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 |
|---|---|---|---|---|---|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
149,008
shares
|
$3.91 Million
0.92% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
148,506
shares
|
$3.9 Million
2.12% of portfolio
|
Q1 2024
Added 129.49%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
148,405
shares
|
$3.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
142,340
shares
|
$3.74 Million
1.04% of portfolio
|
Q1 2025
Added 40.78%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
136,913
shares
|
$3.59 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
128,954
shares
|
$3.39 Million
0.04% of portfolio
|
Q1 2025
Added 367.14%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
128,461
shares
|
$3.37 Million
0.58% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
127,557
shares
|
$3.35 Million
3.73% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
124,200
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Added 32.83%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
121,249
shares
|
$3.18 Million
0.24% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
120,249
shares
|
$3.16 Million
0.68% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
120,139
shares
|
$3.15 Million
1.17% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
117,920
shares
|
$3.1 Million
1.8% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
116,012
shares
|
$3.05 Million
0.04% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
111,864
shares
|
$2.94 Million
0.03% of portfolio
|
Q1 2024
Added 48.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
107,176
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
106,906
shares
|
$2.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
100,650
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 83.83%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
98,707
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
98,538
shares
|
$2.59 Million
0.07% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
98,454
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
96,188
shares
|
$2.52 Million
0.55% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
94,092
shares
|
$2.47 Million
0.59% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
91,230
shares
|
$2.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
82,938
shares
|
$2.18 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.28%
|