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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
182,740
shares
|
$15.5 Million
0.06% of portfolio
|
Q4 2024
Added 44.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
180,897
shares
|
$15.4 Million
0.19% of portfolio
|
Q4 2024
Added 33.24%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
178,758
shares
|
$15.2 Million
2.85% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
176,378
shares
|
$15 Million
3.1% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
174,636
shares
|
$14.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
168,094
shares
|
$14.3 Million
1.57% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
163,761
shares
|
$13.9 Million
3.5% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
147,715
shares
|
$12.6 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
142,736
shares
|
$12.1 Million
11.16% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
141,367
shares
|
$12 Million
0.42% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
131,821
shares
|
$11.2 Million
0.04% of portfolio
|
Q4 2024
Added 25.09%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
127,277
shares
|
$10.8 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
119,923
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2024
Added 597.55%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
119,279
shares
|
$10.1 Million
2.15% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
114,021
shares
|
$9.7 Million
0.08% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
112,270
shares
|
$9.55 Million
0.02% of portfolio
|
Q4 2024
Added 128.41%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
109,694
shares
|
$9.33 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
102,413
shares
|
$8.71 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
99,736
shares
|
$8.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
99,269
shares
|
$8.44 Million
0.01% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
91,117
shares
|
$7.75 Million
2.64% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
90,194
shares
|
$7.67 Million
1.15% of portfolio
|
Q4 2024
Added 1283.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
83,350
shares
|
$7.09 Million
0.04% of portfolio
|
Q4 2024
Added 28.81%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
82,615
shares
|
$7.03 Million
0.0% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
81,358
shares
|
$6.92 Million
2.47% of portfolio
|
Q4 2024
Added 6.94%
|