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 |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
24,734
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
24,502
shares
|
$2.4 Million
0.09% of portfolio
|
Q3 2025
Added 18.92%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
22,922
shares
|
$2.25 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
21,740
shares
|
$2.13 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,521
shares
|
$2.01 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20,489
shares
|
$2.01 Million
0.61% of portfolio
|
Q1 2023
Added 1.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,427
shares
|
$2 Million
0.04% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
20,304
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
19,804
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
19,323
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
18,766
shares
|
$1.84 Million
0.64% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
18,640
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
18,626
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
17,792
shares
|
$1.75 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
16,830
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
16,585
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 41.37%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
15,940
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
15,817
shares
|
$1.55 Million
0.28% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
15,713
shares
|
$1.54 Million
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
15,697
shares
|
$1.54 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
15,016
shares
|
$1.47 Million
0.22% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
14,786
shares
|
$1.45 Million
0.5% of portfolio
|
Q3 2025
Added 21.32%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
14,750
shares
|
$1.45 Million
0.98% of portfolio
|
Q3 2025
Added 27.79%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,608
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 70.13%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
14,370
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 24.91%
|
|