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 |
|---|---|---|---|---|---|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
49,381
shares
|
$4.41 Million
2.62% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
48,113
shares
|
$4.3 Million
2.09% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
45,232
shares
|
$4.04 Million
0.01% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
43,500
shares
|
$3.88 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
42,012
shares
|
$3.75 Million
1.97% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
38,500
shares
|
$3.44 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
37,826
shares
|
$3.38 Million
1.27% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
36,708
shares
|
$3.28 Million
3.24% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
36,401
shares
|
$3.25 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,808
shares
|
$3.2 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35,504
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,410
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 30.79%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,329
shares
|
$2.89 Million
0.38% of portfolio
|
Q1 2023
Reduced 2.74%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
31,993
shares
|
$2.86 Million
1.82% of portfolio
|
Q1 2025
Added 1106.83%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
31,411
shares
|
$2.8 Million
0.12% of portfolio
|
Q1 2025
Added 167.33%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
31,270
shares
|
$2.79 Million
0.11% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
28,538
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
28,054
shares
|
$2.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
27,590
shares
|
$2.46 Million
0.03% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
27,295
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,277
shares
|
$2.44 Million
0.45% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,801
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,737
shares
|
$2.3 Million
0.03% of portfolio
|
Q1 2025
Added 498.81%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
25,024
shares
|
$2.23 Million
0.83% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
24,995
shares
|
$2.23 Million
0.19% of portfolio
|
Q1 2025
Added 0.23%
|