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 374 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
70
shares
|
$6,809
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
57
shares
|
$5,544
0.0% of portfolio
|
Q2 2025
Reduced 38.71%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
52
shares
|
$5,058
0.0% of portfolio
|
Q2 2025
Reduced 67.09%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
50
shares
|
$4,864
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
44
shares
|
$4,280
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
41
shares
|
$3,988
0.0% of portfolio
|
Q2 2025
Added 241.67%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
37
shares
|
$3,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
33
shares
|
$3,210
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
27
shares
|
$2,626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
23
shares
|
$2,237
0.0% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18
shares
|
$1,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
16
shares
|
$1,556
0.0% of portfolio
|
Q1 2025
Reduced 99.85%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
15
shares
|
$1,459
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
13
shares
|
$1,264
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$875
0.0% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
7
shares
|
$680
0.0% of portfolio
|
Q2 2025
Reduced 80.56%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
4
shares
|
$389
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1
shares
|
$97
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$97
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$97
0.0% of portfolio
|
Q2 2025
Reduced 99.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|