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 345,009 shares, which have been reported (via 13F filing form) to have a value of $30.2 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 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
114,831
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
26,687
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,333
shares
|
$904,447
0.0% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,453
shares
|
$477,301
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,453
shares
|
$477,301
0.0% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,072
shares
|
$443,952
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
4,740
shares
|
$414,892
0.0% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,550
shares
|
$398,261
0.0% of portfolio
|
Q1 2025
Added 38.51%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
3,437
shares
|
$300,840
0.04% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,009
shares
|
$175,847
0.01% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,107
shares
|
$96,895
0.0% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
359
shares
|
$31,423
0.01% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
172
shares
|
$15,055
0.0% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
169
shares
|
$14,792
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$8,753
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
22
shares
|
$1,925
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20
shares
|
$1,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
16
shares
|
$1,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$87
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$87
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|