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 368 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 $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
80,611
shares
|
$6.8 Million
1.58% of portfolio
|
Q2 2024
Added 14.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
80,214
shares
|
$6.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
78,297
shares
|
$6.6 Million
0.07% of portfolio
|
Q4 2024
Added 43.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
78,061
shares
|
$6.58 Million
0.06% of portfolio
|
Q4 2024
Added 39.47%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
76,754
shares
|
$6.47 Million
0.13% of portfolio
|
Q4 2024
Added 41.53%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
76,274
shares
|
$6.43 Million
1.48% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
70,768
shares
|
$5.97 Million
0.01% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,858
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
64,838
shares
|
$5.47 Million
3.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
63,096
shares
|
$5.32 Million
2.74% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
62,449
shares
|
$5.27 Million
0.02% of portfolio
|
Q4 2024
Added 58.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,839
shares
|
$4.96 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
58,443
shares
|
$4.93 Million
0.05% of portfolio
|
Q4 2024
Added 543.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
57,799
shares
|
$4.88 Million
0.05% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
57,131
shares
|
$4.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
56,329
shares
|
$4.75 Million
0.01% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
55,618
shares
|
$4.69 Million
0.16% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
54,508
shares
|
$4.6 Million
5.03% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
54,180
shares
|
$4.57 Million
0.2% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
54,017
shares
|
$4.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
53,975
shares
|
$4.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
51,972
shares
|
$4.38 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
50,902
shares
|
$4.29 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
49,309
shares
|
$4.16 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
48,818
shares
|
$4.12 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.22%
|