IBCB Institutional Ownership & Shareholders
ISHARES IBON DEC 2036 TC ETF (IBCB) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.32M 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 IBCB tracked by InsiderSet, reporting ownership valued at approximately $24.10M 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 $24.45M, representing an estimated gain of +1.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed IBCB value among the investors covered in this analysis. Major shareholders include Capital Investment Advisors, Llc, Mb, Levis & Associates, Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in ISHARES IBON DEC 2036 TC ETF (IBCB).
This page ranks the largest institutional IBCB 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
29
Total Reported Value
$81.32M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$24.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
29
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 | 0.32% | 1,019,718 | $24,095,940 | $24,452,838 | +$356,898 | +1.48% | |
| Mb, Levis & Associates, Llc | 6.78% | 782,135 | $18,481,839 | $18,755,597 | +$273,758 | +1.48% | |
| Blackrock, Inc. | 0.00% | 400,000 | $10,064,000 | $9,592,000 | -$472,000 | -4.69% | |
| Arrow Financial Corp | 0.53% | 244,579 | $5,779,402 | $5,865,004 | +$85,602 | +1.48% | |
| Krilogy Financial Llc | 0.14% | 219,263 | $5,199,832 | $5,257,927 | +$58,095 | +1.12% | |
| Paradigm, Strategies In Wealth Management, Llc | 3.22% | 212,505 | $5,021,493 | $5,095,870 | +$74,377 | +1.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 82,889 | $1,963,233 | $1,987,678 | +$24,445 | +1.25% | |
| Marathon Mission, Inc. | 0.90% | 75,131 | $1,775,346 | $1,801,641 | +$26,295 | +1.48% | |
| Jane Street Group, Llc | 0.00% | 65,581 | $1,650,018 | $1,572,632 | -$77,386 | -4.69% | |
| Susquehanna International Group, Llp | 0.00% | 61,086 | $1,536,924 | $1,464,842 | -$72,082 | -4.69% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.01% | 40,994 | $968,689 | $983,036 | +$14,347 | +1.48% | |
| Gilbert & Cook, Inc. | 0.08% | 27,721 | $697,460 | $664,750 | -$32,710 | -4.69% | |
| Royal Bank Of Canada | 0.00% | 19,774 | $498,000 | $474,181 | -$23,819 | -4.78% | |
| Adirondack Trust Co | 0.14% | 19,370 | $457,487 | $464,493 | +$7,006 | +1.53% | |
| Citadel Advisors Llc | 0.00% | 17,154 | $431,595 | $411,353 | -$20,242 | -4.69% | |
| Kestra Advisory Services, Llc | 0.00% | 17,707 | $418,416 | $424,614 | +$6,198 | +1.48% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,957 | $400,690 | $406,629 | +$5,939 | +1.48% | |
| Cetera Investment Advisers | 0.00% | 12,785 | $321,668 | $306,584 | -$15,084 | -4.69% | |
| Koesten, Hirschmann & Crabtree, Inc. | 0.13% | 13,440 | $317,588 | $322,291 | +$4,703 | +1.48% | |
| Forteris Wealth Management Inc. | 0.24% | 12,496 | $295,280 | $299,654 | +$4,374 | +1.48% | |
| Mcglone Suttner Wealth Management, Inc. | 0.03% | 12,336 | $291,508 | $295,817 | +$4,309 | +1.48% | |
| Guidance Point Advisors, Llc | 0.06% | 11,706 | $276,613 | $280,710 | +$4,097 | +1.48% | |
| Coldstream Capital Management Inc | 0.00% | 8,015 | $201,658 | $192,200 | -$9,458 | -4.69% | |
| Community Financial Services Group, Llc | 0.01% | 1,619 | $38,192 | $38,824 | +$632 | +1.65% | |
| Parallel Advisors, Llc | 0.00% | 1,425 | $35,853 | $34,172 | -$1,682 | -4.69% | |
| Pioneer Family Office, Llc | 0.02% | 1,461 | $34,518 | $35,035 | +$517 | +1.50% | |
| Cherry Tree Wealth Management, Llc | 0.01% | 1,337 | $31,594 | $32,061 | +$467 | +1.48% | |
| Capital Analysts, Llc | 0.00% | 1,000 | $25,000 | $23,980 | -$1,020 | -4.08% | |
| High Note Wealth, Llc | 0.00% | 384 | $9,074 | $9,208 | +$134 | +1.48% |
Frequently asked questions about IBCB
Who are the largest institutional holders of IBCB?
The largest institutional holders of IBCB reported in the latest SEC Form 13F filings include Capital Investment Advisors, Llc, Mb, Levis & Associates, Llc, Blackrock, Inc., Arrow Financial Corp, and Krilogy Financial Llc. InsiderSet ranks institutional holders by their latest reported IBCB position.
What is IBCB institutional ownership?
This page tracks IBCB positions reported by institutional investment managers through SEC Form 13F. ISHARES IBON DEC 2036 TC ETF (IBCB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBCB?
InsiderSet currently tracks 29 institutional managers reporting IBCB 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 IBCB shareholders.
How much IBCB stock do institutions own?
Institutional investment managers disclosed approximately $81.32M in IBCB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBCB institutional ownership last updated?
The latest IBCB 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 IBCB 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 IBCB position after the reporting date.
Are institutions buying or selling IBCB?
Institutional buying and selling can be analyzed by comparing IBCB positions across consecutive 13F reporting periods. InsiderSet's IBCB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBCB ownership changes.
How has IBCB institutional ownership changed over time?
InsiderSet tracks IBCB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.