We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
201
Brown Advisory
Maryland
$232K +$227K +2,906 New
Creative Planning
202
Creative Planning
Kansas
$230K +$5.31K +68 +2%
OWA
203
One Wealth Advisors
California
$223K +$218K +2,794 New
SPIA
204
Steward Partners Investment Advisory
New York
$223K +$90K +1,153 +70%
William Blair & Company
205
William Blair & Company
Illinois
$223K +$35.1K +449 +19%
PTC
206
Private Trust Company
Ohio
$221K +$204K +2,613 +1,708%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$221K +$3.75K +48 +2%
AT
208
American Trust
Kentucky
$221K +$216K +2,762 New
FNBTCON
209
First National Bank & Trust Co of Newtown
Pennsylvania
$214K
PWA
210
Provenance Wealth Advisors
Florida
$213K -$566K -7,246 -73%
CWS
211
Cypress Wealth Services
California
$211K +$206K +2,642 New
PA
212
PFG Advisors
Arizona
$207K -$7.26K -93 -3%
PGF
213
Plan Group Financial
Oklahoma
$207K +$203K +2,596 New
Jane Street
214
Jane Street
New York
$204K +$200K +2,556 New
IWA
215
Icon Wealth Advisors
Texas
$176K +$172K +2,207 New
CLOS
216
Compagnie Lombard Odier SCmA
Switzerland
$164K -$429K -5,500 -73%
EW
217
Element Wealth
Mississippi
$161K
PPFA
218
Provida Pension Fund Administrator
Chile
$159K
HIA
219
Harbor Investment Advisory
Maryland
$158K
GRP
220
Global Retirement Partners
California
$156K +$4.84K +62 +3%
GWP
221
Gen-Wealth Partners
Michigan
$144K +$141K +1,803 New
HI
222
Harbour Investments
Wisconsin
$138K +$38.7K +496 +40%
PH
223
Pinnacle Holdings
Oklahoma
$135K
PPC
224
Park Place Capital
Alabama
$121K +$41.5K +532 +54%
DF
225
Dunhill Financial
United Kingdom
$101K -$9.99K -128 -9%