Institutional Ownership Ishares Tr Convertible Bond Et (ICVT)
This table provides information about the institutional ownership of Ishares Tr Convertible Bond Et (ICVT). We have compiled data on the 332 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,401
shares
|
$296,023
0.0% of portfolio
|
Q3 2024
Added 28.24%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,325
shares
|
$289,408
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,262
shares
|
$283,924
0.13% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,232
shares
|
$281,313
0.02% of portfolio
|
Q4 2022
Reduced 36.83%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,231
shares
|
$281,226
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,214
shares
|
$279,746
0.05% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,167
shares
|
$275,655
0.06% of portfolio
|
Q4 2024
Added 24.59%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
3,104
shares
|
$270,172
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
3,085
shares
|
$268,518
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
3,056
shares
|
$265,994
0.1% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,046
shares
|
$265,123
0.01% of portfolio
|
Q3 2024
Reduced 17.32%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,027
shares
|
$263,470
0.1% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,009
shares
|
$261,903
0.0% of portfolio
|
Q3 2024
Reduced 88.6%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,978
shares
|
$259,205
0.03% of portfolio
|
Q2 2024
Added 7.66%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,966
shares
|
$258,160
0.02% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
2,885
shares
|
$251,110
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,882
shares
|
$250,849
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,793
shares
|
$243,102
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,754
shares
|
$239,708
0.0% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,742
shares
|
$238,663
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,680
shares
|
$233,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
2,635
shares
|
$229,350
0.04% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,614
shares
|
$227,522
0.08% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
2,605
shares
|
$226,739
0.03% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,590
shares
|
$225,433
0.03% of portfolio
|
Q4 2024
New holding
|