ISHARES IBON DEC 2036 TC ETF (IBCB) Institutional Shareholders
ISHARES IBON DEC 2036 TC ETF (IBCB) 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 $49.63M in IBCB holdings during the latest filing period.
Mb, Levis & Associates, Llc is currently the largest disclosed institutional shareholder of IBCB tracked by InsiderSet, reporting ownership valued at approximately $13.87M 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 $13.31M, representing an estimated loss of -4.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed IBCB value among the investors covered in this analysis. Major shareholders include Mb, Levis & Associates, Llc, Blackrock, Inc., Capital Investment Advisors, Llc, 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
20
Total Reported Value
$49.63M
Largest Holder
Mb, Levis & Associates, Llc
Largest Position
$13.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mb, Levis & Associates, Llc | 5.11% | 551,113 | $13,865,998 | $13,309,379 | -$556,619 | -4.01% | |
| Blackrock, Inc. | 0.00% | 400,000 | $10,064,000 | $9,660,000 | -$404,000 | -4.01% | |
| Capital Investment Advisors, Llc | 0.10% | 299,515 | $7,535,797 | $7,233,287 | -$302,510 | -4.01% | |
| Krilogy Financial Llc | 0.15% | 203,685 | $5,124,715 | $4,918,993 | -$205,722 | -4.01% | |
| Arrow Financial Corp | 0.30% | 132,068 | $3,322,831 | $3,189,442 | -$133,389 | -4.01% | |
| Jane Street Group, Llc | 0.00% | 65,581 | $1,650,018 | $1,583,781 | -$66,237 | -4.01% | |
| Susquehanna International Group, Llp | 0.00% | 61,086 | $1,536,924 | $1,475,227 | -$61,697 | -4.01% | |
| Marathon Mission, Inc. | 0.76% | 60,121 | $1,512,644 | $1,451,922 | -$60,722 | -4.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 55,386 | $1,376,059 | $1,337,572 | -$38,487 | -2.80% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.01% | 27,781 | $698,970 | $670,911 | -$28,059 | -4.01% | |
| Gilbert & Cook, Inc. | 0.08% | 27,721 | $697,460 | $669,462 | -$27,998 | -4.01% | |
| Royal Bank Of Canada | 0.00% | 19,774 | $498,000 | $477,542 | -$20,458 | -4.11% | |
| Citadel Advisors Llc | 0.00% | 17,154 | $431,595 | $414,269 | -$17,326 | -4.01% | |
| Cetera Investment Advisers | 0.00% | 12,785 | $321,668 | $308,758 | -$12,910 | -4.01% | |
| Koesten, Hirschmann & Crabtree, Inc. | 0.13% | 12,555 | $315,884 | $303,203 | -$12,681 | -4.01% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,584 | $266,290 | $255,604 | -$10,686 | -4.01% | |
| Coldstream Capital Management Inc | 0.00% | 8,015 | $201,658 | $193,562 | -$8,096 | -4.01% | |
| Adirondack Trust Co | 0.04% | 5,994 | $150,745 | $144,755 | -$5,990 | -3.97% | |
| Parallel Advisors, Llc | 0.00% | 1,425 | $35,853 | $34,414 | -$1,439 | -4.01% | |
| Capital Analysts, Llc | 0.00% | 1,000 | $25,000 | $24,150 | -$850 | -3.40% |
Frequently asked questions about IBCB
Who owns the most IBCB stock?
The largest holders of IBCB 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 IBON DEC 2036 TC ETF (IBCB).
Is IBCB widely held by superinvestors?
Many widely followed stocks like IBCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBCB 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.