iShares Convertible Bond ETFICVTETF
13F holders, Q4 2024 (December 31)349holders +46
49new positions
21sold out
2famous investors
$85.00avg. 13F price*
At the end of Q4 2024, 349 institutions reported holding iShares Convertible Bond ETF (ICVT) in their 13F filings, up 46 from Q3 2024. 49 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($208.5M), Envestnet Asset Management Inc. ($124.8M) and LPL Financial LLC ($80.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares Convertible Bond ETF
- CUSIP
- 46435G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $66.7M |
| Exits | 21 | $15.4M |
All 13F filers, Q3 2024 → Q4 2024: 4,083,794 shares bought and 504,239 shares sold, net +3,579,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 349 holders
| Bank of America Corp. | 0.02% | Add +5.9% | 2,454,117 | $208.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +30.4% | 1,469,314 | $124.8M |
| LPL Financial LLC | 0.03% | Add +77.4% | 945,340 | $80.3M |
| Goldman Sachs Group Inc. | 0.01% | No change | 917,900 | $78.0M |
| 1832 Asset Management L.P. | 0.10% | Reduce -9.0% | 663,358 | $56.4M |
| New York Life Investment Management LLC | 0.41% | Add +3.1% | 492,630 | $41.9M |
| AMG National Trust Bank | 1.13% | Reduce -0.2% | 479,822 | $40.8M |
| Advisory Alpha, LLC | 1.34% | Reduce -3.5% | 443,338 | $37.7M |
| Greenleaf Trust | 0.33% | Add +2.7% | 430,412 | $36.6M |
| BlackRock, Inc. | 0.00% | Add +34.3% | 427,565 | $36.3M |
| Lebenthal Global Advisors, LLC | 6.49% | Add +83.6% | 418,271 | $35.5M |
| Bank of Nova Scotia | 0.06% | Add +125.6% | 399,700 | $34.0M |
| Morgan Stanley | 0.00% | Add +32.3% | 362,757 | $30.8M |
| Ocean Park Asset Management, LLC | 1.03% | Add +32.8% | 356,700 | $30.3M |
| Howard Capital Management, LLC | 0.45% | Add +5.2% | 337,900 | $28.7M |
| Prestige Wealth Management Group LLC | 5.55% | Add +323880.4% | 314,261 | $26.7M |
| JPMorgan Chase & Co. | 0.00% | Add +32.4% | 302,074 | $25.7M |
| Alliancebernstein L.P. | 0.01% | No change | 276,400 | $23.5M |
| Baker Avenue Asset Management, LP | 0.71% | Add +11.1% | 273,244 | $23.2M |
| Assetmark, Inc. | 0.06% | Add +1.9% | 259,371 | $22.0M |
| Cetera Investment Advisers | 0.04% | Add +48.3% | 231,531 | $19.7M |
| Pictet North America Advisors SA | 1.85% | Add +55.6% | 229,300 | $19.5M |
| Cwm, LLC | 0.08% | Add +21.6% | 222,201 | $18.9M |
| Tradewinds Capital Management, LLC | 4.66% | Reduce -7.1% | 207,591 | $17.6M |
| Ameriprise Financial Inc. | 0.00% | Add +81.3% | 187,134 | $15.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +44.2% | 182,740 | $15.5M |
| OneDigital Investment Advisors LLC | 0.18% | Add +33.2% | 180,897 | $15.4M |
| CacheTech Inc. | 2.85% | Add +10.9% | 178,758 | $15.2M |
| Adams Wealth Management | 2.87% | Add +9.4% | 176,378 | $15.0M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -9.3% | 174,636 | $14.8M |
| Certified Advisory Corp | 1.55% | Add +0.9% | 168,094 | $14.3M |
| Cornerstone Planning Group LLC | 3.50% | Add +0.5% | 163,761 | $14.3M |
| Osborne Partners Capital Management, LLC | 0.73% | Reduce -0.3% | 147,715 | $12.6M |
| 360 Financial, Inc. | 4.34% | Add +3.6% | 141,367 | $12.0M |
| Tme Financial, Inc. | 11.16% | — | 142,736 | $11.9M |
| MML Investors Services, LLC | 0.04% | Add +25.1% | 131,821 | $11.2M |
| Insight Wealth Strategies, LLC | 1.45% | New | 127,277 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +597.5% | 119,923 | $10.5M |
| Aire Advisors, LLC | 2.09% | Add +5.0% | 119,279 | $10.1M |
| Guggenheim Capital LLC | 0.08% | Add +3.5% | 114,021 | $9.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +128.4% | 112,270 | $9.5M |
| Redhawk Wealth Advisors, Inc. | 1.26% | New | 109,694 | $9.3M |
| Jane Street Group, LLC | 0.01% | New | 102,413 | $8.7M |
| Raymond James Financial Inc. | 0.00% | — | 99,737 | $8.5M |
| Stifel Financial Corp. | 0.01% | Add +10.3% | 99,269 | $8.4M |
| Hilltop Partners LLC | 2.64% | Add +0.1% | 91,117 | $7.7M |
| Onyx Bridge Wealth Group LLC | 1.10% | Add +1283.1% | 90,194 | $7.7M |
| NewEdge Advisors, LLC | 0.04% | Add +28.8% | 83,350 | $7.1M |
| UBS Group AG | 0.00% | Add +3.6% | 82,615 | $7.0M |
| Ssi Investment Management LLC | 2.47% | Add +6.9% | 81,358 | $6.9M |
| Osaic Holdings, Inc. | 0.02% | Add +37.9% | 80,959 | $6.9M |
| Park Avenue Securities LLC | 0.07% | Add +43.9% | 78,297 | $6.7M |
| United Capital Financial Advisors, LLC | 0.06% | Add +39.5% | 78,061 | $6.6M |
| Foundations Investment Advisors, LLC | 0.13% | Add +41.5% | 76,754 | $6.5M |
| Financial Gravity Companies, Inc. | 1.48% | Add +3.2% | 76,274 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.0% | 70,768 | $6.0M |
| Bank of New York Mellon Corp | 0.00% | Add +48.9% | 65,496 | $5.6M |
| Centerline Wealth Advisors, LLC | 3.23% | — | 64,838 | $5.5M |
| Mascagni Wealth Management, Inc. | 5.36% | — | 64,392 | $5.4M |
| Kades & Cheifetz LLC | 2.74% | Reduce -2.5% | 63,096 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +58.6% | 62,449 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -4.7% | 58,839 | $5.2M |
| AE Wealth Management LLC | 0.04% | Add +543.1% | 58,443 | $5.0M |
| Equitable Holdings, Inc. | 0.05% | Add +11.5% | 57,799 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -13.7% | 57,131 | $4.9M |
| Fig Financial Advisory Services Inc. | 3.26% | — | 56,473 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +36.1% | 56,329 | $4.8M |
| CreativeOne Wealth, LLC | 0.14% | Add +28.3% | 55,618 | $4.7M |
| Florin Court Capital LLP | 4.81% | Reduce -9.8% | 54,508 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +13.8% | 54,180 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.8% | 53,975 | $4.6M |
| Friedenthal Financial | 2.58% | New | 51,972 | $4.4M |
| IHT Wealth Management, LLC | 0.14% | Reduce -10.3% | 50,902 | $4.3M |
| Financial Sense Advisors, Inc. | 1.41% | New | 49,309 | $4.2M |
| Baron Financial Group, LLC | 2.57% | Reduce -0.2% | 48,818 | $4.1M |
| Renaissance Technologies | 0.01% | Reduce -14.0% | 47,303 | $4.0M |
| Q3 Asset Management | 2.50% | New | 47,278 | $4.0M |
| Wetzel Investment Advisors, Inc. | 2.00% | Add +0.5% | 47,256 | $4.0M |
| Truist Financial Corp. | 0.01% | Add +11.0% | 43,458 | $3.7M |
| Client First Investment Management LLC | 2.33% | Add +271.2% | 42,595 | $3.6M |
| First Hawaiian Bank | 0.11% | Add +14.9% | 40,871 | $3.5M |
| Central Pacific Bank - Trust Division | 0.47% | Add +2.7% | 40,766 | $3.5M |
| Horizon Financial Services, LLC | 1.94% | Reduce -2.4% | 40,704 | $3.5M |
| Capital Wealth Management, LLC | 1.37% | Reduce -6.2% | 37,530 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +6.8% | 33,715 | $2.9M |
| BlueStem Wealth Partners, LLC | 0.36% | — | 32,691 | $2.8M |
| KFG Wealth Management, LLC | 0.50% | New | 31,538 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | New | 29,200 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -8.8% | 28,054 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +34.9% | 27,810 | $2.4M |
| Clark Capital Management Group, Inc. | 0.02% | Add +0.4% | 27,689 | $2.4M |
| SteelPeak Wealth, LLC | 0.10% | Add +48.5% | 27,439 | $2.3M |
| Mariner, LLC | 0.00% | Add +32.2% | 25,637 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +64.5% | 25,304 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +25.0% | 25,125 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.19% | Add +44.7% | 24,938 | $2.1M |
| Retireful, LLC | 1.19% | New | 24,849 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.4% | 24,780 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.4% | 24,675 | $2.1M |
| Kestra Investment Management, LLC | 0.08% | Add +1.6% | 24,635 | $2.1M |
| Provident Wealth Management, LLC | 0.70% | Reduce -2.4% | 24,594 | $2.1M |
| TSA Wealth Managment LLC | 0.85% | Add +29.0% | 24,582 | $2.1M |
| Modern Wealth Management, LLC | 0.08% | New | 24,257 | $2.1M |
| Overbrook Management Corp | 0.43% | Reduce -19.5% | 23,371 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -1.0% | 22,777 | $1.9M |
| US Bancorp \de | 0.00% | Add +27.6% | 21,278 | $1.8M |
| Pursue Wealth Partners LLC | 1.01% | No change | 20,816 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.30% | Add +48.1% | 20,139 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +23.3% | 19,229 | $1.6M |
| SWP Financial LLC | 0.94% | New | 18,312 | $1.6M |
| Perissos Private Wealth Management, LLC | 1.14% | Reduce -0.7% | 17,920 | $1.5M |
| Tidal Investments LLC | 0.01% | Reduce -18.3% | 17,247 | $1.5M |
| Integrity Alliance, Llc. | 0.16% | — | 17,031 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +52.1% | 17,023 | $1.4M |
| Dynasty Wealth Management, LLC | 0.02% | New | 16,472 | $1.4M |
| Acute Investment Advisory, LLC | 1.52% | Reduce -47.4% | 16,302 | $1.4M |
| Dark Forest Capital Management LP | 0.20% | Reduce -1.5% | 15,990 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Add +49.6% | 15,413 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -0.3% | 14,887 | $1.3M |
| Hohimer Wealth Management, LLC | 0.24% | No change | 15,016 | $1.3M |
| Triad Wealth Partners, LLC | 0.44% | New | 14,365 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Add +23.4% | 14,130 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +80.4% | 13,309 | $1.1M |
| Kelly Financial Services LLC | 0.39% | Add +38.1% | 12,646 | $1.1M |
| PFG Advisors | 0.06% | Add +21.2% | 12,237 | $1.0M |
| Keystone Wealth Services, LLC | 0.28% | New | 12,225 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +44.6% | 12,137 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.03% | — | 11,904 | $1.0M |
| Herold Advisors, Inc. | 0.22% | No change | 11,870 | $1.0M |
| Advus Financial Partners, LLC | 0.28% | Add +140.3% | 11,813 | $1.0M |
| Global Financial Private Client, LLC | 0.38% | Add +0.3% | 11,804 | $1.0M |
| Ascent Group, LLC | 0.07% | Add +61.4% | 11,750 | $998K |
| Archer Investment Corp | 0.27% | No change | 11,688 | $993K |
| Key Financial Inc | 0.22% | Reduce -47.3% | 11,639 | $989K |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.7% | 11,582 | $984K |
| Blue Trust, Inc. | 0.01% | Add +35.1% | 11,385 | $967K |
| Outlook Wealth Advisors, LLC | 0.28% | Reduce -2.2% | 11,366 | $966K |
| Quad-Cities Investment Group, LLC | 0.47% | Add +4.6% | 11,236 | $955K |
| Windsor Capital Management, LLC | 0.28% | Reduce -8.3% | 11,209 | $952K |
| Gries Financial LLC | 0.17% | Add +20.8% | 11,113 | $944K |
| Tidemark, LLC | 0.36% | Add +1.3% | 11,024 | $937K |
| Banque Pictet & Cie SA | 0.01% | New | 10,963 | $932K |
| Creative Financial Designs Inc. | 0.07% | Add +33.2% | 10,818 | $919K |
| Farther Finance Advisors, LLC | 0.03% | Add +32.8% | 10,719 | $911K |
| Greykasell Wealth Strategies, Inc. | 0.50% | — | 10,681 | $908K |
| Centurion Wealth Management LLC | 0.28% | Add +10.8% | 10,569 | $898K |
| Midwest Capital Advisors, LLC | 0.66% | — | 10,553 | $897K |
| Richard W. Paul & Associates, LLC | 0.32% | Reduce -0.8% | 10,431 | $886K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.3% | 10,361 | $880K |
| Calamos Wealth Management LLC | 0.04% | New | 10,300 | $875K |
| Invst, LLC | 0.11% | Add +68.8% | 10,244 | $870K |
| Synergy Asset Management, LLC | 0.07% | Add +159.9% | 10,065 | $850K |
| Brookstone Capital Management | 0.01% | Reduce -0.4% | 9,850 | $837K |
| Croban | 0.81% | — | 9,675 | $822K |
| Bay Harbor Wealth Management, LLC | 0.26% | Add +58.9% | 9,395 | $798K |
| CoreCap Advisors, LLC | 0.04% | Reduce -2.5% | 9,358 | $795K |
| Stokes Family Office, LLC | 0.08% | Add +116.8% | 9,148 | $777K |
| Millington Financial Advisors, LLC | 0.45% | Add +8.3% | 8,878 | $775K |
| Austin Private Wealth, LLC | 0.07% | Add +55.2% | 8,934 | $759K |
| OneAscent Financial Services LLC | 0.06% | New | 8,786 | $747K |
| Advisors Asset Management, Inc. | 0.01% | Add +15.1% | 8,758 | $744K |
| United Advisor Group, LLC | 0.15% | New | 8,754 | $744K |
| Advisory Services Network, LLC | 0.01% | Add +10.4% | 8,347 | $709K |
| Atlatl Advisers LLC | 0.41% | — | 8,278 | $703K |
| Shared Vision Wealth Group LLC | 0.37% | Add +36.8% | 8,263 | $702K |
| SigFig Wealth Management, LLC | 0.03% | Add +26.8% | 8,155 | $694K |
| LPWM LLC | 0.22% | Reduce -77.6% | 8,052 | $684K |
| Comerica Bank | 0.00% | Reduce -32.4% | 7,781 | $661K |
| WealthShield Partners, LLC | 0.09% | Add +41.6% | 7,693 | $654K |
| JB Capital LLC | 0.04% | Add +18.8% | 7,392 | $628K |
| Security Financial Services, INC. | 0.13% | Add +21.4% | 7,337 | $623K |
| Scarborough Advisors, LLC | 0.09% | Add +34.0% | 7,335 | $623K |
| Scissortail Wealth Management, LLC | 0.16% | Add +15412.8% | 7,291 | $620K |
| Copperleaf Capital, LLC | 0.39% | Add +35.7% | 7,224 | $614K |
| Cerity Partners LLC | 0.00% | New | 7,124 | $605K |
| PAX Financial Group, LLC | 0.11% | Add +12.5% | 7,119 | $605K |
| Milestone Asset Management, LLC | 0.13% | Add +6.5% | 6,992 | $594K |
| Independent Wealth Network Inc. | 0.24% | Reduce -0.9% | 6,922 | $588K |
| Comprehensive Money Management Services LLC | 0.48% | — | 6,837 | $581K |
| Ridgewood Investments LLC | 0.28% | Add +3.6% | 6,800 | $578K |
| Sigma Planning Corp | 0.02% | Reduce -0.4% | 6,741 | $573K |
| Synergy Investment Management, LLC | 0.24% | — | 6,628 | $563K |
| BCGM Wealth Management, LLC | 0.18% | Add +55.3% | 6,598 | $561K |
| SG Americas Securities, LLC | 0.00% | New | 6,402 | $544K |
| Mosley Wealth Management | 0.33% | Add +34.3% | 6,181 | $540K |
| Summit X, LLC | 0.12% | Add +13.0% | 6,320 | $537K |
| Ewa, LLC | 0.19% | Reduce -2.8% | 6,105 | $519K |
| Aletheian Wealth Advisors LLC | 0.29% | Reduce -4.2% | 5,860 | $498K |
| Snowden Capital Advisors LLC | 0.02% | Add +4.5% | 5,819 | $494K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.3% | 5,697 | $484K |
| True Vision MN LLC | 0.29% | Add +36.3% | 5,686 | $483K |
| Braun-Bostich & Associates Inc. | 0.35% | Add +35.1% | 5,672 | $482K |
| Sharkey, Howes & Javer | 0.07% | Add +44.0% | 5,624 | $478K |
| High Falls Advisors, Inc | 0.11% | Add +33.5% | 5,621 | $478K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 5,516 | $469K |
| Quadrant Private Wealth Management, LLC | 0.11% | Add +52.2% | 5,452 | $463K |
| Duncan Williams Asset Management, LLC | 0.18% | Add +34.3% | 5,372 | $456K |
| Northwest Capital Management Inc | 0.19% | Reduce -18.2% | 5,312 | $451K |
| Arete Wealth Advisors, LLC | 0.03% | New | 5,278 | $449K |
| Integrated Wealth Concepts LLC | 0.01% | Add +27.6% | 5,242 | $445K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.4% | 5,222 | $444K |
| BOS Asset Management, LLC | 0.16% | Add +68.3% | 5,191 | $441K |
| One Wealth Advisors, LLC | 0.07% | Add +25.0% | 5,167 | $439K |
| Acorn Wealth Advisors, LLC | 0.18% | Reduce -2.0% | 5,135 | $436K |
| Stone House Investment Management, LLC | 0.11% | Add +26.0% | 5,021 | $427K |
| Transamerica Financial Advisors, LLC | 0.04% | Reduce -5.8% | 5,012 | $426K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +43.0% | 4,906 | $417K |
| Trek Financial, LLC | 0.03% | New | 4,853 | $412K |
| O'ROURKE & COMPANY, Inc | 0.20% | No change | 4,823 | $410K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +29.9% | 4,657 | $408K |
| Creative Planning | 0.00% | Add +39.0% | 4,621 | $393K |
| Wealthfront Advisers LLC | 0.00% | Add +6.1% | 4,594 | $390K |
| Pettinga Financial Advisors LLC | 0.09% | Add +20.7% | 4,588 | $390K |
| Spectrum Wealth Counsel, LLC | 0.05% | Add +87.1% | 4,582 | $389K |
| ShoreHaven Wealth Partners, LLC | 0.18% | Add +35.9% | 4,432 | $377K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +53.4% | 4,421 | $376K |
| IFP Advisors, Inc | 0.01% | Reduce -11.7% | 4,415 | $375K |
| Pflug Koory, LLC | 0.03% | Add +0.1% | 4,394 | $373K |
| Liberty Wealth Management LLC | 0.06% | Add +37.1% | 4,406 | $365K |
| Absolute Capital Management, LLC | 0.20% | New | 4,299 | $365K |
| Merit Financial Group, LLC | 0.01% | New | 4,298 | $365K |
| Goldstein Advisors, LLC | 0.05% | Add +76.8% | 4,292 | $365K |
| Capital Analysts, LLC | 0.01% | Add +83.2% | 4,278 | $364K |
| Regal Investment Advisors LLC | 0.03% | New | 4,223 | $359K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +10.8% | 4,221 | $359K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +10.8% | 4,221 | $359K |
| McAdam, LLC | 0.02% | Reduce -11.9% | 4,109 | $349K |
| Tsfg, LLC | 0.07% | Add +77.8% | 4,067 | $346K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +23.4% | 4,033 | $343K |
| Baird Financial Group, Inc. | 0.00% | New | 3,606 | $306K |
| Lido Advisors, LLC | 0.00% | Add +5.8% | 3,600 | $306K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,562 | $303K |
| Bigelow Investment Advisors, LLC | 0.14% | Reduce -21.4% | 3,532 | $300K |
| Ehrlich Financial Group | 0.21% | Add +22.1% | 3,521 | $299K |
| Gotham Asset Management | 0.00% | No change | 3,520 | $299K |
| Focus Financial Network, Inc. | 0.01% | Add +25.4% | 3,501 | $298K |
| &partners | 0.00% | Reduce -0.6% | 3,400 | $293K |
| Csenge Advisory Group | 0.02% | Reduce -18.7% | 3,445 | $293K |
| Financial Advocates Investment Management | 0.02% | Reduce -93.4% | 3,363 | $286K |
| Icon Wealth Advisors, LLC | 0.02% | Add +9.4% | 3,335 | $283K |
| RHS Financial, LLC | 0.14% | Reduce -44.1% | 3,290 | $280K |
| Clark Asset Management, LLC | 0.05% | New | 3,264 | $277K |
| Private Trust Co. NA | 0.03% | Add +8.6% | 3,234 | $275K |
| BCU Wealth Advisors, LLC | 0.16% | Add +30.5% | 3,233 | $275K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,231 | $275K |
| Keystone Financial Services | 0.10% | Add +5.6% | 3,226 | $274K |
| Cypress Wealth Services, LLC | 0.05% | Add +24.6% | 3,167 | $269K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 3,158 | $268K |
| Townsquare Capital LLC | 0.00% | Add +15.1% | 3,157 | $268K |
| Barnes Wealth Management Group, Inc | 0.18% | — | 3,149 | $268K |
| Range Financial Group LLC | 0.12% | New | 3,104 | $264K |
| Global Retirement Partners, LLC | 0.01% | Add +78.8% | 3,102 | $264K |
| Blair William & Co. | 0.00% | Add +23.0% | 3,077 | $261K |
| Calton & Associates, Inc. | 0.11% | New | 3,057 | $260K |
| Bank of Montreal | 0.00% | Add +1.2% | 3,045 | $259K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -1.1% | 3,011 | $256K |
| Gen-Wealth Partners Inc | 0.11% | Add +55.8% | 2,981 | $253K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -0.2% | 2,960 | $252K |
| Front Row Advisors LLC | 0.09% | Add +12.9% | 2,952 | $251K |
| Keebeck Wealth Management | 0.03% | New | 2,827 | $240K |
| Cobblestone Asset Management LLC | 0.16% | New | 2,808 | $239K |
| FLP Wealth Management, LLC | 0.60% | — | 2,783 | $236K |
| Sovran Advisors, LLC | 0.03% | — | 2,771 | $236K |
| Concorde Asset Management, LLC | 0.12% | New | 2,694 | $229K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +4.4% | 2,667 | $227K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,666 | $227K |
| FFG Retirement Advisors LLC | 0.15% | Reduce -90.9% | 2,651 | $225K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 2,635 | $224K |
| James Investment Research, Inc. | 0.03% | No change | 2,605 | $221K |
| Alterna Wealth Management, Inc. | 0.19% | Reduce -39.0% | 2,598 | $221K |
| Claro Advisors Inc. | 0.03% | New | 2,590 | $220K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 2,562 | $218K |
| One Wealth Map LLC | 0.13% | New | 2,476 | $216K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,541 | $216K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,534 | $215K |
| StoneX Group Inc. | 0.01% | New | 2,509 | $213K |
| Plan Group Financial, LLC | 0.11% | No change | 2,456 | $209K |
| Arkadios Wealth Advisors | 0.01% | New | 2,406 | $204K |
| International Assets Investment Management, LLC | 0.02% | New | 2,398 | $204K |
| First Horizon Advisors, Inc. | 0.01% | Add +49.2% | 2,290 | $195K |
| Harbour Investments, Inc. | 0.01% | Add +35.4% | 2,211 | $188K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 2,060 | $175K |
| Provida Pension Fund Administrator | 0.00% | No change | 2,000 | $170K |
| Element Wealth, LLC | 0.09% | Add +0.1% | 1,975 | $168K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,800 | $153K |
| Centaurus Financial, Inc. | 0.01% | Reduce -54.4% | 1,631 | $139K |
| Pinnacle Holdings, LLC | 0.06% | New | 1,515 | $129K |
| Golden State Wealth Management, LLC | 0.02% | — | 1,392 | $118K |
| Aptus Capital Advisors, LLC | 0.00% | Add +18.2% | 1,279 | $109K |
| Dunhill Financial, LLC | 0.05% | Add +0.4% | 1,276 | $108K |
| Wells Fargo & Company | 0.00% | Add +72.3% | 1,139 | $97K |
| LGT Financial Advisors LLC | 0.18% | Add +77.6% | 934 | $79K |
| Elevation Wealth Partners, LLC | 0.03% | Add +42.6% | 897 | $76K |
| Ancora Advisors LLC | 0.00% | No change | 749 | $64K |
| Mattson Financial Services, LLC | 0.02% | Reduce -1.8% | 754 | $63K |
| Franklin Resources Inc. | 0.00% | New | 725 | $62K |
| NBT Bank, N.A. | 0.00% | Reduce -0.4% | 715 | $61K |
| Continuum Advisory, LLC | 0.01% | Add +23.5% | 578 | $49K |
| GeoWealth Management, LLC | 0.00% | Reduce -93.8% | 547 | $46K |
| Endeavor Private Wealth, Inc. | 0.04% | — | 527 | $45K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 508 | $43K |
| Spire Wealth Management | 0.00% | Add +56.9% | 452 | $38K |
| HM Payson & Co. | 0.00% | No change | 426 | $36K |
| Semmax Financial Advisors Inc. | 0.01% | Add +77.8% | 393 | $35K |
| PSI Advisors, LLC | 0.01% | New | 336 | $29K |
| Wells Financial Advisors INC | 0.04% | New | 305 | $26K |
| Larson Financial Group LLC | 0.00% | No change | 305 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -32.0% | 298 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.7% | 285 | $24K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +64.8% | 262 | $22K |
| Webster Bank, N. A. | 0.00% | Add +96.8% | 244 | $21K |
| Retirement Wealth Solutions LLC | 0.02% | — | 240 | $20K |
| Tucker Asset Management LLC | 0.00% | Add +8.6% | 228 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +833.3% | 224 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -67.3% | 220 | $19K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 211 | $18K |
| Parallel Advisors, LLC | 0.00% | Add +152.0% | 189 | $16K |
| Transce3nd, LLC | 0.00% | — | 168 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | Add +7.6% | 156 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 155 | $13K |
| Raleigh Capital Management Inc. | 0.00% | Add +14.9% | 139 | $12K |
| WR Wealth Planners, LLC | 0.00% | Reduce -34.5% | 135 | $11K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 133 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Add +27.2% | 131 | $11K |
| Whittier Trust Co. | 0.00% | No change | 130 | $11K |
| MAI Capital Management | 0.00% | New | 123 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 117 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Add +107.1% | 116 | $10K |
| Mather Group, Llc. | 0.00% | Add +15.6% | 111 | $9K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 106 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 106 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 102 | $9K |
| Park Place Capital Corp | 0.00% | Reduce -64.8% | 93 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 70 | $6K |
| Truvestments Capital LLC | 0.00% | New | 52 | $4K |
| Citigroup Inc. | 0.00% | Reduce -4.0% | 48 | $4K |
| Capital A Wealth Management, LLC | 0.01% | — | 37 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 35 | $3K |
| Bank of New Hampshire | 0.00% | No change | 33 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 25 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Add +31.6% | 25 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 15 | $1K |
| Oarsman Capital, Inc. | 0.00% | No change | 12 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 9 | $765 |
| Creekmur Asset Management LLC | 0.00% | Reduce -16.7% | 5 | $383 |
| Darwin Wealth Management, LLC | 0.00% | No change | 4 | $339 |
| FMR LLC | 0.00% | No change | 2 | $170 |
| NewSquare Capital LLC | 0.00% | New | 1 | $85 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $85 |
"% of holder's portfolio" is ICVT's weight in each manager's 13F, not the share of iShares Convertible Bond ETF the manager owns.