FALN — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (FALN)? 20 institutions reported holding $35.25M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Breakwater Capital Group ($9.9M), HF Advisory Group, LLC ($8.4M), Independence Financial Advisors, LLC ($7.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Breakwater Capital Group | $9.9M | 379,907 | Trimmed |
| 2 | HF Advisory Group, LLC | $8.4M | 322,026 | Added |
| 3 | Independence Financial Advisors, LLC | $7.2M | 278,978 | Added |
| 4 | Sherry Group, Inc. | $2.1M | 80,215 | Added |
| 5 | Coastline Trust Co | $1.8M | 68,060 | Trimmed |
| 6 | VALLEY WEALTH MANAGERS, INC. | $1.2M | 45,738 | Added |
| 7 | M.E. ALLISON & CO., INC. | $1.2M | 45,264 | Added |
| 8 | Farther Finance Advisors, LLC | $1.1M | 42,615 | Trimmed |
| 9 | Kaizen Financial Strategies | $972,807 | 37,517 | Added |
| 10 | Exchange Bank | $647,705 | 24,979 | Hold |
| 11 | Box Hill Private Wealth LLC | $314,228 | 12,118 | Added |
| 12 | WINEBRENNER CAPITAL MANAGEMENT LLC | $273,510 | 10,548 | Added |
| 13 | Bank of New Hampshire | $180,343 | 6,955 | Trimmed |
| 14 | CoreCap Advisors, LLC | $72,208 | 2,784 | Added |
| 15 | GILPIN WEALTH MANAGEMENT, LLC | $36,899 | 1,423 | Trimmed |
| 16 | Rosenberg Matthew Hamilton | $11,202 | 432 | Trimmed |
| 17 | Grove Bank & Trust | $700 | 27 | New |
| 18 | Retirement Wealth Solutions LLC | $111 | 4 | Hold |
| 19 | Client First Investment Management LLC | $0 | 0 | Exited |
| 20 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30