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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
15,861
shares
|
$416,351
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,431
shares
|
$405,063
0.02% of portfolio
|
Q1 2025
Added 25618.33%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
15,374
shares
|
$403,567
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
14,703
shares
|
$385,953
0.0% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
14,500
shares
|
$380,625
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
14,319
shares
|
$375,873
0.08% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
14,105
shares
|
$370,256
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
13,570
shares
|
$356,212
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,533
shares
|
$355,241
0.01% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
13,273
shares
|
$348,416
0.09% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
13,256
shares
|
$347,970
0.12% of portfolio
|
Q1 2025
Added 51.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
13,042
shares
|
$342,352
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
12,302
shares
|
$322,927
0.06% of portfolio
|
Q1 2025
Added 24.78%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,056
shares
|
$316,470
0.01% of portfolio
|
Q4 2024
Reduced 48.52%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
11,373
shares
|
$298,541
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
11,134
shares
|
$292,267
0.08% of portfolio
|
Q1 2025
Added 27.26%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
11,110
shares
|
$291,637
0.11% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,984
shares
|
$288,330
0.0% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,664
shares
|
$279,930
0.0% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
10,548
shares
|
$276,885
0.25% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
10,476
shares
|
$274,995
0.22% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
10,370
shares
|
$272,212
0.02% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
10,361
shares
|
$271,976
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,318
shares
|
$270,847
0.01% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
10,240
shares
|
$268,800
0.13% of portfolio
|
Q1 2025
New holding
|