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Biden, Dems prevail as Senate OKs $1.9T virus relief bill
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Black landowner digs in against land grab for oil pipeline
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Opponents suspect environmental racism in pipeline project
Chinese exports surge as global demand recovers from virus
Escalating violence ups pressure for Myanmar sanctions
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S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
Biden, Dems prevail as Senate OKs $1.9T virus relief bill
pixel
Black landowner digs in against land grab for oil pipeline
Russia scores points with vaccine diplomacy, but snags arise
GOP pushes bills to allow social media 'censorship' lawsuits
pixel
Opponents suspect environmental racism in pipeline project
Chinese exports surge as global demand recovers from virus
Escalating violence ups pressure for Myanmar sanctions
pixel
S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
Biden, Dems prevail as Senate OKs $1.9T virus relief bill
pixel
Black landowner digs in against land grab for oil pipeline
Russia scores points with vaccine diplomacy, but snags arise
GOP pushes bills to allow social media 'censorship' lawsuits
pixel
Opponents suspect environmental racism in pipeline project
Chinese exports surge as global demand recovers from virus
Escalating violence ups pressure for Myanmar sanctions
pixel
S&P 500   3,841.94
DOW   31,496.30
QQQ   308.68
Biden, Dems prevail as Senate OKs $1.9T virus relief bill
pixel
Black landowner digs in against land grab for oil pipeline
Russia scores points with vaccine diplomacy, but snags arise
GOP pushes bills to allow social media 'censorship' lawsuits
pixel
Opponents suspect environmental racism in pipeline project
Chinese exports surge as global demand recovers from virus
Escalating violence ups pressure for Myanmar sanctions
pixel
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BATS:ICVT

iShares Convertible Bond ETF Institutional Ownership

$99.24
+0.47 (+0.48 %)
(As of 03/5/2021 12:00 AM ET)
Add
Today's Range
$94.36
Now: $99.24▼
$100.30
50-Day Range
$98.77
MA: $104.96▼
$110.08
52-Week Range
$50.43
Now: $99.24▼
$58.18
Volume320,203 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
3/2/2021SkyView Investment Advisors LLC30,556$2.95M1.4%N/A0.000%
3/2/2021FormulaFolio Investments LLC1,216,469$117.45M2.5%+43.9%0.000%
3/2/2021Capital Asset Advisory Services LLC416$40K0.0%+1,708.7%0.000%
2/19/2021JPMorgan Chase & Co.56,323$5.44M0.0%+17.3%0.000%
2/19/2021Laffer Tengler Investments7,442$0.72M0.3%+10.6%0.000%
2/18/2021Capital Advisory Group Advisory Services LLC53,087$5.13M2.1%-23.5%0.000%
2/18/2021Truist Financial Corp40,475$3.91M0.0%-5.4%0.000%
2/17/2021Financial Architects Inc22,228$2.15M0.4%-0.9%0.000%
2/17/2021Jane Street Group LLC217,589$21.01M0.0%-87.7%0.000%
2/17/2021Baker Avenue Asset Management LP88,036$8.50M0.6%+0.5%0.000%
2/17/2021Prestige Wealth Management Group LLC4,558$0.44M0.1%N/A0.000%
2/17/2021Cetera Advisors LLC4,783$0.46M0.0%N/A0.000%
2/16/2021BCJ Capital Management LLC2,692$0.26M0.0%-16.4%0.000%
2/16/2021Stringer Asset Management LLC48,886$4.72M5.0%-13.5%0.000%
2/16/2021Benjamin F. Edwards & Company Inc.495$48K0.0%+37.5%0.000%
2/12/2021Stifel Financial Corp46,497$4.49M0.0%+1.4%0.000%
2/12/2021Raymond James Financial Services Advisors Inc.44,612$4.31M0.0%+47.8%0.000%
2/12/2021LPL Financial LLC197,013$19.02M0.0%+25.1%0.000%
2/12/2021Credit Suisse AG5,159$0.50M0.0%N/A0.000%
2/12/2021Nomura Asset Management Co. Ltd.52,466$5.07M0.0%+12.7%0.000%
2/12/2021Cavalier Investments LLC43,325$4.18M1.9%N/A0.000%
2/12/2021Change Path LLC2,669$0.26M0.0%N/A0.000%
2/11/2021Eqis Capital Management Inc.9,926$0.96M0.1%-6.2%0.000%
2/11/2021Citigroup Inc.895$86K0.0%-95.6%0.000%
2/11/2021Steward Partners Investment Advisory LLC37,695$3.64M0.1%N/A0.000%
2/11/2021Oppenheimer Asset Management Inc.132,687$12.81M0.2%-4.9%0.000%
2/11/2021Oppenheimer & Co. Inc.5,575$0.54M0.0%+11.0%0.000%
2/10/2021Merriman Wealth Management LLC15,212$1.47M0.2%-2.6%0.000%
2/10/2021Aptus Capital Advisors LLC507$48K0.0%N/A0.000%
2/10/2021Assetmark Inc.144,396$13.94M0.1%+0.5%0.000%
2/10/2021BW Gestao de Investimentos Ltda.1,150,000$111.03M36.3%N/A0.000%
2/10/2021AMG National Trust Bank40,345$3.90M0.1%+23.4%0.000%
2/10/2021HighTower Advisors LLC19,990$1.92M0.0%-2.9%0.000%
2/10/2021Quad Cities Investment Group LLC3,626$0.35M0.3%+6.2%0.000%
2/9/2021Advisory Services Network LLC22,220$2.15M0.1%+10.5%0.000%
2/9/2021Sawtooth Solutions LLC344,838$33.29M0.5%-34.6%0.000%
2/9/2021Sigma Planning Corp8,831$0.85M0.0%+18.6%0.000%
2/9/2021Blair William & Co. IL6,502$0.63M0.0%+190.1%0.000%
2/9/2021Equitable Holdings Inc.68,170$6.58M0.1%+8.4%0.000%
2/8/2021MV Capital Management Inc.416$40K0.0%N/A0.000%
2/8/2021Secure Asset Management LLC5,859$0.57M0.3%-14.1%0.000%
2/6/2021San Luis Wealth Advisors LLC8,074$0.78M0.5%N/A0.000%
2/6/2021Trilogy Capital Inc.110,719$10.69M0.9%N/A0.000%
2/6/2021Capital Wealth Management LLC2,858$0.28M0.2%+6.8%0.000%
2/6/2021Insight Wealth Strategies LLC5,576$0.54M0.1%-4.1%0.000%
2/5/2021Catalyst Capital Advisors LLC730$70K0.0%-42.1%0.000%
2/5/2021NEXT Financial Group Inc2,874$0.28M0.0%+26.8%0.000%
2/5/2021Private Advisory Group LLC6,528$0.63M0.2%+14.8%0.000%
2/5/2021RWM Asset Management LLC64,190$6.20M1.3%N/A0.000%
2/5/2021Ellevest Inc.1,500$0.15M0.0%N/A0.000%
2/5/2021Outlook Wealth Advisors LLC12,379$1.20M0.4%-41.5%0.000%
2/4/2021Lloyd Advisory Services LLC.470$45K0.0%+323.4%0.000%
2/4/2021Cambridge Investment Research Advisors Inc.46,488$4.49M0.0%+18.4%0.000%
2/4/2021DB Wealth Management Group LLC855$83K0.1%N/A0.000%
2/3/2021Dynamic Advisor Solutions LLC9,148$0.88M0.1%-5.4%0.000%
2/3/2021Baldrige Asset Management LLC16,603$1.60M1.0%+24.6%0.000%
2/2/2021Compass Financial Group Inc.32,301$3.12M1.9%-0.4%0.000%
2/2/2021Proequities Inc.8,040$0.78M0.1%-4.1%0.000%
2/1/2021AE Wealth Management LLC362,728$35.02M0.4%-31.3%0.000%
1/30/2021RHS Financial LLC7,159$0.69M0.6%+99.8%0.000%
1/29/2021Creative Planning10,769$1.04M0.0%+212.1%0.000%
1/28/2021KCS Wealth Advisory13,957$1.35M0.9%+19.1%0.000%
1/27/2021James Investment Research Inc.80,722$7.79M0.7%+18.4%0.000%
1/27/2021GWM Advisors LLC105,646$10.20M0.3%+3.8%0.000%
1/27/2021CWM LLC532$51K0.0%+247.7%0.000%
1/27/2021Cardan Capital Partners LLC58,060$5.61M0.7%+5.8%0.000%
1/26/2021Redhawk Wealth Advisors Inc.51,904$5.01M1.3%N/A0.000%
1/25/2021IFP Advisors Inc32,707$3.16M0.1%+7.8%0.000%
1/25/2021Janney Montgomery Scott LLC16,043$1.55M0.0%-15.2%0.000%
1/22/2021Avantax Advisory Services Inc.4,137$0.40M0.0%-73.5%0.000%
1/22/2021Ferguson Shapiro LLC110,379$10.66M7.9%N/A0.000%
1/20/2021Kestra Advisory Services LLC8,390$0.81M0.0%N/A0.000%
1/20/2021Provident Wealth Management LLC23,438$2.26M2.6%+2.7%0.000%
1/19/2021Campbell Wealth Management5,902$0.57M0.1%-4.7%0.000%
1/19/2021Stewardship Advisors LLC73,287$7.08M2.9%+180.8%0.000%
1/13/2021Sowell Financial Services LLC1,203$0.12M0.0%N/A0.000%
1/13/2021Foundations Investment Advisors LLC2,380$0.24M0.0%N/A0.000%
1/12/2021McAdam LLC2,299$0.23M0.0%N/A0.000%
12/1/2020H&H Retirement Design & Management INC3,391$0.27M0.2%-93.6%0.000%
11/23/2020Eudaimonia Partners LLC6,931$0.56M0.1%-3.5%0.000%
11/17/2020Jane Street Group LLC1,763,697$142.42M0.1%+603.0%0.000%
11/17/2020BCJ Capital Management LLC3,222$0.26M0.0%-8.3%0.000%
11/16/2020Capital Advisory Group Advisory Services LLC69,420$5.61M2.9%+19.0%0.000%
11/16/2020OLD Mission Capital LLC8,654$0.70M0.0%N/A0.000%
11/16/2020Eudaimonia Partners LLC261$27K0.0%-96.4%0.000%
11/16/2020Gladstone Institutional Advisory LLC9,709$0.78M0.2%N/A0.000%
11/13/2020Equitable Holdings Inc.62,862$5.08M0.1%+9.7%0.000%
11/13/2020Morgan Stanley3,291$0.27M0.0%+1,813.4%0.000%
11/13/2020Truist Financial Corp42,805$3.46M0.0%+1,132.5%0.000%
11/13/2020MML Investors Services LLC60,782$4.91M0.1%+67.4%0.000%
11/12/2020Barings LLC90,451$7.30M0.2%N/A0.000%
11/12/2020JPMorgan Chase & Co.48,035$3.88M0.0%+12.0%0.000%
11/11/2020Thrivent Financial for Lutherans9,887$0.80M0.0%N/A0.000%
11/10/2020Stringer Asset Management LLC56,512$4.56M5.0%-0.5%0.000%
11/10/2020Outlook Wealth Advisors LLC21,175$1.71M0.7%-1.6%0.000%
11/10/2020Eqis Capital Management Inc.10,583$0.86M0.1%-13.3%0.000%
11/9/2020National Asset Management Inc.7,455$0.60M0.0%+7.2%0.000%
11/9/2020LPL Financial LLC157,543$12.72M0.0%+3.5%0.000%
11/6/2020Compass Financial Group Inc.32,423$2.62M1.9%N/A0.000%
11/6/2020Janney Montgomery Scott LLC18,908$1.53M0.0%-1.7%0.000%
(Data available from 1/1/2016 forward)

This page was last updated on 3/7/2021 by MarketBeat.com Staff
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