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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
22,177
shares
|
$2.06 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
21,922
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,062
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
20,816
shares
|
$1.94 Million
1.11% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
20,604
shares
|
$1.92 Million
0.08% of portfolio
|
Q2 2025
Reduced 34.41%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20,489
shares
|
$1.9 Million
0.61% of portfolio
|
Q1 2023
Added 1.32%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
20,219
shares
|
$1.88 Million
0.32% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
20,020
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.21%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
20,002
shares
|
$1.86 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
19,679
shares
|
$1.83 Million
0.07% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
19,627
shares
|
$1.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,390
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.49%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
18,438
shares
|
$1.71 Million
0.05% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
18,259
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
Added 53.39%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
18,099
shares
|
$1.68 Million
0.07% of portfolio
|
Q2 2025
Reduced 42.12%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
18,084
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
17,937
shares
|
$1.67 Million
0.57% of portfolio
|
Q1 2025
Added 62.71%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
17,906
shares
|
$1.66 Million
0.37% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
17,722
shares
|
$1.65 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
17,614
shares
|
$1.64 Million
0.3% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
16,941
shares
|
$1.58 Million
0.08% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
15,713
shares
|
$1.46 Million
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
15,514
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.02%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
15,095
shares
|
$1.4 Million
0.77% of portfolio
|
Q1 2025
Added 43.04%
|