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 388 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
80,059
shares
|
$7.43 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
79,328
shares
|
$7.36 Million
1.78% of portfolio
|
Q1 2025
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
77,854
shares
|
$7.23 Million
2.64% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
76,274
shares
|
$7.08 Million
1.48% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
75,835
shares
|
$7.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
74,362
shares
|
$6.9 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,858
shares
|
$6.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
67,499
shares
|
$6.27 Million
0.02% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
66,397
shares
|
$6.16 Million
0.01% of portfolio
|
Q1 2025
Added 158.99%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
64,392
shares
|
$5.98 Million
5.36% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
64,062
shares
|
$5.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
64,051
shares
|
$5.95 Million
2.83% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
63,096
shares
|
$5.86 Million
2.74% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
62,107
shares
|
$5.76 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
62,066
shares
|
$5.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
61,291
shares
|
$5.69 Million
0.05% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
59,593
shares
|
$5.53 Million
0.01% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,839
shares
|
$5.46 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
58,213
shares
|
$5.4 Million
0.16% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
55,592
shares
|
$5.16 Million
0.16% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
54,768
shares
|
$5.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
51,287
shares
|
$4.76 Million
0.14% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
49,381
shares
|
$4.58 Million
2.62% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
46,460
shares
|
$4.31 Million
2.2% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
44,921
shares
|
$4.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.93%
|