iShares Convertible Bond ETFICVTETF
13F holders, Q2 2026 (June 30)404holders −3
59new positions
60sold out
3famous investors
$121.35avg. 13F price*
At the end of Q2 2026, 404 institutions reported holding iShares Convertible Bond ETF (ICVT) in their 13F filings, down 3 from Q1 2026. 59 opened new positions and 60 sold out. The largest holders were Bank of America Corp. ($288.9M), LPL Financial LLC ($100.0M) and 1832 Asset Management L.P. ($89.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $109.3M |
| Exits | 60 | $27.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,771,718 shares bought and 3,554,764 shares sold, net −1,783,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| Bank of America Corp. | 0.02% | Add +0.5% | 2,373,276 | $288.9M |
| LPL Financial LLC | 0.02% | Reduce -11.2% | 821,702 | $100.0M |
| 1832 Asset Management L.P. | 0.11% | Reduce -14.3% | 734,942 | $89.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -30.6% | 710,158 | $86.5M |
| AMG National Trust Bank | 1.44% | Add +1.7% | 574,642 | $70.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -27.7% | 491,494 | $59.8M |
| Greenleaf Trust | 0.52% | Reduce -0.9% | 444,077 | $54.1M |
| Advisory Alpha, LLC | 1.20% | Reduce -2.9% | 403,189 | $49.1M |
| New York Life Investment Management LLC | 0.33% | Add +29.5% | 383,882 | $46.7M |
| Morgan Stanley | 0.00% | Add +8.5% | 362,461 | $44.1M |
| Baker Avenue Asset Management, LP | 0.77% | Reduce -0.6% | 334,411 | $40.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.3% | 324,969 | $39.6M |
| MML Investors Services, LLC | 0.07% | Add +24.1% | 282,239 | $34.4M |
| Howard Capital Management, LLC | 0.41% | New | 281,042 | $34.2M |
| Ocean Park Asset Management, LLC | 1.52% | Reduce -38.4% | 258,837 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.1% | 213,666 | $25.8M |
| Tradewinds Capital Management, LLC | 4.32% | Reduce -4.8% | 199,640 | $24.3M |
| Certified Advisory Corp | 1.89% | Add +6.9% | 192,216 | $23.4M |
| Allianz Asset Management GmbH | 0.02% | Add +168.3% | 176,300 | $21.5M |
| Cornerstone Planning Group LLC | 2.65% | Add +1.0% | 180,323 | $21.0M |
| Tme Financial, Inc. | 12.46% | Add +3.2% | 165,728 | $20.2M |
| Systelligence, LLC | 3.37% | Add +10.4% | 165,710 | $20.2M |
| Osborne Partners Capital Management, LLC | 1.02% | Add +0.4% | 150,291 | $18.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -15.9% | 177,077 | $18.0M |
| Independence Financial Advisors, LLC | 4.46% | Add +13.8% | 141,376 | $17.2M |
| Assetmark, Inc. | 0.03% | Reduce -19.8% | 136,735 | $16.6M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 134,574 | $16.4M |
| Guggenheim Capital LLC | 0.10% | Reduce -1.3% | 132,179 | $16.1M |
| Aire Advisors, LLC | 2.62% | Add +4.3% | 132,152 | $16.1M |
| CacheTech Inc. | 2.60% | Reduce -6.4% | 132,084 | $16.1M |
| BlueStem Wealth Partners, LLC | 1.53% | Reduce -21.7% | 126,255 | $15.4M |
| Adams Wealth Management | 2.84% | Reduce -8.0% | 121,966 | $14.8M |
| Cetera Investment Advisers | 0.01% | Reduce -22.9% | 120,496 | $14.7M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +6.2% | 117,119 | $14.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -10.4% | 112,782 | $13.7M |
| Onyx Bridge Wealth Group LLC | 1.23% | Reduce -4.8% | 112,640 | $13.7M |
| McMorgan & Co. LLC | 2.02% | Add +39.1% | 110,144 | $13.4M |
| Hilltop Partners LLC | 3.23% | Add +17.2% | 109,390 | $13.3M |
| Advance Capital Management, Inc. | 0.40% | Reduce -6.6% | 102,709 | $12.5M |
| McAdam, LLC | 0.43% | Add +1608.5% | 91,288 | $11.1M |
| Osaic Holdings, Inc. | 0.01% | Add +18.0% | 90,504 | $11.0M |
| UBS Group AG | 0.00% | Reduce -1.3% | 89,109 | $10.8M |
| Financial Gravity Companies, Inc. | 1.74% | — | 88,192 | $10.7M |
| NewEdge Advisors, LLC | 0.03% | Add +30.4% | 85,064 | $10.4M |
| BlackRock, Inc. | 0.00% | Reduce -67.2% | 82,341 | $10.0M |
| Mascagni Wealth Management, Inc. | 6.19% | Add +0.7% | 81,824 | $10.0M |
| B. Riley Wealth Advisors, Inc. | 0.54% | Add +26.1% | 81,888 | $9.9M |
| 360 Financial, Inc. | 2.45% | Reduce -3.0% | 79,336 | $9.7M |
| Stifel Financial Corp. | 0.01% | Reduce -20.0% | 75,630 | $9.2M |
| Equitable Holdings, Inc. | 0.05% | Add +4.9% | 75,740 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -42.9% | 73,943 | $9.0M |
| Ssi Investment Management LLC | 2.96% | Reduce -37.9% | 70,831 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.1% | 67,719 | $8.2M |
| TD Asset Management Inc | 0.01% | New | 64,300 | $7.8M |
| Point Nemo Capital, LLC | 3.95% | New | 64,066 | $7.8M |
| Plan Group Financial, LLC | 1.58% | Add +3.0% | 62,812 | $7.6M |
| Cambria Investment Management, L.P. | 0.37% | Add +35.5% | 62,192 | $7.6M |
| Arax Advisory Partners | 0.05% | Add +100.9% | 61,700 | $7.5M |
| Ameritas Advisory Services, LLC | 0.15% | New | 59,616 | $7.3M |
| Diversify Advisory Services, LLC | 0.12% | New | 63,938 | $7.3M |
| Diversify Wealth Management, LLC | 0.12% | Add +104.7% | 63,938 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.6% | 58,566 | $7.1M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -57.3% | 57,748 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.3% | 57,044 | $6.9M |
| Private Advisor Group, LLC | 0.03% | Add +159.6% | 53,620 | $6.5M |
| OpenArc Corporate Advisory, LLC | 0.08% | Reduce -15.2% | 52,786 | $6.4M |
| Capital Wealth Management, LLC | 1.54% | Add +0.3% | 52,556 | $6.4M |
| Savvy Advisors, Inc. | 0.13% | Add +28.3% | 51,407 | $6.3M |
| Baron Financial Group, LLC | 2.87% | Reduce -0.6% | 49,453 | $6.0M |
| IFP Advisors, Inc | 0.10% | Add +43.4% | 43,742 | $5.3M |
| Horizon Financial Services, LLC | 1.97% | Add +1.8% | 42,123 | $5.1M |
| Citadel Advisors | 0.00% | Reduce -27.3% | 41,747 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 41,749 | $5.1M |
| Central Pacific Bank - Trust Division | 0.54% | Reduce -31.6% | 41,690 | $5.1M |
| Jane Street Group, LLC | 0.00% | Reduce -95.1% | 41,356 | $5.0M |
| Planwiser Financial, LLC | 3.47% | New | 41,005 | $5.0M |
| Kroeger Financial Partners | 4.68% | — | 39,803 | $4.8M |
| Exchange Traded Concepts, LLC | 0.02% | New | 39,737 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +7.7% | 37,156 | $4.5M |
| Friedenthal Financial | 2.03% | New | 35,970 | $4.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -25.5% | 35,831 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.4% | 36,756 | $4.3M |
| Atria Investments, Inc | 0.04% | Add +291.9% | 35,314 | $4.3M |
| AE Wealth Management LLC | 0.02% | Reduce -14.0% | 33,460 | $4.1M |
| Florin Court Capital LLP | 6.51% | Add +67.6% | 32,727 | $4.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.6% | 32,507 | $4.0M |
| First Heartland Consultants, Inc. | 0.26% | New | 32,403 | $3.9M |
| Milestone Asset Management, LLC | 0.60% | New | 31,204 | $3.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 31,130 | $3.8M |
| Compagnie Lombard Odier SCmA | 0.04% | Add +14.9% | 30,593 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -28.9% | 30,547 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +1.7% | 30,037 | $3.7M |
| Clark Capital Management Group, Inc. | 0.02% | Add +3.9% | 28,354 | $3.5M |
| Spectrum Planning & Advisory Services Inc. | 1.39% | Reduce -7.8% | 25,561 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 23,232 | $2.8M |
| Cordoba Advisory Partners LLC | 0.58% | Add +0.3% | 22,485 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -43.3% | 22,479 | $2.7M |
| Simplicity Wealth,LLC | 0.09% | Add +241.0% | 21,750 | $2.6M |
| Quartz Partners, LLC | 0.86% | Add +4.8% | 21,496 | $2.6M |
| Provident Wealth Management, LLC | 0.65% | Reduce -3.6% | 20,673 | $2.5M |
| Elevation Capital Advisory, LLC | 0.96% | Add +55.8% | 20,429 | $2.5M |
| Yorktown Management & Research Co Inc | 1.49% | Reduce -13.0% | 20,000 | $2.4M |
| Lido Advisors, LLC | 0.01% | Add +1.8% | 19,707 | $2.4M |
| Tidemark, LLC | 0.53% | Add +54.1% | 19,263 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.7% | 18,859 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -13.6% | 17,537 | $2.1M |
| Synergy Asset Management, LLC | 0.19% | New | 16,200 | $2.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -50.2% | 15,849 | $1.9M |
| IHT Wealth Management, LLC | 0.04% | Reduce -76.3% | 15,513 | $1.9M |
| Revisor Wealth Management LLC | 0.44% | Add +51.2% | 15,051 | $1.8M |
| Hohimer Wealth Management, LLC | 0.19% | No change | 15,010 | $1.8M |
| Verition Fund Management LLC | 0.01% | New | 15,000 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -42.8% | 14,897 | $1.8M |
| Scissortail Wealth Management, LLC | 0.35% | Add +2.1% | 14,847 | $1.8M |
| Sofi Wealth, LLC | 0.07% | Reduce -3.8% | 14,733 | $1.8M |
| Renaissance Technologies | 0.00% | New | 14,700 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Reduce -1.0% | 14,696 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.38% | Reduce -1.1% | 14,382 | $1.7M |
| Keystone Wealth Services, LLC | 0.32% | Add +4.0% | 14,181 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -55.6% | 14,127 | $1.7M |
| Sovran Advisors, LLC | 0.13% | Add +1.1% | 15,063 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -31.1% | 13,558 | $1.7M |
| Cadent Capital Advisors, LLC | 0.33% | Add +38.4% | 13,211 | $1.6M |
| Global Financial Private Client, LLC | 0.43% | Reduce -1.2% | 13,149 | $1.6M |
| Fig Financial Advisory Services Inc. | 0.92% | Reduce -39.6% | 12,967 | $1.6M |
| Windsor Capital Management, LLC | 0.40% | Add +3.5% | 12,792 | $1.6M |
| FFG Retirement Advisors LLC | 0.81% | Reduce -1.2% | 12,544 | $1.5M |
| Q3 Asset Management | 0.28% | New | 12,433 | $1.5M |
| Comprehensive Wealth Management, LLC | 0.67% | Add +21.4% | 11,986 | $1.5M |
| Creative Financial Designs Inc. | 0.07% | Reduce -5.6% | 11,936 | $1.5M |
| Webster Bank, N. A. | 0.12% | Add +94.5% | 11,743 | $1.4M |
| Archer Investment Corp | 0.27% | No change | 11,688 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.51% | Reduce -3.2% | 11,627 | $1.4M |
| AlTi Global, Inc. | 0.03% | New | 11,532 | $1.4M |
| Ascent Group, LLC | 0.04% | Reduce -50.9% | 11,456 | $1.4M |
| Tidal Investments LLC | 0.00% | Add +135.4% | 11,401 | $1.4M |
| Key Financial Inc | 0.23% | No change | 11,328 | $1.4M |
| Greykasell Wealth Strategies, Inc. | 0.50% | Add +3.8% | 11,315 | $1.4M |
| Principal Securities, Inc. | 0.02% | Reduce -24.2% | 11,283 | $1.4M |
| Aptus Capital Advisors, LLC | 0.01% | Add +916.6% | 11,203 | $1.4M |
| Oppenheimer & Co. Inc. | 0.01% | Add +53.3% | 10,911 | $1.3M |
| Centerline Wealth Advisors, LLC | 0.41% | Reduce -0.5% | 10,775 | $1.3M |
| Armor Investment Advisors, LLC | 0.42% | Reduce -2.4% | 10,745 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.44% | Reduce -75.8% | 10,481 | $1.3M |
| Herold Advisors, Inc. | 0.25% | No change | 10,225 | $1.2M |
| Advisors Preferred, LLC | 0.19% | Add +141.4% | 10,547 | $1.2M |
| Vise Technologies, Inc. | 0.01% | New | 10,113 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -2.8% | 10,005 | $1.2M |
| TSA Wealth Managment LLC | 0.34% | Reduce -36.8% | 9,941 | $1.2M |
| United Advisor Group, LLC | 0.13% | Reduce -1.3% | 9,804 | $1.2M |
| Keybank National Association | 0.00% | New | 9,396 | $1.1M |
| Kovack Advisors, Inc. | 0.06% | Add +9.3% | 9,386 | $1.1M |
| Focus Financial Network, Inc. | 0.03% | Add +86.4% | 9,176 | $1.1M |
| Purpose Unlimited Inc. | 0.04% | Reduce -22.7% | 9,463 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -1.6% | 9,125 | $1.1M |
| Financial Life Advisors | 0.32% | New | 9,119 | $1.1M |
| Dedeker Financial LLC | 0.63% | New | 9,070 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | New | 9,000 | $1.1M |
| Millington Financial Advisors, LLC | 0.43% | Add +5.5% | 9,568 | $1.1M |
| Strategic Blueprint, LLC | 0.05% | Reduce -36.1% | 8,546 | $1.0M |
| Entelevest, LLC | 0.91% | Add +7.1% | 8,519 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -7.9% | 8,443 | $1.0M |
| Tennessee Valley Asset Management Partners | 0.11% | Reduce -0.9% | 8,439 | $1.0M |
| Kestra Investment Management, LLC | 0.02% | Add +77.6% | 8,049 | $980K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -46.4% | 8,041 | $979K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -75.4% | 8,035 | $978K |
| Greenline Wealth Management LLC | 0.80% | Add +18.1% | 8,032 | $978K |
| Advus Financial Partners, LLC | 0.22% | Reduce -18.7% | 8,030 | $978K |
| Guidance Capital, Inc. | 0.21% | Add +19.7% | 8,555 | $972K |
| NorthRock Partners, LLC | 0.01% | Reduce -21.5% | 7,933 | $966K |
| SWP Financial LLC | 0.43% | Reduce -25.7% | 7,551 | $919K |
| Ridgewood Investments LLC | 0.34% | Reduce -37.8% | 7,467 | $909K |
| Investment Management Trust, LLC | 0.81% | Add +28.8% | 7,464 | $909K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.6% | 7,438 | $906K |
| Nuveen, LLC | 0.00% | New | 7,387 | $899K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -42.0% | 7,318 | $891K |
| CoreCap Advisors, LLC | 0.03% | Reduce -5.6% | 7,292 | $888K |
| Kelly Financial Services LLC | 0.19% | Reduce -3.4% | 7,271 | $885K |
| Ewa, LLC | 0.16% | Reduce -7.2% | 7,115 | $866K |
| Moneco Advisors, LLC | 0.05% | New | 7,016 | $854K |
| Comprehensive Money Management Services LLC | 0.51% | Add +0.8% | 6,710 | $817K |
| Independent Financial Group, LLC | 0.02% | Reduce -2.9% | 6,635 | $808K |
| Aletheian Wealth Advisors LLC | 0.34% | Reduce -1.0% | 6,629 | $807K |
| Landing Point Financial Group, LLC | 0.27% | New | 6,592 | $803K |
| Horst & Graben Wealth Management LLC | 0.10% | Reduce -41.4% | 6,615 | $790K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -91.6% | 6,261 | $762K |
| LPWM LLC | 0.17% | Reduce -7.9% | 6,189 | $753K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +22.4% | 6,069 | $739K |
| Pettinga Financial Advisors LLC | 0.12% | Reduce -25.8% | 6,026 | $734K |
| Mma Asset Management LLC | 0.23% | Reduce -7.6% | 5,946 | $724K |
| Range Financial Group LLC | 0.20% | Add +13.8% | 5,919 | $721K |
| Valmark Advisers, Inc. | 0.01% | Add +11.8% | 5,856 | $713K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -42.8% | 5,735 | $698K |
| Stokes Family Office, LLC | 0.08% | Reduce -57.3% | 5,555 | $676K |
| TBH Global Asset Management, LLC | 0.12% | New | 5,438 | $662K |
| Fifth Third Bancorp | 0.00% | Reduce -2.5% | 5,366 | $653K |
| Lane Brothers & Co. Inc. | 0.42% | Reduce -0.1% | 5,308 | $646K |
| Atlatl Advisers LLC | 0.15% | Reduce -29.7% | 5,263 | $641K |
| James Investment Research, Inc. | 0.06% | Add +99.1% | 5,224 | $636K |
| Seeds Investor LLC | 0.06% | Reduce -33.3% | 5,126 | $624K |
| Centurion Wealth Management LLC | 0.15% | Reduce -13.2% | 5,122 | $624K |
| Pursue Wealth Partners LLC | 0.35% | Reduce -61.0% | 5,107 | $622K |
| JPL Wealth Management, LLC | 0.12% | Add +336.7% | 5,035 | $613K |
| Global Retirement Partners, LLC | 0.01% | — | 5,025 | $612K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -57.5% | 4,973 | $605K |
| Private Trust Co. NA | 0.05% | Reduce -4.6% | 4,927 | $600K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.5% | 4,901 | $597K |
| Trek Financial, LLC | 0.03% | Add +21.5% | 4,896 | $596K |
| Stonebridge Financial Group, LLC / MO | 0.39% | Add +8.5% | 4,856 | $591K |
| O'ROURKE & COMPANY, Inc | 0.20% | Reduce -19.8% | 4,823 | $587K |
| Modera Wealth Management, LLC | 0.01% | Add +6.8% | 4,805 | $585K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -59.3% | 4,791 | $583K |
| Cassilly Financial Group LLC | 0.41% | Reduce -43.9% | 4,683 | $570K |
| Sigma Planning Corp | 0.01% | Reduce -49.8% | 4,655 | $567K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -15.7% | 4,546 | $553K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.3% | 4,536 | $552K |
| Scotia Capital Inc. | 0.00% | Add +25.7% | 4,465 | $544K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 4,416 | $538K |
| OneAscent Financial Services LLC | 0.03% | Reduce -2.5% | 4,415 | $537K |
| Brookstone Capital Management | 0.01% | Reduce -30.2% | 4,401 | $536K |
| Pflug Koory, LLC | 0.21% | Add +0.0% | 4,400 | $536K |
| Panoramic Investment Advisors, LLC | 0.25% | Reduce -37.1% | 4,264 | $519K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -37.8% | 4,243 | $517K |
| Creative Planning | 0.00% | Add +0.1% | 4,190 | $510K |
| Wedbush Securities Inc. | 0.01% | Add +1.0% | 4,155 | $506K |
| Cerity Partners LLC | 0.00% | Reduce -47.5% | 4,118 | $501K |
| FORM Wealth Advisors, LLC | 0.05% | Add +0.3% | 4,099 | $499K |
| Wealthfront Advisers LLC | 0.00% | Add +2.1% | 4,076 | $496K |
| Compound Planning, Inc. | 0.01% | Add +1.7% | 4,028 | $490K |
| Ancora Advisors LLC | 0.01% | Add +463.0% | 3,941 | $480K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 3,920 | $477K |
| Transamerica Financial Advisors, LLC | 0.04% | Reduce -16.6% | 3,753 | $457K |
| Keebeck Wealth Management | 0.04% | Reduce -24.6% | 3,614 | $440K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 3,562 | $434K |
| 17 Capital Partners, LLC | 0.20% | Add +11.4% | 3,546 | $432K |
| Creekside Partners | 0.16% | Reduce -4.2% | 3,532 | $430K |
| Front Row Advisors LLC | 0.12% | Add +4.5% | 3,597 | $415K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -6.3% | 3,323 | $405K |
| Citizens Financial Group Inc. | 0.00% | Add +1.4% | 3,276 | $399K |
| Midwest Capital Advisors, LLC | 0.16% | Reduce -69.5% | 3,252 | $396K |
| Clark Asset Management, LLC | 0.03% | No change | 3,221 | $392K |
| Gotham Asset Management | 0.00% | Reduce -5.3% | 3,202 | $390K |
| Bank of Montreal | 0.00% | No change | 3,199 | $389K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 3,183 | $388K |
| Quadrant Private Wealth Management, LLC | 0.09% | Reduce -36.6% | 3,183 | $388K |
| Quest Investment Management LLC | 0.04% | Reduce -1.8% | 3,139 | $382K |
| Founders Financial Alliance, LLC | 0.05% | Add +508.1% | 3,138 | $382K |
| Centennial Advisors, LLC | 0.45% | Reduce -13.5% | 3,080 | $375K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -32.2% | 3,076 | $374K |
| Clear Creek Financial Management, LLC | 0.02% | Add +0.4% | 3,048 | $371K |
| GWN Securities Inc. | 0.06% | Add +48.0% | 3,045 | $371K |
| Stirlingshire Investments, Inc. | 0.27% | New | 3,040 | $370K |
| Harbour Investments, Inc. | 0.00% | Add +28.3% | 3,007 | $366K |
| Opus Financial Solutions LLC | 0.29% | New | 2,982 | $363K |
| Alterna Wealth Management, Inc. | 0.21% | Reduce -13.9% | 2,970 | $362K |
| City Center Advisors, LLC | 0.29% | Reduce -4.0% | 2,912 | $355K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -77.2% | 2,968 | $349K |
| Focus Partners Wealth | 0.00% | Reduce -65.7% | 2,841 | $346K |
| Brookwood Investment Group LLC | 0.04% | Add +1.5% | 2,832 | $345K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 2,787 | $339K |
| Sovereign Financial Group, Inc. | 0.05% | Add +8.3% | 2,780 | $338K |
| Moors & Cabot, Inc. | 0.01% | Add +28.7% | 2,778 | $338K |
| StoneX Group Inc. | 0.01% | Add +17.3% | 2,749 | $335K |
| Balboa Wealth Partners | 0.05% | Reduce -19.6% | 2,742 | $334K |
| Two Sigma Securities, LLC | 0.03% | New | 2,730 | $332K |
| Westco Advisory Services Inc. | 0.20% | Reduce -0.9% | 2,709 | $330K |
| Sowell Financial Services LLC | 0.01% | Reduce -3.3% | 2,703 | $329K |
| Bigelow Investment Advisors, LLC | 0.12% | Add +9.0% | 2,694 | $328K |
| &partners | 0.00% | Reduce -36.5% | 2,688 | $327K |
| Mariner, LLC | 0.00% | Reduce -94.5% | 2,661 | $324K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 2,621 | $319K |
| Elevated Financial Group LLC | 0.09% | Add +5.7% | 2,612 | $318K |
| Csenge Advisory Group | 0.01% | Reduce -13.0% | 2,600 | $317K |
| Prospera Financial Services Inc | 0.00% | Reduce -22.3% | 2,598 | $316K |
| Frisch Financial Group, Inc. | 0.05% | Add +1.1% | 2,582 | $314K |
| Blair William & Co. | 0.00% | Reduce -8.2% | 2,535 | $309K |
| Parallel Advisors, LLC | 0.00% | Add +5.3% | 2,428 | $296K |
| Golden State Wealth Management, LLC | 0.03% | Add +30.2% | 2,407 | $293K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -10.7% | 2,387 | $291K |
| McNaughton Wealth Management, LLC | 0.10% | Reduce -45.7% | 2,376 | $289K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 2,535 | $287K |
| Duncan Williams Asset Management, LLC | 0.06% | No change | 2,347 | $286K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +0.2% | 2,345 | $285K |
| Town Capital LLC | 0.18% | Reduce -38.0% | 2,295 | $279K |
| JB Capital LLC | 0.01% | Reduce -26.6% | 2,293 | $279K |
| Absolute Capital Management, LLC | 0.07% | Reduce -32.1% | 2,262 | $275K |
| BOS Asset Management, LLC | 0.06% | Reduce -50.0% | 2,233 | $272K |
| Sharkey, Howes & Javer | 0.03% | Reduce -57.3% | 2,217 | $270K |
| Traub Capital Management LLC | 0.24% | No change | 2,177 | $265K |
| Betterment LLC | 0.00% | New | 2,156 | $262K |
| One Wealth Map LLC | 0.12% | New | 2,375 | $260K |
| BCU Wealth Advisors, LLC | 0.09% | Reduce -19.3% | 2,123 | $258K |
| WealthShield Partners, LLC | 0.04% | Reduce -50.8% | 2,083 | $254K |
| Liberty Wealth Management LLC | 0.03% | No change | 2,387 | $243K |
| Able Wealth Management LLC | 0.06% | Reduce -57.1% | 1,994 | $243K |
| Plancorp, LLC | 0.01% | New | 2,076 | $242K |
| Liberty Atlantic Advisors LLC | 0.17% | Reduce -3.7% | 1,965 | $239K |
| Overbrook Management Corp | 0.04% | New | 1,963 | $239K |
| Integrity Alliance, Llc. | 0.01% | Reduce -83.0% | 1,961 | $239K |
| Element Wealth, LLC | 0.09% | New | 1,946 | $237K |
| American Trust | 0.02% | New | 1,944 | $237K |
| Towerpoint Wealth, LLC | 0.08% | New | 1,941 | $236K |
| Pictet North America Advisors SA | 0.02% | Reduce -72.1% | 1,934 | $235K |
| Ethos Financial Group, LLC | 0.02% | New | 2,121 | $233K |
| Pinion Investment Advisors, LLC | 0.04% | Reduce -86.1% | 1,898 | $231K |
| Blue Water Asset Management | 0.07% | New | 1,880 | $229K |
| Scarborough Advisors, LLC | 0.03% | Reduce -70.7% | 1,864 | $223K |
| RFG Advisory, LLC | 0.00% | Reduce -20.6% | 1,823 | $222K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,800 | $219K |
| Archer Investment Management, LLC | 0.07% | Reduce -66.7% | 1,797 | $219K |
| Belpointe Asset Management LLC | 0.01% | Reduce -30.8% | 1,783 | $217K |
| Houlihan Financial Resource Group, Ltd. | 0.08% | New | 1,775 | $216K |
| Firethorn Wealth Partners, LLC | 0.07% | Reduce -47.4% | 1,772 | $216K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -34.9% | 1,732 | $211K |
| BridgePort Financial Solutions, LLC | 0.05% | New | 1,711 | $208K |
| Latitude Advisors, LLC | 0.08% | Reduce -17.2% | 1,708 | $208K |
| Americana Partners, LLC | 0.00% | New | 1,666 | $203K |
| Objective Capital Management, LLC | 0.18% | New | 1,652 | $201K |
| Triad Wealth Partners, LLC | 0.01% | New | 1,742 | $200K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,642 | $200K |
| Dorato Capital Management | 0.13% | No change | 1,637 | $193K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,408 | $171K |
| US Bancorp \de | 0.00% | Reduce -1.6% | 1,362 | $166K |
| Phillips Financial Management, LLC | 0.01% | No change | 1,350 | $164K |
| Kingdom Financial Group LLC. | 0.04% | Reduce -3.7% | 1,191 | $145K |
| Continuum Advisory, LLC | 0.01% | New | 1,185 | $144K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +22.4% | 1,127 | $137K |
| Capital Analysts, LLC | 0.00% | Reduce -81.8% | 1,080 | $131K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -69.3% | 1,076 | $131K |
| Wells Fargo & Company | 0.00% | Reduce -79.0% | 1,056 | $129K |
| Tsfg, LLC | 0.01% | Reduce -71.5% | 970 | $118K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.3% | 944 | $115K |
| Mosley Wealth Management | 0.04% | Reduce -79.2% | 932 | $113K |
| Avion Wealth | 0.02% | New | 932 | $113K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 913 | $111K |
| IFG Advisory, LLC | 0.00% | Reduce -13.3% | 911 | $111K |
| TD Waterhouse Canada Inc. | 0.00% | Add +84.4% | 874 | $107K |
| Dunhill Financial, LLC | 0.02% | Reduce -11.2% | 852 | $104K |
| Lloyd Advisory Services, LLC. | 0.03% | Reduce -42.6% | 710 | $86K |
| Evolution Wealth Management Inc. | 0.05% | No change | 696 | $85K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -99.8% | 644 | $78K |
| Blue Trust, Inc. | 0.00% | Reduce -67.0% | 623 | $76K |
| Cape Investment Advisory, Inc. | 0.02% | New | 552 | $67K |
| Boreal Capital Management LLC | 0.05% | New | 500 | $61K |
| Synergy Investment Management, LLC | 0.01% | Reduce -91.4% | 479 | $58K |
| Vision Retirement, LLC | 0.01% | Reduce -4.1% | 447 | $54K |
| HM Payson & Co. | 0.00% | No change | 426 | $52K |
| EFG International AG | 0.00% | Reduce -31.4% | 337 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -14.8% | 283 | $34K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -80.5% | 270 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.2% | 257 | $31K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 255 | $31K |
| Stone House Investment Management, LLC | 0.00% | Reduce -91.0% | 232 | $28K |
| Mather Group, Llc. | 0.00% | Reduce -45.8% | 192 | $23K |
| Downshift Financial, LLC | 0.01% | New | 187 | $23K |
| Clearstead Trust, LLC | 0.00% | No change | 185 | $23K |
| Planning Strategies Inc. | 0.01% | — | 177 | $21K |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.5% | 162 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 155 | $19K |
| Rossby Financial, LCC | 0.00% | Reduce -35.6% | 148 | $18K |
| Retirement Wealth Solutions LLC | 0.01% | Add +23.4% | 132 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 125 | $15K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 125 | $15K |
| Larson Financial Group LLC | 0.00% | No change | 105 | $13K |
| Capital Advisor Network LLC | 0.02% | Reduce -58.2% | 102 | $12K |
| Fortis Group Advisors, LLC | 0.00% | No change | 102 | $12K |
| Aventura Private Wealth, LLC | 0.00% | No change | 100 | $12K |
| Bank of New Hampshire | 0.00% | No change | 93 | $11K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 86 | $10K |
| LifeSteps Financial, Inc. | 0.00% | New | 82 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 79 | $10K |
| Citigroup Inc. | 0.00% | Reduce -87.5% | 75 | $9K |
| Imprint Wealth LLC | 0.04% | Reduce -8.8% | 73 | $9K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | Reduce -84.6% | 72 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 70 | $9K |
| Networth Advisors, LLC | 0.00% | New | 67 | $8K |
| Signature Equity Partners, LLC | 0.00% | Add +7.0% | 61 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 46 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 46 | $6K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 41 | $5K |
| NBT Bank, N.A. | 0.00% | Reduce -93.7% | 39 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 38 | $5K |
| Clearstead Advisors, LLC | 0.00% | Reduce -36.4% | 35 | $4K |
| First Bancorp, Inc | 0.00% | New | 34 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 33 | $4K |
| Park Place Capital Corp | 0.00% | Reduce -34.1% | 29 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -73.0% | 27 | $3K |
| Key Capital Management, INC | 0.00% | Reduce -54.2% | 27 | $3K |
| Whittier Trust Co. | 0.00% | No change | 25 | $3K |
| Timbuktu Capital Management, LLC | 0.00% | — | 24 | $3K |
| Spire Wealth Management | 0.00% | Reduce -86.8% | 20 | $2K |
| Meramec Financial Planners, LLC | 0.00% | New | 21 | $2K |
| Compass Financial Management LLC | 0.00% | — | 15 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 13 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +62.5% | 13 | $2K |
| Islay Capital Management, LLC | 0.00% | New | 11 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -30.8% | 9 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -57.1% | 6 | $739 |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -54.5% | 5 | $609 |
| Jones Financial Companies LLLP | 0.00% | Reduce -69.2% | 4 | $475 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $366 |
| Advocate Investing Services LLC | 0.00% | New | 2 | $243 |
| International Assets Investment Management, LLC | 0.00% | No change | 2 | $239 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1 | $122 |
"% of holder's portfolio" is ICVT's weight in each manager's 13F, not the share of iShares Convertible Bond ETF the manager owns.