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 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
19,343
shares
|
$521,874
0.01% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
18,957
shares
|
$511,459
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,855
shares
|
$508,707
0.03% of portfolio
|
Q4 2023
Added 125.48%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
18,820
shares
|
$507,763
0.0% of portfolio
|
Q4 2024
Reduced 87.87%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
18,568
shares
|
$500,964
0.43% of portfolio
|
Q4 2024
Added 95.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
18,499
shares
|
$499,103
0.02% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,051
shares
|
$487,015
0.06% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,028
shares
|
$486,395
0.0% of portfolio
|
Q4 2024
Added 118.52%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
17,904
shares
|
$483,049
0.18% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
17,620
shares
|
$475,387
0.0% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
17,161
shares
|
$463,003
0.51% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,220
shares
|
$437,615
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,867
shares
|
$401,111
0.01% of portfolio
|
Q4 2024
Reduced 52.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,574
shares
|
$393,206
0.01% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,262
shares
|
$384,788
0.01% of portfolio
|
Q4 2024
Added 63.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,179
shares
|
$382,549
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
14,108
shares
|
$380,633
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,906
shares
|
$375,183
0.0% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,340
shares
|
$359,913
0.01% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
13,269
shares
|
$357,997
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,975
shares
|
$350,065
0.0% of portfolio
|
Q4 2024
Added 35.28%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,923
shares
|
$348,662
0.02% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,056
shares
|
$325,270
0.01% of portfolio
|
Q4 2024
Reduced 48.52%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
12,008
shares
|
$323,975
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
11,998
shares
|
$323,706
0.01% of portfolio
|
Q4 2024
Added 21.2%
|