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 304 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$32,484
0.01% of portfolio
|
Q1 2025
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,183
shares
|
$32,023
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,135
shares
|
$30,724
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,125
shares
|
$30,453
0.02% of portfolio
|
Q2 2025
Added 86.88%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
885
shares
|
$23,956
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
812
shares
|
$21,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
810
shares
|
$21,926
0.07% of portfolio
|
Q2 2022
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
717
shares
|
$19,409
0.0% of portfolio
|
Q1 2025
Added 67.92%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
716
shares
|
$19,382
0.0% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
566
shares
|
$15,321
0.0% of portfolio
|
Q1 2025
Added 360.16%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
565
shares
|
$15,294
0.01% of portfolio
|
Q1 2025
Reduced 75.74%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
544
shares
|
$14,726
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
541
shares
|
$14,644
0.0% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
506
shares
|
$13,697
0.0% of portfolio
|
Q3 2022
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
505
shares
|
$13,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
484
shares
|
$13,101
0.0% of portfolio
|
Q3 2024
Added 240.85%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
453
shares
|
$12,262
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
438
shares
|
$11,856
0.01% of portfolio
|
Q4 2023
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
373
shares
|
$10,097
0.0% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
373
shares
|
$10,097
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
359
shares
|
$9,718
0.0% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
336
shares
|
$9,095
0.0% of portfolio
|
Q4 2024
Added 6.33%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
299
shares
|
$8,093
0.0% of portfolio
|
Q1 2025
Reduced 66.92%
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
289
shares
|
$7,823
0.0% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
284
shares
|
$7,687
0.02% of portfolio
|
Q3 2024
Reduced 82.05%
|