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 49.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,166
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2022
Added 4.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
44,976
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,571
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
44,551
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
43,800
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
43,229
shares
|
$1.17 Million
0.53% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
42,929
shares
|
$1.16 Million
0.61% of portfolio
|
Q1 2024
Reduced 90.97%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
42,407
shares
|
$1.15 Million
0.67% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
41,709
shares
|
$1.13 Million
0.7% of portfolio
|
Q3 2022
Reduced 22.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
41,515
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
39,642
shares
|
$1.07 Million
0.31% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
39,066
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 35.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
38,282
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
37,660
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
36,773
shares
|
$993,606
0.01% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
36,446
shares
|
$984,770
0.14% of portfolio
|
Q4 2024
Added 163.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
35,713
shares
|
$964,965
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
35,608
shares
|
$962,128
0.37% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
34,991
shares
|
$945,456
0.46% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
34,901
shares
|
$943,025
0.14% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
33,623
shares
|
$908,493
0.01% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
32,400
shares
|
$875,448
0.61% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
31,827
shares
|
$859,965
0.06% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
31,185
shares
|
$842,618
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
30,656
shares
|
$828,325
0.01% of portfolio
|
Q4 2024
New holding
|