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 |
---|---|---|---|---|---|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
29,644
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Added 209.24%
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,277
shares
|
$2.22 Million
0.45% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
Retireful, LLC
|
Jul 31, 2024 Q2 2024 |
27,132
shares
|
$2.21 Million
1.01% of portfolio
|
Q2 2024
Reduced 30.21%
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
27,096
shares
|
$2.2 Million
0.78% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
26,389
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2024
Added 857.16%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,801
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
25,597
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2024
Added 4.17%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
24,057
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.85%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
23,920
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2024
Added 1.31%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
23,640
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2024
Added 28.2%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
23,558
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2024
Added 214.82%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
22,720
shares
|
$1.85 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.06%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
22,193
shares
|
$1.8 Million
0.42% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
20,937
shares
|
$1.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
20,849
shares
|
$1.7 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Aug 09, 2024 Q2 2024 |
20,545
shares
|
$1.67 Million
1.45% of portfolio
|
Q2 2024
Added 33.26%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20,489
shares
|
$1.67 Million
0.61% of portfolio
|
Q1 2023
Added 1.32%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
20,010
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Aug 02, 2024 Q2 2024 |
18,926
shares
|
$1.54 Million
1.04% of portfolio
|
Q2 2024
Added 169.83%
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
18,770
shares
|
$1.53 Million
0.63% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 02, 2024 Q2 2024 |
17,650
shares
|
$1.43 Million
0.77% of portfolio
|
Q4 2021
New holding
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2024 Q2 2024 |
17,423
shares
|
$1.42 Million
0.26% of portfolio
|
Q2 2024
Added 26.35%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
17,345
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2024
Reduced 58.53%
|
|
Steel Peak Wealth Management LLC
|
Jul 16, 2024 Q2 2024 |
17,298
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2024
Added 12.63%
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 13, 2024 Q2 2024 |
17,071
shares
|
$1.39 Million
0.57% of portfolio
|
Q2 2024
Added 1.22%
|