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 |
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
14,142
shares
|
$382,116
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,853
shares
|
$374,308
0.04% of portfolio
|
Q2 2025
Reduced 97.64%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
13,805
shares
|
$373,011
0.08% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
13,519
shares
|
$365,283
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
13,283
shares
|
$358,906
0.24% of portfolio
|
Q2 2025
Reduced 29.99%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
13,265
shares
|
$358,420
0.09% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,042
shares
|
$352,394
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,056
shares
|
$325,753
0.01% of portfolio
|
Q4 2024
Reduced 48.52%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
11,536
shares
|
$311,702
0.01% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
11,373
shares
|
$307,298
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,363
shares
|
$307,028
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
11,148
shares
|
$301,218
0.24% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
11,110
shares
|
$300,192
0.11% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,984
shares
|
$296,787
0.0% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
10,476
shares
|
$283,061
0.22% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,361
shares
|
$279,954
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,318
shares
|
$278,792
0.01% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,160
shares
|
$274,523
0.02% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
10,150
shares
|
$274,253
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$270,200
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,985
shares
|
$269,794
0.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
9,973
shares
|
$269,470
0.02% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,951
shares
|
$268,876
0.02% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,914
shares
|
$267,876
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
9,910
shares
|
$267,768
0.03% of portfolio
|
Q2 2025
New holding
|