iShares Convertible Bond ETF (ICVT) Institutional Ownership

$79.74

+0.40 (+0.50%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 171
Total Institutional Inflows (last 12 months): $598.13M

Number of Institutional Sellers (last 12 months): 91
Total Institutional Outflows (last 12 months): $242.38M

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ICVT Institutional Buying and Selling by Quarter

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iShares Convertible Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Aletheian Wealth Advisors LLC	6,494	$511K	0.3%	+13.2%	0.027%
7/26/2024	WealthShield Partners LLC	5,428	$427K	0.1%	+28.8%	0.022%
7/26/2024	Cambridge Investment Research Advisors Inc.	50,338	$3.96M	0.0%	+12.8%	0.208%
7/26/2024	Bank of New York Mellon Corp	39,874	$3.14M	0.0%	+25.9%	0.165%
7/25/2024	TNF LLC	4,209	$336K	0.1%	N/A	0.017%
7/25/2024	AMG National Trust Bank	484,267	$38.08M	1.0%	+7.7%	2.001%
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7/25/2024	Overbrook Management Corp	32,523	$2.56M	0.6%	-21.0%	0.134%
7/25/2024	Pettinga Financial Advisors LLC	3,434	$270K	0.1%	-21.8%	0.014%
7/25/2024	Pictet North America Advisors SA	145,208	$11.42M	1.2%	+288.5%	0.600%
7/24/2024	McAdam LLC	4,722	$371K	0.0%	-9.6%	0.020%
7/24/2024	EWA LLC	4,148	$333K	0.1%	-3.5%	0.017%
7/24/2024	Lebenthal Global Advisors LLC	117,816	$9.26M	2.0%	N/A	0.487%
7/24/2024	JB Capital LLC	6,440	$506K	0.0%	+10.3%	0.027%
7/23/2024	Richard W. Paul & Associates LLC	10,336	$813K	0.3%	+6.2%	0.043%
7/23/2024	Concourse Financial Group Securities Inc.	3,581	$282K	0.0%	+10.8%	0.015%
7/23/2024	Keystone Financial Services	3,120	$245K	0.1%	+7.1%	0.013%
7/23/2024	Horst & Graben Wealth Management LLC	11,977	$942K	0.2%	+1.3%	0.049%
7/22/2024	Atria Wealth Solutions Inc.	22,720	$1.79M	0.0%	-8.1%	0.094%
7/22/2024	Onyx Bridge Wealth Group LLC	54,242	$4.27M	0.7%	N/A	0.224%
7/20/2024	First Horizon Advisors Inc.	1,221	$96K	0.0%	+48.2%	0.005%
7/20/2024	Milestone Asset Management LLC	5,805	$456K	0.1%	N/A	0.024%
7/19/2024	Raymond James & Associates	84,999	$6.68M	0.0%	-0.5%	0.351%
7/18/2024	Gradient Investments LLC	55,421	$4.36M	0.1%	-76.8%	0.229%
7/18/2024	Brookstone Capital Management	7,146	$576K	0.0%	+10.4%	0.030%
7/18/2024	Outlook Wealth Advisors LLC	11,545	$908K	0.3%	-7.0%	0.048%
7/18/2024	O ROURKE & COMPANY Inc	4,326	$340K	0.2%	-7.2%	0.018%
7/17/2024	Sharkey Howes & Javer	3,044	$239K	0.0%	N/A	0.013%
7/17/2024	Provident Wealth Management LLC	27,096	$2.13M	0.8%	-5.2%	0.112%
7/17/2024	SteelPeak Wealth LLC	17,298	$1.36M	0.1%	+12.6%	0.071%
7/17/2024	Capital Wealth Management LLC	39,850	$3.13M	1.4%	-1.9%	0.165%
7/16/2024	Envestnet Portfolio Solutions Inc.	123,742	$9.73M	0.0%	+8.4%	0.511%
7/16/2024	Tsfg LLC	1,944	$153K	0.0%	N/A	0.008%
7/16/2024	RHS Financial LLC	7,380	$580K	0.4%	-10.9%	0.030%
7/16/2024	Wealth Enhancement Advisory Services LLC	56,479	$4.44M	0.0%	N/A	0.233%
7/15/2024	Dynamic Advisor Solutions LLC	43,268	$3.40M	0.1%	+36.6%	0.179%
7/15/2024	Lpwm LLC	35,116	$2.77M	1.0%	-1.3%	0.145%
7/13/2024	Quad Cities Investment Group LLC	9,808	$771K	0.4%	+19.3%	0.041%
7/13/2024	Austin Private Wealth LLC	5,693	$448K	0.0%	+2.7%	0.024%
7/10/2024	Csenge Advisory Group	2,845	$224K	0.0%	-88.6%	0.012%
7/10/2024	Simplicity Wealth LLC	7,621	$599K	0.0%	+26.2%	0.031%
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7/10/2024	CWM LLC	188,569	$14.83M	0.1%	-11.9%	0.779%
7/9/2024	Park Avenue Securities LLC	55,917	$4.40M	0.1%	+15.7%	0.231%
7/9/2024	Northwest Capital Management Inc	5,370	$422K	0.2%	-51.0%	0.022%
7/5/2024	Stokes Family Office LLC	3,808	$299K	0.0%	+3.8%	0.016%
7/2/2024	Park Place Capital Corp	494	$39K	0.0%	-67.4%	0.002%
6/11/2024	American Trust	2,762	$221K	0.0%	N/A	0.011%
5/24/2024	Cetera Advisors LLC	32,695	$2.61M	0.0%	+197.7%	0.135%
5/24/2024	Cetera Investment Advisers	143,572	$11.46M	0.0%	+368.9%	0.593%
5/24/2024	Invst LLC	4,994	$397K	0.0%	N/A	0.021%
5/21/2024	Atria Investments Inc	22,800	$1.82M	0.0%	+35.6%	0.094%
5/21/2024	LRI Investments LLC	375	$30K	0.0%	N/A	0.002%
5/20/2024	Adams Wealth Management	142,864	$11.41M	2.8%	+15.1%	0.590%
5/17/2024	Comerica Bank	11,180	$892K	0.0%	+379.2%	0.046%
5/17/2024	Tidal Investments LLC	23,610	$1.89M	0.0%	+24.5%	0.098%
5/17/2024	Creekmur Asset Management LLC	314	$25K	0.0%	-83.1%	0.001%
5/16/2024	Global Financial Private Client LLC	11,968	$953K	0.4%	+44.7%	0.049%
5/16/2024	B. Riley Wealth Advisors Inc.	42,463	$3.15M	0.1%	-17.5%	0.175%
5/16/2024	Econ Financial Services Corp	14,059	$1.12M	0.7%	-43.0%	0.058%
5/15/2024	Ascent Group LLC	21,243	$1.70M	0.1%	+7.8%	0.088%
5/15/2024	LRI Investments LLC	375	$29K	0.0%	N/A	0.002%
5/15/2024	1832 Asset Management L.P.	277,548	$22.16M	0.0%	-2.4%	1.147%
5/14/2024	Advisors Asset Management Inc.	6,267	$500K	0.0%	+4.7%	0.026%
5/14/2024	Axxcess Wealth Management LLC	22,189	$1.77M	0.0%	-10.7%	0.092%
5/14/2024	CreativeOne Wealth LLC	41,825	$3.34M	0.1%	N/A	0.173%
5/13/2024	Financial Gravity Asset Management Inc.	77,854	$6.22M	1.6%	-91.6%	0.322%
5/13/2024	Hilltop Partners LLC	80,643	$6.44M	2.3%	+2,391.3%	0.333%
5/13/2024	PAX Financial Group LLC	3,655	$292K	0.1%	N/A	0.015%
5/10/2024	Osaic Holdings Inc.	180,811	$14.44M	0.0%	-24.8%	0.747%
5/9/2024	Blair William & Co. IL	2,790	$223K	0.0%	+19.2%	0.012%
5/8/2024	TSA Wealth Managment LLC	19,980	$1.60M	0.7%	N/A	0.083%
5/8/2024	Advisors Preferred LLC	322	$26K	0.0%	N/A	0.001%
5/8/2024	Avantax Advisory Services Inc.	16,384	$1.31M	0.0%	-9.9%	0.068%
5/8/2024	US Bancorp DE	13,807	$1.10M	0.0%	+931.1%	0.057%
5/8/2024	Cornerstone Planning Group LLC	146,706	$11.42M	3.5%	+3.5%	0.606%
5/7/2024	BCGM Wealth Management LLC	3,247	$259K	0.1%	N/A	0.013%
5/7/2024	Shared Vision Wealth Group LLC	5,564	$444K	0.3%	N/A	0.023%
5/7/2024	Oppenheimer Asset Management Inc.	31,887	$2.55M	0.0%	-53.1%	0.132%
5/7/2024	Oppenheimer & Co. Inc.	25,551	$2.04M	0.0%	+3.3%	0.106%
5/7/2024	Stokes Family Office LLC	3,667	$293K	0.0%	N/A	0.015%
5/6/2024	Envestnet Portfolio Solutions Inc.	114,194	$9.12M	0.0%	+579.1%	0.472%
5/6/2024	Kades & Cheifetz LLC	61,353	$4.90M	3.1%	+1.7%	0.254%
5/6/2024	VitalStone Financial LLC	741	$59K	0.0%	-83.0%	0.003%
5/6/2024	Advisory Alpha LLC	420,431	$33.57M	1.4%	+4.3%	1.737%
5/4/2024	Csenge Advisory Group	24,899	$1.99M	0.1%	+2.6%	0.103%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	3,149	$251K	0.0%	N/A	0.013%
5/3/2024	Pictet North America Advisors SA	37,378	$2.98M	0.3%	N/A	0.154%
5/3/2024	Liberty Wealth Management LLC	3,280	$264K	0.1%	N/A	0.014%
5/2/2024	FinTrust Capital Advisors LLC	4,080	$326K	0.1%	+4.8%	0.017%
5/2/2024	Comprehensive Wealth Management LLC	8,074	$645K	0.5%	+9.4%	0.033%
5/2/2024	Hanlon Investment Management Inc.	6,540	$522K	0.2%	+31.1%	0.027%
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5/1/2024	Janney Montgomery Scott LLC	31,617	$2.52M	0.0%	+954.3%	0.131%
5/1/2024	Blue Trust Inc.	7,199	$575K	0.0%	+1,444.8%	0.030%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	12,026	$960K	0.0%	-10.1%	0.051%
5/1/2024	Concourse Financial Group Securities Inc.	3,233	$258K	0.0%	+1,557.9%	0.014%
4/30/2024	Private Advisor Group LLC	30,058	$2.40M	0.0%	-39.2%	0.128%
4/30/2024	J.W. Cole Advisors Inc.	10,304	$823K	0.0%	+19.8%	0.044%
4/30/2024	True Vision MN LLC	3,586	$277K	0.2%	N/A	0.015%
4/30/2024	Perigon Wealth Management LLC	8,241	$658K	0.0%	N/A	0.035%
4/29/2024	Commonwealth Equity Services LLC	24,573	$1.96M	0.0%	-35.5%	0.105%
4/29/2024	Greenleaf Trust	388,612	$31.02M	0.3%	+31.7%	1.654%

(Data available from 1/1/2016 forward)

ICVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICVT shares?: During the previous two years, 362 institutional investors and hedge funds held shares of iShares Convertible Bond ETF. The most heavily invested institutionals were Assetmark Inc. ($122.78M), Bank of America Corp DE ($73.35M), Bank of Nova Scotia ($48.42M), Jane Street Group LLC ($42.11M), AMG National Trust Bank ($38.08M), Advisor Group Holdings Inc. ($35.50M), and Advisory Alpha LLC ($33.57M).Learn more on ICVT's institutional investors.
Which institutional investors have been buying iShares Convertible Bond ETF stock?: Of the 320 institutional investors that purchased iShares Convertible Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($5.05M), CFS Investment Advisory Services LLC ($2.74M), Assetmark Inc. ($1.74M), Tradewinds Capital Management LLC ($1.32M), LPL Financial LLC ($1.06M), Financial Gravity Asset Management Inc. ($921.48K), and CWM LLC ($895.35K).
How much institutional buying is happening at iShares Convertible Bond ETF?: Institutional investors have bought a total of 26,071,551 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Which iShares Convertible Bond ETF major shareholders have been selling company stock?: Of the 207 institutional investors that sold iShares Convertible Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($5.93M), CWM LLC ($1.29M), Tradewinds Capital Management LLC ($1.09M), LPL Financial LLC ($902.41K), Financial Gravity Asset Management Inc. ($860.04K), AE Wealth Management LLC ($757.32K), and Jane Street Group LLC ($640.91K).
How much institutional selling is happening at iShares Convertible Bond ETF?: Institutional investors have sold a total of 16,619,553 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.