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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
24,229
shares
|
$636,011
0.02% of portfolio
|
Q1 2025
Added 69.89%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
23,993
shares
|
$629,816
0.02% of portfolio
|
Q1 2025
Added 106.73%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
23,344
shares
|
$612,780
0.43% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
22,852
shares
|
$599,865
0.33% of portfolio
|
Q1 2025
Added 150.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,005
shares
|
$551,381
0.04% of portfolio
|
Q3 2022
Added 4.76%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,922
shares
|
$549,202
0.34% of portfolio
|
Q3 2024
Reduced 32.43%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
20,645
shares
|
$541,931
0.09% of portfolio
|
Q1 2025
Reduced 40.85%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
19,658
shares
|
$516,022
0.24% of portfolio
|
Q4 2024
Added 128.1%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
19,343
shares
|
$507,753
0.01% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
19,025
shares
|
$499,406
0.1% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
18,972
shares
|
$498,015
0.41% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
18,957
shares
|
$497,621
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,855
shares
|
$494,943
0.03% of portfolio
|
Q4 2023
Added 125.48%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
18,823
shares
|
$494,103
0.02% of portfolio
|
Q1 2025
Added 69.91%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
18,605
shares
|
$488,381
0.02% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
18,200
shares
|
$477,750
0.0% of portfolio
|
Q1 2025
Reduced 28.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,028
shares
|
$473,235
0.0% of portfolio
|
Q4 2024
Added 118.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,726
shares
|
$465,307
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
17,612
shares
|
$462,315
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,496
shares
|
$459,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
17,407
shares
|
$456,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
17,270
shares
|
$453,337
0.18% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
17,222
shares
|
$452,077
0.46% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,004
shares
|
$446,355
0.02% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,082
shares
|
$422,152
0.01% of portfolio
|
Q1 2025
Added 8.17%
|