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 |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
142,340
shares
|
$3.85 Million
1.04% of portfolio
|
Q1 2025
Added 40.78%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
136,913
shares
|
$3.71 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
129,653
shares
|
$3.51 Million
3.53% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
128,954
shares
|
$3.49 Million
0.04% of portfolio
|
Q1 2025
Added 367.14%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
128,823
shares
|
$3.49 Million
0.56% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
128,461
shares
|
$3.48 Million
0.58% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
124,200
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 32.83%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
121,633
shares
|
$3.29 Million
1.09% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
121,249
shares
|
$3.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
117,920
shares
|
$3.19 Million
1.8% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
111,864
shares
|
$3.03 Million
0.03% of portfolio
|
Q1 2024
Added 48.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
107,176
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
106,906
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
103,235
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 98.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
100,650
shares
|
$2.72 Million
0.0% of portfolio
|
Q1 2025
Added 83.83%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
98,707
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
98,538
shares
|
$2.67 Million
0.07% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
98,454
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
96,188
shares
|
$2.6 Million
0.55% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
94,092
shares
|
$2.55 Million
0.59% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
91,230
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
82,938
shares
|
$2.25 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
81,428
shares
|
$2.2 Million
0.65% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
81,424
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
78,000
shares
|
$2.11 Million
1.07% of portfolio
|
Q1 2023
Added 160.0%
|