Skip to content
Disclosery

ICVT ISHARES TR

Follow

CONV BD ETF (fund)

403 managers (407 13F filers) reported a position in ICVT shares at 2026-03-31, 22,636,732 shares in all. 70 filers opened a position and 45 filers sold out during the quarter.

Managers
403
13F filers
407
New
70
Added
121
Reduced
178
Sold out
45
Shares held by filers
22,636,732

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Dynamic Advisor Solutions LLC5,393$549K0.02%-7,72113F-HRTimeline
Archer Investment Management, LLC5,388$548K0.23%+2,62513F-HRTimeline
McAdam, LLC5,343$544K0.02%+74013F-HRTimeline
PRIVATE TRUST CO NA5,165$544K0.05%-14413F-HRTimeline
LANE BROTHERS & CO INC5,315$541K0.39%+313F-HRTimeline
Valmark Advisers, Inc.5,239$533K0.01%+1,10813F-HRTimeline
Range Financial Group LLC5,201$529K0.18%-1,89713F-HRTimeline
Sharkey, Howes & Javer5,197$529K0.07%-3,15713F-HRTimeline
Quadrant Private Wealth Management, LLC5,024$511K0.08%-25313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,022$511K<0.01%+40213F-HR/ATimelineGroup
Acorn Wealth Advisors, LLC4,957$505K0.15%-2813F-HRTimeline
Focus Financial Network, Inc.4,922$501K0.02%-37313F-HRTimeline
Snowden Capital Advisors LLC4,841$493K0.01%-2213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,843$492K<0.01%-3,96913F-HRTimelineGroup
Keebeck Wealth Management4,792$488K0.05%+2,49713F-HRTimeline
Able Wealth Management LLC4,650$473K0.13%-3,40513F-HRTimeline
Shared Vision Wealth Group LLC4,534$462K0.19%-2,66013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,527$461K0.02%-4113F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,498$458K0.04%-55913F-HRTimelineGroup
Modera Wealth Management, LLC4,498$458K0.01%-4013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,489$457K0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO4,474$455K0.38%+1,54313F-HRTimeline
BOS Asset Management, LLC4,468$455K0.12%-4713F-HRTimeline
CALTON & ASSOCIATES, INC.4,464$454K0.07%+30213F-HRTimeline
Mosley Wealth Management4,485$449K0.2%+3813F-HRTimeline
Pflug Koory, LLC4,399$448K0.21%013F-HRTimeline
McNaughton Wealth Management, LLC4,378$446K0.18%-1,65613F-HRTimeline
MGO ONE SEVEN LLC4,373$445K0.01%+49313F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC4,369$445K0.07%+2,07513F-HRTimelineGroup
&PARTNERS4,233$431K<0.01%-3,69713F-HRTimeline
WealthShield Partners, LLC4,230$431K0.05%-3,95413F-HRTimeline
Creative Planningin group Creative Planning4,185$426K<0.01%+2,11013F-HRTimelineGroup
WEDBUSH SECURITIES INC4,115$419K0.01%-9013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC4,095$417K0.39%-3,85513F-HRTimeline
FORM Wealth Advisors, LLC4,086$416K0.05%+1013F-HRTimeline
Trek Financial, LLC4,031$410K0.02%-1,54613F-HRTimeline
Braun-Bostich & Associates Inc.4,012$408K0.26%-3813F-HRTimeline
Wealthfront Advisers LLC3,993$406K<0.01%+36813F-HRTimeline
Compound Planning, Inc.3,961$403K0.01%new13F-HRTimeline
PFG Advisors3,926$400K0.02%-4,74213F-HRTimeline
Town Capital LLC3,701$377K0.3%new13F-HRTimeline
Creekside Partners3,687$375K0.15%new13F-HRTimeline
Quarry LP3,630$369K0.07%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,624$369K0.03%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…3,562$363K0.01%-3413F-HRTimeline
Centennial Advisors, LLC3,560$362K0.46%new13F-HRTimeline
SCOTIA CAPITAL INC.3,553$362K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,546$361K<0.01%+1,22013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC3,502$356K0.09%-3,57113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…3,462$352K0.04%-4,44813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,450$351K0.27%-61813F-HRTimeline
WEALTH ALLIANCE, LLC3,448$351K0.03%+93313F-HRTimeline
Front Row Advisors LLC3,442$350K0.12%013F-HRTimeline
Balboa Wealth Partners3,412$347K0.06%new13F-HRTimeline
TSFG, LLC3,399$346K0.05%-53613F-HRTimeline
Gotham Asset Management, LLC3,383$344K<0.01%+8813F-HRTimeline
Strategic Financial Concepts, LLC3,370$343K0.08%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,367$343K0.13%+61713F-HRTimeline
Prospera Financial Services Inc3,344$340K0.01%+2313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,333$339K0.11%-69713F-HRTimeline
SigFig Wealth Management, LLC3,332$339K0.01%-3,06413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,231$329K<0.01%013F-HRTimelineGroup
Clark Asset Management, LLC3,221$328K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,199$326K<0.01%013F-HRTimelineGroup
QUEST INVESTMENT MANAGEMENT LLC3,196$325K0.04%+9213F-HRTimeline
17 CAPITAL PARTNERS, LLC3,184$324K0.17%+25413F-HRTimeline
Meridian Wealth Management, LLC3,181$324K0.01%+27513F-HRTimeline
JB Capital LLC3,126$318K0.01%-3,11013F-HRTimeline
HRT FINANCIAL LP3,060$311K<0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC3,036$309K0.02%new13F-HRTimeline
City Center Advisors, LLC3,035$309K0.29%+11413F-HRTimeline
Orion Porfolio Solutions, LLC3,029$308K<0.01%-5,92013F-HRTimeline
Csenge Advisory Group2,990$304K0.01%-8113F-HRTimeline
Brooklyn Investment Group2,988$304K0.01%+78513F-HRTimeline
Sowell Financial Services LLC2,796$285K0.01%-17313F-HRTimeline
Allworth Financial LP2,791$284K<0.01%-40713F-HRTimeline
Brookwood Investment Group LLC2,791$284K0.04%-18513F-HRTimeline
BLAIR WILLIAM & CO/IL2,762$281K<0.01%-19513F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV2,733$278K0.18%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.2,692$274K0.07%+35313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,675$272K0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,674$272K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,661$271K<0.01%-1,33113F-HRTimeline
BCU Wealth Advisors, LLC2,630$268K0.1%-16013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.2,624$267K0.03%013F-HRTimeline
World Investment Advisors2,619$267K<0.01%-1,58113F-HRTimeline
Belpointe Asset Management LLC2,577$262K0.01%013F-HRTimeline
Stone House Investment Management, LLC2,571$262K0.05%-2,44813F-HRTimeline
Sovereign Financial Group, Inc.2,568$261K0.05%+1113F-HRTimeline
Barnes Wealth Management Group, Inc2,568$261K0.13%-29713F-HRTimeline
Frisch Financial Group, Inc.2,553$260K0.05%new13F-HRTimeline
One Wealth Advisors, LLC2,551$260K0.03%-2,79913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…2,535$258K0.06%013F-HRTimeline
Regal Investment Advisors LLC2,523$257K0.01%-2,89213F-HRTimeline
Cypress Wealth Services, LLC2,502$255K0.04%-54313F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd2,472$252K0.02%013F-HRTimeline
Bigelow Investment Advisors, LLC2,472$252K0.1%-21613F-HRTimeline
Elevated Financial Group LLC2,471$252K0.08%-63513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,387$243K0.03%-2,32013F-HRTimeline
Keystone Financial Services2,383$243K0.07%-1,79113F-HRTimeline
Goldstein Advisors, LLC2,360$240K0.03%+12013F-HRTimeline
Duncan Williams Asset Management, LLC2,347$239K0.07%-1,64813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,344$239K<0.01%+8513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,343$238K0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC2,305$235K<0.01%+51513F-HR/ATimeline
RFG Advisory, LLC2,296$234K<0.01%-7213F-HRTimeline
Integrity Advisory Solutions, LLC2,225$226K0.03%+18413F-HRTimeline
Gateway Wealth Partners, LLC2,212$225K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,204$224K<0.01%new13F-HRTimelineGroup
Invst, LLC2,188$223K0.03%-3,10213F-HRTimeline
Traub Capital Management LLC2,177$222K0.22%013F-HRTimeline
Moors & Cabot, Inc.2,158$220K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,071$211K0.01%new13F-HRTimeline
Latitude Advisors, LLC2,063$210K0.1%-15213F-HRTimeline
True Vision MN LLC2,061$210K0.11%-2,10613F-HRTimeline
GWN SECURITIES INC.2,057$209K0.04%new13F-HRTimeline
Liberty Atlantic Advisors LLC2,040$208K0.18%-1313F-HRTimeline
Blue Trust, Inc.1,885$192K<0.01%-3,34113F-HRTimeline
Golden State Wealth Management, LLC1,849$188K0.02%+46613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,800$183K0.01%013F-HRTimeline
Dorato Capital Management1,637$176K0.13%-21613F-HRTimeline
CENTAURUS FINANCIAL, INC.1,503$153K0.01%-38013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,384$141K<0.01%-16,07213F-HRTimelineGroup
Gen-Wealth Partners Inc1,382$141K0.04%-1,88713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,350$137K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1,237$126K0.04%+1,17213F-HRTimeline
Kingdom Financial Group LLC.1,237$126K0.04%+58613F-HRTimeline
HBW ADVISORY SERVICES LLC1,200$122K0.01%new13F-HRTimeline
JPL Wealth Management, LLC1,153$117K0.03%new13F-HR/ATimeline
Aptus Capital Advisors, LLC1,102$112K<0.01%-1413F-HRTimeline
Root Financial Partners, LLC1,093$111K0.01%+1,08013F-HRTimeline
IFG Advisory, LLC1,051$107K0.31%new13F-HRTimeline
Dunhill Financial, LLC959$97.7K0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.941$96K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
O'SHAUGHNESSY ASSET MANAGEMENT, LLC921$93.7K<0.01%+1113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC911$92.7K0.03%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC700$71.3K<0.01%-1413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.696$70.8K0.05%-713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS634$64.5K<0.01%-4,10413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.621$63.2K<0.01%+52213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC609$62K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC607$61.8K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC601$61.2K<0.01%-1,43013F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC569$57.9K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC516$52.5K0.01%+113F-HRTimeline
EFG International AGin group EFG International AG491$50K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.474$48.5K<0.01%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.468$47.6K0.05%-24413F-HRTimeline
Vision Retirement, LLC466$47.4K0.01%-37413F-HRTimeline
HM PAYSON & CO426$43.4K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC416$42.3K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.383$39K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC375$38.6K<0.01%013F-HRTimeline
MATHER GROUP, LLC.354$36K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc332$33.8K<0.01%-913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…280$28.5K<0.01%-4213F-HR/ATimelineGroup
Opal Wealth Advisors, LLC276$28.1K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.255$26K<0.01%013F-HRTimeline
Capital Advisor Network LLC244$24.8K0.03%13F-HR/ATimeline
Rossby Financial, LCC230$23.6K<0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC199$20.2K0.01%new13F-HRTimeline
Clearstead Trust, LLC185$18.8K<0.01%013F-HRTimeline
GeoWealth Management, LLC164$16.7K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…155$15.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management151$15.4K<0.01%-15913F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.125$12.7K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC107$10.9K0.01%-11313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…106$10.8K0.01%013F-HRTimelineGroup
Larson Financial Group LLC105$10.7K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC102$10.4K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC100$10.2K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC100$10.2K<0.01%new13F-HRTimeline
Bank of New Hampshire93$9.47K<0.01%+6013F-HRTimeline
Keating Financial Advisory Services, In…86$8.75K<0.01%-313F-HRTimeline
Manchester Capital Management LLC81$8.24K<0.01%013F-HRTimeline
Imprint Wealth LLC80$8.14K0.04%-4813F-HRTimeline
MAI Capital Management73$7.43K<0.01%-2513F-HRTimeline
Geneos Wealth Management Inc.70$7.12K<0.01%-713F-HRTimeline
POM Investment Strategies, LLC59$6.01K0.01%new13F-HRTimeline
Key Capital Management, INC59$6.01K<0.01%+1313F-HRTimeline
Signature Equity Partners, LLC57$5.82K<0.01%+3713F-HRTimeline
Clearstead Advisors, LLC55$5.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.50$5.09K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC46$4.68K<0.01%new13F-HR/ATimeline
Strategic Wealth Partners, Ltd.46$4.68K<0.01%013F-HRTimeline
Park Place Capital Corp44$4.48K<0.01%-3413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …41$4.25K<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC28$2.85K<0.01%013F-HRTimeline
WHITTIER TRUST CO25$2.6K<0.01%-3013F-HRTimeline
Financial Freedom, LLC22$2.24K<0.01%new13F-HRTimeline
SWAN Capital LLC21$2.14K<0.01%new13F-HRTimeline
Burk Holdings LLC18$1.83K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI15$1.53K<0.01%-1513F-HRTimeline
Raleigh Capital Management Inc.14$1.47K<0.01%+513F-HRTimeline
LANARK FINANCIAL, INC.13$1.32K<0.01%-1513F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC13$1.32K<0.01%-1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13$1.31K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.11$1.12K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC8$814<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$408<0.01%-413F-HRTimeline