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 |
|---|---|---|---|---|---|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
2,921
shares
|
$286,550
0.26% of portfolio
|
Q4 2025
Added 7.75%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,902
shares
|
$284,686
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
2,901
shares
|
$284,588
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
2,841
shares
|
$278,702
0.12% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,826
shares
|
$277,230
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,789
shares
|
$273,600
0.02% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,788
shares
|
$273,502
0.11% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
2,765
shares
|
$271,246
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,724
shares
|
$267,224
0.01% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,713
shares
|
$266,145
0.02% of portfolio
|
Q3 2025
Added 63.24%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
2,712
shares
|
$266,047
0.11% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,705
shares
|
$265,360
0.05% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
2,697
shares
|
$264,575
0.15% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
2,624
shares
|
$257,414
0.03% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
2,595
shares
|
$254,569
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,577
shares
|
$252,803
0.01% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
2,535
shares
|
$248,683
0.05% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
2,534
shares
|
$248,585
0.11% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,492
shares
|
$244,465
0.0% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
2,434
shares
|
$238,775
0.13% of portfolio
|
Q3 2025
Reduced 37.57%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
2,355
shares
|
$231,025
0.02% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,349
shares
|
$230,436
0.01% of portfolio
|
Q4 2022
Reduced 6.45%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
2,343
shares
|
$229,848
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
2,300
shares
|
$225,630
0.03% of portfolio
|
Q3 2025
Reduced 83.65%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
2,277
shares
|
$223,373
0.12% of portfolio
|
Q3 2025
Reduced 0.91%
|
|