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 321 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
438
shares
|
$37,286
0.0% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
426
shares
|
$36,265
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
305
shares
|
$25,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
291
shares
|
$24,772
0.01% of portfolio
|
Q4 2023
Reduced 6.43%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
288
shares
|
$24,517
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
283
shares
|
$24,091
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
264
shares
|
$22,474
0.01% of portfolio
|
Q3 2024
Reduced 46.56%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
261
shares
|
$22,218
0.01% of portfolio
|
Q4 2023
Added 91.91%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
235
shares
|
$20,005
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
221
shares
|
$18,813
0.01% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
210
shares
|
$17,877
0.0% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
210
shares
|
$17,877
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
206
shares
|
$17,536
0.0% of portfolio
|
Q2 2022
Added 156.08%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
189
shares
|
$16,089
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
159
shares
|
$13,535
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
155
shares
|
$13,195
0.0% of portfolio
|
Q1 2022
Added 131.34%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
145
shares
|
$12,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
133
shares
|
$11,322
0.01% of portfolio
|
Q3 2022
Reduced 33.17%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
130
shares
|
$11,066
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
124
shares
|
$10,556
0.0% of portfolio
|
Q3 2024
Added 45.88%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
121
shares
|
$10,300
0.0% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$9,960
0.01% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
106
shares
|
$9,023
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
106
shares
|
$9,023
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
103
shares
|
$8,768
0.0% of portfolio
|
Q2 2024
Added 47.14%
|