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 301 institutions that hold shares in the stock, with a total of 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,365
shares
|
$143,674
0.0% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,240
shares
|
$140,327
0.02% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,024
shares
|
$134,542
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,548
shares
|
$121,795
0.07% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,048
shares
|
$108,405
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$107,120
0.0% of portfolio
|
Q4 2023
Reduced 98.54%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
3,951
shares
|
$105,807
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,925
shares
|
$105,111
0.16% of portfolio
|
Q3 2022
Reduced 38.87%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,621
shares
|
$96,970
0.01% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,770
shares
|
$74,180
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,596
shares
|
$69,520
0.01% of portfolio
|
Q4 2024
Reduced 67.72%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,446
shares
|
$65,503
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
2,329
shares
|
$62,370
0.05% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,200
shares
|
$58,916
0.01% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,994
shares
|
$53,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,855
shares
|
$49,676
0.02% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,501
shares
|
$40,196
0.01% of portfolio
|
Q4 2024
Reduced 19.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1,389
shares
|
$37,197
0.01% of portfolio
|
Q3 2024
Reduced 29.42%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,292
shares
|
$34,599
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,255
shares
|
$33,608
0.0% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,230
shares
|
$32,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,221
shares
|
$32,698
0.0% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,135
shares
|
$30,395
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
950
shares
|
$25,441
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
904
shares
|
$24,209
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|