Who Owns ISHARES IBONDS DEC 2035 TC (IBCA)? -- Institutional Holders (2026-06-30)

97 institutions reported holding $275.4M of ISHARES IBONDS DEC 2035 TC (IBCA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Advisors, LLC ($64.9M), BANK OF AMERICA CORP /DE/ ($24.0M), Arrow Financial Corp ($15.8M), MB, LEVIS & ASSOCIATES, LLC ($13.9M), MORGAN STANLEY ($13.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital Investment Advisors, LLC$64.9M2.5MAdded
2BANK OF AMERICA CORP /DE/$24.0M935,348Added
3Arrow Financial Corp$15.8M615,529Added
4MB, LEVIS & ASSOCIATES, LLC$13.9M542,068Added
5MORGAN STANLEY$13.5M526,169Added
6MV CAPITAL MANAGEMENT, INC.$12.1M473,436Added
7HighTower Advisors, LLC$10.3M402,155Added
8AMERIPRISE FINANCIAL INC$10.1M392,949Added
9Guidance Point Advisors, LLC$7.1M278,043Added
10RAYMOND JAMES FINANCIAL INC$6.9M269,611Added
11Lido Advisors, LLC$6.4M249,475Trimmed
12UBS Group AG$5.8M226,928Added
13Krilogy Financial LLC$5.2M201,612Trimmed
14Paradigm, Strategies in Wealth Management, LLC$5.0M194,436Added
154Thought Financial Group Inc.$4.8M187,049Added
16Probity Advisors, Inc.$4.6M179,280Added
17BENJAMIN EDWARDS INC$4.0M157,496Trimmed
18HANCOCK WHITNEY CORP$3.8M150,100Added
19US BANCORP \DE\$3.1M120,419Added
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.8M111,642Added
21Addison Advisors LLC$2.6M101,327Trimmed
22Stonebrook Private Inc.$2.4M93,687Added
23ADIRONDACK TRUST CO$2.4M92,232Added
24INSTRUMENTAL WEALTH, LLC$2.4M91,787Added
25LPL Financial LLC$2.2M86,839Added

Source: SEC Form 13F filings · as of 2026-06-30