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 |
|---|---|---|---|---|---|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
446,140
shares
|
$11.7 Million
4.54% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
438,649
shares
|
$11.5 Million
0.04% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
372,180
shares
|
$9.77 Million
0.06% of portfolio
|
Q1 2025
Added 713.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
370,217
shares
|
$9.72 Million
0.0% of portfolio
|
Q1 2025
Added 126.92%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
347,993
shares
|
$9.13 Million
1.66% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
338,800
shares
|
$8.89 Million
0.78% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
306,000
shares
|
$8.03 Million
0.21% of portfolio
|
Q4 2021
Added 12.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
301,573
shares
|
$7.92 Million
0.0% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
286,158
shares
|
$7.51 Million
0.01% of portfolio
|
Q1 2025
Added 193.83%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
276,552
shares
|
$7.26 Million
0.03% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
260,888
shares
|
$6.85 Million
1.74% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
247,872
shares
|
$6.51 Million
0.02% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
237,938
shares
|
$6.25 Million
4.07% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
235,145
shares
|
$6.17 Million
0.05% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
217,025
shares
|
$5.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
216,519
shares
|
$5.68 Million
0.18% of portfolio
|
Q1 2025
Added 93.32%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
213,565
shares
|
$5.61 Million
0.86% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
208,735
shares
|
$5.48 Million
0.02% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
193,975
shares
|
$5.09 Million
0.13% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
182,993
shares
|
$4.8 Million
2.14% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
172,707
shares
|
$4.53 Million
2.98% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
168,629
shares
|
$4.43 Million
1.88% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
166,847
shares
|
$4.38 Million
0.56% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,675
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
153,651
shares
|
$4.03 Million
1.67% of portfolio
|
Q1 2025
New holding
|