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 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
8,278
shares
|
$769,605
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,240
shares
|
$766,072
0.56% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
8,099
shares
|
$752,964
0.09% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
7,997
shares
|
$743,481
0.23% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
7,971
shares
|
$741,063
0.09% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,962
shares
|
$740,227
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
7,939
shares
|
$738,088
0.31% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
7,894
shares
|
$733,905
0.14% of portfolio
|
Q1 2025
Added 57.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,852
shares
|
$730,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,522
shares
|
$699,320
0.02% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
7,375
shares
|
$685,653
0.13% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
7,265
shares
|
$675,427
0.51% of portfolio
|
Q3 2022
Reduced 3.26%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,182
shares
|
$667,710
0.25% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,159
shares
|
$665,572
0.02% of portfolio
|
Q1 2025
Added 29.79%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
7,133
shares
|
$663,155
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
7,101
shares
|
$660,179
0.04% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
7,058
shares
|
$656,182
0.33% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
7,003
shares
|
$651,068
0.21% of portfolio
|
Q2 2025
Reduced 44.9%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
6,989
shares
|
$649,767
0.03% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
6,989
shares
|
$649,767
0.24% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
6,943
shares
|
$645,490
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
6,852
shares
|
$637,030
0.18% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
6,837
shares
|
$635,635
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,687
shares
|
$621,690
0.19% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,279
shares
|
$583,758
0.27% of portfolio
|
Q1 2025
Added 30.19%
|