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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
81,428
shares
|
$2.14 Million
0.65% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
81,424
shares
|
$2.14 Million
0.04% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
78,000
shares
|
$2.05 Million
1.07% of portfolio
|
Q1 2023
Added 160.0%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
77,682
shares
|
$2.04 Million
0.18% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
73,410
shares
|
$1.93 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
73,222
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
73,107
shares
|
$1.92 Million
1.19% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
72,590
shares
|
$1.91 Million
0.17% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
72,574
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
71,972
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Added 61.48%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
71,972
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
70,774
shares
|
$1.86 Million
0.17% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
70,591
shares
|
$1.85 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
69,661
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
67,339
shares
|
$1.77 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
64,009
shares
|
$1.68 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
63,408
shares
|
$1.66 Million
0.33% of portfolio
|
Q3 2022
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
62,376
shares
|
$1.64 Million
0.94% of portfolio
|
Q1 2025
Reduced 38.39%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
60,800
shares
|
$1.6 Million
0.14% of portfolio
|
Q1 2025
Added 34.51%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
60,203
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
59,150
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Added 162.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
54,666
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
51,551
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 265.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
51,029
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
50,629
shares
|
$1.33 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.62%
|