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 |
|---|---|---|---|---|---|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
14,142
shares
|
$389,894
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,853
shares
|
$381,927
0.04% of portfolio
|
Q2 2025
Reduced 97.64%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
13,805
shares
|
$380,603
0.08% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
13,519
shares
|
$372,718
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
13,283
shares
|
$366,212
0.24% of portfolio
|
Q2 2025
Reduced 29.99%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
13,265
shares
|
$365,716
0.09% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,042
shares
|
$359,567
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
12,346
shares
|
$340,379
0.02% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
11,536
shares
|
$318,047
0.01% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
11,373
shares
|
$313,553
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,363
shares
|
$313,277
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,230
shares
|
$309,611
0.01% of portfolio
|
Q2 2025
Reduced 78.22%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
11,153
shares
|
$307,488
0.24% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
11,148
shares
|
$307,350
0.24% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,361
shares
|
$285,652
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,160
shares
|
$280,111
0.02% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
10,150
shares
|
$279,835
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$275,700
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,985
shares
|
$275,286
0.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
9,973
shares
|
$274,955
0.02% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,951
shares
|
$274,349
0.02% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,914
shares
|
$273,328
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
9,910
shares
|
$273,218
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
9,675
shares
|
$266,739
0.08% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
9,574
shares
|
$263,955
0.16% of portfolio
|
Q2 2025
Reduced 0.17%
|