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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
48,396
shares
|
$1.33 Million
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
47,929
shares
|
$1.32 Million
1.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,812
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
45,571
shares
|
$1.26 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,166
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2022
Added 4.0%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
44,799
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2025
Added 78.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
44,643
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
44,303
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
44,057
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
42,407
shares
|
$1.17 Million
0.67% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
41,709
shares
|
$1.15 Million
0.7% of portfolio
|
Q3 2022
Reduced 22.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
41,462
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 71.13%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
40,824
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,386
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 69.46%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
38,991
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
36,481
shares
|
$1.01 Million
0.32% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
35,094
shares
|
$967,541
0.0% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
34,991
shares
|
$964,701
0.46% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
34,859
shares
|
$961,062
0.01% of portfolio
|
Q2 2025
Added 137.09%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
34,011
shares
|
$937,683
0.02% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
33,830
shares
|
$932,693
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
33,635
shares
|
$927,316
0.02% of portfolio
|
Q2 2025
Reduced 32.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
33,619
shares
|
$926,875
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
33,305
shares
|
$918,218
0.2% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
33,067
shares
|
$911,657
0.04% of portfolio
|
Q1 2025
New holding
|