On this page, we present all of the funds holding ICVT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ICVT, with a link to that fund's top holdings. The next columns indicate the amount of ICVT stock held by each of the funds holding ICVT, followed by the ICVT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 235 funds holding ICVT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding ICVT), click the fund name in the "Holder" column of the funds-holding-ICVT table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 1,682,597 | $132,235 | 12/31/2023 |
ICVT | 1,682,597 | $132,235 | 12/31/2023 |
Assetmark Inc. | 1,562,320 | $122,783 | 12/31/2023 |
ICVT | 1,562,320 | $122,783 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 922,016 | $72,461 | 12/31/2023 |
ICVT | 922,016 | $72,461 | 12/31/2023 |
AMG National Trust Bank | 416,174 | $32,707 | 12/31/2023 |
ICVT | 416,174 | $32,707 | 12/31/2023 |
Advisory Alpha LLC | 403,028 | $31,680 | 12/31/2023 |
ICVT | 403,028 | $31,680 | 12/31/2023 |
New York Life Investment Management LLC | 348,445 | $27,384 | 12/31/2023 |
ICVT | 348,445 | $27,384 | 12/31/2023 |
Greenleaf Trust | 295,183 | $23,198 | 12/31/2023 |
ICVT | 295,183 | $23,198 | 12/31/2023 |
Prestige Wealth Management Group LLC | 291,505 | $22,909 | 12/31/2023 |
ICVT | 291,505 | $22,909 | 12/31/2023 |
1832 Asset Management L.P. | 284,440 | $22,354 | 12/31/2023 |
ICVT | 284,440 | $22,354 | 12/31/2023 |
Baker Avenue Asset Management LP | 282,110 | $22,171 | 12/31/2023 |
ICVT | 282,110 | $22,171 | 12/31/2023 |
Gradient Investments LLC | 247,471 | $19,449 | 12/31/2023 |
ICVT | 247,471 | $19,449 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 244,696 | $19,231 | 12/31/2023 |
ICVT | 244,696 | $19,231 | 12/31/2023 |
Advisor Group Holdings Inc. | 240,491 | $18,902 | 12/31/2023 |
ICVT | 240,491 | $18,902 | 12/31/2023 |
Tradewinds Capital Management LLC | 231,848 | $18,508 | 03/31/2024 |
ICVT | 231,848 | $18,508 | 03/31/2024 |
LPL Financial LLC | 233,255 | $18,331 | 12/31/2023 |
ICVT | 233,255 | $18,331 | 12/31/2023 |
Envestnet Asset Management Inc. | 224,964 | $17,680 | 12/31/2023 |
ICVT | 224,964 | $17,680 | 12/31/2023 |
CWM LLC | 214,159 | $17,096 | 03/31/2024 |
ICVT | 214,159 | $17,096 | 03/31/2024 |
Ameriprise Financial Inc. | 198,532 | $15,608 | 12/31/2023 |
ICVT | 198,532 | $15,608 | 12/31/2023 |
Alliancebernstein L.P. | 186,381 | $14,648 | 12/31/2023 |
ICVT | 186,381 | $14,648 | 12/31/2023 |
GeoWealth Management LLC | 179,293 | $14,091 | 12/31/2023 |
ICVT | 179,293 | $14,091 | 12/31/2023 |
Certified Advisory Corp | 152,784 | $12,007 | 12/31/2023 |
ICVT | 152,784 | $12,007 | 12/31/2023 |
Cornerstone Planning Group LLC | 141,795 | $11,144 | 12/31/2023 |
ICVT | 141,795 | $11,144 | 12/31/2023 |
Osborne Partners Capital Management LLC | 137,161 | $10,779 | 12/31/2023 |
ICVT | 137,161 | $10,779 | 12/31/2023 |
Renaissance Technologies LLC | 137,100 | $10,775 | 12/31/2023 |
ICVT | 137,100 | $10,775 | 12/31/2023 |
Aire Advisors LLC | 123,974 | $9,755 | 12/31/2023 |
ICVT | 123,974 | $9,755 | 12/31/2023 |
Adams Wealth Management | 124,072 | $9,751 | 12/31/2023 |
ICVT | 124,072 | $9,751 | 12/31/2023 |
Morgan Stanley | 120,141 | $9,442 | 12/31/2023 |
ICVT | 120,141 | $9,442 | 12/31/2023 |
Thrivent Financial for Lutherans | 103,425 | $8,128 | 12/31/2023 |
ICVT | 103,425 | $8,128 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 102,390 | $8,047 | 12/31/2023 |
ICVT | 102,390 | $8,047 | 12/31/2023 |
360 Financial Inc. | 95,330 | $7,492 | 12/31/2023 |
ICVT | 95,330 | $7,492 | 12/31/2023 |
Guggenheim Capital LLC | 88,167 | $6,929 | 12/31/2023 |
ICVT | 88,167 | $6,929 | 12/31/2023 |
Raymond James & Associates | 83,622 | $6,572 | 12/31/2023 |
ICVT | 83,622 | $6,572 | 12/31/2023 |
Stifel Financial Corp | 77,839 | $6,117 | 12/31/2023 |
ICVT | 77,839 | $6,117 | 12/31/2023 |
UBS Group AG | 75,101 | $5,902 | 12/31/2023 |
ICVT | 75,101 | $5,902 | 12/31/2023 |
Royal Bank of Canada | 70,726 | $5,559 | 12/31/2023 |
ICVT | 70,726 | $5,559 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 68,027 | $5,346 | 12/31/2023 |
ICVT | 68,027 | $5,346 | 12/31/2023 |
Kades & Cheifetz LLC | 60,339 | $4,742 | 12/31/2023 |
ICVT | 60,339 | $4,742 | 12/31/2023 |
MML Investors Services LLC | 59,596 | $4,684 | 12/31/2023 |
ICVT | 59,596 | $4,684 | 12/31/2023 |
BlackRock Inc. | 57,811 | $4,543 | 12/31/2023 |
ICVT | 57,811 | $4,543 | 12/31/2023 |
HighTower Advisors LLC | 53,900 | $4,225 | 12/31/2023 |
ICVT | 53,900 | $4,225 | 12/31/2023 |
Cambridge Associates LLC MA ADV | 53,194 | $4,181 | 12/31/2023 |
ICVT | 53,194 | $4,181 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 52,431 | $4,121 | 12/31/2023 |
ICVT | 52,431 | $4,121 | 12/31/2023 |
National Asset Management Inc. | 51,476 | $4,045 | 12/31/2023 |
ICVT | 51,476 | $4,045 | 12/31/2023 |
Aveo Capital Partners LLC | 50,826 | $3,994 | 12/31/2023 |
ICVT | 50,826 | $3,994 | 12/31/2023 |
Baron Financial Group LLC | 49,540 | $3,893 | 12/31/2023 |
ICVT | 49,540 | $3,893 | 12/31/2023 |
Private Advisor Group LLC | 49,465 | $3,887 | 12/31/2023 |
ICVT | 49,465 | $3,887 | 12/31/2023 |
Equitable Holdings Inc. | 49,189 | $3,866 | 12/31/2023 |
ICVT | 49,189 | $3,866 | 12/31/2023 |
Park Avenue Securities LLC | 48,318 | $3,857 | 03/31/2024 |
ICVT | 48,318 | $3,857 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 46,095 | $3,623 | 12/31/2023 |
ICVT | 46,095 | $3,623 | 12/31/2023 |
Beaumont Capital Management LLC | 44,818 | $3,522 | 12/31/2023 |
ICVT | 44,818 | $3,522 | 12/31/2023 |
Overbrook Management Corp | 41,168 | $3,286 | 03/31/2024 |
ICVT | 41,168 | $3,286 | 03/31/2024 |
Capital Wealth Management LLC | 40,628 | $3,243 | 03/31/2024 |
ICVT | 40,628 | $3,243 | 03/31/2024 |
Cetera Advisor Networks LLC | 41,034 | $3,225 | 12/31/2023 |
ICVT | 41,034 | $3,225 | 12/31/2023 |
Dark Forest Capital Management LP | 41,009 | $3,223 | 12/31/2023 |
ICVT | 41,009 | $3,223 | 12/31/2023 |
Horizon Financial Services LLC | 39,145 | $3,076 | 12/31/2023 |
ICVT | 39,145 | $3,076 | 12/31/2023 |
Florin Court Capital LLP | 38,600 | $3,034 | 12/31/2023 |
ICVT | 38,600 | $3,034 | 12/31/2023 |
Commonwealth Equity Services LLC | 38,125 | $2,996 | 12/31/2023 |
ICVT | 38,125 | $2,996 | 12/31/2023 |
Aspire Wealth Management Corp | 37,178 | $2,922 | 12/31/2023 |
ICVT | 37,178 | $2,922 | 12/31/2023 |
Lpwm LLC | 35,575 | $2,793 | 03/31/2024 |
ICVT | 35,575 | $2,793 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 31,685 | $2,529 | 03/31/2024 |
ICVT | 31,685 | $2,529 | 03/31/2024 |
Windham Capital Management LLC | 31,799 | $2,499 | 12/31/2023 |
ICVT | 31,799 | $2,499 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 31,713 | $2,492 | 12/31/2023 |
ICVT | 31,713 | $2,492 | 12/31/2023 |
Cetera Investment Advisers | 30,616 | $2,406 | 12/31/2023 |
ICVT | 30,616 | $2,406 | 12/31/2023 |
Calamos Wealth Management LLC | 30,550 | $2,401 | 12/31/2023 |
ICVT | 30,550 | $2,401 | 12/31/2023 |
Provident Wealth Management LLC | 29,521 | $2,320 | 12/31/2023 |
ICVT | 29,521 | $2,320 | 12/31/2023 |
Mutual Advisors LLC | 25,650 | $2,016 | 12/31/2023 |
ICVT | 25,650 | $2,016 | 12/31/2023 |
Axxcess Wealth Management LLC | 24,842 | $1,952 | 12/31/2023 |
ICVT | 24,842 | $1,952 | 12/31/2023 |
Oppenheimer & Co. Inc. | 24,724 | $1,943 | 12/31/2023 |
ICVT | 24,724 | $1,943 | 12/31/2023 |
Econ Financial Services Corp | 24,685 | $1,940 | 12/31/2023 |
ICVT | 24,685 | $1,940 | 12/31/2023 |
Csenge Advisory Group | 24,276 | $1,908 | 12/31/2023 |
ICVT | 24,276 | $1,908 | 12/31/2023 |
Truist Financial Corp | 23,616 | $1,856 | 12/31/2023 |
ICVT | 23,616 | $1,856 | 12/31/2023 |
Key Financial Inc | 22,450 | $1,764 | 12/31/2023 |
ICVT | 22,450 | $1,764 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 21,758 | $1,710 | 12/31/2023 |
ICVT | 21,758 | $1,710 | 12/31/2023 |
JPMorgan Chase & Co. | 21,061 | $1,655 | 12/31/2023 |
ICVT | 21,061 | $1,655 | 12/31/2023 |
Eudaimonia Partners LLC | 20,522 | $1,613 | 12/31/2023 |
ICVT | 20,522 | $1,613 | 12/31/2023 |
Atria Wealth Solutions Inc. | 20,167 | $1,585 | 12/31/2023 |
ICVT | 20,167 | $1,585 | 12/31/2023 |
Ascent Group LLC | 19,714 | $1,552 | 12/31/2023 |
ICVT | 19,714 | $1,552 | 12/31/2023 |
Toroso Investments LLC | 18,966 | $1,491 | 12/31/2023 |
ICVT | 18,966 | $1,491 | 12/31/2023 |
Avantax Advisory Services Inc. | 18,181 | $1,429 | 12/31/2023 |
ICVT | 18,181 | $1,429 | 12/31/2023 |
Modera Wealth Management LLC | 17,947 | $1,410 | 12/31/2023 |
ICVT | 17,947 | $1,410 | 12/31/2023 |
Icapital Wealth LLC | 17,650 | $1,387 | 12/31/2023 |
ICVT | 17,650 | $1,387 | 12/31/2023 |
Mariner LLC | 17,395 | $1,367 | 12/31/2023 |
ICVT | 17,395 | $1,367 | 12/31/2023 |
GWM Advisors LLC | 17,054 | $1,340 | 12/31/2023 |
ICVT | 17,054 | $1,340 | 12/31/2023 |
Capital Asset Advisory Services LLC | 16,987 | $1,337 | 03/31/2024 |
ICVT | 16,987 | $1,337 | 03/31/2024 |
Atria Investments LLC | 16,820 | $1,322 | 12/31/2023 |
ICVT | 16,820 | $1,322 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 16,815 | $1,321 | 12/31/2023 |
ICVT | 16,815 | $1,321 | 12/31/2023 |
Steel Peak Wealth Management LLC | 15,358 | $1,226 | 03/31/2024 |
ICVT | 15,358 | $1,226 | 03/31/2024 |
Allworth Financial LP | 15,247 | $1,198 | 12/31/2023 |
ICVT | 15,247 | $1,198 | 12/31/2023 |
Hohimer Wealth Management LLC | 15,046 | $1,182 | 12/31/2023 |
ICVT | 15,046 | $1,182 | 12/31/2023 |
AE Wealth Management LLC | 15,073 | $1,171 | 12/31/2023 |
ICVT | 15,073 | $1,171 | 12/31/2023 |
Palogic Value Management L.P. | 14,268 | $1,121 | 12/31/2023 |
ICVT | 14,268 | $1,121 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 14,191 | $1,115 | 12/31/2023 |
ICVT | 14,191 | $1,115 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 13,374 | $1,051 | 12/31/2023 |
ICVT | 13,374 | $1,051 | 12/31/2023 |
Herold Advisors Inc. | 12,560 | $987 | 12/31/2023 |
ICVT | 12,560 | $987 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 12,316 | $983 | 03/31/2024 |
ICVT | 12,316 | $983 | 03/31/2024 |
Outlook Wealth Advisors LLC | 11,787 | $926 | 12/31/2023 |
ICVT | 11,787 | $926 | 12/31/2023 |
Northwest Capital Management Inc | 10,962 | $875 | 03/31/2024 |
ICVT | 10,962 | $875 | 03/31/2024 |
Archer Investment Corp | 11,113 | $873 | 12/31/2023 |
ICVT | 11,113 | $873 | 12/31/2023 |
Cetera Advisors LLC | 10,981 | $863 | 12/31/2023 |
ICVT | 10,981 | $863 | 12/31/2023 |
OneAscent Financial Services LLC | 10,611 | $847 | 03/31/2024 |
ICVT | 10,611 | $847 | 03/31/2024 |
Crabel Capital Management LLC | 10,073 | $792 | 12/31/2023 |
ICVT | 10,073 | $792 | 12/31/2023 |
CoreCap Advisors LLC | 9,922 | $780 | 12/31/2023 |
ICVT | 9,922 | $780 | 12/31/2023 |
Windsor Capital Management LLC | 9,691 | $774 | 03/31/2024 |
ICVT | 9,691 | $774 | 03/31/2024 |
Anfield Capital Management LLC | 9,836 | $773 | 12/31/2023 |
ICVT | 9,836 | $773 | 12/31/2023 |
Richard W. Paul & Associates LLC | 9,622 | $756 | 12/31/2023 |
ICVT | 9,622 | $756 | 12/31/2023 |
J.W. Cole Advisors Inc. | 8,602 | $676 | 12/31/2023 |
ICVT | 8,602 | $676 | 12/31/2023 |
IFP Advisors Inc | 8,436 | $663 | 12/31/2023 |
ICVT | 8,436 | $663 | 12/31/2023 |
RHS Financial LLC | 8,279 | $661 | 03/31/2024 |
ICVT | 8,279 | $661 | 03/31/2024 |
Quad Cities Investment Group LLC | 8,221 | $656 | 03/31/2024 |
ICVT | 8,221 | $656 | 03/31/2024 |
Advisory Services Network LLC | 8,258 | $649 | 12/31/2023 |
ICVT | 8,258 | $649 | 12/31/2023 |
Millington Financial Advisors LLC | 7,681 | $604 | 12/31/2023 |
ICVT | 7,681 | $604 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 7,560 | $594 | 12/31/2023 |
ICVT | 7,560 | $594 | 12/31/2023 |
United Capital Financial Advisers LLC | 7,404 | $582 | 12/31/2023 |
ICVT | 7,404 | $582 | 12/31/2023 |
Comprehensive Wealth Management LLC | 7,381 | $580 | 12/31/2023 |
ICVT | 7,381 | $580 | 12/31/2023 |
Westshore Wealth LLC | 7,375 | $580 | 12/31/2023 |
ICVT | 7,375 | $580 | 12/31/2023 |
Kestra Advisory Services LLC | 7,377 | $580 | 12/31/2023 |
ICVT | 7,377 | $580 | 12/31/2023 |
Stratos Wealth Partners LTD. | 7,247 | $579 | 03/31/2024 |
ICVT | 7,247 | $579 | 03/31/2024 |
Independent Wealth Network Inc. | 7,121 | $568 | 03/31/2024 |
ICVT | 7,121 | $568 | 03/31/2024 |
Centurion Wealth Management LLC | 7,232 | $568 | 12/31/2023 |
ICVT | 7,232 | $568 | 12/31/2023 |
Spire Wealth Management | 7,280 | $563 | 12/31/2023 |
ICVT | 7,280 | $563 | 12/31/2023 |
Ridgewood Investments LLC | 6,893 | $550 | 03/31/2024 |
ICVT | 6,893 | $550 | 03/31/2024 |
Wells Fargo & Company MN | 6,947 | $546 | 12/31/2023 |
ICVT | 6,947 | $546 | 12/31/2023 |
Scissortail Wealth Management LLC | 6,633 | $519 | 12/31/2023 |
ICVT | 6,633 | $519 | 12/31/2023 |
Brookstone Capital Management | 6,473 | $517 | 03/31/2024 |
ICVT | 6,473 | $517 | 03/31/2024 |
Security Financial Services INC. | 6,184 | $494 | 03/31/2024 |
ICVT | 6,184 | $494 | 03/31/2024 |
Snowden Capital Advisors LLC | 6,287 | $494 | 12/31/2023 |
ICVT | 6,287 | $494 | 12/31/2023 |
Advisors Asset Management Inc. | 5,988 | $471 | 12/31/2023 |
ICVT | 5,988 | $471 | 12/31/2023 |
Qube Research & Technologies Ltd | 5,840 | $459 | 12/31/2023 |
ICVT | 5,840 | $459 | 12/31/2023 |
Aletheian Wealth Advisors LLC | 5,738 | $458 | 03/31/2024 |
ICVT | 5,738 | $458 | 03/31/2024 |
Strategic Wealth Designers | 5,605 | $440 | 12/31/2023 |
ICVT | 5,605 | $440 | 12/31/2023 |
Austin Private Wealth LLC | 5,541 | $438 | 03/31/2024 |
ICVT | 5,541 | $438 | 03/31/2024 |
McAdam LLC | 5,228 | $411 | 12/31/2023 |
ICVT | 5,228 | $411 | 12/31/2023 |
Bigelow Investment Advisors LLC | 5,224 | $411 | 12/31/2023 |
ICVT | 5,224 | $411 | 12/31/2023 |
FFG Retirement Advisors LLC | 5,181 | $407 | 12/31/2023 |
ICVT | 5,181 | $407 | 12/31/2023 |
Hanlon Investment Management Inc. | 4,988 | $392 | 12/31/2023 |
ICVT | 4,988 | $392 | 12/31/2023 |
Continuum Advisory LLC | 4,936 | $389 | 12/31/2023 |
ICVT | 4,936 | $389 | 12/31/2023 |
O ROURKE & COMPANY Inc | 4,664 | $372 | 03/31/2024 |
ICVT | 4,664 | $372 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 4,707 | $370 | 12/31/2023 |
ICVT | 4,707 | $370 | 12/31/2023 |
Acorn Wealth Advisors LLC | 4,705 | $370 | 12/31/2023 |
ICVT | 4,705 | $370 | 12/31/2023 |
Mosley Wealth Management | 4,529 | $362 | 03/31/2024 |
ICVT | 4,529 | $362 | 03/31/2024 |
Pettinga Financial Advisors LLC | 4,394 | $351 | 03/31/2024 |
ICVT | 4,394 | $351 | 03/31/2024 |
Pflug Koory LLC | 4,389 | $350 | 03/31/2024 |
ICVT | 4,389 | $350 | 03/31/2024 |
Retireful LLC | 4,459 | $350 | 12/31/2023 |
ICVT | 4,459 | $350 | 12/31/2023 |
VitalStone Financial LLC | 4,350 | $342 | 12/31/2023 |
ICVT | 4,350 | $342 | 12/31/2023 |
Ignite Planners LLC | 4,245 | $338 | 03/31/2024 |
ICVT | 4,245 | $338 | 03/31/2024 |
Wealthfront Advisers LLC | 4,005 | $320 | 03/31/2024 |
ICVT | 4,005 | $320 | 03/31/2024 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 4,000 | $313 | 12/31/2023 |
ICVT | 4,000 | $313 | 12/31/2023 |
FinTrust Capital Advisors LLC | 3,892 | $306 | 12/31/2023 |
ICVT | 3,892 | $306 | 12/31/2023 |
Integrated Wealth Concepts LLC | 3,874 | $304 | 12/31/2023 |
ICVT | 3,874 | $304 | 12/31/2023 |
WBH Advisory Inc. | 3,717 | $297 | 03/31/2024 |
ICVT | 3,717 | $297 | 03/31/2024 |
James Investment Research Inc. | 3,689 | $290 | 12/31/2023 |
ICVT | 3,689 | $290 | 12/31/2023 |
TRUE Private Wealth Advisors | 3,653 | $287 | 12/31/2023 |
ICVT | 3,653 | $287 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 3,562 | $280 | 12/31/2023 |
ICVT | 3,562 | $280 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 3,481 | $274 | 12/31/2023 |
ICVT | 3,481 | $274 | 12/31/2023 |
Scotia Capital Inc. | 3,344 | $263 | 12/31/2023 |
ICVT | 3,344 | $263 | 12/31/2023 |
Hilltop Partners LLC | 3,237 | $254 | 12/31/2023 |
ICVT | 3,237 | $254 | 12/31/2023 |
Synergy Financial Management LLC | 3,089 | $247 | 03/31/2024 |
ICVT | 3,089 | $247 | 03/31/2024 |
Meridian Wealth Management LLC | 3,095 | $243 | 12/31/2023 |
ICVT | 3,095 | $243 | 12/31/2023 |
Principal Securities Inc. | 3,001 | $236 | 12/31/2023 |
ICVT | 3,001 | $236 | 12/31/2023 |
Janney Montgomery Scott LLC | 2,999 | $236 | 12/31/2023 |
ICVT | 2,999 | $236 | 12/31/2023 |
One Wealth Advisors LLC | 2,794 | $223 | 03/31/2024 |
ICVT | 2,794 | $223 | 03/31/2024 |
Creative Planning | 2,815 | $221 | 12/31/2023 |
ICVT | 2,815 | $221 | 12/31/2023 |
Citadel Advisors LLC | $220 | 12/31/2023 | |
Call | 3,100 | $244 | 12/31/2023 |
Put | 300 | $24 | 12/31/2023 |
Sierra Capital LLC | 2,792 | $219 | 12/31/2023 |
ICVT | 2,792 | $219 | 12/31/2023 |
Bank of Montreal Can | 2,709 | $214 | 12/31/2023 |
ICVT | 2,709 | $214 | 12/31/2023 |
Cypress Wealth Services LLC | 2,642 | $211 | 03/31/2024 |
ICVT | 2,642 | $211 | 03/31/2024 |
First National Bank & Trust Co. of Newtown | 2,685 | $211 | 12/31/2023 |
ICVT | 2,685 | $211 | 12/31/2023 |
PFG Advisors | 2,690 | $211 | 12/31/2023 |
ICVT | 2,690 | $211 | 12/31/2023 |
Townsquare Capital LLC | 2,627 | $206 | 12/31/2023 |
ICVT | 2,627 | $206 | 12/31/2023 |
JB Capital LLC | 2,576 | $203 | 12/31/2023 |
ICVT | 2,576 | $203 | 12/31/2023 |
Coppell Advisory Solutions LLC | 2,570 | $202 | 12/31/2023 |
ICVT | 2,570 | $202 | 12/31/2023 |
Front Row Advisors LLC | 2,554 | $201 | 12/31/2023 |
ICVT | 2,554 | $201 | 12/31/2023 |
Blair William & Co. IL | 2,341 | $184 | 12/31/2023 |
ICVT | 2,341 | $184 | 12/31/2023 |
Comerica Bank | 2,333 | $183 | 12/31/2023 |
ICVT | 2,333 | $183 | 12/31/2023 |
Concorde Asset Management LLC | 2,043 | $161 | 12/31/2023 |
ICVT | 2,043 | $161 | 12/31/2023 |
Harbor Investment Advisory LLC | 1,984 | $158 | 03/31/2024 |
ICVT | 1,984 | $158 | 03/31/2024 |
Element Wealth LLC | 2,013 | $158 | 12/31/2023 |
ICVT | 2,013 | $158 | 12/31/2023 |
Global Retirement Partners LLC | 1,890 | $146 | 12/31/2023 |
ICVT | 1,890 | $146 | 12/31/2023 |
Creekmur Asset Management LLC | 1,863 | $146 | 12/31/2023 |
ICVT | 1,863 | $146 | 12/31/2023 |
Pinnacle Holdings LLC | 1,693 | $133 | 12/31/2023 |
ICVT | 1,693 | $133 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 1,638 | $129 | 12/31/2023 |
ICVT | 1,638 | $129 | 12/31/2023 |
Park Place Capital Corp | 1,516 | $121 | 03/31/2024 |
ICVT | 1,516 | $121 | 03/31/2024 |
Dunhill Financial LLC | 1,391 | $109 | 12/31/2023 |
ICVT | 1,391 | $109 | 12/31/2023 |
US Bancorp DE | 1,339 | $105 | 12/31/2023 |
ICVT | 1,339 | $105 | 12/31/2023 |
Harbour Investments Inc. | 1,229 | $97 | 12/31/2023 |
ICVT | 1,229 | $97 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 1,234 | $97 | 12/31/2023 |
ICVT | 1,234 | $97 | 12/31/2023 |
NBT Bank N A NY | 1,089 | $86 | 12/31/2023 |
ICVT | 1,089 | $86 | 12/31/2023 |
Aptus Capital Advisors LLC | 870 | $68 | 12/31/2023 |
ICVT | 870 | $68 | 12/31/2023 |
WealthShield Partners LLC | 830 | $65 | 12/31/2023 |
ICVT | 830 | $65 | 12/31/2023 |
Farther Finance Advisors LLC | 822 | $65 | 12/31/2023 |
ICVT | 822 | $65 | 12/31/2023 |
Ancora Advisors LLC | 797 | $63 | 12/31/2023 |
ICVT | 797 | $63 | 12/31/2023 |
Banque Cantonale Vaudoise | 670 | $53 | 03/31/2024 |
ICVT | 670 | $53 | 03/31/2024 |
AdvisorNet Financial Inc | 653 | $52 | 03/31/2024 |
ICVT | 653 | $52 | 03/31/2024 |
ZRC Wealth Management LLC | 622 | $50 | 03/31/2024 |
ICVT | 622 | $50 | 03/31/2024 |
Founders Financial Alliance LLC | 583 | $46 | 12/31/2023 |
ICVT | 583 | $46 | 12/31/2023 |
Fifth Third Bancorp | 470 | $37 | 12/31/2023 |
ICVT | 470 | $37 | 12/31/2023 |
Ronald Blue Trust Inc. | 466 | $34 | 12/31/2023 |
ICVT | 466 | $34 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 300 | $24 | 12/31/2023 |
ICVT | 300 | $24 | 12/31/2023 |
Provence Wealth Management Group | 291 | $23 | 12/31/2023 |
ICVT | 291 | $23 | 12/31/2023 |
DB Wealth Management Group LLC | 261 | $21 | 12/31/2023 |
ICVT | 261 | $21 | 12/31/2023 |
Aspire Private Capital LLC | 196 | $16 | 03/31/2024 |
ICVT | 196 | $16 | 03/31/2024 |
Fortis Group Advisors LLC | 204 | $16 | 12/31/2023 |
ICVT | 204 | $16 | 12/31/2023 |
Proequities Inc. | 195 | $15 | 12/31/2023 |
ICVT | 195 | $15 | 12/31/2023 |
Beacon Capital Management LLC | 207 | $15 | 12/31/2023 |
ICVT | 207 | $15 | 12/31/2023 |
Private Trust Co. NA | 153 | $12 | 12/31/2023 |
ICVT | 153 | $12 | 12/31/2023 |
Capital Investment Advisory Services LLC | 155 | $12 | 12/31/2023 |
ICVT | 155 | $12 | 12/31/2023 |
Parallel Advisors LLC | 148 | $12 | 12/31/2023 |
ICVT | 148 | $12 | 12/31/2023 |
Crewe Advisors LLC | 154 | $12 | 12/31/2023 |
ICVT | 154 | $12 | 12/31/2023 |
FSC Wealth Advisors LLC | 133 | $11 | 03/31/2024 |
ICVT | 133 | $11 | 03/31/2024 |
Whittier Trust Co. | 140 | $11 | 12/31/2023 |
ICVT | 140 | $11 | 12/31/2023 |
Scarborough Advisors LLC | 135 | $11 | 12/31/2023 |
ICVT | 135 | $11 | 12/31/2023 |
Jones Financial Companies Lllp | 128 | $10 | 12/31/2023 |
ICVT | 128 | $10 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 125 | $10 | 12/31/2023 |
ICVT | 125 | $10 | 12/31/2023 |
ORG Partners LLC | 131 | $10 | 12/31/2023 |
ICVT | 131 | $10 | 12/31/2023 |
Citigroup Inc. | 103 | $8 | 12/31/2023 |
ICVT | 103 | $8 | 12/31/2023 |
Team Financial Group LLC | 84 | $7 | 12/31/2023 |
ICVT | 84 | $7 | 12/31/2023 |
Webster Bank N. A. | 72 | $6 | 03/31/2024 |
ICVT | 72 | $6 | 03/31/2024 |
First Horizon Advisors Inc. | 72 | $6 | 12/31/2023 |
ICVT | 72 | $6 | 12/31/2023 |
Venturi Wealth Management LLC | 80 | $6 | 12/31/2023 |
ICVT | 80 | $6 | 12/31/2023 |
Geneos Wealth Management Inc. | 70 | $6 | 12/31/2023 |
ICVT | 70 | $6 | 12/31/2023 |
Bank of New Hampshire | 33 | $3 | 03/31/2024 |
ICVT | 33 | $3 | 03/31/2024 |
SYM FINANCIAL Corp | 32 | $3 | 12/31/2023 |
ICVT | 32 | $3 | 12/31/2023 |
Howe & Rusling Inc. | 28 | $2 | 12/31/2023 |
ICVT | 28 | $2 | 12/31/2023 |
Salem Investment Counselors Inc. | 14 | $1 | 03/31/2024 |
ICVT | 14 | $1 | 03/31/2024 |
BNP Paribas Arbitrage SA | 8 | $1 | 12/31/2023 |
ICVT | 8 | $1 | 12/31/2023 |
EverSource Wealth Advisors LLC | 13 | $1 | 12/31/2023 |
ICVT | 13 | $1 | 12/31/2023 |
Bay Harbor Wealth Management LLC | 11 | $1 | 12/31/2023 |
ICVT | 11 | $1 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 13 | $1 | 12/31/2023 |
ICVT | 13 | $1 | 12/31/2023 |
ICA Group Wealth Management LLC | 10 | $1 | 12/31/2023 |
ICVT | 10 | $1 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 1 | $0 | 03/31/2024 |
ICVT | 1 | $0 | 03/31/2024 |
Piscataqua Savings Bank | 3 | $0 | 03/31/2024 |
ICVT | 3 | $0 | 03/31/2024 |
Huntington National Bank | 1 | $0 | 12/31/2023 |
ICVT | 1 | $0 | 12/31/2023 |
FMR LLC | 1 | $0 | 12/31/2023 |
ICVT | 1 | $0 | 12/31/2023 |
Running Point Capital Advisors LLC | 4 | $0 | 12/31/2023 |
ICVT | 4 | $0 | 12/31/2023 |
Cape Investment Advisory Inc. | 4 | $0 | 12/31/2023 |
ICVT | 4 | $0 | 12/31/2023 |
LGT Financial Advisors LLC | 2 | $0 | 12/31/2023 |
ICVT | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of ICVT
See Details: Top 10 Hedge Funds Holding ICVT
Also See: ICVT Holdings Changes
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