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 292 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
810
shares
|
$21,643
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
622
shares
|
$16,619
0.01% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
583
shares
|
$15,577
0.0% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
574
shares
|
$15,337
0.01% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
519
shares
|
$13,867
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
506
shares
|
$13,520
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
484
shares
|
$12,932
0.0% of portfolio
|
Q3 2024
Added 240.85%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
471
shares
|
$12,585
0.0% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
453
shares
|
$12,104
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
438
shares
|
$11,703
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
412
shares
|
$11,008
0.0% of portfolio
|
Q3 2024
Added 60.94%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
372
shares
|
$9,939
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
359
shares
|
$9,592
0.0% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
316
shares
|
$8,443
0.0% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
289
shares
|
$7,722
0.0% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
284
shares
|
$7,588
0.02% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
250
shares
|
$6,680
0.0% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
241
shares
|
$6,439
0.0% of portfolio
|
Q3 2024
Added 653.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
224
shares
|
$5,985
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
200
shares
|
$5,344
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
178
shares
|
$4,756
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
142
shares
|
$3,794
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
123
shares
|
$3,286
0.0% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
115
shares
|
$3,072
0.0% of portfolio
|
Q2 2024
Reduced 96.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
115
shares
|
$3,072
0.0% of portfolio
|
Q1 2024
New holding
|