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 |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
37,530
shares
|
$3.24 Million
1.37% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,808
shares
|
$3.09 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,329
shares
|
$2.79 Million
0.38% of portfolio
|
Q1 2023
Reduced 2.74%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
31,568
shares
|
$2.73 Million
0.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 29, 2024 Q3 2024 |
31,009
shares
|
$2.68 Million
1.77% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
30,765
shares
|
$2.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
29,139
shares
|
$2.52 Million
1.59% of portfolio
|
Q3 2024
Added 53.96%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
27,589
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2024
Added 69.22%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,277
shares
|
$2.35 Million
0.45% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,801
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
25,206
shares
|
$2.18 Million
0.72% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
24,849
shares
|
$2.15 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
24,258
shares
|
$2.09 Million
0.09% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
23,371
shares
|
$2.02 Million
0.43% of portfolio
|
Q4 2024
Reduced 19.48%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
23,015
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
22,103
shares
|
$1.91 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
21,118
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
20,816
shares
|
$1.8 Million
0.99% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,610
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,586
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.58%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20,489
shares
|
$1.77 Million
0.61% of portfolio
|
Q1 2023
Added 1.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
20,156
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
20,096
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,399
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.94%
|