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 393 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,912
shares
|
$1.07 Million
0.21% of portfolio
|
Q1 2024
Reduced 46.83%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
10,901
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
10,838
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2025
Added 75.77%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
10,763
shares
|
$1.06 Million
0.53% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
10,690
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2025
Reduced 44.68%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,650
shares
|
$1.04 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,497
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Added 328.45%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
10,470
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
10,455
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
10,372
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
10,033
shares
|
$984,237
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
9,915
shares
|
$972,661
0.42% of portfolio
|
Q3 2025
Added 24.89%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
9,874
shares
|
$968,639
0.02% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,726
shares
|
$954,120
0.0% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,283
shares
|
$910,662
0.01% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
9,244
shares
|
$906,836
0.09% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
9,099
shares
|
$892,611
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,069
shares
|
$889,668
0.01% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
8,946
shares
|
$877,602
0.25% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,929
shares
|
$875,934
0.0% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,861
shares
|
$869,264
0.03% of portfolio
|
Q1 2020
Reduced 97.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
8,529
shares
|
$836,694
0.01% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
8,358
shares
|
$819,919
0.19% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
8,357
shares
|
$819,821
0.05% of portfolio
|
Q3 2025
Reduced 35.95%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,351
shares
|
$819,233
0.01% of portfolio
|
Q3 2025
Added 4.17%
|
|