Skip to content
Disclosery

IBB ISHARES TR

Follow

ISHARES BIOTECH (fund)

871 managers (878 13F filers) reported a position in IBB shares at 2024-12-31, 34,758,590 shares in all. 67 filers opened a position and 114 filers sold out during the quarter.

Managers
871
13F filers
878
New
67
Added
210
Reduced
325
Sold out
114
Shares held by filers
34,758,590

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Clarus Wealth Advisors11,383$1.53M0.76%+16113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …13,444$1.52M0.2%-34413F-HRTimelineGroup
Arrowroot Family Office, LLC11,395$1.51M0.78%+4,35413F-HRTimeline
Cresset Asset Management, LLC11,361$1.5M0.01%-5,99413F-HRTimeline
Novak & Powell Financial Services, Inc.11,342$1.5M0.89%-25113F-HRTimeline
RWA WEALTH PARTNERS, LLC11,289$1.49M0.02%-74513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,228$1.48M0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC11,156$1.47M0.04%013F-HRTimeline
Telos Capital Management, Inc.10,999$1.45M0.16%+20913F-HRTimeline
SYNOVUS FINANCIAL CORP10,954$1.45M0.02%+17713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,958$1.45M0.1%+9213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,847$1.43M0.21%-1,39913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC10,750$1.42M0.01%-3,31013F-HRTimelineGroup
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP10,700$1.42M2.03%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,540$1.39M0.04%-52113F-HRTimelineGroup
SECURITY NATIONAL BANK OF SO DAK10,465$1.38M0.77%+3413F-HRTimeline
Capital Investment Advisors, LLC10,449$1.38M0.03%+9913F-HRTimeline
GARRISON POINT ADVISORS, LLC10,418$1.38M0.65%-9213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,412$1.38M0.02%-25013F-HRTimeline
WealthCare Investment Partners, LLC10,348$1.38M0.6%+9613F-HRTimeline
MEANS INVESTMENT CO., INC.10,320$1.36M0.14%+91413F-HRTimeline
Blue Fin Capital, Inc.10,319$1.36M0.25%-16013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,107$1.34M0.1%-5513F-HRTimeline
Apexium Financial, LP10,040$1.33M0.08%+7,91913F-HRTimeline
Cannell & Spears LLC9,988$1.32M0.03%013F-HRTimeline
Canton Hathaway, LLC9,961$1.32M0.33%+10013F-HRTimeline
Financial Advocates Investment Manageme…9,939$1.31M0.07%-2013F-HRTimeline
Quintet Private Bank (Europe) S.A.9,936$1.31M0.07%-4,81613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …9,922$1.31M0.2%-40013F-HRTimeline
RS CRUM INC.9,656$1.28M0.32%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,656$1.28M0.04%-813F-HRTimeline
Beaumont Financial Advisors, LLC9,431$1.25M0.09%-1313F-HRTimeline
SCOTIA CAPITAL INC.9,363$1.24M0.01%-1,19613F-HRTimeline
Advantage Trust Co9,358$1.24M0.73%-4,34413F-HRTimeline
Mutual Advisors, LLC9,300$1.24M0.04%-30013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9,322$1.23M0.02%+4513F-HRTimeline
PFG Investments, LLC9,319$1.23M0.08%+66113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,282$1.23M0.03%+38113F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…9,237$1.22M0.85%-3013F-HRTimeline
Battery Global Advisors, LLC9,233$1.22M0.65%+1,47013F-HRTimeline
EP Wealth Advisors, LLC8,981$1.19M0.01%-69613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,939$1.18M0.09%+55513F-HRTimeline
VERITY Wealth Advisors8,898$1.18M0.85%013F-HRTimeline
OneDigital Investment Advisors LLC8,857$1.17M0.01%-1,94813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,838$1.17M0.02%-33013F-HRTimeline
Biltmore Family Office, LLC8,828$1.17M0.2%-21213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,809$1.16M0.28%+10513F-HRTimeline
BANQUE PICTET & CIE SA8,690$1.15M0.01%+1,80013F-HRTimeline
Connecticut Wealth Management, LLC8,676$1.15M0.06%-2013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,658$1.14M0.03%+1,19513F-HRTimelineGroup
Counterweight Ventures, LLC8,592$1.14M0.8%+13813F-HRTimeline
Finer Wealth Management, Inc.8,576$1.13M0.65%+1,12713F-HRTimeline
Belpointe Asset Management LLC7,570$1.12M0.07%+2113F-HRTimeline
Integrated Wealth Concepts LLC8,452$1.12M0.01%-1,86813F-HRTimeline
City State Bank8,425$1.11M0.39%-9513F-HRTimeline
Knollwood Investment Advisory, LLC8,384$1.11M0.12%013F-HRTimeline
Bigelow Investment Advisors, LLC8,347$1.1M0.52%+98713F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC8,258$1.09M0.01%-76013F-HRTimelineGroup
Main Street Financial Solutions, LLC8,042$1.06M0.1%-11013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,034$1.06M0.02%-97313F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC8,025$1.06M0.25%-7213F-HRTimeline
Signature Wealth Management Partners, L…7,947$1.05M0.72%-7513F-HRTimeline
SteelPeak Wealth, LLC7,914$1.05M0.04%-1,18813F-HRTimeline
Focus Financial Network, Inc.7,901$1.04M0.04%-8713F-HRTimeline
CWM, LLCin group CWM, LLC7,878$1.04M<0.01%+15013F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC7,849$1.04M0.07%-19213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,808$1.03M0.01%-98013F-HRTimelineGroup
SYON CAPITAL LLC7,742$1.02M0.09%new13F-HRTimeline
NewEdge Wealth, LLC7,530$996K0.02%-1,11013F-HRTimeline
Acropolis Investment Management, LLC7,528$995K0.06%-31513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,521$994K<0.01%-12,21913F-HRTimelineGroup
DELTEC ASSET MANAGEMENT LLC7,500$992K0.2%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC7,437$983K0.04%13F-HRTimelineGroup
Shulman DeMeo Asset Management LLC7,406$979K0.26%-2813F-HRTimeline
Avior Wealth Management, LLC7,386$977K0.04%+4,15713F-HRTimeline
Baltimore-Washington Financial Advisors…7,254$959K0.05%-5313F-HRTimeline
World Investment Advisors7,007$926K0.03%+4,74313F-HRTimeline
PING CAPITAL MANAGEMENT, INC.7,000$925K0.38%+2,50013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,958$920K0.06%-1513F-HRTimelineGroup
PROFFITT & GOODSON INC6,946$918K0.15%-11313F-HRTimeline
LM Advisors LLC6,919$915K0.16%+24513F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,915$914K0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,886$912K<0.01%+12013F-HRTimelineGroup
Milestone Investment Advisors LLC6,890$911K0.25%+16013F-HRTimeline
Northeast Financial Consultants Inc6,811$900K0.04%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,797$899K0.07%+33513F-HRTimeline
Richard W. Paul & Associates, LLC6,791$898K0.33%+6813F-HRTimeline
O'ROURKE & COMPANY, Inc6,723$889K0.44%-13613F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…6,698$886K0.01%-33413F-HRTimelineGroup
NWI MANAGEMENT LP6,500$859K0.07%013F-HRTimeline
Shepherd Financial Partners LLC6,497$859K0.1%+4813F-HRTimeline
Farther Finance Advisors, LLC6,433$850K0.03%+66313F-HRTimeline
Nemes Rush Group LLC6,430$850K0.11%+6,01913F-HRTimeline
WEBSTER BANK, N. A.6,414$848K0.09%-65013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,375$843K0.05%new13F-HRTimeline
Sigma Planning Corp6,373$843K0.03%-71013F-HRTimeline
Snowden Capital Advisors LLC6,337$838K0.03%+12113F-HRTimeline
SlateStone Wealth, LLC6,300$833K0.08%-15,24113F-HRTimeline
Sharper & Granite LLC6,250$826K0.36%+17013F-HRTimeline
BigSur Wealth Management LLC6,220$822K0.23%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6,164$815K<0.01%-54913F-HR/ATimeline
WHITTIER TRUST CO6,139$812K0.01%-1513F-HRTimeline
SeaBridge Investment Advisors LLC6,093$806K0.17%new13F-HRTimeline
Modera Wealth Management, LLC6,069$802K0.01%-8913F-HRTimeline
Rockingstone Advisors LLC6,063$802K0.35%-2,21713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,023$796K0.01%+1,06413F-HRTimeline
Sculati Wealth Management, LLC5,911$781K0.31%-17413F-HR/ATimeline
Dale Q Rice Investment Management Ltd5,899$780K0.34%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …5,890$779K0.01%+5,09013F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,862$775K0.01%-32213F-HRTimelineGroup
TD Waterhouse Canada Inc.5,815$769K0.01%-6,55313F-HRTimeline
Harbour Capital Advisors, LLC5,728$768K0.17%-5013F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,779$764K0.05%013F-HRTimeline
Tyler-Stone Wealth Management5,749$760K0.14%+213F-HRTimeline
Principle Wealth Partners LLC5,705$754K0.05%-32213F-HRTimeline
TrinityPoint Wealth, LLC5,676$750K0.11%-10013F-HRTimeline
Summit Financial, LLC5,672$750K0.03%-1,05613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,654$748K0.01%+8213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,651$747K0.02%-83713F-HRTimelineGroup
CALTON & ASSOCIATES, INC.5,616$743K0.33%+3,03413F-HRTimeline
DEARBORN PARTNERS LLC5,561$735K0.03%-49913F-HRTimeline
BAILARD, INC.5,550$734K0.02%-313F-HRTimeline
FIRST MERCHANTS CORP5,533$732K0.03%-7513F-HRTimeline
Dynamic Advisor Solutions LLC5,507$728K0.03%+1,60013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,405$715K0.04%-1,60013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,380$711K<0.01%-15013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,118$706K0.07%-13513F-HRTimeline
Keebeck Wealth Management5,302$701K0.1%-1,00013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC5,294$700K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC5,262$696K0.01%-4813F-HRTimeline
Grassi Investment Management5,259$695K0.06%-1,00013F-HR/ATimeline
Union Bancaire Privee, UBP SA5,485$693K0.01%13F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC5,200$687K0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.5,160$682K0.06%013F-HRTimeline
Cladis Investment Advisory, LLC5,140$680K0.48%+84013F-HRTimeline
My Personal CFO, LLC5,140$680K0.35%-1,50013F-HRTimeline
American State Bank (Iowa)5,082$672K0.4%013F-HRTimeline
Triumph Capital Management5,047$667K0.23%+18713F-HRTimeline
Sovereign Financial Group, Inc.4,988$659K0.15%-72313F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC4,886$646K0.06%+70013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,841$640K0.01%-8513F-HRTimelineGroup
Haverford Trust Co4,830$639K0.01%-3913F-HRTimeline
Maxele Advisors, LLC4,823$638K0.61%13F-HRTimeline
Pacific Sun Financial Corp4,792$634K0.35%-35513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,778$632K0.05%-30313F-HRTimelineGroup
Centiva Capital, LP4,739$627K0.02%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.4,702$622K0.06%013F-HRTimeline
Meridian Wealth Management, LLC4,642$614K0.03%-6213F-HRTimeline
Humankind Investments LLC4,500$595K0.15%013F-HRTimeline
IFG Advisory, LLC4,487$593K0.03%new13F-HRTimeline
Advisory Services Network, LLC4,463$590K0.01%-55313F-HRTimeline
B. Riley Wealth Advisors, Inc.4,437$587K0.02%-2,34613F-HRTimeline
Beck Bode, LLC4,406$583K0.11%-1,90013F-HRTimeline
PFG Advisors4,401$582K0.04%-14513F-HRTimeline
Capital Investment Advisory Services, L…4,353$576K0.06%+1313F-HRTimeline
HEADINVEST, LLC4,283$566K0.11%-10013F-HRTimeline
Core Wealth Partners LLC4,277$565K0.32%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,274$565K0.02%+1,69813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co4,252$562K0.04%-70413F-HRTimeline
Tyche Wealth Partners LLC4,232$560K0.12%-4513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC4,218$558K0.1%+30513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,209$556K0.27%-15313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,200$555K0.07%013F-HRTimeline
Navis Wealth Advisors, LLC4,195$555K0.61%+213F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,182$552K0.1%+39413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,148$548K0.01%+43613F-HRTimelineGroup
NorthCoast Asset Management LLC4,139$547K<0.01%-5313F-HR/ATimeline
Arkadios Wealth Advisors4,092$541K0.03%-6413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,083$540K<0.01%+17213F-HRTimelineGroup
CIBC WORLD MARKET INC.4,054$536K<0.01%+3613F-HRTimeline
Kelman-Lazarov, Inc.4,053$536K0.1%-8013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,051$536K0.01%-3413F-HRTimeline
WEDBUSH SECURITIES INC4,030$533K0.02%-40113F-HRTimeline
EVOKE WEALTH, LLC3,974$525K0.01%-1,93413F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,942$521K0.06%013F-HRTimeline
Community Financial Services Group, LLC3,924$519K0.1%013F-HRTimeline
ICICI Prudential Asset Management Co Ltd3,877$513K0.06%013F-HRTimeline
Gladstone Institutional Advisory LLC3,871$512K0.02%-52013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,863$511K0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC3,783$510K0.02%+9413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,844$508K<0.01%-28013F-HRTimelineGroup
Creekside Partners3,843$508K0.26%+14113F-HRTimeline
Fort Sheridan Advisors LLC3,835$507K0.07%-27913F-HRTimeline
CHELSEA COUNSEL CO3,830$506K0.26%-1,05013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,806$503K0.01%+34513F-HR/ATimelineGroup
Schonfeld Strategic Advisors LLC3,789$501K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.3,778$500K<0.01%+11813F-HRTimeline
Richmond Brothers, Inc.3,777$499K0.32%-2,60213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,725$492K0.13%+47813F-HR/ATimeline
FINANCIAL COUNSELORS INC3,711$491K0.01%-6013F-HRTimeline
WATERS PARKERSON & CO., LLC3,700$489K0.03%013F-HRTimeline
Abbot Financial Management, Inc.3,692$488K0.24%-22513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,683$487K<0.01%-1,75313F-HRTimeline
Ellis Investment Partners, LLC3,671$485K0.1%-413F-HRTimeline
Proficio Capital Partners LLC3,633$480K0.04%new13F-HR/ATimeline
PRICE T ROWE ASSOCIATES INC /MD/3,614$478K<0.01%013F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,615$478K0.12%013F-HRTimeline
Chemistry Wealth Management LLC3,613$478K0.11%013F-HRTimeline
MIDDLETON & CO INC/MA3,600$476K0.05%013F-HRTimeline
Glassman Wealth Services3,598$476K0.08%013F-HRTimeline