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Ishares Ibon DEC 2036 TC ETF (IBCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares1,019,718 from 299,515
Change+720,203 (+240%)
Value$24.1M (+$16.6M)
Filed 2026-10-22
MB, Levis & Associates, LLC
INCREASED
Shares782,135 from 551,113
Change+231,022 (+42%)
Value$18.5M (+$4.6M)
Filed 2026-10-16
Arrow Financial Corp
INCREASED
Shares244,579 from 132,068
Change+112,511 (+85%)
Value$5.8M (+$2.5M)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares219,263 from 203,685
Change+15,578 (+8%)
Value$5.2M (+$75.1K)
Filed 2026-10-13
Paradigm, Strategies in Wealth Management, LLC
NEW
Shares212,505
Change+212,505
Value$5.0M
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares82,889 from 55,386
Change+27,503 (+50%)
Value$2.0M (+$587.2K)
Filed 2026-10-13
Marathon Mission, Inc.
INCREASED
Shares75,131 from 60,121
Change+15,010 (+25%)
Value$1.8M (+$262.7K)
Filed 2026-10-01
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares40,994 from 27,781
Change+13,213 (+48%)
Value$968.7K (+$269.7K)
Filed 2026-10-14
Adirondack Trust Co
INCREASED
Shares19,370 from 5,994
Change+13,376 (+223%)
Value$457.5K (+$306.7K)
Filed 2026-10-14
Kestra Advisory Services, LLC
NEW
Shares17,707
Change+17,707
Value$418.4K
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares16,957 from 10,584
Change+6,373 (+60%)
Value$400.7K (+$134.4K)
Filed 2026-11-02
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares13,440 from 12,555
Change+885 (+7%)
Value$317.6K (+$1.7K)
Filed 2026-10-13
Forteris Wealth Management Inc.
NEW
Shares12,496
Change+12,496
Value$295.3K
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
NEW
Shares12,336
Change+12,336
Value$291.5K
Filed 2026-10-13
Lido Advisors, LLC
NEW
Shares12,264
Change+12,264
Value$289.8K
Filed 2026-11-04
Guidance Point Advisors, LLC
NEW
Shares11,706
Change+11,706
Value$276.6K
Filed 2026-10-15
J.W. Cole Advisors, Inc.
NEW
Shares10,126
Change+10,126
Value$239.3K
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares4,040 from 1,425
Change+2,615 (+184%)
Value$95.5K (+$59.6K)
Filed 2026-11-03
Community Financial Services Group, LLC
NEW
Shares1,619
Change+1,619
Value$38.2K
Filed 2026-10-15
Pioneer Family Office, LLC
NEW
Shares1,461
Change+1,461
Value$34.5K
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
NEW
Shares1,337
Change+1,337
Value$31.6K
Filed 2026-10-15
Bullock Wealth Management Group
INCREASED
Shares547 from 541
Change+6 (+1%)
Value$12.9K (-$620)
Filed 2026-10-09
High Note Wealth, LLC
NEW
Shares384
Change+384
Value$9.1K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares64
Change+64
Value$1.5K
Filed 2026-10-21
HighTower Advisors, LLC
N/A
Shares— from 553,949
Change-553,949 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 65,581
Change-65,581 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 61,086
Change-61,086 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 27,721
Change-27,721 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,774
Change-19,774 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,154
Change-17,154 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,785
Change-12,785 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 8,015
Change-8,015 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED1,019,718299,515+720,203+240%$7.5M$24.1M+$16.6M2026-10-22
MB, Levis & Associates, LLC
INCREASED782,135551,113+231,022+42%$13.9M$18.5M+$4.6M2026-10-16
Arrow Financial Corp
INCREASED244,579132,068+112,511+85%$3.3M$5.8M+$2.5M2026-10-26
Krilogy Financial LLC
INCREASED219,263203,685+15,578+8%$5.1M$5.2M+$75.1K2026-10-13
Paradigm, Strategies in Wealth Management, LLC
NEW212,505—+212,505——$5.0M—2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED82,88955,386+27,503+50%$1.4M$2.0M+$587.2K2026-10-13
Marathon Mission, Inc.
INCREASED75,13160,121+15,010+25%$1.5M$1.8M+$262.7K2026-10-01
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED40,99427,781+13,213+48%$699.0K$968.7K+$269.7K2026-10-14
Adirondack Trust Co
INCREASED19,3705,994+13,376+223%$150.7K$457.5K+$306.7K2026-10-14
Kestra Advisory Services, LLC
NEW17,707—+17,707——$418.4K—2026-11-02
Commonwealth Equity Services, LLC
INCREASED16,95710,584+6,373+60%$266.3K$400.7K+$134.4K2026-11-02
Koesten, Hirschmann & Crabtree, Inc.
INCREASED13,44012,555+885+7%$315.9K$317.6K+$1.7K2026-10-13
Forteris Wealth Management Inc.
NEW12,496—+12,496——$295.3K—2026-10-13
McGlone Suttner Wealth Management, Inc.
NEW12,336—+12,336——$291.5K—2026-10-13
Lido Advisors, LLC
NEW12,264—+12,264——$289.8K—2026-11-04
Guidance Point Advisors, LLC
NEW11,706—+11,706——$276.6K—2026-10-15
J.W. Cole Advisors, Inc.
NEW10,126—+10,126——$239.3K—2026-11-05
Parallel Advisors, LLC
INCREASED4,0401,425+2,615+184%$35.9K$95.5K+$59.6K2026-11-03
Community Financial Services Group, LLC
NEW1,619—+1,619——$38.2K—2026-10-15
Pioneer Family Office, LLC
NEW1,461—+1,461——$34.5K—2026-10-30
Cherry Tree Wealth Management, LLC
NEW1,337—+1,337——$31.6K—2026-10-15
Bullock Wealth Management Group
INCREASED547541+6+1%$13.5K$12.9K-$6202026-10-09
High Note Wealth, LLC
NEW384—+384——$9.1K—2026-10-27
Root Financial Partners, LLC
NEW64—+64——$1.5K—2026-10-21
HighTower Advisors, LLC
N/A—553,949-553,949-100%$13.9M———
BlackRock, Inc.
N/A—400,000-400,000-100%$10.1M———
Jane Street Group, LLC
N/A—65,581-65,581-100%$1.7M———
Susquehanna International Group, LLP
N/A—61,086-61,086-100%$1.5M———
Gilbert & Cook, Inc.
N/A—27,721-27,721-100%$697.5K———
Royal Bank of Canada
N/A—19,774-19,774-100%$498.0K———
Citadel Advisors LLC
N/A—17,154-17,154-100%$431.6K———
Cetera Investment Advisers
N/A—12,785-12,785-100%$321.7K———
BFC Planning, Inc.
N/A—12,576-12,576-100%$316.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—12,576-12,576-100%$316.4K———
Coldstream Capital Management Inc
N/A—8,015-8,015-100%$201.7K———
Capital Analysts, LLC
N/A—1,000-1,000-100%$25———
Showing 36 of 36 institutions