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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
75
shares
|
$2,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
73
shares
|
$1,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
72
shares
|
$1,928
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
69
shares
|
$1,847
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
60
shares
|
$1,606
0.0% of portfolio
|
Q4 2024
Reduced 99.95%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
58
shares
|
$1,553
0.0% of portfolio
|
Q4 2024
Reduced 49.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
57
shares
|
$1,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
49
shares
|
$1,312
0.0% of portfolio
|
Q1 2024
Reduced 80.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$1,178
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
42
shares
|
$1,124
0.0% of portfolio
|
Q3 2024
Reduced 91.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
37
shares
|
$990
0.0% of portfolio
|
Q4 2024
Reduced 45.59%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
36
shares
|
$964
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
33
shares
|
$883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
32
shares
|
$856
0.0% of portfolio
|
Q4 2024
Reduced 86.72%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
30
shares
|
$803
0.0% of portfolio
|
Q4 2024
Reduced 88.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
25
shares
|
$669
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
24
shares
|
$642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
21
shares
|
$562
0.0% of portfolio
|
Q2 2024
Reduced 70.83%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$482
0.0% of portfolio
|
Q3 2023
Reduced 95.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$267
0.0% of portfolio
|
Q3 2023
Reduced 99.79%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$267
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
5
shares
|
$133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
3
shares
|
$80
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|