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 |
|---|---|---|---|---|---|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
8,951
shares
|
$241,497
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,899
shares
|
$240,095
0.0% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
8,767
shares
|
$236,533
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
8,749
shares
|
$236,048
0.06% of portfolio
|
Q3 2024
Reduced 56.14%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
8,555
shares
|
$230,813
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,535
shares
|
$230,274
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
8,511
shares
|
$229,626
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,376
shares
|
$225,984
0.0% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
8,280
shares
|
$223,394
0.0% of portfolio
|
Q4 2024
Reduced 50.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,058
shares
|
$217,404
0.0% of portfolio
|
Q4 2024
Reduced 79.26%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
8,000
shares
|
$215,840
0.0% of portfolio
|
Q4 2024
Reduced 52.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
8,000
shares
|
$215,840
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,911
shares
|
$213,438
0.01% of portfolio
|
Q2 2020
Reduced 98.29%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,751
shares
|
$209,121
0.01% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,687
shares
|
$207,395
0.14% of portfolio
|
Q2 2022
Reduced 71.71%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
7,652
shares
|
$206,450
0.18% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,635
shares
|
$205,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
7,572
shares
|
$204,292
0.18% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
7,500
shares
|
$202,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,650
shares
|
$179,417
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,973
shares
|
$161,151
0.08% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,365
shares
|
$144,747
0.0% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,240
shares
|
$141,375
0.02% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,024
shares
|
$135,547
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,548
shares
|
$122,705
0.07% of portfolio
|
Q1 2023
Reduced 12.27%
|