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 306 institutions that hold shares in the stock, with a total of 49.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
7,472
shares
|
$203,537
0.0% of portfolio
|
Q4 2025
Reduced 6.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
7,408
shares
|
$201,793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
7,243
shares
|
$197,299
0.16% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
7,222
shares
|
$196,727
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
7,045
shares
|
$191,905
0.07% of portfolio
|
Q3 2025
Added 2380.63%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
6,650
shares
|
$181,146
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,413
shares
|
$174,690
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
6,102
shares
|
$166,218
0.01% of portfolio
|
Q3 2025
Reduced 38.43%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,973
shares
|
$162,704
0.08% of portfolio
|
Q4 2023
Reduced 1.48%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
5,480
shares
|
$149,275
0.05% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
5,024
shares
|
$136,853
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
4,706
shares
|
$128,191
0.0% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,646
shares
|
$126,557
0.0% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
4,548
shares
|
$123,887
0.07% of portfolio
|
Q1 2023
Reduced 12.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,225
shares
|
$115,089
0.01% of portfolio
|
Q3 2025
Reduced 81.28%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
3,951
shares
|
$107,625
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,925
shares
|
$106,917
0.16% of portfolio
|
Q3 2022
Reduced 38.87%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,950
shares
|
$80,358
0.01% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,904
shares
|
$79,104
0.0% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,567
shares
|
$69,925
0.0% of portfolio
|
Q3 2025
Reduced 72.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,387
shares
|
$65,021
0.0% of portfolio
|
Q3 2025
Added 53.8%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,340
shares
|
$63,741
0.0% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,684
shares
|
$45,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,576
shares
|
$42,930
0.01% of portfolio
|
Q3 2025
Reduced 54.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,429
shares
|
$38,925
0.0% of portfolio
|
Q3 2025
Added 94.16%
|
|