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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,606
shares
|
$313,129
0.01% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,580
shares
|
$312,428
0.01% of portfolio
|
Q4 2024
Reduced 64.36%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
11,409
shares
|
$307,814
0.07% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
11,373
shares
|
$306,843
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,260
shares
|
$303,794
0.02% of portfolio
|
Q4 2024
Added 31.7%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
11,233
shares
|
$303,066
0.11% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
11,078
shares
|
$298,884
0.01% of portfolio
|
Q4 2024
Reduced 83.79%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
10,536
shares
|
$284,261
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,473
shares
|
$282,561
0.02% of portfolio
|
Q4 2024
Reduced 23.99%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
10,361
shares
|
$279,539
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
10,316
shares
|
$278,325
0.22% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
10,145
shares
|
$273,712
0.02% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,914
shares
|
$267,479
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
9,911
shares
|
$267,398
0.01% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
9,859
shares
|
$265,995
0.05% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
9,836
shares
|
$265,375
0.0% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
9,835
shares
|
$265,348
0.01% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
9,831
shares
|
$265,240
0.09% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
9,443
shares
|
$254,772
0.26% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
9,399
shares
|
$253,585
0.01% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
9,250
shares
|
$249,565
0.03% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
9,130
shares
|
$246,327
0.15% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
9,122
shares
|
$246,111
0.13% of portfolio
|
Q1 2024
Reduced 99.0%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
9,090
shares
|
$245,248
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
9,059
shares
|
$244,411
0.09% of portfolio
|
Q4 2024
Added 3.69%
|