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 276 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
6,644,675
shares
|
$174 Million
2.69% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
5,330,254
shares
|
$140 Million
0.01% of portfolio
|
Q1 2024
Added 16.59%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,411,989
shares
|
$63.2 Million
0.02% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 13, 2024 Q1 2024 |
2,326,800
shares
|
$60.9 Million
0.23% of portfolio
|
Q1 2024
Added 95.38%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,915,402
shares
|
$50.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,723,691
shares
|
$45.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Angeles Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
1,124,000
shares
|
$29.4 Million
1.61% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,097,262
shares
|
$28.7 Million
0.01% of portfolio
|
Q1 2024
Added 551.86%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
1,072,930
shares
|
$28.1 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Esl Trust Services, LLC
|
May 10, 2024 Q1 2024 |
1,032,975
shares
|
$27.1 Million
7.27% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
902,932
shares
|
$23.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
860,003
shares
|
$22.5 Million
0.01% of portfolio
|
Q4 2023
Added 6.65%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
799,500
shares
|
$20.9 Million
1.01% of portfolio
|
Q4 2023
Reduced 18.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
768,476
shares
|
$20.1 Million
0.05% of portfolio
|
Q1 2024
Added 465.18%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
679,175
shares
|
$17.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
670,381
shares
|
$17.6 Million
0.51% of portfolio
|
Q1 2024
Added 9.18%
|
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
450,899
shares
|
$11.8 Million
0.95% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
440,182
shares
|
$11.5 Million
0.01% of portfolio
|
Q1 2024
Added 26.83%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
421,280
shares
|
$11 Million
0.02% of portfolio
|
Q1 2024
Reduced 8.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
388,588
shares
|
$10.2 Million
0.04% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Executive Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
368,603
shares
|
$9.65 Million
0.91% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 07, 2024 Q1 2024 |
337,644
shares
|
$8.84 Million
3.2% of portfolio
|
Q1 2024
Added 2.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
336,907
shares
|
$8.82 Million
0.15% of portfolio
|
Q1 2024
Added 21.78%
|
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
306,000
shares
|
$8.01 Million
0.22% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
296,724
shares
|
$7.77 Million
0.03% of portfolio
|
Q1 2024
Added 6.66%
|
|