Who Owns ISHARES TR (FALN)? -- Institutional Holders (2026-06-30)

170 institutions reported holding $288.4M of ISHARES TR (FALN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($37.0M), Baker Avenue Asset Management, LP ($19.2M), NOVEM GROUP ($18.7M), State of New Jersey Common Pension Fund D ($14.3M), COMMONWEALTH EQUITY SERVICES, LLC ($11.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$37.0M1.4MAdded
2Baker Avenue Asset Management, LP$19.2M703,879Added
3NOVEM GROUP$18.7M687,045Added
4State of New Jersey Common Pension Fund D$14.3M525,000Hold
5COMMONWEALTH EQUITY SERVICES, LLC$11.6M424,095Added
6ENVESTNET ASSET MANAGEMENT INC$10.9M398,716Added
7Breakwater Capital Group$10.5M385,762Added
8HF Advisory Group, LLC$8.0M294,108Added
9CAPITAL WEALTH MANAGEMENT, LLC$7.3M266,540Added
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.1M262,227Added
11Independence Financial Advisors, LLC$7.0M256,955New
12Bridgelight Financial Advisors, Inc.$6.6M241,424Added
13Petix & Botte Co$6.4M234,674Trimmed
14Commonwealth Financial Services, LLC$6.2M227,881New
15FIRST CITIZENS BANK & TRUST CO$5.4M197,913Added
16Private Advisor Group, LLC$4.5M164,446Trimmed
17Liberty Atlantic Advisors LLC$4.2M154,970Added
18ASSETMARK, INC$4.1M149,446Trimmed
19Impact Partnership Wealth, LLC$3.9M144,351Trimmed
20Client First Investment Management LLC$3.8M139,127New
21DIVERSIFY WEALTH MANAGEMENT, LLC$3.8M140,333Added
22Ignite Planners, LLC$3.7M136,451Added
23Envestnet Portfolio Solutions, Inc.$3.6M132,057Added
24KRAEMATON INVESTMENT ADVISORS, INC$3.5M127,153Trimmed
25Glassy Mountain Advisors, Inc.$3.3M121,088Added

Source: SEC Form 13F filings · as of 2026-06-30