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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,949
shares
|
$583,596
0.0% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,941
shares
|
$582,812
0.0% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
5,929
shares
|
$581,634
0.0% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
5,680
shares
|
$557,208
0.02% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,642
shares
|
$553,480
0.08% of portfolio
|
Q3 2025
Added 23.21%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,638
shares
|
$553,087
0.16% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
5,583
shares
|
$547,692
0.22% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,562
shares
|
$545,632
0.02% of portfolio
|
Q3 2025
Added 25.84%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
5,523
shares
|
$541,806
0.4% of portfolio
|
Q3 2025
Reduced 37.07%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
5,411
shares
|
$530,819
0.08% of portfolio
|
Q3 2025
Added 97.34%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,281
shares
|
$518,066
0.0% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
5,177
shares
|
$507,863
0.03% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
5,133
shares
|
$503,547
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
5,121
shares
|
$502,370
0.2% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,108
shares
|
$501,094
0.17% of portfolio
|
Q3 2025
Added 18.05%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
5,105
shares
|
$500,800
0.05% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,075
shares
|
$497,857
0.03% of portfolio
|
Q3 2025
Added 27.1%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
5,020
shares
|
$492,462
0.18% of portfolio
|
Q3 2025
Added 68.46%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,950
shares
|
$485,595
0.05% of portfolio
|
Q3 2025
Added 24.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,906
shares
|
$481,278
0.02% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,891
shares
|
$479,807
0.01% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
4,880
shares
|
$478,728
0.11% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
4,857
shares
|
$476,471
0.02% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
4,834
shares
|
$474,215
0.09% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,819
shares
|
$472,743
0.21% of portfolio
|
Q3 2025
Added 5.03%
|
|