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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
17,233
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,192
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 58.19%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
17,084
shares
|
$1.45 Million
0.57% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
16,676
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
16,234
shares
|
$1.38 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
15,713
shares
|
$1.34 Million
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
15,602
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
15,385
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2024
Added 27.93%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
15,016
shares
|
$1.28 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
14,930
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
14,033
shares
|
$1.19 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
13,602
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,283
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
12,965
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
12,219
shares
|
$1.04 Million
0.31% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
11,870
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
11,772
shares
|
$1 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
11,688
shares
|
$994,999
0.26% of portfolio
|
Q1 2024
Added 5.17%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
11,625
shares
|
$989,636
0.34% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,518
shares
|
$980,527
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Nov 08, 2024 Q3 2024 |
11,475
shares
|
$976,866
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,452
shares
|
$974,908
0.06% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,193
shares
|
$952,860
0.04% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,958
shares
|
$932,854
0.01% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,912
shares
|
$928,938
0.21% of portfolio
|
Q1 2024
Reduced 46.83%
|