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 22 institutions that hold shares in the stock, with a total of 358,181 shares, which have been reported (via 13F filing form) to have a value of $31.2 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 |
Nov 14, 2024 Q3 2024 |
113,996
shares
|
$9.93 Million
0.0% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,263
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,587
shares
|
$835,507
0.0% of portfolio
|
Q3 2024
Added 67.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
9,503
shares
|
$828,186
0.0% of portfolio
|
Q3 2024
Added 136.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
6,384
shares
|
$556,365
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,453
shares
|
$475,228
0.0% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,659
shares
|
$406,031
0.0% of portfolio
|
Q3 2024
Added 20.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,556
shares
|
$397,055
0.0% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,637
shares
|
$316,964
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,404
shares
|
$296,658
0.11% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,958
shares
|
$257,789
0.02% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,032
shares
|
$177,088
0.01% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,367
shares
|
$119,134
0.0% of portfolio
|
Q2 2024
Reduced 18.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
365
shares
|
$31,809
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
245
shares
|
$21,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
174
shares
|
$15,164
0.0% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
99
shares
|
$8,627
0.0% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
22
shares
|
$1,917
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|