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 |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
174,968
shares
|
$15.2 Million
2.81% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
174,636
shares
|
$15.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
172,416
shares
|
$15 Million
3.15% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
165,636
shares
|
$14.4 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
164,936
shares
|
$14.4 Million
3.28% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
157,641
shares
|
$13.7 Million
11.45% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
155,237
shares
|
$13.5 Million
0.76% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
151,297
shares
|
$13.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
146,217
shares
|
$12.7 Million
4.42% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
135,012
shares
|
$11.8 Million
1.73% of portfolio
|
Q1 2025
Added 49.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
133,840
shares
|
$11.6 Million
0.04% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
128,760
shares
|
$11.2 Million
1.49% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
121,140
shares
|
$10.5 Million
2.29% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
120,693
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 81.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
120,352
shares
|
$10.5 Million
0.1% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
119,923
shares
|
$10.4 Million
0.04% of portfolio
|
Q4 2024
Added 597.55%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
114,737
shares
|
$9.99 Million
3.24% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
105,415
shares
|
$9.18 Million
0.01% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
99,793
shares
|
$8.69 Million
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
94,848
shares
|
$8.26 Million
0.0% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
94,347
shares
|
$8.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 63.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
92,830
shares
|
$8.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
91,597
shares
|
$7.97 Million
0.15% of portfolio
|
Q1 2025
Added 19.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
91,236
shares
|
$7.94 Million
0.05% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,214
shares
|
$6.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|