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 339 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,667
shares
|
$233,949
0.12% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
2,651
shares
|
$232,545
0.15% of portfolio
|
Q4 2024
Reduced 90.9%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
2,635
shares
|
$231,142
0.04% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,614
shares
|
$229,300
0.08% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
2,605
shares
|
$228,510
0.03% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,598
shares
|
$227,896
0.19% of portfolio
|
Q4 2024
Reduced 38.96%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,590
shares
|
$227,194
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,541
shares
|
$222,896
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,534
shares
|
$222,282
0.01% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,502
shares
|
$219,475
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
2,478
shares
|
$217,370
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
2,456
shares
|
$215,440
0.11% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
2,449
shares
|
$214,826
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,406
shares
|
$211,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,398
shares
|
$210,352
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,349
shares
|
$206,054
0.01% of portfolio
|
Q4 2022
Reduced 6.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,335
shares
|
$204,826
0.01% of portfolio
|
Q3 2024
Added 94.75%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
2,060
shares
|
$180,703
0.0% of portfolio
|
Q1 2024
Reduced 72.75%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,974
shares
|
$173,159
0.09% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,913
shares
|
$167,808
0.07% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,861
shares
|
$163,246
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,800
shares
|
$157,896
0.01% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,735
shares
|
$152,194
0.0% of portfolio
|
Q3 2024
Added 105.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,633
shares
|
$143,246
0.0% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,535
shares
|
$134,650
0.0% of portfolio
|
Q3 2024
Added 25.72%
|