IBCA Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2035 TC (IBCA) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $268.30M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBCA tracked by InsiderSet, reporting ownership valued at approximately $66.78M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $67.81M, representing an estimated gain of +1.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed IBCA value among the investors covered in this analysis. Major shareholders include Capital Investment Advisors, Llc, Bank Of America Corp, Arrow Financial Corp, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2035 TC (IBCA).
This page ranks the largest institutional IBCA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
95
Total Reported Value
$268.30M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$66.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, Llc | 0.88% | 2,774,379 | $66,779,306 | $67,805,823 | +$1,026,517 | +1.54% | |
| Bank Of America Corp | 0.00% | 935,348 | $23,954,262 | $22,859,905 | -$1,094,357 | -4.57% | |
| Arrow Financial Corp | 1.35% | 615,326 | $14,810,907 | $15,038,567 | +$227,660 | +1.54% | |
| Morgan Stanley | 0.00% | 526,169 | $13,475,188 | $12,859,570 | -$615,618 | -4.57% | |
| Mb, Levis & Associates, Llc | 4.69% | 531,639 | $12,796,541 | $12,993,257 | +$196,716 | +1.54% | |
| Mv Capital Management, Inc. | 1.06% | 486,396 | $11,707,541 | $11,887,518 | +$179,977 | +1.54% | |
| Ameriprise Financial Inc | 0.00% | 392,949 | $10,063,419 | $9,603,674 | -$459,745 | -4.57% | |
| Guidance Point Advisors, Llc | 1.52% | 302,404 | $7,278,880 | $7,390,754 | +$111,874 | +1.54% | |
| Raymond James Financial Inc | 0.00% | 269,611 | $6,904,748 | $6,589,293 | -$315,455 | -4.57% | |
| Lido Advisors, Llc | 0.02% | 249,475 | $6,389,055 | $6,097,169 | -$291,886 | -4.57% | |
| Ubs Group Ag | 0.00% | 226,928 | $5,811,626 | $5,546,120 | -$265,506 | -4.57% | |
| Krilogy Financial Llc | 0.15% | 220,429 | $5,327,769 | $5,387,285 | +$59,516 | +1.12% | |
| Probity Advisors, Inc. | 0.71% | 206,553 | $4,971,727 | $5,048,155 | +$76,428 | +1.54% | |
| 4Thought Financial Group Inc. | 2.10% | 187,650 | $4,516,741 | $4,586,166 | +$69,425 | +1.54% | |
| Paradigm, Strategies In Wealth Management, Llc | 2.89% | 187,270 | $4,507,589 | $4,576,879 | +$69,290 | +1.54% | |
| Benjamin Edwards Inc | 0.04% | 157,496 | $4,033,177 | $3,849,202 | -$183,975 | -4.56% | |
| Hancock Whitney Corp | 0.06% | 150,100 | $3,844,061 | $3,668,444 | -$175,617 | -4.57% | |
| Kestra Advisory Services, Llc | 0.01% | 146,546 | $3,527,374 | $3,581,584 | +$54,210 | +1.54% | |
| Us Bancorp \De\ | 0.00% | 120,419 | $3,083,931 | $2,943,040 | -$140,891 | -4.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 123,475 | $2,978,228 | $3,017,729 | +$39,501 | +1.33% | |
| Addison Advisors Llc | 1.23% | 101,327 | $2,594,985 | $2,476,432 | -$118,553 | -4.57% | |
| Stonebrook Private Inc. | 0.44% | 93,687 | $2,399,321 | $2,289,710 | -$109,611 | -4.57% | |
| Instrumental Wealth, Llc | 1.13% | 97,102 | $2,337,246 | $2,373,173 | +$35,927 | +1.54% | |
| Adirondack Trust Co | 0.72% | 96,173 | $2,313,831 | $2,350,468 | +$36,637 | +1.58% | |
| Lpl Financial Llc | 0.00% | 86,839 | $2,223,935 | $2,122,345 | -$101,590 | -4.57% | |
| Lyell Wealth Management, Lp | 0.12% | 86,600 | $2,084,462 | $2,116,504 | +$32,042 | +1.54% | |
| Royal Bank Of Canada | 0.00% | 80,457 | $2,060,000 | $1,966,369 | -$93,631 | -4.55% | |
| Marathon Mission, Inc. | 1.03% | 84,698 | $2,038,681 | $2,070,019 | +$31,338 | +1.54% | |
| J.W. Cole Advisors, Inc. | 0.03% | 77,812 | $1,992,777 | $1,901,725 | -$91,052 | -4.57% | |
| Envestnet Asset Management Inc | 0.00% | 75,050 | $1,922,038 | $1,834,222 | -$87,816 | -4.57% | |
| Archford Capital Strategies, Llc | 0.18% | 74,781 | $1,799,979 | $1,827,648 | +$27,669 | +1.54% | |
| Atlantic Union Bankshares Corp | 0.03% | 60,871 | $1,558,906 | $1,487,687 | -$71,219 | -4.57% | |
| Segment Wealth Management, Llc | 0.07% | 56,595 | $1,362,242 | $1,383,182 | +$20,940 | +1.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 54,194 | $1,304,460 | $1,324,501 | +$20,041 | +1.54% | |
| Associated Banc-Corp | 0.03% | 52,215 | $1,256,815 | $1,276,135 | +$19,320 | +1.54% | |
| Stokes Family Office, Llc | 0.13% | 44,950 | $1,151,170 | $1,098,578 | -$52,592 | -4.57% | |
| Mcf Advisors Llc | 0.04% | 47,419 | $1,141,376 | $1,158,920 | +$17,544 | +1.54% | |
| Gilbert & Cook, Inc. | 0.11% | 38,270 | $980,095 | $935,319 | -$44,776 | -4.57% | |
| Coldstream Capital Management Inc | 0.01% | 36,809 | $942,679 | $899,612 | -$43,067 | -4.57% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.01% | 37,755 | $908,763 | $922,732 | +$13,969 | +1.54% | |
| Parallel Advisors, Llc | 0.01% | 36,977 | $890,036 | $903,718 | +$13,682 | +1.54% | |
| Daviman Financial, Llc | 0.47% | 32,932 | $843,389 | $804,858 | -$38,531 | -4.57% | |
| Little House Capital Llc | 0.19% | 32,669 | $836,643 | $798,430 | -$38,213 | -4.57% | |
| Susquehanna International Group, Llp | 0.00% | 31,973 | $818,829 | $781,420 | -$37,409 | -4.57% | |
| Cowa, Llc | 0.19% | 32,435 | $780,714 | $792,711 | +$11,997 | +1.54% | |
| Jane Street Group, Llc | 0.00% | 28,752 | $736,339 | $702,699 | -$33,640 | -4.57% | |
| Cfg Wealth Management Services, Inc. | 0.66% | 30,042 | $722,045 | $734,226 | +$12,181 | +1.69% | |
| Mercer Global Advisors Inc | 0.00% | 25,299 | $647,907 | $618,308 | -$29,599 | -4.57% | |
| Cetera Investment Advisers | 0.00% | 22,193 | $568,357 | $542,397 | -$25,960 | -4.57% | |
| Advisory Services Network, Llc | 0.01% | 19,553 | $500,752 | $477,875 | -$22,877 | -4.57% |
Frequently asked questions about IBCA
Who are the largest institutional holders of IBCA?
The largest institutional holders of IBCA reported in the latest SEC Form 13F filings include Capital Investment Advisors, Llc, Bank Of America Corp, Arrow Financial Corp, Morgan Stanley, and Mb, Levis & Associates, Llc. InsiderSet ranks institutional holders by their latest reported IBCA position.
What is IBCA institutional ownership?
This page tracks IBCA positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2035 TC (IBCA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBCA?
InsiderSet currently tracks 95 institutional managers reporting IBCA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBCA shareholders.
How much IBCA stock do institutions own?
Institutional investment managers disclosed approximately $268.30M in IBCA holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBCA institutional ownership last updated?
The latest IBCA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBCA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBCA position after the reporting date.
Are institutions buying or selling IBCA?
Institutional buying and selling can be analyzed by comparing IBCA positions across consecutive 13F reporting periods. InsiderSet's IBCA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBCA ownership changes.
How has IBCA institutional ownership changed over time?
InsiderSet tracks IBCA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.