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 |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
43,058
shares
|
$4.22 Million
0.0% of portfolio
|
Q2 2025
Added 188.98%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
41,739
shares
|
$4.09 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
41,411
shares
|
$4.06 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
41,194
shares
|
$4.04 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
39,749
shares
|
$3.9 Million
3.27% of portfolio
|
Q3 2025
Added 58.79%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
39,497
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
38,808
shares
|
$3.81 Million
0.11% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
38,284
shares
|
$3.76 Million
2.87% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
37,506
shares
|
$3.68 Million
0.45% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
37,306
shares
|
$3.66 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
36,168
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2025
Added 22.29%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,808
shares
|
$3.51 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,684
shares
|
$3.5 Million
0.03% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,996
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.31%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
32,468
shares
|
$3.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,329
shares
|
$3.17 Million
0.38% of portfolio
|
Q1 2023
Reduced 2.74%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
31,300
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.05%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
30,710
shares
|
$3.01 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
27,970
shares
|
$2.74 Million
1.89% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,277
shares
|
$2.68 Million
0.45% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
27,130
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
27,000
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
26,538
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
26,079
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,801
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2022
Reduced 24.67%
|
|