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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
50,448
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
50,401
shares
|
$1.32 Million
0.57% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
49,683
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
49,630
shares
|
$1.3 Million
0.37% of portfolio
|
Q1 2025
Added 25.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
49,496
shares
|
$1.3 Million
0.11% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
48,735
shares
|
$1.28 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
48,396
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
47,889
shares
|
$1.26 Million
1.27% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
46,544
shares
|
$1.22 Million
0.35% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,812
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,166
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2022
Added 4.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
44,643
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
44,203
shares
|
$1.16 Million
0.22% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
43,800
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
42,929
shares
|
$1.13 Million
0.61% of portfolio
|
Q1 2024
Reduced 90.97%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
42,732
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
42,407
shares
|
$1.11 Million
0.67% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
42,027
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
41,709
shares
|
$1.09 Million
0.7% of portfolio
|
Q3 2022
Reduced 22.46%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
40,158
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 62.68%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
39,261
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
37,940
shares
|
$995,925
0.3% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
35,389
shares
|
$928,961
0.0% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
35,287
shares
|
$926,283
0.37% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
35,229
shares
|
$924,761
0.01% of portfolio
|
Q1 2025
Added 4.78%
|