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 308 institutions that hold shares in the stock, with a total of 48.4 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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
441
shares
|
$12,012
0.0% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
359
shares
|
$9,779
0.01% of portfolio
|
Q3 2024
Reduced 35.32%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
344
shares
|
$9,370
0.0% of portfolio
|
Q4 2025
Reduced 7.77%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
289
shares
|
$7,872
0.0% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Jan 27, 2026 Q4 2025 |
278
shares
|
$7,572
0.0% of portfolio
|
Q4 2025
Reduced 8.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
227
shares
|
$6,183
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
178
shares
|
$4,848
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
142
shares
|
$3,868
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
129
shares
|
$3,513
0.0% of portfolio
|
Q3 2025
Reduced 42.41%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
96
shares
|
$2,615
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
82
shares
|
$2,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
78
shares
|
$2,124
0.0% of portfolio
|
Q1 2025
Added 160.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
72
shares
|
$1,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
69
shares
|
$1,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
56
shares
|
$1,525
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
55
shares
|
$1,498
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
51
shares
|
$1,389
0.0% of portfolio
|
Q3 2025
Added 104.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$1,198
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
41
shares
|
$1,116
0.0% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
31
shares
|
$844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
27
shares
|
$735
0.0% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
26
shares
|
$708
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
18
shares
|
$490
0.0% of portfolio
|
Q3 2023
Reduced 95.76%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
17
shares
|
$463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
12
shares
|
$326
0.0% of portfolio
|
Q2 2025
New holding
|
|