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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
63,096
shares
|
$5.45 Million
2.74% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
61,751
shares
|
$5.33 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
60,408
shares
|
$5.22 Million
4.24% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
58,708
shares
|
$5.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,718
shares
|
$4.9 Million
0.14% of portfolio
|
Q3 2024
Added 245.27%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
56,329
shares
|
$4.86 Million
0.01% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
55,971
shares
|
$4.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
55,000
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2024
Added 305.52%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
54,596
shares
|
$4.71 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
54,421
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
54,231
shares
|
$4.68 Million
0.1% of portfolio
|
Q3 2024
Added 15.77%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
51,972
shares
|
$4.49 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
51,832
shares
|
$4.47 Million
0.04% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
50,799
shares
|
$4.39 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
49,153
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
48,927
shares
|
$4.22 Million
2.51% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
47,618
shares
|
$4.11 Million
0.12% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
47,013
shares
|
$4.06 Million
2.03% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
43,347
shares
|
$3.74 Million
0.13% of portfolio
|
Q3 2024
Added 149.91%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jan 15, 2025 Q4 2024 |
42,595
shares
|
$3.68 Million
2.33% of portfolio
|
Q4 2024
Added 271.2%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
41,709
shares
|
$3.6 Million
2.15% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
40,871
shares
|
$3.53 Million
0.12% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
40,766
shares
|
$3.52 Million
0.45% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
39,371
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.79%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
39,158
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Added 4.04%
|