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ICVT ISHARES TR

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CONV BD ETF (fund)

Filings received so far for Q3 2026: 20 13F filers report a position in ICVT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Independence Financial Advisors, LLC149,820$16.9M4.25%+8,44413F-HRTimeline
Baron Financial Group, LLC49,089$5.54M2.7%-36413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC43,604$4.92M1.38%+42,69113F-HRTimeline
Central Pacific Bank - Trust Division41,229$4.66M0.49%-46113F-HRTimeline
Farther Finance Advisors, LLC17,319$1.96M0.01%-21813F-HRTimeline
Cadent Capital Advisors, LLC16,001$1.81M0.39%+2,79013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV12,722$1.44M0.87%-24513F-HRTimeline
Aletheian Wealth Advisors LLC6,620$748K0.3%-913F-HRTimeline
CoreCap Advisors, LLC6,554$740K0.02%-73813F-HRTimeline
Ridgewood Investments LLC5,670$640K0.24%-1,79713F-HRTimeline
Cassilly Financial Group LLC4,881$551K0.37%+19813F-HRTimeline
City Center Advisors, LLC3,101$350K0.27%+18913F-HRTimeline
McNaughton Wealth Management, LLC2,562$289K0.1%+18613F-HRTimeline
SigFig Wealth Management, LLC2,448$276K0.01%new13F-HRTimeline
BOS Asset Management, LLC2,262$255K0.06%+2913F-HRTimeline
Overbrook Management Corp1,963$222K0.03%013F-HRTimeline
Dorato Capital Management1,202$135K0.09%-43513F-HRTimeline
Retirement Wealth Solutions LLC180$20.3K0.01%+4813F-HRTimeline
Planning Strategies Inc.177$19.9K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$452<0.01%+113F-HRTimeline