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 281 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,911
shares
|
$216,840
0.01% of portfolio
|
Q2 2020
Reduced 98.29%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
7,867
shares
|
$215,634
0.02% of portfolio
|
Q2 2024
Reduced 48.52%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,687
shares
|
$210,700
0.14% of portfolio
|
Q2 2022
Reduced 71.71%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
7,250
shares
|
$198,722
0.03% of portfolio
|
Q2 2024
Added 848.95%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
7,090
shares
|
$194,336
0.03% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
6,322
shares
|
$173,286
0.03% of portfolio
|
Q2 2024
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,973
shares
|
$163,719
0.08% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
5,884
shares
|
$161,280
0.01% of portfolio
|
Q2 2024
Reduced 24.77%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
5,404
shares
|
$148,123
0.02% of portfolio
|
Q1 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
5,277
shares
|
$144,642
0.0% of portfolio
|
Q2 2024
Added 102.03%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
4,754
shares
|
$130,307
0.0% of portfolio
|
Q4 2023
Reduced 17.38%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,548
shares
|
$124,660
0.07% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
4,279
shares
|
$117,287
0.01% of portfolio
|
Q1 2024
Reduced 16.9%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
4,217
shares
|
$115,587
0.01% of portfolio
|
Q2 2024
Reduced 45.44%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,000
shares
|
$109,640
0.0% of portfolio
|
Q4 2023
Reduced 98.54%
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 14, 2024 Q2 2024 |
3,951
shares
|
$108,296
0.94% of portfolio
|
Q3 2023
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,925
shares
|
$107,584
0.16% of portfolio
|
Q3 2022
Reduced 38.87%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
3,860
shares
|
$105,802
0.03% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
3,482
shares
|
$95,441
0.19% of portfolio
|
Q2 2024
Added 1.13%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
3,443
shares
|
$94,372
0.0% of portfolio
|
Q2 2024
Added 10.71%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
3,395
shares
|
$93,056
0.0% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
3,318
shares
|
$90,946
0.02% of portfolio
|
Q2 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
3,285
shares
|
$90,041
0.01% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,136
shares
|
$85,957
0.0% of portfolio
|
Q2 2024
Added 19.56%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
2,754
shares
|
$75,487
0.0% of portfolio
|
Q2 2023
Reduced 60.98%
|