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 $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,061
shares
|
$535,428
0.02% of portfolio
|
Q3 2024
Added 77.17%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$533,800
0.03% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
19,733
shares
|
$526,673
0.01% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
19,345
shares
|
$516,318
0.19% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
19,343
shares
|
$516,264
0.01% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
18,957
shares
|
$505,962
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,855
shares
|
$503,239
0.03% of portfolio
|
Q4 2023
Added 125.48%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
18,713
shares
|
$499,449
0.06% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
18,054
shares
|
$481,861
0.01% of portfolio
|
Q3 2024
Reduced 59.78%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,134
shares
|
$457,306
0.0% of portfolio
|
Q3 2024
Added 70.62%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
17,009
shares
|
$453,970
0.51% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
17,000
shares
|
$453,730
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
16,840
shares
|
$449,459
0.03% of portfolio
|
Q3 2024
Reduced 45.95%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
16,765
shares
|
$447,457
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
16,589
shares
|
$442,760
0.11% of portfolio
|
Q3 2024
Added 41.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,153
shares
|
$431,123
0.0% of portfolio
|
Q3 2024
Reduced 35.28%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,283
shares
|
$407,903
0.01% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,140
shares
|
$404,086
0.0% of portfolio
|
Q3 2024
Added 56.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,973
shares
|
$399,629
0.0% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,489
shares
|
$386,711
0.01% of portfolio
|
Q2 2024
Reduced 11.19%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
13,778
shares
|
$367,734
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
13,707
shares
|
$365,839
0.42% of portfolio
|
Q3 2024
Added 28.05%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
13,079
shares
|
$349,078
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
13,062
shares
|
$348,624
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
12,548
shares
|
$334,906
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|