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 1.2M $125M 34% Sep 2025
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Goldman Sachs Group 1.0M $101M -19% Sep 2025
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LPL Financial 861k $86M 20% Sep 2025
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Amg National Trust Bank 496k $50M 2% Sep 2025
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Goodman & Company, Investment Counsel 451k $45M 251% Sep 2025
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Advisory Alpha 450k $46M 4% Sep 2025
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Greenleaf Trust 448k $45M 1% Sep 2025
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New York Life Investment Management 394k $39M -14% Sep 2025
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Morgan Stanley 346k $38M 100% Jun 2025
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Baker Avenue Asset Management 324k $32M 2% Sep 2025
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Prestige Wealth Management Group 320k $32M 1% Sep 2025
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BlackRock 306k $31M 13% Sep 2025
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Howard Capital Management 305k $31M -5% Sep 2025
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Mml Investors Services 273k $27M 90% Sep 2025
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Ameriprise Financial 254k $26M 57% Sep 2025
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Alliancebernstein 241k $24M -13% Sep 2025
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Advisor Group Holdings 237k $24M 14% Sep 2025
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Wright Fund Managment 220k $22M 100% Sep 2025
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Jpmorgan Chase & Co 215k $22M -23% Sep 2025
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Assetmark 214k $21M 168% Sep 2025
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Cetera Investment Advisers 201k $20M 30% Sep 2025
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Cornerstone Planning Group 176k $18M 2% Sep 2025
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Certified Advisory Corp 173k $17M 2% Sep 2025
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CWM 159k $16M -14% Sep 2025
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Osborne Partners Capital Management 153k $15M -2% Sep 2025
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CacheTech 142k $14M -15% Sep 2025
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BlueStem Wealth Partners 137k $14M 12% Sep 2025
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Adams Wealth Management 135k $14M -18% Sep 2025
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Resources Investment Advisors 127k $13M 3% Sep 2025
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Aire Advisors 123k $12M 1% Sep 2025
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Guggenheim Capital, LLC Managers 123k $12M 4% Sep 2025
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Envestnet Portfolio Solutions 123k $12M 27% Sep 2025
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Independence Financial Advisors 118k $12M 244% Sep 2025
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Advance Capital Management 117k $12M 7% Sep 2025
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Nomura Asset Management 113k $11M -5% Sep 2025
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Stifel Financial 96k $9.6M 3% Sep 2025
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Raymond James Financial 95k $9.5M 3% Sep 2025
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Hilltop Partners 93k $9.3M 2% Sep 2025
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UBS Group 88k $8.8M -4% Sep 2025
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Financial Gravity Wealth 84k $8.4M 4% Sep 2025
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Financial Gravity Companies 83k $7.5M 100% Jun 2025
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Systelligence 82k $8.2M -49% Sep 2025
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Onyx Bridge Wealth Group 82k $8.2M 247% Sep 2025
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Thrivent Financial for Lutherans 74k $7.4M 100% Sep 2025
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SSI Investment Management 74k $7.4M 1% Sep 2025
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Mascagni Wealth Management 73k $7.2M 4% Sep 2025
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Goss Wealth Management 72k $7.2M 14% Sep 2025
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Florin Court Capital 69k $6.9M 2% Sep 2025
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Wealth Enhancement Advisory Services 69k $7.0M 7% Sep 2025
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Renaissance Technologies 68k $6.8M 31% Sep 2025
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Cambridge Investment Research Advisors 67k $6.7M 55% Sep 2025
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Bnp Paribas Arbitrage, Snc 65k $6.5M 20% Sep 2025
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Centerline Wealth Advisors 64k $6.4M 0% Sep 2025
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Foundations Investment Advisors 63k $6.3M -24% Sep 2025
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Equitable Holdings 61k $6.1M 5% Sep 2025
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HighTower Advisors 57k $5.7M 1% Sep 2025
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Elevation Capital Advisory 56k $5.6M 100% Sep 2025
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Dynamic Advisors Solutions 55k $5.5M -2% Sep 2025
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Bank of New York Mellon 54k $5.4M 32% Sep 2025
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Park Avenue Securities 53k $5.3M 19% Sep 2025
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IHT Wealth Management 53k $5.3M 135% Sep 2025
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United Capital Financial Advisers 51k $5.1M 24% Sep 2025
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Baron Financial Group 50k $5.0M 1% Sep 2025
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Yorktown Management & Research Company 50k $5.0M 100% Sep 2025
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Royal Bank of Canada 47k $4.7M -1% Sep 2025
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Plan Group Financial 47k $4.7M 58% Sep 2025
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Wetzel Investment Advisors 46k $4.6M 0% Sep 2025
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National Asset Management 45k $4.5M 78% Sep 2025
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Hershey Financial Advisers 45k $4.5M -3% Sep 2025
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Mariner Wealth Advisors 44k $4.4M -19% Sep 2025
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Toroso Investments 44k $4.4M 68% Sep 2025
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Cambria Investment Management 43k $4.3M 43% Sep 2025
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Horizon Financial Services 42k $4.2M 1% Sep 2025
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Diversify Advisory Services 41k $4.3M 100% Sep 2025
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Elequin Capital 41k $4.1M 100% Sep 2025
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Planwiser Financial 40k $4.1M 59% Sep 2025
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Branch Banking & Trust Company 40k $4.0M 14% Sep 2025
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Change Path 39k $3.9M 8% Sep 2025
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Tme Financial 38k $3.8M -12% Sep 2025
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Central Pacific Bank - Trust Division 38k $3.8M 3% Sep 2025
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Capital Wealth Management 37k $3.7M -1% Sep 2025
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Janney Montgomery Scott 36k $3.6M 22% Sep 2025
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Congress Wealth Management LLC / DE / 36k $3.2M 1% Jun 2025
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Mercer Global Advisors 34k $3.4M -43% Sep 2025
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Merit Financial Group 33k $3.2M 62% Sep 2025
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National Bank Of Canada /fi/ 31k $3.1M 0% Sep 2025
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IFP Advisors 31k $3.1M -2% Sep 2025
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Spectrum Planning & Advisory Services 28k $2.8M 1% Sep 2025
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Commonwealth Equity Services 27k $2.7M -4% Sep 2025
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Allianz Asset Management 27k $2.7M 100% Sep 2025
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Mirae Asset Global Investments 27k $2.7M 15% Sep 2025
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Clark Capital Management Group 26k $2.6M 7% Sep 2025
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Dynasty Wealth Management 25k $2.5M 15% Sep 2025
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Ascent Group 25k $2.5M 19% Sep 2025
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Ffg Retirement Advisors 23k $2.3M 100% Sep 2025
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Provident Wealth Management 22k $2.2M -2% Sep 2025
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Springbok Capital Management 21k $2.1M 100% Sep 2025
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J.w. Cole Advisors 20k $2.0M 9% Sep 2025
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D.A. Davidson & Co. 20k $2.0M 2% Sep 2025
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Steel Peak Wealth Management 20k $2.0M 9% Sep 2025
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Sagespring Wealth Partners 19k $1.9M 1% Sep 2025
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TSA Wealth Managment 19k $1.9M 13% Sep 2025
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SG Americas Securities 19k $1.9M -10% Sep 2025
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Private Advisor 19k $1.9M -4% Sep 2025
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Quartz Partners 18k $1.8M 100% Sep 2025
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CFS Investment Advisory Services 17k $1.7M 6% Sep 2025
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Northwestern Mutual Wealth Management Company 17k $1.7M 41% Sep 2025
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Sovran Advisors 16k $1.6M 14% Sep 2025
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Horst & Graben Wealth Management 16k $1.6M 4% Sep 2025
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Perissos Private Wealth Management 16k $1.6M 0% Sep 2025
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Hohimer Wealth Management 15k $1.5M 0% Sep 2025
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Tidemark 15k $1.5M 21% Sep 2025
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Croban 15k $1.5M 28% Sep 2025
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AE Wealth Management 15k $1.5M -70% Sep 2025
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Us Bancorp 14k $1.4M 25% Sep 2025
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Principal Securities 14k $1.4M 5% Sep 2025
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Atria Investments 14k $1.4M -16% Sep 2025
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Midwest Capital Advisors 14k $1.4M 46% Sep 2025
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Perigon Wealth Management 14k $1.4M 11% Sep 2025
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Atria Wealth Solutions 13k $1.2M -40% Jun 2025
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Swp Financial 13k $1.3M 30% Sep 2025
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Keystone Wealth Services 13k $1.3M 17% Sep 2025
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Icapital Wealth 13k $1.3M -19% Sep 2025
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Windsor Capital Management 13k $1.3M 4% Sep 2025
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Gries Financial 12k $1.2M -2% Sep 2025
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Savvy Advisors 12k $1.2M 50% Sep 2025
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Armor Investment Advisors 12k $1.2M -67% Sep 2025
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Quad-Cities Investment Group 12k $1.2M 3% Sep 2025
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Arkadios Wealth Advisors 12k $1.2M 300% Sep 2025
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Archer Investment Corp 12k $1.2M 0% Sep 2025
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Key FInancial 12k $1.2M 0% Sep 2025
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Kfg Wealth Management 12k $1.2M -35% Sep 2025
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Strategic Blueprint 12k $1.2M -2% Sep 2025
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United Advisor Group 11k $1.1M 11% Sep 2025
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Herold Advisors 11k $1.1M 28% Sep 2025
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Ashton Thomas Private Wealth 11k $1.1M 119% Sep 2025
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Global Financial Private Client 11k $1.1M -5% Sep 2025
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Creative Financial Designs 11k $1.1M -6% Sep 2025
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Greykasell Wealth Strategies 11k $1.1M 0% Sep 2025
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Pettinga Financial Advisors 11k $1.1M 76% Sep 2025
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Millington Financial Advisors 11k $1.1M 3% Sep 2025
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Outlook Wealth Advisors 11k $1.1M -2% Sep 2025
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Arete Wealth Advisors 11k $1.1M 328% Sep 2025
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Synergy Financial Management 11k $943k 100% Sep 2025
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Integrity Alliance 11k $1.0M 2% Sep 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10k $1.0M 22% Sep 2025
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PFG Advisors 10k $1.0M -3% Sep 2025
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Ridgewood Investments 9.9k $992k 25% Sep 2025
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Advisors Asset Management 9.9k $988k 1% Sep 2025
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H D Vest Advisory Services 9.7k $876k -14% Jun 2025
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Farther Finance Advisors 9.1k $907k -12% Sep 2025
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Kestra Advisory Services 8.9k $893k -8% Sep 2025
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Simplicity Wealth 8.4k $836k -36% Sep 2025
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Rockefeller Capital Management 4.6k $463k -88% Sep 2025
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Triad Wealth Partners 2.3k $230k -84% Sep 2025
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Tradewinds Capital Management 2.0k $198k -98% Sep 2025
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Ameritas Advisory Services 273.00 $27k -100% Sep 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 Jun 2025 1.6M $143M
Insight Wealth Strategies Jun 2025 245k $22M
360 Financial Jun 2025 150k $14M
Friedenthal Financial Jun 2025 48k $4.3M
Retireful Jun 2025 20k $1.8M
Overbrook Management Corp. Jun 2025 18k $1.6M
Kestra Investment Management Jun 2025 16k $1.3M
Modern Wealth Management Jun 2025 14k $1.3M