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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
12,250
shares
|
$327,320
0.05% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
12,008
shares
|
$320,853
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
11,409
shares
|
$304,848
0.07% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
11,406
shares
|
$304,768
0.07% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
10,697
shares
|
$285,823
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,514
shares
|
$280,934
0.02% of portfolio
|
Q3 2024
Reduced 37.79%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
10,443
shares
|
$279,036
0.01% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
10,375
shares
|
$277,220
0.02% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,176
shares
|
$271,902
0.01% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,914
shares
|
$264,902
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
9,899
shares
|
$264,501
0.01% of portfolio
|
Q3 2024
Added 87.59%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
9,676
shares
|
$258,542
0.23% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
9,633
shares
|
$257,393
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,591
shares
|
$256,271
0.0% of portfolio
|
Q3 2024
Reduced 49.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
9,533
shares
|
$254,721
0.0% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
9,479
shares
|
$253,278
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
9,457
shares
|
$252,691
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,353
shares
|
$249,912
0.0% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
9,345
shares
|
$249,698
0.2% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
9,285
shares
|
$248,095
0.02% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
9,255
shares
|
$247,293
0.15% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
9,152
shares
|
$244,541
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
9,122
shares
|
$243,739
0.13% of portfolio
|
Q1 2024
Reduced 99.0%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
9,007
shares
|
$240,667
0.03% of portfolio
|
Q3 2024
Reduced 48.42%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,887
shares
|
$237,460
0.01% of portfolio
|
Q3 2024
Added 1.22%
|