IBCA Institutional Ownership
iShares iBonds Dec 2035 Term Corporate ETF
1W: -0.7%
1M: -3.4%
3M: -6.0%
YTD: -6.7%
1Y: -6.8%
$23.99
-0.04 (-0.19%)
Weekly Expected Move ±0.8%
$24
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — IBCA
97
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
275M
Total Invested
20
New Positions
45
Increased
16
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (101 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2,536,059 | 61M | +250,409 | +11.0% | 5Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 935,348 | 22M | +128,883 | +16.0% | 3Q | SEC ↗ |
| 3 | Arrow Financial Corp | 615,529 | 15M | +28,612 | +4.9% | 3Q | SEC ↗ |
| 4 | MB, LEVIS & ASSOCIATES, LLC | 542,068 | 13M | +6,266 | +1.2% | 4Q | SEC ↗ |
| 5 | MORGAN STANLEY | 526,169 | 13M | +80,184 | +18.0% | 3Q | SEC ↗ |
| 6 | MV CAPITAL MANAGEMENT, INC. | 473,436 | 11M | +14,235 | +3.1% | 3Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 402,155 | 10M | +54,703 | +15.7% | 4Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 392,949 | 9M | +9,507 | +2.5% | 2Q | SEC ↗ |
| 9 | Guidance Point Advisors, LLC | 278,043 | 7M | +14,345 | +5.4% | 5Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 269,611 | 6M | +3,960 | +1.5% | 3Q | SEC ↗ |
| 11 | Lido Advisors, LLC | 249,475 | 6M | -1,946 | -0.8% | 4Q | SEC ↗ |
| 12 | UBS Group AG | 226,928 | 5M | +33,934 | +17.6% | 5Q | SEC ↗ |
| 13 | Krilogy Financial LLC | 201,612 | 5M | -4,340 | -2.1% | 3Q | SEC ↗ |
| 14 | Paradigm, Strategies in Wealth Managem | 194,436 | 5M | +46,053 | +31.0% | 4Q | SEC ↗ |
| 15 | 4Thought Financial Group Inc. | 187,049 | 4M | +7,583 | +4.2% | 3Q | SEC ↗ |
| 16 | Probity Advisors, Inc. | 179,280 | 4M | +39,060 | +27.9% | 4Q | SEC ↗ |
| 17 | BENJAMIN EDWARDS INC | 157,496 | 4M | -25,485 | -13.9% | 3Q | SEC ↗ |
| 18 | HANCOCK WHITNEY CORP | 150,100 | 4M | +45,214 | +43.1% | 3Q | SEC ↗ |
| 19 | US BANCORP \DE | 120,419 | 3M | +31,376 | +35.2% | 3Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 111,642 | 3M | +36,790 | +49.2% | 4Q | SEC ↗ |
| 21 | Addison Advisors LLC | 101,327 | 2M | -84,679 | -45.5% | 5Q | SEC ↗ |
| 22 | Stonebrook Private Inc. | 93,687 | 2M | +1,524 | +1.7% | 3Q | SEC ↗ |
| 23 | ADIRONDACK TRUST CO | 92,232 | 2M | +10,196 | +12.4% | 5Q | SEC ↗ |
| 24 | INSTRUMENTAL WEALTH, LLC | 91,787 | 2M | +390 | +0.4% | 4Q | SEC ↗ |
| 25 | LPL Financial LLC | 86,839 | 2M | +30,238 | +53.4% | 3Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 85,992 | 2M | +41,487 | +93.2% | 3Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 80,457 | 2M | +13,776 | +20.7% | 5Q | SEC ↗ |
| 28 | J.W. COLE ADVISORS, INC. | 77,812 | 2M | +1,522 | +2.0% | 4Q | SEC ↗ |
| 29 | Archford Capital Strategies, LLC | 76,143 | 2M | -4,701 | -5.8% | 3Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 75,050 | 2M | -7,968 | -9.6% | 3Q | SEC ↗ |
| 31 | Marathon Mission, Inc. NEW | 70,199 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Atlantic Union Bankshares Corp | 60,871 | 1M | -20,855 | -25.5% | 5Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 52,166 | 1M | +4,295 | +9.0% | 4Q | SEC ↗ |
| 34 | MCF Advisors LLC | 47,419 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 35 | Stokes Family Office, LLC | 44,950 | 1M | +18,950 | +72.9% | 3Q | SEC ↗ |
| 36 | LYELL WEALTH MANAGEMENT, LP NEW | 42,150 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Segment Wealth Management, LLC | 39,000 | 936K | +10,790 | +38.2% | 2Q | SEC ↗ |
| 38 | Gilbert & Cook, Inc. | 38,270 | 918K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Associated Banc-Corp | 37,731 | 905K | +6,310 | +20.1% | 2Q | SEC ↗ |
| 40 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 37,673 | 904K | +25,137 | +200.5% | 2Q | SEC ↗ |
| 41 | COLDSTREAM CAPITAL MANAGEMENT INC | 36,809 | 883K | — | +0.0% | 4Q | SEC ↗ |
| 42 | Parallel Advisors, LLC | 34,141 | 819K | +4,160 | +13.9% | 4Q | SEC ↗ |
| 43 | Daviman Financial, LLC | 32,932 | 790K | +4,618 | +16.3% | 3Q | SEC ↗ |
| 44 | LITTLE HOUSE CAPITAL LLC | 32,669 | 784K | +1,118 | +3.5% | 2Q | SEC ↗ |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 31,973 | 767K | — | +0.0% | 1Q | SEC ↗ |
| 46 | CFG Wealth Management Services, Inc. | 30,042 | 721K | — | +0.0% | 3Q | SEC ↗ |
| 47 | JANE STREET GROUP, LLC NEW | 28,752 | 690K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV NEW | 25,299 | 607K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Cetera Investment Advisers | 22,193 | 532K | +10,832 | +95.3% | 3Q | SEC ↗ |
| 50 | Koesten, Hirschmann & Crabtree, INC. NEW | 20,218 | 485K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Marathon Mission, Inc. | 70,199 | 2M |
| LYELL WEALTH MANAGEMENT, LP | 42,150 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 31,973 | 767K |
| JANE STREET GROUP, LLC | 28,752 | 690K |
| MERCER GLOBAL ADVISORS INC /ADV | 25,299 | 607K |
| Koesten, Hirschmann & Crabtree, INC | 20,218 | 485K |
| COWA, LLC | 19,700 | 473K |
| FIDUCIARY FINANCIAL ADVISORS | 19,116 | 459K |
| Belpointe Asset Management LLC | 11,025 | 264K |
| FULTON BREAKEFIELD BROENNIMAN LLC | 9,275 | 223K |
| ROMANO BROTHERS AND COMPANY | 9,242 | 222K |
| Gradient Capital Advisors, LLC | 8,733 | 210K |
| Private Advisor Group, LLC | 8,074 | 194K |
| CHOREO, LLC | 7,846 | 188K |
| SIGNATUREFD, LLC | 1,952 | 47K |
| 10Elms LLP | 1,400 | 34K |
| Capital Analysts, LLC | 980 | 24K |
| Blue Trust, Inc. | 729 | 17K |
| MidFirst Bank | 565 | 14K |
| Bullock Wealth Management Group | 531 | 13K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 65,775 | 2M |
| StoneX Group Inc. | 15,697 | 377K |
| McGlone Suttner Wealth Management, | 8,534 | 205K |
| Stratos Wealth Partners, LTD. | 8,378 | 201K |
| Knights of Columbus Asset Advisors | 1,437 | 34K |
| BALLAST ADVISORS LLC | 1,181 | 28K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital Investment Advisors, LLC | +250,409 | +11.0% | 2,536,059 |
| BANK OF AMERICA CORP /DE | +128,883 | +16.0% | 935,348 |
| MORGAN STANLEY | +80,184 | +18.0% | 526,169 |
| HighTower Advisors, LLC | +54,703 | +15.7% | 402,155 |
| Paradigm, Strategies in Wealth Mana | +46,053 | +31.0% | 194,436 |
| HANCOCK WHITNEY CORP | +45,214 | +43.1% | 150,100 |
| Kestra Advisory Services, LLC | +41,487 | +93.2% | 85,992 |
| Probity Advisors, Inc. | +39,060 | +27.9% | 179,280 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +36,790 | +49.2% | 111,642 |
| UBS Group AG | +33,934 | +17.6% | 226,928 |
| US BANCORP \DE | +31,376 | +35.2% | 120,419 |
| LPL Financial LLC | +30,238 | +53.4% | 86,839 |
| Arrow Financial Corp | +28,612 | +4.9% | 615,529 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +25,137 | +200.5% | 37,673 |
| Stokes Family Office, LLC | +18,950 | +72.9% | 44,950 |
| Guidance Point Advisors, LLC | +14,345 | +5.4% | 278,043 |
| MV CAPITAL MANAGEMENT, INC. | +14,235 | +3.1% | 473,436 |
| ROYAL BANK OF CANADA | +13,776 | +20.7% | 80,457 |
| Cetera Investment Advisers | +10,832 | +95.3% | 22,193 |
| Segment Wealth Management, LLC | +10,790 | +38.2% | 39,000 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Addison Advisors LLC | -84,679 | -45.5% | 101,327 |
| BENJAMIN EDWARDS INC | -25,485 | -13.9% | 157,496 |
| Atlantic Union Bankshares Corp | -20,855 | -25.5% | 60,871 |
| DEARBORN PARTNERS LLC | -9,065 | -43.8% | 11,640 |
| ENVESTNET ASSET MANAGEMENT INC | -7,968 | -9.6% | 75,050 |
| Archford Capital Strategies, LLC | -4,701 | -5.8% | 76,143 |
| Krilogy Financial LLC | -4,340 | -2.1% | 201,612 |
| Lido Advisors, LLC | -1,946 | -0.8% | 249,475 |
| Reliant Wealth Planning | -1,567 | -10.3% | 13,580 |
| CAPTRUST FINANCIAL ADVISORS | -445 | -3.2% | 13,554 |
| First National Trust Co | -343 | -4.0% | 8,196 |
| Atria Investments, Inc | -208 | -1.7% | 11,708 |
| CENTRAL TRUST Co | -22 | -2.9% | 745 |