ICVT

Ishares Convertible Bond Etf

Latest period2024 - Q4Total superinvestors45

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 45 superinvestors own shares of Ishares Convertible Bond Etf (ICVT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Convertible Bond Etf (ICVT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Convertible Bond Etf (ICVT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Convertible Bond Etf (ICVT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -3.48%
1.35%
$37.675M
443,338 shares@ 84.99 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Decreased -2.47%
2.75%
$5.361M
63,096 shares@ 84.97 avg price
Lawrence F. Dooley, Jr.@Capital Wealth Management, Llc
Recent Activity
Decreased -6.22%
1.37%
$3.189M
37,530 shares@ 84.97 avg price
FRANK SICILIANO@Overbrook Management Corp
Recent Activity
Decreased -19.47%
0.43%
$1.986M
23,371 shares@ 84.98 avg price
Stacy Fleming@Outlook Wealth Advisors, Llc
Recent Activity
Decreased -2.22%
0.28%
$965,770
11,366 shares@ 84.98 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -0.4%
0.02%
$836,947
9,850 shares@ 84.97 avg price
David Benning@Lpwm Llc
Recent Activity
Decreased -77.61%
0.22%
$684,178
8,052 shares@ 84.97 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -0.91%
0.24%
$588,162
6,922 shares@ 84.97 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -67.26%
0.01%
$18,698
220 shares@ 85.0 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -64.77%
0.01%
$7,902
93 shares@ 84.97 avg price