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 369 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 $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,780
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 20.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,675
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Added 22.42%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
24,635
shares
|
$2.01 Million
0.08% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
24,594
shares
|
$2.01 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
24,582
shares
|
$2.01 Million
0.85% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
24,398
shares
|
$2 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
23,371
shares
|
$1.91 Million
0.43% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,777
shares
|
$1.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
22,437
shares
|
$1.83 Million
0.48% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
21,278
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 27.6%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
20,816
shares
|
$1.7 Million
1.05% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20,489
shares
|
$1.68 Million
0.61% of portfolio
|
Q1 2023
Added 1.32%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
20,139
shares
|
$1.65 Million
0.32% of portfolio
|
Q4 2024
Added 48.06%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
19,229
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Added 23.25%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
18,312
shares
|
$1.5 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
17,920
shares
|
$1.47 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
17,247
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
17,023
shares
|
$1.39 Million
0.06% of portfolio
|
Q4 2024
Added 52.09%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
16,472
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
16,302
shares
|
$1.33 Million
1.52% of portfolio
|
Q4 2024
Reduced 47.43%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
15,990
shares
|
$1.31 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
15,713
shares
|
$1.29 Million
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
15,413
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Added 49.61%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,016
shares
|
$1.23 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14,887
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.29%
|