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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,276
shares
|
$223,275
0.08% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,250
shares
|
$220,725
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
2,176
shares
|
$213,465
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,113
shares
|
$207,285
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
2,107
shares
|
$206,696
0.01% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
2,097
shares
|
$205,715
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
2,097
shares
|
$205,715
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
2,069
shares
|
$202,968
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,069
shares
|
$202,968
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
2,021
shares
|
$198,260
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,021
shares
|
$198,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,978
shares
|
$194,041
0.04% of portfolio
|
Q3 2025
Reduced 98.33%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,946
shares
|
$190,902
0.01% of portfolio
|
Q3 2025
Reduced 45.94%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,800
shares
|
$176,580
0.01% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$155,782
0.0% of portfolio
|
Q3 2025
Added 23.87%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,587
shares
|
$155,684
0.0% of portfolio
|
Q2 2025
Reduced 35.62%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
1,560
shares
|
$153,036
0.0% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,377
shares
|
$135,083
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,350
shares
|
$132,435
0.01% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,311
shares
|
$128,609
0.15% of portfolio
|
Q3 2025
Reduced 49.94%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,113
shares
|
$109,185
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,106
shares
|
$108,498
0.03% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
962
shares
|
$94,372
0.11% of portfolio
|
Q3 2022
Added 1750.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
933
shares
|
$91,527
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
905
shares
|
$88,780
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|