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
Bank of America Corporation 2.4M $240M 100% Mar 2026
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Provida Pension Fund Administrator 2.0M $194M 86% Dec 2025
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Envestnet Asset Management 1.0M $104M -30% Mar 2026
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LPL Financial 926k $94M -11% Mar 2026
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Jane Street 851k $87M 518% Mar 2026
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Goldman Sachs Group 680k $69M -27% Mar 2026
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Amg National Trust Bank 565k $58M 7% Mar 2026
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Goodman & Company, Investment Counsel 463k $46M 3% Dec 2025
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Greenleaf Trust 448k $46M -1% Mar 2026
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Wright Fund Managment 420k $43M 100% Mar 2026
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Advisory Alpha 415k $42M -5% Mar 2026
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Ameriprise Financial 347k $36M -9% Mar 2026
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Baker Avenue Asset Management 336k $34M 0% Mar 2026
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Morgan Stanley 334k $41M -2% Mar 2026
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Prestige Wealth Management Group 298k $30M -7% Mar 2026
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New York Life Investment Management 296k $30M 7% Mar 2026
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BlackRock 251k $26M -29% Mar 2026
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Mml Investors Services 228k $23M -25% Mar 2026
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Alliancebernstein 211k $21M -6% Mar 2026
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Tradewinds Capital Management 210k $21M 11% Mar 2026
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Certified Advisory Corp 180k $18M 2% Mar 2026
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Cornerstone Planning Group 179k $21M 5% Mar 2026
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Assetmark 170k $17M -4% Mar 2026
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CWM 167k $16M 5% Dec 2025
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BlueStem Wealth Partners 161k $16M 36% Mar 2026
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Tme Financial 161k $16M 44% Mar 2026
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Cetera Investment Advisers 156k $16M -35% Mar 2026
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Systelligence 150k $15M -32% Mar 2026
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Osborne Partners Capital Management 150k $15M -1% Mar 2026
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CacheTech 141k $14M 1% Mar 2026
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Resources Investment Advisors 135k $14M -2% Mar 2026
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Guggenheim Capital, LLC Managers 134k $14M 4% Mar 2026
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Adams Wealth Management 133k $14M 0% Mar 2026
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Envestnet Portfolio Solutions 129k $13M -19% Mar 2026
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Aire Advisors 127k $13M 2% Mar 2026
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Thrivent Financial for Lutherans 126k $13M 64% Mar 2026
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Independence Financial Advisors 124k $13M 1% Mar 2026
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Onyx Bridge Wealth Group 118k $12M 43% Mar 2026
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SSI Investment Management 114k $12M 54% Mar 2026
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Nomura Asset Management 110k $11M -2% Mar 2026
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Advance Capital Management 110k $11M -4% Mar 2026
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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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Stifel Financial 95k $9.6M -15% Mar 2026
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Hilltop Partners 93k $9.5M 2% Mar 2026
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UBS Group 90k $9.2M -3% Mar 2026
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Financial Gravity Wealth 89k $9.0M 3% Mar 2026
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360 Financial 82k $8.3M 1% Mar 2026
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Mascagni Wealth Management 81k $8.3M 9% Mar 2026
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Mcmorgan & Co 79k $8.1M 100% Mar 2026
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Foundations Investment Advisors 75k $7.6M 15% Mar 2026
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Equitable Holdings 72k $7.1M 6% Mar 2026
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Cambridge Investment Research Advisors 71k $7.2M 1% Mar 2026
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Allianz Asset Management 66k $6.7M 100% Mar 2026
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Goss Wealth Management 65k $6.6M -26% Mar 2026
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National Asset Management 65k $6.4M 25% Mar 2026
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Hershey Financial Advisers 63k $6.4M 100% Mar 2026
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OpenArc Corporate Advisory 62k $6.3M 100% Mar 2026
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IHT Wealth Management 61k $6.0M 15% Dec 2025
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Central Pacific Bank - Trust Division 61k $6.2M 46% Mar 2026
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Plan Group Financial 61k $6.2M 6% Mar 2026
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Citadel Advisors 57k $5.8M 100% Mar 2026
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HighTower Advisors 57k $5.8M -3% Mar 2026
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Capital Wealth Management 52k $5.3M 8% Mar 2026
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Baron Financial Group 50k $5.1M 0% Mar 2026
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Mariner Wealth Advisors 49k $5.0M 6% Mar 2026
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Northwestern Mutual Wealth Management Company 49k $4.9M 57% Mar 2026
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Merit Financial Group 48k $4.9M -11% Mar 2026
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Cambria Investment Management 45k $4.4M 3% Dec 2025
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Wetzel Investment Advisors 43k $4.4M -7% Mar 2026
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Royal Bank of Canada 43k $4.5M -8% Mar 2026
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Sanctuary Advisors 43k $4.4M -17% Mar 2026
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Horizon Financial Services 41k $4.2M -1% Mar 2026
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Savvy Advisors 40k $4.1M 174% Mar 2026
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Bank of New York Mellon 40k $4.0M -44% Mar 2026
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AE Wealth Management 39k $4.0M 48% Mar 2026
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Mirae Asset Global Investments 35k $3.5M 16% Mar 2026
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Kestra Advisory Services 34k $3.5M -38% Mar 2026
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Alliance Wealth Advisors 33k $3.4M 67% Mar 2026
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Change Path 33k $3.3M -23% Mar 2026
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United Capital Financial Advisers 32k $3.2M -48% Mar 2026
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Park Avenue Securities 32k $3.2M -50% Mar 2026
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Diversify Wealth Management 31k $3.5M 100% Mar 2026
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Ascent Group 31k $3.0M 26% Dec 2025
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SRS Capital Advisors 31k $3.1M 1141% Mar 2026
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Mercer Global Advisors 31k $3.1M -64% Mar 2026
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IFP Advisors 31k $3.1M 1% Mar 2026
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J.w. Cole Advisors 30k $3.0M 34% Mar 2026
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Spectrum Planning & Advisory Services 28k $2.8M -5% Mar 2026
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Compagnie Lombard, Odier SCA 27k $2.7M 1606% Mar 2026
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Clark Capital Management Group 26k $2.6M 0% Dec 2025
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Janney Montgomery Scott 26k $2.7M -44% Mar 2026
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Yorktown Management & Research Company 23k $2.3M -15% Mar 2026
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Commonwealth Equity Services 23k $2.3M -24% Mar 2026
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Cordoba Advisory Partners 22k $2.3M 110% Mar 2026
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Provident Wealth Management 21k $2.2M -1% Mar 2026
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Private Advisor 21k $2.1M -2% Mar 2026
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Quartz Partners 21k $2.1M 1% Mar 2026
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Farther Finance Advisors 20k $2.1M 28% Mar 2026
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D.A. Davidson & Co. 20k $2.0M -2% Mar 2026
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Branch Banking & Trust Company 20k $2.1M -46% Mar 2026
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Florin Court Capital 20k $2.0M -53% Mar 2026
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Lido Advisors 19k $2.0M 225% Mar 2026
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Us Bancorp 18k $1.7M 21% Dec 2025
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TSA Wealth Managment 16k $1.6M -24% Mar 2026
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Sofi Wealth 15k $1.6M 100% Mar 2026
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Hohimer Wealth Management 15k $1.5M 0% Mar 2026
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Perigon Wealth Management 15k $1.5M -10% Mar 2026
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Sovran Advisors 15k $1.7M -7% Mar 2026
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Principal Securities 15k $1.5M -10% Mar 2026
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Arkadios Wealth Advisors 15k $1.5M 3% Mar 2026
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Outlook Wealth Advisors 15k $1.5M -1% Mar 2026
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Scissortail Wealth Management 15k $1.5M 200% Mar 2026
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KC Investment Advisors 14k $1.4M 100% Mar 2026
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Keystone Wealth Services 14k $1.4M 0% Mar 2026
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Strategic Blueprint 13k $1.4M -7% Mar 2026
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Global Financial Private Client 13k $1.4M 24% Mar 2026
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Elevation Capital Advisory 13k $1.3M 100% Mar 2026
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Icapital Wealth 13k $1.3M 0% Mar 2026
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CFS Investment Advisory Services 13k $1.5M -26% Mar 2026
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Stokes Family Office 13k $1.3M -11% Mar 2026
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Ffg Retirement Advisors 13k $1.3M -44% Mar 2026
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Creative Financial Designs 13k $1.3M 11% Mar 2026
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Integrated Wealth Concepts 13k $1.3M 28% Mar 2026
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Tidemark 13k $1.3M -21% Mar 2026
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Windsor Capital Management 12k $1.3M 2% Mar 2026
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Purpose Un 12k $1.2M 12146% Mar 2026
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Quad-Cities Investment Group 12k $1.2M 1% Mar 2026
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Ridgewood Investments 12k $1.2M 21% Mar 2026
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12k $1.2M -27% Mar 2026
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Steel Peak Wealth Management 12k $1.2M -57% Mar 2026
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Archer Investment Corp 12k $1.2M 0% Mar 2026
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WCG Wealth Advisors 12k $1.2M 0% Mar 2026
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Integrity Alliance 12k $1.2M 10% Mar 2026
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Key FInancial 11k $1.2M -4% Mar 2026
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Horst & Graben Wealth Management 11k $1.3M -33% Mar 2026
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Herold Advisors 11k $1.1M -2% Dec 2025
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Armor Investment Advisors 11k $1.1M -1% Mar 2026
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Greykasell Wealth Strategies 11k $1.1M 0% Mar 2026
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Centerline Wealth Advisors 11k $1.1M -49% Mar 2026
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Midwest Capital Advisors 11k $1.1M -27% Mar 2026
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Swp Financial 10k $1.0M -44% Mar 2026
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NorthRock Partners 10k $1.0M -25% Mar 2026
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Ashton Thomas Private Wealth 10k $1.0M -26% Mar 2026
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Revisor Wealth Management 10k $1.0M 54% Mar 2026
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United Advisor Group 9.9k $1.0M 10% Mar 2026
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Comprehensive Wealth Management 9.9k $1.0M -11% Mar 2026
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Van Hulzen Asset Management 9.7k $959k 249% Dec 2025
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Cadent Capital Advisors 9.5k $972k 100% Mar 2026
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Independent Advisor Alliance 9.3k $946k 100% Mar 2026
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Advisors Asset Management 9.3k $944k 0% Mar 2026
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Atria Investments 9.0k $917k -49% Mar 2026
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Kovack Advisors 8.6k $874k -16% Mar 2026
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Pettinga Financial Advisors 8.1k $826k -41% Mar 2026
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Ewa 7.7k $780k -22% Mar 2026
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Kelly Financial Services 7.5k $766k -26% Mar 2026
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Rockefeller Capital Management 7.2k $728k -29% Mar 2026
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Brookstone Capital Management 6.3k $642k -37% Mar 2026
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Perissos Private Wealth Management 6.3k $639k -59% Mar 2026
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Dynamic Advisors Solutions 5.4k $549k -59% Mar 2026
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Kestra Investment Management 4.5k $461k -87% Mar 2026
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Who sold out of Ishares Tr conv bd etf?

Fund or Company Name Date Sold Shares Held Valued At
Howard Capital Management Dec 2025 295k $29M
Jpmorgan Chase & Co Sep 2025 215k $22M
Dynasty Wealth Management Dec 2025 127k $13M
Renaissance Technologies Sep 2025 68k $6.8M
Wealth Enhancement Advisory Services Dec 2025 64k $6.6M
Diversify Advisory Services Dec 2025 59k $6.1M
Friedenthal Financial Dec 2025 43k $4.2M
BCV Asset Management Dec 2025 40k $2.5M
National Bank Of Canada /fi/ Sep 2025 31k $3.1M
Croban Dec 2025 23k $2.2M
Springbok Capital Management Sep 2025 21k $2.1M
Arete Wealth Advisors Dec 2025 11k $1.1M
Sagespring Wealth Partners Dec 2025 11k $1.1M