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 |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
152,822
shares
|
$15 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
141,853
shares
|
$13.9 Million
2.86% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
137,357
shares
|
$13.5 Million
1.57% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
135,379
shares
|
$13.3 Million
3.23% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
127,396
shares
|
$12.5 Million
0.14% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
123,191
shares
|
$12.1 Million
2.4% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
123,106
shares
|
$12.1 Million
0.09% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
122,643
shares
|
$12 Million
0.05% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
118,255
shares
|
$11.6 Million
3.6% of portfolio
|
Q3 2025
Added 244.07%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
116,636
shares
|
$11.4 Million
0.79% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
112,849
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
95,576
shares
|
$9.38 Million
0.01% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
94,704
shares
|
$9.29 Million
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
93,416
shares
|
$9.16 Million
2.79% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
87,930
shares
|
$8.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
83,534
shares
|
$8.19 Million
1.65% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
83,388
shares
|
$8.18 Million
1.48% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
81,969
shares
|
$8.04 Million
1.85% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
81,658
shares
|
$8.01 Million
1.0% of portfolio
|
Q3 2025
Added 246.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,214
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
73,937
shares
|
$7.25 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
73,930
shares
|
$7.25 Million
2.86% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
72,453
shares
|
$7.11 Million
5.6% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
71,593
shares
|
$7.02 Million
0.03% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Florin Court Capital LLP
|
Nov 03, 2025 Q3 2025 |
68,827
shares
|
$6.75 Million
5.55% of portfolio
|
Q3 2025
Added 1.77%
|
|