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 |
|---|---|---|---|---|---|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
67,164
shares
|
$1.79 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
65,857
shares
|
$1.76 Million
0.63% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
64,132
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
63,408
shares
|
$1.69 Million
0.33% of portfolio
|
Q3 2022
New holding
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
59,018
shares
|
$1.58 Million
0.46% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
57,014
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2024
Added 18.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
55,945
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
52,792
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
52,644
shares
|
$1.41 Million
0.6% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
52,445
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
51,063
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
50,679
shares
|
$1.35 Million
0.38% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
48,547
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
48,396
shares
|
$1.29 Million
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,812
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
45,783
shares
|
$1.22 Million
0.52% of portfolio
|
Q3 2024
Added 22.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,166
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2022
Added 4.0%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
44,731
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
43,800
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
43,668
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
43,576
shares
|
$1.16 Million
0.32% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
42,929
shares
|
$1.15 Million
0.61% of portfolio
|
Q1 2024
Reduced 90.97%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
42,407
shares
|
$1.13 Million
0.67% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
41,709
shares
|
$1.11 Million
0.7% of portfolio
|
Q3 2022
Reduced 22.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
40,965
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 153.92%
|