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 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,181
shares
|
$574,647
0.33% of portfolio
|
Q4 2024
Added 34.31%
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
6,173
shares
|
$573,903
0.2% of portfolio
|
Q1 2025
New holding
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
6,171
shares
|
$573,717
0.12% of portfolio
|
Q1 2025
Added 9.78%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,060
shares
|
$563,398
0.0% of portfolio
|
Q1 2025
Reduced 22.12%
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
6,060
shares
|
$563,398
0.2% of portfolio
|
Q1 2025
Added 87.85%
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,890
shares
|
$547,593
0.12% of portfolio
|
Q1 2025
Added 28.38%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
5,822
shares
|
$541,271
0.13% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,616
shares
|
$522,119
0.03% of portfolio
|
Q1 2025
Added 27.03%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,605
shares
|
$521,096
0.15% of portfolio
|
Q2 2025
Reduced 42.64%
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,591
shares
|
$519,795
0.01% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
5,502
shares
|
$511,520
0.04% of portfolio
|
Q1 2025
Added 13.37%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,353
shares
|
$497,668
0.0% of portfolio
|
Q1 2025
Added 9.11%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,344
shares
|
$496,831
0.01% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
5,318
shares
|
$494,414
0.08% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,289
shares
|
$491,718
0.02% of portfolio
|
Q1 2025
Added 31.14%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,281
shares
|
$490,974
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
5,235
shares
|
$486,697
0.06% of portfolio
|
Q2 2025
Added 1.55%
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,223
shares
|
$485,582
0.01% of portfolio
|
Q1 2025
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
5,195
shares
|
$482,979
0.04% of portfolio
|
Q1 2025
Added 3.65%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,183
shares
|
$481,863
0.07% of portfolio
|
Q1 2025
New holding
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
5,175
shares
|
$481,119
0.09% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
5,166
shares
|
$480,283
0.09% of portfolio
|
Q1 2025
Added 27.02%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,137
shares
|
$477,586
0.11% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,048
shares
|
$469,312
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,949
shares
|
$460,108
0.19% of portfolio
|
Q1 2025
Reduced 3.62%
|