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 |
|---|---|---|---|---|---|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
14,033
shares
|
$1.37 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
13,995
shares
|
$1.36 Million
0.13% of portfolio
|
Q2 2025
Added 121.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,386
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 40.3%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,283
shares
|
$1.29 Million
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
13,248
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
13,048
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Added 55.76%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
12,965
shares
|
$1.26 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
12,536
shares
|
$1.22 Million
0.24% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
12,255
shares
|
$1.19 Million
0.33% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,246
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.59%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
12,188
shares
|
$1.19 Million
0.38% of portfolio
|
Q2 2025
Reduced 32.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
11,810
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 30.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
11,732
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
11,691
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
11,688
shares
|
$1.14 Million
0.25% of portfolio
|
Q1 2024
Added 5.17%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
11,674
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
11,566
shares
|
$1.13 Million
0.39% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
11,542
shares
|
$1.12 Million
0.89% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,504
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.38%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
11,471
shares
|
$1.12 Million
0.49% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
11,324
shares
|
$1.1 Million
0.27% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,912
shares
|
$1.06 Million
0.21% of portfolio
|
Q1 2024
Reduced 46.83%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
10,898
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,881
shares
|
$1.06 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
10,446
shares
|
$1.02 Million
0.49% of portfolio
|
Q2 2025
Added 6.21%
|