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 394 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,647,316
shares
|
$260 Million
0.02% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,248,931
shares
|
$123 Million
0.04% of portfolio
|
Q3 2025
Added 33.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,010,500
shares
|
$99.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
861,006
shares
|
$84.5 Million
0.03% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
496,267
shares
|
$48.7 Million
1.21% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
451,146
shares
|
$44.3 Million
0.41% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
450,996
shares
|
$44.2 Million
0.08% of portfolio
|
Q3 2025
Added 251.16%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
449,503
shares
|
$44.1 Million
1.27% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
394,152
shares
|
$38.7 Million
0.37% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
373,342
shares
|
$36.6 Million
0.0% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
323,857
shares
|
$31.8 Million
0.64% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
320,537
shares
|
$31.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
320,192
shares
|
$31.4 Million
6.53% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
304,867
shares
|
$29.9 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
272,815
shares
|
$26.8 Million
0.08% of portfolio
|
Q3 2025
Added 89.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
253,645
shares
|
$24.9 Million
0.01% of portfolio
|
Q3 2025
Added 56.5%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
241,210
shares
|
$23.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
237,298
shares
|
$23.3 Million
0.04% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
215,078
shares
|
$21.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
214,298
shares
|
$21 Million
0.05% of portfolio
|
Q3 2025
Added 167.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
200,981
shares
|
$19.7 Million
0.02% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
189,666
shares
|
$18.6 Million
3.81% of portfolio
|
Q4 2025
Added 9488.78%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
176,089
shares
|
$17.3 Million
2.9% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
175,551
shares
|
$17.2 Million
1.6% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
158,848
shares
|
$15.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.55%
|
|