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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
30,656
shares
|
$825,566
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
30,510
shares
|
$821,634
0.29% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
30,012
shares
|
$808,223
0.07% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
29,049
shares
|
$782,289
0.03% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
28,247
shares
|
$760,691
0.61% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
28,043
shares
|
$755,197
0.41% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
27,973
shares
|
$753,312
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
27,946
shares
|
$752,585
0.41% of portfolio
|
Q4 2024
Added 26.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
27,605
shares
|
$743,402
0.01% of portfolio
|
Q4 2024
Reduced 47.36%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
27,290
shares
|
$734,919
0.12% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
26,539
shares
|
$714,695
0.02% of portfolio
|
Q4 2024
Added 34.49%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
25,676
shares
|
$691,454
0.01% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
25,670
shares
|
$691,293
0.68% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
25,383
shares
|
$683,564
0.0% of portfolio
|
Q4 2024
Reduced 70.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,685
shares
|
$664,767
0.0% of portfolio
|
Q4 2024
Added 52.82%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
24,438
shares
|
$658,115
0.14% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
23,419
shares
|
$630,673
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
23,194
shares
|
$624,614
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
22,568
shares
|
$607,756
0.06% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
22,513
shares
|
$606,275
0.01% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
22,504
shares
|
$606,032
0.03% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
22,364
shares
|
$602,262
0.12% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
21,221
shares
|
$571,481
0.03% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,005
shares
|
$565,664
0.04% of portfolio
|
Q3 2022
Added 4.76%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,922
shares
|
$563,429
0.34% of portfolio
|
Q3 2024
Reduced 32.43%
|