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 393 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
68,516
shares
|
$6.72 Million
0.01% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
68,100
shares
|
$6.68 Million
0.01% of portfolio
|
Q3 2025
Added 30.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,858
shares
|
$6.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
67,398
shares
|
$6.61 Million
0.02% of portfolio
|
Q3 2025
Added 55.17%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
63,865
shares
|
$6.27 Million
0.05% of portfolio
|
Q4 2025
Added 19.86%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
63,756
shares
|
$6.25 Million
2.78% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
63,313
shares
|
$6.21 Million
0.1% of portfolio
|
Q3 2025
Reduced 24.09%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
63,096
shares
|
$6.19 Million
2.74% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
61,356
shares
|
$6.02 Million
0.05% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,839
shares
|
$5.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
56,755
shares
|
$5.57 Million
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
56,277
shares
|
$5.52 Million
2.25% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
54,746
shares
|
$5.37 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
53,203
shares
|
$5.22 Million
0.14% of portfolio
|
Q3 2025
Added 134.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
50,807
shares
|
$4.98 Million
0.04% of portfolio
|
Q3 2025
Added 23.7%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
50,035
shares
|
$4.91 Million
2.75% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
50,000
shares
|
$4.91 Million
4.34% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
46,987
shares
|
$4.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
46,490
shares
|
$4.56 Million
1.31% of portfolio
|
Q3 2025
Added 57.89%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
46,366
shares
|
$4.55 Million
2.28% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
45,034
shares
|
$4.42 Million
0.05% of portfolio
|
Q3 2025
Added 78.13%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
44,537
shares
|
$4.37 Million
3.82% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
44,383
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
43,915
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2025
Added 68.14%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
43,283
shares
|
$4.25 Million
0.28% of portfolio
|
Q3 2025
Added 43.45%
|
|