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 324 institutions that hold shares in the stock, with a total of 16.5 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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,398
shares
|
$203,590
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,349
shares
|
$199,430
0.01% of portfolio
|
Q4 2022
Reduced 6.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,335
shares
|
$198,241
0.01% of portfolio
|
Q3 2024
Added 94.75%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
2,288
shares
|
$194,251
0.04% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
2,060
shares
|
$174,894
0.0% of portfolio
|
Q1 2024
Reduced 72.75%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,974
shares
|
$167,592
0.09% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,913
shares
|
$162,413
0.07% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,861
shares
|
$157,998
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,800
shares
|
$152,820
0.01% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,735
shares
|
$147,301
0.0% of portfolio
|
Q3 2024
Added 105.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,633
shares
|
$138,641
0.0% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,535
shares
|
$130,321
0.0% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
1,531
shares
|
$129,981
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
1,271
shares
|
$107,907
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,082
shares
|
$91,861
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
962
shares
|
$81,673
0.11% of portfolio
|
Q3 2022
Added 1750.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
768
shares
|
$65,203
0.02% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
749
shares
|
$63,590
0.0% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
718
shares
|
$60,958
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
672
shares
|
$57,052
0.0% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
661
shares
|
$56,118
0.0% of portfolio
|
Q3 2024
Reduced 83.35%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
629
shares
|
$53,402
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
526
shares
|
$44,657
0.11% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
504
shares
|
$42,789
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
503
shares
|
$42,704
0.01% of portfolio
|
Q3 2024
Added 0.4%
|