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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
24,983
shares
|
$680,536
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
22,852
shares
|
$622,488
0.27% of portfolio
|
Q1 2025
Added 150.52%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
21,005
shares
|
$572,176
0.04% of portfolio
|
Q3 2022
Added 4.76%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20,922
shares
|
$569,915
0.34% of portfolio
|
Q3 2024
Reduced 32.43%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
20,103
shares
|
$547,605
0.3% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
20,023
shares
|
$545,426
0.07% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
19,933
shares
|
$542,974
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 13, 2025 Q3 2025 |
19,658
shares
|
$535,483
0.2% of portfolio
|
Q4 2024
Added 128.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,542
shares
|
$532,324
0.01% of portfolio
|
Q3 2025
Added 22.06%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
19,478
shares
|
$530,580
0.0% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
19,309
shares
|
$525,977
0.19% of portfolio
|
Q3 2025
Added 33.92%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
18,937
shares
|
$515,843
0.02% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
18,855
shares
|
$513,610
0.03% of portfolio
|
Q4 2023
Added 125.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,028
shares
|
$491,082
0.0% of portfolio
|
Q4 2024
Added 118.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,855
shares
|
$486,370
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
17,757
shares
|
$483,700
0.07% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
17,324
shares
|
$471,905
0.08% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
16,932
shares
|
$461,227
0.37% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
16,844
shares
|
$458,830
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,830
shares
|
$458,449
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
16,547
shares
|
$450,740
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
16,348
shares
|
$445,319
0.01% of portfolio
|
Q3 2025
Added 114.32%
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
16,296
shares
|
$443,903
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
15,874
shares
|
$432,407
0.12% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
15,850
shares
|
$431,754
0.03% of portfolio
|
Q3 2025
Reduced 8.38%
|
|