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 369 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 $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
8,278
shares
|
$676,974
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
8,263
shares
|
$675,748
0.37% of portfolio
|
Q4 2024
Added 36.8%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,781
shares
|
$636,330
0.0% of portfolio
|
Q4 2024
Reduced 32.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,693
shares
|
$629,133
0.09% of portfolio
|
Q4 2024
Added 41.65%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
7,398
shares
|
$605,008
0.2% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
7,392
shares
|
$604,517
0.04% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
7,337
shares
|
$600,019
0.13% of portfolio
|
Q4 2024
Added 21.37%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
7,335
shares
|
$599,856
0.09% of portfolio
|
Q4 2024
Added 34.02%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
7,291
shares
|
$596,257
0.16% of portfolio
|
Q4 2024
Added 15412.77%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
7,265
shares
|
$594,131
0.51% of portfolio
|
Q3 2022
Reduced 3.26%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
7,224
shares
|
$590,778
0.5% of portfolio
|
Q4 2024
Added 35.69%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,124
shares
|
$582,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
7,119
shares
|
$582,191
0.12% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
6,966
shares
|
$569,679
0.34% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
6,922
shares
|
$566,081
0.25% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,905
shares
|
$564,690
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
6,837
shares
|
$559,129
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
6,800
shares
|
$556,104
0.28% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
6,741
shares
|
$551,278
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,628
shares
|
$542,037
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,598
shares
|
$539,584
0.19% of portfolio
|
Q4 2024
Added 55.32%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
6,320
shares
|
$516,849
0.12% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,181
shares
|
$505,482
0.33% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
6,105
shares
|
$499,266
0.19% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,819
shares
|
$475,877
0.02% of portfolio
|
Q4 2024
Added 4.45%
|