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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
33,067
shares
|
$895,123
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,238
shares
|
$872,682
0.01% of portfolio
|
Q1 2025
Reduced 71.8%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
31,185
shares
|
$844,177
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
29,324
shares
|
$793,800
0.19% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
28,807
shares
|
$779,805
0.15% of portfolio
|
Q1 2025
Added 59.59%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
28,700
shares
|
$776,909
0.54% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
28,247
shares
|
$764,646
0.61% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
27,598
shares
|
$747,077
0.28% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
27,546
shares
|
$745,670
0.39% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
27,185
shares
|
$735,897
0.02% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
27,085
shares
|
$733,190
0.01% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
26,952
shares
|
$729,590
0.01% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
26,816
shares
|
$725,909
0.06% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
26,112
shares
|
$706,851
0.8% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
26,085
shares
|
$706,120
0.06% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
25,983
shares
|
$703,359
0.38% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
24,896
shares
|
$673,934
0.12% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
24,868
shares
|
$673,176
0.0% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,243
shares
|
$656,258
0.01% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
23,628
shares
|
$639,609
0.39% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
22,852
shares
|
$618,603
0.33% of portfolio
|
Q1 2025
Added 150.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,005
shares
|
$568,605
0.04% of portfolio
|
Q3 2022
Added 4.76%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,922
shares
|
$566,358
0.34% of portfolio
|
Q3 2024
Reduced 32.43%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
20,645
shares
|
$558,860
0.09% of portfolio
|
Q1 2025
Reduced 40.85%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
19,658
shares
|
$532,142
0.24% of portfolio
|
Q4 2024
Added 128.1%
|