iShares Convertible Bond ETFICVTETF
13F holders, Q4 2025 (December 31)385holders +34
39new positions
28sold out
1famous investor
$98.40avg. 13F price*
At the end of Q4 2025, 385 institutions reported holding iShares Convertible Bond ETF (ICVT) in their 13F filings, up 34 from Q3 2025. 39 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($237.5M), Provida Pension Fund Administrator ($193.7M) and Envestnet Asset Management Inc. ($144.4M). One famous investor held it 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $38.2M |
| Exits | 28 | $55.4M |
All 13F filers, Q3 2025 → Q4 2025: 3,129,415 shares bought and 1,620,432 shares sold, net +1,508,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| Bank of America Corp. | 0.02% | Reduce -8.9% | 2,410,900 | $237.5M |
| Provida Pension Fund Administrator | 3.35% | Add +86.1% | 1,966,420 | $193.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +17.4% | 1,466,307 | $144.4M |
| LPL Financial LLC | 0.03% | Add +20.2% | 1,035,083 | $102.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.3% | 936,900 | $92.3M |
| AMG National Trust Bank | 1.22% | Add +6.0% | 526,045 | $51.8M |
| 1832 Asset Management L.P. | 0.06% | Add +2.6% | 462,635 | $45.6M |
| Greenleaf Trust | 0.41% | Add +0.8% | 451,146 | $44.4M |
| Advisory Alpha, LLC | 1.18% | Reduce -2.5% | 438,397 | $43.2M |
| Ameriprise Financial Inc. | 0.01% | Add +50.0% | 380,382 | $37.5M |
| BlackRock, Inc. | 0.00% | Add +14.8% | 350,628 | $34.5M |
| Morgan Stanley | 0.00% | Reduce -8.5% | 341,624 | $33.7M |
| Baker Avenue Asset Management, LP | 0.76% | Add +3.8% | 336,190 | $33.1M |
| MML Investors Services, LLC | 0.07% | Add +10.7% | 302,086 | $29.8M |
| Howard Capital Management, LLC | 0.38% | Reduce -3.2% | 295,117 | $29.1M |
| Prestige Wealth Management Group LLC | 5.54% | Reduce -7.9% | 295,019 | $29.1M |
| New York Life Investment Management LLC | 0.23% | Reduce -29.9% | 276,361 | $27.2M |
| JPMorgan Chase & Co. | 0.00% | Add +19.1% | 256,259 | $25.2M |
| Cetera Investment Advisers | 0.03% | Add +19.1% | 239,386 | $23.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.8% | 224,777 | $22.1M |
| Systelligence, LLC | 4.12% | Add +168.1% | 219,777 | $21.6M |
| Tradewinds Capital Management, LLC | 3.94% | Add +9488.8% | 189,666 | $18.7M |
| Cornerstone Planning Group LLC | 2.81% | Reduce -3.5% | 169,980 | $18.0M |
| Assetmark, Inc. | 0.04% | Reduce -16.8% | 178,326 | $17.6M |
| Certified Advisory Corp | 1.58% | Add +1.3% | 175,551 | $17.3M |
| Cwm, LLC | 0.04% | Add +4.9% | 166,618 | $16.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +29.5% | 158,802 | $15.6M |
| Osborne Partners Capital Management, LLC | 0.76% | Reduce -1.4% | 150,648 | $14.8M |
| CacheTech Inc. | 2.55% | Reduce -1.6% | 139,508 | $13.7M |
| Jane Street Group, LLC | 0.02% | New | 137,710 | $13.6M |
| OneDigital Investment Advisors LLC | 0.13% | Add +7.8% | 137,270 | $13.5M |
| Adams Wealth Management | 2.77% | Reduce -2.5% | 131,998 | $13.0M |
| Guggenheim Capital LLC | 0.09% | Add +4.5% | 128,579 | $12.7M |
| OpenArc Corporate Advisory, LLC | 0.21% | — | 128,170 | $12.6M |
| Dynasty Wealth Management, LLC | 0.12% | Add +412.2% | 126,688 | $12.5M |
| Aire Advisors, LLC | 2.25% | Add +1.3% | 124,772 | $12.3M |
| Independence Financial Advisors, LLC | 3.34% | Add +4.3% | 123,306 | $12.1M |
| BlueStem Wealth Partners, LLC | 1.29% | Reduce -13.7% | 118,571 | $11.7M |
| Advance Capital Management, Inc. | 0.48% | Reduce -1.6% | 114,793 | $11.3M |
| Nomura Asset Management Co. Ltd. | 0.03% | No change | 112,849 | $11.1M |
| Tme Financial, Inc. | 7.72% | Add +191.5% | 111,597 | $11.0M |
| Stifel Financial Corp. | 0.01% | Add +15.9% | 110,770 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -55.0% | 106,884 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +9.1% | 103,272 | $10.2M |
| UBS Group AG | 0.00% | Add +5.8% | 93,022 | $9.2M |
| Hilltop Partners LLC | 2.33% | Reduce -1.8% | 91,754 | $9.0M |
| NewEdge Advisors, LLC | 0.03% | Add +23.8% | 88,626 | $8.7M |
| Financial Gravity Asset Management, Inc. | 1.63% | Add +2.9% | 85,926 | $8.5M |
| Onyx Bridge Wealth Group LLC | 0.87% | Add +1.6% | 82,967 | $8.2M |
| 360 Financial, Inc. | 2.41% | New | 80,866 | $8.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.8% | 76,777 | $7.6M |
| Mascagni Wealth Management, Inc. | 5.46% | Add +2.6% | 74,350 | $7.3M |
| Ssi Investment Management LLC | 2.73% | Add +0.4% | 74,253 | $7.3M |
| Bank of New York Mellon Corp | 0.00% | Add +32.2% | 71,296 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.0% | 70,113 | $6.9M |
| Equitable Holdings, Inc. | 0.05% | Add +10.9% | 68,071 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.0% | 64,421 | $6.6M |
| Fig Financial Advisory Services Inc. | 4.06% | Reduce -27.3% | 65,104 | $6.4M |
| Foundations Investment Advisors, LLC | 0.08% | Add +2.1% | 64,645 | $6.4M |
| Park Avenue Securities LLC | 0.05% | Add +19.9% | 63,865 | $6.3M |
| Diversify Advisory Services, LLC | 0.19% | Add +42.2% | 58,871 | $6.1M |
| United Capital Financial Advisors, LLC | 0.04% | Add +21.6% | 61,788 | $6.1M |
| IHT Wealth Management, LLC | 0.15% | Add +15.1% | 61,247 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Add +3.9% | 58,983 | $5.8M |
| Plan Group Financial, LLC | 1.47% | Add +23.3% | 57,309 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +153.5% | 86,185 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +513.9% | 54,815 | $5.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.7% | 54,560 | $5.4M |
| Merit Financial Group, LLC | 0.04% | Add +66.7% | 54,138 | $5.3M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Add +15.7% | 52,081 | $5.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +4.8% | 51,514 | $5.1M |
| Baron Financial Group, LLC | 2.63% | Reduce -0.6% | 49,720 | $4.9M |
| Capital Wealth Management, LLC | 1.54% | Add +30.0% | 48,484 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 46,535 | $4.6M |
| Wetzel Investment Advisors, Inc. | 1.86% | Add +0.1% | 46,416 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.5% | 46,124 | $4.5M |
| Mariner, LLC | 0.01% | Add +3.4% | 45,875 | $4.5M |
| Cambria Investment Management, L.P. | 0.26% | Add +3.0% | 44,594 | $4.4M |
| CreativeOne Wealth, LLC | 0.10% | Add +9.8% | 42,610 | $4.2M |
| Friedenthal Financial | 2.16% | New | 42,557 | $4.2M |
| Central Pacific Bank - Trust Division | 0.53% | Add +11.7% | 41,909 | $4.1M |
| Horizon Financial Services, LLC | 1.87% | Add +0.0% | 41,750 | $4.1M |
| Florin Court Capital LLP | 5.72% | Reduce -39.4% | 41,727 | $4.1M |
| Truist Financial Corp. | 0.00% | Reduce -7.8% | 36,431 | $3.7M |
| Kestra Investment Management, LLC | 0.08% | New | 34,040 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +86.0% | 30,857 | $3.0M |
| Ascent Group, LLC | 0.10% | Add +25.8% | 30,816 | $3.0M |
| IFP Advisors, Inc | 0.07% | Reduce -1.3% | 30,294 | $3.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +12.5% | 29,855 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.3% | 29,654 | $2.9M |
| Spectrum Planning & Advisory Services Inc. | 1.48% | Add +4.1% | 29,127 | $2.9M |
| Planwiser Financial, LLC | 2.04% | Reduce -33.7% | 26,345 | $2.7M |
| SteelPeak Wealth, LLC | 0.09% | Add +38.5% | 27,431 | $2.7M |
| Yorktown Management & Research Co Inc | 2.13% | Reduce -46.0% | 27,000 | $2.7M |
| AE Wealth Management LLC | 0.01% | Add +80.3% | 26,340 | $2.6M |
| Clark Capital Management Group, Inc. | 0.02% | Add +0.3% | 26,151 | $2.6M |
| BCV Asset Management Inc. | 0.06% | — | 39,632 | $2.5M |
| FFG Retirement Advisors LLC | 1.39% | Reduce -0.5% | 22,819 | $2.2M |
| Croban | 1.08% | Add +53.5% | 22,648 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +7.6% | 21,980 | $2.2M |
| Provident Wealth Management, LLC | 0.63% | Reduce -0.4% | 21,657 | $2.1M |
| Centerline Wealth Advisors, LLC | 0.76% | Reduce -66.7% | 21,265 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +12.7% | 20,997 | $2.1M |
| TSA Wealth Managment LLC | 0.68% | Add +10.8% | 20,792 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +0.8% | 20,468 | $2.0M |
| Quartz Partners, LLC | 0.75% | Add +14.6% | 20,382 | $2.0M |
| Alliance Wealth Advisors, LLC | 0.43% | New | 19,940 | $2.0M |
| SWP Financial LLC | 0.89% | Add +35.3% | 18,058 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +27.9% | 17,523 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +3.9% | 17,490 | $1.7M |
| US Bancorp \de | 0.00% | Add +21.5% | 17,456 | $1.7M |
| Horst & Graben Wealth Management LLC | 0.25% | Add +6.8% | 16,886 | $1.7M |
| Sovran Advisors, LLC | 0.14% | Add +0.4% | 16,008 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Add +22.1% | 16,613 | $1.6M |
| Principal Securities, Inc. | 0.03% | Add +18.3% | 16,535 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +55.7% | 16,153 | $1.6M |
| Tidemark, LLC | 0.44% | Add +7.4% | 15,882 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +74.3% | 15,806 | $1.6M |
| Perissos Private Wealth Management, LLC | 1.29% | Reduce -3.4% | 15,168 | $1.5M |
| Hohimer Wealth Management, LLC | 0.20% | No change | 15,016 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.33% | Add +38.5% | 14,754 | $1.5M |
| Stokes Family Office, LLC | 0.13% | Add +79.4% | 14,665 | $1.4M |
| Savvy Advisors, Inc. | 0.05% | Add +19.7% | 14,617 | $1.4M |
| Midwest Capital Advisors, LLC | 0.69% | Add +6.4% | 14,575 | $1.4M |
| Arkadios Wealth Advisors | 0.03% | Add +22.4% | 14,398 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Add +23.3% | 14,305 | $1.4M |
| Pettinga Financial Advisors LLC | 0.26% | Add +27.3% | 13,797 | $1.4M |
| Keystone Wealth Services, LLC | 0.28% | Add +2.5% | 13,586 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +22.4% | 13,514 | $1.3M |
| NorthRock Partners, LLC | 0.02% | Add +96.6% | 13,431 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -76.0% | 13,114 | $1.3M |
| Pursue Wealth Partners LLC | 0.63% | No change | 13,107 | $1.3M |
| Windsor Capital Management, LLC | 0.35% | Reduce -5.3% | 12,073 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.48% | Add +0.6% | 11,884 | $1.2M |
| Key Financial Inc | 0.21% | Add +1.3% | 11,820 | $1.2M |
| Archer Investment Corp | 0.26% | No change | 11,688 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | New | 11,681 | $1.2M |
| Creative Financial Designs Inc. | 0.07% | Add +4.5% | 11,432 | $1.1M |
| Herold Advisors, Inc. | 0.25% | Reduce -1.6% | 11,215 | $1.1M |
| Armor Investment Advisors, LLC | 0.40% | Reduce -8.7% | 11,142 | $1.1M |
| Comprehensive Wealth Management, LLC | 0.64% | Add +44.2% | 11,085 | $1.1M |
| Arete Wealth Advisors, LLC | 0.07% | Add +4.7% | 10,987 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.42% | Add +0.0% | 10,904 | $1.1M |
| Global Financial Private Client, LLC | 0.37% | Reduce -2.0% | 10,768 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -44.7% | 10,690 | $1.1M |
| Cordoba Advisory Partners LLC | 0.26% | — | 10,688 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Add +0.6% | 10,515 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | New | 10,199 | $1.0M |
| Kelly Financial Services LLC | 0.25% | Add +49.7% | 10,193 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +118.0% | 10,089 | $994K |
| Advus Financial Partners, LLC | 0.24% | Add +7.2% | 9,988 | $984K |
| Brookstone Capital Management | 0.01% | Add +9.2% | 9,938 | $979K |
| Ewa, LLC | 0.24% | Add +10.4% | 9,877 | $973K |
| Integrated Wealth Concepts LLC | 0.01% | Add +15.7% | 9,871 | $972K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +249.0% | 9,733 | $959K |
| Millington Financial Advisors, LLC | 0.42% | Reduce -16.1% | 9,026 | $942K |
| Advisors Asset Management, Inc. | 0.02% | Reduce -6.2% | 9,265 | $913K |
| Pictet North America Advisors SA | 0.09% | No change | 9,244 | $911K |
| Global Retirement Partners, LLC | 0.02% | Add +234.7% | 9,116 | $898K |
| United Advisor Group, LLC | 0.11% | Reduce -21.1% | 8,993 | $886K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +22.1% | 8,949 | $882K |
| Advisory Services Network, LLC | 0.01% | Add +6.7% | 8,909 | $878K |
| Tidal Investments LLC | 0.00% | Reduce -79.9% | 8,812 | $868K |
| Simplicity Wealth,LLC | 0.05% | Add +3.9% | 8,683 | $855K |
| PFG Advisors | 0.04% | Reduce -13.6% | 8,668 | $854K |
| Cassilly Financial Group LLC | 0.73% | — | 8,367 | $824K |
| Curtis Wealth Management LLC | 0.72% | — | 7,950 | $824K |
| Atlatl Advisers LLC | 0.32% | Add +49.7% | 8,358 | $823K |
| Sharkey, Howes & Javer | 0.10% | Add +25.9% | 8,354 | $823K |
| Focus Partners Wealth | 0.00% | Reduce -10.6% | 8,276 | $815K |
| WealthShield Partners, LLC | 0.09% | Add +20.9% | 8,184 | $806K |
| CoreCap Advisors, LLC | 0.03% | Reduce -2.6% | 8,097 | $798K |
| Able Wealth Management LLC | 0.25% | Add +4.8% | 8,055 | $793K |
| Centurion Wealth Management LLC | 0.17% | Reduce -4.0% | 8,021 | $790K |
| Sigma Planning Corp | 0.02% | Add +7.1% | 7,997 | $788K |
| Capital Analysts, LLC | 0.02% | Add +42.3% | 7,913 | $780K |
| &partners | 0.00% | Add +78.5% | 7,930 | $780K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.09% | — | 7,910 | $779K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -15.5% | 7,847 | $773K |
| Shared Vision Wealth Group LLC | 0.30% | Add +0.3% | 7,194 | $746K |
| Austin Private Wealth, LLC | 0.05% | Add +14.6% | 7,317 | $721K |
| Range Financial Group LLC | 0.24% | Add +126.2% | 7,098 | $699K |
| Bay Harbor Wealth Management, LLC | 0.18% | Add +5.8% | 7,073 | $697K |
| Independent Financial Group, LLC | 0.01% | Add +1.9% | 6,832 | $673K |
| Scarborough Advisors, LLC | 0.11% | Add +9.9% | 6,814 | $671K |
| Revisor Wealth Management LLC | 0.18% | Add +28.6% | 6,457 | $671K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -3.1% | 6,780 | $668K |
| LPWM LLC | 0.17% | Add +0.6% | 6,775 | $667K |
| BCGM Wealth Management, LLC | 0.17% | Add +19.2% | 6,721 | $662K |
| Comprehensive Money Management Services LLC | 0.45% | No change | 6,655 | $656K |
| Independent Wealth Network Inc. | 0.20% | Reduce -8.6% | 6,559 | $646K |
| SigFig Wealth Management, LLC | 0.02% | Add +12.6% | 6,396 | $630K |
| JB Capital LLC | 0.03% | Add +28.4% | 6,236 | $614K |
| O'ROURKE & COMPANY, Inc | 0.24% | Reduce -1.5% | 6,185 | $609K |
| Entelevest, LLC | 0.62% | — | 6,081 | $599K |
| Lido Advisors, LLC | 0.00% | No change | 5,949 | $595K |
| McNaughton Wealth Management, LLC | 0.24% | Add +25.2% | 6,034 | $594K |
| Comerica Bank | 0.00% | Add +1.2% | 6,010 | $592K |
| High Falls Advisors, Inc | 0.11% | Add +34.2% | 5,751 | $566K |
| Synergy Investment Management, LLC | 0.20% | Add +9.5% | 5,606 | $552K |
| Trek Financial, LLC | 0.03% | Add +9.9% | 5,577 | $549K |
| Regal Investment Advisors LLC | 0.03% | Add +48.9% | 5,415 | $533K |
| One Wealth Advisors, LLC | 0.06% | Add +11.5% | 5,350 | $527K |
| Security Financial Services, INC. | 0.08% | Add +10.6% | 5,347 | $527K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.4% | 5,333 | $525K |
| Lane Brothers & Co. Inc. | 0.38% | — | 5,312 | $523K |
| Private Trust Co. NA | 0.05% | Add +7.3% | 5,309 | $523K |
| Focus Financial Network, Inc. | 0.02% | Add +7.9% | 5,295 | $522K |
| Invst, LLC | 0.06% | Add +2.9% | 5,290 | $521K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +20.8% | 5,277 | $520K |
| Blue Trust, Inc. | 0.01% | Reduce -14.8% | 5,226 | $515K |
| Transamerica Financial Advisors, LLC | 0.04% | Reduce -0.9% | 5,057 | $498K |
| Stone House Investment Management, LLC | 0.08% | Add +18.1% | 5,019 | $494K |
| Qube Research & Technologies Ltd | 0.00% | Add +63.1% | 5,016 | $494K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -2.4% | 4,985 | $491K |
| Panoramic Investment Advisors, LLC | 0.27% | New | 4,965 | $489K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.6% | 4,863 | $479K |
| Scissortail Wealth Management, LLC | 0.11% | Reduce -0.8% | 4,840 | $477K |
| BNP Paribas Financial Markets | 0.00% | Reduce -92.7% | 4,738 | $467K |
| Liberty Wealth Management LLC | 0.06% | Reduce -16.6% | 4,707 | $464K |
| Wells Fargo & Company | 0.00% | Add +85.4% | 4,620 | $455K |
| Mosley Wealth Management | 0.21% | — | 4,447 | $455K |
| McAdam, LLC | 0.02% | Add +7.0% | 4,603 | $453K |
| OneAscent Financial Services LLC | 0.04% | Reduce -11.0% | 4,568 | $450K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.2% | 4,538 | $447K |
| BOS Asset Management, LLC | 0.12% | Add +1.1% | 4,515 | $445K |
| KFG Wealth Management, LLC | 0.06% | Reduce -61.1% | 4,512 | $444K |
| Pflug Koory, LLC | 0.20% | Add +0.1% | 4,399 | $433K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.7% | 4,205 | $414K |
| World Investment Advisors | 0.01% | New | 4,200 | $414K |
| Keystone Financial Services | 0.12% | Add +30.9% | 4,174 | $411K |
| Duncan Williams Asset Management, LLC | 0.10% | Reduce -0.1% | 3,995 | $411K |
| True Vision MN LLC | 0.21% | Add +23.6% | 4,167 | $410K |
| Calton & Associates, Inc. | 0.06% | Add +14.4% | 4,162 | $410K |
| Valmark Advisers, Inc. | 0.01% | Add +39.0% | 4,131 | $407K |
| FORM Wealth Advisors, LLC | 0.05% | — | 4,076 | $402K |
| Alterna Wealth Management, Inc. | 0.33% | Add +40.2% | 4,068 | $401K |
| Braun-Bostich & Associates Inc. | 0.25% | Reduce -4.0% | 4,050 | $399K |
| Absolute Capital Management, LLC | 0.14% | Reduce -4.8% | 4,030 | $397K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.7% | 3,992 | $393K |
| Tsfg, LLC | 0.06% | Add +9.5% | 3,935 | $388K |
| Mgo One Seven LLC | 0.01% | Add +72.4% | 3,880 | $382K |
| Wealthfront Advisers LLC | 0.00% | Reduce -38.9% | 3,625 | $357K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.9% | 3,596 | $354K |
| Front Row Advisors LLC | 0.11% | Add +1.5% | 3,442 | $339K |
| Cerity Partners LLC | 0.00% | Reduce -50.0% | 3,377 | $333K |
| Prospera Financial Services Inc | 0.01% | Add +2.8% | 3,321 | $327K |
| Gotham Asset Management | 0.00% | Reduce -4.5% | 3,295 | $325K |
| Gen-Wealth Partners Inc | 0.10% | Add +43.6% | 3,269 | $322K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,231 | $318K |
| Clark Asset Management, LLC | 0.03% | Reduce -1.3% | 3,221 | $317K |
| Calamos Wealth Management LLC | 0.01% | New | 3,218 | $317K |
| Bank of Montreal | 0.00% | No change | 3,199 | $315K |
| Allworth Financial LP | 0.00% | Reduce -5.9% | 3,198 | $315K |
| Cobblestone Asset Management LLC | 0.14% | Add +33.5% | 3,127 | $308K |
| Icon Wealth Advisors, LLC | 0.02% | Add +59.6% | 3,106 | $306K |
| Elevated Financial Group LLC | 0.11% | — | 3,106 | $306K |
| Quest Investment Management LLC | 0.03% | No change | 3,104 | $306K |
| Csenge Advisory Group | 0.01% | Add +4.5% | 3,071 | $302K |
| Cypress Wealth Services, LLC | 0.04% | Add +12.6% | 3,045 | $300K |
| Brookwood Investment Group LLC | 0.04% | Add +41.9% | 2,976 | $293K |
| Sowell Financial Services LLC | 0.01% | Add +5.1% | 2,969 | $292K |
| Blair William & Co. | 0.00% | Reduce -2.9% | 2,957 | $291K |
| Greenline Wealth Management LLC | 0.30% | — | 2,931 | $289K |
| Stonebridge Financial Group, LLC / MO | 0.25% | — | 2,931 | $289K |
| 17 Capital Partners, LLC | 0.15% | Add +6.0% | 2,930 | $289K |
| City Center Advisors, LLC | 0.26% | Add +7.8% | 2,921 | $288K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 2,906 | $286K |
| Barnes Wealth Management Group, Inc | 0.15% | Add +6.2% | 2,865 | $282K |
| BCU Wealth Advisors, LLC | 0.11% | Add +2.9% | 2,790 | $275K |
| Archer Investment Management, LLC | 0.15% | New | 2,763 | $272K |
| Firethorn Wealth Partners, LLC | 0.10% | Reduce -3.2% | 2,750 | $271K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -3.6% | 2,688 | $265K |
| Daviman Financial, LLC | 0.15% | — | 2,646 | $261K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,631 | $259K |
| James Investment Research, Inc. | 0.03% | No change | 2,624 | $258K |
| Belpointe Asset Management LLC | 0.01% | No change | 2,577 | $254K |
| Baird Financial Group, Inc. | 0.00% | Reduce -42.5% | 2,569 | $253K |
| Sovereign Financial Group, Inc. | 0.04% | New | 2,557 | $252K |
| Chatterton & Associates Inc. | 0.21% | — | 2,545 | $251K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 2,535 | $250K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -51.2% | 2,526 | $249K |
| Wealth Alliance, LLC | 0.02% | New | 2,515 | $248K |
| Arax Advisory Partners | 0.01% | New | 2,475 | $244K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.02% | New | 2,472 | $243K |
| Parkway Wealth Management Group, LLC | 0.03% | — | 2,415 | $238K |
| RFG Advisory, LLC | 0.00% | Add +12.9% | 2,368 | $233K |
| Lifelong Wealth Advisors, Inc. | 0.06% | New | 2,339 | $230K |
| Tyche Wealth Partners LLC | 0.04% | New | 2,336 | $230K |
| Advisors Preferred, LLC | 0.04% | Reduce -57.6% | 2,294 | $229K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,326 | $229K |
| Keebeck Wealth Management | 0.03% | Add +8.6% | 2,295 | $226K |
| Harbour Investments, Inc. | 0.00% | Add +42.3% | 2,259 | $223K |
| Goldstein Advisors, LLC | 0.03% | Add +10.8% | 2,240 | $221K |
| Brooklyn Investment Group | 0.01% | New | 2,203 | $218K |
| Latitude Advisors, LLC | 0.10% | New | 2,215 | $218K |
| Concorde Asset Management, LLC | 0.09% | New | 2,205 | $217K |
| Traub Capital Management LLC | 0.21% | Reduce -26.5% | 2,177 | $214K |
| Creative Planning | 0.00% | Reduce -47.5% | 2,075 | $204K |
| Modern Wealth Management, LLC | 0.00% | New | 2,069 | $204K |
| Liberty Atlantic Advisors LLC | 0.20% | — | 2,053 | $202K |
| Towerpoint Wealth, LLC | 0.08% | New | 2,044 | $201K |
| Integrity Advisory Solutions, LLC | 0.03% | Reduce -1.4% | 2,041 | $201K |
| Ethos Financial Group, LLC | 0.01% | New | 2,034 | $200K |
| Citigroup Inc. | 0.00% | Add +4315.2% | 2,031 | $200K |
| Dorato Capital Management | 0.14% | — | 1,853 | $190K |
| Centaurus Financial, Inc. | 0.01% | Reduce -30.6% | 1,883 | $185K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,800 | $177K |
| Parallel Advisors, LLC | 0.00% | Add +1077.6% | 1,790 | $176K |
| Pinnacle Holdings, LLC | 0.06% | New | 1,663 | $164K |
| Cape Investment Advisory, Inc. | 0.05% | Add +162.8% | 1,606 | $158K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,560 | $154K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.4% | 1,383 | $136K |
| Phillips Financial Management, LLC | 0.01% | No change | 1,350 | $133K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 1,116 | $110K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.6% | 939 | $92K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.4% | 910 | $90K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.4% | 909 | $90K |
| Vision Retirement, LLC | 0.02% | — | 840 | $83K |
| Ancora Advisors LLC | 0.00% | Reduce -5.3% | 714 | $70K |
| Portfolio Resources Advisor Group, Inc. | 0.07% | — | 712 | $70K |
| Evolution Wealth Management Inc. | 0.06% | New | 703 | $69K |
| Kingdom Financial Group LLC. | 0.02% | New | 651 | $64K |
| NBT Bank, N.A. | 0.00% | Reduce -1.0% | 99 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Add +160.7% | 610 | $60K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 528 | $52K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 515 | $51K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +4.2% | 501 | $49K |
| Boreal Capital Management LLC | 0.05% | No change | 500 | $49K |
| HM Payson & Co. | 0.00% | No change | 426 | $42K |
| Webster Bank, N. A. | 0.00% | Add +25.7% | 425 | $42K |
| Sound Income Strategies, LLC | 0.00% | Add +33.5% | 375 | $39K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.8% | 382 | $38K |
| Strategic Advocates LLC | 0.01% | Add +94.8% | 372 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.3% | 341 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.3% | 322 | $32K |
| Spire Wealth Management | 0.00% | Add +5.4% | 310 | $31K |
| Northwest Capital Management Inc | 0.13% | Reduce -77.7% | 293 | $29K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 255 | $25K |
| Tucker Asset Management LLC | 0.01% | New | 221 | $22K |
| Retirement Wealth Solutions LLC | 0.01% | Add +27.2% | 220 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 185 | $18K |
| Networth Advisors, LLC | 0.01% | — | 180 | $18K |
| Wells Financial Advisors INC | 0.03% | No change | 175 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 155 | $15K |
| Imprint Wealth LLC | 0.06% | Add +300.0% | 128 | $13K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 125 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 106 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 105 | $10K |
| SageView Advisory Group, LLC | 0.00% | New | 105 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 102 | $10K |
| Purpose Unlimited Inc. | 0.00% | — | 100 | $10K |
| MAI Capital Management | 0.00% | No change | 98 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 89 | $9K |
| Manchester Capital Management LLC | 0.00% | New | 81 | $8K |
| Park Place Capital Corp | 0.00% | No change | 78 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.9% | 77 | $8K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 65 | $6K |
| Whittier Trust Co. | 0.00% | No change | 55 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 55 | $5K |
| ORG Partners LLC | 0.00% | No change | 53 | $5K |
| SHP Wealth Management | 0.00% | — | 52 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 50 | $5K |
| Key Capital Management, INC | 0.00% | — | 46 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -93.9% | 46 | $5K |
| Bank of New Hampshire | 0.00% | No change | 33 | $3K |
| Arcadia Investment Management Corp. | 0.00% | New | 30 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 28 | $3K |
| Lanark Financial, Inc. | 0.00% | Add +33.3% | 28 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 25 | $2K |
| Signature Equity Partners, LLC | 0.00% | — | 20 | $2K |
| Tompkins Financial Corp. | 0.00% | New | 20 | $2K |
| Root Financial Partners, LLC | 0.00% | No change | 13 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 12 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 9 | $923 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 9 | $887 |
| Gilpin Wealth Management, LLC | 0.00% | — | 8 | $788 |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -50.0% | 8 | $788 |
| Russell Investments Group, Ltd. | 0.00% | No change | 7 | $733 |
| Operose Advisors LLC | 0.00% | New | 7 | $699 |
| Smartleaf Asset Management LLC | 0.00% | No change | 7 | $692 |
| Hamrick Investment Counsel, llc | 0.00% | — | 7 | $690 |
| Park Square Financial Group, LLC | 0.00% | No change | 3 | $255 |
| International Assets Investment Management, LLC | 0.00% | New | 2 | $197 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $99 |
"% of holder's portfolio" is ICVT's weight in each manager's 13F, not the share of iShares Convertible Bond ETF the manager owns.