Institutional Ownership Ishares U.S. Fixed Income Bala (FIBR)
This table provides information about the institutional ownership of Ishares U.S. Fixed Income Bala (FIBR). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 460,399 shares, which have been reported (via 13F filing form) to have a value of $41.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
160,477
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
106,170
shares
|
$9.58 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
99,121
shares
|
$8.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,335
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Added 193.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,915
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
6,876
shares
|
$620,283
0.0% of portfolio
|
Q2 2025
Added 45.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,804
shares
|
$523,578
0.0% of portfolio
|
Q2 2025
Added 27.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,453
shares
|
$491,915
0.0% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,453
shares
|
$491,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,010
shares
|
$451,952
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,703
shares
|
$424,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,244
shares
|
$382,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,437
shares
|
$310,051
0.04% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,102
shares
|
$189,621
0.0% of portfolio
|
Q3 2025
Added 97.56%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,868
shares
|
$168,512
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,107
shares
|
$99,862
0.0% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
173
shares
|
$15,606
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
102
shares
|
$9,201
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
23
shares
|
$2,074
0.0% of portfolio
|
Q3 2025
Reduced 86.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$1,984
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|