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 50.2 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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
308,670
shares
|
$8.31 Million
0.03% of portfolio
|
Q4 2024
Added 58.29%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
306,000
shares
|
$8.24 Million
0.21% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
301,083
shares
|
$8.11 Million
2.34% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
280,121
shares
|
$7.54 Million
4.27% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
273,792
shares
|
$7.37 Million
0.03% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
230,279
shares
|
$6.2 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
227,994
shares
|
$6.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
227,264
shares
|
$6.12 Million
0.05% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
218,598
shares
|
$5.89 Million
0.21% of portfolio
|
Q4 2024
Reduced 79.78%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
218,010
shares
|
$5.87 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
215,520
shares
|
$5.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
201,896
shares
|
$5.44 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
190,350
shares
|
$5.13 Million
0.01% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
186,735
shares
|
$5.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
170,955
shares
|
$4.6 Million
0.36% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
169,787
shares
|
$4.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
169,433
shares
|
$4.56 Million
2.87% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
164,657
shares
|
$4.43 Million
2.02% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
164,535
shares
|
$4.43 Million
0.12% of portfolio
|
Q3 2024
Added 21.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
163,146
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
160,081
shares
|
$4.31 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
156,201
shares
|
$4.21 Million
0.49% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,675
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
155,189
shares
|
$4.18 Million
1.78% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
150,524
shares
|
$4.05 Million
0.11% of portfolio
|
Q4 2024
Added 82.63%
|