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 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
3,638
shares
|
$356,887
0.06% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
3,594
shares
|
$352,571
0.06% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,562
shares
|
$349,432
0.01% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,509
shares
|
$344,232
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
3,449
shares
|
$338,346
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,434
shares
|
$336,875
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,397
shares
|
$333,245
0.0% of portfolio
|
Q3 2025
Added 30.7%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
3,392
shares
|
$332,755
0.12% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
3,370
shares
|
$330,597
0.18% of portfolio
|
Q3 2025
Added 22.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,319
shares
|
$325,593
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
3,264
shares
|
$320,198
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,232
shares
|
$317,059
0.02% of portfolio
|
Q4 2022
Reduced 36.83%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,232
shares
|
$317,059
0.01% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,231
shares
|
$316,961
0.0% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,199
shares
|
$313,821
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
3,190
shares
|
$312,939
0.11% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,155
shares
|
$309,505
0.11% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
3,138
shares
|
$307,837
0.13% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
3,104
shares
|
$304,502
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,075
shares
|
$301,657
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,046
shares
|
$298,812
0.0% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,027
shares
|
$296,948
0.1% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,973
shares
|
$291,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
2,962
shares
|
$290,572
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
2,940
shares
|
$288,414
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|