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 |
|---|---|---|---|---|---|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
9,443
shares
|
$260,343
0.26% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
9,403
shares
|
$259,240
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
9,377
shares
|
$258,523
0.0% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
9,250
shares
|
$255,022
0.03% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
9,090
shares
|
$250,611
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,886
shares
|
$244,987
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
8,802
shares
|
$242,671
0.0% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,802
shares
|
$242,671
0.01% of portfolio
|
Q2 2025
Reduced 42.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,777
shares
|
$241,981
0.0% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
8,734
shares
|
$240,796
0.06% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
8,705
shares
|
$239,996
0.02% of portfolio
|
Q2 2025
Reduced 43.38%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
8,661
shares
|
$238,783
0.08% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,362
shares
|
$230,540
0.01% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,030
shares
|
$221,387
0.02% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
8,000
shares
|
$220,560
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,911
shares
|
$218,106
0.01% of portfolio
|
Q2 2020
Reduced 98.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
7,842
shares
|
$216,203
0.01% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,832
shares
|
$215,928
0.0% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,687
shares
|
$211,930
0.14% of portfolio
|
Q2 2022
Reduced 71.71%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,628
shares
|
$210,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
7,572
shares
|
$208,760
0.17% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
7,507
shares
|
$206,967
0.17% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Aug 01, 2025 Q2 2025 |
7,500
shares
|
$206,775
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,650
shares
|
$183,340
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,410
shares
|
$176,723
0.0% of portfolio
|
Q2 2025
Added 9.57%
|