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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
373
shares
|
$9,791
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
359
shares
|
$9,423
0.0% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
336
shares
|
$8,820
0.0% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
299
shares
|
$7,848
0.0% of portfolio
|
Q1 2025
Reduced 66.92%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
289
shares
|
$7,586
0.0% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
284
shares
|
$7,455
0.02% of portfolio
|
Q3 2024
Reduced 82.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
263
shares
|
$6,903
0.0% of portfolio
|
Q1 2025
Added 250.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
222
shares
|
$5,827
0.0% of portfolio
|
Q1 2025
Reduced 66.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
192
shares
|
$5,040
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
178
shares
|
$4,672
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
161
shares
|
$4,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
144
shares
|
$3,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
142
shares
|
$3,727
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
97
shares
|
$2,546
0.0% of portfolio
|
Q1 2025
Added 288.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
78
shares
|
$2,047
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
73
shares
|
$1,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
72
shares
|
$1,890
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
69
shares
|
$1,811
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
58
shares
|
$1,522
0.0% of portfolio
|
Q4 2024
Reduced 49.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
56
shares
|
$1,470
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$1,155
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
42
shares
|
$1,102
0.0% of portfolio
|
Q3 2024
Reduced 91.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
37
shares
|
$971
0.0% of portfolio
|
Q4 2024
Reduced 45.59%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
36
shares
|
$945
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
31
shares
|
$813
0.0% of portfolio
|
Q1 2025
New holding
|