We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$269K +$49.1K +628 +23%
GAM
202
Gotham Asset Management
New York
$268K +$10.6K +136 +4%
SWP
203
ShoreHaven Wealth Partners
New Jersey
$259K +$3.67K +47 +1%
GM
204
GeoWealth Management
Illinois
$254K +$253K +3,235 New
CFG
205
Citizens Financial Group
Rhode Island
$254K +$253K +3,231 New
AWM
206
Avior Wealth Management
Nebraska
$250K -$91K -1,164 -27%
FRA
207
Front Row Advisors
California
$248K -$2.11K -27 -0.8%
KFSC
208
Keystone Financial Services (Colorado)
Colorado
$245K +$16.2K +207 +7%
LWM
209
Liberty Wealth Management
California
$240K +$30.3K +387 +12%
SHJ
210
Sharkey, Howes & Javer
Colorado
$239K +$238K +3,044 New
PTC
211
Private Trust Company
Ohio
$234K +$16.6K +212 +8%
IWA
212
Icon Wealth Advisors
Texas
$233K +$54.6K +699 +32%
Creative Planning
213
Creative Planning
Kansas
$233K +$6.18K +79 +3%
QPWM
214
Quadrant Private Wealth Management
Pennsylvania
$230K +$229K +2,929 New
DWM
215
Dynasty Wealth Management
Florida
$230K +$229K +2,926 New
SSA
216
Schonfeld Strategic Advisors
New York
$229K -$1.57M -20,062 -87%
CAG
217
Csenge Advisory Group
Florida
$224K -$1.72M -22,054 -89%
OLA
218
Oliver Luxxe Assets
New Jersey
$221K +$219K +2,807 New
VHAM
219
Van Hulzen Asset Management
California
$218K +$217K +2,770 New
JIR
220
James Investment Research
Ohio
$216K -$15.6K -200 -7%
TC
221
TownSquare Capital
Utah
$212K -$28K -358 -12%
PGF
222
Plan Group Financial
Oklahoma
$210K +$5.71K +73 +3%
PWA
223
Provenance Wealth Advisors
Florida
$210K
Lido Advisors
224
Lido Advisors
California
$209K +$207K +2,652 New
FNBTCON
225
First National Bank & Trust Co of Newtown
Pennsylvania
$207K -$3.91K -50 -2%