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 |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,005
shares
|
$579,107
0.04% of portfolio
|
Q3 2022
Added 4.76%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,922
shares
|
$576,819
0.34% of portfolio
|
Q3 2024
Reduced 32.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
20,086
shares
|
$553,771
0.01% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
19,658
shares
|
$541,971
0.21% of portfolio
|
Q4 2024
Added 128.1%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,023
shares
|
$524,464
0.09% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
18,957
shares
|
$522,644
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,855
shares
|
$519,832
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
|
$513,601
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
18,552
shares
|
$511,478
0.07% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,028
shares
|
$497,031
0.0% of portfolio
|
Q4 2024
Added 118.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,855
shares
|
$492,262
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
17,300
shares
|
$476,961
0.02% of portfolio
|
Q2 2025
Reduced 43.81%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
17,172
shares
|
$473,432
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,830
shares
|
$464,003
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
16,677
shares
|
$459,784
0.39% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
16,547
shares
|
$456,200
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,010
shares
|
$441,395
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
15,222
shares
|
$419,670
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
15,011
shares
|
$413,853
0.0% of portfolio
|
Q2 2025
Reduced 72.54%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
14,628
shares
|
$403,293
0.11% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
14,535
shares
|
$400,729
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
|
$398,910
0.07% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,418
shares
|
$397,504
0.15% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,351
shares
|
$395,657
0.01% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
14,250
shares
|
$392,872
0.39% of portfolio
|
Q2 2025
Reduced 1.72%
|