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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
263
shares
|
$7,119
0.0% of portfolio
|
Q1 2025
Added 250.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
222
shares
|
$6,009
0.0% of portfolio
|
Q1 2025
Reduced 66.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
192
shares
|
$5,197
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
178
shares
|
$4,818
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
144
shares
|
$3,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
142
shares
|
$3,843
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
97
shares
|
$2,625
0.0% of portfolio
|
Q1 2025
Added 288.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
78
shares
|
$2,111
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
73
shares
|
$1,976
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
72
shares
|
$1,949
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
69
shares
|
$1,867
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
58
shares
|
$1,570
0.0% of portfolio
|
Q4 2024
Reduced 49.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
56
shares
|
$1,515
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$1,191
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
38
shares
|
$1,028
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
36
shares
|
$974
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
31
shares
|
$839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
26
shares
|
$703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
25
shares
|
$676
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$487
0.0% of portfolio
|
Q3 2023
Reduced 95.76%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
12
shares
|
$324
0.0% of portfolio
|
Q2 2025
Reduced 99.97%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10
shares
|
$270
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10
shares
|
$270
0.0% of portfolio
|
Q3 2023
Reduced 99.79%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
5
shares
|
$135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
4
shares
|
$108
0.0% of portfolio
|
Q1 2025
Reduced 96.8%
|