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 |
---|---|---|---|---|---|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
17,060
shares
|
$1.39 Million
0.69% of portfolio
|
Q2 2024
Added 48.14%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
16,650
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2024
Added 22.11%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
16,427
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
16,349
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Added 18.41%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
16,304
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 24, 2024 Q2 2024 |
15,752
shares
|
$1.28 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.27%
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
15,713
shares
|
$1.28 Million
0.43% of portfolio
|
Q2 2022
New holding
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
15,385
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2024
Added 27.93%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
15,103
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Hohimer Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
15,016
shares
|
$1.22 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
14,487
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Added 26.48%
|
|
Econ Financial Services Corp
|
Aug 12, 2024 Q2 2024 |
14,358
shares
|
$1.17 Million
0.7% of portfolio
|
Q2 2024
Added 2.13%
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
14,033
shares
|
$1.14 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
13,563
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 77.53%
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
13,268
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
12,965
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
12,780
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
12,440
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Horst & Graben Wealth Management LLC
|
Jul 23, 2024 Q2 2024 |
11,977
shares
|
$973,730
0.19% of portfolio
|
Q2 2024
Added 1.29%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
11,844
shares
|
$962,917
0.39% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
11,688
shares
|
$950,234
0.27% of portfolio
|
Q1 2024
Added 5.17%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
11,545
shares
|
$938,608
0.33% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
11,515
shares
|
$936,169
0.0% of portfolio
|
Q2 2024
Added 3.0%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,912
shares
|
$887,145
0.21% of portfolio
|
Q1 2024
Reduced 46.83%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
10,851
shares
|
$882,186
0.06% of portfolio
|
Q2 2024
Added 27.49%
|