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 326 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
3,085
shares
|
$263,582
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
3,056
shares
|
$261,104
0.1% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,027
shares
|
$258,626
0.1% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
2,978
shares
|
$254,440
0.03% of portfolio
|
Q2 2024
Added 7.66%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
2,929
shares
|
$250,253
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
2,926
shares
|
$249,997
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,918
shares
|
$249,313
0.0% of portfolio
|
Q2 2024
Reduced 87.3%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
2,906
shares
|
$248,288
0.02% of portfolio
|
Q2 2024
Added 31.67%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
2,885
shares
|
$246,494
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
2,885
shares
|
$246,494
0.17% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,882
shares
|
$246,238
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
2,845
shares
|
$243,076
0.01% of portfolio
|
Q2 2024
Reduced 88.57%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,793
shares
|
$238,633
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
2,770
shares
|
$236,668
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
2,698
shares
|
$230,517
0.0% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
2,652
shares
|
$226,586
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
2,635
shares
|
$225,134
0.04% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
2,605
shares
|
$222,571
0.03% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
2,563
shares
|
$218,982
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,555
shares
|
$218,299
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,551
shares
|
$217,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
2,542
shares
|
$217,188
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,498
shares
|
$213,429
0.0% of portfolio
|
Q2 2024
Reduced 10.47%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
2,478
shares
|
$211,720
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
2,456
shares
|
$209,840
0.11% of portfolio
|
Q3 2024
Reduced 7.98%
|