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Disclosery

IBCA ISHARES TR

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IBONDS DEC 2035 (fund)

93 managers (93 13F filers) reported a position in IBCA shares at 2026-06-30, 10,731,689 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
93
13F filers
93
New
19
Added
45
Reduced
13
Sold out
3
Shares held by filers
10,731,689

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Investment Advisors, LLC2,536,059$64.9M0.86%+250,40913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/935,348$24M<0.01%+128,88313F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp615,529$15.8M1.41%+28,61213F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC542,068$13.9M5.12%+6,26613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY526,169$13.5M<0.01%+80,18413F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.473,436$12.1M1.07%+14,23513F-HR/ATimeline
HighTower Advisors, LLC402,155$10.3M0.01%+54,70313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC392,949$10.1M<0.01%+9,50713F-HRTimelineGroup
Guidance Point Advisors, LLC278,043$7.12M1.5%+14,34513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC269,611$6.9M<0.01%+3,96013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC249,475$6.39M0.02%-1,94613F-HRTimelineGroup
UBS Group AGin group UBS Group AG226,928$5.81M<0.01%+33,93413F-HRTimelineGroup
Krilogy Financial LLC201,612$5.16M0.15%-4,34013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…194,436$4.98M3.03%+46,05313F-HRTimeline
4Thought Financial Group Inc.187,049$4.79M2.25%+7,58313F-HRTimeline
Probity Advisors, Inc.179,280$4.59M0.66%+39,06013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC157,496$4.03M0.04%-25,48513F-HRTimelineGroup
HANCOCK WHITNEY CORP150,100$3.84M0.06%+45,21413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\120,419$3.08M<0.01%+31,37613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…111,642$2.83M<0.01%+36,79013F-HRTimeline
Addison Advisors LLC101,327$2.59M1.23%-84,67913F-HRTimeline
Stonebrook Private Inc.93,687$2.4M0.44%+1,52413F-HRTimeline
ADIRONDACK TRUST CO92,232$2.36M0.7%+10,19613F-HRTimeline
INSTRUMENTAL WEALTH, LLC91,787$2.35M1.19%+39013F-HRTimeline
LPL Financial LLC86,839$2.22M<0.01%+30,23813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC85,992$2.2M0.01%+41,48713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA80,457$2.06M<0.01%+13,77613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.77,812$1.99M0.03%+1,52213F-HRTimeline
Archford Capital Strategies, LLC76,143$1.95M0.2%-4,70113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,050$1.92M<0.01%-7,96813F-HRTimelineGroup
Marathon Mission, Inc.70,199$1.8M0.9%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp60,871$1.56M0.03%-20,85513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,166$1.34M<0.01%+4,29513F-HRTimeline
MCF Advisors LLC47,419$1.21M0.04%013F-HRTimeline
Stokes Family Office, LLC44,950$1.15M0.13%+18,95013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP42,150$1.08M0.07%new13F-HRTimeline
Segment Wealth Management, LLC39,000$999K0.05%+10,79013F-HRTimeline
Gilbert & Cook, Inc.38,270$980K0.11%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp37,731$966K0.02%+6,31013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC37,673$965K0.01%+25,13713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC36,809$943K0.01%013F-HRTimeline
Parallel Advisors, LLC34,141$874K0.01%+4,16013F-HRTimeline
Daviman Financial, LLC32,932$843K0.47%+4,61813F-HRTimeline
LITTLE HOUSE CAPITAL LLC32,669$837K0.19%+1,11813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,973$819K<0.01%new13F-HRTimelineGroup
CFG Wealth Management Services, Inc.30,042$770K0.72%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,752$736K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV25,299$648K<0.01%new13F-HR/ATimeline
Cetera Investment Advisers22,193$568K<0.01%+10,83213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.20,218$518K0.22%new13F-HRTimeline
COWA, LLC19,700$505K0.13%new13F-HRTimeline
Advisory Services Network, LLC19,553$501K0.01%+2,74113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS19,116$490K0.05%new13F-HRTimeline
Valmark Advisers, Inc.16,794$430K<0.01%+1,00113F-HRTimeline
Creative Planningin group Creative Planning16,451$421K<0.01%+97613F-HRTimelineGroup
Beacon Pointe Advisors, LLC14,014$359K<0.01%+1,45613F-HRTimeline
Reliant Wealth Planning13,580$348K0.1%-1,56713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,554$347K<0.01%-44513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,264$339K<0.01%+2,42813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,257$314K<0.01%+1,53913F-HRTimelineGroup
Atria Investments, Inc11,708$300K<0.01%-20813F-HRTimeline
DEARBORN PARTNERS LLC11,640$298K0.02%-9,06513F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,061$283K<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC11,025$282K0.01%new13F-HRTimeline
Quantum Financial Advisors, LLC10,604$272K0.03%+1,42013F-HRTimeline
Mutual Advisors, LLC10,180$261K<0.01%+97413F-HRTimeline
Sarver Vrooman Wealth Advisors10,124$258K0.15%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,011$256K<0.01%+65513F-HRTimelineGroup
Arkadios Wealth Advisors10,000$256K<0.01%013F-HRTimeline
CVA Family Office, LLC9,500$243K0.02%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC9,275$238K0.01%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY9,242$237K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC9,152$234K0.01%013F-HRTimeline
Gradient Capital Advisors, LLC8,733$224K0.05%new13F-HRTimeline
First National Trust Co8,196$210K0.01%-34313F-HRTimeline
Private Advisor Group, LLC8,074$207K<0.01%new13F-HRTimeline
CHOREO, LLC7,846$201K<0.01%new13F-HRTimeline
CNB Bank5,946$152K0.06%+28313F-HRTimeline
IFP Advisors, Inc5,218$134K<0.01%+3,01213F-HRTimeline
Hyposwiss Advisors SA4,105$105K0.1%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,264$83.6K<0.01%+4013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,259$57.9K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,952$50K<0.01%new13F-HRTimeline
10Elms LLP1,400$35.9K0.02%new13F-HRTimeline
Bogart Wealth, LLC1,153$29.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC980$25K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…800$20.5K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP749$19.2K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co745$19.1K<0.01%-2213F-HRTimeline
Blue Trust, Inc.729$18.7K<0.01%new13F-HRTimeline
MidFirst Bank565$14.5K<0.01%new13F-HRTimeline
Bullock Wealth Management Group531$13.5K0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.52$1.33K<0.01%013F-HRTimelineGroup