Institutional Ownership Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT). We have compiled data on the 388 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
155
shares
|
$14,410
0.0% of portfolio
|
Q1 2022
Added 131.34%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
152
shares
|
$14,131
0.0% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
152
shares
|
$14,131
0.01% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
135
shares
|
$12,550
0.0% of portfolio
|
Q4 2024
Reduced 34.47%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
133
shares
|
$12,365
0.01% of portfolio
|
Q3 2022
Reduced 33.17%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
130
shares
|
$12,086
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
129
shares
|
$11,993
0.0% of portfolio
|
Q1 2025
Added 12800.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
116
shares
|
$10,784
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
106
shares
|
$9,854
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
106
shares
|
$9,854
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
105
shares
|
$9,761
0.0% of portfolio
|
Q1 2025
Reduced 65.57%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
102
shares
|
$9,482
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
98
shares
|
$9,111
0.0% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
94
shares
|
$8,739
0.01% of portfolio
|
Q1 2025
Added 168.57%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
85
shares
|
$7,902
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
78
shares
|
$7,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
70
shares
|
$6,507
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
57
shares
|
$5,299
0.0% of portfolio
|
Q2 2025
Reduced 38.71%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$4,648
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
41
shares
|
$3,811
0.0% of portfolio
|
Q2 2025
Added 241.67%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
41
shares
|
$3,811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
37
shares
|
$3,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
33
shares
|
$3,068
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
23
shares
|
$2,138
0.0% of portfolio
|
Q1 2025
Reduced 90.65%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
19
shares
|
$1,766
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|