Public ownership evidence

iShares Fallen Angels USD Bond ETF (FALN) Ownership Disclosures

Read FALN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Fallen Angels USD Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-03-31
Available
2026-08-29
Reported shares
0
Value (USD)
$10
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000014
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FALN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FALN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-03-312026-08-290$10None
Cornerstone Financial Management LLC2025-12-312026-08-290$10None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2912,081$323,657None
Advisors Asset Management, Inc.2021-12-312026-08-2815,165$454,495None
Advisors Asset Management, Inc.2022-12-312026-08-2813,136$323,277None
Advisors Asset Management, Inc.2022-06-302026-08-2817,103$421,000None
Advisors Asset Management, Inc.2021-09-302026-08-2812,405$374,000None
Advisors Asset Management, Inc.2024-03-312026-08-2711,945$320,843None
Advisors Asset Management, Inc.2022-09-302026-08-2713,857$331,000None
Advisors Asset Management, Inc.2022-03-312026-08-2717,848$495,460None
Advisors Asset Management, Inc.2023-06-302026-08-2713,760$349,091None
Advisors Asset Management, Inc.2023-09-302026-08-2714,755$365,924None
Advisors Asset Management, Inc.2023-03-312026-08-2713,444$339,730None
Advisors Asset Management, Inc.2021-03-312026-08-274,501$131,609None
Advisors Asset Management, Inc.2021-06-302026-08-279,113$273,000None
Advisors Asset Management, Inc.2023-12-312026-08-2715,011$396,290None
Advus Financial Partners, LLC2023-06-302026-08-2620,403$517,611None
Advus Financial Partners, LLC2023-03-312026-08-2620,682$522,634None
Advus Financial Partners, LLC2022-12-312026-08-2674,013$1,821,460None
Advus Financial Partners, LLC2022-09-302026-08-2692,984$2,222,318None
Advus Financial Partners, LLC2022-06-302026-08-2693,831$2,310,119None
Advus Financial Partners, LLC2022-03-312026-08-2649,435$1,372,316None
Advisors Asset Management, Inc.2024-09-302026-08-224,269$116,714None
Advisors Asset Management, Inc.2024-06-302026-08-228,201$214,784None
ATX Financial Planning, LLC2026-06-302026-08-2193,146$2,537,290None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2027,500$749,100None
Kingsview Wealth Management, LLC2026-06-302026-08-2074,491$2,029,125None
Archer Investment Corp2026-06-302026-08-20142$3,868None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2029,726$809,743None
Orion Capital Management LLC2026-06-302026-08-195,500$149,820None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1813,631$371,308None
Asset Allocation Strategies LLC2026-06-302026-08-18168,821$4,598,697None
Transamerica Financial Advisors, LLC2026-06-302026-08-18156,786$4,270,874None
Equitable Holdings, Inc.2026-06-302026-08-1844,897$1,223,005None
Wellington Grp LLC2026-06-302026-08-15979$26,159None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-153,490$95,054None
Sequent Planning LLC2026-06-302026-08-1512,480$339,964None
AMERIFLEX GROUP, INC.2026-06-302026-08-1527$722None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-15110,693$3,015,277None
Marex Group Ltd2026-06-302026-08-1553,522$1,457,939None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1531,586$860,402None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1543,503$1,185,022None
COFG Advisors, LLC2026-06-302026-08-158,895$242,298None
Navis Wealth Advisors, LLC2026-06-302026-08-159,510$259,057None
NFSG Corp2026-06-302026-08-1569$1,880None
Invst, LLC2026-06-302026-08-1510,718$291,948None
Qube Research & Technologies Ltd2026-06-302026-08-1512,652$344,640None
IFG Advisory, LLC2026-06-302026-08-153,468$94,461None
OSAIC HOLDINGS, INC.2026-06-302026-08-1591,241$2,485,403None
OSAIC HOLDINGS, INC.2026-06-302026-08-15157,140$4,281,036None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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