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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
339,361
shares
|
$9.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.63%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
338,800
shares
|
$9.34 Million
0.78% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
323,024
shares
|
$8.91 Million
0.24% of portfolio
|
Q2 2025
Added 49.19%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
306,000
shares
|
$8.44 Million
0.19% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
279,909
shares
|
$7.72 Million
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
279,751
shares
|
$7.71 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
269,416
shares
|
$7.43 Million
0.01% of portfolio
|
Q2 2025
Added 25.74%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
252,610
shares
|
$6.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
246,709
shares
|
$6.8 Million
3.95% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
244,253
shares
|
$6.73 Million
1.47% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
230,349
shares
|
$6.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
227,981
shares
|
$6.29 Million
1.37% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
222,190
shares
|
$6.13 Million
0.15% of portfolio
|
Q2 2025
Added 14.55%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
217,025
shares
|
$5.98 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
214,404
shares
|
$5.91 Million
0.14% of portfolio
|
Q2 2025
Added 117.59%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
206,620
shares
|
$5.7 Million
2.22% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
187,751
shares
|
$5.18 Million
0.58% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
184,953
shares
|
$5.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.04%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
174,798
shares
|
$4.82 Million
1.76% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
167,204
shares
|
$4.61 Million
1.15% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
164,005
shares
|
$4.52 Million
1.73% of portfolio
|
Q2 2025
Reduced 63.24%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
163,947
shares
|
$4.52 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
162,094
shares
|
$4.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.34%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
157,636
shares
|
$4.35 Million
2.56% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,675
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2024
Added 12.34%
|