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Disclosery

ICVT ISHARES TR

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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
Provida Pension Fund Administrator3,956,420$403M6.77%+1,990,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,361,647$240M0.02%-49,25313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,152,211$117M-472,898Timeline
LPL Financial LLC925,628$94.2M0.03%-109,45513F-HRTimeline
1832 Asset Management L.P.857,160$87.3M0.12%+394,52513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC850,780$86.6M0.09%+713,07013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC679,465$69.2M0.01%-257,43513F-HRTimelineGroup
AMG National Trust Bank565,061$57.5M1.25%+39,01613F-HRTimeline
GREENLEAF TRUST448,320$45.6M0.45%-2,82613F-HRTimeline
Ocean Park Asset Management, LLC420,200$42.8M2.47%new13F-HR/ATimeline
Advisory Alpha, LLC415,222$42.3M1.16%-23,17513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC346,875$35.5M0.01%-33,50713F-HR/ATimelineGroup
Baker Avenue Asset Management, LP336,416$34.2M0.78%+22613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY334,070$34M<0.01%-7,55413F-HRTimelineGroup
Prestige Wealth Management Group LLC297,589$30.3M5.95%+2,57013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…296,371$30.2M0.26%+20,01013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO267,439$26.5M<0.01%+11,18013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.250,651$25.5M<0.01%-99,97713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC227,482$23.2M0.06%-74,60413F-HRTimeline
Tradewinds Capital Management, LLC209,661$21.3M4.24%+19,99513F-HRTimeline
ALLIANCEBERNSTEIN L.P.210,452$20.7M0.01%-14,32513F-HRTimeline
Cornerstone Planning Group LLC178,460$20.7M2.76%+8,48013F-HRTimeline
Certified Advisory Corp179,873$18.3M1.64%+4,32213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC170,440$17.3M0.04%-7,88613F-HRTimelineGroup
CWM, LLCin group CWM, LLC164,247$16.7M0.04%-2,37113F-HRTimelineGroup
BlueStem Wealth Partners, LLC161,206$16.4M1.82%+42,63513F-HRTimeline
TME FINANCIAL, INC.160,656$16.4M11.33%+49,05913F-HRTimeline
Cetera Investment Advisers156,337$15.9M0.02%-83,04913F-HRTimeline
Systelligence, LLC150,096$15.3M2.97%-69,68113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC149,672$15.2M0.81%-97613F-HRTimeline
CacheTech Inc.141,110$14.4M2.77%+1,60213F-HRTimeline
OneDigital Investment Advisors LLC135,155$13.8M0.13%-2,11513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC133,848$13.6M0.11%+5,26913F-HRTimelineGroup
Adams Wealth Management132,569$13.5M2.96%+57113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC132,483$13.5M<0.01%+29,21113F-HRTimelineGroup
AIRE ADVISORS, LLC126,721$12.9M2.36%+1,94913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…125,921$12.8M0.02%+49,14413F-HRTimelineGroup
Independence Financial Advisors, LLC124,181$12.6M3.79%+87513F-HRTimeline
Onyx Bridge Wealth Group LLC118,285$12M1.29%+35,31813F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC114,065$11.6M0.8%+39,81213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD110,269$11.2M0.03%-2,58013F-HRTimelineGroup
Advance Capital Management, Inc.109,915$11.2M0.42%-4,87813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,553$9.62M0.01%-16,21713F-HRTimelineGroup
Hilltop Partners LLC93,308$9.5M2.44%+1,55413F-HRTimeline
UBS Group AGgroup of 2 filers holding90,391$9.2M-2,631Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …88,465$9M1.6%+2,53913F-HRTimelineGroup
360 Financial, Inc.81,831$8.33M2.51%+96513F-HRTimeline
Mascagni Wealth Management, Inc.81,241$8.27M5.89%+6,89113F-HRTimeline
MCMORGAN & CO LLC79,171$8.06M1.3%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,727$7.81M0.01%-30,15713F-HRTimelineGroup
Foundations Investment Advisors, LLC74,493$7.58M0.09%+9,84813F-HRTimeline
Cambridge Investment Research Advisors,…70,602$7.19M0.02%+48913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.72,185$7.11M0.05%+4,11413F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE65,700$6.69M0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC65,325$6.65M0.15%+4,07813F-HRTimeline
NewEdge Advisors, LLC65,210$6.64M0.02%-23,41613F-HR/ATimeline
B. Riley Wealth Advisors, Inc.64,947$6.44M0.42%+12,86613F-HRTimeline
Hershey Financial Advisers, LLC63,082$6.42M5.55%new13F-HRTimeline
OpenArc Corporate Advisory, LLC62,233$6.33M0.09%-65,93713F-HRTimeline
Central Pacific Bank - Trust Division60,985$6.21M0.79%+19,07613F-HRTimeline
Plan Group Financial, LLC60,956$6.2M1.46%+3,64713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,385$5.84M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC57,191$5.82M0.01%-1,79213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC52,391$5.33M1.44%+3,90713F-HRTimeline
Baron Financial Group, LLC49,763$5.07M2.73%+4313F-HRTimeline
Mariner, LLCin group Mariner, LLC48,660$4.95M0.01%+2,78513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,570$4.94M<0.01%+17,71313F-HRTimelineGroup
Merit Financial Group, LLC48,071$4.89M0.04%-6,06713F-HRTimeline
Cambria Investment Management, L.P.45,905$4.67M0.26%+1,31113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.43,390$4.42M1.76%-3,02613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,156$4.39M<0.01%-3,37913F-HRTimelineGroup
Sanctuary Advisors, LLC42,950$4.37M0.02%-8,56413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC41,393$4.21M1.86%-35713F-HRTimeline
Savvy Advisors, Inc.40,067$4.08M0.11%+25,45013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,661$4.04M<0.01%-31,63513F-HRTimelineGroup
AE Wealth Management LLC38,915$3.96M0.02%+12,57513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding38,615$3.93M-50,240Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,277$3.87M0.01%-27,14413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…34,514$3.51M0.01%+4,65913F-HR/ATimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding31,236$3.47M-27,635Timeline
Alliance Wealth Advisors, LLC /UT33,332$3.39M0.73%+13,39213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,606$3.32M0.08%-10,00413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC31,843$3.24M0.03%-32,02213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,844$3.24M0.02%-29,94413F-HRTimelineGroup
Arax Advisory Partners30,711$3.13M0.09%+28,23613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,648$3.12M<0.01%-55,53713F-HRTimeline
IFP Advisors, Inc30,501$3.1M0.06%+20713F-HRTimeline
J.W. COLE ADVISORS, INC.29,545$3.01M0.1%+7,56513F-HRTimeline
Spectrum Planning & Advisory Services I…27,710$2.82M1.4%-1,41713F-HRTimeline
Clark Capital Management Group, Inc.27,287$2.78M0.02%+1,13613F-HRTimeline
Compagnie Lombard Odier SCmA26,615$2.71M0.03%+25,05513F-HRTimeline
Janney Montgomery Scott LLC26,057$2.65M0.01%-20,06713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,348$2.38M0.08%-7,46813F-HRTimelineGroup
Yorktown Management & Research Co Inc23,000$2.34M1.96%-4,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,499$2.29M<0.01%-7,15513F-HRTimeline
Cordoba Advisory Partners LLC22,417$2.28M0.63%+11,72913F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV21,453$2.18M1.36%-43,65113F-HRTimeline
Provident Wealth Management, LLC21,446$2.18M0.66%-21113F-HRTimeline
Private Advisor Group, LLC20,652$2.1M0.01%-34513F-HRTimeline
Farther Finance Advisors, LLC20,302$2.09M0.02%+4,49613F-HRTimeline
Quartz Partners, LLC20,502$2.09M0.81%+12013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,682$2.06M<0.01%-16,74913F-HRTimelineGroup
D.A. DAVIDSON & CO.19,992$2.03M0.01%-47613F-HRTimeline
Florin Court Capital LLP19,527$1.99M7.5%-22,20013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC19,358$1.97M0.01%+13,40913F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC17,910$1.82M0.14%new13F-HRTimeline
Sovran Advisors, LLC14,899$1.68M0.13%-1,10913F-HRTimeline
TSA Wealth Managment LLC15,719$1.6M0.52%-5,07313F-HRTimeline
SOFI WEALTH, LLC15,308$1.56M0.08%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC15,010$1.53M0.19%-613F-HRTimeline
Perigon Wealth Management, LLC14,989$1.53M0.03%-1,62413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,894$1.52M0.02%-1,64113F-HRTimelineGroup
Arkadios Wealth Advisors14,849$1.51M0.02%+45113F-HRTimeline
Outlook Wealth Advisors, LLC14,549$1.48M0.36%-20513F-HRTimeline
Scissortail Wealth Management, LLC14,540$1.48M0.3%+9,70013F-HRTimeline
CFS Investment Advisory Services, LLC13,019$1.46M0.1%-4,47113F-HRTimeline
Pinion Investment Advisors, LLC13,689$1.39M0.33%new13F-HRTimeline
Keystone Wealth Services, LLC13,638$1.39M0.3%+5213F-HRTimeline
Strategic Blueprint, LLC13,367$1.36M0.08%-93813F-HRTimeline
Global Financial Private Client, LLC13,308$1.35M0.44%+2,54013F-HRTimeline
Elevation Capital Advisory, LLC13,114$1.33M0.57%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC13,107$1.33M0.8%013F-HRTimeline
Stokes Family Office, LLC12,998$1.32M0.14%-1,66713F-HRTimeline
FFG RETIREMENT ADVISORS LLC12,692$1.29M0.75%-10,12713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,643$1.29M0.08%+1,21113F-HRTimeline
Integrated Wealth Concepts LLC12,627$1.29M0.01%+2,75613F-HRTimeline
Tidemark, LLC12,497$1.27M0.32%-3,38513F-HRTimeline
Horst & Graben Wealth Management LLC11,278$1.26M0.17%-5,60813F-HRTimeline
Windsor Capital Management, LLC12,364$1.26M0.35%+29113F-HRTimeline
Quad-Cities Investment Group, LLC12,014$1.22M0.49%+13013F-HRTimeline
Ridgewood Investments LLC12,012$1.22M0.5%13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.12,246$1.2M0.05%+12,14613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …11,759$1.2M0.07%-4,39413F-HRTimeline
SteelPeak Wealth, LLC11,716$1.19M0.04%-15,71513F-HRTimeline
Archer Investment Corp11,688$1.19M0.25%013F-HRTimeline
WCG Wealth Advisors LLC11,664$1.19M0.03%-1713F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,567$1.18M0.04%+1,05213F-HRTimeline
Key Financial Inc11,328$1.15M0.21%-49213F-HRTimeline
Armor Investment Advisors, LLC11,005$1.12M0.4%-13713F-HRTimeline
Greykasell Wealth Strategies, Inc.10,906$1.11M0.45%+213F-HRTimeline
Centerline Wealth Advisors, LLC10,834$1.1M0.4%-10,43113F-HRTimeline
Midwest Capital Advisors, LLC10,651$1.08M0.51%-3,92413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,617$1.08M+2,341Timeline
Van Hulzen Asset Management, LLC10,290$1.05M0.08%+55713F-HRTimeline
Herold Advisors, Inc.10,225$1.04M0.23%-99013F-HRTimeline
SWP FINANCIAL LLC10,165$1.03M0.53%-7,89313F-HRTimeline
NorthRock Partners, LLC10,110$1.03M0.02%-3,32113F-HRTimeline
Ashton Thomas Private Wealth, LLC10,030$1.02M0.02%-3,48413F-HRTimeline
Millington Financial Advisors, LLC9,068$1.02M0.43%+4213F-HRTimeline
Revisor Wealth Management LLC9,957$1.01M0.28%+3,50013F-HRTimeline
United Advisor Group, LLC9,936$1.01M0.13%+94313F-HRTimeline
Advus Financial Partners, LLC9,882$1.01M0.38%-10613F-HR/ATimeline
Comprehensive Wealth Management, LLC9,872$1M0.51%-1,21313F-HRTimeline
Cadent Capital Advisors, LLC9,545$972K0.26%new13F-HRTimeline
Independent Advisor Alliance9,297$946K0.01%new13F-HRTimeline
Advisors Asset Management, Inc.9,269$943K0.02%+413F-HRTimeline
Sigma Planning Corp9,267$943K0.03%+1,27013F-HRTimeline
Hennion & Walsh Asset Management, Inc.9,166$933K0.03%+2,38613F-HRTimeline
Atria Investments, Inc9,010$917K0.01%-8,51313F-HRTimeline
Kovack Advisors, Inc.8,588$874K0.05%-1,61113F-HRTimeline
Tennessee Valley Asset Management Partn…8,519$867K0.11%new13F-HRTimeline
Cassilly Financial Group LLC8,352$850K0.74%-1513F-HRTimeline
SEEDS INVESTOR LLC7,686$844K0.11%new13F-HRTimeline
GUIDANCE CAPITAL, INC7,149$829K0.19%new13F-HRTimeline
Pettinga Financial Advisors LLC8,117$826K0.16%-5,68013F-HRTimeline
Entelevest, LLC7,951$809K0.83%+1,87013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,840$798K<0.01%+4,46313F-HRTimelineGroup
CoreCap Advisors, LLC7,722$786K0.03%-37513F-HRTimeline
Advisory Services Network, LLC7,719$786K0.01%-1,19013F-HRTimeline
EWA, LLC7,664$780K0.18%-2,21313F-HRTimeline
Kelly Financial Services LLC7,529$766K0.19%-2,66413F-HRTimeline
Atlatl Advisers LLC7,491$763K0.57%-86713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,152$728K<0.01%-2,93713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,117$724K0.01%-73013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC7,020$715K0.02%new13F-HRTimeline
Pictet North America Advisors SA6,923$705K0.07%-2,32113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,836$696K0.02%+413F-HR/ATimeline
Qube Research & Technologies Ltd6,822$694K<0.01%+1,80613F-HRTimeline
WELLINGTON-ALTUS USA INC.5,700$694K0.41%new13F-HRTimeline
Greenline Wealth Management LLC6,799$692K0.8%+3,86813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,779$690K0.37%+1,81413F-HR/ATimeline
LPWM LLC6,718$684K0.17%-5713F-HRTimeline
Aletheian Wealth Advisors LLC6,697$682K0.33%13F-HRTimeline
Comprehensive Money Management Services…6,655$677K0.44%013F-HRTimeline
BCGM Wealth Management, LLC6,450$657K0.16%-27113F-HRTimeline
MMA ASSET MANAGEMENT LLC6,435$655K0.23%new13F-HRTimeline
Simplicity Wealth,LLC6,378$649K0.04%-2,30513F-HRTimeline
Scarborough Advisors, LLC6,357$647K0.07%-45713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,303$642K0.01%-3,63513F-HRTimelineGroup
Perissos Private Wealth Management, LLC6,277$639K0.55%-8,89113F-HRTimeline
WEBSTER BANK, N. A.6,039$615K0.06%+5,61413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,028$614K<0.01%new13F-HRTimelineGroup
O'ROURKE & COMPANY, Inc6,011$612K0.24%-17413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,945$605K0.02%-1,96813F-HRTimelineGroup
Centurion Wealth Management LLC5,899$600K0.14%-2,12213F-HRTimeline
Investment Management Trust, LLC5,796$590K0.57%13F-HRTimeline
Synergy Investment Management, LLC5,546$565K0.18%-6013F-HRTimeline
Tempus Wealth Planning, LLC5,528$563K0.13%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,502$560K<0.01%new13F-HRTimelineGroup
Security Financial Services, INC.5,470$557K0.09%+12313F-HRTimeline