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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,345
shares
|
$714,521
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,316
shares
|
$711,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
7,265
shares
|
$706,739
0.51% of portfolio
|
Q3 2022
Reduced 3.26%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,182
shares
|
$698,664
0.25% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
7,058
shares
|
$686,602
0.33% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
7,003
shares
|
$681,251
0.21% of portfolio
|
Q2 2025
Reduced 44.9%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
6,852
shares
|
$666,562
0.18% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
6,742
shares
|
$655,861
0.07% of portfolio
|
Q2 2025
Reduced 37.77%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
6,647
shares
|
$646,620
0.3% of portfolio
|
Q2 2025
Added 92.39%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
6,607
shares
|
$642,728
0.45% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
6,549
shares
|
$637,086
0.3% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,279
shares
|
$610,821
0.27% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
6,193
shares
|
$602,455
0.12% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,181
shares
|
$601,287
0.33% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
6,166
shares
|
$599,828
0.13% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,125
shares
|
$595,840
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
6,106
shares
|
$593,991
0.01% of portfolio
|
Q2 2025
Reduced 47.54%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
5,837
shares
|
$567,823
0.04% of portfolio
|
Q2 2025
Reduced 47.5%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
5,681
shares
|
$552,647
0.24% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,605
shares
|
$545,254
0.15% of portfolio
|
Q2 2025
Reduced 42.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,533
shares
|
$538,250
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
5,424
shares
|
$527,646
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
5,324
shares
|
$517,918
0.12% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,281
shares
|
$513,735
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,263
shares
|
$511,984
0.03% of portfolio
|
Q2 2025
Reduced 6.29%
|