iShares Convertible Bond ETFICVTETF
13F holders, Q2 2025 (June 30)343holders −11
31new positions
45sold out
3famous investors
$90.11avg. 13F price*
At the end of Q2 2025, 343 institutions reported holding iShares Convertible Bond ETF (ICVT) in their 13F filings, down 11 from Q1 2025. 31 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($231.1M), Provida Pension Fund Administrator ($143.4M) and Goldman Sachs Group Inc. ($112.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $172.7M |
| Exits | 45 | $91.9M |
All 13F filers, Q1 2025 → Q2 2025: 2,526,831 shares bought and 4,101,003 shares sold, net −1,574,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| Bank of America Corp. | 0.02% | Reduce -5.2% | 2,564,998 | $231.1M |
| Provida Pension Fund Administrator | 2.60% | New | 1,593,060 | $143.4M |
| Goldman Sachs Group Inc. | 0.02% | No change | 1,252,000 | $112.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -38.8% | 933,246 | $84.1M |
| LPL Financial LLC | 0.02% | Reduce -24.2% | 718,250 | $64.7M |
| AMG National Trust Bank | 1.16% | Reduce -0.3% | 487,552 | $43.9M |
| New York Life Investment Management LLC | 0.39% | Add +3.7% | 456,391 | $41.1M |
| Greenleaf Trust | 0.35% | Add +0.5% | 445,280 | $40.1M |
| Advisory Alpha, LLC | 1.22% | Reduce -2.4% | 433,937 | $39.1M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 346,215 | $31.2M |
| Howard Capital Management, LLC | 0.43% | Reduce -5.3% | 320,536 | $28.9M |
| Baker Avenue Asset Management, LP | 0.81% | Add +0.3% | 316,779 | $28.5M |
| Prestige Wealth Management Group LLC | 5.82% | Reduce -0.7% | 316,618 | $28.5M |
| Alliancebernstein L.P. | 0.01% | Add +0.0% | 276,429 | $24.9M |
| BlackRock, Inc. | 0.00% | Reduce -40.6% | 271,059 | $24.4M |
| Insight Wealth Strategies, LLC | 2.76% | Add +90.4% | 245,103 | $21.9M |
| Osaic Holdings, Inc. | 0.03% | Add +1.6% | 208,641 | $18.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.6% | 189,271 | $17.1M |
| Cwm, LLC | 0.06% | Reduce -18.6% | 183,755 | $16.6M |
| Cornerstone Planning Group LLC | 3.26% | Add +5.1% | 173,289 | $15.9M |
| Certified Advisory Corp | 1.59% | Add +2.3% | 169,384 | $15.3M |
| CacheTech Inc. | 2.78% | Reduce -4.1% | 167,786 | $15.1M |
| Adams Wealth Management | 2.82% | Reduce -4.5% | 164,598 | $14.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.2% | 162,070 | $14.6M |
| Systelligence, LLC | 2.69% | Add +103.2% | 161,188 | $14.5M |
| Osborne Partners Capital Management, LLC | 0.75% | Add +0.4% | 155,830 | $14.0M |
| Cetera Investment Advisers | 0.02% | Reduce -24.1% | 154,692 | $13.9M |
| 360 Financial, Inc. | 4.27% | Add +2.8% | 150,298 | $13.5M |
| MML Investors Services, LLC | 0.04% | Add +7.5% | 143,831 | $13.0M |
| 1832 Asset Management L.P. | 0.02% | Add +6.4% | 128,432 | $11.6M |
| BlueStem Wealth Partners, LLC | 1.36% | Reduce -38.0% | 123,186 | $11.1M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -32.8% | 123,178 | $11.1M |
| Aire Advisors, LLC | 2.12% | Add +0.3% | 121,568 | $11.0M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -31.8% | 119,059 | $10.7M |
| Tradewinds Capital Management, LLC | 2.69% | Reduce -43.0% | 118,553 | $10.7M |
| Guggenheim Capital LLC | 0.09% | Reduce -1.8% | 118,220 | $10.7M |
| Advance Capital Management, Inc. | 0.45% | New | 109,099 | $9.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -35.9% | 96,947 | $8.7M |
| Stifel Financial Corp. | 0.01% | Reduce -12.4% | 92,358 | $8.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.8% | 92,001 | $8.3M |
| Hilltop Partners LLC | 2.50% | Reduce -20.0% | 91,793 | $8.3M |
| UBS Group AG | 0.00% | Reduce -3.4% | 91,606 | $8.3M |
| Foundations Investment Advisors, LLC | 0.12% | Reduce -8.9% | 83,407 | $7.5M |
| Financial Gravity Companies, Inc. | 1.48% | — | 83,388 | $7.5M |
| Assetmark, Inc. | 0.02% | Reduce -15.1% | 80,105 | $7.2M |
| Ssi Investment Management LLC | 2.66% | Reduce -6.1% | 73,095 | $6.6M |
| Mascagni Wealth Management, Inc. | 5.35% | Add +8.2% | 69,670 | $6.3M |
| Fig Financial Advisory Services Inc. | 4.19% | Add +45.2% | 69,605 | $6.3M |
| Florin Court Capital LLP | 6.23% | Add +84.2% | 67,627 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.3% | 64,062 | $5.8M |
| Centerline Wealth Advisors, LLC | 2.83% | Add +0.4% | 64,051 | $5.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -31.3% | 62,693 | $5.6M |
| Ameritas Advisory Services, LLC | 0.29% | Reduce -5.0% | 62,107 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -35.4% | 59,964 | $5.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -4.6% | 58,453 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.0% | 56,016 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +7.0% | 55,592 | $5.0M |
| Mariner, LLC | 0.01% | Reduce -17.4% | 54,844 | $4.9M |
| BNP Paribas Financial Markets | 0.00% | Add +137.1% | 54,066 | $4.9M |
| Renaissance Technologies | 0.01% | Add +259.3% | 52,100 | $4.7M |
| Baron Financial Group, LLC | 2.61% | Add +0.6% | 49,381 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -16.9% | 49,171 | $4.4M |
| AE Wealth Management LLC | 0.03% | Add +310.9% | 48,905 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -13.1% | 47,611 | $4.3M |
| Friedenthal Financial | 2.35% | New | 47,608 | $4.3M |
| Wetzel Investment Advisors, Inc. | 1.92% | Reduce -3.4% | 46,460 | $4.2M |
| Hershey Financial Advisers, LLC | 3.69% | — | 45,709 | $4.1M |
| Park Avenue Securities LLC | 0.04% | Reduce -43.9% | 44,921 | $4.0M |
| Tme Financial, Inc. | 3.17% | Reduce -72.4% | 43,491 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -35.6% | 43,436 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +189.0% | 43,058 | $3.9M |
| Horizon Financial Services, LLC | 1.98% | Reduce -1.4% | 41,444 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -45.8% | 41,073 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -40.6% | 40,936 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | New | 38,500 | $3.5M |
| Capital Wealth Management, LLC | 1.27% | Add +0.4% | 37,826 | $3.4M |
| Armor Investment Advisors, LLC | 1.25% | Reduce -4.2% | 36,882 | $3.3M |
| Central Pacific Bank - Trust Division | 0.44% | Reduce -9.9% | 36,401 | $3.3M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -38.2% | 36,000 | $3.2M |
| CW Advisors, LLC | 0.03% | Add +0.5% | 35,684 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -23.4% | 34,648 | $3.1M |
| Independence Financial Advisors, LLC | 1.20% | Add +456.8% | 34,369 | $3.1M |
| IFP Advisors, Inc | 0.08% | Add +26.5% | 31,419 | $2.8M |
| National Bank of Canada | 0.00% | Reduce -28.1% | 31,300 | $2.8M |
| Cambria Investment Management, L.P. | 0.18% | Add +571.9% | 30,173 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -45.2% | 29,576 | $2.7M |
| Plan Group Financial, LLC | 0.87% | Add +117.1% | 29,444 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.5% | 28,365 | $2.6M |
| Spectrum Planning & Advisory Services Inc. | 1.62% | Add +541.0% | 27,819 | $2.5M |
| Tidal Investments LLC | 0.02% | Add +175.7% | 26,118 | $2.3M |
| Planwiser Financial, LLC | 1.98% | New | 25,032 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -13.7% | 25,281 | $2.3M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -10.4% | 24,443 | $2.2M |
| Onyx Bridge Wealth Group LLC | 0.28% | Reduce -82.5% | 23,566 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -19.4% | 23,000 | $2.1M |
| IHT Wealth Management, LLC | 0.06% | Reduce -55.8% | 22,675 | $2.0M |
| Provident Wealth Management, LLC | 0.65% | Reduce -2.7% | 22,177 | $2.0M |
| Dynasty Wealth Management, LLC | 0.03% | Reduce -10.9% | 21,585 | $1.9M |
| SG Americas Securities, LLC | 0.01% | New | 20,794 | $1.9M |
| Ascent Group, LLC | 0.07% | Reduce -34.4% | 20,604 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -22.2% | 20,020 | $1.8M |
| Retireful, LLC | 1.24% | New | 20,002 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +10.5% | 19,978 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 19,322 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +4.6% | 19,104 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +1.6% | 18,724 | $1.7M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -42.1% | 18,099 | $1.6M |
| KFG Wealth Management, LLC | 0.26% | Reduce -20.2% | 17,906 | $1.6M |
| Overbrook Management Corp | 0.30% | No change | 17,614 | $1.6M |
| TSA Wealth Managment LLC | 0.55% | Reduce -33.8% | 16,559 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -40.6% | 16,400 | $1.5M |
| Pursue Wealth Partners LLC | 0.83% | Reduce -21.9% | 16,257 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.12% | Reduce -36.7% | 15,814 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.12% | Reduce -11.1% | 15,755 | $1.4M |
| Horst & Graben Wealth Management LLC | 0.23% | Reduce -24.9% | 15,174 | $1.4M |
| Hohimer Wealth Management, LLC | 0.24% | No change | 15,016 | $1.4M |
| Triad Wealth Partners, LLC | 0.26% | Reduce -22.4% | 14,065 | $1.3M |
| Modern Wealth Management, LLC | 0.03% | Reduce -42.0% | 14,063 | $1.3M |
| Sovran Advisors, LLC | 0.13% | Add +122.0% | 13,995 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -40.3% | 13,386 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +8.7% | 13,248 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | Add +55.8% | 13,048 | $1.2M |
| Gries Financial LLC | 0.21% | Add +11.8% | 12,536 | $1.1M |
| Windsor Capital Management, LLC | 0.32% | Add +8.9% | 12,255 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -30.6% | 12,246 | $1.1M |
| Tidemark, LLC | 0.35% | Reduce -32.0% | 12,188 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Reduce -30.3% | 11,810 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 11,732 | $1.1M |
| Creative Financial Designs Inc. | 0.08% | Reduce -15.7% | 11,691 | $1.1M |
| Archer Investment Corp | 0.25% | No change | 11,688 | $1.1M |
| Key Financial Inc | 0.21% | Add +0.3% | 11,674 | $1.1M |
| Global Financial Private Client, LLC | 0.39% | Add +1.4% | 11,566 | $1.0M |
| Croban | 0.89% | Add +12.6% | 11,542 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -45.4% | 11,504 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.47% | Add +1.8% | 11,471 | $1.0M |
| Keystone Wealth Services, LLC | 0.25% | Add +0.0% | 11,324 | $1.0M |
| Greykasell Wealth Strategies, Inc. | 0.47% | Add +0.0% | 10,898 | $982K |
| Advus Financial Partners, LLC | 0.25% | Reduce -22.3% | 10,882 | $980K |
| Outlook Wealth Advisors, LLC | 0.25% | Reduce -3.4% | 10,881 | $980K |
| Millington Financial Advisors, LLC | 0.49% | Add +6.2% | 10,446 | $971K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -4.9% | 10,313 | $929K |
| PFG Advisors | 0.04% | Reduce -14.9% | 10,305 | $928K |
| SWP Financial LLC | 0.51% | Reduce -46.0% | 10,304 | $928K |
| United Advisor Group, LLC | 0.16% | Add +7.6% | 10,249 | $923K |
| Integrity Alliance, Llc. | 0.05% | Reduce -48.0% | 10,227 | $921K |
| Advisors Asset Management, Inc. | 0.02% | Add +4.0% | 9,789 | $882K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -55.5% | 9,758 | $879K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -14.4% | 9,726 | $876K |
| Comprehensive Wealth Management, LLC | 0.69% | New | 9,496 | $856K |
| Focus Partners Wealth | 0.00% | Add +18.4% | 9,386 | $846K |
| Midwest Capital Advisors, LLC | 0.44% | Reduce -38.0% | 9,359 | $843K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -53.2% | 9,181 | $827K |
| Citadel Advisors | 0.00% | Add +15.4% | 9,065 | $817K |
| CoreCap Advisors, LLC | 0.03% | Reduce -7.2% | 8,967 | $808K |
| Herold Advisors, Inc. | 0.17% | Reduce -25.0% | 8,900 | $802K |
| Brookstone Capital Management | 0.01% | Reduce -22.2% | 8,806 | $793K |
| Copperleaf Capital, LLC | 0.40% | Add +6.5% | 8,776 | $791K |
| Centurion Wealth Management LLC | 0.23% | Reduce -17.6% | 8,713 | $785K |
| Pictet North America Advisors SA | 0.08% | Reduce -96.6% | 8,660 | $780K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -30.1% | 8,506 | $766K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.8% | 8,017 | $742K |
| Savvy Advisors, Inc. | 0.05% | Add +2.1% | 8,128 | $732K |
| Ewa, LLC | 0.23% | Reduce -19.3% | 7,997 | $721K |
| Ridgewood Investments LLC | 0.31% | Add +9.6% | 7,939 | $715K |
| Integrated Wealth Concepts LLC | 0.01% | Add +53.6% | 7,571 | $682K |
| Sigma Planning Corp | 0.02% | Reduce -2.4% | 7,345 | $662K |
| HRT Financial LP | 0.00% | New | 7,316 | $659K |
| Independent Wealth Network Inc. | 0.24% | Add +5.8% | 7,182 | $647K |
| Aletheian Wealth Advisors LLC | 0.31% | Add +1.3% | 7,058 | $636K |
| Kelly Financial Services LLC | 0.19% | Reduce -44.9% | 7,003 | $631K |
| LPWM LLC | 0.18% | Reduce -7.4% | 6,852 | $617K |
| Stokes Family Office, LLC | 0.06% | Reduce -37.8% | 6,742 | $607K |
| Shared Vision Wealth Group LLC | 0.30% | Reduce -21.4% | 6,549 | $606K |
| Able Wealth Management LLC | 0.30% | Add +92.4% | 6,647 | $599K |
| Comprehensive Money Management Services LLC | 0.45% | Reduce -3.4% | 6,607 | $595K |
| O'ROURKE & COMPANY, Inc | 0.26% | No change | 6,279 | $566K |
| Scarborough Advisors, LLC | 0.11% | Reduce -32.0% | 6,193 | $558K |
| Pettinga Financial Advisors LLC | 0.12% | Add +4.7% | 6,166 | $556K |
| GTS Securities LLC | 0.02% | New | 6,125 | $552K |
| Blue Trust, Inc. | 0.01% | Reduce -47.5% | 6,106 | $550K |
| Austin Private Wealth, LLC | 0.04% | Reduce -47.5% | 5,837 | $526K |
| Atlatl Advisers LLC | 0.24% | Reduce -31.4% | 5,681 | $512K |
| Bay Harbor Wealth Management, LLC | 0.15% | Reduce -42.6% | 5,605 | $505K |
| Comerica Bank | 0.00% | Reduce -8.7% | 5,533 | $499K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +2.5% | 5,424 | $489K |
| Scissortail Wealth Management, LLC | 0.12% | Reduce -8.6% | 5,324 | $480K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -6.3% | 5,263 | $474K |
| Synergy Asset Management, LLC | 0.05% | Add +1.6% | 5,235 | $472K |
| WealthShield Partners, LLC | 0.06% | Reduce -35.9% | 5,192 | $468K |
| OneAscent Financial Services LLC | 0.03% | Reduce -27.5% | 5,148 | $464K |
| Sharkey, Howes & Javer | 0.06% | Reduce -18.6% | 5,048 | $455K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -29.6% | 5,037 | $454K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.2% | 5,015 | $452K |
| Wealthfront Advisers LLC | 0.00% | Add +9.0% | 4,916 | $443K |
| BCGM Wealth Management, LLC | 0.12% | Reduce -27.5% | 4,851 | $437K |
| Transamerica Financial Advisors, LLC | 0.04% | Reduce -6.7% | 4,848 | $437K |
| Security Financial Services, INC. | 0.08% | Reduce -35.4% | 4,768 | $430K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -42.8% | 4,751 | $426K |
| Modera Wealth Management, LLC | 0.01% | Reduce -16.1% | 4,688 | $422K |
| Synergy Investment Management, LLC | 0.25% | Reduce -33.1% | 4,675 | $421K |
| McNaughton Wealth Management, LLC | 0.18% | Reduce -33.6% | 4,588 | $413K |
| Liberty Wealth Management LLC | 0.06% | New | 4,579 | $413K |
| Lido Advisors, LLC | 0.00% | Add +41.6% | 4,503 | $406K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.6% | 4,495 | $405K |
| McAdam, LLC | 0.02% | Add +10.6% | 4,462 | $402K |
| Invst, LLC | 0.05% | Reduce -44.4% | 4,431 | $399K |
| Capital Analysts, LLC | 0.01% | Add +0.3% | 4,420 | $398K |
| Pflug Koory, LLC | 0.20% | Add +0.0% | 4,396 | $396K |
| Braun-Bostich & Associates Inc. | 0.27% | Reduce -21.1% | 4,339 | $391K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -12.6% | 4,327 | $390K |
| JB Capital LLC | 0.02% | Reduce -38.8% | 4,279 | $386K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -20.5% | 4,198 | $378K |
| Quadrant Private Wealth Management, LLC | 0.08% | Reduce -19.5% | 4,134 | $372K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.5% | 4,058 | $366K |
| FORM Wealth Advisors, LLC | 0.04% | Add +0.5% | 4,036 | $364K |
| Stone House Investment Management, LLC | 0.07% | Reduce -49.3% | 4,005 | $361K |
| Duncan Williams Asset Management, LLC | 0.11% | No change | 4,001 | $360K |
| High Falls Advisors, Inc | 0.08% | Reduce -35.2% | 3,998 | $360K |
| Trek Financial, LLC | 0.02% | Reduce -27.4% | 3,993 | $360K |
| Private Trust Co. NA | 0.03% | Add +24.1% | 3,978 | $358K |
| RHS Financial, LLC | 0.20% | New | 3,899 | $351K |
| Creative Planning | 0.00% | New | 3,880 | $350K |
| Tsfg, LLC | 0.06% | Reduce -25.4% | 3,856 | $347K |
| Prospera Financial Services Inc | 0.01% | Reduce -27.5% | 3,785 | $341K |
| One Wealth Advisors, LLC | 0.05% | Reduce -31.8% | 3,773 | $340K |
| Calton & Associates, Inc. | 0.06% | Add +18.9% | 3,643 | $328K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -21.9% | 3,600 | $324K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,562 | $321K |
| Gotham Asset Management | 0.00% | Add +0.6% | 3,449 | $311K |
| Cerity Partners LLC | 0.00% | Reduce -52.7% | 3,376 | $304K |
| BOS Asset Management, LLC | 0.10% | Reduce -39.9% | 3,332 | $300K |
| Qube Research & Technologies Ltd | 0.00% | Add +144.6% | 3,331 | $300K |
| Keystone Financial Services | 0.10% | Reduce -45.2% | 3,322 | $299K |
| &partners | 0.00% | Add +2.4% | 3,269 | $294K |
| Clark Asset Management, LLC | 0.04% | No change | 3,264 | $294K |
| Citizens Financial Group Inc. | 0.00% | Add +0.6% | 3,249 | $293K |
| Bank of Montreal | 0.00% | Add +0.6% | 3,203 | $289K |
| Front Row Advisors LLC | 0.10% | Add +4.1% | 3,192 | $288K |
| My Legacy Advisors, LLC | 0.10% | Add +3.1% | 3,155 | $287K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -41.2% | 3,146 | $283K |
| Regal Investment Advisors LLC | 0.02% | Reduce -37.2% | 3,080 | $277K |
| Barnes Wealth Management Group, Inc | 0.16% | Reduce -6.5% | 3,070 | $277K |
| Financial Advocates Investment Management | 0.02% | Reduce -52.8% | 1,604 | $272K |
| Revisor Wealth Management LLC | 0.10% | New | 2,980 | $271K |
| Absolute Capital Management, LLC | 0.14% | Reduce -18.9% | 2,998 | $270K |
| Traub Capital Management LLC | 0.25% | — | 2,962 | $267K |
| Arkadios Wealth Advisors | 0.01% | Reduce -2.0% | 2,941 | $265K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.1% | 2,930 | $264K |
| Independent Financial Group, LLC | 0.01% | New | 2,918 | $263K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -0.8% | 2,910 | $262K |
| Ehrlich Financial Group | 0.17% | Reduce -17.8% | 2,907 | $262K |
| Range Financial Group LLC | 0.10% | Reduce -19.2% | 2,871 | $259K |
| Sowell Financial Services LLC | 0.01% | Reduce -12.8% | 2,830 | $255K |
| Bigelow Investment Advisors, LLC | 0.11% | Reduce -10.9% | 2,825 | $255K |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 2,799 | $252K |
| BCU Wealth Advisors, LLC | 0.11% | Reduce -16.8% | 2,788 | $251K |
| Csenge Advisory Group | 0.01% | Reduce -20.4% | 2,862 | $249K |
| True Vision MN LLC | 0.14% | Reduce -51.0% | 2,755 | $248K |
| ShoreHaven Wealth Partners, LLC | 0.10% | Reduce -37.5% | 2,742 | $247K |
| Blair William & Co. | 0.00% | Reduce -2.1% | 2,729 | $246K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +0.4% | 2,724 | $245K |
| Advisors Preferred, LLC | 0.04% | Reduce -60.5% | 2,742 | $245K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -22.9% | 2,716 | $245K |
| City Center Advisors, LLC | 0.26% | New | 2,662 | $240K |
| Northwest Capital Management Inc | 0.13% | Reduce -46.7% | 2,619 | $236K |
| James Investment Research, Inc. | 0.03% | No change | 2,605 | $235K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -4.1% | 2,601 | $234K |
| Allworth Financial LP | 0.00% | Reduce -4.9% | 2,599 | $234K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 2,595 | $234K |
| First National Bank & Trust Co. of Newtown | 0.05% | Reduce -3.8% | 2,535 | $228K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,495 | $225K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -33.0% | 2,450 | $221K |
| 17 Capital Partners, LLC | 0.13% | New | 2,415 | $218K |
| Global Retirement Partners, LLC | 0.01% | — | 2,404 | $217K |
| Avior Wealth Management, LLC | 0.01% | Reduce -6.0% | 2,383 | $215K |
| Prentice Wealth Management LLC | 0.06% | New | 2,340 | $211K |
| Brueske Advisory Services, LLC | 0.14% | New | 2,298 | $207K |
| Acute Investment Advisory, LLC | 1.68% | Reduce -37.8% | 2,294 | $207K |
| WealthPlan Investment Management, LLC | 0.01% | New | 2,290 | $206K |
| FLP Wealth Management, LLC | 0.57% | New | 2,254 | $203K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -16.4% | 2,233 | $201K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -39.9% | 2,079 | $187K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,800 | $162K |
| Centaurus Financial, Inc. | 0.01% | Reduce -13.1% | 1,662 | $150K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -35.6% | 1,587 | $143K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -24.3% | 1,560 | $141K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.4% | 1,373 | $124K |
| Phillips Financial Management, LLC | 0.01% | New | 1,371 | $124K |
| Harbour Investments, Inc. | 0.00% | Reduce -37.5% | 1,282 | $116K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -58.0% | 1,121 | $101K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.8% | 1,111 | $100K |
| Dunhill Financial, LLC | 0.03% | No change | 1,106 | $100K |
| Hantz Financial Services, Inc. | 0.00% | New | 930 | $84K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.4% | 903 | $81K |
| Ancora Advisors LLC | 0.00% | Reduce -0.8% | 758 | $68K |
| NBT Bank, N.A. | 0.00% | Reduce -1.0% | 667 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.6% | 602 | $54K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -23.9% | 568 | $51K |
| Private Wealth Asset Management, LLC | 0.01% | New | 528 | $48K |
| LGT Financial Advisors LLC | 0.12% | Reduce -40.2% | 514 | $46K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 511 | $46K |
| Boreal Capital Management LLC | 0.04% | — | 500 | $45K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +96.5% | 456 | $41K |
| HM Payson & Co. | 0.00% | No change | 426 | $38K |
| Semmax Financial Advisors Inc. | 0.01% | Reduce -14.1% | 371 | $34K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -0.6% | 353 | $32K |
| Webster Bank, N. A. | 0.00% | Add +4.8% | 328 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Add +45.0% | 316 | $28K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -43.2% | 285 | $24K |
| Transce3nd, LLC | 0.01% | Add +51.8% | 249 | $22K |
| Spire Wealth Management | 0.00% | Reduce -47.0% | 242 | $22K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 232 | $19K |
| Clearstead Trust, LLC | 0.00% | New | 185 | $17K |
| Wells Financial Advisors INC | 0.02% | Reduce -42.6% | 175 | $16K |
| Beacon Capital Management, LLC | 0.00% | Add +0.6% | 175 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 155 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 152 | $14K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -36.7% | 152 | $14K |
| Legacy Investment Solutions, LLC | 0.01% | — | 106 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 106 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 105 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 102 | $9K |
| Whittier Trust Co. | 0.00% | Reduce -23.1% | 100 | $9K |
| MAI Capital Management | 0.00% | No change | 98 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -17.0% | 78 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 70 | $6K |
| Park Place Capital Corp | 0.00% | Reduce -38.7% | 57 | $5K |
| Citigroup Inc. | 0.00% | Reduce -67.1% | 52 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 44 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +241.7% | 41 | $4K |
| Bank of New Hampshire | 0.00% | No change | 33 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 27 | $2K |
| Park Square Financial Group, LLC | 0.00% | Add +21.1% | 23 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 16 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 15 | $1K |
| ORG Partners LLC | 0.00% | New | 13 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 18 | $1K |
| Jones Financial Companies LLLP | 0.00% | Reduce -60.9% | 9 | $807 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 9 | $804 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -80.6% | 7 | $656 |
| Creekmur Asset Management LLC | 0.00% | Reduce -20.0% | 4 | $379 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $91 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $90 |
"% of holder's portfolio" is ICVT's weight in each manager's 13F, not the share of iShares Convertible Bond ETF the manager owns.