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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
148,506
shares
|
$3.98 Million
2.12% of portfolio
|
Q1 2024
Added 129.49%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
141,462
shares
|
$3.79 Million
0.88% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
131,959
shares
|
$3.53 Million
3.71% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
123,213
shares
|
$3.3 Million
0.46% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
119,736
shares
|
$3.21 Million
1.12% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
114,308
shares
|
$3.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
114,008
shares
|
$3.05 Million
0.01% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
112,003
shares
|
$3 Million
0.08% of portfolio
|
Q4 2024
Reduced 48.6%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
111,864
shares
|
$3 Million
0.03% of portfolio
|
Q1 2024
Added 48.23%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
111,035
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
110,438
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
108,614
shares
|
$2.91 Million
0.67% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
101,243
shares
|
$2.71 Million
1.46% of portfolio
|
Q4 2024
Reduced 33.45%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
101,109
shares
|
$2.71 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
99,183
shares
|
$2.66 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
98,539
shares
|
$2.64 Million
0.0% of portfolio
|
Q4 2024
Added 53.65%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
97,388
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.13%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
96,346
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
94,179
shares
|
$2.52 Million
0.51% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
93,500
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
92,557
shares
|
$2.48 Million
0.62% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
91,653
shares
|
$2.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
85,748
shares
|
$2.3 Million
0.42% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
79,724
shares
|
$2.14 Million
0.66% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
78,000
shares
|
$2.09 Million
1.13% of portfolio
|
Q1 2023
Added 160.0%
|