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 392 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
8,174
shares
|
$801,869
0.08% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
8,097
shares
|
$794,315
0.03% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
8,021
shares
|
$786,860
0.17% of portfolio
|
Q4 2025
Reduced 4.03%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
7,690
shares
|
$754,389
0.29% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
7,687
shares
|
$754,094
0.6% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
7,465
shares
|
$732,316
0.02% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,330
shares
|
$719,073
0.01% of portfolio
|
Q3 2025
Added 74.61%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
7,265
shares
|
$712,696
0.51% of portfolio
|
Q3 2022
Reduced 3.26%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
7,179
shares
|
$704,259
0.25% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
7,171
shares
|
$703,475
0.3% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
7,098
shares
|
$696,313
0.28% of portfolio
|
Q4 2025
Added 126.2%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6,944
shares
|
$681,206
0.34% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
6,832
shares
|
$670,219
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
6,780
shares
|
$665,118
0.02% of portfolio
|
Q4 2025
Reduced 3.12%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
6,775
shares
|
$664,627
0.17% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
6,769
shares
|
$664,038
0.08% of portfolio
|
Q3 2025
Added 30.37%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,754
shares
|
$662,567
0.0% of portfolio
|
Q3 2025
Added 100.06%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,721
shares
|
$659,330
0.19% of portfolio
|
Q4 2025
Added 19.21%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
6,683
shares
|
$655,602
0.19% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
6,655
shares
|
$652,855
0.5% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
6,385
shares
|
$626,368
0.05% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,279
shares
|
$615,969
0.27% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
6,193
shares
|
$607,533
0.12% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,181
shares
|
$606,356
0.33% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
6,135
shares
|
$601,843
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|