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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/ 763 - 2023-12-31 4,571,790 $120,695,000 1,356,061
   FMR LLC 1193 - 2023-12-31 2,415,948 $63,781,000 2,415,868
   ENVESTNET ASSET MANAGEMENT INC 527 - 2023-12-31 2,385,363 $62,974,000 921,570
   MORGAN STANLEY 1699 - 2023-12-31 1,936,362 $51,120,000 906,360
   ESL Trust Services LLC 8 - 2024-03-31 1,032,975 $27,746,000 2,484
   UBS Group AG 980 - 2023-12-31 979,606 $25,862,000 167,472
   ALLIANCEBERNSTEIN L.P. 831 - 2023-12-31 860,003 $22,704,000 53,611
   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 149 - 2023-12-31 392,158 $10,353,000 164,292
   MML INVESTORS SERVICES LLC 366 - 2023-12-31 384,600 $10,153,000 81,912
   Executive Wealth Management LLC - 2023-12-31 349,222 $9,219,000 42,473
   CREATIVE PLANNING 401 - 2023-12-31 347,075 $9,163,000 50,568
   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
   Cetera Investment Advisers 321 - 2023-12-31 272,021 $7,181,000 25,715
   Betterment LLC 93 - 2024-03-31 266,993 $7,171,000 56,109
   CONTINUUM WEALTH ADVISORS LLC 8 - 2023-12-31 254,497 $6,719,000 4,901
   WELLS FARGO & CO/MN 1797 - 2024-03-31 247,413 $6,645,000 60,279
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 258 - 2023-12-31 240,519 $6,350,000 118,520
   THRIVENT FINANCIAL FOR LUTHERANS 725 - 2023-12-31 239,069 $6,311,000 239,069
   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
   Atria Wealth Solutions Inc. 340 - 2023-12-31 174,248 $4,600,000 92,803
   FINANCIAL NETWORK 615 - 2023-12-31 172,527 $4,555,000 47,765
   J P MORGAN CHASE & CO 2508 - 2024-03-31 167,780 $4,507,000 45,194
   AMERIPRISE FINANCIAL INC 2371 - 2023-12-31 168,327 $4,444,000 121,253
   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
   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
   COASTLINE TRUST CO 58 - 2024-03-31 121,066 $3,252,000 12,654
   PARK AVENUE SECURITIES LLC 277 - 2024-03-31 117,844 $3,165,000 9,731
   Schonfeld Strategic Advisors LLC 618 - 2023-12-31 110,962 $2,929,000 110,962
   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
   GeoWealth Management LLC 97 - 2023-12-31 98,551 $2,602,000 2,407
   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 63 - 2023-12-31 80,282 $2,131,000 3,470
   US FINANCIAL ADVISORS LLC 30 - 2023-12-31 75,278 $1,987,000 984
   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
   MT LUCAS MANAGEMENT CORP 66 - 2024-03-31 65,655 $1,763,000 18,812
   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
   Ausdal Financial Partners Inc. 137 - 2024-03-31 51,029 $1,371,000 6,703
   ATRIA INVESTMENTS LLC 761 - 2023-12-31 51,513 $1,360,000 722
   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
   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
   RENAISSANCE TECHNOLOGIES LLC 2336 - 2023-12-31 42,300 $1,117,000 42,300
   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
   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
   We Are One Seven LLC 339 - 2023-12-31 34,865 $920,000 34,865
   PRUDENTIAL FINANCIAL INC 1869 - 2023-12-31 34,080 $900,000 16,881
   COMERICA BANK 1611 - 2023-12-31 31,870 $841,000 15,576
   JB Capital LLC 120 - 2024-03-31 26,932 $723,000 910
   Pensionmark Financial Group LLC 180 - 2023-12-31 26,803 $708,000 26,803
   Baird Financial Group Inc. 1253 - 2023-12-31 26,211 $692,000 15,261
   Western Financial Corp/CA 72 - 2024-03-31 25,396 $682,000 753
   Geneos Wealth Management Inc. 427 - 2024-03-31 25,047 $673,000 5,406
   MARINER WEALTH ADVISORS, LLC 1798 - 2023-12-31 23,457 $619,000 8,459
   Change Path LLC 327 - 2023-12-31 23,382 $618,000 11,678
   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
   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
   Dynamic Advisors Solutions LLC 625 - 2024-03-31 17,262 $464,000 8,283
   High Falls Advisors Inc 57 - 2023-12-31 17,549 $463,000 17,549
   Vontobel Holding Ltd. 807 - 2024-03-31 17,000 $457,000 2,000
   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
   FIXED INCOME SECURITIES INC 965 - 2023-12-31 15,011 $396,000 256
   Sigma Planning Corp 847 - 2024-03-31 14,677 $394,000 14,677
   Invst LLC 163 - 2023-12-31 14,826 $393,000 14,826
   Rockefeller Capital Management L.P. 1401 - 2023-12-31 14,898 $393,000 14,898
   PRINCIPAL SECURITIES INC. 763 - 2024-03-31 14,358 $386,000 870
   Goss Wealth Management LLC 1455 - 2023-12-31 13,514 $357,000 1,809
   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
   Arete Wealth Advisors LLC 581 - 2023-12-31 10,304 $272,000 1,466
   H D Vest Advisory Services 1390 - 2024-03-31 9,484 $255,000 553
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1431 - 2023-12-31 9,167 $242,000 264
   Allie Family Office LLC 63 - 2023-12-31 912,200 $241,000 903,078
   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 241 - 2023-12-31 8,299 $219,000 8,299
   LGT Financial Advisors LLC 183 - 2024-03-31 3,443 $92,000 23
  100 Records found
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