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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
14,105
shares
|
$381,822
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,853
shares
|
$375,000
0.04% of portfolio
|
Q2 2025
Reduced 97.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
13,570
shares
|
$367,339
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,533
shares
|
$366,338
0.01% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
13,273
shares
|
$359,300
0.09% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,042
shares
|
$353,046
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
12,302
shares
|
$333,015
0.06% of portfolio
|
Q1 2025
Added 24.78%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,056
shares
|
$326,355
0.01% of portfolio
|
Q4 2024
Reduced 48.52%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
11,373
shares
|
$307,867
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
11,110
shares
|
$300,747
0.11% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,984
shares
|
$297,336
0.0% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,664
shares
|
$288,674
0.0% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
10,548
shares
|
$285,534
0.25% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
10,476
shares
|
$283,585
0.22% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,361
shares
|
$280,472
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,318
shares
|
$279,308
0.01% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$270,700
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,947
shares
|
$269,265
0.02% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,914
shares
|
$268,371
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,841
shares
|
$266,395
0.01% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
9,763
shares
|
$264,284
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
9,574
shares
|
$259,168
0.16% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
9,443
shares
|
$255,622
0.26% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
9,440
shares
|
$255,540
0.01% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
9,314
shares
|
$252,129
0.01% of portfolio
|
Q1 2025
Reduced 0.9%
|