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 333 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,571
shares
|
$484,899
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
5,473
shares
|
$476,369
0.08% of portfolio
|
Q3 2024
Added 16.47%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
5,431
shares
|
$472,714
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,408
shares
|
$470,712
0.02% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,324
shares
|
$463,400
0.39% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
5,323
shares
|
$463,313
0.04% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,242
shares
|
$456,263
0.2% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
4,902
shares
|
$426,670
0.0% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
4,823
shares
|
$419,793
0.21% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,666
shares
|
$406,128
0.02% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
4,602
shares
|
$400,558
0.27% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,579
shares
|
$398,556
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,491
shares
|
$390,896
0.17% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,438
shares
|
$386,283
0.01% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Pflug Koory, LLC
|
Jan 15, 2025 Q3 2024 |
4,392
shares
|
$382,279
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
4,331
shares
|
$376,970
0.0% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,298
shares
|
$374,097
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
4,292
shares
|
$373,575
0.05% of portfolio
|
Q4 2024
Added 76.77%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
4,256
shares
|
$370,442
0.33% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,248
shares
|
$369,745
0.12% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,237
shares
|
$368,788
0.02% of portfolio
|
Q3 2024
Added 48.93%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,220
shares
|
$367,308
0.04% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,211
shares
|
$366,525
0.08% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
4,173
shares
|
$363,217
0.21% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,142
shares
|
$360,519
0.12% of portfolio
|
Q3 2024
Reduced 1.59%
|