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 |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
37,826
shares
|
$3.68 Million
1.27% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
36,882
shares
|
$3.59 Million
1.28% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
36,401
shares
|
$3.54 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
36,000
shares
|
$3.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 38.16%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,808
shares
|
$3.48 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,684
shares
|
$3.47 Million
0.03% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
34,648
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
34,369
shares
|
$3.34 Million
1.2% of portfolio
|
Q2 2025
Added 456.76%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,329
shares
|
$3.14 Million
0.38% of portfolio
|
Q1 2023
Reduced 2.74%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
31,419
shares
|
$3.06 Million
0.09% of portfolio
|
Q2 2025
Added 26.52%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
31,300
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
30,173
shares
|
$2.94 Million
0.19% of portfolio
|
Q2 2025
Added 571.85%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
29,576
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.19%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
29,444
shares
|
$2.86 Million
0.9% of portfolio
|
Q2 2025
Added 117.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
28,365
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
27,819
shares
|
$2.71 Million
1.88% of portfolio
|
Q2 2025
Added 540.99%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,277
shares
|
$2.65 Million
0.45% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
26,118
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Added 175.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,801
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
25,281
shares
|
$2.46 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
25,032
shares
|
$2.44 Million
1.98% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
24,443
shares
|
$2.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
23,566
shares
|
$2.29 Million
0.31% of portfolio
|
Q2 2025
Reduced 82.55%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
23,000
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,675
shares
|
$2.21 Million
0.06% of portfolio
|
Q2 2025
Reduced 55.79%
|