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Get Institutions for : 
Ishares Convertible Bond Etf (ICVT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 222    6
Total shares held : 
 12,225,521  
% of shares held : 
 10.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 961,913  
% of shares held change : 
   0.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 809,864
 6.62%
 
Increased Positions :
80
 2,918,610
 23.87%
 
Unchanged Positions :
34
 1,094,960
 8.96%
 
Decreased Positions :
79
-1,650,916
-13.5%
 
Closed Positions :
23
-1,115,645
-9.13%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 717 - 2023-12-31 1,682,597 $132,235,000 655,231
   LPL FINANCIAL CORP 656 - 2024-03-31 464,364 $37,070,000 231,109
   AMG NATIONAL TRUST BANK 21 - 2024-03-31 449,518 $35,885,000 33,344
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 48 - 2024-03-31 436,479 $34,844,000 88,034
   Advisory Alpha LLC 20 - 2024-03-31 420,431 $33,569,000 17,403
   GREENLEAF TRUST 24 - 2024-03-31 388,612 $31,023,000 93,429
   Prestige Wealth Management Group LLC 2 - 2024-03-31 334,501 $26,703,000 42,996
   BLACKROCK INC. 2749 - 2024-03-31 333,545 $26,627,000 275,734
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 244 - 2023-12-31 284,440 $22,354,000 284,440
   BAKER AVENUE ASSET MANAGEMENT, LP 27 - 2023-12-31 282,110 $22,171,000 19,485
   Tradewinds Capital Management LLC 7 - 2024-03-31 231,848 $18,508,000 227,656
   ENVESTNET ASSET MANAGEMENT INC 1102 - 2023-12-31 224,964 $17,680,000 18,552
   CWM LLC 215 - 2024-03-31 214,159 $17,096,000 152,049
   ALLIANCEBERNSTEIN L.P. 973 - 2023-12-31 186,381 $14,648,000 12,106
   GeoWealth Management LLC 15 - 2023-12-31 179,293 $14,091,000 84,647
   Cornerstone Planning Group LLC 9 - 2024-03-31 146,706 $11,424,000 4,911
   OSBORNE PARTNERS CAPITAL MANAGEMENT 53 - 2024-03-31 141,883 $11,327,000 4,722
   J P MORGAN CHASE & CO 2001 - 2024-03-31 136,565 $10,902,000 115,504
   RENAISSANCE TECHNOLOGIES LLC 910 - 2023-12-31 137,100 $10,775,000 137,100
   AIRE ADVISORS LLC 14 - 2023-12-31 123,974 $9,755,000 1,017
   Adams Wealth Management 8 - 2023-12-31 124,072 $9,751,000 5,338
   MORGAN STANLEY 3357 - 2023-12-31 120,141 $9,442,000 9,181
   Envestnet Portfolio Solutions Inc. 247 - 2024-03-31 114,194 $9,116,000 97,379
   360 Financial Inc. 10 - 2023-12-31 95,330 $7,492,000 30,885
   GUGGENHEIM CAPITAL LLC 417 - 2023-12-31 88,167 $6,929,000 12,932
   RAYMOND JAMES & ASSOCIATES 1368 - 2024-03-31 85,459 $6,822,000 1,837
   STIFEL FINANCIAL CORP 996 - 2023-12-31 77,839 $6,117,000 200
   ROYAL BANK OF CANADA 1813 - 2023-12-31 70,726 $5,559,000 46,911
   Kades & Cheifetz LLC 8 - 2024-03-31 61,353 $4,898,000 1,014
   HIGHTOWER ADVISORS, LLC 1011 - 2024-03-31 54,709 $4,354,000 809
   Florin Court Capital LLP 11 - 2024-03-31 53,311 $4,256,000 14,711
   NATIONAL ASSET MANAGEMENT, INC. 202 - 2023-12-31 51,476 $4,045,000 9,013
   Aveo Capital Partners LLC 64 - 2024-03-31 51,731 $4,028,000 905
   Baron Financial Group LLC 16 - 2024-03-31 50,015 $3,993,000 475
   PARK AVENUE SECURITIES LLC 242 - 2024-03-31 48,318 $3,857,000 43,764
   WETZEL INVESTMENT ADVISORS INC. 9 - 2024-03-31 47,277 $3,617,000 1,182
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 935 - 2024-03-31 44,613 $3,561,000 12,900
   CAPITAL WEALTH MANAGEMENT LLC 18 - 2024-03-31 40,628 $3,243,000 4,504
   FINANCIAL NETWORK 766 - 2023-12-31 41,034 $3,225,000 7,058
   HORIZON FINANCIAL SERVICES LLC 15 - 2024-03-31 40,051 $3,197,000 906
   Retireful LLC 21 - 2024-03-31 38,878 $3,104,000 34,419
   LPWM LLC 21 - 2024-03-31 35,575 $2,793,000 82
   Dynamic Advisors Solutions LLC 266 - 2024-03-31 31,685 $2,529,000 2,178
   JANNEY MONTGOMERY SCOTT LLC 1039 - 2024-03-31 31,617 $2,524,000 28,618
   OPPENHEIMER & CO INC 509 - 2024-03-31 25,551 $2,040,000 827
   Csenge Advisory Group 146 - 2024-03-31 24,899 $1,988,000 623
   Econ Financial Services Corp 27 - 2023-12-31 24,685 $1,940,000 710
   Atria Wealth Solutions Inc. 673 - 2023-12-31 20,167 $1,585,000 15,449
   Baldrige Asset Management LLC 39 - 2023-03-31 20,489 $1,488,000 267
   MODERA WEALTH MANAGEMENT, LLC 253 - 2023-12-31 17,947 $1,410,000 17,947
   Palogic Value Management L.P. 68 - 2023-12-31 14,268 $1,121,000 1,455
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 930 - 2023-12-31 14,191 $1,115,000 1,472
   US BANCORP 1069 - 2024-03-31 13,807 $1,102,000 12,468
   Outlook Wealth Advisors LLC 67 - 2024-03-31 12,408 $991,000 621
   Capital Advisory Group Advisory Services LLC 57 - 2024-03-31 12,316 $983,000 281
   Archer Investment Corp 76 - 2024-03-31 11,688 $933,000 575
   Anfield Capital Management LLC 52 - 2024-03-31 11,516 $919,000 1,680
   OneAscent Financial Services LLC 138 - 2024-03-31 10,611 $847,000 295
   J.W. COLE ADVISORS INC. 379 - 2024-03-31 10,304 $823,000 1,702
   Spire Wealth Management 415 - 2024-03-31 10,256 $819,000 2,976
   Centurion Wealth Management LLC 62 - 2024-03-31 9,938 $793,000 2,706
   WINDSOR CAPITAL MANAGEMENT, LLC 62 - 2024-03-31 9,691 $774,000 147
   ADVISORY SERVICES NETWORK, LLC 803 - 2024-03-31 9,107 $727,000 849
   Quad-Cities Investment Group LLC 68 - 2024-03-31 8,221 $656,000 305
   Comprehensive Wealth Management LLC 17 - 2024-03-31 8,074 $645,000 693
   Millington Financial Advisors LLC 48 - 2024-03-31 7,814 $624,000 133
   Ronald Blue Trust Inc. 255 - 2024-03-31 7,199 $575,000 6,733
   FFG RETIREMENT ADVISORS LLC 42 - 2024-03-31 7,014 $560,000 1,833
   Ridgewood Investments LLC 110 - 2024-03-31 6,893 $550,000 669
   HANLON INVESTMENT MANAGEMENT, INC. 85 - 2024-03-31 6,540 $522,000 1,552
   CREATIVE FINANCIAL DESIGNS INC /ADV 262 - 2024-03-31 6,341 $506,000 2,860
   Snowden Capital Advisors LLC 682 - 2023-12-31 6,287 $494,000 1,860
   JB Capital LLC 146 - 2024-03-31 5,837 $466,000 3,261
   Qube Research & Technologies Ltd 2006 - 2023-12-31 5,840 $459,000 3,245
   Bay Harbor Wealth Management LLC 39 - 2024-03-31 5,606 $448,000 5,595
   Acorn Wealth Advisors LLC 106 - 2024-03-31 4,772 $381,000 67
   OROURKE & COMPANY Inc 95 - 2024-03-31 4,664 $372,000 156
   Scarborough Advisors LLC 39 - 2024-03-31 4,640 $370,000 4,505
   Nelson Van Denburg & Campbell Wealth Management Gr 549 - 2024-03-31 4,347 $347,000 4,047
   Ignite Planners LLC 196 - 2024-03-31 4,245 $338,000 177
   Emerald Investment Partners LLC 224 - 2024-03-31 4,214 $336,000 3,384
   TRUE Private Wealth Advisors 221 - 2024-03-31 4,121 $329,000 468
   FinTrust Capital Advisors LLC 213 - 2024-03-31 4,080 $326,000 188
   Wealthfront Advisers LLC 792 - 2024-03-31 4,005 $320,000 242
   SCOTIA CAPITAL INC. 682 - 2023-12-31 3,344 $263,000 283
   CLS INVESTMENT FIRM LLC 1202 - 2022-12-31 3,729 $259,000 542
   PROEQUITIES INC. 599 - 2024-03-31 3,233 $258,000 3,038
   PRINCIPAL SECURITIES INC. 914 - 2024-03-31 3,193 $255,000 192
   BLAIR WILLIAM & CO/IL 1359 - 2024-03-31 2,790 $223,000 449
   PRIVATE TRUST CO NA 606 - 2024-03-31 2,766 $221,000 2,613
   CREATIVE PLANNING 2328 - 2023-12-31 2,815 $221,000 2,815
   TOWNSQUARE CAPITAL LLC 1054 - 2023-12-31 2,627 $206,000 2,627
   Coppell Advisory Solutions LLC 263 - 2023-12-31 2,570 $202,000 2,570
   COMERICA BANK 2274 - 2023-12-31 2,333 $183,000 8
   Global Retirement Partners LLC 878 - 2024-03-31 1,952 $156,000 62
   Steward Partners Investment Advisory LLC 1564 - 2023-12-31 1,638 $129,000 388
   Park Place Capital Corp 292 - 2024-03-31 1,516 $121,000 532
   HARBOUR INVESTMENTS INC. 1143 - 2023-12-31 1,229 $97,000 278
   FTB Advisors Inc. 833 - 2024-03-31 824 $66,000 752
   Farther Finance Advisors LLC 945 - 2023-12-31 822 $65,000 48
  100 Records found
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