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 312 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
1,904
shares
|
$49,980
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
|
$48,693
0.02% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,785
shares
|
$46,856
0.0% of portfolio
|
Q1 2025
Added 45.12%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,389
shares
|
$36,461
0.01% of portfolio
|
Q3 2024
Reduced 29.42%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,292
shares
|
$33,915
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,233
shares
|
$32,366
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,200
shares
|
$31,500
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,183
shares
|
$31,053
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,135
shares
|
$29,793
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
885
shares
|
$23,231
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
812
shares
|
$21,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
810
shares
|
$21,262
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
717
shares
|
$18,821
0.0% of portfolio
|
Q1 2025
Added 67.92%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
716
shares
|
$18,795
0.0% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
602
shares
|
$15,802
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
566
shares
|
$14,857
0.0% of portfolio
|
Q1 2025
Added 360.16%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
565
shares
|
$14,831
0.01% of portfolio
|
Q1 2025
Reduced 75.74%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
544
shares
|
$14,280
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
541
shares
|
$14,201
0.0% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
506
shares
|
$13,282
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
505
shares
|
$13,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
484
shares
|
$12,705
0.0% of portfolio
|
Q3 2024
Added 240.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
453
shares
|
$11,891
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
438
shares
|
$11,497
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
373
shares
|
$9,791
0.0% of portfolio
|
Q4 2024
Reduced 20.81%
|