Who owns iShares iBonds Dec 2035 Term Corporate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBCA from SEC Form 13F filings across 94 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 94 institutions disclosed 10.7M shares of iShares iBonds Dec 2035 Term Corporate ETF worth $275.1M — about 290.2% of shares outstanding; the largest disclosed holder is Capital Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
94
13F holders
$275.1M
value, 2026 filers
290.2%
of shares outstanding (10.7M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBCA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2.5M | $64.9M | 0.9% | 68.5% | +11.0% |
| 2 | BANK OF AMERICA CORP /DE/ | 935,348 | $24.0M | 0.0% | 25.3% | +16.0% |
| 3 | Arrow Financial Corp | 615,529 | $15.8M | 1.4% | 16.6% | +4.9% |
| 4 | MB, LEVIS & ASSOCIATES, LLC | 542,068 | $13.9M | 5.1% | 14.6% | +1.2% |
| 5 | MORGAN STANLEY | 526,169 | $13.5M | 0.0% | 14.2% | +18.0% |
| 6 | MV CAPITAL MANAGEMENT, INC. | 473,436 | $12.1M | 1.1% | 12.8% | +3.1% |
| 7 | HighTower Advisors, LLC | 402,155 | $10.3M | 0.0% | 10.9% | +15.7% |
| 8 | AMERIPRISE FINANCIAL INC | 392,949 | $10.1M | 0.0% | 10.6% | +2.5% |
| 9 | Guidance Point Advisors, LLC | 278,043 | $7.1M | 1.5% | 7.5% | +5.4% |
| 10 | RAYMOND JAMES FINANCIAL INC | 269,611 | $6.9M | 0.0% | 7.3% | +1.5% |
| 11 | Lido Advisors, LLC | 249,475 | $6.4M | 0.0% | 6.7% | -0.8% |
| 12 | UBS Group AG | 226,928 | $5.8M | 0.0% | 6.1% | +17.6% |
| 13 | Krilogy Financial LLC | 201,612 | $5.2M | 0.2% | 5.4% | -2.1% |
| 14 | Paradigm, Strategies in Wealth Management, LLC | 194,436 | $5.0M | 3.0% | 5.3% | +31.0% |
| 15 | 4Thought Financial Group Inc. | 187,049 | $4.8M | 2.3% | 5.1% | +4.2% |
| 16 | Probity Advisors, Inc. | 179,280 | $4.6M | 0.7% | 4.8% | +27.9% |
| 17 | BENJAMIN EDWARDS INC | 157,496 | $4.0M | 0.0% | 4.3% | -13.9% |
| 18 | HANCOCK WHITNEY CORP | 150,100 | $3.8M | 0.1% | 4.1% | +43.1% |
| 19 | US BANCORP \DE\ | 120,419 | $3.1M | 0.0% | 3.3% | +35.2% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 111,642 | $2.8M | 0.0% | 3% | +49.2% |
| 21 | Addison Advisors LLC | 101,327 | $2.6M | 1.2% | 2.7% | -45.5% |
| 22 | Stonebrook Private Inc. | 93,687 | $2.4M | 0.4% | 2.5% | +1.7% |
| 23 | ADIRONDACK TRUST CO | 92,232 | $2.4M | 0.7% | 2.5% | +12.4% |
| 24 | INSTRUMENTAL WEALTH, LLC | 91,787 | $2.4M | 1.2% | 2.5% | +0.4% |
| 25 | LPL Financial LLC | 86,839 | $2.2M | 0.0% | 2.3% | +53.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.