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 21 institutions that hold shares in the stock, with a total of 338,823 shares, which have been reported (via 13F filing form) to have a value of $29.6 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 |
Feb 14, 2025 Q4 2024 |
117,878
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,437
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,402
shares
|
$560,175
0.0% of portfolio
|
Q4 2024
Reduced 33.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
5,799
shares
|
$507,412
0.0% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,453
shares
|
$477,137
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
|
$477,137
0.0% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,820
shares
|
$421,750
0.0% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
3,637
shares
|
$318,237
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,285
shares
|
$287,437
0.0% of portfolio
|
Q4 2024
Reduced 29.49%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,959
shares
|
$258,912
0.09% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,032
shares
|
$177,800
0.01% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,367
shares
|
$119,612
0.0% of portfolio
|
Q2 2024
Reduced 18.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
360
shares
|
$31,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
174
shares
|
$15,225
0.0% of portfolio
|
Q2 2023
Reduced 1.69%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
167
shares
|
$14,612
0.0% of portfolio
|
Q4 2024
Reduced 54.25%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$8,750
0.0% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
22
shares
|
$1,925
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$87
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|