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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
718
shares
|
$62,494
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
661
shares
|
$57,533
0.0% of portfolio
|
Q3 2024
Reduced 83.35%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
629
shares
|
$54,748
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
527
shares
|
$45,870
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
526
shares
|
$45,783
0.11% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
504
shares
|
$43,868
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
503
shares
|
$43,781
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
502
shares
|
$43,694
0.03% of portfolio
|
Q2 2022
Reduced 57.92%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
498
shares
|
$43,345
0.03% of portfolio
|
Q3 2024
Reduced 31.97%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
468
shares
|
$40,734
0.01% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
438
shares
|
$38,123
0.0% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
426
shares
|
$37,079
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
336
shares
|
$29,245
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
305
shares
|
$26,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
291
shares
|
$25,328
0.01% of portfolio
|
Q4 2023
Reduced 6.43%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
288
shares
|
$25,067
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
283
shares
|
$24,632
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$22,717
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
240
shares
|
$20,889
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
221
shares
|
$19,235
0.01% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
220
shares
|
$19,148
0.0% of portfolio
|
Q4 2024
Reduced 67.26%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
210
shares
|
$18,278
0.0% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
210
shares
|
$18,278
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
206
shares
|
$17,930
0.0% of portfolio
|
Q2 2022
Added 156.08%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
189
shares
|
$16,450
0.01% of portfolio
|
Q1 2024
New holding
|