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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
14,365
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,130
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 23.38%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
14,033
shares
|
$1.18 Million
0.7% of portfolio
|
Q4 2022
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
13,309
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,283
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
12,965
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2022
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
12,646
shares
|
$1.07 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
12,237
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
12,225
shares
|
$1.03 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,137
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 44.61%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
11,904
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,870
shares
|
$1 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
11,804
shares
|
$995,667
0.38% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
11,750
shares
|
$991,112
0.08% of portfolio
|
Q4 2024
Added 61.38%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
11,688
shares
|
$985,882
0.26% of portfolio
|
Q1 2024
Added 5.17%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
11,639
shares
|
$981,749
0.23% of portfolio
|
Q4 2024
Reduced 47.34%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
11,582
shares
|
$976,941
0.01% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
11,385
shares
|
$960,324
0.01% of portfolio
|
Q4 2024
Added 30.28%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,366
shares
|
$958,722
0.33% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
11,236
shares
|
$947,756
0.48% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
11,209
shares
|
$945,479
0.29% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
11,113
shares
|
$937,381
0.19% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
11,024
shares
|
$929,874
0.37% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
10,963
shares
|
$924,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,912
shares
|
$920,427
0.21% of portfolio
|
Q1 2024
Reduced 46.83%
|