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 |
---|---|---|---|---|---|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
3,771
shares
|
$306,582
0.01% of portfolio
|
Q2 2024
Added 18.1%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,729
shares
|
$303,167
0.01% of portfolio
|
Q4 2022
Added 17.01%
|
|
Wbh Advisory Inc
|
Jul 11, 2024 Q2 2024 |
3,725
shares
|
$302,842
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,684
shares
|
$299,509
0.04% of portfolio
|
Q2 2024
New holding
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
3,667
shares
|
$298,127
0.04% of portfolio
|
Q2 2024
Added 11.8%
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jul 12, 2024 Q2 2024 |
3,611
shares
|
$293,574
0.25% of portfolio
|
Q2 2024
New holding
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
3,588
shares
|
$291,704
0.07% of portfolio
|
Q2 2024
Added 17.6%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
3,581
shares
|
$291,135
0.02% of portfolio
|
Q2 2024
Added 10.76%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,562
shares
|
$289,590
0.01% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
3,529
shares
|
$286,907
0.0% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,509
shares
|
$285,281
0.21% of portfolio
|
Q3 2023
New holding
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,463
shares
|
$281,541
0.06% of portfolio
|
Q2 2024
Added 23.94%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Aug 05, 2024 Q2 2024 |
3,449
shares
|
$280,403
0.04% of portfolio
|
Q2 2024
Added 11.65%
|
|
Pettinga Financial Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
3,434
shares
|
$279,184
0.07% of portfolio
|
Q2 2024
Reduced 21.85%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,419
shares
|
$277,964
0.0% of portfolio
|
Q2 2024
Added 22.5%
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
3,413
shares
|
$277,476
0.0% of portfolio
|
Q2 2024
Added 4.15%
|
|
Shore Haven Wealth Partners, LLC
|
Jul 24, 2024 Q2 2024 |
3,293
shares
|
$267,720
0.14% of portfolio
|
Q2 2024
Added 1.45%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,235
shares
|
$263,005
0.01% of portfolio
|
Q2 2024
New holding
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,232
shares
|
$262,761
0.02% of portfolio
|
Q4 2022
Reduced 36.83%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
3,231
shares
|
$262,680
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
3,183
shares
|
$258,777
0.01% of portfolio
|
Q2 2024
Reduced 26.78%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
3,153
shares
|
$256,338
0.09% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Keystone Financial Services
|
Jul 23, 2024 Q2 2024 |
3,120
shares
|
$253,656
0.1% of portfolio
|
Q2 2024
Added 7.11%
|
|
Sharkey, Howes & Javer
|
Jul 17, 2024 Q2 2024 |
3,044
shares
|
$247,477
0.04% of portfolio
|
Q2 2024
New holding
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,027
shares
|
$246,095
0.1% of portfolio
|
Q3 2023
Reduced 0.33%
|