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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: 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 period: 12-31-2023 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
   MATHER GROUP, INC. 12 - 2024-03-31 6,644,675 $175,419,000 -28,696
   MORGAN STANLEY 1732 - 2024-03-31 1,915,402 $51,448,000 -20,960
   LPL FINANCIAL CORP 566 - 2024-03-31 1,723,691 $46,298,000 -11,365
   FMR LLC 1410 - 2024-03-31 1,404,596 $37,727,000 -1,011,352
   HANSON MCCLAIN, INC. 51 - 2024-03-31 1,072,930 $28,819,000 -7,164
   UBS Group AG 1086 - 2024-03-31 902,932 $24,253,000 -76,674
   BLACKROCK INC. 2951 - 2024-03-31 679,175 $18,243,000 -48,423
   COMMONWEALTH EQUITY SERVICES LLC. 728 - 2024-03-31 421,280 $11,316,000 -38,049
   BAKER AVENUE ASSET MANAGEMENT, LP 74 - 2024-03-31 270,462 $7,265,000 -10,043
   Envestnet Portfolio Solutions Inc. 309 - 2024-03-31 258,578 $6,945,000 -8,806
   Advisor Group Holdings Inc. 857 - 2024-03-31 256,156 $6,881,000 -141,227
   THRIVENT FINANCIAL FOR LUTHERANS 742 - 2024-03-31 237,411 $6,377,000 -1,658
   ROYAL BANK OF CANADA 1760 - 2024-03-31 236,242 $6,346,000 -3,575
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 246 - 2024-03-31 227,063 $6,099,000 -13,456
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 755 - 2024-03-31 182,299 $4,897,000 -75,387
   FINANCIAL NETWORK 672 - 2024-03-31 167,901 $4,510,000 -4,626
   Vestmark Advisory Solutions Inc. 132 - 2024-03-31 157,532 $4,231,000 -96,687
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1239 - 2024-03-31 152,099 $4,085,000 -77,271
   CAPITAL WEALTH MANAGEMENT LLC 17 - 2024-03-31 139,541 $3,748,000 -1,658
   ARGI INVESTMENT SERVICES, LLC 112 - 2022-12-31 138,037 $3,397,000 -5,969
   HPM Partners LLC 810 - 2024-03-31 112,527 $3,022,000 -3,208
   Orion Portfolio Solutions LLC 604 - 2024-03-31 84,173 $2,261,000 -90
   Atria Wealth Solutions Inc. 595 - 2024-03-31 82,003 $2,203,000 -92,245
   W. E. Donoghue & Co. LLC 33 - 2024-03-31 76,609 $2,058,000 -18,684
   Prime Capital Investment Advisors LLC 340 - 2024-03-31 76,205 $2,047,000 -15,989
   US FINANCIAL ADVISORS LLC 30 - 2024-03-31 74,859 $2,011,000 -419
   Steel Peak Wealth Management LLC 163 - 2024-03-31 74,275 $1,995,000 -34
   CLIENT 1ST ADVISORY GROUP LLC 19 - 2024-03-31 69,484 $1,866,000 -14,718
   ST GERMAIN D J CO INC 129 - 2024-03-31 68,037 $1,827,000 -242,246
   FINANCIAL LIFE ADVISORS 22 - 2024-03-31 52,259 $1,404,000 -13,455
   Parcion Private Wealth LLC 102 - 2024-03-31 50,369 $1,353,000 -2,755
   ATRIA INVESTMENTS LLC 821 - 2024-03-31 49,152 $1,320,000 -2,361
   JANNEY MONTGOMERY SCOTT LLC 1466 - 2024-03-31 40,372 $1,084,000 -49,621
   AE Wealth Management LLC 645 - 2024-03-31 36,917 $992,000 -52,803
   Impact Partnership Wealth LLC 32 - 2024-03-31 35,413 $951,000 -10,073
   EQIS CAPITAL MANAGEMENT, INC. 270 - 2024-03-31 33,744 $906,000 -2,049
   VALLEY FINANCIAL MANAGEMENT INC. 34 - 2023-06-30 34,991 $888,000 -2,156
   Insight Advisors LLC/ PA 102 - 2024-03-31 30,443 $818,000 -561
   HALLMARK CAPITAL MANAGEMENT INC 128 - 2024-03-31 28,945 $777,000 -2,156
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1349 - 2024-03-31 28,188 $757,000 -903
   Brookstone Capital Management 544 - 2024-03-31 26,866 $722,000 -968
   Yoder Wealth Management Inc. 44 - 2024-03-31 26,834 $721,000 -12
   Sunbelt Securities Inc. 262 - 2024-03-31 23,488 $631,000 -212
   GOLDMAN SACHS GROUP INC/ 3827 - 2024-03-31 22,940 $616,000 -87,339
   Lineweaver Wealth Advisors LLC 95 - 2024-03-31 22,459 $603,000 -142
   NTV ASSET MANAGEMENT LLC 150 - 2024-03-31 21,750 $584,000 -2,600
   Bank of New Hampshire 123 - 2024-03-31 20,497 $551,000 -1,697
   Kingsview Wealth Management LLC 644 - 2024-03-31 19,826 $533,000 -2,095
   First Citizens Asset Management Inc. 26 - 2024-03-31 19,760 $531,000 -2,047
   IHT Wealth Management LLC 652 - 2024-03-31 17,988 $483,000 -693
   JANE STREET GROUP LLC 3904 - 2024-03-31 17,838 $479,000 -176,704
   IFG Advisory LLC 316 - 2024-03-31 16,993 $456,000 -333
   High Falls Advisors Inc 66 - 2024-03-31 16,648 $447,000 -901
   RAYMOND JAMES & ASSOCIATES 3093 - 2024-03-31 16,347 $439,000 -9,979
   Aveo Capital Partners LLC 235 - 2024-03-31 16,452 $435,000 -4,277
   Snowden Capital Advisors LLC 807 - 2024-03-31 16,136 $433,000 -1,327
   LIBERTY WEALTH MANAGEMENT LLC 114 - 2024-03-31 15,914 $428,000 -2,582
   Financial Advocates Investment Management 489 - 2024-03-31 15,885 $427,000 -214
   Icon Wealth Advisors LLC 230 - 2024-03-31 15,281 $410,000 -2,108
   Golden State Equity Partners 228 - 2023-12-31 14,790 $390,000 -1,502
   U.S. Capital Wealth Advisors LLC 512 - 2024-03-31 14,224 $382,000 -855
   Summit X LLC 136 - 2024-03-31 13,764 $370,000 -160
   HARBOUR INVESTMENTS INC. 677 - 2023-12-31 12,602 $333,000 -8,121
   FIXED INCOME SECURITIES INC 1031 - 2024-03-31 11,945 $321,000 -3,066
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 166 - 2024-03-31 10,815 $290,000 -71
   CI Private Wealth LLC 1913 - 2024-03-31 10,549 $283,000 -1,588
   WEDBUSH MORGAN SECURITIES INC 908 - 2024-03-31 10,491 $282,000 -546
   Patriot Investment Management Inc. 210 - 2024-03-31 10,375 $279,000 -555
   VCI Wealth Management LLC 95 - 2024-03-31 10,142 $272,000 -10
   Parallel Advisors LLC 740 - 2024-03-31 9,981 $268,000 -50
   Allie Family Office LLC 70 - 2024-03-31 9,122 $245,000 -903,078
   We Are One Seven LLC 812 - 2024-03-31 8,280 $222,000 -26,585
   Spire Wealth Management 755 - 2024-03-31 7,821 $210,000 -1,361
   NBT BANK N A /NY 365 - 2024-03-31 7,729 $208,000 -1,869
   Saxony Capital Management LLC 105 - 2024-03-31 7,677 $206,000 -653
   Northwest Capital Management Inc 131 - 2024-03-31 6,930 $186,000 -1,158
   PROVENCE WEALTH MANAGEMENT GROUP 163 - 2023-12-31 5,973 $158,000 -90
   CREATIVE FINANCIAL DESIGNS INC /ADV 535 - 2024-03-31 4,279 $115,000 -870
   HARVEST GROUP WEALTH MANAGEMENT LLC 55 - 2023-03-31 4,548 $115,000 -636
   Farther Finance Advisors LLC 929 - 2024-03-31 3,825 $102,000 -342
   Capital Investment Advisory Services LLC 564 - 2024-03-31 3,618 $97,000 -682
   PRIVATE TRUST CO NA 914 - 2024-03-31 3,285 $88,000 -5
   PNC FINANCIAL SERVICES GROUP INC 2705 - 2024-03-31 3,110 $84,000 -213
   Financial Synergies Wealth Advisors Inc. 107 - 2024-03-31 2,861 $77,000 -3,055
   Emerald Investment Partners LLC 334 - 2024-03-31 2,816 $76,000 -296
   Sound Income Strategies LLC 368 - 2024-03-31 2,539 $68,000 -199
   IFP Advisors Inc 1393 - 2023-12-31 2,585 $68,000 -9,153
   Strategic Investment Solutions Inc. /IL 282 - 2023-12-31 1,434 $38,000 -556,180
   NBC SECURITIES INC. 1257 - 2024-03-31 1,261 $33,000 -12,970
   AdvisorNet Financial Inc 1202 - 2024-03-31 503 $13,000 -288
   Ronald Blue Trust Inc. 1393 - 2024-03-31 454 $12,000 -3,670
   Financial Gravity Wealth Inc. 478 - 2024-03-31 346 $9,000 -7,232
   Concord Wealth Partners 612 - 2024-03-31 256 $7,000 -413
   Venturi Wealth Management LLC 1352 - 2024-03-31 49 $1,000 -207
   Aspire Private Capital LLC 673 - 2024-03-31 1 $0 -27
   Semmax Financial Advisors Inc. 417 - 2024-03-31 1 $0 -88
  96 Records found
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