ISHARES IBON DEC 2036 TC ETF (IBCB) Institutional Ownership Changes & 13F Activity

ISHARES IBON DEC 2036 TC ETF (IBCB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Capital Investment Advisors, Llc, Blackrock, Inc., Mb, Levis & Associates, Llc, Paradigm, Strategies In Wealth Management, Llc, and Arrow Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Parallel Advisors, LlcBuy+2,615+183.5%4,040$95.47KQ3 2026Nov 03, 2026
Kestra Advisory Services, LlcBuy+17,707—17,707$418.42KQ3 2026Nov 02, 2026
Commonwealth Equity Services, LlcBuy+6,373+60.2%16,957$400.69KQ3 2026Nov 02, 2026
Pioneer Family Office, LlcBuy+1,461—1,461$34.52KQ3 2026Oct 30, 2026
High Note Wealth, LlcBuy+384—384$9.07KQ3 2026Oct 27, 2026
Arrow Financial CorpBuy+112,511+85.2%244,579$5.78MQ3 2026Oct 26, 2026
Capital Investment Advisors, LlcBuy+720,203+240.5%1,019,718$24.10MQ3 2026Oct 22, 2026
Mb, Levis & Associates, LlcBuy+231,022+41.9%782,135$18.48MQ3 2026Oct 16, 2026
Paradigm, Strategies In Wealth Management, LlcBuy+212,505—212,505$5.02MQ3 2026Oct 16, 2026
Guidance Point Advisors, LlcBuy+11,706—11,706$276.61KQ3 2026Oct 15, 2026
Community Financial Services Group, LlcBuy+1,619—1,619$38.19KQ3 2026Oct 15, 2026
Cherry Tree Wealth Management, LlcBuy+1,337—1,337$31.59KQ3 2026Oct 15, 2026
Adirondack Trust CoBuy+13,376+223.2%19,370$457.49KQ3 2026Oct 14, 2026
Cliftonlarsonallen Wealth Advisors, LlcBuy+13,213+47.6%40,994$968.69KQ3 2026Oct 14, 2026
Wealth Enhancement Advisory Services, LlcBuy+27,503+49.7%82,889$1.96MQ3 2026Oct 13, 2026
Krilogy Financial LlcBuy+15,578+7.6%219,263$5.20MQ3 2026Oct 13, 2026
Forteris Wealth Management Inc.Buy+12,496—12,496$295.28KQ3 2026Oct 13, 2026
Mcglone Suttner Wealth Management, Inc.Buy+12,336—12,336$291.51KQ3 2026Oct 13, 2026
Koesten, Hirschmann & Crabtree, Inc.Buy+885+7.0%13,440$317.59KQ3 2026Oct 13, 2026
Marathon Mission, Inc.Buy+15,010+25.0%75,131$1.78MQ3 2026Oct 01, 2026
Citadel Advisors LlcSell-17,154-100.0%0$0.00Q3 2026Sep 02, 2026
Jane Street Group, LlcSell-65,581-100.0%0$0.00Q3 2026Aug 14, 2026
Susquehanna International Group, LlpSell-61,086-100.0%0$0.00Q3 2026Aug 14, 2026
Royal Bank Of CanadaSell-19,774-100.0%0$0.00Q3 2026Aug 14, 2026
Coldstream Capital Management IncSell-8,015-100.0%0$0.00Q3 2026Aug 14, 2026
Cetera Investment AdvisersSell-12,785-100.0%0$0.00Q3 2026Aug 12, 2026
Blackrock, Inc.Sell-400,000-100.0%0$0.00Q3 2026Aug 07, 2026
Capital Analysts, LlcSell-1,000-100.0%0$0.00Q3 2026Aug 05, 2026
Gilbert & Cook, Inc.Sell-27,721-100.0%0$0.00Q3 2026Jul 28, 2026
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Frequently asked questions about IBCB activity

  • Which institutional owners are buying IBCB?

    Institutional owners buying IBCB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBCB activity?

    "Buy" means an investor increased their reported position in IBCB compared to the prior reporting period. This reflects growing exposure to ISHARES IBON DEC 2036 TC ETF (IBCB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBCB increasing?

    Institutional interest in IBCB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.