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
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 24.59%
0.06%
$269,100
3,167 shares@ 84.98 avg price
Eric Dahm@Range Financial Group Llc
Recent Activity
New Position
0.13%
$263,747
3,104 shares@ 84.98 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
New Position
0.03%
$220,073
2,590 shares@ 84.98 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
New Position
0.03%
$215,922
2,541 shares@ 84.98 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
0.01%
$215,313
2,534 shares@ 84.97 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
New Position
0.02%
$204,427
2,406 shares@ 84.97 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.02%
$203,878
2,398 shares@ 85.03 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
0.02%
$152,946
1,800 shares@ 84.97 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.05%
$44,810
527 shares@ 85.03 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
New Position
0.01%
$28,552
336 shares@ 84.98 avg price