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 292 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 $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
111
shares
|
$2,962
0.0% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
99
shares
|
$2,642
0.0% of portfolio
|
Q3 2024
Added 175.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
80
shares
|
$2,135
0.0% of portfolio
|
Q2 2024
Reduced 98.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
72
shares
|
$1,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
69
shares
|
$1,841
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
68
shares
|
$1,814
0.0% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
49
shares
|
$1,307
0.0% of portfolio
|
Q1 2024
Reduced 80.86%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$1,174
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
42
shares
|
$1,120
0.0% of portfolio
|
Q3 2024
Reduced 91.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
21
shares
|
$560
0.0% of portfolio
|
Q2 2024
Reduced 70.83%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$480
0.0% of portfolio
|
Q3 2023
Reduced 95.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$266
0.0% of portfolio
|
Q3 2023
Reduced 99.79%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
10
shares
|
$266
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3
shares
|
$80
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q1 2024
Reduced 96.43%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|