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 374 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
21,585
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
20,794
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
20,604
shares
|
$1.89 Million
0.08% of portfolio
|
Q2 2025
Reduced 34.41%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20,489
shares
|
$1.88 Million
0.61% of portfolio
|
Q1 2023
Added 1.32%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
20,020
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.21%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
20,002
shares
|
$1.84 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
19,978
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
19,322
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
19,104
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
18,724
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
18,099
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 42.12%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
17,906
shares
|
$1.65 Million
0.37% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
17,614
shares
|
$1.62 Million
0.3% of portfolio
|
Q1 2025
Reduced 24.63%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
16,559
shares
|
$1.52 Million
0.55% of portfolio
|
Q2 2025
Reduced 33.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
16,400
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
16,257
shares
|
$1.49 Million
0.88% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
15,814
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Reduced 36.73%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
15,755
shares
|
$1.45 Million
1.12% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
15,713
shares
|
$1.44 Million
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
15,514
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 37.02%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
15,174
shares
|
$1.39 Million
0.25% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
15,016
shares
|
$1.38 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
14,065
shares
|
$1.29 Million
0.26% of portfolio
|
Q2 2025
Reduced 22.37%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
14,063
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
14,033
shares
|
$1.29 Million
0.7% of portfolio
|
Q4 2022
New holding
|