iShares Ibonds Dec 2035 TCIBCAETF

13F holders, Q3 2025 (September 30)
29holders +18
20new positions
2sold out
$26.04avg. 13F price*

At the end of Q3 2025, 29 institutions reported holding iShares Ibonds Dec 2035 TC (IBCA) in their 13F filings, up 18 from Q2 2025. 20 opened new positions and 2 sold out. The largest holders were Capital Investment Advisors, LLC ($36.0M), Mb, Levis & Associates, LLC ($13.6M) and Lido Advisors, LLC ($4.4M).

Company
iShares Ibonds Dec 2035 TC
CUSIP
46438G372
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2025: 2Q1 2025Q2 2025: 11Q2 2025Q3 2025: 29Q3 2025Q4 2025: 62Q4 2025Q1 2026: 78Q1 2026Q2 2026: 94Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$28.4M
Exits2$265K

All 13F filers, Q2 2025 → Q3 2025: 1,636,702 shares bought and 10,342 shares sold, net +1,626,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders
Capital Investment Advisors, LLC 0.59% Add +34.6% 1,383,525 $36.0M
Mb, Levis & Associates, LLC 5.89% New 522,889 $13.6M
Lido Advisors, LLC 0.02% New 167,997 $4.4M
UBS Group AG 0.00% Add +210.8% 102,865 $2.7M
Instrumental Wealth, LLC 1.48% New 80,841 $2.1M
J.W. Cole Advisors, Inc. 0.03% New 67,089 $1.7M
Royal Bank of Canada 0.00% Add +22263.8% 51,213 $1.3M
Paradigm, Strategies in Wealth Management, LLC 0.83% New 49,976 $1.3M
Probity Advisors, Inc. 0.16% New 36,998 $963K
Jane Street Group, LLC 0.00% New 33,729 $878K
Addison Advisors LLC 0.17% Add +2196.6% 28,363 $739K
Guidance Point Advisors, LLC 0.18% Add +222.6% 27,220 $709K
MCF Advisors LLC 0.04% New 27,205 $708K
Atlantic Union Bankshares Corp 0.01% Add +70.7% 20,774 $541K
Adirondack Trust Co. 0.18% Add +273.7% 20,372 $530K
Commonwealth Equity Services, LLC 0.00% New 18,591 $484K
Coldstream Capital Management Inc. 0.01% New 17,114 $446K
Reliant Wealth Planning 0.13% New 15,147 $394K
Advisory Services Network, LLC 0.01% Add +0.8% 13,915 $362K
Wealth Enhancement Advisory Services, LLC 0.00% New 13,833 $360K
Truist Financial Corp. 0.00% New 10,671 $278K
HighTower Advisors, LLC 0.00% New 10,629 $277K
Sarver Vrooman Wealth Advisors 0.17% New 10,124 $264K
Northwestern Mutual Wealth Management Co. 0.00% New 5,992 $156K
Cherry Tree Wealth Management, LLC 0.01% No change 1,000 $26K
Knights of Columbus Asset Advisors LLC 0.00% New 873 $23K
NBT Bank, N.A. 0.00% New 715 $19K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 338 $9K
Parallel Advisors, LLC 0.00% New 89 $2K

"% of holder's portfolio" is IBCA's weight in each manager's 13F, not the share of iShares Ibonds Dec 2035 TC the manager owns.