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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
19,343
shares
|
$523,615
0.01% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,023
shares
|
$514,952
0.09% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
18,972
shares
|
$513,572
0.41% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
18,957
shares
|
$513,165
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,855
shares
|
$510,404
0.03% of portfolio
|
Q4 2023
Added 125.48%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
18,629
shares
|
$504,287
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
18,200
shares
|
$492,674
0.0% of portfolio
|
Q1 2025
Reduced 28.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,028
shares
|
$488,017
0.0% of portfolio
|
Q4 2024
Added 118.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,726
shares
|
$479,842
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17,612
shares
|
$476,756
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,496
shares
|
$473,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
17,407
shares
|
$471,207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
17,300
shares
|
$468,311
0.02% of portfolio
|
Q2 2025
Reduced 43.81%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
17,270
shares
|
$467,498
0.18% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
17,222
shares
|
$466,199
0.46% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,004
shares
|
$460,298
0.02% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,082
shares
|
$435,339
0.01% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
15,861
shares
|
$429,357
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,431
shares
|
$417,717
0.02% of portfolio
|
Q1 2025
Added 25618.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
14,703
shares
|
$398,010
0.0% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
14,628
shares
|
$395,979
0.11% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
14,535
shares
|
$393,462
0.02% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
14,469
shares
|
$391,675
0.07% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
14,250
shares
|
$385,747
0.39% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
14,142
shares
|
$382,823
0.31% of portfolio
|
Q2 2025
New holding
|