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 |
---|---|---|---|---|---|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
55,421
shares
|
$4.51 Million
0.12% of portfolio
|
Q2 2024
Reduced 76.76%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
54,242
shares
|
$4.41 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
50,338
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2024
Added 12.83%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
49,814
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 22, 2024 Q2 2024 |
49,255
shares
|
$4 Million
2.46% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
47,888
shares
|
$3.89 Million
0.04% of portfolio
|
Q2 2024
Reduced 11.25%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
47,711
shares
|
$3.88 Million
0.03% of portfolio
|
Q2 2024
Added 109.61%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
47,346
shares
|
$3.85 Million
2.14% of portfolio
|
Q2 2024
Added 0.15%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
46,844
shares
|
$3.81 Million
0.1% of portfolio
|
Q2 2024
Added 8.22%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
43,268
shares
|
$3.52 Million
0.11% of portfolio
|
Q2 2024
Added 36.56%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
41,122
shares
|
$3.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.0%
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
40,978
shares
|
$3.33 Million
2.1% of portfolio
|
Q2 2024
Added 2.31%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
40,424
shares
|
$3.29 Million
0.01% of portfolio
|
Q2 2024
Added 27.86%
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 16, 2024 Q2 2024 |
39,850
shares
|
$3.24 Million
1.43% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
37,637
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
36,837
shares
|
$2.99 Million
1.75% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Lpwm LLC
Minneapolis, MN |
Jul 15, 2024 Q2 2024 |
35,116
shares
|
$2.85 Million
0.97% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
34,751
shares
|
$2.83 Million
0.04% of portfolio
|
Q2 2024
Added 8.98%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
32,917
shares
|
$2.68 Million
0.07% of portfolio
|
Q2 2024
Reduced 22.48%
|
|
Overbrook Management Corp
New York, NY |
Jul 25, 2024 Q2 2024 |
32,523
shares
|
$2.64 Million
0.65% of portfolio
|
Q2 2024
Reduced 21.0%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,329
shares
|
$2.63 Million
0.38% of portfolio
|
Q1 2023
Reduced 2.74%
|
|
Windham Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
31,799
shares
|
$2.59 Million
1.96% of portfolio
|
Q1 2023
New holding
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
30,369
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
30,190
shares
|
$2.45 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
29,763
shares
|
$2.42 Million
0.08% of portfolio
|
Q2 2024
New holding
|