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 368 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 $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,139
shares
|
$96,393
0.0% of portfolio
|
Q4 2024
Added 72.31%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
962
shares
|
$81,414
0.11% of portfolio
|
Q3 2022
Added 1750.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
934
shares
|
$79,044
0.18% of portfolio
|
Q4 2024
Added 77.57%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
897
shares
|
$75,913
0.03% of portfolio
|
Q4 2024
Added 42.61%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
754
shares
|
$63,811
0.02% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
749
shares
|
$63,387
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
725
shares
|
$61,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
715
shares
|
$60,510
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
578
shares
|
$48,916
0.01% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
547
shares
|
$46,292
0.0% of portfolio
|
Q4 2024
Reduced 93.84%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
527
shares
|
$44,600
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
508
shares
|
$42,992
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
502
shares
|
$42,484
0.03% of portfolio
|
Q2 2022
Reduced 57.92%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
498
shares
|
$42,145
0.03% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
452
shares
|
$38,252
0.0% of portfolio
|
Q4 2024
Added 56.94%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
426
shares
|
$36,052
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
336
shares
|
$28,435
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
305
shares
|
$25,812
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
305
shares
|
$25,812
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
298
shares
|
$25,219
0.0% of portfolio
|
Q4 2024
Reduced 31.96%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
291
shares
|
$24,627
0.01% of portfolio
|
Q4 2023
Reduced 6.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
285
shares
|
$24,119
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$22,088
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
244
shares
|
$20,649
0.0% of portfolio
|
Q4 2024
Added 96.77%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
240
shares
|
$20,311
0.02% of portfolio
|
Q4 2024
New holding
|