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BATS:ICVTiShares Convertible Bond ETF Institutional Ownership

$72.25
+0.65 (+0.91 %)
(As of 07/3/2020 04:00 PM ET)
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Today's Range
$72.07
Now: $72.25▼
$72.82
50-Day Range
$62.46
MA: $67.60▼
$72.25
52-Week Range
$50.43
Now: $72.25▼
$58.18
Volume44,226 shs
Average VolumeN/A
Market CapitalizationN/A
P/E RatioN/A
Dividend YieldN/A
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

 

Institutional Buying and Selling by Quarter


iShares Convertible Bond ETF (BATS ICVT) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
6/16/2020Royal Bank of Canada36,297$1.97M0.0%+34.8%0.000%
5/21/2020HighTower Advisors LLC16,136$0.87M0.0%-43.1%0.000%
5/18/2020Colony Group LLC3,941$0.21M0.0%-4.1%0.000%
5/18/2020Advisor Group Holdings Inc.58,438$3.18M0.0%N/A0.000%
5/16/2020H&H Retirement Design & Management INC43,734$2.38M2.3%N/A0.000%
5/15/2020Ameritas Investment Company LLC652$35K0.0%N/A0.000%
5/15/2020Jane Street Group LLC1,367,657$74.35M0.1%+42,046.6%0.000%
5/14/2020Wells Fargo & Company MN7,431$0.40M0.0%-3.1%0.000%
5/14/2020Stringer Asset Management LLC16,573$0.90M1.5%N/A0.000%
5/14/2020FormulaFolio Investments LLC230,667$12.54M0.7%+233.2%0.000%
5/14/2020MML Investors Services LLC40,047$2.18M0.0%+18.9%0.000%
5/13/2020Proequities Inc.39,921$2.17M0.2%+5.7%0.000%
5/12/2020Private Advisor Group LLC16,154$0.88M0.0%+5.3%0.000%
5/12/2020Eqis Capital Management Inc.14,465$0.96M0.1%+12.1%0.000%
5/12/2020BW Gestao de Investimentos Ltda.850,000$46.21M14.5%-54.5%0.000%
5/12/2020Rockefeller Capital Management L.P.544$30K0.0%N/A0.000%
5/11/2020Commonwealth Equity Services LLC40,782$2.22M0.0%-12.8%0.000%
5/11/2020Cardan Capital Partners LLC40,262$2.19M0.4%N/A0.000%
5/8/2020Front Row Advisors LLC2,813$0.17M0.1%+201.2%0.000%
5/8/2020Cambridge Investment Research Advisors Inc.15,448$0.84M0.0%+16.2%0.000%
5/7/2020Dynamic Advisor Solutions LLC9,231$0.50M0.1%-12.4%0.000%
5/7/2020Archer Investment Corp9,560$0.52M0.3%-32.0%0.000%
5/7/2020Financial Architects Inc23,591$1.28M0.4%+264.3%0.000%
5/7/2020MBE Wealth Management LLC1,660$90K0.1%N/A0.000%
5/7/2020Cedar Brook Financial Partners LLC7,762$0.42M0.2%-24.8%0.000%
5/7/2020AE Wealth Management LLC19,207$1.04M0.0%-77.4%0.000%
5/5/2020Blue Sky Asset Management LLC64,606$3.51M1.4%-31.9%0.000%
5/4/2020GWM Advisors LLC116,374$6.33M0.3%+3.6%0.000%
5/1/2020Sigma Planning Corp4,525$0.25M0.0%N/A0.000%
4/29/2020Burt Wealth Advisors6,300$0.34M0.2%N/A0.000%
4/29/2020Core Wealth Advisors Inc.5,051$0.28M0.2%+4.1%0.000%
4/28/2020Trilogy Capital Inc.130,355$7.96M0.9%+14.1%0.000%
4/28/2020KCS Wealth Advisory12,640$0.69M0.7%+9.8%0.000%
4/27/2020Newfound Research LLC599$33K0.0%-83.3%0.000%
4/23/2020Envestnet Asset Management Inc.54,493$2.96M0.0%-42.1%0.000%
4/23/2020Stewardship Advisors LLC23,848$1.30M0.8%N/A0.000%
4/22/2020LexAurum Advisors LLC5,103$0.28M0.2%N/A0.000%
4/21/2020Raymond James & Associates86,354$4.70M0.0%+19.7%0.000%
4/21/2020Raymond James Financial Services Advisors Inc.31,231$1.70M0.0%-37.6%0.000%
4/21/2020Insight Wealth Strategies LLC7,177$0.39M0.1%-27.1%0.000%
4/20/2020Firestone Capital Management2,500$0.14M0.1%-50.0%0.000%
4/17/2020Allred Capital Management LLC1,500$82K0.1%-25.0%0.000%
4/17/2020Golden State Wealth Management LLC628$34K0.0%N/A0.000%
4/17/2020Campbell Wealth Management5,844$0.32M0.1%N/A0.000%
4/16/2020Outlook Wealth Advisors LLC10,509$0.57M0.3%N/A0.000%
4/14/2020Provident Wealth Management LLC25,604$1.39M1.7%+11.5%0.000%
4/13/2020Leicht Financial Planning & Wealth Management Inc.13,021$0.71M0.7%-71.3%0.000%
2/21/2020Insight Wealth Strategies LLC9,842$0.62M0.1%+34.8%0.000%
2/20/2020Laffer Investments5,652$0.35M0.2%+61.2%0.000%
2/20/2020Archer Investment Corp14,060$0.64M0.3%N/A0.000%
2/18/2020Equitable Holdings Inc.4,790$0.30M0.0%N/A0.000%
2/18/2020IHT Wealth Management LLC5,043$0.32M0.0%-43.8%0.000%
2/18/2020Colony Group LLC4,110$0.26M0.0%-4.6%0.000%
2/17/2020Baird Financial Group Inc.5,840$0.37M0.0%+3.1%0.000%
2/17/2020Ladenburg Thalmann Financial Services Inc.31,509$1.98M0.0%+8.2%0.000%
2/14/2020Advisors Asset Management Inc.2,706$0.17M0.0%+7.4%0.000%
2/14/2020Jane Street Group LLC3,245$0.20M0.0%-99.2%0.000%
2/14/2020Financial Architects Inc6,475$0.41M0.1%N/A0.000%
2/14/2020Bank of America Corp DE203,481$12.76M0.0%-13.9%0.000%
2/13/2020Northwestern Mutual Wealth Management Co.2,238$0.14M0.0%+448.5%0.000%
2/13/2020Stifel Financial Corp64,172$4.03M0.0%+50.1%0.000%
2/12/2020Gladstone Institutional Advisory LLC3,616$0.23M0.1%-4.3%0.000%
2/12/2020Advisor Group Inc.21,257$1.33M0.0%+148.6%0.000%
2/12/2020Raymond James & Associates72,124$4.52M0.0%+140.1%0.000%
2/12/2020Raymond James Financial Services Advisors Inc.50,022$3.14M0.0%+6.0%0.000%
2/12/2020Mine & Arao Wealth Creation & Management LLC.1,580$99K0.1%N/A0.000%
2/11/2020Key Financial Inc15,947$1M0.9%N/A0.000%
2/11/2020Envestnet Asset Management Inc.94,120$5.90M0.0%+19.0%0.000%
2/11/2020Mid Atlantic Financial Management Inc. ADV3,884$0.24M0.0%N/A0.000%
2/10/2020Firestone Capital Management11,547$0.31M0.1%N/A0.000%
2/10/2020Blue Sky Asset Management LLC94,934$5.95M1.7%N/A0.000%
2/10/2020Newfound Research LLC3,586$0.23M0.2%-37.4%0.000%
2/10/2020First Allied Advisory Services Inc.117,995$7.40M0.3%-5.0%0.000%
2/10/2020Private Advisor Group LLC15,344$0.96M0.0%+52.8%0.000%
2/7/2020Oppenheimer & Co. Inc.5,006$0.31M0.0%N/A0.000%
2/6/2020Catalyst Capital Advisors LLC7,820$0.49M0.0%+3.7%0.000%
2/6/2020Cedar Brook Financial Partners LLC10,325$0.65M0.3%+8.8%0.000%
2/4/2020Advisory Services Network LLC1,287$81K0.0%+178.0%0.000%
2/4/2020Cambridge Investment Research Advisors Inc.13,293$0.83M0.0%+64.7%0.000%
2/4/2020Dynamic Advisor Solutions LLC10,538$0.66M0.1%-11.1%0.000%
1/31/2020GWM Advisors LLC112,276$7.04M0.3%+9.8%0.000%
1/29/2020Provident Wealth Management LLC22,971$1.44M1.3%N/A0.000%
1/27/2020Columbus Macro LLC119,395$7.49M1.7%-3.5%0.000%
1/24/2020Eqis Capital Management Inc.12,908$0.81M0.1%-5.8%0.000%
1/23/2020J.W. Cole Advisors Inc.13,743$0.86M0.1%N/A0.000%
1/21/2020NEXT Financial Group Inc619$39K0.0%+49.5%0.000%
1/21/2020Janney Montgomery Scott LLC11,463$0.72M0.0%+198.0%0.000%
1/17/2020IFP Advisors Inc2,685$0.17M0.0%+174.0%0.000%
1/17/2020Leicht Financial Planning & Wealth Management Inc.45,406$2.85M2.6%-49.9%0.000%
1/15/2020AE Wealth Management LLC84,838$5.32M0.1%+1,593.0%0.000%
1/15/2020FormulaFolio Investments LLC69,232$4.34M0.2%+321.8%0.000%
1/15/2020KCS Wealth Advisory11,516$0.72M0.5%-34.9%0.000%
1/14/2020Pflug Koory LLC5,719$0.36M0.3%+5.5%0.000%
1/13/2020Allred Capital Management LLC2,000$0.13M0.1%N/A0.000%
1/10/2020Trilogy Capital Inc.114,274$7.28M0.7%N/A0.000%
11/27/2019Stifel Financial Corp42,745$2.49M0.0%-1.1%0.000%
11/6/2019First Allied Advisory Services Inc.124,218$7.24M0.3%-35.2%0.000%
11/6/2019Insight Wealth Strategies LLC7,303$0.43M0.1%N/A0.000%
11/5/2019Eqis Capital Management Inc.13,701$0.80M0.1%-2.1%0.000%
11/5/2019AE Wealth Management LLC5,011$0.29M0.0%N/A0.000%
(Data available from 1/1/2016 forward)
This page was last updated on 7/5/2020 by MarketBeat.com Staff

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