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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CONSULTIVA WEALTH MANAGEMENT CORP. 7 *New 2023-09-30 3,951 $97,985,000 3,951
   Procyon Private Wealth Partners LLC 20 *New 2024-03-31 450,899 $12,111,000 450,899
   Vestmark Advisory Solutions Inc. 65 *New 2023-12-31 254,219 $6,711,000 254,219
   GOLDMAN SACHS GROUP INC/ 2903 *New 2023-12-31 110,279 $2,911,000 110,279
   Prime Capital Investment Advisors LLC *New 2023-12-31 92,194 $2,434,000 92,194
   FOCUS Wealth Advisors LLC 31 *New 2024-03-31 67,251 $1,806,000 67,251
   Sierra Capital LLC 75 *New 2024-03-31 31,185 $838,000 31,185
   Family Asset Management LLC 56 *New 2023-12-31 25,282 $667,000 25,282
   TriaGen Wealth Management LLC 81 *New 2024-03-31 24,779 $666,000 24,779
   HARTLINE INVESTMENT CORP/ 192 *New 2024-03-31 21,183 $569,000 21,183
   Addison Capital Co 71 *New 2024-03-31 20,301 $545,000 20,301
   Global Assets Advisory LLC 315 *New 2024-03-31 13,694 $515,000 13,694
   VERITION FUND MANAGEGMENT LLC 1023 *New 2023-12-31 19,000 $502,000 19,000
   MONEY CONCEPTS CAPITAL CORP 325 *New 2024-03-31 12,449 $334,000 12,449
   BROWN ADVISORY HOLDINGS INC 1043 *New 2024-03-31 12,341 $331,000 12,341
   PROSPERA FINANCIAL SERVICES 935 *New 2023-12-31 8,948 $236,000 8,948
   Quadrant Private Wealth Management LLC 201 *New 2023-12-31 8,631 $228,000 8,631
   LINCOLN NATIONAL CORP 1113 *New 2024-03-31 7,689 $207,000 7,689
   SigFig Wealth Management LLC 127 *New 2024-03-31 7,508 $202,000 7,508
   Colonial Trust Co / SC 280 *New 2023-12-31 6,936 $179,000 6,936
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 231 *New 2024-03-31 2,900 $78,000 2,900
   WASHINGTON TRUST CO 670 *New 2024-03-31 317 $9,000 317
   Penserra Capital Management LLC 1151 *New 2023-12-31 282 $7,000 282
   TD Waterhouse Canada Inc. 1600 *New 2024-03-31 115 $3,000 115
  24 Records found
  1    
  Page 1 of 1
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