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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
240
shares
|
$21,052
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
221
shares
|
$19,386
0.01% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
220
shares
|
$19,298
0.0% of portfolio
|
Q4 2024
Reduced 67.26%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
210
shares
|
$18,421
0.0% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
210
shares
|
$18,421
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
206
shares
|
$18,070
0.0% of portfolio
|
Q2 2022
Added 156.08%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
189
shares
|
$16,579
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
159
shares
|
$13,947
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
155
shares
|
$13,596
0.0% of portfolio
|
Q1 2022
Added 131.34%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
145
shares
|
$12,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
139
shares
|
$12,193
0.0% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
133
shares
|
$11,666
0.01% of portfolio
|
Q3 2022
Reduced 33.17%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
130
shares
|
$11,403
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$10,263
0.01% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
106
shares
|
$9,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
106
shares
|
$9,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
103
shares
|
$9,035
0.0% of portfolio
|
Q2 2024
Added 47.14%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
102
shares
|
$8,947
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
97
shares
|
$8,508
0.0% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
96
shares
|
$8,421
0.0% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
93
shares
|
$8,157
0.0% of portfolio
|
Q4 2024
Reduced 64.77%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
85
shares
|
$7,456
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
75
shares
|
$6,579
0.0% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
70
shares
|
$6,140
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
56
shares
|
$4,912
0.0% of portfolio
|
Q3 2024
New holding
|