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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,818
shares
|
$912,498
0.08% of portfolio
|
Q4 2024
Added 33.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
10,719
shares
|
$904,147
0.03% of portfolio
|
Q4 2024
Added 32.81%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
10,681
shares
|
$900,942
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
10,569
shares
|
$891,495
0.28% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
10,553
shares
|
$890,145
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
10,431
shares
|
$879,854
0.32% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
10,361
shares
|
$873,950
0.0% of portfolio
|
Q4 2024
Added 30.29%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,300
shares
|
$868,804
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
10,244
shares
|
$864,081
0.11% of portfolio
|
Q4 2024
Added 68.85%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
10,065
shares
|
$848,982
0.07% of portfolio
|
Q4 2024
Added 159.88%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,850
shares
|
$830,847
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
9,675
shares
|
$816,086
0.81% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
9,395
shares
|
$792,468
0.26% of portfolio
|
Q4 2024
Added 58.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
9,358
shares
|
$789,347
0.04% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
9,148
shares
|
$771,633
0.09% of portfolio
|
Q4 2024
Added 116.78%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,934
shares
|
$753,582
0.07% of portfolio
|
Q4 2024
Added 55.18%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
8,878
shares
|
$748,859
0.45% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,861
shares
|
$747,425
0.03% of portfolio
|
Q1 2020
Reduced 97.35%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
8,786
shares
|
$741,099
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
8,758
shares
|
$738,737
0.01% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
8,754
shares
|
$738,399
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
8,347
shares
|
$704,069
0.01% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
8,278
shares
|
$698,249
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
8,263
shares
|
$696,984
0.37% of portfolio
|
Q4 2024
Added 36.8%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
8,155
shares
|
$687,874
0.02% of portfolio
|
Q4 2024
Added 26.75%
|