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 |
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
10,898
shares
|
$1 Million
0.47% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,881
shares
|
$999,637
0.3% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
10,446
shares
|
$959,674
0.49% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,313
shares
|
$947,455
0.02% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
10,305
shares
|
$946,720
0.03% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
10,304
shares
|
$946,628
0.51% of portfolio
|
Q2 2025
Reduced 46.03%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,249
shares
|
$941,575
0.17% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
10,227
shares
|
$939,554
0.05% of portfolio
|
Q2 2025
Reduced 48.03%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
9,789
shares
|
$899,315
0.02% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,726
shares
|
$893,527
0.0% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
9,659
shares
|
$887,372
0.04% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
9,496
shares
|
$872,397
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
9,475
shares
|
$870,468
0.01% of portfolio
|
Q1 2025
Reduced 45.06%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
9,359
shares
|
$859,811
0.44% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,181
shares
|
$843,458
0.01% of portfolio
|
Q2 2025
Reduced 53.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,861
shares
|
$814,060
0.03% of portfolio
|
Q1 2020
Reduced 97.35%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
8,806
shares
|
$809,007
0.01% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
8,776
shares
|
$806,251
0.57% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
8,713
shares
|
$800,463
0.23% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
8,660
shares
|
$795,594
0.08% of portfolio
|
Q2 2025
Reduced 96.61%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,330
shares
|
$765,277
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
8,128
shares
|
$746,719
0.05% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
7,997
shares
|
$734,684
0.23% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
7,971
shares
|
$732,295
0.09% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
7,939
shares
|
$729,355
0.31% of portfolio
|
Q2 2025
Added 9.62%
|