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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
5,235
shares
|
$509,260
0.06% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
5,192
shares
|
$505,077
0.06% of portfolio
|
Q2 2025
Reduced 35.89%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,148
shares
|
$500,797
0.03% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,048
shares
|
$491,069
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,037
shares
|
$489,999
0.02% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,015
shares
|
$487,859
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
4,916
shares
|
$478,228
0.0% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
4,851
shares
|
$471,905
0.14% of portfolio
|
Q2 2025
Reduced 27.46%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
4,848
shares
|
$471,613
0.05% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,768
shares
|
$463,831
0.08% of portfolio
|
Q2 2025
Reduced 35.35%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
4,751
shares
|
$462,177
0.01% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,688
shares
|
$456,048
0.01% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
4,675
shares
|
$454,784
0.25% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,588
shares
|
$446,320
0.19% of portfolio
|
Q2 2025
Reduced 33.56%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
4,579
shares
|
$445,445
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,503
shares
|
$438,051
0.0% of portfolio
|
Q2 2025
Added 41.65%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,495
shares
|
$437,273
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,489
shares
|
$436,689
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,462
shares
|
$434,063
0.02% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,420
shares
|
$429,977
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
4,396
shares
|
$427,642
0.2% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
4,339
shares
|
$422,097
0.28% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
4,327
shares
|
$420,930
0.16% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
4,279
shares
|
$416,261
0.02% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
4,198
shares
|
$408,381
0.0% of portfolio
|
Q2 2025
Reduced 20.51%
|