13F

ICVT ISHARES CONVERTIBLE BOND ETF

2026Q1 · CUSIP 46435G102

🟢 Lit · Institutions accelerating in
Holders
400
Δ holders QoQ
+20
Breadth percentile
Top 16%
Whale holders
83
Δ whales
+5
Inst. holding value
$1.8B
New positions
74
Closed positions
54
Price momentum (1Q)
Put / Call
0/1

Breadth history (34 quarters)

2018Q1: Δ+4 · h=33 2018Q2: Δ+7 · h=40 2018Q3: Δ+10 · h=50 2018Q4: Δ+9 · h=59 2019Q1: Δ+6 · h=65 2019Q2: Δ+6 · h=71 2019Q3: Δ+1 · h=72 2019Q4: Δ+18 · h=90 2020Q1: Δ+2 · h=92 2020Q2: Δ+14 · h=106 2020Q3: Δ+14 · h=120 2020Q4: Δ+28 · h=148 2021Q1: Δ+17 · h=165 2021Q2: Δ+4 · h=169 2021Q3: Δ+3 · h=172 2021Q4: Δ+13 · h=185 2022Q1: Δ+64 · h=249 2022Q2: Δ+31 · h=280 2022Q3: Δ+19 · h=299 2022Q4: Δ+17 · h=316 2023Q1: Δ-94 · h=222 2023Q2: Δ-10 · h=212 2023Q3: Δ-3 · h=209 2023Q4: Δ+24 · h=233 2024Q1: Δ+42 · h=275 2024Q2: Δ+27 · h=302 2024Q3: Δ-1 · h=301 2024Q4: Δ+42 · h=343 2025Q1: Δ+12 · h=355 2025Q2: Δ-12 · h=343 2025Q3: Δ+5 · h=348 2025Q4: Δ+32 · h=380 2026Q1: Δ+20 · h=400 2018Q1: holders=33 2018Q2: holders=40 2018Q3: holders=50 2018Q4: holders=59 2019Q1: holders=65 2019Q2: holders=71 2019Q3: holders=72 2019Q4: holders=90 2020Q1: holders=92 2020Q2: holders=106 2020Q3: holders=120 2020Q4: holders=148 2021Q1: holders=165 2021Q2: holders=169 2021Q3: holders=172 2021Q4: holders=185 2022Q1: holders=249 2022Q2: holders=280 2022Q3: holders=299 2022Q4: holders=316 2023Q1: holders=222 2023Q2: holders=212 2023Q3: holders=209 2023Q4: holders=233 2024Q1: holders=275 2024Q2: holders=302 2024Q3: holders=301 2024Q4: holders=343 2025Q1: holders=355 2025Q2: holders=343 2025Q3: holders=348 2025Q4: holders=380 2026Q1: holders=400 -94 -47 +0 +47 +94 29225420 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 9 lit events

Period Percentile Next-1Q return Next-2Q return
2026Q1 Top 16%
2025Q4 Top 16%
2024Q4 Top 12%
2024Q2 Top 8%
2024Q1 Top 5%
2022Q3 Top 6%
2022Q2 Top 3%
2022Q1 Top 1%
2020Q3 Top 18%
Put holders / Call holders: 0 / 1