We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
201
Centaurus Financial
California
$299K +$287K +3,574 New
RSWM
202
Robertson Stephens Wealth Management
California
$298K – – –
GAM
203
Gotham Asset Management
New York
$295K +$8.59K +107 +3%
SPIA
204
Steward Partners Investment Advisory
New York
$287K +$963 +12 +0.4%
P
205
&Partners
Tennessee
$285K +$274K +3,419 New
Lido Advisors
206
Lido Advisors
California
$285K +$60.1K +749 +28%
Creative Planning
207
Creative Planning
Kansas
$278K +$29.1K +363 +12%
HWAM
208
Hennion & Walsh Asset Management
New Jersey
$273K +$262K +3,267 New
SWP
209
ShoreHaven Wealth Partners
New Jersey
$273K -$2.49K -31 -0.9%
CFG
210
Citizens Financial Group
Rhode Island
$270K – – –
LWM
211
Liberty Wealth Management
California
$269K -$36.4K -453 -12%
BAM
212
BOS Asset Management
Illinois
$258K +$248K +3,085 New
KFSC
213
Keystone Financial Services (Colorado)
Colorado
$256K -$5.14K -64 -2%
IWA
214
Icon Wealth Advisors
Texas
$255K +$11.4K +142 +5%
MWM
215
Meridian Wealth Management
Kentucky
$255K -$51.2K -638 -17%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$251K -$1.88M -23,380 -89%
PTC
217
Private Trust Company
Ohio
$249K – – –
VHAM
218
Van Hulzen Asset Management
California
$248K +$15.7K +196 +7%
EFG
219
Ehrlich Financial Group
California
$241K +$24.1K +300 +12%
AFP
220
Alpha Financial Partners
Kentucky
$241K +$232K +2,885 New
CWP
221
Cyndeo Wealth Partners
Florida
$241K +$231K +2,882 New
FFN
222
Focus Financial Network
Minnesota
$234K +$224K +2,793 New
SSA
223
Schonfeld Strategic Advisors
New York
$230K -$13.2K -164 -6%
TC
224
TownSquare Capital
Utah
$229K +$3.53K +44 +2%
SF
225
Synovus Financial
Georgia
$224K +$215K +2,680 New