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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$4.75M +$3.23M +40,291 +245%
UCFA
52
United Capital Financial Advisors
Texas
$4.68M -$1.36K -17 -0%
FAIM
53
Financial Advocates Investment Management
Washington
$4.63M +$4.08M +50,799 New
Renaissance Technologies
54
Renaissance Technologies
New York
$4.6M +$3.33M +41,437 +306%
GI
55
Gradient Investments
Minnesota
$4.57M -$66.2K -825 -1%
HighTower Advisors
56
HighTower Advisors
Illinois
$4.55M -$119K -1,479 -3%
PAS
57
Park Avenue Securities
New York
$4.55M -$122K -1,522 -3%
FIA
58
Foundations Investment Advisors
Arizona
$4.54M +$593K +7,387 +16%
EH
59
Equitable Holdings
New York
$4.34M +$317K +3,944 +8%
BFG
60
Baron Financial Group
New Jersey
$4.09M -$26.3K -328 -0.7%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$4.09M -$53.1K -661 -1%
DAS
62
Dynamic Advisor Solutions
Arizona
$3.98M +$349K +4,350 +10%
WIA
63
Wetzel Investment Advisors
Indiana
$3.93M -$26.7K -333 -0.7%
AAS
64
Ameritas Advisory Services
Nebraska
$3.8M +$3.65M +45,447 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$3.68M +$330K +4,111 +10%
CW
66
CreativeOne Wealth
Kansas
$3.63M +$2.09M +26,002 +150%
HFS
67
Horizon Financial Services
North Carolina
$3.49M +$58.7K +731 +2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.46M +$76.8K +957 +2%
CWM
69
Capital Wealth Management
Rhode Island
$3.35M +$13.7K +171 +0.4%
CPBTD
70
Central Pacific Bank - Trust Division
Hawaii
$3.32M +$763K +9,499 +31%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$3.29M -$880K -10,967 -22%
Truist Financial
72
Truist Financial
North Carolina
$3.28M +$122K +1,521 +4%
AWM
73
Aspire Wealth Management
Massachusetts
$3M -$82.6K -1,029 -3%
LL
74
LPWM LLC
Minnesota
$2.99M +$68.6K +854 +2%
FHB
75
First Hawaiian Bank
Hawaii
$2.98M +$467K +5,818 +20%