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 389 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
164
shares
|
$14,274
0.01% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
162
shares
|
$14,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
158
shares
|
$13,752
0.0% of portfolio
|
Q1 2025
Added 229.17%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
155
shares
|
$13,491
0.0% of portfolio
|
Q1 2022
Added 131.34%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
152
shares
|
$13,230
0.0% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
135
shares
|
$11,750
0.0% of portfolio
|
Q4 2024
Reduced 34.47%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
133
shares
|
$11,576
0.01% of portfolio
|
Q3 2022
Reduced 33.17%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
130
shares
|
$11,315
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
129
shares
|
$11,228
0.0% of portfolio
|
Q1 2025
Added 12800.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
116
shares
|
$10,096
0.0% of portfolio
|
Q4 2024
Added 107.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
111
shares
|
$9,661
0.0% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
106
shares
|
$9,226
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
106
shares
|
$9,226
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
105
shares
|
$9,139
0.0% of portfolio
|
Q1 2025
Reduced 65.57%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
102
shares
|
$8,878
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
98
shares
|
$8,529
0.0% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
94
shares
|
$8,181
0.01% of portfolio
|
Q1 2025
Added 168.57%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
93
shares
|
$8,094
0.0% of portfolio
|
Q4 2024
Reduced 64.77%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
85
shares
|
$7,398
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
78
shares
|
$6,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
70
shares
|
$6,092
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$4,352
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
41
shares
|
$3,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
37
shares
|
$3,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
36
shares
|
$3,133
0.0% of portfolio
|
Q1 2025
Reduced 74.1%
|