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 $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,694
shares
|
$229,151
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,667
shares
|
$226,855
0.12% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
2,651
shares
|
$225,494
0.15% of portfolio
|
Q4 2024
Reduced 90.9%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
2,635
shares
|
$224,133
0.05% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
2,605
shares
|
$221,581
0.03% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,598
shares
|
$220,985
0.19% of portfolio
|
Q4 2024
Reduced 38.96%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,590
shares
|
$220,305
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,562
shares
|
$217,923
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,541
shares
|
$216,137
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
|
$215,542
0.01% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
2,476
shares
|
$210,608
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
2,456
shares
|
$208,907
0.11% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
2,406
shares
|
$204,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,398
shares
|
$203,973
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,349
shares
|
$199,805
0.01% of portfolio
|
Q4 2022
Reduced 6.45%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,290
shares
|
$194,787
0.01% of portfolio
|
Q4 2024
Added 49.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,211
shares
|
$188,067
0.01% of portfolio
|
Q4 2024
Added 35.39%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
2,060
shares
|
$175,223
0.0% of portfolio
|
Q1 2024
Reduced 72.75%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,975
shares
|
$167,993
0.09% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,800
shares
|
$153,108
0.01% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,631
shares
|
$138,732
0.01% of portfolio
|
Q4 2024
Reduced 54.36%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,515
shares
|
$128,865
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,392
shares
|
$118,403
0.02% of portfolio
|
Q4 2024
Reduced 88.71%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,279
shares
|
$108,791
0.0% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,276
shares
|
$108,536
0.05% of portfolio
|
Q4 2024
Added 0.39%
|