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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
   MATHER GROUP, INC. 12 - 2024-03-31 6,644,675 $175,419,000 -28,696
   LPL FINANCIAL CORP 566 - 2024-03-31 1,723,691 $46,298,000 -11,365
   NOMURA ASSET MANAGEMENT CO LTD 187 - 2023-12-31 1,190,900 $31,440,000 -161,700
   HANSON MCCLAIN, INC. 51 - 2024-03-31 1,072,930 $28,819,000 -7,164
   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 69 - 2023-12-31 280,505 $7,405,000 -569,142
   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
   ROYAL BANK OF CANADA 1741 - 2023-12-31 239,817 $6,332,000 -59,886
   JANE STREET GROUP LLC 1451 - 2023-12-31 194,542 $5,136,000 -1,619,557
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 755 - 2024-03-31 182,299 $4,897,000 -75,387
   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
   Integrated Wealth Concepts LLC 290 - 2023-12-31 141,210 $3,728,000 -15,840
   ARGI INVESTMENT SERVICES, LLC 112 - 2022-12-31 138,037 $3,397,000 -5,969
   HPM Partners LLC - 2023-12-31 115,735 $3,055,000 -5,030
   MERCER GLOBAL ADVISORS INC /ADV 614 - 2023-12-31 112,914 $2,981,000 -17,307
   AE Wealth Management LLC 837 - 2023-12-31 89,720 $2,401,000 -110,597
   Orion Portfolio Solutions LLC 604 - 2024-03-31 84,173 $2,261,000 -90
   W. E. Donoghue & Co. LLC 33 - 2024-03-31 76,609 $2,058,000 -18,684
   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
   STIFEL FINANCIAL CORP 1804 - 2023-12-31 61,944 $1,635,000 -36,901
   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
   Impact Partnership Wealth LLC 26 - 2023-12-31 45,486 $1,201,000 -119,380
   JANNEY MONTGOMERY SCOTT LLC 1466 - 2024-03-31 40,372 $1,084,000 -49,621
   EQIS CAPITAL MANAGEMENT, INC. 267 - 2023-12-31 35,793 $945,000 -4,182
   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
   Kestra Advisory Services LLC 1302 - 2023-12-31 26,967 $712,000 -1,313
   Sunbelt Securities Inc. 262 - 2024-03-31 23,488 $631,000 -212
   Lineweaver Wealth Advisors LLC 95 - 2024-03-31 22,459 $603,000 -142
   NATIONAL ASSET MANAGEMENT, INC. 720 - 2023-12-31 22,719 $600,000 -4,597
   NTV ASSET MANAGEMENT LLC 150 - 2024-03-31 21,750 $584,000 -2,600
   First Citizens Asset Management Inc. 27 - 2023-12-31 21,807 $576,000 -5,389
   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
   Sentinus LLC 105 - 2023-06-30 20,267 $514,000 -690
   IHT Wealth Management LLC 606 - 2023-12-31 18,681 $493,000 -5,095
   Snowden Capital Advisors LLC 720 - 2023-12-31 17,463 $461,000 -3,251
   Icon Wealth Advisors LLC 204 - 2023-12-31 17,389 $459,000 -17,395
   IFG Advisory LLC 316 - 2024-03-31 16,993 $456,000 -333
   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
   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
   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
   WEDBUSH MORGAN SECURITIES INC 782 - 2023-12-31 11,037 $291,000 -43
   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
   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
   Redhawk Wealth Advisors Inc. 252 - 2023-12-31 9,336 $246,000 -19,298
   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 768 - 2023-12-31 4,167 $110,000 -1,165
   BANK OF MONTREAL /CAN/ 2826 - 2023-12-31 4,000 $106,000 -270,748
   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
   Concord Wealth Partners 612 - 2024-03-31 256 $7,000 -413
   Semmax Financial Advisors Inc. 308 - 2023-12-31 89 $2,000 -3,495
   Steward Partners Investment Advisory LLC 3294 - 2023-12-31 24 $1,000 -3,134
   Venturi Wealth Management LLC 1352 - 2024-03-31 49 $1,000 -207
   Aspire Private Capital LLC 673 - 2024-03-31 1 $0 -27
  89 Records found
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