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 | 2.5M | $209M | 6% | Dec 2024 |
|
| Envestnet Asset Management | 1.5M | $125M | 30% | Dec 2024 |
|
| LPL Financial | 945k | $80M | 77% | Dec 2024 |
|
| Goldman Sachs Group | 918k | $78M | 0% | Dec 2024 |
|
| Goodman & Company, Investment Counsel | 663k | $56M | -9% | Dec 2024 |
|
| New York Life Investment Management | 493k | $42M | 3% | Dec 2024 |
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| Amg National Trust Bank | 480k | $41M | 0% | Dec 2024 |
|
| Greenleaf Trust | 430k | $37M | 3% | Dec 2024 |
|
| BlackRock | 428k | $36M | 34% | Dec 2024 |
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| Lebenthal Global Advisors | 418k | $36M | 84% | Dec 2024 |
|
| Bank of Nova Scotia | 400k | $34M | 126% | Dec 2024 |
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| Morgan Stanley | 363k | $48M | 32% | Dec 2024 |
|
| Wright Fund Managment | 357k | $30M | 33% | Dec 2024 |
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| Howard Capital Management | 338k | $29M | 5% | Dec 2024 |
|
| Prestige Wealth Management Group | 314k | $27M | 323880% | Dec 2024 |
|
| Jpmorgan Chase & Co | 302k | $26M | 32% | Dec 2024 |
|
| Alliancebernstein | 276k | $24M | 0% | Dec 2024 |
|
| Baker Avenue Asset Management | 273k | $23M | 11% | Dec 2024 |
|
| Assetmark | 259k | $22M | 2% | Dec 2024 |
|
| Advisory Alpha | 237k | $20M | -47% | Mar 2025 |
|
| Cetera Investment Advisers | 232k | $20M | 48% | Dec 2024 |
|
| Pictet North America Advisors SA | 229k | $20M | 56% | Dec 2024 |
|
| CWM | 222k | $19M | 22% | Dec 2024 |
|
| Tradewinds Capital Management | 208k | $18M | -7% | Dec 2024 |
|
| Ameriprise Financial | 187k | $16M | 81% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 183k | $16M | 44% | Dec 2024 |
|
| Resources Investment Advisors | 181k | $15M | 33% | Dec 2024 |
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| CacheTech | 179k | $15M | 11% | Dec 2024 |
|
| Adams Wealth Management | 176k | $15M | 9% | Dec 2024 |
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| Nomura Asset Management | 175k | $15M | -9% | Dec 2024 |
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| Certified Advisory Corp | 168k | $14M | 1% | Dec 2024 |
|
| Cornerstone Planning Group | 164k | $14M | 0% | Dec 2024 |
|
| Osborne Partners Capital Management | 148k | $13M | 0% | Dec 2024 |
|
| Tme Financial | 143k | $12M | 100% | Dec 2024 |
|
| 360 Financial | 141k | $12M | 4% | Dec 2024 |
|
| Mml Investors Services | 132k | $11M | 25% | Dec 2024 |
|
| Insight Wealth Strategies | 129k | $11M | 1% | Mar 2025 |
|
| Thrivent Financial for Lutherans | 120k | $11M | 598% | Dec 2024 |
|
| Aire Advisors | 119k | $10M | 5% | Dec 2024 |
|
| Guggenheim Capital, LLC Managers | 114k | $9.7M | 4% | Dec 2024 |
|
| Mercer Global Advisors | 112k | $9.5M | 128% | Dec 2024 |
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| Jane Street | 102k | $8.7M | 100% | Dec 2024 |
|
| Raymond James Financial | 100k | $8.5M | 100% | Dec 2024 |
|
| Stifel Financial | 99k | $8.4M | 10% | Dec 2024 |
|
| Hilltop Partners | 91k | $7.7M | 0% | Dec 2024 |
|
| Onyx Bridge Wealth Group | 90k | $7.7M | 1283% | Dec 2024 |
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| Goss Wealth Management | 83k | $7.1M | 29% | Dec 2024 |
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| UBS Group | 83k | $7.0M | 4% | Dec 2024 |
|
| SSI Investment Management | 81k | $6.9M | 7% | Dec 2024 |
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| Park Avenue Securities | 80k | $6.7M | 2% | Mar 2025 |
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| United Capital Financial Advisers | 78k | $6.6M | 39% | Dec 2024 |
|
| Foundations Investment Advisors | 77k | $6.5M | 42% | Dec 2024 |
|
| Financial Gravity Companies | 76k | $6.5M | 3% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 67k | $5.6M | -5% | Mar 2025 |
|
| Bank of New York Mellon | 66k | $5.6M | 49% | Dec 2024 |
|
| Centerline Wealth Advisors | 65k | $5.5M | 100% | Dec 2024 |
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| Kades & Cheifetz | 63k | $5.4M | -2% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 62k | $5.3M | 59% | Dec 2024 |
|
| Mascagni Wealth Management | 62k | $5.2M | 100% | Dec 2024 |
|
| Sanctuary Advisors | 59k | $5.2M | -5% | Dec 2024 |
|
| AE Wealth Management | 58k | $5.0M | 543% | Dec 2024 |
|
| Equitable Holdings | 58k | $4.9M | 12% | Dec 2024 |
|
| Royal Bank of Canada | 57k | $4.8M | -14% | Dec 2024 |
|
| Change Path | 56k | $4.7M | 28% | Dec 2024 |
|
| Florin Court Capital | 55k | $4.6M | -10% | Dec 2024 |
|
| Dynamic Advisors Solutions | 54k | $4.6M | 14% | Dec 2024 |
|
| Advisor Group Holdings | 54k | $4.5M | -8% | Dec 2024 |
|
| HighTower Advisors | 54k | $4.6M | -1% | Dec 2024 |
|
| Janney Montgomery Scott | 54k | $4.5M | -4% | Mar 2025 |
|
| Friedenthal Financial | 52k | $4.4M | 100% | Dec 2024 |
|
| IHT Wealth Management | 51k | $4.3M | -10% | Dec 2024 |
|
| Puplava Financial Services | 49k | $4.2M | 100% | Dec 2024 |
|
| Baron Financial Group | 49k | $4.1M | 1% | Mar 2025 |
|
| Renaissance Technologies | 47k | $4.0M | -14% | Dec 2024 |
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| Q3 Asset Management | 47k | $4.0M | 100% | Dec 2024 |
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| Wetzel Investment Advisors | 47k | $4.0M | 1% | Dec 2024 |
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| Branch Banking & Trust Company | 44k | $3.7M | 11% | Dec 2024 |
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| Horizon Financial Services | 41k | $3.5M | -2% | Dec 2024 |
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| Central Pacific Bank - Trust Division | 40k | $3.4M | -1% | Mar 2025 |
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| First Hawaiian Bank | 38k | $3.2M | -6% | Mar 2025 |
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| Capital Wealth Management | 38k | $3.2M | -6% | Dec 2024 |
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| Private Advisor | 34k | $2.9M | 7% | Dec 2024 |
|
| BlueStem Wealth Partners | 33k | $2.8M | 100% | Dec 2024 |
|
| Ffg Retirement Advisors | 32k | $2.7M | 1107% | Mar 2025 |
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| T. Rowe Price Associates | 29k | $2.5M | 100% | Dec 2024 |
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| National Asset Management | 28k | $2.4M | -9% | Dec 2024 |
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| Atria Wealth Solutions | 28k | $2.4M | 35% | Dec 2024 |
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| Clark Capital Management Group | 28k | $2.4M | 0% | Dec 2024 |
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| Steel Peak Wealth Management | 27k | $2.3M | 49% | Dec 2024 |
|
| Merit Financial Group | 26k | $2.2M | 499% | Mar 2025 |
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| Mariner Wealth Advisors | 26k | $2.2M | 32% | Dec 2024 |
|
| Mirae Asset Global Investments | 25k | $2.2M | 64% | Dec 2024 |
|
| Atria Investments | 25k | $2.1M | 25% | Dec 2024 |
|
| CFS Investment Advisory Services | 25k | $2.1M | 45% | Dec 2024 |
|
| Commonwealth Equity Services | 25k | $2.1M | 20% | Dec 2024 |
|
| Kestra Advisory Services | 25k | $2.1M | 22% | Dec 2024 |
|
| Kestra Investment Management | 25k | $2.1M | 2% | Dec 2024 |
|
| Provident Wealth Management | 25k | $2.1M | -2% | Dec 2024 |
|
| TSA Wealth Managment | 25k | $2.1M | 29% | Dec 2024 |
|
| Modern Wealth Management | 24k | $2.2M | 100% | Dec 2024 |
|
| Overbrook Management Corp. | 23k | $2.0M | -19% | Dec 2024 |
|
| Oppenheimer & Co | 23k | $1.9M | -1% | Dec 2024 |
|
| Kfg Wealth Management | 22k | $1.9M | -29% | Mar 2025 |
|
| Us Bancorp | 21k | $1.8M | 28% | Dec 2024 |
|
| Icapital Wealth | 21k | $1.8M | 0% | Dec 2024 |
|
| Horst & Graben Wealth Management | 20k | $1.7M | 48% | Dec 2024 |
|
| D.A. Davidson & Co. | 19k | $1.6M | 23% | Dec 2024 |
|
| Swp Financial | 18k | $1.6M | 100% | Dec 2024 |
|
| Perissos Private Wealth Management | 18k | $1.5M | -1% | Dec 2024 |
|
| Toroso Investments | 17k | $1.5M | -18% | Dec 2024 |
|
| J.w. Cole Advisors | 17k | $1.4M | 52% | Dec 2024 |
|
| Dynasty Wealth Management | 17k | $1.4M | 100% | Dec 2024 |
|
| Acute Investment Advisory | 16k | $1.4M | -47% | Dec 2024 |
|
| Dark Forest Capital Management | 16k | $1.4M | -2% | Dec 2024 |
|
| Perigon Wealth Management | 15k | $1.3M | 50% | Dec 2024 |
|
| Hohimer Wealth Management | 15k | $1.3M | 0% | Dec 2024 |
|
| Hanson McClain Advisors | 15k | $1.3M | 0% | Dec 2024 |
|
| Triad Wealth Partners | 14k | $1.2M | 100% | Dec 2024 |
|
| Strategic Blueprint | 14k | $1.2M | 23% | Dec 2024 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13k | $1.1M | 80% | Dec 2024 |
|
| Kelly Financial Services | 13k | $1.1M | 1% | Mar 2025 |
|
| PFG Advisors | 12k | $1.0M | 21% | Dec 2024 |
|
| Keystone Wealth Services | 12k | $1.0M | 100% | Dec 2024 |
|
| Principal Securities | 12k | $1.0M | 45% | Dec 2024 |
|
| Herold Advisors | 12k | $1.0M | 0% | Dec 2024 |
|
| Ascent Group | 12k | $998k | 61% | Dec 2024 |
|
| Archer Investment Corp | 12k | $993k | 0% | Dec 2024 |
|
| Key FInancial | 12k | $989k | -47% | Dec 2024 |
|
| H D Vest Advisory Services | 12k | $984k | 6% | Dec 2024 |
|
| Global Financial Private Client | 11k | $954k | -3% | Mar 2025 |
|
| Ronald Blue Trust | 11k | $967k | 35% | Dec 2024 |
|
| Quad-Cities Investment Group | 11k | $942k | 0% | Mar 2025 |
|
| Outlook Wealth Advisors | 11k | $941k | -1% | Mar 2025 |
|
| Windsor Capital Management | 11k | $953k | -8% | Dec 2024 |
|
| Gries Financial | 11k | $944k | 21% | Dec 2024 |
|
| Tidemark | 11k | $937k | 1% | Dec 2024 |
|
| Banque Pictet & Cie Sa | 11k | $932k | 100% | Dec 2024 |
|
| Farther Finance Advisors | 11k | $909k | 1% | Mar 2025 |
|
| Creative Financial Designs | 11k | $919k | 33% | Dec 2024 |
|
| Greykasell Wealth Strategies | 11k | $908k | 100% | Dec 2024 |
|
| Centurion Wealth Management | 11k | $898k | 0% | Mar 2025 |
|
| Richard W. Paul & Associates | 10k | $886k | -1% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 10k | $880k | 30% | Dec 2024 |
|
| Calamos Wealth Management | 10k | $875k | 100% | Dec 2024 |
|
| Invst | 10k | $870k | 69% | Dec 2024 |
|
| Synergy Financial Management | 10k | $856k | 160% | Dec 2024 |
|
| Brookstone Capital Management | 9.9k | $837k | 0% | Dec 2024 |
|
| Millington Financial Advisors | 9.8k | $794k | 11% | Mar 2025 |
|
| Bay Harbor Wealth Management | 9.4k | $798k | 59% | Dec 2024 |
|
| CoreCap Advisors | 9.4k | $795k | -2% | Dec 2024 |
|
| Brian McDonald | 7.8k | $661k | -32% | Dec 2024 |
|
| Financial Advocates Investment Management | 3.4k | $286k | -93% | Dec 2024 |
|
Who sold out of Ishares Tr conv bd etf?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Redhawk Wealth Advisors | Dec 2024 | 110k | $9.3M |
| Ameritas Advisory Services | Sep 2024 | 45k | $3.8M |
| Client First Investment Management | Dec 2024 | 43k | $3.6M |
| Retireful | Dec 2024 | 25k | $2.1M |
| Allianz Asset Management | Sep 2024 | 20k | $1.7M |
| Palogic Value Management | Sep 2024 | 17k | $1.4M |
| Prudential Financial | Sep 2024 | 10k | $870k |