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Ishares Ibonds DEC 2035 TC (IBCA)

CUSIP: 46438G372 | NYSE | 110 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Capital Investment Advisors, LLC2,774,379
0.9% of portfolio›$66.8M
Arrow Financial Corp615,326
1.4% of portfolio›$14.8M
MB, Levis & Associates, LLC531,639
4.7% of portfolio›$12.8M
MV Capital Management, Inc.486,396
1.1% of portfolio›$11.7M
Guidance Point Advisors, LLC302,404
1.5% of portfolio›$7.3M
Krilogy Financial LLC220,429
0.1% of portfolio›$5.3M
Lido Advisors, LLC215,206
0.0% of portfolio›$5.2M
Probity Advisors, Inc.206,553
0.7% of portfolio›$5.0M
4Thought Financial Group Inc.187,650
2.1% of portfolio›$4.5M
Paradigm, Strategies in Wealth Management, LLC187,270
2.9% of portfolio›$4.5M
Kestra Advisory Services, LLC146,546
0.0% of portfolio›$3.5M
Wealth Enhancement Advisory Services, LLC123,475
0.0% of portfolio›$3.0M
Instrumental Wealth, LLC97,102
1.1% of portfolio›$2.3M
Adirondack Trust Co96,173
0.7% of portfolio›$2.3M
Lyell Wealth Management, LP86,600
0.1% of portfolio›$2.1M
Marathon Mission, Inc.84,698
1.0% of portfolio›$2.0M
Archford Capital Strategies, LLC74,781
0.2% of portfolio›$1.8M
Segment Wealth Management, LLC56,595
0.1% of portfolio›$1.4M
Commonwealth Equity Services, LLC54,194
0.0% of portfolio›$1.3M
Associated Banc-Corp52,215
0.0% of portfolio›$1.3M
MCF Advisors LLC47,419
0.0% of portfolio›$1.1M
Cliftonlarsonallen Wealth Advisors, LLC37,755
0.0% of portfolio›$908.8K
Parallel Advisors, LLC36,977
0.0% of portfolio›$890.0K
Cowa, LLC32,435
0.2% of portfolio›$780.7K
CFG Wealth Management Services, Inc.30,042
0.7% of portfolio›$722.0K
Koesten, Hirschmann & Crabtree, Inc.20,558
0.2% of portfolio›$494.8K
Howland Capital Management LLC19,069
0.0% of portfolio›$459.0K
Romano Brothers and Company16,908
0.0% of portfolio›$407.0K
Creative Planning15,549
0.0% of portfolio›$374.3K
Quantum Financial Advisors, LLC14,925
0.0% of portfolio›$359.3K
Fulton Breakefield Broenniman LLC12,875
0.0% of portfolio›$309.9K
Sigma Investment Counselors Inc12,520
0.0% of portfolio›$301.4K
Atria Investments, Inc11,845
0.0% of portfolio›$285.1K
Truist Financial Corp11,455
0.0% of portfolio›$275.7K
Sarver Vrooman Wealth Advisors10,124
0.1% of portfolio›$243.7K
Choreo, LLC9,543
0.0% of portfolio›$229.7K
First National Trust Co9,351
0.0% of portfolio›$225.1K
Gradient Capital Advisors, LLC8,733
0.0% of portfolio›$210.2K
IFP Advisors, Inc5,218
0.0% of portfolio›$125.6K
Hyposwiss Advisors SA4,105
0.1% of portfolio›$98.8K
Cherry Tree Wealth Management, LLC2,244
0.0% of portfolio›$54.0K
Signaturefd, LLC1,952
0.0% of portfolio›$47.0K
Blue Trust, Inc.875
0.0% of portfolio›$21.1K
Bullock Wealth Management Group538
0.0% of portfolio›$12.9K
High Note Wealth, LLC377
0.0% of portfolio›$9.1K
Root Financial Partners, LLC63
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
2,774,379$66.8M0.9%CoreLowAtlanta, GA2026-10-22
Arrow Financial Corp
615,326$14.8M1.4%ETFLowGlens Falls, NY2026-10-26
MB, Levis & Associates, LLC
531,639$12.8M4.7%ETFVery LowCenter Valley, PA2026-10-16
MV Capital Management, Inc.
486,396$11.7M1.1%ETFLowBethesda, MD2026-10-29
Guidance Point Advisors, LLC
302,404$7.3M1.5%ETFVery LowWellesley, MA2026-10-15
Krilogy Financial LLC
220,429$5.3M0.1%GrowthLowSt. Louis, MO2026-10-13
Lido Advisors, LLC
215,206$5.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Probity Advisors, Inc.
206,553$5.0M0.7%ETFLowDallas, TX2026-10-23
4Thought Financial Group Inc.
187,650$4.5M2.1%ETFLowSyosset, NY2026-11-02
Paradigm, Strategies in Wealth Management, LLC
187,270$4.5M2.9%ETFLowMaple Grove, MN2026-10-16
Kestra Advisory Services, LLC
146,546$3.5M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
123,475$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Instrumental Wealth, LLC
97,102$2.3M1.1%ETFLowTampa, FL2026-10-20
Adirondack Trust Co
96,173$2.3M0.7%GrowthLowSaratoga Springs, NY2026-10-14
Lyell Wealth Management, LP
86,600$2.1M0.1%GrowthLowMenlo Park, CA2026-10-30
Marathon Mission, Inc.
84,698$2.0M1.0%ETFVery LowAlbany, NY2026-10-01
Archford Capital Strategies, LLC
74,781$1.8M0.2%GrowthMediumSwansea, IL2026-10-19
Segment Wealth Management, LLC
56,595$1.4M0.1%CoreLowHouston, TX2026-10-26
Commonwealth Equity Services, LLC
54,194$1.3M0.0%ETFLowWaltham, MA2026-11-02
Associated Banc-Corp
52,215$1.3M0.0%CoreLowGreen Bay, WI2026-10-30
MCF Advisors LLC
47,419$1.1M0.0%ETFLowLexington, KY2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
37,755$908.8K0.0%ETFLowMinneapolis, MN2026-10-14
Parallel Advisors, LLC
36,977$890.0K0.0%IndexLowSan Francisco, CA2026-11-03
Cowa, LLC
32,435$780.7K0.2%ETFMediumTulsa, OK2026-10-30
CFG Wealth Management Services, Inc.
30,042$722.0K0.7%ETFLowIndianapolis, XX2026-10-21
Koesten, Hirschmann & Crabtree, Inc.
20,558$494.8K0.2%ETFVery LowOverland Park, KS2026-10-13
Howland Capital Management LLC
19,069$459.0K0.0%CoreLowBoston, MA2026-10-22
Romano Brothers and Company
16,908$407.0K0.0%CoreLowEvanston, IL2026-10-22
Creative Planning
15,549$374.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Quantum Financial Advisors, LLC
14,925$359.3K0.0%ETFLowSanta Monica, CA2026-11-03
Fulton Breakefield Broenniman LLC
12,875$309.9K0.0%GrowthLowBethesda, MD2026-11-03
Sigma Investment Counselors Inc
12,520$301.4K0.0%ETFLowNorthville, MI2026-10-27
Atria Investments, Inc
11,845$285.1K0.0%CoreMediumCharlotte, NC2026-10-15
Truist Financial Corp
11,455$275.7K0.0%CoreLowCharlotte, NC2026-10-30
Sarver Vrooman Wealth Advisors
10,124$243.7K0.1%ETFMediumKansas City, MO2026-10-01
Choreo, LLC
9,543$229.7K0.0%IndexLowRockford, IL2026-10-28
First National Trust Co
9,351$225.1K0.0%GrowthLowJohnstown, PA2026-10-28
Gradient Capital Advisors, LLC
8,733$210.2K0.0%ETFLowSan Diego, CA2026-10-21
IFP Advisors, Inc
5,218$125.6K0.0%GrowthLowTampa, FL2026-10-16
Hyposwiss Advisors SA
4,105$98.8K0.1%ETFLowGeneva, Switzerland2026-10-26
Cherry Tree Wealth Management, LLC
2,244$54.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
Signaturefd, LLC
1,952$47.0K0.0%IndexLowAtlanta, GA2026-10-23
Blue Trust, Inc.
875$21.1K0.0%ETFLowBrentwood, TN2026-10-15
Bullock Wealth Management Group
538$12.9K0.0%GrowthLowBloomington, IN2026-10-09
High Note Wealth, LLC
377$9.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Root Financial Partners, LLC
63$1.5K0.0%ETFMediumEncinitas, CA2026-10-21