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 |
---|---|---|---|---|---|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
7,199
shares
|
$585,278
0.01% of portfolio
|
Q1 2024
Added 1444.85%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
7,146
shares
|
$580,969
0.01% of portfolio
|
Q2 2024
Added 10.4%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
7,145
shares
|
$580,888
0.27% of portfolio
|
Q2 2024
Added 0.34%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
6,783
shares
|
$551,457
0.01% of portfolio
|
Q2 2024
Added 8.23%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
6,769
shares
|
$550,319
0.01% of portfolio
|
Q2 2024
Reduced 57.48%
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
6,744
shares
|
$548,287
0.26% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Gries Financial LLC
Cleveland, OH |
Aug 02, 2024 Q2 2024 |
6,708
shares
|
$545,360
0.12% of portfolio
|
Q2 2024
Added 19.66%
|
|
Aletheian Wealth Advisors LLC
|
Jul 26, 2024 Q2 2024 |
6,494
shares
|
$527,962
0.28% of portfolio
|
Q2 2024
Added 13.18%
|
|
Jb Capital LLC
|
Jul 24, 2024 Q2 2024 |
6,440
shares
|
$523,572
0.03% of portfolio
|
Q2 2024
Added 10.33%
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
6,271
shares
|
$509,832
0.11% of portfolio
|
Q2 2024
Added 1.41%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
6,264
shares
|
$509,263
0.02% of portfolio
|
Q2 2024
Added 19.56%
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
6,220
shares
|
$505,686
0.05% of portfolio
|
Q2 2024
Added 24.55%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2024 Q2 2024 |
6,204
shares
|
$504,385
0.12% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
5,966
shares
|
$485,035
0.05% of portfolio
|
Q1 2024
Added 26.75%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 24, 2024 Q2 2024 |
5,917
shares
|
$481,052
0.16% of portfolio
|
Q2 2024
Added 5.55%
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Jul 23, 2024 Q2 2024 |
5,901
shares
|
$479,751
0.27% of portfolio
|
Q2 2024
Added 6.06%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
5,805
shares
|
$471,946
0.11% of portfolio
|
Q2 2024
New holding
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 14, 2024 Q2 2024 |
5,694
shares
|
$462,922
0.09% of portfolio
|
Q2 2024
Added 55.79%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
5,693
shares
|
$462,840
0.05% of portfolio
|
Q2 2024
Added 2.74%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
5,690
shares
|
$462,597
0.04% of portfolio
|
Q2 2024
Reduced 73.21%
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
5,666
shares
|
$460,645
0.1% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,537
shares
|
$450,158
0.01% of portfolio
|
Q2 2024
Reduced 11.18%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
5,513
shares
|
$448,206
0.02% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
5,428
shares
|
$441,296
0.07% of portfolio
|
Q2 2024
Added 28.81%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
5,370
shares
|
$436,581
0.16% of portfolio
|
Q2 2024
Reduced 51.01%
|