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 389 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
24,834
shares
|
$2.16 Million
0.07% of portfolio
|
Q1 2025
Added 462.49%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
24,253
shares
|
$2.11 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
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Added 47.09%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
22,802
shares
|
$1.98 Million
0.66% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
22,437
shares
|
$1.95 Million
0.48% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,421
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
21,922
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,062
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
20,816
shares
|
$1.81 Million
1.11% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20,489
shares
|
$1.78 Million
0.61% of portfolio
|
Q1 2023
Added 1.32%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
20,219
shares
|
$1.76 Million
0.32% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
19,679
shares
|
$1.71 Million
0.07% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
19,627
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,390
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.49%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
19,093
shares
|
$1.66 Million
0.98% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
18,438
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
18,259
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
Added 53.39%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
18,117
shares
|
$1.58 Million
0.47% of portfolio
|
Q1 2025
Added 26.12%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
18,084
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
17,937
shares
|
$1.56 Million
0.57% of portfolio
|
Q1 2025
Added 62.71%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
17,722
shares
|
$1.54 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
17,643
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Overbrook Management Corp
New York, NY |
Apr 24, 2025 Q1 2025 |
17,614
shares
|
$1.53 Million
0.35% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
16,941
shares
|
$1.47 Million
0.08% of portfolio
|
Q1 2025
Added 19.89%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
15,713
shares
|
$1.37 Million
0.43% of portfolio
|
Q2 2022
New holding
|