Institutional Ownership Ishares Tr Fallen Angels Usd B (FALN)
This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 47.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
9,566,735
shares
|
$257 Million
3.33% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,425,762
shares
|
$146 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,686,178
shares
|
$72.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,275,065
shares
|
$61.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,920,956
shares
|
$51.7 Million
0.02% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,294,400
shares
|
$34.8 Million
1.82% of portfolio
|
Q3 2024
Added 39.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,220,042
shares
|
$32.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,206,488
shares
|
$32.5 Million
0.19% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
1,115,111
shares
|
$30 Million
6.91% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,040,030
shares
|
$28 Million
0.01% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
975,749
shares
|
$26.3 Million
0.06% of portfolio
|
Q3 2024
Added 101.72%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
840,521
shares
|
$22.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
831,984
shares
|
$22.4 Million
0.07% of portfolio
|
Q1 2023
Added 1374.21%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
799,500
shares
|
$21.5 Million
0.73% of portfolio
|
Q4 2023
Reduced 18.54%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
670,381
shares
|
$18 Million
0.51% of portfolio
|
Q1 2024
Added 9.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
657,852
shares
|
$17.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
605,780
shares
|
$16.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
602,539
shares
|
$16.2 Million
0.2% of portfolio
|
Q3 2024
Added 52.99%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
527,490
shares
|
$14.2 Million
0.91% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
483,351
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
427,302
shares
|
$11.5 Million
0.04% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
324,004
shares
|
$8.72 Million
0.76% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
319,604
shares
|
$8.6 Million
1.7% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
306,000
shares
|
$8.23 Million
0.21% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
301,083
shares
|
$8.1 Million
2.34% of portfolio
|
Q3 2024
Reduced 13.2%
|