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 297 institutions that hold shares in the stock, with a total of 50.2 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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
9,566,735
shares
|
$258 Million
3.33% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,433,200
shares
|
$146 Million
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,616,611
shares
|
$70.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,157,566
shares
|
$58.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,984,243
shares
|
$53.4 Million
0.02% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,592,730
shares
|
$42.9 Million
0.01% of portfolio
|
Q4 2024
Added 30.55%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
1,421,084
shares
|
$38.3 Million
0.12% of portfolio
|
Q4 2024
Added 70.81%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,294,400
shares
|
$34.9 Million
1.67% of portfolio
|
Q3 2024
Added 39.78%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,206,488
shares
|
$32.5 Million
0.19% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,191,143
shares
|
$32.1 Million
0.08% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,115,496
shares
|
$30 Million
6.65% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,040,030
shares
|
$28 Million
0.01% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
979,828
shares
|
$26.4 Million
0.0% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
799,500
shares
|
$21.5 Million
0.73% of portfolio
|
Q4 2023
Reduced 18.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
773,706
shares
|
$20.8 Million
0.25% of portfolio
|
Q4 2024
Added 28.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
670,381
shares
|
$18.1 Million
0.51% of portfolio
|
Q1 2024
Added 9.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
605,780
shares
|
$16.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
601,719
shares
|
$16.2 Million
0.06% of portfolio
|
Q4 2024
Added 40.82%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
583,680
shares
|
$15.7 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
527,490
shares
|
$14.2 Million
0.91% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
490,710
shares
|
$13.2 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
485,264
shares
|
$13.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.24%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
477,552
shares
|
$12.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
338,800
shares
|
$9.12 Million
0.78% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
319,604
shares
|
$8.61 Million
1.7% of portfolio
|
Q4 2024
Added 8.72%
|