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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Financial Gravity Wealth Inc. 43 - 2023-12-31 922,016 $85,026,000 0
   WINDHAM CAPITAL MANAGEMENT, LLC 31 - 2023-12-31 31,799 $2,499,000 0
   FINANCIAL ARCHITECTS INC 53 - 2023-06-30 32,329 $2,469,000 0
   Key Financial Inc 46 - 2024-03-31 22,450 $1,764,000 0
   ICAPITAL WEALTH LLC 31 - 2024-03-31 17,650 $1,409,000 0
   Hall Private Wealth Advisors 23 - 2023-09-30 14,033 $1,041,000 0
   Westshore Wealth LLC 30 - 2023-12-31 7,375 $580,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 648 - 2023-12-31 4,000 $313,000 0
   WAGNER CAPITAL MANAGEMENT CORP 262 - 2024-03-31 3,717 $297,000 0
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 133 - 2024-03-31 2,685 $214,000 0
   Element Wealth LLC 146 - 2024-03-31 2,013 $161,000 0
   HARBOR INVESTMENT ADVISORY LLC 374 - 2024-03-31 1,984 $158,000 0
   PINNACLE HOLDINGS LLC 139 - 2024-03-31 1,693 $135,000 0
   Aptus Capital Advisors LLC 641 - 2023-12-31 870 $68,000 0
   Beacon Capital Management LLC 432 - 2023-12-31 207 $15,000 0
   Capital Investment Advisory Services LLC 801 - 2024-03-31 155 $12,000 0
   FSC Wealth Advisors LLC 190 - 2024-03-31 133 $11,000 0
   Geneos Wealth Management Inc. 1661 - 2024-03-31 70 $6,000 0
   EverSource Wealth Advisors LLC 2354 - 2023-12-31 13 $1,000 0
   SALEM INVESTMENT COUNSELORS INC 1099 - 2024-03-31 14 $1,000 0
   DHJJ Financial Advisors Ltd. 673 - 2024-03-31 1 $0 0
   Running Point Capital Advisors LLC 164 - 2023-12-31 4 $0 0
  22 Records found
  1    
  Page 1 of 1
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