ISHARES IBONDS DEC 2035 TC (IBCA) Institutional Shareholders
ISHARES IBONDS DEC 2035 TC (IBCA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $264.26M in IBCA holdings during the latest filing period.
Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBCA tracked by InsiderSet, reporting ownership valued at approximately $64.95M in its June 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 $62.36M, representing an estimated loss of -3.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
91
Total Reported Value
$264.26M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$64.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
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 | 0.86% | 2,536,059 | $64,948,478 | $62,361,691 | -$2,586,787 | -3.98% | |
| Bank Of America Corp | 0.00% | 935,348 | $23,954,262 | $23,000,207 | -$954,055 | -3.98% | |
| Arrow Financial Corp | 1.41% | 615,529 | $15,763,716 | $15,135,858 | -$627,858 | -3.98% | |
| Mb, Levis & Associates, Llc | 5.12% | 542,068 | $13,882,354 | $13,329,452 | -$552,902 | -3.98% | |
| Morgan Stanley | 0.00% | 526,169 | $13,475,188 | $12,938,496 | -$536,692 | -3.98% | |
| Mv Capital Management, Inc. | 1.07% | 473,436 | $12,124,699 | $11,641,791 | -$482,908 | -3.98% | |
| Ameriprise Financial Inc | 0.00% | 392,949 | $10,063,419 | $9,662,616 | -$400,803 | -3.98% | |
| Guidance Point Advisors, Llc | 1.50% | 278,043 | $7,120,727 | $6,837,077 | -$283,650 | -3.98% | |
| Raymond James Financial Inc | 0.00% | 269,611 | $6,904,748 | $6,629,734 | -$275,014 | -3.98% | |
| Lido Advisors, Llc | 0.02% | 249,475 | $6,389,055 | $6,134,590 | -$254,465 | -3.98% | |
| Ubs Group Ag | 0.00% | 226,928 | $5,811,626 | $5,580,160 | -$231,466 | -3.98% | |
| Krilogy Financial Llc | 0.15% | 201,612 | $5,163,283 | $4,957,639 | -$205,644 | -3.98% | |
| Paradigm, Strategies In Wealth Management, Llc | 3.03% | 194,436 | $4,979,506 | $4,781,181 | -$198,325 | -3.98% | |
| 4Thought Financial Group Inc. | 2.25% | 187,049 | $4,790,319 | $4,599,535 | -$190,784 | -3.98% | |
| Probity Advisors, Inc. | 0.66% | 179,280 | $4,591,352 | $4,408,495 | -$182,857 | -3.98% | |
| Benjamin Edwards Inc | 0.04% | 157,496 | $4,033,177 | $3,872,827 | -$160,350 | -3.98% | |
| Hancock Whitney Corp | 0.06% | 150,100 | $3,844,061 | $3,690,959 | -$153,102 | -3.98% | |
| Us Bancorp \De\ | 0.00% | 120,419 | $3,083,931 | $2,961,103 | -$122,828 | -3.98% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 111,642 | $2,825,663 | $2,745,277 | -$80,386 | -2.84% | |
| Addison Advisors Llc | 1.23% | 101,327 | $2,594,985 | $2,491,631 | -$103,354 | -3.98% | |
| Stonebrook Private Inc. | 0.44% | 93,687 | $2,399,321 | $2,303,763 | -$95,558 | -3.98% | |
| Adirondack Trust Co | 0.70% | 92,232 | $2,361,973 | $2,267,985 | -$93,988 | -3.98% | |
| Instrumental Wealth, Llc | 1.19% | 91,787 | $2,350,677 | $2,257,042 | -$93,635 | -3.98% | |
| Lpl Financial Llc | 0.00% | 86,839 | $2,223,935 | $2,135,371 | -$88,564 | -3.98% | |
| Kestra Advisory Services, Llc | 0.01% | 85,992 | $2,202,265 | $2,114,543 | -$87,722 | -3.98% | |
| Royal Bank Of Canada | 0.00% | 80,457 | $2,060,000 | $1,978,438 | -$81,562 | -3.96% | |
| J.W. Cole Advisors, Inc. | 0.03% | 77,812 | $1,992,777 | $1,913,397 | -$79,380 | -3.98% | |
| Archford Capital Strategies, Llc | 0.20% | 76,143 | $1,950,022 | $1,872,356 | -$77,666 | -3.98% | |
| Envestnet Asset Management Inc | 0.00% | 75,050 | $1,922,038 | $1,845,480 | -$76,559 | -3.98% | |
| Marathon Mission, Inc. | 0.90% | 70,199 | $1,797,796 | $1,726,193 | -$71,603 | -3.98% | |
| Atlantic Union Bankshares Corp | 0.03% | 60,871 | $1,558,906 | $1,496,818 | -$62,088 | -3.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,166 | $1,335,966 | $1,282,762 | -$53,204 | -3.98% | |
| Mcf Advisors Llc | 0.04% | 47,419 | $1,214,401 | $1,166,033 | -$48,368 | -3.98% | |
| Stokes Family Office, Llc | 0.13% | 44,950 | $1,151,170 | $1,105,321 | -$45,850 | -3.98% | |
| Lyell Wealth Management, Lp | 0.07% | 42,150 | $1,079,462 | $1,036,469 | -$42,994 | -3.98% | |
| Segment Wealth Management, Llc | 0.05% | 39,000 | $998,790 | $959,010 | -$39,780 | -3.98% | |
| Gilbert & Cook, Inc. | 0.11% | 38,270 | $980,095 | $941,059 | -$39,036 | -3.98% | |
| Associated Banc-Corp | 0.02% | 37,731 | $966,290 | $927,805 | -$38,485 | -3.98% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.01% | 37,673 | $964,806 | $926,379 | -$38,427 | -3.98% | |
| Coldstream Capital Management Inc | 0.01% | 36,809 | $942,679 | $905,133 | -$37,546 | -3.98% | |
| Parallel Advisors, Llc | 0.01% | 34,141 | $874,351 | $839,527 | -$34,824 | -3.98% | |
| Daviman Financial, Llc | 0.47% | 32,932 | $843,389 | $809,798 | -$33,591 | -3.98% | |
| Little House Capital Llc | 0.19% | 32,669 | $836,643 | $803,331 | -$33,312 | -3.98% | |
| Susquehanna International Group, Llp | 0.00% | 31,973 | $818,829 | $786,216 | -$32,613 | -3.98% | |
| Cfg Wealth Management Services, Inc. | 0.72% | 30,042 | $770,277 | $738,733 | -$31,544 | -4.10% | |
| Jane Street Group, Llc | 0.00% | 28,752 | $736,339 | $707,012 | -$29,327 | -3.98% | |
| Mercer Global Advisors Inc | 0.00% | 25,299 | $647,907 | $622,102 | -$25,805 | -3.98% | |
| Cetera Investment Advisers | 0.00% | 22,193 | $568,357 | $545,726 | -$22,631 | -3.98% | |
| Koesten, Hirschmann & Crabtree, Inc. | 0.22% | 20,218 | $517,783 | $497,161 | -$20,622 | -3.98% | |
| Cowa, Llc | 0.13% | 19,700 | $504,517 | $484,423 | -$20,094 | -3.98% |
Frequently asked questions about IBCA
Who owns the most IBCA stock?
The largest holders of IBCA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2035 TC (IBCA).
Is IBCA widely held by superinvestors?
Many widely followed stocks like IBCA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBCA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.