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 63 institutions that hold shares in the stock, with a total of 951,403 shares, which have been reported (via 13F filing form) to have a value of $85.8 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%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
131,127
shares
|
$11.8 Million
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
56,436
shares
|
$5.09 Million
1.55% of portfolio
|
Q4 2025
New holding
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
54,135
shares
|
$4.88 Million
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
43,912
shares
|
$3.96 Million
0.14% of portfolio
|
Q4 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%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
32,114
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
31,074
shares
|
$2.8 Million
0.4% of portfolio
|
Q4 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
29,035
shares
|
$2.62 Million
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
24,623
shares
|
$2.22 Million
1.11% of portfolio
|
Q4 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
16,361
shares
|
$1.48 Million
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
15,906
shares
|
$1.43 Million
0.82% of portfolio
|
Q4 2025
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
12,822
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
12,135
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2025
Reduced 88.57%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
9,948
shares
|
$897,409
0.45% of portfolio
|
Q4 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
9,085
shares
|
$819,557
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
8,876
shares
|
$800,703
0.7% of portfolio
|
Q4 2025
New holding
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
8,843
shares
|
$797,727
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
8,352
shares
|
$753,433
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
8,169
shares
|
$736,925
0.3% of portfolio
|
Q4 2025
New holding
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
8,054
shares
|
$726,551
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
7,988
shares
|
$720,597
0.41% of portfolio
|
Q4 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,252
shares
|
$654,202
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
7,190
shares
|
$648,609
0.23% of portfolio
|
Q4 2025
New holding
|
|