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 |
|---|---|---|---|---|---|
|
Toews Corp
|
Oct 25, 2024 Q3 2024 |
264,500
shares
|
$7.15 Million
0.97% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
264,135
shares
|
$7.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
259,606
shares
|
$7.02 Million
0.03% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
240,142
shares
|
$6.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
231,395
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
218,211
shares
|
$5.9 Million
0.45% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
217,915
shares
|
$5.89 Million
0.17% of portfolio
|
Q3 2024
Reduced 21.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
216,199
shares
|
$5.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
210,057
shares
|
$5.68 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
194,997
shares
|
$5.27 Million
0.02% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
184,060
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2024
Added 35.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
181,057
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
167,189
shares
|
$4.52 Million
0.43% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
164,535
shares
|
$4.45 Million
0.12% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
162,931
shares
|
$4.4 Million
2.82% of portfolio
|
Q3 2024
Reduced 40.78%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
159,090
shares
|
$4.3 Million
2.02% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,675
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
155,162
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 47.32%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
154,810
shares
|
$4.18 Million
1.81% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
152,128
shares
|
$4.11 Million
2.19% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
148,506
shares
|
$4.01 Million
2.12% of portfolio
|
Q1 2024
Added 129.49%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
144,598
shares
|
$3.91 Million
0.47% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
135,172
shares
|
$3.65 Million
3.86% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
131,443
shares
|
$3.55 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
125,366
shares
|
$3.39 Million
0.85% of portfolio
|
Q3 2024
New holding
|