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Get Institutions for : 
Ishares Fallen Angels Usd Bond (FALN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 244    2
Total shares held : 
 41,754,709  
% of shares held : 
 26.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 6,287,161  
% of shares held change : 
   3.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 953,003
 2.28%
 
Increased Positions :
100
 11,994,241
 28.73%
 
Unchanged Positions :
31
 552,218
 1.32%
 
Decreased Positions :
86
-4,423,588
-10.59%
 
Closed Positions :
29
-2,236,495
-5.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 744 - 2024-03-31 5,330,254 $143,171,000 758,464
   ENVESTNET ASSET MANAGEMENT INC 568 - 2024-03-31 2,411,989 $64,786,000 26,626
   NOMURA ASSET MANAGEMENT CO LTD 101 - 2024-03-31 2,326,800 $62,498,000 1,135,900
   ANGELES INVESTMENT ADVISORS, LLC 15 - 2024-03-31 1,124,000 $30,191,000 1,124,000
   AMERIPRISE FINANCIAL INC 1064 - 2024-03-31 1,097,262 $29,478,000 928,935
   ESL Trust Services LLC 8 - 2024-03-31 1,032,975 $27,746,000 2,484
   Cetera Investment Advisers 378 - 2024-03-31 768,476 $20,641,000 496,455
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 49 - 2024-03-31 670,381 $18,006,000 56,383
   Tactive Advisors LLC 2 - 2023-12-31 475,643 $12,557,000 437,735
   MULTIFINANCIAL SECURITIES CORP 198 - 2024-03-31 464,605 $12,479,000 72,447
   CREATIVE PLANNING 368 - 2024-03-31 440,182 $11,823,000 93,107
   MML INVESTORS SERVICES LLC 396 - 2024-03-31 388,588 $10,437,000 3,988
   Executive Wealth Management LLC 32 - 2024-03-31 368,603 $9,801,000 19,381
   Asset Allocation Strategies LLC 10 - 2024-03-31 337,644 $9,069,000 9,068
   Resources Investment Advisors Inc. 137 - 2024-03-31 336,907 $9,049,000 60,247
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 329 - 2024-03-31 296,724 $7,970,000 18,540
   Betterment LLC 93 - 2024-03-31 266,993 $7,171,000 56,109
   CONTINUUM WEALTH ADVISORS LLC 8 - 2024-03-31 259,886 $6,981,000 5,389
   WELLS FARGO & CO/MN 1797 - 2024-03-31 247,413 $6,645,000 60,279
   Breakwater Capital Group 13 - 2024-03-31 215,169 $5,779,000 43,401
   CWM LLC 389 - 2024-03-31 213,680 $5,739,000 33,617
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 59 - 2024-03-31 192,543 $5,172,000 4,000
   J P MORGAN CHASE & CO 2508 - 2024-03-31 167,780 $4,507,000 45,194
   CALIBER WEALTH MANAGEMENT LLC 10 - 2024-03-31 148,506 $3,989,000 83,795
   HF Advisory Group LLC 5 - 2024-03-31 142,675 $3,832,000 9,268
   Integrated Wealth Concepts LLC 320 - 2024-03-31 141,299 $3,795,000 89
   KRAEMATON INVESTMENT ADVISORS INC 5 - 2024-03-31 134,896 $3,623,000 636
   GREAT VALLEY ADVISOR GROUP INC. 201 - 2024-03-31 126,998 $3,411,000 3,587
   Schonfeld Strategic Advisors LLC 666 - 2024-03-31 121,196 $3,255,000 10,234
   COASTLINE TRUST CO 58 - 2024-03-31 121,066 $3,252,000 12,654
   MERCER GLOBAL ADVISORS INC /ADV 582 - 2024-03-31 120,200 $3,229,000 7,286
   PARK AVENUE SECURITIES LLC 277 - 2024-03-31 117,844 $3,165,000 9,731
   Pensionmark Financial Group LLC 56 - 2024-03-31 108,788 $2,922,000 81,985
   DOHJ LLC 34 - 2024-03-31 107,411 $2,885,000 17,848
   Glassy Mountain Advisors Inc. 34 - 2024-03-31 104,837 $2,816,000 5,384
   Insight Wealth Partners LLC 16 - 2024-03-31 101,468 $2,725,000 9,657
   BANK OF NEW YORK MELLON CORP 2639 - 2024-03-31 95,089 $2,554,000 6,557
   Cornerstone Planning Group LLC 18 - 2024-03-31 85,890 $2,269,000 5,209
   D L CARLSON INVESTMENT GROUP INC 68 - 2024-03-31 80,666 $2,167,000 384
   Ignite Planners LLC 43 - 2024-03-31 74,664 $1,985,000 20,601
   CITIGROUP INC 1793 - 2024-03-31 71,688 $1,926,000 34,167
   STIFEL FINANCIAL CORP 1798 - 2024-03-31 65,844 $1,769,000 3,900
   MT LUCAS MANAGEMENT CORP 66 - 2024-03-31 65,655 $1,763,000 18,812
   Change Path LLC 264 - 2024-03-31 60,743 $1,632,000 37,361
   US BANCORP 933 - 2024-03-31 57,558 $1,546,000 20,895
   NOVARE CAPITAL MANAGEMENT LLC 99 - 2024-03-31 57,439 $1,543,000 12,765
   Baird Financial Group Inc. 1060 - 2024-03-31 51,416 $1,381,000 25,205
   Ausdal Financial Partners Inc. 137 - 2024-03-31 51,029 $1,371,000 6,703
   Fifth Third Securities Inc. 138 - 2024-03-31 49,265 $1,323,000 1,625
   DDFG Inc 25 - 2024-03-31 49,219 $1,322,000 2,879
   Wealth Advisory Solutions LLC 58 - 2024-03-31 48,653 $1,307,000 48,653
   RENAISSANCE TECHNOLOGIES LLC 2353 - 2024-03-31 45,863 $1,232,000 3,563
   Strategic Financial Concepts LLC 74 - 2024-03-31 45,835 $1,231,000 8,424
   FIRST CITIZENS BANK & TRUST CO 225 - 2024-03-31 45,504 $1,222,000 6,891
   VisionPoint Advisory Group LLC 67 - 2024-03-31 41,233 $1,108,000 8,161
   Coombe Bender & Co LLC 38 - 2024-03-31 41,063 $1,103,000 558
   PRUDENTIAL FINANCIAL INC 1800 - 2024-03-31 39,701 $1,066,000 5,621
   Kestra Advisory Services LLC 1191 - 2024-03-31 39,577 $1,063,000 12,610
   Wealthfront Advisers LLC 607 - 2024-03-31 38,712 $1,040,000 20,835
   HIGHTOWER ADVISORS, LLC 1753 - 2024-03-31 38,540 $1,032,000 28,746
   Goss Wealth Management LLC 1035 - 2024-03-31 33,311 $895,000 19,797
   COMERICA BANK 1592 - 2024-03-31 33,285 $894,000 1,415
   Family Asset Management LLC 47 - 2024-03-31 31,842 $855,000 6,560
   FLOW TRADERS U.S. LLC 371 - 2024-03-31 27,423 $737,000 27,423
   JB Capital LLC 120 - 2024-03-31 26,932 $723,000 910
   MARINER WEALTH ADVISORS, LLC 1741 - 2024-03-31 26,600 $714,000 3,143
   OLD MISSION CAPITAL LLC 483 - 2024-03-31 25,772 $692,000 25,772
   Western Financial Corp/CA 72 - 2024-03-31 25,396 $682,000 753
   NATIONAL ASSET MANAGEMENT, INC. 653 - 2024-03-31 27,316 $677,000 4,597
   Geneos Wealth Management Inc. 427 - 2024-03-31 25,047 $673,000 5,406
   Symphony Financial Ltd. Co. 109 - 2024-03-31 22,521 $605,000 1,037
   Mutual Advisors LLC 632 - 2024-03-31 22,064 $593,000 6,959
   Rockefeller Capital Management L.P. 1423 - 2024-03-31 21,395 $575,000 6,497
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 192 - 2024-03-31 21,183 $569,000 2,203
   LexAurum Advisors LLC 137 - 2024-03-31 20,588 $553,000 2,285
   WEALTHSOURCE PARTNERS LLC 317 - 2023-12-31 18,855 $498,000 10,493
   Householder Group Estate & Retirement Specialist L 136 - 2024-03-31 18,343 $493,000 18,331
   HRT FINANCIAL LLC 1217 - 2024-03-31 17,795 $477,000 17,795
   Dynamic Advisors Solutions LLC 625 - 2024-03-31 17,262 $464,000 8,283
   Vontobel Holding Ltd. 807 - 2024-03-31 17,000 $457,000 2,000
   Invst LLC 154 - 2024-03-31 16,831 $448,000 2,005
   Navis Wealth Advisors LLC 45 - 2024-03-31 16,439 $442,000 2,025
   ADVISORY SERVICES NETWORK, LLC 1004 - 2024-03-31 16,315 $438,000 10,378
   PROEQUITIES INC. 473 - 2024-03-31 15,998 $430,000 3,501
   Sigma Planning Corp 847 - 2024-03-31 14,677 $394,000 14,677
   PRINCIPAL SECURITIES INC. 763 - 2024-03-31 14,358 $386,000 870
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 246 - 2024-03-31 12,523 $336,000 2,052
   CAP Partners LLC 88 - 2024-03-31 11,331 $304,000 265
   Strategic Blueprint LLC 484 - 2024-03-31 11,307 $304,000 1,336
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1429 - 2024-03-31 10,302 $277,000 1,135
   Quadrant Private Wealth Management LLC 187 - 2024-03-31 10,212 $274,000 1,581
   H D Vest Advisory Services 1390 - 2024-03-31 9,484 $255,000 553
   AlphaCentric Advisors LLC 110 - 2024-03-31 8,953 $240,000 2,346
   Absolute Capital Management LLC 95 - 2024-03-31 8,786 $236,000 731
   ICA Group Wealth Management LLC 257 - 2024-03-31 8,309 $223,000 10
   Steward Partners Investment Advisory LLC 1404 - 2024-03-31 7,836 $210,000 7,812
   Colonial Trust Co / SC 281 - 2024-03-31 7,128 $191,000 192
   LGT Financial Advisors LLC 183 - 2024-03-31 3,443 $92,000 23
   Park Place Capital Corp 357 - 2024-03-31 2,692 $72,000 53
   FTB Advisors Inc. 807 - 2024-03-31 2,612 $70,000 533
  100 Records found
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