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 393 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
14,033
shares
|
$1.38 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
13,976
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,698
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
13,695
shares
|
$1.34 Million
0.66% of portfolio
|
Q3 2025
Added 46.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
13,608
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,386
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 40.3%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
13,348
shares
|
$1.31 Million
0.68% of portfolio
|
Q3 2025
Added 29.54%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,283
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,260
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2025
Added 17.1%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
13,107
shares
|
$1.29 Million
0.75% of portfolio
|
Q3 2025
Reduced 19.38%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
12,965
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
12,747
shares
|
$1.25 Million
0.36% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
12,312
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
12,208
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Added 50.2%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
12,205
shares
|
$1.2 Million
0.45% of portfolio
|
Q3 2025
Reduced 66.91%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
11,812
shares
|
$1.16 Million
0.52% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
11,763
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Added 299.97%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
11,688
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2024
Added 5.17%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
11,674
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
11,613
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2025
Reduced 35.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
11,602
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
11,405
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
11,400
shares
|
$1.12 Million
0.28% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
11,043
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 119.24%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
10,984
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2025
Reduced 5.03%
|
|