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 |
|---|---|---|---|---|---|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
15,319
shares
|
$417,289
0.22% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
15,026
shares
|
$409,308
0.07% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
14,978
shares
|
$408,000
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,911
shares
|
$406,175
0.0% of portfolio
|
Q3 2025
Reduced 72.79%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,081
shares
|
$383,566
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
13,705
shares
|
$373,324
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
13,500
shares
|
$367,740
0.36% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
13,356
shares
|
$363,817
0.22% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
13,265
shares
|
$361,338
0.12% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
12,450
shares
|
$339,138
0.03% of portfolio
|
Q3 2025
Added 22.66%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
12,000
shares
|
$326,880
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
11,975
shares
|
$326,199
0.24% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
11,953
shares
|
$325,599
0.24% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
11,845
shares
|
$322,657
0.01% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,466
shares
|
$312,333
0.02% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
11,373
shares
|
$309,800
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
10,872
shares
|
$296,153
0.0% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
10,614
shares
|
$289,125
0.08% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,498
shares
|
$285,965
0.0% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
10,361
shares
|
$282,233
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
10,190
shares
|
$277,575
0.02% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,970
shares
|
$271,582
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,914
shares
|
$270,057
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,908
shares
|
$269,893
0.01% of portfolio
|
Q3 2025
Reduced 26.71%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
9,903
shares
|
$269,757
0.15% of portfolio
|
Q3 2025
Added 3.44%
|
|