Who owns Ishares Tr conv bd etf?
- Ticker: ICVT
- CUSIP Number: 46435g102
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr conv bd etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr conv bd etf stock
Who bought or sold Ishares Tr conv bd etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.0M | $160M | 19% | Mar 2024 |
|
| Assetmark | 1.5M | $119M | -5% | Mar 2024 |
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| Envestnet Asset Management | 956k | $76M | 363% | Mar 2024 |
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| Financial Gravity Wealth | 922k | $65M | 0% | Dec 2023 |
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| LPL Financial | 464k | $37M | 108% | Mar 2024 |
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| Amg National Trust Bank | 450k | $36M | 8% | Mar 2024 |
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| New York Life Investment Management | 437k | $35M | 25% | Mar 2024 |
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| Advisory Alpha | 420k | $34M | 4% | Mar 2024 |
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| Greenleaf Trust | 389k | $31M | 32% | Mar 2024 |
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| Prestige Wealth Management Group | 335k | $27M | 15% | Mar 2024 |
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| BlackRock | 334k | $27M | 481% | Mar 2024 |
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| Baker Avenue Asset Management | 268k | $21M | -5% | Mar 2024 |
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| Gradient Investments | 238k | $19M | -4% | Mar 2024 |
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| Tradewinds Capital Management | 232k | $19M | 5431% | Mar 2024 |
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| Morgan Stanley | 229k | $20M | 106% | Mar 2024 |
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| Ameriprise Financial | 229k | $18M | -44% | Mar 2024 |
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| Nomura Asset Management | 222k | $18M | -9% | Mar 2024 |
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| CWM | 214k | $17M | 245% | Mar 2024 |
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| Wright Fund Managment | 205k | $16M | 100% | Mar 2024 |
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| Alliancebernstein | 186k | $15M | 7% | Dec 2023 |
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| Advisor Group Holdings | 181k | $14M | -25% | Mar 2024 |
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| Cornerstone Planning Group | 147k | $11M | 3% | Mar 2024 |
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| Osborne Partners Capital Management | 142k | $11M | 3% | Mar 2024 |
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| Jpmorgan Chase & Co | 137k | $11M | 548% | Mar 2024 |
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| Aire Advisors | 125k | $10M | 0% | Mar 2024 |
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| Adams Wealth Management | 124k | $9.8M | 4% | Dec 2023 |
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| 360 Financial | 119k | $9.5M | 85% | Mar 2024 |
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| Envestnet Portfolio Solutions | 114k | $9.1M | 579% | Mar 2024 |
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| Resources Investment Advisors | 97k | $7.8M | 100% | Mar 2024 |
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| Stifel Financial | 94k | $7.5M | 20% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 88k | $6.9M | 17% | Dec 2023 |
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| Raymond James & Associates | 86k | $6.8M | 2% | Mar 2024 |
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| Royal Bank of Canada | 85k | $6.7M | 20% | Mar 2024 |
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| UBS Group | 71k | $5.7M | -5% | Mar 2024 |
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| Raymond James Financial Services Advisors | 65k | $5.2M | -37% | Mar 2024 |
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| Thrivent Financial for Lutherans | 62k | $5.0M | -60% | Mar 2024 |
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| Kades & Cheifetz | 61k | $4.9M | 2% | Mar 2024 |
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| HighTower Advisors | 55k | $4.4M | 2% | Mar 2024 |
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| Florin Court Capital | 53k | $4.3M | 38% | Mar 2024 |
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| Aveo Capital Partners | 52k | $4.0M | 2% | Mar 2024 |
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| Mercer Global Advisors | 51k | $4.1M | -2% | Mar 2024 |
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| Baron Financial Group | 50k | $4.0M | 1% | Mar 2024 |
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| United Capital Financial Advisers | 49k | $3.9M | 566% | Mar 2024 |
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| Park Avenue Securities | 48k | $3.9M | 961% | Mar 2024 |
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| Wetzel Investment Advisors | 47k | $3.6M | 3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 45k | $3.6M | 41% | Mar 2024 |
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| Beaumont Capital Management | 44k | $3.5M | -2% | Mar 2024 |
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| Foundations Investment Advisors | 43k | $3.5M | 100% | Mar 2024 |
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| National Asset Management | 43k | $3.2M | -18% | Mar 2024 |
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| Overbrook Management Corp. | 41k | $3.3M | -16% | Mar 2024 |
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| Capital Wealth Management | 41k | $3.2M | 12% | Mar 2024 |
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| Horizon Financial Services | 40k | $3.2M | 2% | Mar 2024 |
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| Retireful | 39k | $3.1M | 772% | Mar 2024 |
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| Branch Banking & Trust Company | 38k | $3.0M | 60% | Mar 2024 |
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| Pictet North America Advisors SA | 37k | $3.0M | 100% | Mar 2024 |
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| Aspire Wealth Management Corp | 37k | $3.0M | 0% | Mar 2024 |
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| LPWM | 36k | $2.8M | 0% | Mar 2024 |
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| Oppenheimer Asset Management | 32k | $2.5M | -54% | Mar 2024 |
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| Windham Capital Management | 32k | $2.5M | 0% | Dec 2023 |
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| Dynamic Advisors Solutions | 32k | $2.5M | 7% | Mar 2024 |
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| Bank of New York Mellon | 32k | $2.5M | 100% | Mar 2024 |
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| Janney Montgomery Scott | 32k | $2.5M | 954% | Mar 2024 |
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| Private Advisor | 30k | $2.4M | -39% | Mar 2024 |
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| Provident Wealth Management | 29k | $2.3M | -3% | Mar 2024 |
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| Oppenheimer & Co | 26k | $2.0M | 4% | Mar 2024 |
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| Csenge Advisory Group | 25k | $2.0M | 100% | Mar 2024 |
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| Axxcess Wealth Management | 25k | $2.0M | -15% | Dec 2023 |
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| Atria Wealth Solutions | 25k | $2.0M | 23% | Mar 2024 |
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| Commonwealth Equity Services | 25k | $2.0M | -36% | Mar 2024 |
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| Toroso Investments | 24k | $1.9M | 24% | Mar 2024 |
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| Schonfeld Strategic Advisors | 23k | $1.8M | 6% | Mar 2024 |
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| Goss Wealth Management | 23k | $1.8M | -50% | Mar 2024 |
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| Key FInancial | 23k | $1.8M | 0% | Mar 2024 |
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| Ascent Group | 21k | $1.7M | 5% | Mar 2024 |
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| TSA Wealth Managment | 20k | $1.6M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 18k | $1.5M | 6% | Mar 2024 |
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| Icapital Wealth | 18k | $1.4M | 0% | Mar 2024 |
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| Capital Asset Advisory Services | 17k | $1.3M | -2% | Mar 2024 |
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| Atria Investments | 17k | $1.3M | -76% | Dec 2023 |
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| H D Vest Advisory Services | 16k | $1.3M | -10% | Mar 2024 |
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| Modera Wealth Management | 16k | $1.3M | -11% | Mar 2024 |
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| Steel Peak Wealth Management | 15k | $1.2M | 100% | Mar 2024 |
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| Hanson McClain Advisors | 15k | $1.2M | -1% | Mar 2024 |
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| Hohimer Wealth Management | 15k | $1.2M | 0% | Mar 2024 |
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| Econ Financial Services Corp | 14k | $1.1M | -43% | Mar 2024 |
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| Us Bancorp | 14k | $1.1M | 931% | Mar 2024 |
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| Dark Forest Capital Management | 14k | $1.1M | -73% | Mar 2024 |
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| Herold Advisors | 12k | $993k | -1% | Mar 2024 |
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| Outlook Wealth Advisors | 12k | $991k | 5% | Mar 2024 |
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| Capital Advisory Group Advisory Services | 12k | $983k | 2% | Mar 2024 |
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| Mirae Asset Global Investments | 12k | $960k | -10% | Mar 2024 |
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| Global Financial Private Client | 12k | $953k | 45% | Mar 2024 |
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| Horst & Graben Wealth Management | 12k | $944k | 100% | Mar 2024 |
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| Archer Investment Corp | 12k | $933k | 5% | Mar 2024 |
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| Anfield Capital Management | 12k | $919k | 17% | Mar 2024 |
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| D.A. Davidson & Co. | 12k | $914k | 100% | Mar 2024 |
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| Brian McDonald | 11k | $893k | 381% | Mar 2024 |
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| Northwest Capital Management | 11k | $875k | -14% | Mar 2024 |
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| Eudaimonia Partners | 11k | $871k | -47% | Mar 2024 |
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| OneAscent Financial Services | 11k | $847k | 3% | Mar 2024 |
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| J.w. Cole Advisors | 10k | $823k | 20% | Mar 2024 |
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| Spire Wealth Management | 10k | $819k | 41% | Mar 2024 |
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| Centurion Wealth Management | 9.9k | $793k | 37% | Mar 2024 |
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| CoreCap Advisors | 9.9k | $780k | -1% | Dec 2023 |
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| Windsor Capital Management | 9.7k | $774k | 2% | Mar 2024 |
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| Richard W. Paul & Associates | 9.6k | $756k | -1% | Dec 2023 |
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| Advisory Services Network | 9.1k | $727k | 10% | Mar 2024 |
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| Strategic Blueprint | 8.5k | $679k | 100% | Mar 2024 |
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| IFP Advisors | 8.4k | $663k | -23% | Dec 2023 |
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| RHS Financial | 8.3k | $661k | -1% | Mar 2024 |
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| Perigon Wealth Management | 8.2k | $658k | 100% | Mar 2024 |
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| Quad-Cities Investment Group | 8.2k | $656k | 4% | Mar 2024 |
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| Comprehensive Wealth Management | 8.1k | $645k | 9% | Mar 2024 |
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| Calamos Wealth Management | 8.0k | $635k | -74% | Mar 2024 |
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| Millington Financial Advisors | 7.8k | $624k | 2% | Mar 2024 |
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| Mutual Advisors | 7.5k | $597k | -71% | Mar 2024 |
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| Kestra Advisory Services | 7.4k | $580k | -20% | Dec 2023 |
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| Westshore Wealth | 7.4k | $580k | 0% | Dec 2023 |
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| Stratos Wealth Partners | 7.2k | $579k | -6% | Mar 2024 |
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| Ronald Blue Trust | 7.2k | $575k | 1445% | Mar 2024 |
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| Independent Wealth Network | 7.1k | $569k | -1% | Mar 2024 |
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| Ffg Retirement Advisors | 7.0k | $560k | 35% | Mar 2024 |
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| Hanlon Investment Management | 6.5k | $522k | 31% | Mar 2024 |
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| Brookstone Capital Management | 6.5k | $517k | 100% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 6.4k | $508k | -50% | Mar 2024 |
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| AE Wealth Management | 6.3k | $506k | -58% | Mar 2024 |
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| Creative Financial Designs | 6.3k | $506k | 82% | Mar 2024 |
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| Scissortail Wealth Management | 6.3k | $506k | -4% | Mar 2024 |
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| Snowden Capital Advisors | 6.2k | $498k | -1% | Mar 2024 |
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| Ridgewood Investments | 6.2k | $489k | 12% | Dec 2023 |
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| Security Financial Services | 6.2k | $494k | 100% | Mar 2024 |
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| Simplicity Wealth | 6.0k | $482k | 100% | Mar 2024 |
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| Advisors Asset Management | 6.0k | $471k | 0% | Dec 2023 |
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| Transamerica Financial Advisors | 6.0k | $477k | 27% | Mar 2024 |
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| JB Capital | 5.8k | $466k | 127% | Mar 2024 |
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| Aletheian Wealth Advisors | 5.7k | $458k | 0% | Mar 2024 |
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| Summit X | 5.7k | $457k | 100% | Mar 2024 |
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| Qube Research & Technologies | 5.6k | $450k | 117% | Mar 2024 |
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| Bay Harbor Wealth Management | 5.6k | $448k | 50864% | Mar 2024 |
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| Gries Financial | 5.6k | $448k | 100% | Mar 2024 |
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| Strategic Wealth Designers | 5.6k | $441k | 100% | Dec 2023 |
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| Shared Vision Wealth Group | 5.6k | $444k | 100% | Mar 2024 |
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| Austin Private Wealth | 5.5k | $438k | 100% | Mar 2024 |
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| SigFig Wealth Management | 5.2k | $418k | 100% | Mar 2024 |
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| McAdam | 5.2k | $417k | 0% | Mar 2024 |
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| Farther Finance Advisors | 5.0k | $401k | 512% | Mar 2024 |
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| Bigelow Investment Advisors | 5.0k | $396k | -5% | Mar 2024 |
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| Acorn Wealth Advisors | 4.8k | $381k | 1% | Mar 2024 |
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| O'rourke & Company | 4.7k | $372k | 3% | Mar 2024 |
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| Scarborough Advisors | 4.6k | $370k | 3337% | Mar 2024 |
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| Pflug Koory | 4.4k | $350k | -6% | Mar 2024 |
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| Hilltop Partners | 3.2k | $254k | -95% | Dec 2023 |
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| Compagnie Lombard, Odier SCA | 2.1k | $165k | -73% | Mar 2024 |
|
| Continuum Advisory | 461.00 | $36k | -91% | Mar 2024 |
|
| Wells Fargo & Company | 211.00 | $17k | -97% | Mar 2024 |
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Who sold out of Ishares Tr conv bd etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of Nova Scotia | Sep 2023 | 652k | $48M |
| Certified Advisory Corp | Dec 2023 | 153k | $12M |
| GeoWealth Management | Sep 2023 | 95k | $7.0M |
| Moody National Bank Trust Division | Dec 2023 | 53k | $4.2M |
| Clark Capital Management Group | Sep 2023 | 33k | $2.4M |
| Prime Capital Investment Advisors | Sep 2023 | 21k | $1.5M |
| Calton & Associates | Dec 2023 | 5.8k | $458k |