IBCA ISHARES TR
FollowIBONDS DEC 2035 (fund)
12 managers (12 13F filers) reported a position in IBCA shares at 2025-06-30, 1,113,727 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 11
- Added
- 0
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 1,113,727
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 1,027,956 | $26.3M | 0.47% | new | 13F-HR/ATimeline |
| UBS Group AGin group UBS Group AG | 33,100 | $848K | <0.01% | new | 13F-HRTimelineGroup |
| Advisory Services Network, LLC | 13,807 | $352K | 0.01% | new | 13F-HRTimeline |
| Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp | 12,167 | $312K | 0.01% | new | 13F-HRTimelineGroup |
| Atria Investments, Inc | 9,384 | $241K | <0.01% | new | 13F-HRTimeline |
| Guidance Point Advisors, LLC | 8,439 | $216K | 0.06% | new | 13F-HRTimeline |
| ADIRONDACK TRUST CO | 5,452 | $140K | 0.05% | new | 13F-HRTimeline |
| Addison Advisors LLC | 1,235 | $31.7K | 0.01% | new | 13F-HRTimeline |
| Cherry Tree Wealth Management, LLC | 1,000 | $25.6K | 0.01% | new | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 958 | $24.6K | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 229 | $6K | <0.01% | new | 13F-HR/ATimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |