iShares Ibonds Dec 2035 TCIBCAETF

13F holders, Q1 2026 (March 31)
78holders +16
20new positions
3sold out
1famous investor
$25.64avg. 13F price*

At the end of Q1 2026, 78 institutions reported holding iShares Ibonds Dec 2035 TC (IBCA) in their 13F filings, up 16 from Q4 2025. 20 opened new positions and 3 sold out. The largest holders were Capital Investment Advisors, LLC ($58.6M), Bank of America Corp. ($20.7M) and Arrow Financial Corp ($15.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions20$17.4M
Exits3$846K

All 13F filers, Q4 2025 → Q1 2026: 3,155,884 shares bought and 33,530 shares sold, net +3,122,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Capital Investment Advisors, LLC 0.86% Add +33.2% 2,285,650 $58.6M
Bank of America Corp. 0.00% Add +8.3% 806,465 $20.7M
Arrow Financial Corp 1.51% Add +3.2% 586,917 $15.0M
Mb, Levis & Associates, LLC 5.73% Add +1.1% 535,802 $13.7M
MV Capital Management, Inc. 1.16% Add +1168.9% 459,201 $11.8M
Morgan Stanley 0.00% Add +98.8% 445,985 $11.4M
Ameriprise Financial Inc. 0.00% New 383,442 $9.8M
HighTower Advisors, LLC 0.01% Add +886.2% 347,452 $8.9M
Raymond James Financial Inc. 0.00% Add +38.5% 265,651 $6.8M
Guidance Point Advisors, LLC 1.64% Add +19.0% 263,698 $6.8M
Lido Advisors, LLC 0.03% Add +38.4% 251,421 $6.4M
Krilogy Financial LLC 0.17% Add +27.5% 205,952 $5.3M
UBS Group AG 0.00% Add +21.7% 192,994 $4.9M
Addison Advisors LLC 1.05% Add +29.8% 186,006 $4.8M
Benjamin Edwards Inc. 0.05% Add +9.2% 182,981 $4.7M
4Thought Financial Group Inc. 2.28% Reduce -0.4% 179,466 $4.6M
Paradigm, Strategies in Wealth Management, LLC 2.58% Add +92.1% 148,383 $3.8M
Probity Advisors, Inc. 0.57% Add +64.9% 140,220 $3.6M
Hancock Whitney Corp. 0.05% Add +239.7% 104,886 $2.7M
Stonebrook Private Inc. 0.50% Add +5.6% 92,163 $2.4M
Instrumental Wealth, LLC 1.44% Add +0.7% 91,397 $2.3M
US Bancorp \de 0.00% Add +47.8% 89,043 $2.3M
Envestnet Asset Management Inc. 0.00% Add +22.1% 83,018 $2.1M
Adirondack Trust Co. 0.71% Add +168.1% 82,036 $2.1M
Atlantic Union Bankshares Corp 0.04% Add +28.7% 81,726 $2.1M
Archford Capital Strategies, LLC 0.24% Add +5.7% 80,844 $2.1M
J.W. Cole Advisors, Inc. 0.07% Add +8.1% 76,290 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +327.8% 74,852 $1.9M
Royal Bank of Canada 0.00% Add +8.9% 66,681 $1.7M
Citadel Advisors 0.00% New 65,775 $1.7M
LPL Financial LLC 0.00% Add +70.7% 56,601 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +51.8% 47,871 $1.2M
MCF Advisors LLC 0.05% No change 47,419 $1.2M
Kestra Advisory Services, LLC 0.00% Add +286.8% 44,505 $1.1M
Gilbert & Cook, Inc. 0.13% Add +100.5% 38,270 $981K
Coldstream Capital Management Inc. 0.01% Add +9.1% 36,809 $944K
Little House Capital LLC 0.21% New 31,551 $809K
Associated Banc-Corp 0.02% New 31,421 $806K
CFG Wealth Management Services, Inc. 0.73% Add +35.2% 30,042 $770K
Parallel Advisors, LLC 0.01% Add +64.4% 29,981 $769K
Daviman Financial, LLC 0.43% Add +16.1% 28,314 $726K
Segment Wealth Management, LLC 0.04% New 28,210 $723K
Stokes Family Office, LLC 0.07% Add +18.2% 26,000 $667K
Dearborn Partners LLC 0.03% Add +70.3% 20,705 $527K
Cfo Capital Management LLC 0.40% Add +29.4% 18,950 $483K
Advisory Services Network, LLC 0.01% Add +2.0% 16,812 $431K
Valmark Advisers, Inc. 0.00% New 15,793 $405K
Creative Planning 0.00% New 15,475 $397K
Reliant Wealth Planning 0.12% No change 15,147 $388K
Captrust Financial Advisors 0.00% New 13,999 $359K
Beacon Pointe Advisors, LLC 0.00% New 12,558 $322K
Cliftonlarsonallen Wealth Advisors, LLC 0.00% New 12,536 $321K
Atria Investments, Inc 0.00% Reduce -2.0% 11,916 $306K
Cetera Investment Advisers 0.00% Add +12.9% 11,361 $291K
Truist Financial Corp. 0.00% No change 11,061 $284K
United Capital Financial Advisors, LLC 0.00% New 10,836 $277K
Northwestern Mutual Wealth Management Co. 0.00% No change 10,718 $275K
Sarver Vrooman Wealth Advisors 0.16% No change 10,124 $260K
Arkadios Wealth Advisors 0.00% New 10,000 $256K
CVA Family Office, LLC 0.03% New 9,500 $244K
Wells Fargo & Company 0.00% Add +4003.5% 9,356 $240K
Mutual Advisors, LLC 0.01% New 9,206 $236K
Quantum Financial Advisors, LLC 0.03% New 9,184 $235K
Snowden Capital Advisors LLC 0.01% New 9,152 $235K
First National Trust Co 0.01% New 8,539 $219K
CNB Bank 0.06% Reduce -0.5% 5,663 $145K
Hyposwiss Advisors SA 0.10% No change 4,105 $105K
Rockefeller Capital Management L.P. 0.00% Add +0.8% 3,224 $83K
Osaic Holdings, Inc. 0.00% No change 2,259 $58K
IFP Advisors, Inc 0.00% Add +49.8% 2,206 $57K
Knights of Columbus Asset Advisors LLC 0.00% Add +64.6% 1,437 $37K
Ballast Advisors LLC 0.01% New 1,181 $30K
Bogart Wealth, LLC 0.00% Add +100.5% 1,153 $30K
Cherry Tree Wealth Management, LLC 0.01% No change 1,000 $26K
Fifth Third Bancorp 0.00% New 800 $21K
CENTRAL TRUST Co 0.00% Add +0.1% 767 $20K
Jones Financial Companies LLLP 0.00% New 749 $19K
BlackRock, Inc. 0.00% No change 52 $1K

"% 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.