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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
35,035
shares
|
$919,668
0.12% of portfolio
|
Q1 2025
Reduced 53.25%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
34,991
shares
|
$918,513
0.46% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
34,728
shares
|
$911,610
0.36% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
34,314
shares
|
$900,742
0.01% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
33,982
shares
|
$892,027
0.01% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
33,067
shares
|
$868,008
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,238
shares
|
$846,247
0.01% of portfolio
|
Q1 2025
Reduced 71.8%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
31,481
shares
|
$826,376
0.39% of portfolio
|
Q1 2025
Reduced 27.18%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
31,185
shares
|
$818,606
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
30,900
shares
|
$811,125
0.62% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
30,791
shares
|
$808,263
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
29,324
shares
|
$769,755
0.19% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
28,807
shares
|
$756,183
0.15% of portfolio
|
Q1 2025
Added 59.59%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
28,247
shares
|
$741,483
0.61% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
28,007
shares
|
$735,183
0.03% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
27,546
shares
|
$723,082
0.42% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
26,952
shares
|
$707,490
0.01% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
26,816
shares
|
$703,920
0.06% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
26,193
shares
|
$687,566
0.41% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
26,112
shares
|
$685,440
0.8% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
26,085
shares
|
$684,731
0.06% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
25,144
shares
|
$660,030
0.08% of portfolio
|
Q1 2025
Added 55.02%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
24,868
shares
|
$652,785
0.0% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
24,555
shares
|
$644,568
0.13% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,243
shares
|
$636,378
0.01% of portfolio
|
Q1 2025
Reduced 8.65%
|