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 $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
4,001
shares
|
$350,767
0.12% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
3,889
shares
|
$340,948
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,771
shares
|
$330,603
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,729
shares
|
$326,921
0.01% of portfolio
|
Q4 2022
Added 17.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,711
shares
|
$325,343
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,698
shares
|
$324,203
0.19% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
3,690
shares
|
$323,502
1.55% of portfolio
|
Q1 2025
Reduced 77.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,659
shares
|
$320,784
0.02% of portfolio
|
Q1 2025
Reduced 30.67%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
3,593
shares
|
$314,998
0.02% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
3,562
shares
|
$312,280
0.01% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
3,552
shares
|
$311,403
0.14% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
3,538
shares
|
$310,176
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
3,536
shares
|
$310,001
0.22% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,524
shares
|
$308,949
0.06% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,509
shares
|
$307,634
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,461
shares
|
$303,425
0.12% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
3,455
shares
|
$302,899
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
3,443
shares
|
$301,847
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
3,430
shares
|
$300,708
0.0% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,399
shares
|
$297,990
0.02% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Apr 17, 2025 Q1 2025 |
3,352
shares
|
$293,869
0.15% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
3,283
shares
|
$287,820
0.18% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
3,264
shares
|
$286,154
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,246
shares
|
$284,576
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,232
shares
|
$283,349
0.02% of portfolio
|
Q4 2022
Reduced 36.83%
|