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 81 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Jan 27, 2026 Q4 2025 |
4,887
shares
|
$440,856
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,703
shares
|
$424,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
4,629
shares
|
$417,582
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Chatterton & Associates Inc.
Anaheim, CA |
Jan 20, 2026 Q4 2025 |
4,293
shares
|
$387,271
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
3,735
shares
|
$336,934
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
3,569
shares
|
$321,959
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
3,522
shares
|
$317,719
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
3,438
shares
|
$310,141
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
3,044
shares
|
$274,599
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Jan 29, 2026 Q4 2025 |
2,998
shares
|
$270,449
0.03% of portfolio
|
Q4 2025
Reduced 4.46%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
2,989
shares
|
$269,637
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
2,446
shares
|
$220,653
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jan 27, 2026 Q4 2025 |
2,281
shares
|
$205,769
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
2,281
shares
|
$205,769
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Comerica Bank
|
Jan 29, 2026 Q4 2025 |
2,250
shares
|
$202,972
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
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.
|
Nov 20, 2025 Q3 2025 |
1,828
shares
|
$164,903
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,741
shares
|
$157,055
0.0% of portfolio
|
Q3 2025
Added 57.27%
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
1,646
shares
|
$148,485
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
819
shares
|
$73,881
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
676
shares
|
$60,981
0.0% of portfolio
|
Q4 2025
Added 290.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
645
shares
|
$58,185
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
244
shares
|
$22,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
132
shares
|
$11,907
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
106
shares
|
$9,562
0.0% of portfolio
|
Q4 2025
New holding
|
|