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Disclosery

ICVT ISHARES TR

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CONV BD ETF (fund)

352 managers (355 13F filers) reported a position in ICVT shares at 2025-03-31, 19,955,734 shares in all. 40 filers opened a position and 32 filers sold out during the quarter.

Managers
352
13F filers
355
New
40
Added
167
Reduced
101
Sold out
32
Shares held by filers
19,955,734

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,706,223$226M0.02%+252,10613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,675,124$140M+23,070Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,252,000$105M0.02%+334,10013F-HR/ATimelineGroup
LPL Financial LLC948,047$79.3M0.03%+2,70713F-HRTimeline
AMG National Trust Bank488,995$40.9M1.15%+9,17313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.456,220$38.1M<0.01%+28,65513F-HRTimelineGroup
Advisory Alpha, LLC444,378$37.1M1.26%+1,04013F-HR/ATimeline
GREENLEAF TRUST443,129$37.1M0.34%+12,71713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…439,951$36.8M0.37%-52,67913F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC417,681$34.9M6.55%-59013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY375,627$31.4M<0.01%+12,87013F-HRTimelineGroup
Howard Capital Management, LLC338,606$28.3M0.71%+70613F-HRTimeline
Prestige Wealth Management Group LLC318,815$26.7M5.7%+4,55413F-HR/ATimeline
Baker Avenue Asset Management, LP315,977$26.4M0.83%+42,73313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO280,773$23.5M<0.01%-21,30113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.276,400$23.1M0.01%013F-HRTimeline
Pictet North America Advisors SA255,794$21.4M2.14%+26,49413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\248,000$20.7M0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC225,798$18.9M0.08%+3,59713F-HRTimelineGroup
Tradewinds Capital Management, LLC207,791$17.4M4.66%+20013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC205,632$17.2M<0.01%+18,49813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.205,311$17.2M0.04%+124,35213F-HRTimelineGroup
Cetera Investment Advisers203,737$17M0.03%-27,79413F-HRTimeline
BlueStem Wealth Partners, LLC198,516$16.6M2.26%+165,82513F-HRTimeline
OneDigital Investment Advisors LLC183,228$15.3M0.18%+2,33113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD174,636$14.6M0.04%013F-HRTimelineGroup
CacheTech Inc.174,968$14.4M2.81%-3,79013F-HRTimeline
Adams Wealth Management172,416$14.4M2.83%-3,96213F-HRTimeline
Certified Advisory Corp165,636$13.8M1.57%-2,45813F-HRTimeline
Cornerstone Planning Group LLC164,936$13.7M3.28%+1,17513F-HRTimeline
TME FINANCIAL, INC.157,641$13.2M11.45%+14,90513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC155,237$13M0.75%+7,52213F-HRTimeline
360 Financial, Inc.146,217$12.2M4.45%+4,85013F-HRTimeline
Onyx Bridge Wealth Group LLC135,012$11.3M1.62%+44,81813F-HRTimeline
MML INVESTORS SERVICES, LLC133,840$11.2M0.04%+2,01913F-HRTimeline
Insight Wealth Strategies, LLC128,760$10.8M1.45%+1,48313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…119,923$10.5M0.02%013F-HR/ATimelineGroup
AIRE ADVISORS, LLC121,140$10.1M2.13%+1,86113F-HRTimeline
1832 Asset Management L.P.120,693$10.1M0.02%-542,66513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC120,352$10.1M0.09%+6,33113F-HRTimelineGroup
Hilltop Partners LLC114,737$9.59M3.24%+23,62013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP105,415$8.81M0.01%+6,14613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,793$8.34M<0.01%+5613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding95,021$7.94M+12,406Timeline
ASSETMARK, INCin group ASSETMARK, INC94,347$7.89M0.02%-165,02413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV92,830$7.76M0.02%-19,44013F-HRTimeline
Foundations Investment Advisors, LLC91,597$7.66M0.14%+14,84313F-HRTimeline
NewEdge Advisors, LLC91,236$7.63M0.05%+7,88613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,120$6.7M0.08%+1,82313F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …80,059$6.69M1.46%13F-HRTimelineGroup
Systelligence, LLC79,328$6.63M1.59%new13F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC77,854$6.51M0.51%-3,50413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…75,835$6.34M0.05%-2,22613F-HRTimelineGroup
Elequin Capital, LP74,362$6.22M1.17%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp68,877$5.76M<0.01%+3,38113F-HRTimelineGroup
Cambridge Investment Research Advisors,…67,499$5.64M0.02%+5,05013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,921$5.6M0.01%-3,84713F-HRTimeline
Mariner, LLCin group Mariner, LLC66,397$5.55M0.01%+40,76013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…65,385$5.47M0.22%new13F-HRTimelineGroup
Mascagni Wealth Management, Inc.64,392$5.38M5.36%013F-HR/ATimeline
Centerline Wealth Advisors, LLC63,808$5.33M3.18%-1,03013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,066$5.19M0.01%-40,34713F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,291$5.12M0.05%+3,49213F-HRTimelineGroup
HighTower Advisors, LLC59,593$4.98M0.01%+5,61813F-HRTimeline
Sanctuary Advisors, LLC59,206$4.95M0.03%+36713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC58,213$4.87M0.15%+2,59513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,768$4.58M<0.01%-2,36313F-HR/ATimelineGroup
Janney Montgomery Scott LLC53,959$4.51M0.01%-2,37013F-HRTimeline
Dynamic Advisor Solutions LLC51,943$4.34M0.14%-2,23713F-HRTimeline
IHT Wealth Management, LLC51,287$4.29M0.13%+38513F-HRTimeline
Baron Financial Group, LLC49,071$4.1M2.58%+25313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.48,113$4.02M2.03%+85713F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV47,949$4.01M2.83%-8,52413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,232$3.78M0.01%+1,77413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/43,500$3.64M<0.01%new13F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC42,012$3.51M1.96%+1,30813F-HR/ATimeline
Central Pacific Bank - Trust Division40,401$3.38M0.47%-36513F-HRTimeline
Armor Investment Advisors, LLC38,500$3.22M1.33%new13F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC37,677$3.15M1.31%+14713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding37,436$3.13M-11,874Timeline
Florin Court Capital LLP36,708$3.07M3.18%-17,80013F-HRTimeline
CW Advisors, LLC35,504$2.97M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,410$2.71M<0.01%+7,63013F-HRTimeline
FFG RETIREMENT ADVISORS LLC31,993$2.67M1.82%+29,34213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC31,411$2.63M0.11%+19,66113F-HRTimelineGroup
SteelPeak Wealth, LLC31,270$2.61M0.11%+3,83113F-HRTimeline
B. Riley Wealth Advisors, Inc.29,288$2.45M0.07%+1,23413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…28,538$2.4M0.01%+3,23413F-HRTimelineGroup
Atria Investments, Inc27,590$2.31M0.03%+2,46513F-HRTimeline
Clark Capital Management Group, Inc.27,295$2.28M0.02%-39413F-HRTimeline
Merit Financial Group, LLC25,737$2.15M0.03%+21,43913F-HRTimeline
TSA Wealth Managment LLC25,024$2.09M0.83%+44213F-HRTimeline
CFS Investment Advisory Services, LLC24,995$2.09M0.19%+5713F-HRTimeline
IFP Advisors, Inc24,834$2.08M0.06%+20,41913F-HRTimeline
Modern Wealth Management, LLC24,253$2.03M0.06%-413F-HR/ATimeline
Dynasty Wealth Management, LLC24,228$2.03M0.03%+7,75613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS22,803$1.91M<0.01%new13F-HRTimelineGroup
Provident Wealth Management, LLC22,802$1.91M0.66%-1,79213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC22,437$1.88M0.34%-9,10113F-HRTimeline
Atria Wealth Solutions, Inc.22,421$1.87M0.02%-5,38913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,062$1.76M<0.01%-21613F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC20,816$1.74M1.06%013F-HRTimeline
Horst & Graben Wealth Management LLC20,219$1.69M0.3%+8013F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,679$1.65M0.07%+2,64813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,627$1.64M0.02%-3,15013F-HRTimelineGroup
Private Advisor Group, LLC19,390$1.62M0.01%-14,32513F-HRTimeline
SWP FINANCIAL LLC19,093$1.6M0.98%+78113F-HRTimeline
J.W. COLE ADVISORS, INC.18,438$1.54M0.05%+1,41513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC18,259$1.53M0.04%+6,35513F-HRTimeline
Triad Wealth Partners, LLC18,117$1.51M0.47%+3,75213F-HRTimeline
D.A. DAVIDSON & CO.18,084$1.51M0.01%-1,14513F-HRTimeline
Tidemark, LLC17,937$1.5M0.55%+6,91313F-HRTimeline
Perissos Private Wealth Management, LLC17,722$1.48M1.35%-19813F-HRTimeline
Perigon Wealth Management, LLC17,643$1.48M0.04%+2,23013F-HRTimeline
Overbrook Management Corp17,614$1.47M0.35%-5,75713F-HRTimeline
Strategic Blueprint, LLC16,941$1.42M0.08%+2,81113F-HRTimeline
Midwest Capital Advisors, LLC15,095$1.26M0.77%+4,54213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC15,016$1.26M0.24%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,900$1.25M<0.01%-14,30013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,500$1.21M<0.01%-32,80313F-HRTimeline
Advus Financial Partners, LLC14,004$1.17M0.5%+2,19113F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,871$1.16M0.09%+3,05313F-HRTimeline
BANQUE PICTET & CIE SA13,759$1.15M0.01%+2,79613F-HRTimeline
Plan Group Financial, LLC13,565$1.13M0.4%+11,10913F-HRTimeline
Kelly Financial Services LLC12,710$1.06M0.37%+6413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,183$1.04M0.02%+4613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …12,165$1.02M0.08%-1,14413F-HRTimeline
PFG Advisors12,117$1.01M0.06%-12013F-HRTimeline
AE Wealth Management LLC11,901$995K0.01%-46,54213F-HRTimeline
Herold Advisors, Inc.11,870$992K0.22%013F-HRTimeline
Archer Investment Corp11,688$977K0.25%013F-HRTimeline
Blue Trust, Inc.11,639$973K0.01%+25413F-HRTimeline
Key Financial Inc11,639$973K0.21%013F-HRTimeline
GeoWealth Management, LLC11,567$967K0.04%+11,02013F-HRTimeline
Global Financial Private Client, LLC11,411$954K0.36%-39313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,362$950K0.01%-22013F-HRTimeline
Keystone Wealth Services, LLC11,322$947K0.26%-90313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,321$947K0.01%+1,47113F-HRTimelineGroup
Quad-Cities Investment Group, LLC11,265$942K0.46%+2913F-HRTimeline
Outlook Wealth Advisors, LLC11,258$941K0.26%-10813F-HRTimeline
Windsor Capital Management, LLC11,254$941K0.29%+4513F-HRTimeline
GRIES FINANCIAL LLC11,208$937K0.18%+9513F-HRTimeline
Austin Private Wealth, LLC11,119$930K0.08%+2,18513F-HRTimeline
Greykasell Wealth Strategies, Inc.10,895$911K0.49%+21413F-HRTimeline
Farther Finance Advisors, LLC10,849$908K0.02%+13013F-HRTimeline
Stokes Family Office, LLC10,834$906K0.1%+1,68613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,796$903K<0.01%+43513F-HRTimelineGroup
Centurion Wealth Management LLC10,569$898K0.28%013F-HRTimeline
CROBAN10,250$857K0.79%+57513F-HRTimeline
EWA, LLC9,909$828K0.31%+3,80413F-HRTimeline
Bay Harbor Wealth Management, LLC9,772$817K0.26%+37713F-HRTimeline
CoreCap Advisors, LLC9,659$808K0.04%+30113F-HRTimeline
United Advisor Group, LLC9,522$796K0.16%+76813F-HRTimeline
Millington Financial Advisors, LLC9,835$794K0.49%+95713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC9,475$791K0.01%-7,77213F-HRTimelineGroup
Advisors Asset Management, Inc.9,413$787K0.01%+65513F-HR/ATimeline
Scarborough Advisors, LLC9,109$762K0.11%+1,77413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,736$730K0.16%+1,74413F-HRTimeline
Simplicity Wealth,LLC8,377$700K0.05%new13F-HRTimeline
SigFig Wealth Management, LLC8,309$698K0.03%+15413F-HRTimeline
Shared Vision Wealth Group LLC8,336$697K0.38%+7313F-HRTimeline
Advisory Services Network, LLC8,330$697K0.01%-1713F-HRTimeline
Atlatl Advisers LLC8,278$692K0.45%013F-HRTimeline
Copperleaf Capital, LLC8,240$689K0.41%+1,01613F-HRTimeline
Coppell Advisory Solutions LLC13,588$689K0.1%+13,43213F-HRTimeline
WealthShield Partners, LLC8,099$677K0.09%+40613F-HRTimeline
Invst, LLC7,971$666K0.09%-2,27313F-HRTimeline
Savvy Advisors, Inc.7,962$666K0.07%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,931$663K<0.01%new13F-HR/ATimelineGroup
Stone House Investment Management, LLC7,894$660K0.13%+2,87313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,852$657K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp7,522$629K0.02%+78113F-HRTimeline
LPWM LLC7,398$619K0.2%-65413F-HRTimeline
Security Financial Services, INC.7,375$617K0.12%+3813F-HRTimeline
Ridgewood Investments LLC7,242$606K0.28%+44213F-HRTimeline
Ashton Thomas Private Wealth, LLC7,159$599K0.02%+1,64313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,133$596K<0.01%+913F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …7,101$594K0.04%-1,68513F-HRTimelineGroup
JB Capital LLC6,989$584K0.03%-40313F-HRTimeline
Synergy Investment Management, LLC6,989$584K0.24%+36113F-HRTimeline
Aletheian Wealth Advisors LLC6,966$582K0.33%+1,10613F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC6,943$581K0.08%new13F-HRTimelineGroup
McNaughton Wealth Management, LLC6,905$577K0.28%new13F-HRTimeline
Comprehensive Money Management Services…6,837$572K0.46%013F-HRTimeline
Independent Wealth Network Inc.6,785$567K0.23%-13713F-HRTimeline
BCGM Wealth Management, LLC6,687$559K0.17%+8913F-HRTimeline
O'ROURKE & COMPANY, Inc6,279$525K0.26%+1,45613F-HRTimeline
Sharkey, Howes & Javer6,201$518K0.07%+57713F-HRTimeline
Independence Financial Advisors, LLC6,173$516K0.2%13F-HRTimeline
High Falls Advisors, Inc6,171$516K0.12%+55013F-HRTimeline
Sovran Advisors, LLC6,305$515K0.07%+3,53413F-HRTimeline
COMERICA BANK6,060$507K<0.01%-1,72113F-HRTimeline
Keystone Financial Services6,060$507K0.19%+2,83413F-HRTimeline
Pettinga Financial Advisors LLC5,890$492K0.12%+1,30213F-HRTimeline
Scissortail Wealth Management, LLC5,822$487K0.13%-1,46913F-HRTimeline
True Vision MN LLC5,619$470K0.28%-6713F-HRTimeline
Cyndeo Wealth Partners, LLC5,616$470K0.03%+1,19513F-HRTimeline
Modera Wealth Management, LLC5,591$467K0.01%-10613F-HRTimeline
BOS Asset Management, LLC5,542$463K0.16%+35113F-HRTimeline
One Wealth Advisors, LLC5,530$462K0.07%+36313F-HRTimeline