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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
40,649
shares
|
$1.09 Million
0.55% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
39,079
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 63.59%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
39,000
shares
|
$1.04 Million
0.67% of portfolio
|
Q4 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,861
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 360.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
38,450
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
36,257
shares
|
$968,787
0.0% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
35,662
shares
|
$952,888
0.01% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
35,579
shares
|
$950,670
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
35,495
shares
|
$948,426
0.0% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
34,991
shares
|
$934,959
0.46% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
34,775
shares
|
$929,188
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
33,600
shares
|
$897,792
0.07% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
32,496
shares
|
$868,293
0.03% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
32,400
shares
|
$865,728
0.61% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
31,559
shares
|
$843,256
0.0% of portfolio
|
Q3 2024
Added 63.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
31,508
shares
|
$841,893
0.04% of portfolio
|
Q3 2024
Reduced 75.48%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
31,185
shares
|
$833,263
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,099
shares
|
$830,965
0.02% of portfolio
|
Q3 2024
Added 87.88%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
31,023
shares
|
$828,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
30,874
shares
|
$824,953
0.07% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
30,225
shares
|
$807,612
0.3% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
29,940
shares
|
$799,996
0.06% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
29,409
shares
|
$785,808
0.0% of portfolio
|
Q3 2024
Added 754.17%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
28,946
shares
|
$773,437
0.12% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
28,820
shares
|
$770,070
0.03% of portfolio
|
Q3 2024
Reduced 2.87%
|