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 |
|---|---|---|---|---|---|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
303,893
shares
|
$8.28 Million
5.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
295,858
shares
|
$8.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
282,397
shares
|
$7.69 Million
0.01% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
269,964
shares
|
$7.35 Million
3.91% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
269,092
shares
|
$7.33 Million
0.16% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
265,571
shares
|
$7.23 Million
0.08% of portfolio
|
Q3 2025
Reduced 51.53%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
255,178
shares
|
$6.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
251,987
shares
|
$6.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.78%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
245,575
shares
|
$6.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
244,253
shares
|
$6.65 Million
1.47% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
239,423
shares
|
$6.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
226,970
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
226,123
shares
|
$6.16 Million
0.14% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
224,703
shares
|
$6.12 Million
2.29% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
216,016
shares
|
$5.88 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
195,435
shares
|
$5.32 Million
0.11% of portfolio
|
Q3 2025
Reduced 39.5%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
189,919
shares
|
$5.17 Million
1.26% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
188,984
shares
|
$5.15 Million
0.53% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
185,041
shares
|
$5.04 Million
1.02% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
174,627
shares
|
$4.76 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
170,000
shares
|
$4.63 Million
0.1% of portfolio
|
Q3 2025
Reduced 44.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
159,592
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
155,856
shares
|
$4.25 Million
0.63% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
155,675
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
152,858
shares
|
$4.16 Million
0.46% of portfolio
|
Q3 2025
Added 1.04%
|
|