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 |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
15,016
shares
|
$1.4 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
14,900
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
14,500
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.35%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
14,065
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2025
Reduced 22.37%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
14,033
shares
|
$1.3 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
13,995
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2025
Added 121.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13,871
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Added 28.22%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
13,588
shares
|
$1.26 Million
0.1% of portfolio
|
Q1 2025
Added 8610.26%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
13,565
shares
|
$1.26 Million
0.42% of portfolio
|
Q1 2025
Added 452.32%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,283
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
13,048
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
Added 55.76%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
12,965
shares
|
$1.21 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
12,536
shares
|
$1.17 Million
0.24% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
12,255
shares
|
$1.14 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
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,183
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
12,165
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
12,117
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,901
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 79.64%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,870
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
11,688
shares
|
$1.09 Million
0.25% of portfolio
|
Q1 2024
Added 5.17%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
11,639
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2024
Reduced 47.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
11,639
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,567
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 2014.63%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
11,566
shares
|
$1.08 Million
0.39% of portfolio
|
Q2 2025
Added 1.36%
|