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 | $127M | 4% | Mar 2025 |
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| Goldman Sachs Group | 1.3M | $105M | 36% | Mar 2025 |
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| LPL Financial | 948k | $79M | 0% | Mar 2025 |
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| Amg National Trust Bank | 489k | $41M | 2% | Mar 2025 |
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| BlackRock | 456k | $38M | 7% | Mar 2025 |
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| Advisory Alpha | 444k | $37M | 0% | Mar 2025 |
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| Greenleaf Trust | 443k | $37M | 3% | Mar 2025 |
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| New York Life Investment Management | 440k | $37M | -11% | Mar 2025 |
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| Lebenthal Global Advisors | 418k | $36M | 84% | Dec 2024 |
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| Bank of Nova Scotia | 400k | $34M | 126% | Dec 2024 |
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| Morgan Stanley | 363k | $48M | 100% | Dec 2024 |
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| Howard Capital Management | 339k | $28M | 0% | Mar 2025 |
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| Prestige Wealth Management Group | 319k | $27M | 1% | Mar 2025 |
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| Baker Avenue Asset Management | 316k | $26M | 16% | Mar 2025 |
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| Jpmorgan Chase & Co | 281k | $24M | -7% | Mar 2025 |
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| Alliancebernstein | 276k | $23M | 0% | Mar 2025 |
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| Assetmark | 259k | $22M | 2% | Dec 2024 |
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| Pictet North America Advisors SA | 256k | $21M | 12% | Mar 2025 |
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| Deutsche Bank Aktiengesellschaft | 248k | $21M | 100% | Mar 2025 |
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| Cetera Investment Advisers | 232k | $20M | 48% | Dec 2024 |
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| CWM | 226k | $19M | 2% | Mar 2025 |
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| Tradewinds Capital Management | 208k | $17M | 0% | Mar 2025 |
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| Ameriprise Financial | 206k | $17M | 10% | Mar 2025 |
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| Advisor Group Holdings | 205k | $17M | 154% | Mar 2025 |
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| BlueStem Wealth Partners | 199k | $17M | 507% | Mar 2025 |
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| Resources Investment Advisors | 183k | $15M | 1% | Mar 2025 |
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| CacheTech | 175k | $14M | -2% | Mar 2025 |
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| Nomura Asset Management | 175k | $15M | 0% | Mar 2025 |
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| Adams Wealth Management | 172k | $14M | -2% | Mar 2025 |
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| Certified Advisory Corp | 166k | $14M | -1% | Mar 2025 |
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| Cornerstone Planning Group | 165k | $14M | 1% | Mar 2025 |
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| Tme Financial | 158k | $13M | 10% | Mar 2025 |
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| Osborne Partners Capital Management | 155k | $13M | 5% | Mar 2025 |
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| Envestnet Portfolio Solutions | 151k | $13M | -17% | Mar 2025 |
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| 360 Financial | 146k | $12M | 3% | Mar 2025 |
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| Onyx Bridge Wealth Group | 135k | $11M | 50% | Mar 2025 |
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| Mml Investors Services | 132k | $11M | 25% | Dec 2024 |
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| Insight Wealth Strategies | 129k | $11M | 1% | Mar 2025 |
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| Aire Advisors | 121k | $10M | 2% | Mar 2025 |
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| Goodman & Company, Investment Counsel | 121k | $10M | -82% | Mar 2025 |
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| Guggenheim Capital, LLC Managers | 120k | $10M | 6% | Mar 2025 |
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| Thrivent Financial for Lutherans | 120k | $11M | 0% | Mar 2025 |
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| Hilltop Partners | 115k | $9.6M | 26% | Mar 2025 |
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| Raymond James Financial | 100k | $8.3M | 0% | Mar 2025 |
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| Stifel Financial | 99k | $8.4M | 10% | Dec 2024 |
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| UBS Group | 95k | $7.9M | 15% | Mar 2025 |
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| Mercer Global Advisors | 93k | $7.8M | -17% | Mar 2025 |
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| Foundations Investment Advisors | 92k | $7.7M | 19% | Mar 2025 |
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| Goss Wealth Management | 83k | $7.1M | 29% | Dec 2024 |
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| Park Avenue Securities | 80k | $6.7M | 2% | Mar 2025 |
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| Financial Gravity Wealth | 80k | $6.7M | 100% | Mar 2025 |
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| Systelligence | 79k | $6.6M | 100% | Mar 2025 |
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| SSI Investment Management | 78k | $6.5M | -4% | Mar 2025 |
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| Financial Gravity Companies | 76k | $6.5M | 3% | Dec 2024 |
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| United Capital Financial Advisers | 76k | $6.3M | -3% | Mar 2025 |
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| Elequin Capital | 74k | $6.2M | 100% | Mar 2025 |
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| Bank of New York Mellon | 69k | $5.8M | 5% | Mar 2025 |
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| Cambridge Investment Research Advisors | 68k | $5.6M | 8% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 67k | $5.6M | -5% | Mar 2025 |
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| Mariner Wealth Advisors | 66k | $5.6M | 159% | Mar 2025 |
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| Ameritas Advisory Services | 65k | $5.5M | 100% | Mar 2025 |
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| Centerline Wealth Advisors | 64k | $5.3M | -2% | Mar 2025 |
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| Kades & Cheifetz | 63k | $5.4M | -2% | Dec 2024 |
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| Jane Street | 62k | $5.2M | -39% | Mar 2025 |
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| Mascagni Wealth Management | 62k | $5.2M | -5% | Mar 2025 |
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| Sanctuary Advisors | 59k | $5.2M | -5% | Dec 2024 |
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| AE Wealth Management | 58k | $5.0M | 543% | Dec 2024 |
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| Equitable Holdings | 58k | $4.9M | 12% | Dec 2024 |
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| Change Path | 56k | $4.7M | 28% | Dec 2024 |
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| Royal Bank of Canada | 55k | $4.6M | -4% | Mar 2025 |
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| HighTower Advisors | 54k | $4.6M | -1% | Dec 2024 |
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| Janney Montgomery Scott | 54k | $4.5M | -4% | Mar 2025 |
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| Dynamic Advisors Solutions | 52k | $4.3M | -4% | Mar 2025 |
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| IHT Wealth Management | 51k | $4.3M | -10% | Dec 2024 |
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| Baron Financial Group | 49k | $4.1M | 1% | Mar 2025 |
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| Wetzel Investment Advisors | 48k | $4.0M | 2% | Mar 2025 |
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| Branch Banking & Trust Company | 45k | $3.8M | 4% | Mar 2025 |
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| National Bank Of Canada /fi/ | 44k | $3.6M | 100% | Mar 2025 |
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| Horizon Financial Services | 42k | $3.5M | 3% | Mar 2025 |
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| Central Pacific Bank - Trust Division | 40k | $3.4M | -1% | Mar 2025 |
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| Armor Investment Advisors | 39k | $3.2M | 100% | Mar 2025 |
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| Capital Wealth Management | 38k | $3.2M | 0% | Mar 2025 |
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| Florin Court Capital | 37k | $3.1M | -33% | Mar 2025 |
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| Ffg Retirement Advisors | 32k | $2.7M | 1107% | Mar 2025 |
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| Ascent Group | 31k | $2.6M | 167% | Mar 2025 |
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| Steel Peak Wealth Management | 31k | $2.6M | 14% | Mar 2025 |
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| T. Rowe Price Associates | 29k | $2.5M | 100% | Dec 2024 |
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| Mirae Asset Global Investments | 29k | $2.4M | 13% | Mar 2025 |
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| National Asset Management | 28k | $2.4M | -9% | Dec 2024 |
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| Clark Capital Management Group | 27k | $2.3M | -1% | Mar 2025 |
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| Merit Financial Group | 26k | $2.2M | 499% | Mar 2025 |
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| Atria Investments | 25k | $2.1M | 25% | Dec 2024 |
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| TSA Wealth Managment | 25k | $2.1M | 2% | Mar 2025 |
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| CFS Investment Advisory Services | 25k | $2.1M | 0% | Mar 2025 |
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| IFP Advisors | 25k | $2.1M | 462% | Mar 2025 |
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| Commonwealth Equity Services | 25k | $2.1M | 20% | Dec 2024 |
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| Kestra Advisory Services | 25k | $2.1M | 22% | Dec 2024 |
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| Modern Wealth Management | 24k | $2.0M | 0% | Mar 2025 |
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| Dynasty Wealth Management | 24k | $2.0M | 47% | Mar 2025 |
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| Bnp Paribas Arbitrage, Snc | 23k | $1.9M | 100% | Mar 2025 |
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| Provident Wealth Management | 23k | $1.9M | -7% | Mar 2025 |
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| Kfg Wealth Management | 22k | $1.9M | -29% | Mar 2025 |
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| Atria Wealth Solutions | 22k | $1.9M | -19% | Mar 2025 |
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| Us Bancorp | 21k | $1.8M | -1% | Mar 2025 |
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| Icapital Wealth | 21k | $1.7M | 0% | Mar 2025 |
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| Horst & Graben Wealth Management | 20k | $1.7M | 0% | Mar 2025 |
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| Integrity Alliance | 20k | $1.6M | 16% | Mar 2025 |
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| Oppenheimer & Co | 20k | $1.6M | -14% | Mar 2025 |
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| Private Advisor | 19k | $1.6M | -42% | Mar 2025 |
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| Swp Financial | 19k | $1.6M | 4% | Mar 2025 |
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| J.w. Cole Advisors | 18k | $1.5M | 8% | Mar 2025 |
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| Triad Wealth Partners | 18k | $1.5M | 26% | Mar 2025 |
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| D.A. Davidson & Co. | 18k | $1.5M | -6% | Mar 2025 |
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| Tidemark | 18k | $1.5M | 63% | Mar 2025 |
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| Perissos Private Wealth Management | 18k | $1.5M | -1% | Mar 2025 |
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| Perigon Wealth Management | 18k | $1.5M | 14% | Mar 2025 |
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| Overbrook Management Corp. | 18k | $1.5M | -25% | Mar 2025 |
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| Toroso Investments | 17k | $1.5M | -18% | Dec 2024 |
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| Strategic Blueprint | 17k | $1.4M | 20% | Mar 2025 |
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| Citadel Advisors | 17k | $1.4M | 116% | Mar 2025 |
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| Kestra Investment Management | 16k | $1.1M | -37% | Mar 2025 |
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| Midwest Capital Advisors | 15k | $1.3M | 100% | Mar 2025 |
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| Hohimer Wealth Management | 15k | $1.3M | 0% | Mar 2025 |
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| Renaissance Technologies | 15k | $1.2M | -69% | Mar 2025 |
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| Calton & Associates | 14k | $547k | 354% | Mar 2025 |
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| Creative Financial Designs | 14k | $1.2M | 28% | Mar 2025 |
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| Banque Pictet & Cie Sa | 14k | $1.2M | 26% | Mar 2025 |
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| Coppell Advisory Solutions | 14k | $689k | 8610% | Mar 2025 |
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| Plan Group Financial | 14k | $1.1M | 452% | Mar 2025 |
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| Kelly Financial Services | 13k | $1.1M | 1% | Mar 2025 |
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| PFG Advisors | 12k | $1.0M | 21% | Dec 2024 |
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| Principal Securities | 12k | $1.0M | 0% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12k | $1.0M | -9% | Mar 2025 |
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| Herold Advisors | 12k | $1.0M | 0% | Dec 2024 |
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| Archer Investment Corp | 12k | $977k | 0% | Mar 2025 |
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| Ronald Blue Trust | 12k | $973k | 2% | Mar 2025 |
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| Key FInancial | 12k | $973k | 0% | Mar 2025 |
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| H D Vest Advisory Services | 12k | $984k | 6% | Dec 2024 |
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| Global Financial Private Client | 11k | $954k | -3% | Mar 2025 |
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| Keystone Wealth Services | 11k | $947k | -7% | Mar 2025 |
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| Brookstone Capital Management | 11k | $947k | 15% | Mar 2025 |
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| Quad-Cities Investment Group | 11k | $942k | 0% | Mar 2025 |
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| Outlook Wealth Advisors | 11k | $941k | -1% | Mar 2025 |
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| Windsor Capital Management | 11k | $941k | 0% | Mar 2025 |
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| Gries Financial | 11k | $937k | 1% | Mar 2025 |
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| Austin Private Wealth | 11k | $930k | 24% | Mar 2025 |
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| Greykasell Wealth Strategies | 11k | $911k | 2% | Mar 2025 |
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| Farther Finance Advisors | 11k | $909k | 1% | Mar 2025 |
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| Stokes Family Office | 11k | $906k | 18% | Mar 2025 |
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| Acute Investment Advisory | 3.7k | $309k | -77% | Mar 2025 |
|
| Hanson McClain Advisors | 2.7k | $229k | -82% | Mar 2025 |
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Who sold out of Ishares Tr conv bd etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wright Fund Managment | Dec 2024 | 357k | $30M |
| Redhawk Wealth Advisors | Dec 2024 | 110k | $9.3M |
| Friedenthal Financial | Dec 2024 | 52k | $4.4M |
| Puplava Financial Services | Dec 2024 | 49k | $4.2M |
| Q3 Asset Management | Dec 2024 | 47k | $4.0M |
| Client First Investment Management | Dec 2024 | 43k | $3.6M |
| First Hawaiian Bank | Dec 2024 | 41k | $3.5M |
| Retireful | Dec 2024 | 25k | $2.1M |
| Dark Forest Capital Management | Dec 2024 | 16k | $1.4M |
| Sagespring Wealth Partners | Dec 2024 | 12k | $1.0M |