Skip to content
Disclosery

IBB ISHARES TR

Follow

ISHARES BIOTECH (fund)

831 managers (837 13F filers) reported a position in IBB shares at 2025-03-31, 31,169,419 shares in all. 41 filers opened a position and 79 filers sold out during the quarter.

Managers
831
13F filers
837
New
41
Added
196
Reduced
362
Sold out
79
Shares held by filers
31,169,419

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MYDA Advisors LLC10,000$1.28M0.45%new13F-HRTimeline
Cannell & Spears LLC9,988$1.28M0.03%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,912$1.27M0.1%-19513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …9,910$1.27M0.02%+4,02013F-HRTimelineGroup
Capital Investment Advisors, LLC9,837$1.26M0.02%-61213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT9,812$1.25M0.02%-60013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…9,659$1.24M0.9%+42213F-HRTimeline
RS CRUM INC.9,451$1.21M0.33%-20513F-HRTimeline
Beaumont Financial Advisors, LLC9,376$1.2M0.09%-5513F-HRTimeline
Finer Wealth Management, Inc.9,361$1.2M0.72%+78513F-HRTimeline
MEANS INVESTMENT CO., INC.9,323$1.19M0.13%-99713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9,322$1.19M0.02%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …9,295$1.19M0.18%-62713F-HRTimeline
FLOW TRADERS U.S. LLC9,207$1.18M0.05%-6,96513F-HRTimeline
Main Street Financial Solutions, LLC9,173$1.17M0.1%+1,13113F-HRTimeline
SCOTIA CAPITAL INC.9,078$1.16M0.01%-28513F-HRTimeline
Counterweight Ventures, LLC9,043$1.16M0.83%+45113F-HRTimeline
EP Wealth Advisors, LLC8,942$1.14M0.01%-3913F-HRTimeline
VERITY Wealth Advisors8,898$1.14M0.84%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,857$1.13M0.03%-42513F-HRTimelineGroup
Biltmore Family Office, LLC8,828$1.13M0.19%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,809$1.13M0.27%013F-HRTimeline
Mutual Advisors, LLC9,089$1.12M0.03%-21113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,754$1.12M0.02%+9613F-HRTimelineGroup
BANQUE PICTET & CIE SA8,690$1.11M0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.8,666$1.11M0.07%-1,27013F-HRTimeline
Connecticut Wealth Management, LLC8,659$1.11M0.06%-1713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,643$1.11M0.09%-29613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,619$1.1M0.01%+81113F-HRTimelineGroup
Chicago Partners Investment Group LLC9,191$1.1M0.04%+5,40813F-HRTimeline
Busey Bank8,547$1.09M0.04%-6,71913F-HRTimeline
RWA WEALTH PARTNERS, LLC8,502$1.09M0.01%-2,78713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC8,378$1.07M0.02%-46013F-HRTimeline
Bigelow Investment Advisors, LLC8,327$1.07M0.51%-2013F-HRTimeline
City State Bank8,290$1.06M0.35%-13513F-HRTimeline
BigSur Wealth Management LLC8,250$1.06M0.29%+2,03013F-HRTimeline
Integrated Wealth Concepts LLC8,186$1.05M0.01%-26613F-HRTimeline
Milestone Investment Advisors LLC8,102$1.04M0.29%+1,21213F-HRTimeline
CW Advisors, LLC8,058$1.03M0.01%+5,64213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,046$1.03M0.01%+1213F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,977$1.02M0.04%13F-HRTimelineGroup
Signature Wealth Management Partners, L…7,947$1.02M0.67%013F-HRTimeline
CWM, LLCin group CWM, LLC7,892$1.01M<0.01%+1413F-HRTimelineGroup
NewEdge Wealth, LLC7,842$1M0.02%+31213F-HRTimeline
Wealthfront Advisers LLC7,745$991K<0.01%-3,92113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC7,640$977K0.07%-20913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,613$974K<0.01%+72713F-HRTimelineGroup
Avior Wealth Management, LLC7,578$969K0.04%+19213F-HRTimeline
Shulman DeMeo Asset Management LLC7,386$945K0.27%-2013F-HRTimeline
Ashton Thomas Private Wealth, LLC7,322$936K0.04%-16,18013F-HRTimeline
Acropolis Investment Management, LLC7,258$928K0.06%-27013F-HRTimeline
Focus Financial Network, Inc.7,160$916K0.04%-74113F-HRTimeline
Belpointe Asset Management LLC7,130$912K0.05%-44013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,054$902K<0.01%-46713F-HRTimelineGroup
OneDigital Investment Advisors LLC7,003$896K0.01%-1,85413F-HRTimeline
PING CAPITAL MANAGEMENT, INC.7,000$895K0.6%013F-HRTimeline
PROFFITT & GOODSON INC6,997$895K0.15%+5113F-HRTimeline
World Investment Advisors6,963$891K0.02%-4413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,915$884K0.01%013F-HRTimelineGroup
Coastal Bridge Advisors, LLC6,827$873K0.08%+4,87713F-HR/ATimeline
Baltimore-Washington Financial Advisors…6,815$872K0.05%-43913F-HRTimeline
Northeast Financial Consultants Inc6,811$871K0.04%013F-HRTimeline
LM Advisors LLC6,779$867K0.16%-14013F-HRTimeline
Global Assets Advisory, LLC7,315$866K0.16%+5,25813F-HRTimeline
Shepherd Financial Partners LLC6,746$863K0.1%+24913F-HRTimeline
Richard W. Paul & Associates, LLC6,729$861K0.34%-6213F-HRTimeline
O'ROURKE & COMPANY, Inc6,725$860K0.43%+213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,704$857K0.06%-25413F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC6,690$856K0.22%-1,33513F-HR/ATimeline
Patriot Financial Group Insurance Agenc…6,653$851K0.11%+4,33913F-HRTimeline
NWI MANAGEMENT LP6,500$831K0.11%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,473$828K0.07%-32413F-HRTimeline
WEBSTER BANK, N. A.6,414$820K0.09%013F-HRTimeline
Nemes Rush Group LLC6,381$816K0.1%-4913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,375$815K0.04%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,337$810K<0.01%+31413F-HRTimeline
Sigma Planning Corp6,191$792K0.03%-18213F-HRTimeline
Sharper & Granite LLC6,170$789K0.33%-8013F-HRTimeline
SteelPeak Wealth, LLC6,106$781K0.03%-1,80813F-HRTimeline
Mesirow Financial Investment Management…6,102$781K0.02%+3,05113F-HRTimeline
Florin Court Capital LLP6,100$780K0.81%new13F-HRTimeline
Arkadios Wealth Advisors6,089$779K0.03%+1,99713F-HRTimeline
IEQ CAPITAL, LLC6,069$776K0.01%+80713F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…6,061$775K0.01%-63713F-HRTimelineGroup
WHITTIER TRUST CO6,053$774K0.01%-8613F-HRTimeline
Modera Wealth Management, LLC6,006$768K0.01%-6313F-HRTimeline
Farther Finance Advisors, LLC6,157$766K0.02%-27613F-HRTimeline
SlateStone Wealth, LLC5,910$756K0.08%-39013F-HRTimeline
Snowden Capital Advisors LLC5,843$747K0.02%-49413F-HRTimeline
Dale Q Rice Investment Management Ltd5,793$741K0.38%-10613F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,779$739K0.05%013F-HRTimeline
PFG Investments, LLC5,764$737K0.05%-3,55513F-HRTimeline
Evolution Wealth Advisors, LLC5,753$736K0.12%-17,93513F-HRTimeline
Cladis Investment Advisory, LLC5,710$730K0.53%+57013F-HRTimeline
CWA Asset Management Group, LLC5,702$729K0.03%+2,81213F-HRTimeline
SeaBridge Investment Advisors LLC5,690$728K0.16%-40313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,678$726K0.02%+2713F-HRTimelineGroup
Dynamic Advisor Solutions LLC5,662$724K0.02%+15513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,661$724K0.01%-5,56713F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,572$713K0.01%-8213F-HRTimelineGroup
BAILARD, INC.5,561$711K0.02%+1113F-HRTimeline
Tyler-Stone Wealth Management5,518$706K0.13%-23113F-HRTimeline
Cassaday & Co Wealth Management LLC5,506$704K0.02%-5,65013F-HRTimeline
CALTON & ASSOCIATES, INC.5,505$704K0.16%-11113F-HR/ATimeline
DEARBORN PARTNERS LLC5,471$700K0.03%-9013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,460$698K0.01%-40213F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC5,405$691K0.04%013F-HRTimeline
Harbour Capital Advisors, LLC5,563$689K0.17%-16513F-HRTimeline
FIRST MERCHANTS CORP5,383$688K0.03%-15013F-HRTimeline
Advisory Services Network, LLC5,358$685K0.01%+89513F-HRTimeline
Sculati Wealth Management, LLC5,349$684K0.28%-56213F-HRTimeline
B. Riley Wealth Advisors, Inc.5,218$667K0.02%+78113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,204$666K<0.01%-96013F-HRTimeline
Principle Wealth Partners LLC5,160$660K0.05%-54513F-HRTimeline
My Personal CFO, LLC5,140$657K0.33%013F-HRTimeline
Advantage Trust Co5,138$657K0.4%-4,22013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,123$655K<0.01%+2,16413F-HRTimelineGroup
SMITH, MOORE & CO.5,110$654K0.06%-5013F-HRTimeline
American State Bank (Iowa)5,082$650K0.39%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,981$637K<0.01%-97,91613F-HR/ATimeline
Triumph Capital Management4,926$630K0.21%-12113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC4,886$625K0.06%013F-HRTimeline
Sovereign Financial Group, Inc.4,854$621K0.14%-13413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,841$619K0.01%013F-HRTimelineGroup
Haverford Trust Co4,830$618K0.01%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,009$617K0.07%-10913F-HRTimeline
Federation des caisses Desjardins du Qu…4,803$614K<0.01%+4,05813F-HRTimeline
J.W. COLE ADVISORS, INC.4,742$607K0.02%+1,64113F-HRTimeline
TCV Trust & Wealth Management, Inc.4,702$601K0.06%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,680$599K<0.01%-70013F-HRTimeline
Maxele Advisors, LLC4,680$599K0.58%-14313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,647$594K0.03%-13113F-HRTimelineGroup
Summit Financial, LLC4,636$593K0.02%-1,03613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,573$585K0.03%+1,02413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,523$579K0.01%+37513F-HRTimelineGroup
FineMark National Bank & Trust4,505$576K0.02%+2,09013F-HRTimeline
Humankind Investments LLC4,500$576K0.15%013F-HRTimeline
SeaCrest Wealth Management, LLC4,428$566K0.06%+1,19513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC4,424$566K0.12%+20613F-HRTimeline
PFG Advisors4,393$562K0.03%-813F-HRTimeline
Knollwood Investment Advisory, LLC4,385$561K0.06%-3,99913F-HRTimeline
Pacific Sun Financial Corp4,377$560K0.32%-41513F-HRTimeline
Meridian Wealth Management, LLC4,343$555K0.03%-29913F-HRTimeline
Rockingstone Advisors LLC4,323$553K0.25%-1,74013F-HRTimeline
Core Wealth Partners LLC4,278$547K0.32%+113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,211$539K0.29%+213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,200$537K<0.01%-1,00013F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC4,200$537K0.07%013F-HRTimeline
Navis Wealth Advisors, LLC4,199$537K0.53%+413F-HRTimeline
Pine Valley Investments Ltd Liability Co4,199$537K0.03%-5313F-HRTimeline
HEADINVEST, LLC4,186$535K0.1%-9713F-HRTimeline
SYON CAPITAL LLC4,119$527K0.04%-3,62313F-HRTimeline
IFG Advisory, LLC4,115$526K0.03%-37213F-HRTimeline
NorthCoast Asset Management LLC4,107$525K<0.01%-3213F-HR/ATimeline
Tyche Wealth Partners LLC4,050$518K0.11%-18213F-HRTimeline
EVOKE WEALTH, LLC3,974$508K0.01%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,942$504K0.06%013F-HRTimeline
Legacy Edge Advisors, LLC3,930$503K0.08%+50813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,902$499K0.01%-14913F-HRTimeline
ICICI Prudential Asset Management Co Ltd3,877$496K0.06%013F-HRTimeline
WATERS PARKERSON & CO., LLC3,850$492K0.03%+15013F-HRTimeline
Creekside Partners3,845$492K0.26%+213F-HRTimeline
D.A. DAVIDSON & CO.3,837$491K<0.01%+5913F-HRTimeline
Fort Sheridan Advisors LLC3,835$491K0.07%013F-HRTimeline
CHELSEA COUNSEL CO3,830$490K0.27%013F-HRTimeline
LANARK FINANCIAL, INC.3,784$483K0.04%+3,78013F-HRTimeline
HB Wealth Management, LLC3,728$477K<0.01%+1,34313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,725$476K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,690$472K0.02%-58413F-HRTimelineGroup
Kelman-Lazarov, Inc.3,687$472K0.09%-36613F-HRTimeline
Sequoia Financial Advisors, LLC3,684$471K<0.01%+47913F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC3,670$469K0.01%-4,58813F-HRTimelineGroup
Gladstone Institutional Advisory LLC3,655$468K0.02%-21613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,641$466K<0.01%-4213F-HRTimeline
Keebeck Wealth Management3,638$465K0.07%-1,66413F-HRTimeline
Community Financial Services Group, LLC3,624$464K0.1%-30013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,614$463K<0.01%013F-HRTimeline
Beck Bode, LLC3,619$463K0.09%-78713F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,615$462K0.12%013F-HRTimeline
Chemistry Wealth Management LLC3,613$462K0.11%013F-HRTimeline
MIDDLETON & CO INC/MA3,600$460K0.05%013F-HRTimeline
FINANCIAL COUNSELORS INC3,600$460K0.01%-11113F-HRTimeline
Glassman Wealth Services3,598$460K0.08%013F-HRTimeline
Marotta Asset Management3,148$458K0.09%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,577$457K0.09%+213F-HR/ATimeline
CAROLINAS WEALTH CONSULTING LLC3,562$456K0.1%+15113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,557$455K<0.01%new13F-HRTimelineGroup
Coastwise Capital Group, LLC3,550$454K0.38%+213F-HRTimeline
Proficio Capital Partners LLC3,633$453K0.03%013F-HRTimeline
Clear Harbor Asset Management, LLC3,525$451K0.04%+38013F-HRTimeline
Ted Buchan & Co3,515$450K0.21%+87013F-HRTimeline
Endowment Wealth Management, Inc.3,515$450K0.29%+1,26313F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,510$449K0.02%013F-HRTimeline
Ellis Investment Partners, LLC3,504$448K0.09%-16713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,475$444K<0.01%-36913F-HRTimelineGroup
Abbot Financial Management, Inc.3,464$443K0.23%-22813F-HRTimeline
Independent Wealth Network Inc.3,456$442K0.18%-7613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,404$435K0.35%-19313F-HRTimelineGroup
Flagship Private Wealth, LLC3,386$433K0.21%+313F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,389$433K0.08%-79313F-HRTimeline