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
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 0.94%
1.56%
$14.283M
168,094 shares@ 84.98 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
New Position
1.46%
$10.815M
127,277 shares@ 84.98 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
New Position
1.26%
$9.321M
109,694 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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.02%
$5.336M
63,770 shares@ 83.67 avg price
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Decreased -2.47%
2.75%
$5.361M
63,096 shares@ 84.97 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
Claudia Saia@Friedenthal Financial
Recent Activity
New Position
2.59%
$4.416M
51,972 shares@ 84.98 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