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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
885
shares
|
$23,700
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
812
shares
|
$21,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
810
shares
|
$21,691
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
716
shares
|
$19,174
0.0% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
658
shares
|
$17,621
0.0% of portfolio
|
Q4 2024
Added 193.75%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
630
shares
|
$16,871
0.0% of portfolio
|
Q4 2024
Added 52.91%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
592
shares
|
$15,853
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
544
shares
|
$14,568
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
506
shares
|
$13,550
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
484
shares
|
$12,961
0.0% of portfolio
|
Q3 2024
Added 240.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
453
shares
|
$12,131
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
438
shares
|
$11,729
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
427
shares
|
$11,435
0.0% of portfolio
|
Q4 2024
Added 271.3%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
373
shares
|
$9,988
0.0% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
369
shares
|
$9,881
0.0% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
359
shares
|
$9,614
0.0% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
336
shares
|
$8,998
0.0% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
289
shares
|
$7,739
0.0% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
284
shares
|
$7,605
0.02% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
190
shares
|
$5,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
178
shares
|
$4,766
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
142
shares
|
$3,802
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
125
shares
|
$3,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
123
shares
|
$3,293
0.0% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
113
shares
|
$3,026
0.0% of portfolio
|
Q4 2024
Added 1.8%
|