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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,697
shares
|
$465,900
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
5,686
shares
|
$465,001
0.29% of portfolio
|
Q4 2024
Added 36.26%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,624
shares
|
$459,930
0.07% of portfolio
|
Q4 2024
Added 44.02%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
5,621
shares
|
$459,685
0.11% of portfolio
|
Q4 2024
Added 33.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,516
shares
|
$451,098
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
5,501
shares
|
$449,871
0.36% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,452
shares
|
$445,864
0.12% of portfolio
|
Q4 2024
Added 52.16%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
5,372
shares
|
$439,322
0.18% of portfolio
|
Q4 2024
Added 34.27%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
5,312
shares
|
$434,415
0.2% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,289
shares
|
$432,534
0.02% of portfolio
|
Q1 2025
Added 31.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,278
shares
|
$431,634
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,242
shares
|
$428,690
0.01% of portfolio
|
Q4 2024
Added 27.6%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,222
shares
|
$427,055
0.02% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
5,191
shares
|
$424,519
0.16% of portfolio
|
Q4 2024
Added 68.27%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
5,167
shares
|
$422,557
0.07% of portfolio
|
Q4 2024
Added 25.02%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
5,135
shares
|
$419,940
0.19% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,021
shares
|
$410,617
0.11% of portfolio
|
Q4 2024
Added 26.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
5,012
shares
|
$409,881
0.04% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,906
shares
|
$401,212
0.0% of portfolio
|
Q4 2024
Added 42.99%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,853
shares
|
$396,878
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,823
shares
|
$394,424
0.21% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,657
shares
|
$380,849
0.02% of portfolio
|
Q4 2024
Added 29.87%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,621
shares
|
$377,905
0.0% of portfolio
|
Q4 2024
Added 38.98%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
4,594
shares
|
$375,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
4,588
shares
|
$375,206
0.09% of portfolio
|
Q4 2024
Added 20.67%
|