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 $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
122,960
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2024
Added 109.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
122,811
shares
|
$3.32 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
122,805
shares
|
$3.32 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
118,688
shares
|
$3.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
112,760
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
111,864
shares
|
$3.02 Million
0.03% of portfolio
|
Q1 2024
Added 48.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
110,971
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
108,899
shares
|
$2.94 Million
1.05% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
108,327
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
108,111
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Added 34.7%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
107,533
shares
|
$2.91 Million
0.59% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
107,021
shares
|
$2.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
103,790
shares
|
$2.8 Million
0.68% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
90,771
shares
|
$2.45 Million
0.65% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
87,711
shares
|
$2.37 Million
0.54% of portfolio
|
Q3 2024
Added 67.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
86,300
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
84,318
shares
|
$2.28 Million
0.43% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
79,574
shares
|
$2.15 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
78,000
shares
|
$2.11 Million
1.16% of portfolio
|
Q1 2023
Added 160.0%
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
73,361
shares
|
$1.98 Million
0.59% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
70,213
shares
|
$1.9 Million
0.4% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
68,848
shares
|
$1.86 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
68,352
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
68,086
shares
|
$1.84 Million
0.16% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
67,721
shares
|
$1.83 Million
0.05% of portfolio
|
Q3 2024
Added 3.41%
|