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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
47,303
shares
|
$3.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
47,278
shares
|
$3.99 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
47,256
shares
|
$3.99 Million
2.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
43,458
shares
|
$3.67 Million
0.01% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jan 15, 2025 Q4 2024 |
42,595
shares
|
$3.59 Million
2.33% of portfolio
|
Q4 2024
Added 271.2%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
40,871
shares
|
$3.45 Million
0.12% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
40,766
shares
|
$3.44 Million
0.45% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
40,704
shares
|
$3.43 Million
2.01% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
37,530
shares
|
$3.17 Million
1.37% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,808
shares
|
$3.02 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
33,715
shares
|
$2.84 Million
0.02% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
32,691
shares
|
$2.76 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,329
shares
|
$2.73 Million
0.38% of portfolio
|
Q1 2023
Reduced 2.74%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
31,538
shares
|
$2.66 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
29,200
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
28,054
shares
|
$2.37 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,810
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2024
Added 34.93%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
27,689
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
27,439
shares
|
$2.31 Million
0.1% of portfolio
|
Q4 2024
Added 48.54%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,277
shares
|
$2.3 Million
0.45% of portfolio
|
Q4 2022
Reduced 37.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,801
shares
|
$2.18 Million
0.08% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,637
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Added 32.16%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
25,304
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Added 64.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
25,125
shares
|
$2.12 Million
0.03% of portfolio
|
Q4 2024
Added 25.02%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
24,938
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2024
Added 44.71%
|