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 |
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,281
shares
|
$485,165
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
5,281
shares
|
$485,165
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,263
shares
|
$483,511
0.03% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
5,235
shares
|
$480,939
0.06% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
5,195
shares
|
$477,264
0.04% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
5,192
shares
|
$476,989
0.06% of portfolio
|
Q2 2025
Reduced 35.89%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,183
shares
|
$476,162
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,148
shares
|
$472,946
0.03% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,048
shares
|
$463,759
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,037
shares
|
$462,749
0.02% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,949
shares
|
$454,664
0.19% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,929
shares
|
$452,827
0.01% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
4,916
shares
|
$451,632
0.0% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
4,890
shares
|
$449,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
4,851
shares
|
$445,661
0.14% of portfolio
|
Q2 2025
Reduced 27.46%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,768
shares
|
$438,036
0.08% of portfolio
|
Q2 2025
Reduced 35.35%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
4,751
shares
|
$436,474
0.01% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,688
shares
|
$430,686
0.01% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
4,675
shares
|
$429,492
0.25% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,609
shares
|
$423,428
0.03% of portfolio
|
Q1 2025
Added 38.2%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,588
shares
|
$421,499
0.19% of portfolio
|
Q2 2025
Reduced 33.56%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
4,579
shares
|
$420,672
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,503
shares
|
$413,690
0.0% of portfolio
|
Q2 2025
Added 41.65%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,495
shares
|
$412,955
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,489
shares
|
$412,404
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|