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 |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
11,236
shares
|
$970,003
0.48% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,193
shares
|
$966,291
0.04% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,958
shares
|
$946,004
0.01% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,912
shares
|
$942,032
0.21% of portfolio
|
Q1 2024
Reduced 46.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
10,885
shares
|
$939,702
0.39% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
10,511
shares
|
$907,414
0.32% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
10,392
shares
|
$897,141
0.0% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
10,302
shares
|
$889,371
0.02% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,094
shares
|
$871,415
0.05% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,850
shares
|
$850,350
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
9,594
shares
|
$828,250
0.04% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
9,541
shares
|
$823,674
0.25% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
9,197
shares
|
$793,977
0.16% of portfolio
|
Q3 2024
Added 37.1%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,087
shares
|
$784,480
0.01% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,887
shares
|
$767,214
0.03% of portfolio
|
Q3 2024
Added 174.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,861
shares
|
$764,970
0.03% of portfolio
|
Q1 2020
Reduced 97.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
8,425
shares
|
$727,330
0.01% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,393
shares
|
$724,567
0.02% of portfolio
|
Q3 2024
Added 122.57%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
8,200
shares
|
$707,906
0.43% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,124
shares
|
$701,344
0.06% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,071
shares
|
$696,769
0.03% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
8,052
shares
|
$695,129
0.22% of portfolio
|
Q4 2024
Reduced 77.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,952
shares
|
$686,496
0.0% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
7,610
shares
|
$656,971
0.01% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
7,560
shares
|
$652,654
0.01% of portfolio
|
Q2 2024
Reduced 16.99%
|