Institutional Ownership Ishares Tr Fallen Angels Usd B (FALN)
This table provides information about the institutional ownership of Ishares Tr Fallen Angels Usd B (FALN). We have compiled data on the 308 institutions that hold shares in the stock, with a total of 48.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
348,772
shares
|
$9.42 Million
1.54% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Toews Corp
|
Jul 28, 2025 Q2 2025 |
347,100
shares
|
$9.38 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
339,361
shares
|
$9.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.63%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
338,800
shares
|
$9.15 Million
0.78% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
323,024
shares
|
$8.73 Million
0.24% of portfolio
|
Q2 2025
Added 49.19%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
306,000
shares
|
$8.27 Million
0.19% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
301,573
shares
|
$8.15 Million
0.0% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
279,909
shares
|
$7.56 Million
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
279,751
shares
|
$7.56 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
260,888
shares
|
$7.05 Million
1.74% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
252,610
shares
|
$6.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
246,709
shares
|
$6.67 Million
3.95% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
244,253
shares
|
$6.6 Million
1.47% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
230,349
shares
|
$6.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
222,190
shares
|
$6 Million
0.15% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
217,025
shares
|
$5.86 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
214,404
shares
|
$5.79 Million
0.14% of portfolio
|
Q2 2025
Added 117.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
214,257
shares
|
$5.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
206,620
shares
|
$5.58 Million
2.22% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
174,798
shares
|
$4.72 Million
1.76% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
167,204
shares
|
$4.52 Million
1.15% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
164,005
shares
|
$4.43 Million
1.73% of portfolio
|
Q2 2025
Reduced 63.24%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
163,947
shares
|
$4.43 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
162,094
shares
|
$4.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
157,636
shares
|
$4.26 Million
2.56% of portfolio
|
Q2 2025
Reduced 8.73%
|