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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
48,396
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
47,966
shares
|
$1.31 Million
0.93% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,812
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
45,571
shares
|
$1.24 Million
0.35% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,166
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2022
Added 4.0%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
44,432
shares
|
$1.21 Million
0.3% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
44,431
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
42,777
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Added 29.36%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
42,407
shares
|
$1.16 Million
0.67% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
42,020
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
41,709
shares
|
$1.14 Million
0.7% of portfolio
|
Q3 2022
Reduced 22.46%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
41,489
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
40,588
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
40,130
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
40,052
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,386
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 69.46%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
39,306
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
37,441
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
37,100
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 38.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
36,664
shares
|
$998,727
0.0% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,778
shares
|
$974,592
0.0% of portfolio
|
Q3 2025
Added 99283.33%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
34,991
shares
|
$953,154
0.46% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
34,249
shares
|
$932,942
0.0% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
34,128
shares
|
$929,646
0.02% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
33,956
shares
|
$924,961
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|