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 |
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,675
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
153,651
shares
|
$4.15 Million
1.67% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
151,292
shares
|
$4.09 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
148,506
shares
|
$4.01 Million
2.12% of portfolio
|
Q1 2024
Added 129.49%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
134,016
shares
|
$3.62 Million
0.58% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
132,404
shares
|
$3.58 Million
1.96% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
130,334
shares
|
$3.52 Million
0.01% of portfolio
|
Q2 2025
Added 116.49%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
129,653
shares
|
$3.5 Million
3.53% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
128,772
shares
|
$3.48 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
128,609
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
124,200
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 32.83%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
121,633
shares
|
$3.29 Million
1.09% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
121,249
shares
|
$3.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
111,864
shares
|
$3.02 Million
0.03% of portfolio
|
Q1 2024
Added 48.23%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
108,872
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
107,176
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
103,235
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 98.98%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
100,791
shares
|
$2.72 Million
0.55% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
100,650
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Added 83.83%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
98,367
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
97,084
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 433.43%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
95,229
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
90,746
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
84,531
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 64.05%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
81,518
shares
|
$2.2 Million
0.03% of portfolio
|
Q2 2025
Added 0.12%
|