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 290 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 $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,548
shares
|
$122,932
0.07% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
4,269
shares
|
$115,391
0.0% of portfolio
|
Q3 2024
Reduced 47.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$108,120
0.0% of portfolio
|
Q4 2023
Reduced 98.54%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,968
shares
|
$107,255
0.01% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
3,951
shares
|
$106,795
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,925
shares
|
$106,092
0.16% of portfolio
|
Q3 2022
Reduced 38.87%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,709
shares
|
$100,254
0.02% of portfolio
|
Q3 2024
Reduced 47.69%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,136
shares
|
$84,766
0.0% of portfolio
|
Q2 2024
Added 19.56%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,478
shares
|
$66,980
0.01% of portfolio
|
Q3 2024
Reduced 24.57%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,419
shares
|
$65,385
0.0% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
2,287
shares
|
$61,817
0.05% of portfolio
|
Q1 2024
Added 85.33%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,858
shares
|
$50,221
0.02% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,737
shares
|
$46,951
0.12% of portfolio
|
Q3 2024
Reduced 50.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,491
shares
|
$40,301
0.0% of portfolio
|
Q3 2024
Reduced 27.73%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,419
shares
|
$38,355
0.01% of portfolio
|
Q2 2024
Reduced 49.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,389
shares
|
$37,544
0.01% of portfolio
|
Q3 2024
Reduced 29.42%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,292
shares
|
$34,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,230
shares
|
$33,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,139
shares
|
$30,787
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,135
shares
|
$30,679
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,125
shares
|
$30,408
0.0% of portfolio
|
Q3 2024
Reduced 23.73%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,051
shares
|
$28,408
0.01% of portfolio
|
Q2 2022
Reduced 6.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
905
shares
|
$24,462
0.0% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
810
shares
|
$21,894
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
622
shares
|
$16,812
0.01% of portfolio
|
Q3 2024
Added 20.08%
|