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 86 institutions that hold shares in the stock, with a total of 1.45 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
101
shares
|
$9,111
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Jan 29, 2026 Q4 2025 |
91
shares
|
$8,209
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
90
shares
|
$8,118
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
Jan 26, 2026 Q4 2025 |
89
shares
|
$8,028
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 28, 2026 Q4 2025 |
38
shares
|
$3,427
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
23
shares
|
$2,074
0.0% of portfolio
|
Q3 2025
Reduced 86.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
22
shares
|
$1,984
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
11
shares
|
$992
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$90
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|