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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
756
shares
|
$74,163
0.0% of portfolio
|
Q3 2025
Added 65.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
754
shares
|
$73,967
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
750
shares
|
$73,575
0.01% of portfolio
|
Q3 2025
Added 2677.78%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
618
shares
|
$60,625
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
611
shares
|
$59,939
0.06% of portfolio
|
Q3 2025
Added 73.09%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
595
shares
|
$58,369
0.13% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
547
shares
|
$53,660
0.0% of portfolio
|
Q3 2025
Added 54600.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
528
shares
|
$51,796
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
513
shares
|
$50,325
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
502
shares
|
$49,246
0.03% of portfolio
|
Q2 2022
Reduced 57.92%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
500
shares
|
$49,050
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
498
shares
|
$48,853
0.03% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
481
shares
|
$47,186
0.03% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
426
shares
|
$41,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
389
shares
|
$38,160
0.0% of portfolio
|
Q3 2025
Added 36.49%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
371
shares
|
$36,395
0.01% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
363
shares
|
$35,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
342
shares
|
$33,550
0.0% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
338
shares
|
$33,157
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
318
shares
|
$31,195
0.0% of portfolio
|
Q3 2025
Reduced 47.18%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
294
shares
|
$28,841
0.0% of portfolio
|
Q3 2025
Added 21.49%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
291
shares
|
$28,547
0.01% of portfolio
|
Q4 2023
Reduced 6.43%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
281
shares
|
$27,566
0.0% of portfolio
|
Q3 2025
Added 585.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
273
shares
|
$26,781
0.0% of portfolio
|
Q3 2025
Reduced 99.56%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$25,604
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|