iShares Convertible Bond ETFICVTETF
13F holders, Q3 2025 (September 30)351holders +8
40new positions
26sold out
2famous investors
$100.09avg. 13F price*
At the end of Q3 2025, 351 institutions reported holding iShares Convertible Bond ETF (ICVT) in their 13F filings, up 8 from Q2 2025. 40 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($264.9M), Envestnet Asset Management Inc. ($125.0M) and Provida Pension Fund Administrator ($105.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $63.4M |
| Exits | 26 | $48.5M |
All 13F filers, Q2 2025 → Q3 2025: 2,676,159 shares bought and 1,994,572 shares sold, net +681,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| Bank of America Corp. | 0.02% | Add +3.2% | 2,647,316 | $264.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +33.8% | 1,248,931 | $125.0M |
| Provida Pension Fund Administrator | 1.84% | Reduce -33.7% | 1,056,420 | $105.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.3% | 1,010,500 | $101.1M |
| LPL Financial LLC | 0.03% | Add +19.9% | 861,006 | $86.1M |
| AMG National Trust Bank | 1.21% | Add +1.8% | 496,267 | $49.7M |
| Advisory Alpha, LLC | 1.27% | Add +3.6% | 449,503 | $45.7M |
| 1832 Asset Management L.P. | 0.08% | Add +251.2% | 450,996 | $45.1M |
| Greenleaf Trust | 0.41% | Add +0.5% | 447,550 | $44.8M |
| New York Life Investment Management LLC | 0.35% | Reduce -13.6% | 394,152 | $39.4M |
| Morgan Stanley | 0.00% | Add +7.8% | 373,342 | $37.4M |
| Baker Avenue Asset Management, LP | 0.78% | Add +2.2% | 323,857 | $32.4M |
| Prestige Wealth Management Group LLC | 6.18% | Add +1.1% | 320,192 | $32.0M |
| BlackRock, Inc. | 0.00% | Add +12.7% | 305,536 | $30.6M |
| Howard Capital Management, LLC | 0.40% | Reduce -4.9% | 304,867 | $30.5M |
| MML Investors Services, LLC | 0.07% | Add +89.7% | 272,815 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Add +56.5% | 253,645 | $25.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -12.7% | 241,210 | $24.1M |
| Osaic Holdings, Inc. | 0.03% | Add +13.7% | 237,298 | $22.8M |
| Ocean Park Asset Management, LLC | 0.91% | New | 219,900 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Add +13.6% | 215,078 | $21.5M |
| Assetmark, Inc. | 0.05% | Add +167.5% | 214,298 | $21.4M |
| Cetera Investment Advisers | 0.02% | Add +29.9% | 200,981 | $20.1M |
| Cornerstone Planning Group LLC | 2.90% | Add +1.6% | 176,089 | $18.1M |
| Certified Advisory Corp | 1.65% | Add +2.3% | 173,340 | $17.3M |
| Cwm, LLC | 0.05% | Reduce -13.6% | 158,848 | $15.9M |
| Osborne Partners Capital Management, LLC | 0.78% | Reduce -1.9% | 152,822 | $15.3M |
| CacheTech Inc. | 2.86% | Reduce -15.5% | 141,853 | $14.2M |
| BlueStem Wealth Partners, LLC | 1.57% | Add +11.5% | 137,357 | $13.7M |
| Adams Wealth Management | 2.90% | Reduce -17.8% | 135,379 | $13.5M |
| OneDigital Investment Advisors LLC | 0.13% | Add +3.4% | 127,396 | $12.7M |
| Aire Advisors, LLC | 2.24% | Add +1.3% | 123,191 | $12.3M |
| Guggenheim Capital LLC | 0.09% | Add +4.1% | 123,106 | $12.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +26.5% | 122,643 | $12.3M |
| Independence Financial Advisors, LLC | 3.60% | Add +244.1% | 118,255 | $11.8M |
| Advance Capital Management, Inc. | 0.51% | Add +6.9% | 116,636 | $11.7M |
| Nomura Asset Management Co. Ltd. | 0.03% | Reduce -5.2% | 112,849 | $11.3M |
| Stifel Financial Corp. | 0.01% | Add +3.5% | 95,576 | $9.6M |
| Raymond James Financial Inc. | 0.00% | Add +2.9% | 94,704 | $9.5M |
| Hilltop Partners LLC | 2.79% | Add +1.8% | 93,416 | $9.3M |
| Fig Financial Advisory Services Inc. | 5.61% | Add +28.7% | 89,555 | $9.0M |
| UBS Group AG | 0.00% | Reduce -4.0% | 87,930 | $8.8M |
| Financial Gravity Asset Management, Inc. | 1.65% | — | 83,534 | $8.4M |
| Systelligence, LLC | 1.56% | Reduce -49.1% | 81,969 | $8.2M |
| Onyx Bridge Wealth Group LLC | 0.89% | Add +246.5% | 81,658 | $8.2M |
| Thrivent Financial for Lutherans | 0.01% | New | 73,937 | $7.4M |
| Ssi Investment Management LLC | 2.80% | Add +1.1% | 73,930 | $7.4M |
| Mascagni Wealth Management, Inc. | 5.60% | Add +4.0% | 72,453 | $7.2M |
| NewEdge Advisors, LLC | 0.03% | Add +14.2% | 71,593 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.0% | 68,516 | $7.0M |
| Florin Court Capital LLP | 5.40% | Add +1.8% | 68,827 | $6.9M |
| Renaissance Technologies | 0.01% | Add +30.7% | 68,100 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +55.2% | 67,398 | $6.7M |
| BNP Paribas Financial Markets | 0.01% | Add +20.2% | 64,971 | $6.5M |
| Centerline Wealth Advisors, LLC | 2.78% | Reduce -0.5% | 63,756 | $6.4M |
| Foundations Investment Advisors, LLC | 0.09% | Reduce -24.1% | 63,313 | $6.3M |
| Equitable Holdings, Inc. | 0.05% | Add +5.0% | 61,356 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +1.3% | 56,755 | $5.7M |
| Elevation Capital Advisory, LLC | 2.25% | New | 56,277 | $5.6M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -1.5% | 54,746 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Add +31.7% | 53,927 | $5.4M |
| Park Avenue Securities LLC | 0.04% | Add +18.6% | 53,281 | $5.3M |
| IHT Wealth Management, LLC | 0.13% | Add +134.6% | 53,203 | $5.3M |
| United Capital Financial Advisors, LLC | 0.04% | Add +23.7% | 50,807 | $5.1M |
| Baron Financial Group, LLC | 2.74% | Add +1.3% | 50,035 | $5.0M |
| Yorktown Management & Research Co Inc | 3.99% | New | 50,000 | $5.0M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.1% | 49,138 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 46,987 | $4.7M |
| Plan Group Financial, LLC | 1.25% | Add +57.9% | 46,490 | $4.7M |
| Wetzel Investment Advisors, Inc. | 1.99% | Reduce -0.2% | 46,366 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +78.1% | 45,034 | $4.5M |
| Hershey Financial Advisers, LLC | 3.82% | Reduce -2.6% | 44,537 | $4.5M |
| Mariner, LLC | 0.01% | Reduce -19.1% | 44,383 | $4.4M |
| Tidal Investments LLC | 0.02% | Add +68.1% | 43,915 | $4.4M |
| Cambria Investment Management, L.P. | 0.26% | Add +43.5% | 43,283 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 43,058 | $4.3M |
| Diversify Advisory Services, LLC | 0.14% | New | 41,411 | $4.3M |
| Horizon Financial Services, LLC | 1.99% | Add +0.7% | 41,739 | $4.2M |
| Elequin Capital, LP | 0.35% | New | 41,194 | $4.1M |
| Planwiser Financial, LLC | 3.27% | Add +58.8% | 39,749 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +14.0% | 39,497 | $4.0M |
| CreativeOne Wealth, LLC | 0.09% | Add +7.8% | 38,808 | $3.9M |
| Tme Financial, Inc. | 2.87% | Reduce -12.0% | 38,284 | $3.8M |
| Central Pacific Bank - Trust Division | 0.47% | Add +3.0% | 37,506 | $3.8M |
| Capital Wealth Management, LLC | 1.30% | Reduce -1.4% | 37,306 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +22.3% | 36,168 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -43.3% | 33,996 | $3.4M |
| Merit Financial Group, LLC | 0.03% | Add +62.2% | 32,468 | $3.2M |
| National Bank of Canada | 0.00% | No change | 31,300 | $3.1M |
| IFP Advisors, Inc | 0.08% | Reduce -2.3% | 30,700 | $3.1M |
| Spectrum Planning & Advisory Services Inc. | 1.58% | Add +0.5% | 27,970 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 27,130 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | New | 27,000 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +15.4% | 26,538 | $2.7M |
| Clark Capital Management Group, Inc. | 0.02% | Add +6.7% | 26,079 | $2.6M |
| Dynasty Wealth Management, LLC | 0.03% | Add +14.6% | 24,734 | $2.5M |
| Ascent Group, LLC | 0.09% | Add +18.9% | 24,502 | $2.5M |
| FFG Retirement Advisors LLC | 1.42% | New | 22,922 | $2.3M |
| Provident Wealth Management, LLC | 0.66% | Reduce -2.0% | 21,740 | $2.2M |
| Prelude Capital Management, LLC | 0.16% | New | 20,521 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +9.1% | 20,427 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 20,304 | $2.0M |
| SteelPeak Wealth, LLC | 0.07% | Add +9.4% | 19,804 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +1.1% | 19,323 | $1.9M |
| TSA Wealth Managment LLC | 0.64% | Add +13.3% | 18,766 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Reduce -10.4% | 18,640 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.6% | 18,626 | $1.9M |
| Quartz Partners, LLC | 0.64% | New | 17,792 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +6.4% | 16,830 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.4% | 16,585 | $1.7M |
| Sovran Advisors, LLC | 0.14% | Add +13.9% | 15,940 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.24% | Add +4.2% | 15,817 | $1.6M |
| Perissos Private Wealth Management, LLC | 1.14% | Reduce -0.4% | 15,697 | $1.6M |
| Hohimer Wealth Management, LLC | 0.21% | No change | 15,016 | $1.5M |
| Tidemark, LLC | 0.43% | Add +21.3% | 14,786 | $1.5M |
| Croban | 0.98% | Add +27.8% | 14,750 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -70.1% | 14,608 | $1.5M |
| US Bancorp \de | 0.00% | Add +24.9% | 14,370 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +5.5% | 13,976 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -16.5% | 13,698 | $1.4M |
| Midwest Capital Advisors, LLC | 0.66% | Add +46.3% | 13,695 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Add +11.1% | 13,608 | $1.4M |
| SWP Financial LLC | 0.68% | Add +29.5% | 13,348 | $1.3M |
| Keystone Wealth Services, LLC | 0.29% | Add +17.1% | 13,260 | $1.3M |
| Pursue Wealth Partners LLC | 0.72% | Reduce -19.4% | 13,107 | $1.3M |
| Windsor Capital Management, LLC | 0.35% | Add +4.0% | 12,747 | $1.3M |
| Gries Financial LLC | 0.19% | Reduce -1.8% | 12,312 | $1.2M |
| Savvy Advisors, Inc. | 0.06% | Add +50.2% | 12,208 | $1.2M |
| Armor Investment Advisors, LLC | 0.39% | Reduce -66.9% | 12,205 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.50% | Add +3.0% | 11,812 | $1.2M |
| Key Financial Inc | 0.22% | No change | 11,674 | $1.2M |
| Arkadios Wealth Advisors | 0.03% | Add +300.0% | 11,763 | $1.2M |
| Archer Investment Corp | 0.26% | No change | 11,688 | $1.2M |
| KFG Wealth Management, LLC | 0.17% | Reduce -35.1% | 11,613 | $1.2M |
| Strategic Blueprint, LLC | 0.05% | Reduce -1.8% | 11,602 | $1.2M |
| United Advisor Group, LLC | 0.15% | Add +11.3% | 11,405 | $1.1M |
| Herold Advisors, Inc. | 0.26% | Add +28.1% | 11,400 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +119.2% | 11,043 | $1.1M |
| Millington Financial Advisors, LLC | 0.53% | Add +3.0% | 10,763 | $1.1M |
| Global Financial Private Client, LLC | 0.39% | Reduce -5.0% | 10,984 | $1.1M |
| Creative Financial Designs Inc. | 0.07% | Reduce -6.4% | 10,943 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.46% | Add +0.0% | 10,901 | $1.1M |
| Pettinga Financial Advisors LLC | 0.21% | Add +75.8% | 10,838 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.27% | Reduce -2.1% | 10,650 | $1.1M |
| Arete Wealth Advisors, LLC | 0.07% | Add +328.4% | 10,497 | $1.1M |
| Integrity Alliance, Llc. | 0.05% | Add +2.2% | 10,455 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +21.9% | 10,372 | $1.0M |
| PFG Advisors | 0.04% | Reduce -2.6% | 10,033 | $1.0M |
| Ridgewood Investments LLC | 0.42% | Add +24.9% | 9,915 | $992K |
| Advisors Asset Management, Inc. | 0.02% | Add +0.9% | 9,874 | $988K |
| Synergy Asset Management, LLC | 0.03% | Add +100.0% | 10,470 | $943K |
| Advus Financial Partners, LLC | 0.22% | Reduce -14.4% | 9,318 | $932K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.1% | 9,283 | $929K |
| Focus Partners Wealth | 0.00% | Reduce -1.4% | 9,255 | $926K |
| Pictet North America Advisors SA | 0.09% | Add +6.7% | 9,244 | $925K |
| Brookstone Capital Management | 0.01% | Add +3.3% | 9,099 | $910K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.1% | 9,069 | $907K |
| Ewa, LLC | 0.25% | Add +11.9% | 8,946 | $895K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.5% | 8,929 | $893K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.7% | 8,529 | $853K |
| Centurion Wealth Management LLC | 0.19% | Reduce -4.1% | 8,358 | $836K |
| Simplicity Wealth,LLC | 0.05% | Reduce -36.0% | 8,357 | $836K |
| Advisory Services Network, LLC | 0.01% | Add +4.2% | 8,351 | $836K |
| CoreCap Advisors, LLC | 0.03% | Reduce -7.3% | 8,317 | $832K |
| Stokes Family Office, LLC | 0.08% | Add +21.2% | 8,174 | $818K |
| Able Wealth Management LLC | 0.29% | Add +15.7% | 7,690 | $769K |
| Comprehensive Wealth Management, LLC | 0.55% | Reduce -19.1% | 7,687 | $769K |
| Sigma Planning Corp | 0.02% | Add +1.6% | 7,465 | $747K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +74.6% | 7,330 | $733K |
| Shared Vision Wealth Group LLC | 0.30% | Add +9.5% | 7,171 | $720K |
| Independent Wealth Network Inc. | 0.23% | Reduce -0.0% | 7,179 | $718K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +29.0% | 6,998 | $700K |
| Aletheian Wealth Advisors LLC | 0.32% | Reduce -1.6% | 6,944 | $695K |
| NorthRock Partners, LLC | 0.01% | New | 6,832 | $684K |
| Kelly Financial Services LLC | 0.18% | Reduce -2.8% | 6,807 | $681K |
| WealthShield Partners, LLC | 0.08% | Add +30.4% | 6,769 | $677K |
| Cerity Partners LLC | 0.00% | Add +100.1% | 6,754 | $676K |
| LPWM LLC | 0.18% | Reduce -1.8% | 6,732 | $674K |
| Independent Financial Group, LLC | 0.02% | Add +129.9% | 6,708 | $671K |
| Bay Harbor Wealth Management, LLC | 0.18% | Add +19.2% | 6,683 | $669K |
| Comprehensive Money Management Services LLC | 0.47% | Add +0.7% | 6,655 | $666K |
| Sharkey, Howes & Javer | 0.09% | Add +31.5% | 6,638 | $664K |
| Austin Private Wealth, LLC | 0.05% | Add +9.4% | 6,385 | $639K |
| O'ROURKE & COMPANY, Inc | 0.26% | No change | 6,279 | $628K |
| Scarborough Advisors, LLC | 0.11% | Add +0.1% | 6,200 | $620K |
| Blue Trust, Inc. | 0.01% | Add +0.5% | 6,135 | $614K |
| Tempus Wealth Planning, LLC | 0.14% | New | 5,956 | $596K |
| Lido Advisors, LLC | 0.00% | Add +32.1% | 5,949 | $595K |
| Comerica Bank | 0.00% | Add +7.4% | 5,941 | $594K |
| Wealthfront Advisers LLC | 0.00% | Add +20.6% | 5,929 | $593K |
| SigFig Wealth Management, LLC | 0.02% | Add +19.6% | 5,680 | $568K |
| Liberty Wealth Management LLC | 0.08% | Add +23.2% | 5,642 | $565K |
| BCGM Wealth Management, LLC | 0.15% | Add +16.2% | 5,638 | $564K |
| Atlatl Advisers LLC | 0.22% | Reduce -1.7% | 5,583 | $559K |
| Capital Analysts, LLC | 0.02% | Add +25.8% | 5,562 | $557K |
| Copperleaf Capital, LLC | 0.26% | Reduce -37.1% | 5,523 | $553K |
| Advisors Preferred, LLC | 0.08% | Add +97.3% | 5,411 | $546K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -1.6% | 5,177 | $518K |
| Invst, LLC | 0.06% | Add +16.1% | 5,143 | $515K |
| OneAscent Financial Services LLC | 0.03% | Reduce -0.3% | 5,133 | $514K |
| Revisor Wealth Management LLC | 0.18% | Add +68.5% | 5,020 | $513K |
| Synergy Investment Management, LLC | 0.20% | Add +9.5% | 5,121 | $512K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +18.1% | 5,108 | $511K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +5.3% | 5,105 | $511K |
| Trek Financial, LLC | 0.03% | Add +27.1% | 5,075 | $508K |
| Private Trust Co. NA | 0.04% | Add +24.4% | 4,950 | $495K |
| Focus Financial Network, Inc. | 0.02% | Add +20.9% | 4,906 | $491K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.5% | 4,891 | $489K |
| Scissortail Wealth Management, LLC | 0.11% | Reduce -8.3% | 4,880 | $488K |
| JB Capital LLC | 0.02% | Add +13.5% | 4,857 | $486K |
| Security Financial Services, INC. | 0.08% | Add +1.4% | 4,834 | $484K |
| McNaughton Wealth Management, LLC | 0.20% | Add +5.0% | 4,819 | $482K |
| One Wealth Advisors, LLC | 0.06% | Add +27.2% | 4,798 | $480K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,688 | $469K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -88.0% | 4,629 | $463K |
| Wedbush Securities Inc. | 0.01% | Add +1.4% | 4,557 | $456K |
| &partners | 0.00% | Add +35.9% | 4,442 | $449K |
| Baird Financial Group, Inc. | 0.00% | New | 4,470 | $447K |
| BOS Asset Management, LLC | 0.13% | Add +34.0% | 4,465 | $447K |
| Pflug Koory, LLC | 0.21% | Add +0.0% | 4,397 | $440K |
| Quadrant Private Wealth Management, LLC | 0.08% | Add +5.7% | 4,369 | $437K |
| McAdam, LLC | 0.02% | Reduce -3.6% | 4,303 | $431K |
| High Falls Advisors, Inc | 0.09% | Add +7.2% | 4,286 | $429K |
| Stone House Investment Management, LLC | 0.07% | Add +6.1% | 4,249 | $425K |
| Absolute Capital Management, LLC | 0.18% | Add +41.3% | 4,235 | $424K |
| Braun-Bostich & Associates Inc. | 0.27% | Reduce -2.8% | 4,219 | $422K |
| VestGen Advisors, LLC | 0.01% | New | 4,063 | $406K |
| Duncan Williams Asset Management, LLC | 0.11% | No change | 4,001 | $400K |
| Creative Planning | 0.00% | Add +1.8% | 3,949 | $395K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +18.9% | 3,740 | $374K |
| Calton & Associates, Inc. | 0.05% | Reduce -0.1% | 3,638 | $364K |
| Regal Investment Advisors LLC | 0.02% | Add +18.1% | 3,638 | $364K |
| Tsfg, LLC | 0.06% | Reduce -6.8% | 3,594 | $360K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,562 | $356K |
| Lion Street Advisors, LLC | 0.12% | New | 3,434 | $352K |
| Gotham Asset Management | 0.00% | No change | 3,449 | $345K |
| Allworth Financial LP | 0.00% | Add +30.7% | 3,397 | $340K |
| Front Row Advisors LLC | 0.11% | Add +6.3% | 3,392 | $339K |
| True Vision MN LLC | 0.18% | Add +22.3% | 3,370 | $337K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 3,319 | $332K |
| Clark Asset Management, LLC | 0.04% | No change | 3,264 | $327K |
| Prospera Financial Services Inc | 0.01% | Reduce -14.6% | 3,232 | $324K |
| Citizens Financial Group Inc. | 0.00% | Reduce -0.6% | 3,231 | $323K |
| Bank of Montreal | 0.00% | Reduce -0.1% | 3,199 | $320K |
| Keystone Financial Services | 0.10% | Reduce -4.0% | 3,190 | $319K |
| Range Financial Group LLC | 0.11% | Add +9.3% | 3,138 | $314K |
| Quest Investment Management LLC | 0.03% | New | 3,104 | $311K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -7.7% | 3,075 | $308K |
| Blair William & Co. | 0.00% | Add +11.6% | 3,046 | $305K |
| Valmark Advisers, Inc. | 0.00% | New | 2,973 | $297K |
| Traub Capital Management LLC | 0.29% | No change | 2,962 | $296K |
| Csenge Advisory Group | 0.01% | Add +2.7% | 2,940 | $294K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -0.3% | 2,902 | $290K |
| Alterna Wealth Management, Inc. | 0.24% | New | 2,901 | $290K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +9.2% | 2,841 | $284K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.1% | 2,826 | $283K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +2.4% | 2,789 | $279K |
| Bigelow Investment Advisors, LLC | 0.11% | Reduce -1.3% | 2,788 | $279K |
| 17 Capital Partners, LLC | 0.15% | Add +14.5% | 2,765 | $277K |
| Global Retirement Partners, LLC | 0.01% | Add +13.3% | 2,724 | $273K |
| BCU Wealth Advisors, LLC | 0.11% | Reduce -2.7% | 2,712 | $271K |
| City Center Advisors, LLC | 0.26% | Add +1.8% | 2,711 | $271K |
| Centaurus Financial, Inc. | 0.01% | Add +63.2% | 2,713 | $271K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -0.4% | 2,705 | $271K |
| Barnes Wealth Management Group, Inc | 0.15% | Reduce -12.2% | 2,697 | $270K |
| James Investment Research, Inc. | 0.03% | Add +0.7% | 2,624 | $263K |
| Apeiron RIA LLC | 0.06% | New | 2,595 | $262K |
| Belpointe Asset Management LLC | 0.01% | Reduce -12.1% | 2,577 | $258K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 2,535 | $254K |
| ShoreHaven Wealth Partners, LLC | 0.09% | Reduce -7.6% | 2,534 | $254K |
| Wells Fargo & Company | 0.00% | Reduce -11.0% | 2,492 | $249K |
| RHS Financial, LLC | 0.13% | Reduce -37.6% | 2,434 | $244K |
| First Heartland Consultants, Inc. | 0.02% | Add +5.5% | 2,355 | $236K |
| Cobblestone Asset Management LLC | 0.11% | New | 2,343 | $234K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -83.7% | 2,300 | $230K |
| Brueske Advisory Services, LLC | 0.12% | Reduce -0.9% | 2,277 | $228K |
| Gen-Wealth Partners Inc | 0.08% | Add +9.5% | 2,276 | $228K |
| Mgo One Seven LLC | 0.01% | New | 2,250 | $225K |
| Frisch Financial Group, Inc. | 0.05% | New | 2,176 | $218K |
| Keebeck Wealth Management | 0.03% | New | 2,113 | $211K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -15.6% | 2,107 | $211K |
| RFG Advisory, LLC | 0.00% | New | 2,097 | $210K |
| Brookwood Investment Group LLC | 0.03% | New | 2,097 | $210K |
| Mach-1 Financial Group, LLC | 0.03% | New | 2,069 | $207K |
| Integrity Advisory Solutions, LLC | 0.03% | — | 2,069 | $207K |
| Goldstein Advisors, LLC | 0.02% | New | 2,021 | $202K |
| Apollon Wealth Management, LLC | 0.00% | New | 2,021 | $202K |
| Tradewinds Capital Management, LLC | 0.04% | Reduce -98.3% | 1,978 | $198K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -45.9% | 1,946 | $195K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,800 | $180K |
| Harbour Investments, Inc. | 0.00% | Add +23.9% | 1,588 | $159K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,560 | $156K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.3% | 1,377 | $138K |
| Phillips Financial Management, LLC | 0.01% | Reduce -1.5% | 1,350 | $135K |
| Northwest Capital Management Inc | 0.14% | Reduce -49.9% | 1,311 | $131K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 1,113 | $111K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.3% | 933 | $93K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 905 | $91K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +65.8% | 756 | $76K |
| Ancora Advisors LLC | 0.00% | Reduce -0.5% | 754 | $75K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +2677.8% | 750 | $75K |
| NBT Bank, N.A. | 0.00% | Reduce -85.0% | 100 | $66K |
| Ashton Thomas Securities, LLC | 0.01% | New | 618 | $62K |
| Cape Investment Advisory, Inc. | 0.06% | Add +73.1% | 611 | $61K |
| LGT Financial Advisors LLC | 0.13% | Add +15.8% | 595 | $60K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 528 | $53K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 513 | $51K |
| Boreal Capital Management LLC | 0.05% | No change | 500 | $50K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -15.3% | 481 | $48K |
| HM Payson & Co. | 0.00% | No change | 426 | $43K |
| Sunbelt Securities, Inc. | 0.00% | Add +36.5% | 389 | $39K |
| Wealthspire Advisors, LLC | 0.00% | New | 363 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Add +8.2% | 342 | $34K |
| Webster Bank, N. A. | 0.00% | Add +3.0% | 338 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -47.2% | 318 | $32K |
| Spire Wealth Management | 0.00% | Add +21.5% | 294 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +585.4% | 281 | $29K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.6% | 273 | $27K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 255 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | New | 234 | $23K |
| Strategic Advocates LLC | 0.01% | New | 191 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 185 | $19K |
| Wells Financial Advisors INC | 0.02% | No change | 175 | $18K |
| Retirement Wealth Solutions LLC | 0.01% | Add +13.8% | 173 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 155 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 152 | $15K |
| Mather Group, Llc. | 0.00% | New | 114 | $11K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 106 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 105 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 102 | $10K |
| MAI Capital Management | 0.00% | No change | 98 | $10K |
| Park Place Capital Corp | 0.00% | Add +36.8% | 78 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Add +2.9% | 72 | $7K |
| Whittier Trust Co. | 0.00% | Reduce -45.0% | 55 | $6K |
| ORG Partners LLC | 0.00% | Add +307.7% | 53 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -35.9% | 50 | $5K |
| Salem Investment Counselors Inc. | 0.00% | New | 46 | $5K |
| Citigroup Inc. | 0.00% | Reduce -11.5% | 46 | $5K |
| Bank of New Hampshire | 0.00% | No change | 33 | $3K |
| Imprint Wealth LLC | 0.01% | — | 32 | $3K |
| Lanark Financial, Inc. | 0.00% | Add +16.7% | 21 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 16 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 13 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Add +28.6% | 9 | $932 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 9 | $900 |
| Russell Investments Group, Ltd. | 0.00% | New | 7 | $740 |
| Smartleaf Asset Management LLC | 0.00% | New | 7 | $699 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $422 |
| Park Square Financial Group, LLC | 0.00% | Reduce -87.0% | 3 | $300 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $101 |
| Avion Wealth | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is ICVT's weight in each manager's 13F, not the share of iShares Convertible Bond ETF the manager owns.