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 26 institutions that hold shares in the stock, with a total of 465,818 shares, which have been reported (via 13F filing form) to have a value of $42 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
|
$14.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
106,320
shares
|
$9.59 Million
0.0% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
106,170
shares
|
$9.58 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
36,951
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2025
Added 106.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,118
shares
|
$642,114
0.0% of portfolio
|
Q3 2025
Added 22.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
6,602
shares
|
$595,566
0.0% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,530
shares
|
$589,071
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,648
shares
|
$509,506
0.0% of portfolio
|
Q3 2025
Added 33.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,453
shares
|
$491,915
0.0% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,332
shares
|
$480,999
0.0% of portfolio
|
Q3 2025
Reduced 82.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,010
shares
|
$451,952
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,703
shares
|
$424,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,138
shares
|
$283,078
0.03% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
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%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
244
shares
|
$22,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
173
shares
|
$15,606
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
126
shares
|
$11,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
102
shares
|
$9,201
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 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
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4
shares
|
$360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$90
0.0% of portfolio
|
Q3 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
|
|