ICVT / iShares Trust - iShares Convertible Bond ETF - Institutionelles Eigentümerschaft, Käufer

iShares Trust - iShares Convertible Bond ETF
US ˙ BATS ˙ US46435G1022

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Convertible Bond ETF eröffnet haben, gehören Diversify Wealth Management, Llc, Sofi Wealth, Llc, Cadent Capital Advisors, LLC, Independent Advisor Alliance, Tennessee Valley Asset Management Partners, Seeds Investor Llc, Guidance Capital, Inc, Boothbay Fund Management, Llc, Mma Asset Management Llc, Investment Management Trust, LLC, Atomi Financial Group, Inc., Town Capital LLC, Creekside Partners, Quarry LP, Centennial Advisors, LLC, Strategic Financial Concepts, LLC, Clear Creek Financial Management, LLC, Westco Advisory Services Inc /adv, Buckingham Strategic Partners, und Gateway Wealth Partners, LLC .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-04-07 13F Farther Finance Advisors, LLC 20.302 28,44 2.087 34,13
2026-05-13 13F Keystone Wealth Services, LLC 13.638 0,38 1.388 3,74
2026-05-14 13F SWAN Capital LLC 21 2
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 33.332 67,16 3.393 72,71
2026-05-13 13F Calton & Associates, Inc. 4.464 7,26 454 11,00
2026-04-15 13F Independence Financial Advisors, LLC 124.181 0,71 12.640 4,08
2026-05-15 13F IHT Wealth Management, LLC 65.325 6,66 6.649 10,21
2026-05-27 13F Security Financial Services, INC. 5.470 2,30 557 5,70
2026-05-01 13F Thrivent Financial For Lutherans 125.921 64,01 13 71,43
2026-04-20 13F Jfs Wealth Advisors, Llc 609 62
2026-05-12 13F Jane Street Group, Llc 850.780 517,81 86.601 538,45
2026-05-15 13F Boothbay Fund Management, Llc 7.020 715
2026-05-11 13F RWM Asset Management, LLC 416 42
2026-05-11 13F Rossby Financial, LCC 230 24
2026-05-15 13F Huntington National Bank 61 -30,23
2026-05-13 13F Mariner, LLC 48.660 6,07 4.953 9,63
2026-05-15 13F Citadel Advisors Llc 57.385 5.841
2026-05-13 13F Kingdom Financial Group LLC. 1.237 90,02 126 95,31
2026-05-13 13F O'shaughnessy Asset Management, Llc 921 1,21 94 4,49
2026-04-13 13F Plan Group Financial, LLC 60.956 6,36 6.205 9,92
2026-04-14 13F Tradewinds Capital Management, LLC 209.661 10,54 21.341 14,23
2026-05-06 13F Cornerstone Planning Group LLC 178.460 4,99 20.685 14,90
2026-05-13 13F Scotia Capital Inc. 3.553 362
2026-05-15 13F Purpose Unlimited Inc. 12.246 12.146,00 1.203 13.255,56
2026-05-04 13F Sigma Planning Corp 9.267 15,88 943 19,82
2026-04-08 13F Mma Asset Management Llc 6.435 655
2026-04-13 13F Mather Group, Llc. 354 36
2026-04-14 13F Opal Wealth Advisors, LLC 276 28
2026-05-13 13F GeoWealth Management, LLC 164 17
2026-05-07 13F Key Capital Management, INC 59 28,26 6 50,00
2026-05-15 13F Prelude Capital Management, Llc 17.910 1.823
2026-05-15 13F Susquehanna International Group, Llp Call 3.900 30,00 397 34,24
2026-05-15 13F Integrated Wealth Concepts LLC 12.627 27,92 1.285 32,20
2026-05-15 13F Susquehanna International Group, Llp 6.028 614
2026-05-14 13F StoneX Group Inc. 2.343 238
2026-02-12 13F Commonwealth Equity Services, Llc 29.654 9,30 2.921 145.900,00
2026-04-22 13F Onyx Bridge Wealth Group LLC 118.285 42,57 12.040 47,33
2026-05-14 13F Atomi Financial Group, Inc. 3.961 403
2026-04-30 13F Financial Freedom, LLC 22 2
2026-05-05 13F Allspring Global Investments Holdings, LLC 41 4
2026-05-11 13F Allianz Asset Management GmbH 65.700 6.688
2026-05-13 13F Prestige Wealth Management Group LLC 297.589 0,87 30.292 4,24
2026-05-15 13F Gateway Wealth Partners, LLC 2.212 225
2026-05-15 13F Beacon Pointe Advisors, LLC 2.674 272
2026-05-11 13F Westco Advisory Services Inc /adv 2.733 278
2026-04-08 13F Cadent Capital Advisors, LLC 9.545 972
2026-05-13 13F AE Wealth Management LLC 38.915 47,74 3.961 52,70
2026-05-08 13F Guidance Capital, Inc 7.149 829
2026-05-13 13F Strategic Financial Concepts, LLC 3.370 343
2026-05-12 13F Tme Financial, Inc. 160.656 43,96 16.353 48,77
2026-05-14 13F Raymond James Financial Inc 132.483 28,29 13.486 32,57
2026-04-17 13F Certified Advisory Corp 179.873 2,46 18.309 5,89
2026-05-18 13F Ashton Thomas Securities, Llc 569 58
2026-05-05 13F Aventura Private Wealth, LLC 100 10
2026-04-28 13F Tempus Wealth Planning, LLC 5.528 563
2026-05-14 13F Ssi Investment Management Llc 114.065 53,62 11.611 58,76
2026-04-27 13F Mount Yale Investment Advisors, LLC 2.071 211
2026-04-15 13F Compagnie Lombard Odier SCmA 26.615 1.606,09 2.709 1.670,59
2026-05-19 13F Mascagni Wealth Management, Inc. 81.241 9,27 8.270 12,92
2026-04-16 13F/A Wright Fund Managment, LLC 420.200 42.772
2026-05-14 13F Boreal Capital Management LLC 51 2,04
2026-04-27 13F Tennessee Valley Asset Management Partners 8.519 867
2026-04-14 13F Zrc Wealth Management, Llc 911 0,22 93 3,37
2026-05-11 13F Integrity Advisory Solutions, LLC 2.225 9,02 226 12,44
2026-04-29 13F Skopos Labs, Inc. 2.988 35,63 304 39,45
2026-04-09 13F Baron Financial Group, LLC 49.763 0,09 5.065 3,43
2026-04-16 13F Lifelong Wealth Advisors, Inc. 2.692 15,09 274 19,13
2026-01-29 13F Comerica Bank 6.010 1,16 592 -0,51
2026-04-17 13F Sovereign Financial Group, Inc. 2.568 0,43 261 3,98
2026-04-10 13F Windsor Capital Management, LLC 12.364 2,41 1.259 5,80
2026-05-11 13F Seeds Investor Llc 7.686 844
2026-05-07 13F Greykasell Wealth Strategies, Inc. 10.906 0,02 1.110 3,35
2026-05-15 13F Advisors Asset Management, Inc. 9.269 0,04 943 3,40
2026-05-13 13F/A Jpmorgan Chase & Co 267.439 4,36 26.517 5,05
2026-05-14 13F Van Hulzen Asset Management, LLC 10.290 5,72 1.047 9,29
2026-04-17 13F United Advisor Group, LLC 9.936 10,49 1.011 14,24
2026-05-05 13F Sofi Wealth, Llc 15.308 1.558
2026-04-17 13F Capital Wealth Management, Llc 52.391 8,06 5.333 11,66
2026-05-12 13F Independent Advisor Alliance 9.297 946
2026-05-15 13F Cerity Partners LLC 7.840 132,16 798 140,36
2026-04-10 13F FORM Wealth Advisors, LLC 4.086 0,25 416 3,49
2026-05-07 13F Northwestern Mutual Wealth Management Co 48.570 57,40 4.944 62,65
2026-04-13 13F IFP Advisors, Inc 30.501 0,68 3.105 4,06
2026-04-03 13F Ridgewood Investments LLC 12.012 21,15 1.223 23,19
2026-04-17 13F Brown, Lisle/cummings, Inc. 11 1
2026-04-28 13F Kingswood Wealth Advisors, Llc 2.675 272
2026-05-16 13F Sunbelt Securities, Inc. 383 0,26 39 2,70
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 70.602 0,70 7 16,67
2026-05-07 13F BlueStem Wealth Partners, LLC 161.206 35,96 16.409 40,50
2026-05-08 13F Elevation Capital Advisory, LLC 13.114 1.335
2026-05-05 13F Quartz Partners, LLC 20.502 0,59 2.087 3,94
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 9.166 35,19 933 39,88
2026-01-20 13F Austin Private Wealth, LLC 7.317 14,60 721 12,85
2026-05-12 13F TD Waterhouse Canada Inc. 474 49
2026-05-14 13F Keebeck Wealth Management, LLC 4.792 108,80 488 115,49
2026-05-18 13F Arkadios Wealth Advisors 14.849 3,13 1.511 6,56
2026-04-23 13F Scissortail Wealth Management, LLC 14.540 200,41 1.479 210,71
2026-04-28 13F Stratos Wealth Partners, LTD. 4.489 457
2026-05-06 13F Hershey Financial Advisers, LLC 63.082 6.421
2026-05-11 13F CacheTech Inc. 141.110 1,15 14.364 4,53
2026-05-15 13F XTX Topco Ltd 2.204 224
2026-05-06 13F Aire Advisors, Llc 126.721 1,56 12.899 4,95
2026-05-14 13F Gwn Securities Inc. 2.057 209
2026-05-13 13F Buckingham Strategic Partners 2.341 238
2026-05-13 13F Capital Advisor Network LLC 244 25
2026-02-11 13F Parallel Advisors, LLC 1.790 1.077,63 176 1.073,33
2026-04-24 13F KC Investment Advisors, LLC 13.689 1.393
2026-05-01 13F Fifth Third Bancorp 5.502 560
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 34.514 15,61 3.513 19,49
2026-04-16 13F Balboa Wealth Partners 3.412 347
2026-05-05 13F Lane Brothers & Co Inc 5.315 0,06 541 3,25
2026-05-01 13F Hantz Financial Services, Inc. 941 0,21 0
2026-04-28 13F Golden State Wealth Management, LLC 1.849 33,69 188 38,24
2026-04-24 13F Investment Management Trust, LLC 5.796 590
2026-05-12 13F Hilltop Partners LLC 93.308 1,69 9.498 5,09
2026-02-17 13F SageView Advisory Group, LLC 105 10
2026-05-07 13F 360 Financial, Inc. 81.831 1,19 8.330 4,57
2026-05-11 13F Integrity Alliance, Llc. 11.567 10,00 1.177 13,72
2026-05-08 13F McAdam, LLC 5.343 16,08 544 19,87
2026-04-27 13F Revisor Wealth Management LLC 9.957 54,20 1.014 50,97
2026-06-04 13F Town Capital LLC 3.701 377
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 607 62
2026-05-13 13F Lido Advisors, LLC 19.358 225,40 1.970 231,09
2026-05-08 13F Moors & Cabot, Inc. 2.158 220
2026-04-14 13F Prospera Financial Services Inc 3.344 0,69 340 3,98
2026-05-05 13F Frisch Financial Group, Inc. 2.553 260
2026-04-28 13F Raleigh Capital Management Inc. 14 55,56 1
2026-05-15 13F EFG International AG 491 50
2026-05-06 13F Meridian Wealth Management, LLC 3.181 9,46 324 12,94
2026-05-14 13F Hrt Financial Lp 3.060 0
2026-04-07 13F City Center Advisors, LLC 3.035 3,90 309 7,32
2026-04-13 13F Creative Financial Designs Inc /adv 12.643 10,59 1.287 14,21
2026-05-11 13F POM Investment Strategies, LLC 59 6
2026-04-21 13F Quad-Cities Investment Group, LLC 12.014 1,09 1.223 4,44
2026-05-14 13F Cambria Investment Management, L.P. 45.905 2,94 4.667 6,24
2026-05-15 13F Jones Financial Companies Lllp 13 1
2026-04-27 13F Mosley Wealth Management 4.485 0,85 449 -1,32
2026-05-12 13F Baker Avenue Asset Management, LP 336.416 0,07 34.244 3,41
2026-04-17 13F Stonebridge Financial Group, LLC / MO 4.474 52,64 455 57,99
2026-02-12 13F CIBC Private Wealth Group, LLC 610 160,68 60 160,87
2026-04-28 13F Cordoba Advisory Partners LLC 22.417 109,74 2.282 116,83
2026-05-11 13F Savvy Advisors, Inc. 40.067 174,11 4.078 183,39
2026-05-04 13F AMG National Trust Bank 565.061 7,42 57.518 11,00
2026-05-15 13F Quest Investment Management Llc 3.196 2,96 325 6,56
2026-04-24 13F National Asset Management, Inc. 64.947 24,70 6.439 25,54
2026-05-15 13F Equitable Holdings, Inc. 72.185 6,04 7.110 6,06
2026-04-28 13F Goldstein Advisors, LLC 2.360 5,36 240 9,09
2026-05-05 13F Advisors Preferred, LLC 4.369 90,45 445 93,89
2026-05-15 13F Gotham Asset Management, LLC 3.383 2,67 344 6,17
2026-04-28 13F Nbt Bank N A /ny 621 527,27 63 3,28
2026-05-12 13F IFG Advisory, LLC 1.051 107
2026-02-17 13F High Falls Advisors, Inc 5.751 34,18 566 32,24
2026-04-24 13F Root Financial Partners, LLC 1.093 8.307,69 111 11.000,00
2026-05-14 13F Greenline Wealth Management LLC 6.799 131,97 692 140,28
2026-05-12 13F Creative Planning 4.185 101,69 426 108,33
2026-05-04 13F Entelevest, LLC 7.951 30,75 809 35,06
2026-05-08 13F Sofos Investments, Inc. 88.465 2,95 9.005 6,39
2026-05-15 13F Quarry LP 3.630 369
2026-04-07 13F Central Pacific Bank - Trust Division 60.985 45,52 6.208 50,36
2026-05-12 13F/A Panoramic Investment Advisors, Llc 6.779 36,54 690 41,10
2026-05-07 13F New York Life Investment Management Llc 296.371 7,24 30.168 10,82
2026-05-15 13F Clark Capital Management Group, Inc. 27.287 4,34 2.778 7,84
2026-04-21 13F Centennial Advisors, LLC 3.560 362
2026-05-05 13F Mcmorgan & Co Llc 79.171 8.059
2026-05-15 13F Harbour Investments, Inc. 2.344 3,76 239 7,21
2026-05-01 13F Hohimer Wealth Management, Llc 15.010 1.528
2026-04-23 13F J.w. Cole Advisors, Inc. 29.545 34,42 3.007 38,89
2026-02-06 13F Global Retirement Partners, LLC 9.116 234,65 898 229,78
2026-05-05 13F Wealthfront Advisers Llc 3.993 10,15 406 13,73
2026-04-21 13F Merkkuri Wealth Advisors LLC 199 20
2026-05-06 13F Dunhill Financial, LLC 959 98 -10,19
2026-05-04 13F HBW Advisory Services LLC 1.200 122
2026-04-21 13F Creekside Partners 3.687 375
2026-05-14 13F Simplex Trading, Llc 100 10
2026-04-17 13F Webster Bank, N. A. 6.039 1.320,94 615 1.397,56
2026-04-29 13F/A Salem Investment Counselors Inc 46 5
2026-05-15 13F/A Independent Financial Group, Llc 6.836 0,06 696 3,42
2026-04-20 13F Global Financial Private Client, LLC 13.308 23,59 1.355 27,74
2026-05-11 13F Wells Fargo & Company/mn 5.022 8,70 511 12,31
2026-05-08 13F Millington Financial Advisors, LLC 9.068 0,47 1.015 7,75
2026-04-28 13F Golden State Equity Partners 3.624 369
2026-05-01 13F Valmark Advisers, Inc. 5.239 26,82 533 31,28
2026-05-15 13F Guggenheim Capital Llc 133.848 4,10 13.624 7,57
2026-05-08 13F/A JPL Wealth Management, LLC 1.153 117
2026-05-13 13F Ubs Asset Management Americas Inc 125 13
2026-05-13 13F SRS Capital Advisors, Inc. 30.711 1.140,85 3.126 1.186,42
2026-04-13 13F Bank of New Hampshire 93 181,82 9 200,00
2026-04-22 13F Clear Creek Financial Management, LLC 3.036 309
2026-05-13 13F Lloyd Advisory Services, LLC. 1.237 1.803,08 126 1.983,33
2026-05-19 13F Western Wealth Management, LLC 148 15
2026-05-14 13F Wealth Alliance 3.448 37,10 351 41,70
2026-05-07 13F Burk Holdings LLC 18 2
2026-05-11 13F Foundations Investment Advisors, LLC 74.493 15,23 7.583 19,08
2026-05-13 13F 17 Capital Partners, Llc 3.184 8,67 324 12,50
2026-05-11 13F Founders Financial Alliance, LLC 516 0,19 52 4,00
2026-05-14 13F 1832 Asset Management L.P. 857.160 85,28 87.250 91,47
2026-05-15 13F Qube Research & Technologies Ltd 6.822 36,00 694 40,49
2026-05-14 13F We Are One Seven, LLC 4.373 12,71 445 16,49
2026-05-11 13F Adams Wealth Management 132.569 0,43 13.494 3,79
2026-02-05 13F Tucker Asset Management Llc 221 22
2026-05-13 13F Signature Equity Partners, LLC 57 185,00 6 400,00
2026-04-08 13F Archer Investment Management, LLC 5.388 95,01 548 101,47
2026-04-09 13F Firethorn Wealth Partners, Llc 3.367 22,44 343 26,67
2026-05-01 13F Diversify Wealth Management, Llc 31.236 3.473
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