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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,874
shares
|
$268,967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
9,757
shares
|
$265,780
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,611
shares
|
$261,803
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
9,443
shares
|
$257,227
0.26% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
9,434
shares
|
$256,982
0.2% of portfolio
|
Q3 2025
Reduced 33.29%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,217
shares
|
$251,071
0.0% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
9,090
shares
|
$247,611
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
9,050
shares
|
$246,522
0.03% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
8,950
shares
|
$243,798
0.01% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,897
shares
|
$242,354
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
8,866
shares
|
$241,509
0.08% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8,710
shares
|
$237,260
0.0% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
8,375
shares
|
$228,135
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$217,920
0.01% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,960
shares
|
$216,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,911
shares
|
$215,495
0.01% of portfolio
|
Q2 2020
Reduced 98.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
7,881
shares
|
$214,678
0.01% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
7,782
shares
|
$211,981
0.05% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7,744
shares
|
$210,946
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
7,687
shares
|
$209,393
0.14% of portfolio
|
Q2 2022
Reduced 71.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,671
shares
|
$208,958
0.0% of portfolio
|
Q3 2025
Reduced 13.67%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
7,648
shares
|
$208,331
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
7,645
shares
|
$208,249
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
7,618
shares
|
$207,514
0.0% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
7,582
shares
|
$206,533
0.15% of portfolio
|
Q3 2025
Added 0.13%
|
|