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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
3,905
shares
|
$332,432
0.05% of portfolio
|
Q3 2024
Added 28.29%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
3,889
shares
|
$331,070
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
3,873
shares
|
$329,708
0.05% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,808
shares
|
$324,175
0.0% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,802
shares
|
$323,664
0.08% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,729
shares
|
$317,449
0.01% of portfolio
|
Q4 2022
Added 17.01%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
3,724
shares
|
$317,024
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
3,590
shares
|
$305,616
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,586
shares
|
$305,276
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
3,583
shares
|
$305,020
0.07% of portfolio
|
Q3 2024
Added 22.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,574
shares
|
$304,254
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,562
shares
|
$303,233
0.01% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,520
shares
|
$299,657
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,509
shares
|
$298,721
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,431
shares
|
$292,081
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,419
shares
|
$291,059
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,401
shares
|
$289,527
0.0% of portfolio
|
Q3 2024
Added 28.24%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,325
shares
|
$283,057
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
3,267
shares
|
$278,119
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,262
shares
|
$277,694
0.13% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
3,232
shares
|
$275,140
0.02% of portfolio
|
Q4 2022
Reduced 36.83%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,231
shares
|
$275,055
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,214
shares
|
$273,607
0.05% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
3,085
shares
|
$262,626
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
3,056
shares
|
$260,157
0.1% of portfolio
|
Q3 2024
Reduced 2.05%
|