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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
11,321
shares
|
$985,379
0.02% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
11,265
shares
|
$980,505
0.48% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,258
shares
|
$979,896
0.32% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
11,254
shares
|
$979,548
0.29% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
11,208
shares
|
$975,544
0.21% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
11,119
shares
|
$967,797
0.09% of portfolio
|
Q1 2025
Added 24.46%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,912
shares
|
$949,780
0.21% of portfolio
|
Q1 2024
Reduced 46.83%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
10,895
shares
|
$948,300
0.49% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,849
shares
|
$944,296
0.02% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
10,834
shares
|
$942,991
0.11% of portfolio
|
Q1 2025
Added 18.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
10,796
shares
|
$939,683
0.0% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
10,569
shares
|
$919,925
0.28% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
10,250
shares
|
$892,160
0.79% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
10,244
shares
|
$891,637
0.11% of portfolio
|
Q4 2024
Added 68.85%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
9,909
shares
|
$862,479
0.31% of portfolio
|
Q1 2025
Added 62.31%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
9,835
shares
|
$856,038
0.49% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,772
shares
|
$850,554
0.26% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9,659
shares
|
$840,719
0.04% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,522
shares
|
$828,794
0.18% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
9,475
shares
|
$824,704
0.01% of portfolio
|
Q1 2025
Reduced 45.06%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
9,413
shares
|
$819,307
0.02% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
9,109
shares
|
$792,847
0.11% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,861
shares
|
$771,261
0.03% of portfolio
|
Q1 2020
Reduced 97.35%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
8,736
shares
|
$760,381
0.16% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
8,377
shares
|
$729,134
0.06% of portfolio
|
Q1 2025
New holding
|