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 | 1.7M | $132M | 64% | Dec 2023 |
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| Assetmark | 1.6M | $123M | 294% | Dec 2023 |
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| Financial Gravity Wealth | 922k | $65M | 0% | Dec 2023 |
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| Amg National Trust Bank | 416k | $33M | -11% | Dec 2023 |
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| Advisory Alpha | 403k | $32M | 2% | Dec 2023 |
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| New York Life Investment Management | 348k | $27M | 11% | Dec 2023 |
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| Greenleaf Trust | 295k | $23M | 100% | Dec 2023 |
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| Prestige Wealth Management Group | 292k | $23M | -7% | Dec 2023 |
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| Baker Avenue Asset Management | 282k | $22M | 7% | Dec 2023 |
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| Gradient Investments | 248k | $19M | -35% | Dec 2023 |
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| Nomura Asset Management | 245k | $19M | -19% | Dec 2023 |
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| Advisor Group Holdings | 241k | $19M | 148% | Dec 2023 |
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| Tradewinds Capital Management | 232k | $19M | 5431% | Mar 2024 |
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| CWM | 214k | $17M | 245% | Mar 2024 |
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| Alliancebernstein | 186k | $15M | 7% | Dec 2023 |
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| Certified Advisory Corp | 153k | $12M | 100% | Dec 2023 |
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| Cornerstone Planning Group | 142k | $11M | 11% | Dec 2023 |
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| Osborne Partners Capital Management | 137k | $11M | 0% | Dec 2023 |
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| Adams Wealth Management | 124k | $9.8M | 4% | Dec 2023 |
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| Aire Advisors | 124k | $9.8M | 1% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 88k | $6.9M | 17% | Dec 2023 |
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| Raymond James & Associates | 86k | $6.8M | 2% | Mar 2024 |
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| Stifel Financial | 78k | $6.1M | 0% | Dec 2023 |
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| UBS Group | 75k | $5.9M | -26% | Dec 2023 |
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| Royal Bank of Canada | 71k | $5.6M | 197% | Dec 2023 |
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| Raymond James Financial Services Advisors | 65k | $5.2M | -37% | Mar 2024 |
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| Kades & Cheifetz | 60k | $4.7M | -10% | Dec 2023 |
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| HighTower Advisors | 54k | $4.2M | 0% | Dec 2023 |
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| Mercer Global Advisors | 52k | $4.1M | -8% | Dec 2023 |
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| National Asset Management | 52k | $4.0M | 21% | Dec 2023 |
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| Aveo Capital Partners | 51k | $4.0M | 100% | Dec 2023 |
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| Baron Financial Group | 50k | $3.9M | 0% | Dec 2023 |
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| Private Advisor | 50k | $3.9M | 18% | Dec 2023 |
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| Park Avenue Securities | 48k | $3.9M | 961% | Mar 2024 |
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| Wetzel Investment Advisors | 47k | $3.6M | 3% | Mar 2024 |
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| Beaumont Capital Management | 45k | $3.5M | 162% | Dec 2023 |
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| Overbrook Management Corp. | 41k | $3.3M | -16% | Mar 2024 |
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| Capital Wealth Management | 41k | $3.2M | 12% | Mar 2024 |
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| Horizon Financial Services | 39k | $3.1M | 1% | Dec 2023 |
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| Retireful | 39k | $3.1M | 772% | Mar 2024 |
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| Florin Court Capital | 39k | $3.0M | 58% | Dec 2023 |
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| Commonwealth Equity Services | 38k | $3.0M | -4% | Dec 2023 |
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| Aspire Wealth Management Corp | 37k | $2.9M | 0% | Dec 2023 |
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| LPWM | 36k | $2.8M | 0% | Mar 2024 |
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| Windham Capital Management | 32k | $2.5M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 32k | $2.5M | -82% | Dec 2023 |
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| Dynamic Advisors Solutions | 32k | $2.5M | 7% | Mar 2024 |
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| Calamos Wealth Management | 31k | $2.4M | 100% | Dec 2023 |
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| Provident Wealth Management | 29k | $2.3M | -3% | Mar 2024 |
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| Mutual Advisors | 26k | $2.0M | -3% | Dec 2023 |
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| Axxcess Wealth Management | 25k | $2.0M | -15% | Dec 2023 |
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| Econ Financial Services Corp | 25k | $1.9M | 3% | Dec 2023 |
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| Branch Banking & Trust Company | 24k | $1.9M | -12% | Dec 2023 |
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| Key FInancial | 23k | $1.8M | -2% | Dec 2023 |
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| Schonfeld Strategic Advisors | 22k | $1.7M | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 21k | $1.7M | -17% | Dec 2023 |
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| Eudaimonia Partners | 21k | $1.6M | 96% | Dec 2023 |
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| Atria Wealth Solutions | 20k | $1.6M | 327% | Dec 2023 |
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| Toroso Investments | 19k | $1.5M | -19% | Dec 2023 |
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| H D Vest Advisory Services | 18k | $1.4M | 39% | Dec 2023 |
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| Modera Wealth Management | 18k | $1.4M | -9% | Dec 2023 |
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| Icapital Wealth | 18k | $1.4M | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 17k | $1.4M | -16% | Dec 2023 |
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| Capital Asset Advisory Services | 17k | $1.3M | -2% | Mar 2024 |
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| Atria Investments | 17k | $1.3M | -76% | Dec 2023 |
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| Envestnet Portfolio Solutions | 17k | $1.3M | 100% | Dec 2023 |
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| Steel Peak Wealth Management | 15k | $1.2M | 100% | Mar 2024 |
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| Hanson McClain Advisors | 15k | $1.2M | 321% | Dec 2023 |
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| AE Wealth Management | 15k | $1.2M | -47% | Dec 2023 |
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| Hohimer Wealth Management | 15k | $1.2M | 0% | Dec 2023 |
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| Mirae Asset Global Investments | 13k | $1.1M | 0% | Dec 2023 |
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| Herold Advisors | 13k | $987k | 0% | Dec 2023 |
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| Outlook Wealth Advisors | 12k | $991k | 5% | Mar 2024 |
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| Capital Advisory Group Advisory Services | 12k | $983k | 2% | Mar 2024 |
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| Horst & Graben Wealth Management | 12k | $944k | 100% | Mar 2024 |
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| Archer Investment Corp | 11k | $873k | 7% | Dec 2023 |
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| Northwest Capital Management | 11k | $875k | -14% | Mar 2024 |
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| OneAscent Financial Services | 11k | $847k | 3% | Mar 2024 |
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| CoreCap Advisors | 9.9k | $780k | -1% | Dec 2023 |
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| Anfield Capital Management | 9.8k | $773k | 3% | Dec 2023 |
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| Windsor Capital Management | 9.7k | $774k | 2% | Mar 2024 |
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| Richard W. Paul & Associates | 9.6k | $756k | -1% | Dec 2023 |
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| J.w. Cole Advisors | 8.6k | $676k | 24% | Dec 2023 |
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| Strategic Blueprint | 8.5k | $679k | 100% | Mar 2024 |
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| IFP Advisors | 8.4k | $663k | -23% | Dec 2023 |
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| RHS Financial | 8.3k | $661k | -1% | Mar 2024 |
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| Advisory Services Network | 8.3k | $649k | -22% | Dec 2023 |
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| Quad-Cities Investment Group | 8.2k | $656k | 4% | Mar 2024 |
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| Millington Financial Advisors | 7.7k | $604k | -9% | Dec 2023 |
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| Compagnie Lombard, Odier SCA | 7.6k | $594k | 0% | Dec 2023 |
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| United Capital Financial Advisers | 7.4k | $582k | 100% | Dec 2023 |
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| Comprehensive Wealth Management | 7.4k | $580k | -68% | Dec 2023 |
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| Kestra Advisory Services | 7.4k | $580k | -20% | Dec 2023 |
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| Westshore Wealth | 7.4k | $580k | 0% | Dec 2023 |
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| Spire Wealth Management | 7.3k | $563k | 4% | Dec 2023 |
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| Stratos Wealth Partners | 7.2k | $579k | -6% | Mar 2024 |
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| Centurion Wealth Management | 7.2k | $568k | 4% | Dec 2023 |
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| Independent Wealth Network | 7.1k | $569k | -1% | Mar 2024 |
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| Wells Fargo & Company | 6.9k | $546k | 36463% | Dec 2023 |
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| Scissortail Wealth Management | 6.6k | $519k | -9% | Dec 2023 |
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| Brookstone Capital Management | 6.5k | $517k | 100% | Mar 2024 |
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| Snowden Capital Advisors | 6.3k | $494k | 42% | Dec 2023 |
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| Ridgewood Investments | 6.2k | $489k | 12% | Dec 2023 |
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| Security Financial Services | 6.2k | $494k | 100% | Mar 2024 |
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| Advisors Asset Management | 6.0k | $471k | 0% | Dec 2023 |
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| Aletheian Wealth Advisors | 5.7k | $458k | 0% | Mar 2024 |
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| Bay Harbor Wealth Management | 5.6k | $448k | 50864% | Mar 2024 |
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| Strategic Wealth Designers | 5.6k | $441k | 100% | Dec 2023 |
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| Austin Private Wealth | 5.5k | $438k | 100% | Mar 2024 |
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| McAdam | 5.2k | $417k | 0% | Mar 2024 |
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| Bigelow Investment Advisors | 5.2k | $411k | -12% | Dec 2023 |
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| Ffg Retirement Advisors | 5.2k | $407k | -10% | Dec 2023 |
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| Hanlon Investment Management | 5.0k | $392k | 100% | Dec 2023 |
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| Continuum Advisory | 4.9k | $389k | 100% | Dec 2023 |
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| Transamerica Financial Advisors | 4.7k | $370k | -37% | Dec 2023 |
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| Acorn Wealth Advisors | 4.7k | $370k | 0% | Dec 2023 |
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| O'rourke & Company | 4.7k | $372k | 3% | Mar 2024 |
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| Mosley Wealth Management | 4.5k | $362k | 100% | Mar 2024 |
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| Pettinga Financial Advisors | 4.4k | $351k | 100% | Mar 2024 |
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| Pflug Koory | 4.4k | $350k | -6% | Mar 2024 |
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| VitalStone Financial | 4.4k | $342k | 100% | Dec 2023 |
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| Ignite Planners | 4.2k | $338k | 4% | Mar 2024 |
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| Wealthfront Advisers | 4.0k | $320k | 6% | Mar 2024 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4.0k | $313k | 0% | Dec 2023 |
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| Wagner Bowman Management | 3.7k | $297k | 0% | Mar 2024 |
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| James Investment Research | 3.7k | $290k | -15% | Dec 2023 |
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| Eagle Strategies | 3.7k | $294k | 100% | Mar 2024 |
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| TRUE Private Wealth Advisors | 3.7k | $287k | -89% | Dec 2023 |
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| Robertson Stephens Wealth Management | 3.6k | $280k | -8% | Dec 2023 |
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| Creative Financial Designs | 3.5k | $274k | 56% | Dec 2023 |
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| Citadel Advisors | 3.4k | $267k | -37% | Dec 2023 |
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| Scotia Capital | 3.3k | $263k | 9% | Dec 2023 |
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| Hilltop Partners | 3.2k | $254k | -95% | Dec 2023 |
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| Meridian Wealth Management | 3.1k | $243k | 1% | Dec 2023 |
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| Synergy Financial Management | 3.1k | $247k | -22% | Mar 2024 |
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| Principal Securities | 3.0k | $236k | 100% | Dec 2023 |
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| Janney Montgomery Scott | 3.0k | $236k | -15% | Dec 2023 |
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| Creative Planning | 2.8k | $221k | 100% | Dec 2023 |
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| One Wealth Advisors | 2.8k | $223k | 100% | Mar 2024 |
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| Sierra Capital | 2.8k | $219k | 1% | Dec 2023 |
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| Bank Of Montreal | 2.7k | $214k | 100% | Dec 2023 |
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| PFG Advisors | 2.7k | $211k | -9% | Dec 2023 |
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| First National Bank & Trust Co Of Newtown | 2.7k | $211k | -4% | Dec 2023 |
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| Cypress Wealth Services | 2.6k | $211k | 100% | Mar 2024 |
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| Townsquare Capital | 2.6k | $207k | 100% | Dec 2023 |
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| JB Capital | 2.6k | $203k | -6% | Dec 2023 |
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| Coppell Advisory Solutions | 2.6k | $202k | 100% | Dec 2023 |
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| Front Row Advisors | 2.6k | $201k | -18% | Dec 2023 |
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| William Blair $ Company | 2.3k | $184k | 0% | Dec 2023 |
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| Concorde Asset Management | 2.0k | $882k | 100% | Dec 2023 |
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| Element Wealth | 2.0k | $158k | -3% | Dec 2023 |
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| Harbor Investment Advisory | 2.0k | $158k | 0% | Mar 2024 |
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| Dunhill Financial | 1.4k | $109k | -34% | Dec 2023 |
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Who sold out of Ishares Tr conv bd etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of Nova Scotia | Sep 2023 | 652k | $48M |
| Moody National Bank Trust Division | Dec 2023 | 53k | $4.2M |
| Prime Capital Investment Advisors | Sep 2023 | 21k | $1.5M |
| Onyx Bridge Wealth Group | Sep 2023 | 8.6k | $640k |
| Calton & Associates | Dec 2023 | 5.8k | $458k |
| Patton Albertson & Miller | Sep 2023 | 3.6k | $264k |
| SWMG | Sep 2023 | 2.8k | $211k |
| Aprio Wealth Management | Dec 2023 | 2.6k | $201k |
| Provida Pension Fund Administrator | Sep 2023 | 2.0k | $148k |