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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
33,343
shares
|
$908,263
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
32,506
shares
|
$885,463
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
32,397
shares
|
$882,494
0.25% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,238
shares
|
$878,163
0.01% of portfolio
|
Q1 2025
Reduced 71.8%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
31,959
shares
|
$870,563
0.01% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
31,467
shares
|
$857,161
0.02% of portfolio
|
Q3 2025
Added 25.34%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
31,185
shares
|
$849,479
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
29,767
shares
|
$810,853
0.32% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
29,197
shares
|
$795,326
0.06% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
28,941
shares
|
$788,352
0.0% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
28,031
shares
|
$763,564
0.04% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
28,017
shares
|
$763,183
0.1% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
27,999
shares
|
$762,692
0.01% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
27,816
shares
|
$757,707
0.0% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
27,700
shares
|
$754,548
0.51% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
27,646
shares
|
$753,077
0.36% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
27,547
shares
|
$750,380
0.01% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
27,296
shares
|
$743,543
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
26,992
shares
|
$735,262
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
26,624
shares
|
$725,237
0.24% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
26,614
shares
|
$724,965
0.66% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
26,390
shares
|
$718,863
0.51% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,802
shares
|
$702,846
0.01% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
25,633
shares
|
$698,242
0.31% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
25,612
shares
|
$697,670
0.11% of portfolio
|
Q3 2025
Added 2.88%
|
|