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 306 institutions that hold shares in the stock, with a total of 47.9 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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,973
shares
|
$164,675
0.08% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
5,024
shares
|
$138,511
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
5,000
shares
|
$137,850
0.05% of portfolio
|
Q2 2025
Added 158.67%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,801
shares
|
$132,363
0.0% of portfolio
|
Q2 2025
Added 18.6%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
4,784
shares
|
$131,894
0.11% of portfolio
|
Q2 2025
Reduced 44.37%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,706
shares
|
$129,744
0.0% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,548
shares
|
$125,388
0.07% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,493
shares
|
$123,872
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
3,951
shares
|
$108,929
0.34% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,925
shares
|
$108,212
0.16% of portfolio
|
Q3 2022
Reduced 38.87%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
3,621
shares
|
$99,830
0.01% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
3,472
shares
|
$95,723
0.03% of portfolio
|
Q2 2025
Added 82.35%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,101
shares
|
$85,494
0.01% of portfolio
|
Q2 2025
Added 40.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,950
shares
|
$81,331
0.0% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,478
shares
|
$68,318
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,015
shares
|
$55,553
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,009
shares
|
$55,388
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,552
shares
|
$42,788
0.0% of portfolio
|
Q2 2025
Added 419.06%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,412
shares
|
$38,928
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,292
shares
|
$35,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,253
shares
|
$34,545
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,230
shares
|
$33,911
0.0% of portfolio
|
Q2 2025
Reduced 31.09%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$33,084
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,183
shares
|
$32,615
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,135
shares
|
$31,291
0.0% of portfolio
|
Q3 2024
Added 9.03%
|