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 |
---|---|---|---|---|---|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
5,238
shares
|
$425,849
0.38% of portfolio
|
Q2 2024
New holding
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
5,158
shares
|
$419,345
0.04% of portfolio
|
Q2 2024
Added 63.8%
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
4,855
shares
|
$394,711
0.0% of portfolio
|
Q2 2024
Added 21.22%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
4,841
shares
|
$393,573
0.2% of portfolio
|
Q2 2024
Added 1.45%
|
|
Bigelow Investment Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
4,811
shares
|
$391,134
0.18% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
4,722
shares
|
$383,898
0.02% of portfolio
|
Q2 2024
Reduced 9.61%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
4,703
shares
|
$382,353
0.01% of portfolio
|
Q2 2024
Added 2.57%
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 08, 2024 Q2 2024 |
4,699
shares
|
$382,028
0.16% of portfolio
|
Q2 2024
Added 1.27%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
4,607
shares
|
$374,549
0.0% of portfolio
|
Q2 2024
Added 20.22%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,579
shares
|
$372,272
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Mosley Wealth Management
Anaheim, CA |
Aug 06, 2024 Q2 2024 |
4,472
shares
|
$363,573
0.3% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
4,389
shares
|
$356,825
0.03% of portfolio
|
Q1 2024
Reduced 6.4%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
4,339
shares
|
$352,760
0.13% of portfolio
|
Q2 2024
Added 33.63%
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2024 Q2 2024 |
4,326
shares
|
$351,703
0.19% of portfolio
|
Q2 2024
Reduced 7.25%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,299
shares
|
$349,508
0.0% of portfolio
|
Q2 2024
Added 47.13%
|
|
Tnf LLC
|
Jul 25, 2024 Q2 2024 |
4,209
shares
|
$342,191
0.12% of portfolio
|
Q2 2024
New holding
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 24, 2024 Q2 2024 |
4,148
shares
|
$337,232
0.14% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
4,125
shares
|
$335,362
0.21% of portfolio
|
Q2 2024
Added 15.03%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,116
shares
|
$334,630
0.06% of portfolio
|
Q2 2024
Added 0.88%
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Aug 13, 2024 Q2 2024 |
4,043
shares
|
$328,695
0.24% of portfolio
|
Q2 2024
New holding
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
4,000
shares
|
$325,200
0.0% of portfolio
|
Q2 2023
Added 2.5%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,970
shares
|
$322,761
0.0% of portfolio
|
Q2 2024
Added 1781.52%
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
3,910
shares
|
$317,883
0.08% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
3,889
shares
|
$316,175
0.08% of portfolio
|
Q3 2023
New holding
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
3,808
shares
|
$309,590
0.04% of portfolio
|
Q2 2024
Added 3.85%
|