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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
64,062
shares
|
$6.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
64,051
shares
|
$6.23 Million
2.83% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
63,096
shares
|
$6.14 Million
2.74% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
62,693
shares
|
$6.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
62,107
shares
|
$6.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
59,964
shares
|
$5.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,839
shares
|
$5.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
58,453
shares
|
$5.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
56,016
shares
|
$5.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
55,592
shares
|
$5.41 Million
0.16% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
54,844
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
52,100
shares
|
$5.07 Million
0.01% of portfolio
|
Q2 2025
Added 259.31%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
49,381
shares
|
$4.8 Million
2.62% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
48,905
shares
|
$4.76 Million
0.04% of portfolio
|
Q2 2025
Added 310.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
47,611
shares
|
$4.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
47,608
shares
|
$4.63 Million
2.62% of portfolio
|
Q2 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
46,460
shares
|
$4.52 Million
2.2% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
45,709
shares
|
$4.45 Million
3.69% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
44,921
shares
|
$4.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.93%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
43,491
shares
|
$4.23 Million
3.17% of portfolio
|
Q2 2025
Reduced 72.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
43,436
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.65%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
43,058
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2025
Added 188.98%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
42,012
shares
|
$4.09 Million
1.97% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
41,073
shares
|
$4 Million
0.03% of portfolio
|
Q2 2025
Reduced 45.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
38,500
shares
|
$3.75 Million
0.01% of portfolio
|
Q2 2025
New holding
|