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 |
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
81,428
shares
|
$2.2 Million
0.65% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
79,452
shares
|
$2.15 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
78,481
shares
|
$2.12 Million
1.11% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
76,478
shares
|
$2.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
74,826
shares
|
$2.02 Million
0.05% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
74,795
shares
|
$2.02 Million
0.11% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
73,753
shares
|
$1.99 Million
1.14% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
73,749
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
71,972
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Added 61.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
70,541
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
68,701
shares
|
$1.86 Million
0.35% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
68,426
shares
|
$1.85 Million
0.34% of portfolio
|
Q2 2025
Reduced 28.86%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
67,806
shares
|
$1.83 Million
0.82% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
63,408
shares
|
$1.71 Million
0.33% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
62,605
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
60,800
shares
|
$1.64 Million
0.14% of portfolio
|
Q1 2025
Added 34.51%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
60,484
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
58,665
shares
|
$1.59 Million
0.59% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
54,798
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 303.82%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,455
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
51,551
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Added 265.4%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
49,779
shares
|
$1.35 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
49,496
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
49,122
shares
|
$1.33 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
48,396
shares
|
$1.31 Million
0.38% of portfolio
|
Q3 2023
New holding
|