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 |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
78,000
shares
|
$2.1 Million
1.13% of portfolio
|
Q1 2023
Added 160.0%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
73,795
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
73,468
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Added 149.81%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
71,527
shares
|
$1.93 Million
0.5% of portfolio
|
Q4 2024
Reduced 42.95%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
71,198
shares
|
$1.92 Million
0.15% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
70,318
shares
|
$1.89 Million
0.11% of portfolio
|
Q4 2024
Added 187.26%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
70,213
shares
|
$1.89 Million
0.4% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
69,209
shares
|
$1.86 Million
0.16% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
68,451
shares
|
$1.84 Million
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
68,023
shares
|
$1.83 Million
0.65% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
67,698
shares
|
$1.82 Million
1.06% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
64,324
shares
|
$1.73 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
63,408
shares
|
$1.71 Million
0.33% of portfolio
|
Q3 2022
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
57,239
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
54,808
shares
|
$1.48 Million
0.41% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
54,752
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
50,401
shares
|
$1.36 Million
0.57% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
49,817
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.93%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
48,815
shares
|
$1.31 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
48,396
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
48,200
shares
|
$1.3 Million
0.7% of portfolio
|
Q4 2024
Added 23.59%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
46,695
shares
|
$1.26 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
46,608
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,812
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
45,743
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 166.97%
|