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 377,086 shares, which have been reported (via 13F filing form) to have a value of $33.2 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
|
$14.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
109,717
shares
|
$9.65 Million
0.0% of portfolio
|
Q2 2024
Added 6.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
50,850
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2024
Added 22.58%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
11,122
shares
|
$978,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
6,650
shares
|
$584,934
0.0% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
5,711
shares
|
$502,339
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
5,453
shares
|
$479,645
0.0% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,023
shares
|
$353,863
0.0% of portfolio
|
Q2 2024
Reduced 12.83%
|
|
|
Investment Advisory Group, LLC
|
Jul 31, 2024 Q2 2024 |
3,948
shares
|
$347,266
0.13% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,861
shares
|
$339,613
0.0% of portfolio
|
Q2 2024
Added 10.47%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
3,637
shares
|
$319,910
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
3,346
shares
|
$294,314
0.0% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
3,147
shares
|
$276,810
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2024 Q2 2024 |
3,118
shares
|
$274,259
0.02% of portfolio
|
Q2 2024
Reduced 13.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,367
shares
|
$120,241
0.0% of portfolio
|
Q2 2024
Reduced 18.0%
|
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
360
shares
|
$31,665
0.0% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
174
shares
|
$15,305
0.0% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
98
shares
|
$8,620
0.0% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
22
shares
|
$1,935
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
5
shares
|
$439
0.0% of portfolio
|
Q3 2023
Reduced 94.68%
|
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|