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 323 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
375
shares
|
$30,487
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
362
shares
|
$29,430
0.06% of portfolio
|
Q2 2024
Added 336.14%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
323
shares
|
$26,259
0.0% of portfolio
|
Q2 2024
Added 210.58%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
305
shares
|
$24,796
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
300
shares
|
$24,390
0.0% of portfolio
|
Q2 2024
Reduced 97.07%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
296
shares
|
$24,064
0.01% of portfolio
|
Q2 2024
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
291
shares
|
$23,658
0.01% of portfolio
|
Q4 2023
Reduced 6.43%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
281
shares
|
$22,845
0.0% of portfolio
|
Q2 2024
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$21,219
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
233
shares
|
$18,942
0.0% of portfolio
|
Q2 2024
Added 18.88%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
210
shares
|
$17,073
0.0% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
209
shares
|
$16,991
0.01% of portfolio
|
Q2 2024
Added 26.67%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
209
shares
|
$16,991
0.0% of portfolio
|
Q1 2024
Added 0.97%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
189
shares
|
$15,365
0.01% of portfolio
|
Q1 2024
New holding
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
188
shares
|
$15,284
0.0% of portfolio
|
Q2 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
160
shares
|
$13,008
0.0% of portfolio
|
Q2 2024
Added 3.9%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
155
shares
|
$12,601
0.0% of portfolio
|
Q1 2022
Added 131.34%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
154
shares
|
$12,520
0.0% of portfolio
|
Q4 2023
Reduced 57.1%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
138
shares
|
$11,219
0.0% of portfolio
|
Q1 2023
Added 351.45%
|
|
Fsc Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
133
shares
|
$10,812
0.01% of portfolio
|
Q3 2022
Reduced 33.17%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
130
shares
|
$10,569
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
107
shares
|
$8,699
0.01% of portfolio
|
Q2 2024
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
106
shares
|
$8,617
0.0% of portfolio
|
Q2 2024
Added 21.84%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
103
shares
|
$8,373
0.0% of portfolio
|
Q2 2024
Added 47.14%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
102
shares
|
$8,292
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|