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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,302
shares
|
$251,805
0.0% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
9,273
shares
|
$251,020
0.25% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
9,250
shares
|
$250,397
0.03% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
9,123
shares
|
$246,959
0.01% of portfolio
|
Q1 2025
Added 70.05%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
9,090
shares
|
$246,066
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,881
shares
|
$240,408
0.19% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
8,768
shares
|
$237,349
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
8,734
shares
|
$236,429
0.06% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
8,705
shares
|
$235,644
0.02% of portfolio
|
Q2 2025
Reduced 43.38%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
8,661
shares
|
$234,453
0.08% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,639
shares
|
$233,857
0.02% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
8,599
shares
|
$232,774
0.2% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
8,370
shares
|
$226,575
0.06% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,368
shares
|
$226,521
0.01% of portfolio
|
Q1 2025
Reduced 56.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
8,202
shares
|
$222,028
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,134
shares
|
$220,187
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,030
shares
|
$217,372
0.02% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
8,000
shares
|
$216,560
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,911
shares
|
$214,150
0.01% of portfolio
|
Q2 2020
Reduced 98.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,687
shares
|
$208,087
0.14% of portfolio
|
Q2 2022
Reduced 71.71%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
7,628
shares
|
$206,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
7,572
shares
|
$204,974
0.19% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
7,500
shares
|
$203,025
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,650
shares
|
$180,015
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,973
shares
|
$161,689
0.08% of portfolio
|
Q4 2023
Reduced 1.48%
|