iShares Convertible Bond ETFICVTETF
13F holders, Q2 2024 (June 30)301holders +29
49new positions
25sold out
3famous investors
$78.79avg. 13F price*
At the end of Q2 2024, 301 institutions reported holding iShares Convertible Bond ETF (ICVT) in their 13F filings, up 29 from Q1 2024. 49 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($174.5M), Envestnet Asset Management Inc. ($86.1M) and Susquehanna International Group, LLP ($80.5M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Convertible Bond ETF
- CUSIP
- 46435G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $137.0M |
| Exits | 25 | $17.6M |
All 13F filers, Q1 2024 → Q2 2024: 3,595,914 shares bought and 2,490,898 shares sold, net +1,105,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Bank of America Corp. | 0.02% | Add +11.0% | 2,219,572 | $174.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +14.5% | 1,094,735 | $86.1M |
| Susquehanna International Group, LLP | 0.14% | New | 1,023,245 | $80.5M |
| 1832 Asset Management L.P. | 0.10% | Add +162.9% | 729,587 | $57.4M |
| LPL Financial LLC | 0.02% | Add +8.3% | 503,155 | $39.6M |
| AMG National Trust Bank | 1.03% | Add +7.7% | 484,267 | $38.1M |
| Advisory Alpha, LLC | 1.33% | Add +1.9% | 428,286 | $33.7M |
| New York Life Investment Management LLC | 0.33% | Reduce -3.9% | 419,335 | $33.0M |
| Greenleaf Trust | 0.30% | Add +3.5% | 402,155 | $31.6M |
| Prestige Wealth Management Group LLC | 5.51% | Reduce -3.0% | 324,326 | $25.5M |
| BlackRock Inc. | 0.00% | Reduce -3.9% | 320,537 | $25.2M |
| Morgan Stanley | 0.00% | Add +17.4% | 268,971 | $21.1M |
| Ocean Park Asset Management, LLC | 1.00% | Add +31.0% | 268,600 | $21.1M |
| Baker Avenue Asset Management, LP | 0.71% | Reduce -1.3% | 264,277 | $20.8M |
| Ameriprise Financial Inc. | 0.01% | Add +14.8% | 262,361 | $20.6M |
| Jane Street Group, LLC | 0.02% | Add +10061.2% | 259,720 | $20.4M |
| Alliancebernstein L.P. | 0.01% | Add +12.3% | 209,370 | $16.5M |
| Nomura Asset Management Co. Ltd. | 0.06% | Reduce -6.8% | 207,096 | $16.3M |
| Cwm, LLC | 0.07% | Reduce -11.9% | 188,569 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Add +26.0% | 172,090 | $13.5M |
| Certified Advisory Corp | 1.61% | New | 163,020 | $12.8M |
| Adams Wealth Management | 2.78% | Add +7.5% | 153,626 | $12.1M |
| CacheTech Inc. | 2.78% | — | 153,626 | $12.1M |
| Cornerstone Planning Group LLC | 3.44% | Add +5.8% | 155,187 | $12.0M |
| Pictet North America Advisors SA | 1.24% | Add +288.5% | 145,208 | $11.4M |
| Osborne Partners Capital Management, LLC | 0.68% | Add +1.6% | 144,116 | $11.3M |
| Cetera Investment Advisers | 0.02% | Reduce -7.9% | 132,239 | $10.4M |
| 360 Financial, Inc. | 3.90% | Add +10.0% | 131,065 | $10.3M |
| OneDigital Investment Advisors LLC | 0.13% | Add +34.2% | 130,716 | $10.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +8.4% | 123,742 | $9.7M |
| Aire Advisors, LLC | 2.21% | Reduce -1.2% | 123,131 | $9.7M |
| Lebenthal Global Advisors, LLC | 2.03% | New | 117,816 | $9.3M |
| MML Investors Services, LLC | 0.03% | Add +13.4% | 105,058 | $8.3M |
| Guggenheim Capital LLC | 0.06% | Add +15.5% | 104,341 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +9.1% | 102,099 | $8.0M |
| Assetmark, Inc. | 0.02% | Reduce -93.2% | 101,704 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 86,279 | $6.8M |
| Hilltop Partners LLC | 2.50% | Add +7.0% | 86,244 | $6.8M |
| Raymond James & Associates | 0.00% | Reduce -0.5% | 84,999 | $6.7M |
| Financial Gravity Asset Management, Inc. | 1.58% | Add +14.2% | 80,611 | $6.3M |
| UBS Group AG | 0.00% | Add +4.3% | 74,552 | $5.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +5.9% | 68,632 | $5.4M |
| Elequin Capital, LP | 3.61% | New | 67,395 | $5.3M |
| Ssi Investment Management LLC | 1.97% | New | 63,419 | $5.0M |
| Kades & Cheifetz LLC | 3.08% | Add +1.7% | 62,369 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -67.0% | 59,695 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 56,479 | $4.4M |
| United Capital Financial Advisors, LLC | 0.04% | Add +13.5% | 55,988 | $4.4M |
| Park Avenue Securities LLC | 0.05% | Add +15.7% | 55,917 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Add +2.2% | 55,900 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | — | 56,431 | $4.4M |
| Gradient Investments LLC | 0.10% | Reduce -76.8% | 55,421 | $4.4M |
| Onyx Bridge Wealth Group LLC | 0.70% | New | 54,242 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.8% | 50,338 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.0% | 49,814 | $3.9M |
| Baron Financial Group, LLC | 2.46% | Reduce -1.5% | 49,255 | $3.9M |
| Wetzel Investment Advisors, Inc. | 2.17% | Add +0.1% | 47,346 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -11.3% | 47,888 | $3.8M |
| NewEdge Advisors, LLC | 0.03% | Add +109.6% | 47,711 | $3.8M |
| Foundations Investment Advisors, LLC | 0.09% | Add +8.2% | 46,844 | $3.7M |
| Outlook Wealth Advisors, LLC | 1.11% | Reduce -7.0% | 11,545 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +36.6% | 43,268 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -34.0% | 41,122 | $3.2M |
| Horizon Financial Services, LLC | 2.04% | Add +2.3% | 40,978 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.9% | 40,424 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +25.9% | 39,874 | $3.1M |
| Capital Wealth Management, LLC | 1.43% | Reduce -1.9% | 39,850 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 37,637 | $3.0M |
| Aspire Wealth Management Corp | 1.66% | Reduce -0.8% | 36,837 | $2.9M |
| LPWM LLC | 0.96% | Reduce -1.3% | 35,116 | $2.8M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +9.0% | 34,751 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -22.5% | 32,917 | $2.6M |
| Overbrook Management Corp | 0.65% | Reduce -21.0% | 32,523 | $2.6M |
| Windham Capital Management, LLC | 1.96% | No change | 31,799 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +1.0% | 30,369 | $2.4M |
| Central Pacific Bank - Trust Division | 0.30% | New | 30,190 | $2.4M |
| First Hawaiian Bank | 0.08% | New | 29,763 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +209.2% | 29,644 | $2.3M |
| Retireful, LLC | 1.00% | Reduce -30.2% | 27,132 | $2.1M |
| Provident Wealth Management, LLC | 0.78% | Reduce -5.2% | 27,096 | $2.1M |
| Bank of Montreal | 0.00% | Add +857.2% | 26,389 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.2% | 25,597 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -5.8% | 24,057 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Add +214.8% | 23,558 | $1.9M |
| Tidal Investments LLC | 0.03% | Add +1.3% | 23,920 | $1.9M |
| Mariner, LLC | 0.00% | Add +28.2% | 23,640 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -8.1% | 22,720 | $1.8M |
| Key Financial Inc | 0.42% | Reduce -1.1% | 22,193 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -5.6% | 20,937 | $1.6M |
| Kestra Investment Management, LLC | 0.11% | — | 20,849 | $1.6M |
| Perissos Private Wealth Management, LLC | 1.45% | Add +33.3% | 20,545 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -12.2% | 20,010 | $1.6M |
| FFG Retirement Advisors LLC | 1.04% | Add +169.8% | 18,926 | $1.5M |
| TSA Wealth Managment LLC | 0.63% | Reduce -6.1% | 18,770 | $1.5M |
| Pursue Wealth Partners LLC | 0.76% | No change | 17,650 | $1.4M |
| Dark Forest Capital Management LP | 0.25% | Add +26.4% | 17,423 | $1.4M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -58.5% | 17,345 | $1.4M |
| SteelPeak Wealth, LLC | 0.06% | Add +12.6% | 17,298 | $1.4M |
| Palogic Value Management, L.P. | 0.57% | Add +1.2% | 17,071 | $1.3M |
| Anfield Capital Management, LLC | 0.65% | Add +48.1% | 17,060 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.11% | Add +22.1% | 16,650 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | New | 16,427 | $1.3M |
| US Bancorp \de | 0.00% | Add +18.4% | 16,349 | $1.3M |
| Clark Capital Management Group, Inc. | 0.01% | New | 16,304 | $1.3M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -7.3% | 15,752 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +27.9% | 15,385 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -0.1% | 15,103 | $1.2M |
| Hohimer Wealth Management, LLC | 0.27% | No change | 15,016 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +26.5% | 14,487 | $1.1M |
| Econ Financial Services Corp | 0.70% | Add +2.1% | 14,358 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -77.5% | 13,563 | $1.1M |
| Alera Investment Advisors, LLC | 0.13% | New | 13,268 | $1.0M |
| Sowell Financial Services LLC | 0.05% | New | 12,780 | $1.0M |
| Herold Advisors, Inc. | 0.23% | No change | 12,440 | $978K |
| Horst & Graben Wealth Management LLC | 0.18% | Add +1.3% | 11,977 | $942K |
| Global Financial Private Client, LLC | 0.39% | Reduce -1.0% | 11,844 | $931K |
| Archer Investment Corp | 0.27% | No change | 11,688 | $919K |
| Comerica Bank | 0.00% | Add +3.0% | 11,515 | $905K |
| Strategic Blueprint, LLC | 0.06% | Add +27.5% | 10,851 | $853K |
| Windsor Capital Management, LLC | 0.26% | Add +10.3% | 10,691 | $841K |
| Tidemark, LLC | 0.38% | Add +147.3% | 10,472 | $823K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -36.5% | 10,399 | $818K |
| Richard W. Paul & Associates, LLC | 0.31% | Add +6.2% | 10,336 | $813K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -2.5% | 10,042 | $790K |
| Prudential Financial Inc. | 0.00% | Add +56.5% | 9,974 | $784K |
| CoreCap Advisors, LLC | 0.08% | Reduce -0.5% | 9,813 | $772K |
| Quad-Cities Investment Group, LLC | 0.43% | Add +19.3% | 9,808 | $771K |
| Kelly Financial Services LLC | 0.27% | Add +4.9% | 9,768 | $768K |
| Perigon Wealth Management, LLC | 0.02% | Add +16.8% | 9,623 | $757K |
| OneAscent Financial Services LLC | 0.10% | Reduce -10.0% | 9,554 | $751K |
| PFG Advisors | 0.05% | Add +249.3% | 9,070 | $713K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,244 | $648K |
| AE Wealth Management LLC | 0.01% | Add +27.1% | 8,066 | $634K |
| Creative Financial Designs Inc. | 0.06% | Add +23.8% | 7,849 | $617K |
| Millington Financial Advisors, LLC | 0.43% | Add +0.4% | 7,842 | $617K |
| Farther Finance Advisors, LLC | 0.03% | Add +52.7% | 7,686 | $602K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.1% | 7,637 | $601K |
| Simplicity Wealth,LLC | 0.01% | Add +26.2% | 7,621 | $599K |
| Advisory Services Network, LLC | 0.01% | Reduce -17.0% | 7,560 | $594K |
| RHS Financial, LLC | 0.35% | Reduce -10.9% | 7,380 | $580K |
| Brookstone Capital Management | 0.01% | Add +10.4% | 7,146 | $576K |
| Blue Trust, Inc. | 0.01% | No change | 7,199 | $575K |
| Independent Wealth Network Inc. | 0.26% | Add +0.3% | 7,145 | $562K |
| Advisors Asset Management, Inc. | 0.01% | Add +8.2% | 6,783 | $533K |
| Modera Wealth Management, LLC | 0.01% | Reduce -57.5% | 6,769 | $532K |
| Ridgewood Investments LLC | 0.27% | Reduce -2.2% | 6,744 | $530K |
| Gries Financial LLC | 0.11% | Add +19.7% | 6,708 | $527K |
| Aletheian Wealth Advisors LLC | 0.27% | Add +13.2% | 6,494 | $511K |
| JB Capital LLC | 0.03% | Add +10.3% | 6,440 | $506K |
| Security Financial Services, INC. | 0.11% | Add +1.4% | 6,271 | $493K |
| SigFig Wealth Management, LLC | 0.02% | Add +19.6% | 6,264 | $493K |
| Scissortail Wealth Management, LLC | 0.12% | Reduce -2.1% | 6,204 | $488K |
| Invst, LLC | 0.05% | Add +24.6% | 6,220 | $487K |
| Transamerica Financial Advisors, LLC | 0.05% | No change | 5,966 | $470K |
| Bay Harbor Wealth Management, LLC | 0.16% | Add +5.5% | 5,917 | $465K |
| Shared Vision Wealth Group LLC | 0.27% | Add +6.1% | 5,901 | $464K |
| Milestone Asset Management, LLC | 0.11% | New | 5,805 | $456K |
| PAX Financial Group, LLC | 0.09% | Add +55.8% | 5,694 | $448K |
| Austin Private Wealth, LLC | 0.05% | Add +2.7% | 5,693 | $448K |
| Ascent Group, LLC | 0.04% | Reduce -73.2% | 5,690 | $447K |
| Summit X, LLC | 0.10% | Reduce -1.1% | 5,666 | $446K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -11.2% | 5,537 | $435K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.5% | 5,513 | $433K |
| WealthShield Partners, LLC | 0.07% | Add +28.8% | 5,428 | $427K |
| Northwest Capital Management Inc | 0.15% | Reduce -51.0% | 5,370 | $422K |
| Copperleaf Capital, LLC | 0.33% | New | 5,238 | $412K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +63.8% | 5,158 | $406K |
| Wealthfront Advisers LLC | 0.00% | Add +21.2% | 4,855 | $382K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +1.4% | 4,841 | $381K |
| Bigelow Investment Advisors, LLC | 0.18% | Reduce -3.0% | 4,811 | $378K |
| McAdam, LLC | 0.02% | Reduce -9.6% | 4,722 | $371K |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.6% | 4,703 | $370K |
| Scarborough Advisors, LLC | 0.15% | Add +1.3% | 4,699 | $369K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +20.2% | 4,607 | $362K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +20.2% | 4,607 | $362K |
| IFP Advisors, Inc | 0.01% | Reduce -1.0% | 4,579 | $360K |
| Mosley Wealth Management | 0.30% | Reduce -1.3% | 4,472 | $352K |
| BCGM Wealth Management, LLC | 0.12% | Add +33.6% | 4,339 | $341K |
| O'ROURKE & COMPANY, Inc | 0.19% | Reduce -7.3% | 4,326 | $340K |
| Morningstar Investment Services LLC | 0.00% | Add +47.1% | 4,299 | $339K |
| TNF LLC | 0.12% | New | 4,209 | $336K |
| Ewa, LLC | 0.14% | Reduce -3.5% | 4,148 | $333K |
| True Vision MN LLC | 0.21% | Add +15.0% | 4,125 | $324K |
| FinTrust Capital Advisors, LLC | 0.06% | Add +0.9% | 4,116 | $324K |
| Braun-Bostich & Associates Inc. | 0.24% | New | 4,043 | $318K |
| Wells Fargo & Company | 0.00% | Add +1781.5% | 3,970 | $312K |
| High Falls Advisors, Inc | 0.07% | New | 3,910 | $307K |
| Stokes Family Office, LLC | 0.04% | Add +3.9% | 3,808 | $299K |
| Principal Securities, Inc. | 0.01% | Add +18.1% | 3,771 | $297K |
| WBH Advisory Inc. | 0.03% | Add +0.2% | 3,725 | $293K |
| Meridian Wealth Management, LLC | 0.03% | New | 3,684 | $290K |
| Alterna Wealth Management, Inc. | 0.25% | New | 3,611 | $284K |
| Stone House Investment Management, LLC | 0.07% | Add +17.6% | 3,588 | $282K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +10.8% | 3,581 | $282K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,562 | $280K |
| Scotia Capital Inc. | 0.00% | Reduce -1.3% | 3,529 | $277K |
| One Wealth Advisors, LLC | 0.06% | Add +23.9% | 3,463 | $274K |
| Optivise Advisory Services LLC | 0.15% | — | 3,479 | $274K |
| Synergy Asset Management, LLC | 0.04% | Add +11.7% | 3,449 | $271K |
| Pettinga Financial Advisors LLC | 0.07% | Reduce -21.9% | 3,434 | $270K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +22.5% | 3,419 | $269K |
| Gotham Asset Management | 0.00% | Add +4.2% | 3,413 | $268K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Add +1.4% | 3,293 | $259K |
| GeoWealth Management, LLC | 0.01% | New | 3,235 | $254K |
| Citizens Financial Group Inc. | 0.01% | New | 3,231 | $254K |
| Avior Wealth Management, LLC | 0.01% | Reduce -26.8% | 3,183 | $250K |
| Front Row Advisors LLC | 0.09% | Reduce -0.8% | 3,153 | $248K |
| Keystone Financial Services | 0.10% | Add +7.1% | 3,120 | $245K |
| Liberty Wealth Management LLC | 0.04% | Add +11.8% | 3,667 | $240K |
| Sharkey, Howes & Javer | 0.04% | New | 3,044 | $239K |
| Private Trust Co. NA | 0.03% | Add +7.7% | 2,978 | $234K |
| Icon Wealth Advisors, LLC | 0.02% | Add +31.7% | 2,906 | $233K |
| Creative Planning | 0.00% | Add +2.7% | 2,962 | $233K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 2,929 | $230K |
| Dynasty Wealth Management, LLC | 0.01% | New | 2,926 | $230K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -87.3% | 2,918 | $229K |
| Csenge Advisory Group | 0.01% | Reduce -88.6% | 2,845 | $224K |
| Oliver Luxxe Assets LLC | 0.05% | New | 2,807 | $221K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,770 | $218K |
| James Investment Research, Inc. | 0.03% | Reduce -6.8% | 2,744 | $216K |
| Townsquare Capital LLC | 0.00% | Reduce -11.7% | 2,698 | $212K |
| Plan Group Financial, LLC | 0.13% | Add +2.8% | 2,669 | $210K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,666 | $210K |
| Lido Advisors, LLC | 0.00% | New | 2,652 | $209K |
| First National Bank & Trust Co. of Newtown | 0.04% | Reduce -1.9% | 2,635 | $207K |
| Ehrlich Financial Group | 0.16% | New | 2,585 | $203K |
| Regal Investment Advisors LLC | 0.01% | New | 2,563 | $202K |
| Betterment LLC | 0.00% | New | 2,551 | $201K |
| Blair William & Co. | 0.00% | Reduce -10.5% | 2,498 | $196K |
| Spectrum Wealth Counsel, LLC | 0.02% | New | 2,382 | $187K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,060 | $162K |
| Element Wealth, LLC | 0.09% | No change | 2,013 | $158K |
| Provida Pension Fund Administrator | 0.00% | No change | 2,000 | $158K |
| Tsfg, LLC | 0.04% | New | 1,944 | $153K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.1% | 1,854 | $146K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -9.3% | 1,800 | $142K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -0.9% | 1,787 | $141K |
| Pinnacle Holdings, LLC | 0.06% | No change | 1,693 | $133K |
| Citadel Advisors | 0.00% | New | 1,529 | $120K |
| Harbour Investments, Inc. | 0.00% | Reduce -12.5% | 1,509 | $119K |
| Dunhill Financial, LLC | 0.06% | Add +0.3% | 1,267 | $100K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -99.5% | 1,231 | $97K |
| First Horizon Advisors, Inc. | 0.00% | Add +48.2% | 1,221 | $96K |
| Brown Financial Advisors | 0.04% | — | 1,204 | $95K |
| Capital Analysts, LLC | 0.00% | Add +1612.9% | 1,199 | $94K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -14.8% | 1,070 | $84K |
| Global Retirement Partners, LLC | 0.00% | Reduce -56.8% | 843 | $66K |
| Ancora Advisors LLC | 0.00% | Reduce -0.5% | 801 | $63K |
| Mattson Financial Services, LLC | 0.02% | — | 776 | $61K |
| AdvisorNet Financial, Inc | 0.01% | Add +18.5% | 774 | $61K |
| NBT Bank, N.A. | 0.00% | Reduce -7.5% | 750 | $59K |
| Wells Financial Advisors INC | 0.04% | New | 740 | $58K |
| VitalStone Financial, LLC | 0.04% | Reduce -1.2% | 732 | $58K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 625 | $49K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 527 | $41K |
| Ashton Thomas Securities, LLC | 0.01% | — | 501 | $39K |
| Park Place Capital Corp | 0.01% | Reduce -67.4% | 494 | $39K |
| Continuum Advisory, LLC | 0.01% | Add +1.5% | 468 | $37K |
| HM Payson & Co. | 0.00% | No change | 426 | $33K |
| International Assets Investment Management, LLC | 0.00% | New | 415 | $33K |
| LRI Investments, LLC | 0.00% | No change | 375 | $29K |
| LGT Financial Advisors LLC | 0.06% | Add +336.1% | 362 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +210.6% | 323 | $26K |
| Larson Financial Group LLC | 0.00% | New | 305 | $24K |
| Spire Wealth Management | 0.00% | Reduce -97.1% | 300 | $24K |
| Triad Wealth Partners, LLC | 0.01% | New | 296 | $23K |
| Sunbelt Securities, Inc. | 0.00% | New | 281 | $22K |
| Aspire Private Capital, LLC | 0.00% | Add +18.9% | 233 | $18K |
| Semmax Financial Advisors Inc. | 0.01% | Add +26.7% | 209 | $17K |
| Tucker Asset Management LLC | 0.00% | Reduce -5.0% | 210 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 209 | $16K |
| ORG Partners LLC | 0.00% | New | 188 | $15K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 189 | $15K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +3.9% | 160 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 155 | $12K |
| Crewe Advisors LLC | 0.00% | No change | 154 | $12K |
| Parallel Advisors, LLC | 0.00% | No change | 138 | $11K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 133 | $10K |
| Whittier Trust Co. | 0.00% | No change | 130 | $10K |
| Naples Money Management LLC | 0.01% | New | 107 | $8K |
| Raleigh Capital Management Inc. | 0.00% | Add +21.8% | 106 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Add +47.1% | 103 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 102 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 101 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 86 | $7K |
| Webster Bank, N. A. | 0.00% | Add +18.1% | 85 | $7K |
| Mather Group, Llc. | 0.00% | New | 74 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 70 | $6K |
| Citigroup Inc. | 0.00% | Add +28.6% | 63 | $5K |
| Hershey Financial Advisers, LLC | 0.00% | — | 48 | $4K |
| Opal Wealth Advisors, LLC | 0.00% | New | 46 | $4K |
| WASHINGTON TRUST Co | 0.00% | Reduce -84.3% | 41 | $3K |
| WR Wealth Planners, LLC | 0.00% | Add +12.1% | 37 | $3K |
| Bank of New Hampshire | 0.00% | No change | 33 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 24 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -85.3% | 23 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -98.1% | 6 | $464 |
| Camelot Portfolios, LLC | 0.00% | New | 5 | $379 |
| American National Bank & Trust | 0.00% | New | 4 | $315 |
| FMR LLC | 0.00% | New | 3 | $236 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $79 |
"% of holder's portfolio" is ICVT's weight in each manager's 13F, not the share of iShares Convertible Bond ETF the manager owns.