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 307 institutions that hold shares in the stock, with a total of 48.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
87,306
shares
|
$2.38 Million
0.16% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
87,024
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
86,920
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
81,428
shares
|
$2.22 Million
0.65% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
80,595
shares
|
$2.2 Million
0.39% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Forte Asset Management LLC
|
Jan 16, 2026 Q4 2025 |
78,481
shares
|
$2.14 Million
1.0% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
78,279
shares
|
$2.13 Million
0.17% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
78,052
shares
|
$2.13 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
76,273
shares
|
$2.08 Million
0.1% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
74,993
shares
|
$2.04 Million
1.03% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
72,347
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2025
Reduced 21.3%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
70,178
shares
|
$1.91 Million
0.64% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
69,897
shares
|
$1.9 Million
0.84% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
65,520
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
65,123
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
64,840
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
64,342
shares
|
$1.75 Million
0.15% of portfolio
|
Q4 2025
Added 5.67%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
63,465
shares
|
$1.73 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
63,408
shares
|
$1.73 Million
0.33% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
62,393
shares
|
$1.7 Million
0.11% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
61,800
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.34%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
56,942
shares
|
$1.55 Million
0.73% of portfolio
|
Q3 2025
Reduced 28.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
51,823
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
50,448
shares
|
$1.37 Million
0.32% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
49,586
shares
|
$1.35 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.62%
|
|