Ishares Convertible Bond Etf
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
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Cassandra Kirby@Braun-bostich & Associates Inc.
| 0.35% | $481,950 5,672 shares@ 84.98 avg price | Increased 35.12% |
Andy Peters@Goldstein Advisors, Llc
| 0.06% | $364,691 4,292 shares@ 84.97 avg price | Increased 76.78% |
Michael Schremser@Tsfg, Llc
| 0.08% | $346,000 4,067 shares@ 85.08 avg price | Increased 77.76% |
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 0.02% | $342,684 4,033 shares@ 84.97 avg price | Increased 23.45% |
Lora Rommel@Ehrlich Financial Group
| 0.22% | $299,179 3,521 shares@ 84.97 avg price | Increased 22.05% |
Marc Koven@Cypress Wealth Services, Llc
| 0.06% | $269,100 3,167 shares@ 84.98 avg price | Increased 24.59% |
BRIAN RALEIGH@Raleigh Capital Management Inc.
| 0.01% | $11,812 139 shares@ 84.98 avg price | Increased 14.88% |