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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,133
shares
|
$356,801
0.01% of portfolio
|
Q3 2024
Reduced 80.26%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,133
shares
|
$356,801
0.05% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
4,108
shares
|
$354,643
0.0% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,094
shares
|
$353,435
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
4,067
shares
|
$351,104
0.07% of portfolio
|
Q4 2024
Added 77.75%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,033
shares
|
$348,168
0.02% of portfolio
|
Q4 2024
Added 23.45%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
4,001
shares
|
$345,406
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,985
shares
|
$344,025
0.07% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
3,905
shares
|
$337,118
0.05% of portfolio
|
Q3 2024
Added 28.29%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
3,889
shares
|
$335,737
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
3,873
shares
|
$334,356
0.05% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,808
shares
|
$328,744
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,802
shares
|
$328,226
0.08% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,729
shares
|
$321,924
0.01% of portfolio
|
Q4 2022
Added 17.01%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
3,724
shares
|
$321,492
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
3,590
shares
|
$309,924
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,586
shares
|
$309,579
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
3,583
shares
|
$309,320
0.07% of portfolio
|
Q3 2024
Added 22.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,574
shares
|
$308,543
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,562
shares
|
$307,507
0.01% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
3,521
shares
|
$303,967
0.21% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,520
shares
|
$303,881
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,509
shares
|
$302,931
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,431
shares
|
$296,198
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,419
shares
|
$295,162
0.01% of portfolio
|
Q3 2024
New holding
|