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 |
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,852
shares
|
$721,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,345
shares
|
$674,785
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
7,265
shares
|
$667,435
0.51% of portfolio
|
Q3 2022
Reduced 3.26%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,182
shares
|
$659,810
0.25% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
7,058
shares
|
$648,418
0.33% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
7,003
shares
|
$643,365
0.21% of portfolio
|
Q2 2025
Reduced 44.9%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
6,852
shares
|
$629,493
0.18% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
6,742
shares
|
$619,387
0.07% of portfolio
|
Q2 2025
Reduced 37.77%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
6,647
shares
|
$610,659
0.3% of portfolio
|
Q2 2025
Added 92.39%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
6,607
shares
|
$606,985
0.45% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
6,549
shares
|
$601,656
0.3% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,279
shares
|
$576,851
0.27% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
6,193
shares
|
$568,950
0.12% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,181
shares
|
$567,848
0.33% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
6,171
shares
|
$566,929
0.12% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
6,166
shares
|
$566,470
0.13% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,125
shares
|
$562,703
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
6,106
shares
|
$560,958
0.01% of portfolio
|
Q2 2025
Reduced 47.54%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,060
shares
|
$556,732
0.0% of portfolio
|
Q1 2025
Reduced 22.12%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
5,837
shares
|
$536,245
0.04% of portfolio
|
Q2 2025
Reduced 47.5%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
5,822
shares
|
$534,867
0.13% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
5,681
shares
|
$521,913
0.24% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,605
shares
|
$514,931
0.15% of portfolio
|
Q2 2025
Reduced 42.64%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
5,424
shares
|
$498,302
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,344
shares
|
$490,953
0.01% of portfolio
|
Q1 2025
Reduced 8.16%
|