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 309 institutions that hold shares in the stock, with a total of 58.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,687
shares
|
$207,625
0.14% of portfolio
|
Q2 2022
Reduced 71.71%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
7,572
shares
|
$204,519
0.19% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
May 13, 2025 Q1 2025 |
7,500
shares
|
$202,575
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,650
shares
|
$179,616
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,973
shares
|
$161,330
0.08% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,850
shares
|
$158,008
0.0% of portfolio
|
Q1 2025
Added 46.25%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,185
shares
|
$140,046
0.02% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
5,024
shares
|
$135,698
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,548
shares
|
$122,841
0.07% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,142
shares
|
$111,875
0.01% of portfolio
|
Q1 2025
Reduced 81.65%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,048
shares
|
$109,336
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
3,951
shares
|
$106,716
0.36% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,925
shares
|
$106,014
0.16% of portfolio
|
Q3 2022
Reduced 38.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,672
shares
|
$99,180
0.0% of portfolio
|
Q1 2025
Reduced 56.98%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
3,621
shares
|
$97,803
0.01% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,512
shares
|
$67,849
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,200
shares
|
$59,422
0.01% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,193
shares
|
$59,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
2,175
shares
|
$58,746
0.04% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,053
shares
|
$55,451
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
2,052
shares
|
$55,424
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,015
shares
|
$54,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,933
shares
|
$52,210
0.02% of portfolio
|
Q1 2025
Reduced 30.22%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
1,904
shares
|
$51,427
0.01% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,855
shares
|
$50,103
0.02% of portfolio
|
Q4 2024
Added 62.86%
|