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