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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
43,500
shares
|
$4.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
42,012
shares
|
$3.9 Million
1.97% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
38,500
shares
|
$3.57 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
37,826
shares
|
$3.51 Million
1.27% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
36,708
shares
|
$3.41 Million
3.24% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
36,401
shares
|
$3.38 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,808
shares
|
$3.32 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35,504
shares
|
$3.3 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
34,648
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,410
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2025
Added 30.79%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,329
shares
|
$3 Million
0.38% of portfolio
|
Q1 2023
Reduced 2.74%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
29,576
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
28,054
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
27,819
shares
|
$2.58 Million
1.88% of portfolio
|
Q2 2025
Added 540.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
27,590
shares
|
$2.56 Million
0.03% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
27,295
shares
|
$2.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,277
shares
|
$2.53 Million
0.45% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,801
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
25,024
shares
|
$2.32 Million
0.83% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
24,995
shares
|
$2.32 Million
0.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
24,834
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2025
Added 462.49%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
24,253
shares
|
$2.25 Million
0.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
24,228
shares
|
$2.25 Million
0.03% of portfolio
|
Q1 2025
Added 47.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
23,000
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,421
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.38%
|