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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
6,305
shares
|
$548,787
0.07% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
6,279
shares
|
$546,524
0.28% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
6,201
shares
|
$539,735
0.08% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,181
shares
|
$537,994
0.33% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
6,173
shares
|
$537,297
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
6,171
shares
|
$537,123
0.12% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
6,060
shares
|
$527,462
0.2% of portfolio
|
Q1 2025
Added 87.85%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,060
shares
|
$527,462
0.0% of portfolio
|
Q1 2025
Reduced 22.12%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,890
shares
|
$512,665
0.12% of portfolio
|
Q1 2025
Added 28.38%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
5,822
shares
|
$506,746
0.13% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
5,619
shares
|
$489,077
0.28% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,616
shares
|
$488,816
0.03% of portfolio
|
Q1 2025
Added 27.03%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,591
shares
|
$486,640
0.01% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
5,542
shares
|
$482,375
0.16% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
5,530
shares
|
$481,331
0.07% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
5,502
shares
|
$478,894
0.04% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
5,501
shares
|
$478,807
0.36% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,353
shares
|
$465,925
0.0% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,344
shares
|
$465,141
0.01% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
5,318
shares
|
$462,878
0.08% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,289
shares
|
$460,354
0.02% of portfolio
|
Q1 2025
Added 31.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,281
shares
|
$459,658
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,223
shares
|
$454,609
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
5,195
shares
|
$452,172
0.04% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,183
shares
|
$451,128
0.07% of portfolio
|
Q1 2025
New holding
|