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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
28,247
shares
|
$763,233
0.63% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
27,846
shares
|
$752,398
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
27,412
shares
|
$740,672
0.29% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
26,730
shares
|
$722,244
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
26,329
shares
|
$711,409
0.08% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
26,050
shares
|
$703,871
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
25,780
shares
|
$696,575
0.0% of portfolio
|
Q3 2024
Added 39.84%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
25,771
shares
|
$696,332
0.4% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
25,581
shares
|
$691,198
0.01% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
25,251
shares
|
$682,282
0.11% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
24,479
shares
|
$661,422
0.04% of portfolio
|
Q3 2024
Added 70.79%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
24,444
shares
|
$660,476
0.16% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
23,940
shares
|
$646,858
0.04% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
23,717
shares
|
$640,833
0.02% of portfolio
|
Q2 2024
Reduced 13.18%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
23,291
shares
|
$629,322
0.32% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
23,105
shares
|
$624,297
0.03% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,363
shares
|
$604,248
0.12% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
22,074
shares
|
$596,439
0.36% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
21,595
shares
|
$583,496
0.02% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,465
shares
|
$579,984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,005
shares
|
$567,555
0.04% of portfolio
|
Q3 2022
Added 4.76%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,922
shares
|
$565,312
0.34% of portfolio
|
Q3 2024
Reduced 32.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
20,752
shares
|
$560,719
0.01% of portfolio
|
Q3 2024
Reduced 47.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
20,649
shares
|
$557,935
0.02% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,061
shares
|
$542,048
0.02% of portfolio
|
Q3 2024
Added 77.17%
|