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Disclosery

IBCA ISHARES TR

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IBONDS DEC 2035 (fund)

78 managers (78 13F filers) reported a position in IBCA shares at 2026-03-31, 9,630,915 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
78
13F filers
78
New
20
Added
46
Reduced
3
Sold out
3
Shares held by filers
9,630,915

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC2,285,650$58.6M0.86%+569,90013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/806,465$20.7M<0.01%+62,16913F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp586,917$15M1.51%+18,35013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC535,802$13.7M5.73%+6,01613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.459,201$11.8M1.16%+423,01313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY445,985$11.4M<0.01%+221,66013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC383,442$9.83M<0.01%new13F-HR/ATimelineGroup
HighTower Advisors, LLC347,452$8.91M0.01%+312,21913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC265,651$6.81M<0.01%+73,77813F-HRTimelineGroup
Guidance Point Advisors, LLC263,698$6.76M1.6%+42,05113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC251,421$6.45M0.03%+69,71813F-HRTimelineGroup
Krilogy Financial LLC205,952$5.31M0.17%+44,43913F-HRTimeline
UBS Group AGin group UBS Group AG192,994$4.95M<0.01%+34,38713F-HRTimelineGroup
Addison Advisors LLC186,006$4.77M1.05%+42,72813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC182,981$4.69M0.05%+15,35613F-HRTimelineGroup
4Thought Financial Group Inc.179,466$4.6M2.28%-64713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…148,383$3.8M2.58%+71,14413F-HRTimeline
Probity Advisors, Inc.140,220$3.6M0.57%+55,16413F-HRTimeline
HANCOCK WHITNEY CORP104,886$2.69M0.05%+74,01213F-HRTimeline
Stonebrook Private Inc.92,163$2.36M0.5%+4,87113F-HRTimeline
INSTRUMENTAL WEALTH, LLC91,397$2.34M1.44%+67413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\89,043$2.28M<0.01%+28,77813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC83,018$2.13M<0.01%+15,00213F-HRTimelineGroup
ADIRONDACK TRUST CO82,036$2.1M0.71%+51,43113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp81,726$2.1M0.04%+18,24513F-HRTimelineGroup
Archford Capital Strategies, LLC80,844$2.07M0.24%+4,37713F-HRTimeline
J.W. COLE ADVISORS, INC.76,290$1.96M0.07%+5,70613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…74,852$1.92M<0.01%+57,35413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,681$1.71M<0.01%+5,44013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,775$1.69M<0.01%new13F-HRTimelineGroup
LPL Financial LLC56,601$1.45M<0.01%+23,43613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,871$1.23M<0.01%+16,33113F-HRTimeline
MCF Advisors LLC47,419$1.22M0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,505$1.14M<0.01%+33,00013F-HRTimelineGroup
Gilbert & Cook, Inc.38,270$981K0.13%+19,18513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC36,809$944K0.01%+3,05513F-HRTimeline
LITTLE HOUSE CAPITAL LLC31,551$809K0.21%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp31,421$806K0.02%new13F-HRTimelineGroup
CFG Wealth Management Services, Inc.30,042$770K0.7%+7,82013F-HRTimeline
Parallel Advisors, LLC29,981$769K0.01%+11,74313F-HR/ATimeline
Daviman Financial, LLC28,314$726K0.43%+3,92013F-HRTimeline
Segment Wealth Management, LLC28,210$723K0.04%new13F-HRTimeline
Stokes Family Office, LLC26,000$667K0.07%+4,00013F-HRTimeline
DEARBORN PARTNERS LLC20,705$527K0.03%+8,54713F-HRTimeline
CFO CAPITAL MANAGEMENT LLC18,950$483K0.4%+4,30013F-HRTimeline
Advisory Services Network, LLC16,812$431K0.01%+32913F-HRTimeline
Valmark Advisers, Inc.15,793$405K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning15,475$397K<0.01%new13F-HRTimelineGroup
Reliant Wealth Planning15,147$388K0.12%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,999$359K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,558$322K<0.01%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,536$321K<0.01%new13F-HRTimeline
Atria Investments, Inc11,916$306K<0.01%-24813F-HRTimeline
Cetera Investment Advisers11,361$291K<0.01%+1,30113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,061$284K<0.01%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,836$277K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,718$275K<0.01%013F-HRTimelineGroup
Sarver Vrooman Wealth Advisors10,124$260K0.16%013F-HRTimeline
Arkadios Wealth Advisors10,000$256K<0.01%new13F-HRTimeline
CVA Family Office, LLC9,500$244K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,356$240K<0.01%+9,12813F-HR/ATimelineGroup
Mutual Advisors, LLC9,206$236K0.01%new13F-HRTimeline
Quantum Financial Advisors, LLC9,184$235K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC9,152$235K0.01%new13F-HRTimeline
First National Trust Co8,539$219K0.01%new13F-HRTimeline
CNB Bank5,663$145K0.06%-2613F-HRTimeline
Hyposwiss Advisors SA4,105$105K0.1%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,224$82.7K<0.01%+2413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,259$57.9K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,206$56.6K<0.01%+73313F-HRTimeline
Knights of Columbus Asset Advisors LLC1,437$36.8K<0.01%+56413F-HRTimeline
BALLAST ADVISORS LLC1,181$30.3K0.01%new13F-HR/ATimeline
Bogart Wealth, LLC1,153$29.6K<0.01%+57813F-HRTimeline
Cherry Tree Wealth Management, LLC1,000$25.6K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…800$20.5K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co767$19.7K<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP749$19K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.52$1.33K<0.01%013F-HRTimelineGroup