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 |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
9,130
shares
|
$244,501
0.15% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
9,122
shares
|
$244,287
0.13% of portfolio
|
Q1 2024
Reduced 99.0%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
9,090
shares
|
$243,430
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
9,059
shares
|
$242,600
0.09% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
8,951
shares
|
$239,707
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,899
shares
|
$238,315
0.0% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
8,767
shares
|
$234,780
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
8,749
shares
|
$234,298
0.06% of portfolio
|
Q3 2024
Reduced 56.14%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,555
shares
|
$229,102
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,535
shares
|
$228,567
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
8,511
shares
|
$227,924
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,376
shares
|
$224,309
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
8,280
shares
|
$221,738
0.0% of portfolio
|
Q4 2024
Reduced 50.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,058
shares
|
$215,793
0.0% of portfolio
|
Q4 2024
Reduced 79.26%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
8,000
shares
|
$214,240
0.0% of portfolio
|
Q4 2024
Reduced 52.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
8,000
shares
|
$214,240
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,911
shares
|
$211,856
0.01% of portfolio
|
Q2 2020
Reduced 98.29%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,751
shares
|
$207,571
0.01% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,687
shares
|
$205,857
0.14% of portfolio
|
Q2 2022
Reduced 71.71%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
7,652
shares
|
$204,920
0.18% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,635
shares
|
$204,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,572
shares
|
$202,778
0.18% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
7,500
shares
|
$200,850
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,650
shares
|
$178,087
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,973
shares
|
$159,956
0.08% of portfolio
|
Q4 2023
Reduced 1.48%
|