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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,336
shares
|
$36,392
0.02% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,292
shares
|
$35,194
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,271
shares
|
$34,622
0.0% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,230
shares
|
$33,505
0.0% of portfolio
|
Q2 2025
Reduced 31.09%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,200
shares
|
$32,687
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,183
shares
|
$32,224
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,179
shares
|
$32,115
0.0% of portfolio
|
Q3 2025
Added 72.37%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,135
shares
|
$30,917
0.0% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
885
shares
|
$24,107
0.01% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
812
shares
|
$22,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
810
shares
|
$22,064
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
680
shares
|
$18,523
0.0% of portfolio
|
Q2 2025
Reduced 51.04%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
635
shares
|
$17,297
0.0% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
585
shares
|
$15,935
0.0% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
565
shares
|
$15,390
0.01% of portfolio
|
Q1 2025
Reduced 75.74%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
544
shares
|
$14,818
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
530
shares
|
$14,437
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
522
shares
|
$14,219
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
506
shares
|
$13,783
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
484
shares
|
$13,184
0.0% of portfolio
|
Q3 2024
Added 240.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
453
shares
|
$12,339
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
441
shares
|
$12,012
0.0% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
438
shares
|
$11,931
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
373
shares
|
$10,160
0.0% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
359
shares
|
$9,779
0.01% of portfolio
|
Q3 2024
Reduced 35.32%
|
|