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 |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
77,682
shares
|
$2.1 Million
0.18% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
74,826
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
73,753
shares
|
$2 Million
1.14% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
73,222
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
72,574
shares
|
$1.96 Million
0.11% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
71,972
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Added 61.48%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
70,774
shares
|
$1.92 Million
0.17% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
67,339
shares
|
$1.82 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
64,009
shares
|
$1.73 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
63,408
shares
|
$1.72 Million
0.33% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
62,605
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
62,376
shares
|
$1.69 Million
0.94% of portfolio
|
Q1 2025
Reduced 38.39%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
60,800
shares
|
$1.65 Million
0.14% of portfolio
|
Q1 2025
Added 34.51%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
60,203
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
59,150
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Added 162.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
54,666
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
54,261
shares
|
$1.47 Million
0.6% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,455
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
51,551
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 265.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
51,029
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
50,448
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
49,779
shares
|
$1.35 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
49,683
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
49,630
shares
|
$1.34 Million
0.37% of portfolio
|
Q1 2025
Added 25.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
49,496
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Added 10.05%
|