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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,125
shares
|
$31,016
0.02% of portfolio
|
Q2 2025
Added 86.88%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
885
shares
|
$24,399
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
827
shares
|
$22,800
0.0% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
812
shares
|
$22,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
810
shares
|
$22,331
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
736
shares
|
$20,291
0.0% of portfolio
|
Q2 2025
Added 283.33%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
686
shares
|
$18,913
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
684
shares
|
$18,857
0.0% of portfolio
|
Q2 2025
Added 20.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
680
shares
|
$18,747
0.0% of portfolio
|
Q2 2025
Reduced 51.04%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
676
shares
|
$18,637
0.0% of portfolio
|
Q2 2025
Added 81.23%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
565
shares
|
$15,577
0.01% of portfolio
|
Q1 2025
Reduced 75.74%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
544
shares
|
$14,998
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
514
shares
|
$14,170
0.0% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
506
shares
|
$13,950
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
484
shares
|
$13,343
0.0% of portfolio
|
Q3 2024
Added 240.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
453
shares
|
$12,489
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
438
shares
|
$12,075
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
373
shares
|
$10,283
0.0% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
359
shares
|
$9,897
0.0% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
336
shares
|
$9,263
0.0% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
289
shares
|
$7,967
0.0% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
284
shares
|
$7,829
0.02% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
225
shares
|
$6,203
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
224
shares
|
$6,175
0.0% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
178
shares
|
$4,907
0.0% of portfolio
|
Q2 2022
New holding
|