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 |
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
33,067
shares
|
$893,470
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,238
shares
|
$871,070
0.01% of portfolio
|
Q1 2025
Reduced 71.8%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
31,185
shares
|
$842,618
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
31,119
shares
|
$840,835
0.0% of portfolio
|
Q2 2025
Added 25.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
29,448
shares
|
$795,684
0.0% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
28,807
shares
|
$778,365
0.15% of portfolio
|
Q1 2025
Added 59.59%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
28,700
shares
|
$775,474
0.54% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
28,399
shares
|
$767,340
0.06% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
28,247
shares
|
$763,233
0.61% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 11, 2025 Q2 2025 |
28,063
shares
|
$758,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
27,781
shares
|
$750,642
0.0% of portfolio
|
Q2 2025
Reduced 45.56%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
27,598
shares
|
$745,697
0.28% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
27,546
shares
|
$744,292
0.39% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
27,185
shares
|
$734,538
0.02% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
27,085
shares
|
$731,836
0.01% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
26,700
shares
|
$721,434
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
26,171
shares
|
$707,140
0.06% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
26,112
shares
|
$705,546
0.8% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
25,983
shares
|
$702,060
0.38% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
25,926
shares
|
$700,520
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
25,106
shares
|
$678,364
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
24,896
shares
|
$672,689
0.12% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
23,628
shares
|
$638,428
0.39% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
22,852
shares
|
$617,461
0.29% of portfolio
|
Q1 2025
Added 150.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,005
shares
|
$567,555
0.04% of portfolio
|
Q3 2022
Added 4.76%
|