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 |
---|---|---|---|---|---|
Windsor Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
10,691
shares
|
$869,178
0.27% of portfolio
|
Q2 2024
Added 10.32%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
10,472
shares
|
$851,373
0.38% of portfolio
|
Q2 2024
Added 147.27%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
10,399
shares
|
$845,438
0.01% of portfolio
|
Q2 2024
Reduced 36.53%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
10,336
shares
|
$840,316
0.31% of portfolio
|
Q2 2024
Added 6.18%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
10,042
shares
|
$816,414
0.04% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
9,974
shares
|
$810,886
0.0% of portfolio
|
Q2 2024
Added 56.55%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
9,938
shares
|
$807,959
0.31% of portfolio
|
Q1 2024
Added 37.42%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
9,813
shares
|
$797,796
0.08% of portfolio
|
Q1 2024
Added 0.49%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 12, 2024 Q2 2024 |
9,808
shares
|
$797,390
0.43% of portfolio
|
Q2 2024
Added 19.3%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
9,768
shares
|
$794,138
0.29% of portfolio
|
Q2 2024
Added 4.91%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
9,623
shares
|
$782,349
0.02% of portfolio
|
Q2 2024
Added 16.77%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
9,554
shares
|
$776,740
0.1% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
9,070
shares
|
$737,391
0.05% of portfolio
|
Q2 2024
Added 249.25%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,861
shares
|
$720,399
0.03% of portfolio
|
Q1 2020
Reduced 97.35%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
8,244
shares
|
$670,237
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
8,066
shares
|
$655,765
0.01% of portfolio
|
Q2 2024
Added 27.12%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
7,849
shares
|
$638,123
0.06% of portfolio
|
Q2 2024
Added 23.78%
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Jul 29, 2024 Q2 2024 |
7,842
shares
|
$637,554
0.43% of portfolio
|
Q2 2024
Added 0.36%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
7,686
shares
|
$624,871
0.03% of portfolio
|
Q2 2024
Added 52.71%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
7,637
shares
|
$620,888
0.0% of portfolio
|
Q2 2024
Added 20.12%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
7,621
shares
|
$619,587
0.01% of portfolio
|
Q2 2024
Added 26.24%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
7,560
shares
|
$614,628
0.01% of portfolio
|
Q2 2024
Reduced 16.99%
|
|
Rhs Financial, LLC
|
Jul 16, 2024 Q2 2024 |
7,380
shares
|
$599,994
0.36% of portfolio
|
Q2 2024
Reduced 10.86%
|
|
Westshore Wealth, LLC
|
Feb 15, 2024 Q4 2023 |
7,375
shares
|
$599,587
0.27% of portfolio
|
Q3 2023
Reduced 46.62%
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
7,265
shares
|
$590,644
0.51% of portfolio
|
Q3 2022
Reduced 3.26%
|