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 393 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,688
shares
|
$459,892
0.01% of portfolio
|
Q2 2025
Reduced 16.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,629
shares
|
$454,104
0.0% of portfolio
|
Q3 2025
Reduced 87.98%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,557
shares
|
$447,041
0.01% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
4,515
shares
|
$442,921
0.12% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,489
shares
|
$440,370
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,470
shares
|
$438,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,442
shares
|
$435,760
0.0% of portfolio
|
Q3 2025
Added 35.88%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
4,431
shares
|
$434,681
0.05% of portfolio
|
Q2 2025
Reduced 44.41%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
4,397
shares
|
$431,345
0.21% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
4,369
shares
|
$428,598
0.08% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
4,303
shares
|
$422,124
0.02% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
4,286
shares
|
$420,456
0.1% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,249
shares
|
$416,826
0.08% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,235
shares
|
$415,453
0.19% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
4,219
shares
|
$413,883
0.29% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,142
shares
|
$406,330
0.12% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,094
shares
|
$401,621
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,063
shares
|
$398,580
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
4,036
shares
|
$395,931
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,001
shares
|
$392,498
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,949
shares
|
$387,396
0.0% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
3,889
shares
|
$381,510
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,740
shares
|
$366,894
0.0% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
3,638
shares
|
$356,887
0.06% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
3,638
shares
|
$356,887
0.02% of portfolio
|
Q3 2025
Added 18.12%
|
|