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 389 institutions that hold shares in the stock, with a total of 20.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
36
shares
|
$3,156
0.0% of portfolio
|
Q1 2025
Reduced 74.1%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
33
shares
|
$2,893
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
19
shares
|
$1,665
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
16
shares
|
$1,402
0.0% of portfolio
|
Q1 2025
Reduced 99.85%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
15
shares
|
$1,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
12
shares
|
$1,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
5
shares
|
$438
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4
shares
|
$350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1
shares
|
$87
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
1
shares
|
$87
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|