Who owns Ishares Tr conv bd etf?

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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
Envestnet Asset Management 1.5M $144M 17% Dec 2025
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LPL Financial 1.0M $102M 20% Dec 2025
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Goldman Sachs Group 937k $92M -7% Dec 2025
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Amg National Trust Bank 526k $52M 6% Dec 2025
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Goodman & Company, Investment Counsel 463k $46M 3% Dec 2025
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Greenleaf Trust 451k $44M 1% Dec 2025
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Advisory Alpha 438k $43M -2% Dec 2025
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Ameriprise Financial 380k $38M 50% Dec 2025
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BlackRock 351k $35M 15% Dec 2025
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Baker Avenue Asset Management 336k $33M 4% Dec 2025
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Prestige Wealth Management Group 320k $32M 1% Sep 2025
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Mml Investors Services 302k $30M 11% Dec 2025
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Howard Capital Management 295k $29M -3% Dec 2025
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New York Life Investment Management 276k $27M -30% Dec 2025
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Alliancebernstein 241k $24M -13% Sep 2025
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Cetera Investment Advisers 239k $24M 19% Dec 2025
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Systelligence 220k $22M 168% Dec 2025
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Jpmorgan Chase & Co 215k $22M 100% Sep 2025
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Tradewinds Capital Management 190k $19M 9489% Dec 2025
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Assetmark 178k $18M -17% Dec 2025
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Certified Advisory Corp 176k $17M 1% Dec 2025
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Cornerstone Planning Group 170k $18M -3% Dec 2025
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CWM 167k $16M 5% Dec 2025
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Envestnet Portfolio Solutions 159k $16M 29% Dec 2025
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Osborne Partners Capital Management 151k $15M -1% Dec 2025
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CacheTech 140k $14M -2% Dec 2025
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Jane Street 138k $14M 100% Dec 2025
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Resources Investment Advisors 137k $14M 8% Dec 2025
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Adams Wealth Management 132k $13M -2% Dec 2025
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Guggenheim Capital, LLC Managers 129k $13M 4% Dec 2025
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Dynasty Wealth Management 127k $13M 412% Dec 2025
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Aire Advisors 125k $12M 1% Dec 2025
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Independence Financial Advisors 123k $12M 4% Dec 2025
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BlueStem Wealth Partners 119k $12M -14% Dec 2025
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Advance Capital Management 115k $11M -2% Dec 2025
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Nomura Asset Management 113k $11M 0% Dec 2025
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Tme Financial 112k $11M 191% Dec 2025
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Stifel Financial 111k $11M 16% Dec 2025
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Advisor Group Holdings 107k $11M -55% Dec 2025
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Raymond James Financial 103k $10M 9% Dec 2025
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UBS Group 93k $9.2M 6% Dec 2025
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Hilltop Partners 92k $9.0M -2% Dec 2025
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Goss Wealth Management 89k $8.7M 24% Dec 2025
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Mercer Global Advisors 86k $5.6M 154% Dec 2025
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Financial Gravity Wealth 86k $8.5M 3% Dec 2025
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Onyx Bridge Wealth Group 83k $8.2M 2% Dec 2025
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360 Financial 81k $8.0M 100% Dec 2025
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Thrivent Financial for Lutherans 77k $7.6M 4% Dec 2025
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Mascagni Wealth Management 74k $7.3M 3% Dec 2025
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SSI Investment Management 74k $7.3M 0% Dec 2025
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Bank of New York Mellon 71k $7.0M 32% Dec 2025
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Cambridge Investment Research Advisors 70k $6.9M 4% Dec 2025
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Equitable Holdings 68k $6.7M 11% Dec 2025
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Foundations Investment Advisors 65k $6.4M 2% Dec 2025
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Wealth Enhancement Advisory Services 64k $6.6M -6% Dec 2025
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Park Avenue Securities 64k $6.3M 20% Dec 2025
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IHT Wealth Management 61k $6.0M 15% Dec 2025
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HighTower Advisors 59k $5.8M 4% Dec 2025
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Diversify Advisory Services 59k $6.1M 42% Dec 2025
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Plan Group Financial 57k $5.6M 23% Dec 2025
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Kestra Advisory Services 55k $5.4M 514% Dec 2025
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Merit Financial Group 54k $5.3M 67% Dec 2025
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Sanctuary Advisors 52k $5.1M 5% Dec 2025
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United Capital Financial Advisers 51k $5.1M 24% Sep 2025
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Baron Financial Group 50k $4.9M -1% Dec 2025
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Capital Wealth Management 49k $4.8M 30% Dec 2025
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Royal Bank of Canada 47k $4.7M -1% Sep 2025
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Wetzel Investment Advisors 46k $4.6M 0% Dec 2025
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Janney Montgomery Scott 46k $4.5M 28% Dec 2025
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Mariner Wealth Advisors 46k $4.5M 3% Dec 2025
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National Asset Management 45k $4.5M 78% Sep 2025
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Cambria Investment Management 45k $4.4M 3% Dec 2025
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Change Path 43k $4.2M 10% Dec 2025
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Friedenthal Financial 43k $4.2M 100% Dec 2025
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Central Pacific Bank - Trust Division 42k $4.1M 12% Dec 2025
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Horizon Financial Services 42k $4.1M 0% Dec 2025
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Florin Court Capital 42k $4.1M -39% Dec 2025
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BCV Asset Management 40k $2.5M 100% Dec 2025
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Branch Banking & Trust Company 36k $3.7M -8% Dec 2025
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Kestra Investment Management 34k $3.4M 100% Dec 2025
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Northwestern Mutual Wealth Management Company 31k $3.0M 86% Dec 2025
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Ascent Group 31k $3.0M 26% Dec 2025
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IFP Advisors 30k $3.0M -1% Dec 2025
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Mirae Asset Global Investments 30k $2.9M 12% Dec 2025
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Commonwealth Equity Services 30k $2.9M 9% Dec 2025
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Spectrum Planning & Advisory Services 29k $2.9M 4% Dec 2025
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Steel Peak Wealth Management 27k $2.7M 39% Dec 2025
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Yorktown Management & Research Company 27k $2.7M -46% Dec 2025
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AE Wealth Management 26k $2.6M 80% Dec 2025
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Clark Capital Management Group 26k $2.6M 7% Sep 2025
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Ffg Retirement Advisors 23k $2.2M 0% Dec 2025
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Croban 23k $2.2M 54% Dec 2025
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J.w. Cole Advisors 22k $2.2M 8% Dec 2025
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Provident Wealth Management 22k $2.1M 0% Dec 2025
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Centerline Wealth Advisors 21k $2.1M -67% Dec 2025
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Private Advisor 21k $2.1M 13% Dec 2025
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TSA Wealth Managment 21k $2.0M 11% Dec 2025
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Springbok Capital Management 21k $2.1M 100% Sep 2025
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D.A. Davidson & Co. 21k $2.0M 1% Dec 2025
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Quartz Partners 20k $2.0M 15% Dec 2025
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Alliance Wealth Advisors 20k $2.0M 100% Dec 2025
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Swp Financial 18k $1.8M 35% Dec 2025
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Atria Investments 18k $1.7M 28% Dec 2025
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CFS Investment Advisory Services 18k $1.7M 4% Dec 2025
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Us Bancorp 18k $1.7M 21% Dec 2025
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Horst & Graben Wealth Management 17k $1.7M 7% Dec 2025
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Perigon Wealth Management 17k $1.6M 22% Dec 2025
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Principal Securities 17k $1.6M 18% Dec 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 16k $1.6M 56% Dec 2025
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Sovran Advisors 16k $1.7M 0% Dec 2025
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Tidemark 16k $1.6M 7% Dec 2025
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Farther Finance Advisors 16k $1.6M 74% Dec 2025
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Perissos Private Wealth Management 15k $1.5M -3% Dec 2025
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Hohimer Wealth Management 15k $1.5M 0% Dec 2025
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Outlook Wealth Advisors 15k $1.5M 39% Dec 2025
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Stokes Family Office 15k $1.4M 79% Dec 2025
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Savvy Advisors 15k $1.4M 20% Dec 2025
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Midwest Capital Advisors 15k $1.4M 6% Dec 2025
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Arkadios Wealth Advisors 14k $1.4M 22% Dec 2025
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Strategic Blueprint 14k $1.4M 23% Dec 2025
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Pettinga Financial Advisors 14k $1.4M 27% Dec 2025
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Keystone Wealth Services 14k $1.3M 2% Dec 2025
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Ashton Thomas Private Wealth 14k $1.3M 22% Dec 2025
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NorthRock Partners 13k $1.3M 100% Dec 2025
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Dynamic Advisors Solutions 13k $1.3M -76% Dec 2025
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Icapital Wealth 13k $1.3M 0% Dec 2025
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Gries Financial 12k $1.2M -2% Sep 2025
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Windsor Capital Management 12k $1.2M -5% Dec 2025
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Quad-Cities Investment Group 12k $1.2M 1% Dec 2025
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Key FInancial 12k $1.2M 1% Dec 2025
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Archer Investment Corp 12k $1.2M 0% Dec 2025
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WCG Wealth Advisors 12k $1.2M 100% Dec 2025
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Creative Financial Designs 11k $1.1M 4% Dec 2025
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Herold Advisors 11k $1.1M -2% Dec 2025
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Armor Investment Advisors 11k $1.1M -9% Dec 2025
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Comprehensive Wealth Management 11k $1.1M 44% Dec 2025
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Arete Wealth Advisors 11k $1.1M 5% Dec 2025
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Greykasell Wealth Strategies 11k $1.1M 0% Dec 2025
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Global Financial Private Client 11k $1.1M -2% Dec 2025
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Sagespring Wealth Partners 11k $1.1M -45% Dec 2025
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Cordoba Advisory Partners 11k $1.1M 100% Dec 2025
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Integrity Alliance 11k $1.0M 1% Dec 2025
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Kovack Advisors 10k $1.0M 100% Dec 2025
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Kelly Financial Services 10k $1.0M 50% Dec 2025
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Rockefeller Capital Management 10k $994k 118% Dec 2025
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Brookstone Capital Management 9.9k $979k 9% Dec 2025
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Ridgewood Investments 9.9k $992k 25% Sep 2025
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Ewa 9.9k $973k 10% Dec 2025
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Integrated Wealth Concepts 9.9k $972k 16% Dec 2025
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Van Hulzen Asset Management 9.7k $959k 249% Dec 2025
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Advisors Asset Management 9.3k $913k -6% Dec 2025
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Millington Financial Advisors 9.0k $942k -16% Dec 2025
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United Advisor Group 9.0k $886k -21% Dec 2025
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Toroso Investments 8.8k $868k -80% Dec 2025
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PFG Advisors 8.7k $854k -14% Dec 2025
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SG Americas Securities 5.3k $525k -71% Dec 2025
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Bnp Paribas Arbitrage, Snc 4.7k $467k -93% Dec 2025
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Kfg Wealth Management 4.5k $444k -61% Dec 2025
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Who sold out of Ishares Tr conv bd etf?

Fund or Company Name Date Sold Shares Held Valued At
Provida Pension Fund Administrator Sep 2025 1.1M $106M
Wright Fund Managment Sep 2025 220k $22M
Renaissance Technologies Sep 2025 68k $6.8M
Elevation Capital Advisory Sep 2025 56k $5.6M
Hershey Financial Advisers Sep 2025 45k $4.5M
Elequin Capital Sep 2025 41k $4.1M
Planwiser Financial Sep 2025 40k $4.1M
National Bank Of Canada /fi/ Sep 2025 31k $3.1M
Allianz Asset Management Sep 2025 27k $2.7M
Synergy Financial Management Sep 2025 11k $943k