Ishares Ibon DEC 2036 TC ETF (IBCB)

CUSIP: 46438G166 | NYSE | 35 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/ABlackRock Portfolio Management LLC	305,000	4.8%	Unchanged	Sep 30, 2026	No 13F filer matched

13G/ABlackRock Portfolio Management LLC305,000

4.8% of class · Sep 30, 2026

Institutional Holders — Q3 2026

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Capital Investment Advisors, LLC1,019,718

0.3% of portfolio$24.1M

MB, Levis & Associates, LLC782,135

6.8% of portfolio$18.5M

Arrow Financial Corp244,579

0.5% of portfolio$5.8M

Krilogy Financial LLC219,263

0.1% of portfolio$5.2M

Paradigm, Strategies in Wealth Management, LLC212,505

3.2% of portfolio$5.0M

Wealth Enhancement Advisory Services, LLC82,889

0.0% of portfolio$2.0M

Marathon Mission, Inc.75,131

0.9% of portfolio$1.8M

Cliftonlarsonallen Wealth Advisors, LLC40,994

0.0% of portfolio$968.7K

Adirondack Trust Co19,370

0.1% of portfolio$457.5K

Kestra Advisory Services, LLC17,707

0.0% of portfolio$418.4K

Commonwealth Equity Services, LLC16,957

0.0% of portfolio$400.7K

Koesten, Hirschmann & Crabtree, Inc.13,440

0.1% of portfolio$317.6K

Forteris Wealth Management Inc.12,496

0.2% of portfolio$295.3K

McGlone Suttner Wealth Management, Inc.12,336

0.0% of portfolio$291.5K

Lido Advisors, LLC12,264

0.0% of portfolio$289.8K

Guidance Point Advisors, LLC11,706

0.1% of portfolio$276.6K

Parallel Advisors, LLC4,040

0.0% of portfolio$95.5K

Community Financial Services Group, LLC1,619

0.0% of portfolio$38.2K

Pioneer Family Office, LLC1,461

0.0% of portfolio$34.5K

Cherry Tree Wealth Management, LLC1,337

0.0% of portfolio$31.6K

Bullock Wealth Management Group547

0.0% of portfolio$12.9K

High Note Wealth, LLC384

0.0% of portfolio$9.1K

Root Financial Partners, LLC64

0.0% of portfolio$1.5K

				Style	Turnover	Location	Filed
Capital Investment Advisors, LLC	1,019,718	$24.1M	0.3%	Core	Low	Atlanta, GA	2026-10-22
MB, Levis & Associates, LLC	782,135	$18.5M	6.8%	ETF	Very Low	Center Valley, PA	2026-10-16
Arrow Financial Corp	244,579	$5.8M	0.5%	ETF	Low	Glens Falls, NY	2026-10-26
Krilogy Financial LLC	219,263	$5.2M	0.1%	Growth	Low	St. Louis, MO	2026-10-13
Paradigm, Strategies in Wealth Management, LLC	212,505	$5.0M	3.2%	ETF	Low	Maple Grove, MN	2026-10-16
Wealth Enhancement Advisory Services, LLC	82,889	$2.0M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Marathon Mission, Inc.	75,131	$1.8M	0.9%	ETF	Very Low	Albany, NY	2026-10-01
Cliftonlarsonallen Wealth Advisors, LLC	40,994	$968.7K	0.0%	ETF	Low	Minneapolis, MN	2026-10-14
Adirondack Trust Co	19,370	$457.5K	0.1%	Growth	Low	Saratoga Springs, NY	2026-10-14
Kestra Advisory Services, LLC	17,707	$418.4K	0.0%	Core	Low	Austin, TX	2026-11-02
Commonwealth Equity Services, LLC	16,957	$400.7K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Koesten, Hirschmann & Crabtree, Inc.	13,440	$317.6K	0.1%	ETF	Very Low	Overland Park, KS	2026-10-13
Forteris Wealth Management Inc.	12,496	$295.3K	0.2%	ETF	Very Low	Armonk, NY	2026-10-13
McGlone Suttner Wealth Management, Inc.	12,336	$291.5K	0.0%	ETF	Very Low	Appleton, WI	2026-10-13
Lido Advisors, LLC	12,264	$289.8K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Guidance Point Advisors, LLC	11,706	$276.6K	0.1%	ETF	Very Low	Wellesley, MA	2026-10-15
Parallel Advisors, LLC	4,040	$95.5K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Community Financial Services Group, LLC	1,619	$38.2K	0.0%	Growth	Low	Newport, VT	2026-10-15
Pioneer Family Office, LLC	1,461	$34.5K	0.0%	ETF	Medium	North Miami Beach, FL	2026-10-30
Cherry Tree Wealth Management, LLC	1,337	$31.6K	0.0%	ETF	Very Low	Minnetonka, MN	2026-10-15
Bullock Wealth Management Group	547	$12.9K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
High Note Wealth, LLC	384	$9.1K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Root Financial Partners, LLC	64	$1.5K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21