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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
7,377
shares
|
$636,856
0.05% of portfolio
|
Q3 2024
Added 43.02%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,281
shares
|
$628,568
0.05% of portfolio
|
Q3 2024
Added 27.96%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
7,265
shares
|
$627,187
0.51% of portfolio
|
Q3 2022
Reduced 3.26%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
7,224
shares
|
$623,647
0.06% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
6,922
shares
|
$597,576
0.25% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
6,800
shares
|
$587,044
0.28% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,771
shares
|
$584,540
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
6,563
shares
|
$566,583
0.12% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
6,521
shares
|
$562,957
0.09% of portfolio
|
Q3 2024
Reduced 87.98%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
6,496
shares
|
$560,799
0.2% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,434
shares
|
$555,447
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
6,402
shares
|
$552,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
6,329
shares
|
$546,382
0.1% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
6,279
shares
|
$542,066
0.19% of portfolio
|
Q3 2024
Added 51.37%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
6,225
shares
|
$537,404
0.03% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
6,119
shares
|
$528,253
0.31% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
6,067
shares
|
$523,764
0.06% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
6,045
shares
|
$521,864
0.11% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
6,040
shares
|
$521,433
0.27% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,911
shares
|
$510,296
0.16% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
5,884
shares
|
$507,965
0.25% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
5,757
shares
|
$497,001
0.05% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,712
shares
|
$493,116
0.01% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
5,672
shares
|
$489,663
0.36% of portfolio
|
Q4 2024
Added 35.11%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
5,593
shares
|
$482,843
0.11% of portfolio
|
Q3 2024
Reduced 1.29%
|