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 937k $92M -7% Dec 2025
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LPL Financial 861k $86M 20% Sep 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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New York Life Investment Management 394k $39M -14% Sep 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 295k $29M -3% Dec 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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Systelligence 220k $22M 168% Dec 2025
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Jpmorgan Chase & Co 215k $22M 100% Sep 2025
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Cetera Investment Advisers 201k $20M 30% 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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Osborne Partners Capital Management 151k $15M -1% Dec 2025
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CacheTech 142k $14M -15% Sep 2025
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Resources Investment Advisors 137k $14M 8% Dec 2025
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Adams Wealth Management 135k $14M -18% Sep 2025
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Dynasty Wealth Management 127k $13M 412% Dec 2025
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Independence Financial Advisors 123k $12M 4% Dec 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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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 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 93k $9.2M 6% Dec 2025
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Financial Gravity Wealth 84k $8.4M 100% Sep 2025
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Onyx Bridge Wealth Group 82k $8.2M 247% Sep 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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SSI Investment Management 74k $7.3M 0% Dec 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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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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Bnp Paribas Arbitrage, Snc 65k $6.5M 20% Sep 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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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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Diversify Advisory Services 59k $6.1M 42% Dec 2025
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HighTower Advisors 57k $5.7M 1% Sep 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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IHT Wealth Management 53k $5.3M 135% Sep 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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Plan Group Financial 47k $4.7M 58% Sep 2025
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Wetzel Investment Advisors 46k $4.6M 0% 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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Hershey Financial Advisers 45k $4.5M -3% 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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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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Elequin Capital 41k $4.1M 100% Sep 2025
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Planwiser Financial 40k $4.1M 59% Sep 2025
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Change Path 39k $3.9M 8% Sep 2025
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Branch Banking & Trust Company 36k $3.7M -8% Dec 2025
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Janney Montgomery Scott 36k $3.6M 22% Sep 2025
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Kestra Investment Management 34k $3.4M 100% Dec 2025
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Mercer Global Advisors 34k $3.4M -43% Sep 2025
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National Bank Of Canada /fi/ 31k $3.1M 0% Sep 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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Spectrum Planning & Advisory Services 29k $2.9M 4% Dec 2025
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Commonwealth Equity Services 27k $2.7M -4% Sep 2025
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Yorktown Management & Research Company 27k $2.7M -46% Dec 2025
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Allianz Asset Management 27k $2.7M 100% Sep 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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Ascent Group 25k $2.5M 19% Sep 2025
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Ffg Retirement Advisors 23k $2.2M 0% 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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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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J.w. Cole Advisors 20k $2.0M 9% Sep 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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Steel Peak Wealth Management 20k $2.0M 9% Sep 2025
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Private Advisor 19k $1.9M -4% Sep 2025
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Swp Financial 18k $1.8M 35% 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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CFS Investment Advisory Services 17k $1.7M 6% Sep 2025
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Perigon Wealth Management 17k $1.6M 22% Dec 2025
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Northwestern Mutual Wealth Management Company 17k $1.7M 41% Sep 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% Sep 2025
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Croban 15k $1.5M 28% Sep 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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Principal Securities 14k $1.4M 5% Sep 2025
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Atria Investments 14k $1.4M -16% Sep 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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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 28% Sep 2025
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Armor Investment Advisors 11k $1.1M -9% Dec 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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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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Outlook Wealth Advisors 11k $1.1M -2% Sep 2025
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Integrity Alliance 11k $1.0M 1% Dec 2025
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Arete Wealth Advisors 11k $1.1M 328% Sep 2025
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Kelly Financial Services 10k $1.0M 50% 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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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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Rockefeller Capital Management 4.6k $463k -88% Sep 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 Jun 2025 1.6M $143M
Wright Fund Managment Sep 2025 220k $22M
Renaissance Technologies Sep 2025 68k $6.8M
Elevation Capital Advisory Sep 2025 56k $5.6M
Modern Wealth Management Jun 2025 14k $1.3M
Synergy Financial Management Sep 2025 11k $943k