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 391 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
5,155
shares
|
$460,289
0.06% of portfolio
|
Q1 2025
Reduced 48.78%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
5,137
shares
|
$458,682
0.11% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,048
shares
|
$450,735
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,949
shares
|
$441,896
0.19% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,929
shares
|
$440,110
0.01% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
4,910
shares
|
$438,413
0.18% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
4,902
shares
|
$437,699
0.03% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
4,890
shares
|
$436,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,761
shares
|
$425,109
0.01% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,609
shares
|
$411,537
0.03% of portfolio
|
Q1 2025
Added 38.2%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
4,510
shares
|
$402,697
0.0% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
4,491
shares
|
$401,001
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,489
shares
|
$400,822
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,407
shares
|
$393,501
0.01% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
4,395
shares
|
$392,429
0.21% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
4,391
shares
|
$392,072
0.19% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
4,340
shares
|
$387,518
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
4,339
shares
|
$387,429
0.28% of portfolio
|
Q2 2025
Reduced 21.12%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
4,277
shares
|
$381,893
0.05% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
4,186
shares
|
$373,767
0.2% of portfolio
|
Q1 2025
Added 49.07%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,142
shares
|
$369,839
0.12% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,094
shares
|
$365,553
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,058
shares
|
$362,338
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
4,035
shares
|
$360,285
0.02% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
4,015
shares
|
$358,499
0.05% of portfolio
|
Q1 2025
New holding
|