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 386 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
154,692
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.07%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
150,298
shares
|
$13.8 Million
4.27% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
133,840
shares
|
$12.3 Million
0.04% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
128,432
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
123,186
shares
|
$11.3 Million
1.36% of portfolio
|
Q2 2025
Reduced 37.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
123,178
shares
|
$11.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
121,568
shares
|
$11.2 Million
2.28% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
119,059
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.82%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
118,553
shares
|
$10.9 Million
2.7% of portfolio
|
Q2 2025
Reduced 42.95%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
118,220
shares
|
$10.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
114,737
shares
|
$10.5 Million
3.24% of portfolio
|
Q1 2025
Added 25.92%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
109,099
shares
|
$10 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
105,415
shares
|
$9.68 Million
0.01% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
99,793
shares
|
$9.17 Million
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
96,947
shares
|
$8.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 35.92%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
94,848
shares
|
$8.71 Million
0.0% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
92,830
shares
|
$8.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
91,236
shares
|
$8.38 Million
0.05% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
83,407
shares
|
$7.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
83,388
shares
|
$7.66 Million
1.48% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,214
shares
|
$7.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
80,105
shares
|
$7.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.1%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
80,059
shares
|
$7.36 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
77,854
shares
|
$7.15 Million
2.64% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
69,670
shares
|
$6.4 Million
5.35% of portfolio
|
Q2 2025
Added 8.2%
|