We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NR
76
Newfound Research
Massachusetts
$33K -$185K -2,987 -83%
NFG
77
Next Financial Group
Texas
$32K -$1.92K -31 -5%
CAC
78
Certified Advisory Corp
Florida
$31K +$62 +1 +0.2%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$30K +$33.6K +544 New
Barclays
80
Barclays
United Kingdom
$24K – – –
SFSIG
81
San Francisco Sentry Investment Group
California
$23K +$26.2K +424 New
SF
82
Synovus Financial
Georgia
$14K +$15.5K +250 New
UBS Group
83
UBS Group
Switzerland
$14K +$15.7K +254 New
Morgan Stanley
84
Morgan Stanley
New York
$13K +$7.05K +114 +90%
APA
85
American Portfolios Advisors
New York
$12.8K – – –
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$9K +$10.5K +170 New
CAAS
87
Capital Asset Advisory Services
Michigan
$1K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$1K +$742 +12 New
CM
89
Columbus Macro
Pennsylvania
– -$7.49M -119,395 Closed
FAAS
90
First Allied Advisory Services
California
– -$7.4M -117,995 Closed
JWCA
91
J.W. Cole Advisors
Florida
– -$862K -13,743 Closed
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
– -$719K -11,463 Closed
FP
93
Fiduciary Planning
Florida
– -$514K -7,937 Closed
CCA
94
Catalyst Capital Advisors
New York
– -$490K -7,820 Closed
Baird Financial Group
95
Baird Financial Group
Wisconsin
– -$366K -5,840 Closed
IWM
96
IHT Wealth Management
Illinois
– -$316K -5,043 Closed
FA
97
FDx Advisors
Illinois
– -$256K -4,087 Closed
CIBC World Market
98
CIBC World Market
Ontario, Canada
– -$253K -4,028 Closed
MAFM
99
Mid Atlantic Financial Management
Pennsylvania
– -$244K -3,884 Closed
CA
100
Calton & Associates
Florida
– -$243K -3,880 Closed