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
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 0.94%
1.56%
$14.283M
168,094 shares@ 84.98 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 43.95%
0.07%
$6.653M
78,297 shares@ 84.98 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 36.13%
0.02%
$4.786M
56,329 shares@ 84.97 avg price
Paul Zarling@Client First Investment Management Llc
Recent Activity
Increased 271.2%
2.33%
$3.619M
42,595 shares@ 84.97 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 14.87%
0.12%
$3.473M
40,871 shares@ 84.98 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Increased 2.72%
0.46%
$3.464M
40,766 shares@ 84.97 avg price
Aryn Sands@Kelly Financial Services Llc
Recent Activity
Increased 38.14%
0.39%
$1.075M
12,646 shares@ 84.97 avg price
Geoffrey A. Frazier@Global Financial Private Client, Llc
Recent Activity
Increased 0.28%
0.38%
$1.003M
11,804 shares@ 84.98 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Increased 4.62%
0.47%
$954,758
11,236 shares@ 84.98 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Increased 3.63%
0.28%
$577,796
6,800 shares@ 84.97 avg price