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Disclosery

IBB ISHARES TR

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ISHARES BIOTECH (fund)

794 managers (800 13F filers) reported a position in IBB shares at 2025-06-30, 31,124,944 shares in all. 43 filers opened a position and 84 filers sold out during the quarter.

Managers
794
13F filers
800
New
43
Added
138
Reduced
352
Sold out
84
Shares held by filers
31,124,944

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Investment Advisors, LLC9,033$1.14M0.02%-80413F-HR/ATimeline
Beaumont Financial Advisors, LLC8,969$1.13M0.08%-40713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,903$1.13M0.03%-1,74813F-HRTimelineGroup
Main Street Financial Solutions, LLC8,899$1.13M0.08%-27413F-HRTimeline
VERITY Wealth Advisors8,898$1.13M0.76%013F-HRTimeline
Biltmore Family Office, LLC8,828$1.12M0.19%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,809$1.11M0.25%013F-HRTimeline
Cresset Asset Management, LLC8,785$1.11M0.01%-1,84213F-HR/ATimeline
KANAWHA CAPITAL MANAGEMENT LLC8,767$1.11M0.08%+12413F-HRTimeline
Connecticut Wealth Management, LLC8,659$1.1M0.05%013F-HRTimeline
Busey Bank8,547$1.08M0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,518$1.08M0.02%-23613F-HRTimelineGroup
Clarity Wealth Advisors, LLC8,470$1.07M0.26%-2,01913F-HRTimeline
Chicago Partners Investment Group LLC7,873$1.07M0.03%-1,31813F-HRTimeline
Novak & Powell Financial Services, Inc.8,323$1.05M0.73%-2,39213F-HRTimeline
Mutual Advisors, LLC7,730$1.05M0.03%-1,35913F-HRTimeline
BigSur Wealth Management LLC8,250$1.04M0.26%013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.8,000$1.01M0.57%+1,00013F-HRTimeline
Integrated Wealth Concepts LLC7,882$997K0.01%-30413F-HRTimeline
Sharper & Granite LLC7,580$982K0.37%+1,41013F-HRTimeline
NewEdge Wealth, LLC7,435$976K0.02%-40713F-HRTimeline
World Investment Advisors7,684$972K0.02%+72113F-HRTimeline
City State Bank7,680$972K0.3%-61013F-HRTimeline
Signature Wealth Management Partners, L…7,670$970K0.55%-27713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,592$960K0.02%+4,63613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC7,555$956K0.06%-8513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…7,497$948K0.02%+1,43613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,434$940K<0.01%-17913F-HRTimelineGroup
SCOTIA CAPITAL INC.7,402$936K<0.01%-1,67613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,397$936K0.04%-58013F-HRTimelineGroup
Shulman DeMeo Asset Management LLC7,362$931K0.23%-2413F-HRTimeline
Milestone Investment Advisors LLC7,325$927K0.24%-77713F-HRTimeline
Focus Financial Network, Inc.7,318$926K0.04%+15813F-HRTimeline
Richard W. Paul & Associates, LLC7,289$922K0.33%+56013F-HRTimeline
Acropolis Investment Management, LLC7,258$918K0.05%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC7,140$903K0.2%+45013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,101$898K0.02%-1,75613F-HRTimelineGroup
PROFFITT & GOODSON INC7,070$894K0.14%+7313F-HRTimeline
Belpointe Asset Management LLC6,964$881K0.04%-16613F-HRTimeline
Avior Wealth Management, LLC6,931$877K0.03%-64713F-HRTimeline
Wealthspire Advisors, LLC6,921$876K<0.01%-4,10513F-HRTimeline
Arkadios Wealth Advisors6,917$875K0.03%+82813F-HRTimeline
Westwood Wealth Management6,880$870K0.29%-6,76013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,840$865K0.01%-7513F-HRTimelineGroup
Baltimore-Washington Financial Advisors…6,799$860K0.04%-1613F-HRTimeline
Bigelow Investment Advisors, LLC6,740$853K0.38%-1,58713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,728$851K0.01%-1,65013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,704$848K0.06%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,703$848K<0.01%-35113F-HRTimelineGroup
EP Wealth Advisors, LLC6,637$840K0.01%-2,30513F-HRTimeline
Patriot Financial Group Insurance Agenc…6,626$838K0.1%-2713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,614$837K<0.01%-249,55013F-HRTimelineGroup
MEANS INVESTMENT CO., INC.6,583$833K0.08%-2,74013F-HRTimeline
LM Advisors LLC6,569$831K0.11%-21013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC6,524$825K0.63%+6,39613F-HRTimeline
CWM, LLCin group CWM, LLC6,521$825K<0.01%-1,37113F-HRTimelineGroup
O'ROURKE & COMPANY, Inc6,509$823K0.38%-21613F-HRTimeline
NWI MANAGEMENT LP6,500$822K0.08%013F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.6,465$818K<0.01%+12813F-HRTimeline
WEBSTER BANK, N. A.6,414$811K0.08%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,393$809K0.06%-8013F-HRTimeline
Modera Wealth Management, LLC6,255$791K0.01%+24913F-HRTimeline
Allworth Financial LP6,062$767K<0.01%+4,31313F-HRTimeline
Maven Securities LTDin group Maven Securities LTD6,014$761K0.2%new13F-HRTimelineGroup
SteelPeak Wealth, LLC5,977$756K0.03%-12913F-HRTimeline
OneDigital Investment Advisors LLC5,861$741K0.01%-1,14213F-HRTimeline
Snowden Capital Advisors LLC5,816$736K0.02%-2713F-HRTimeline
SlateStone Wealth, LLC5,790$732K0.07%-12013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP5,774$730K0.06%-10,50813F-HRTimeline
IEQ CAPITAL, LLC5,767$730K<0.01%-30213F-HRTimeline
Summit Trail Advisors, LLC5,760$729K0.01%new13F-HRTimeline
Ikarian Capital, LLCin group Ikarian Capital, LLC5,755$728K0.24%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC5,729$725K0.01%-2,77313F-HRTimeline
Cladis Investment Advisory, LLC5,710$722K0.45%013F-HRTimeline
Harbour Capital Advisors, LLC5,563$721K0.15%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,637$713K<0.01%-2413F-HRTimelineGroup
Evolution Wealth Advisors, LLC5,622$711K0.1%-13113F-HRTimeline
WHITTIER TRUST CO5,609$710K0.01%-44413F-HRTimeline
J. Goldman & Co LP5,600$708K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,572$705K0.01%013F-HRTimelineGroup
BAILARD, INC.5,563$704K0.02%+213F-HRTimeline
Atria Wealth Solutions, Inc.5,502$703K0.02%-7,74213F-HRTimeline
Tyler-Stone Wealth Management5,518$698K0.11%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,506$697K0.02%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,464$691K<0.01%+34113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd5,428$687K0.03%+85513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.5,423$686K0.12%-8213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,405$684K0.04%013F-HRTimeline
FIRST MERCHANTS CORP5,383$681K0.03%013F-HRTimeline
DEARBORN PARTNERS LLC5,383$681K0.03%-8813F-HRTimeline
Coastal Bridge Advisors, LLC5,377$680K0.06%-1,45013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,363$678K<0.01%+1,80613F-HRTimelineGroup
Northeast Financial Consultants Inc5,347$676K0.03%-1,46413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,312$672K0.01%+47113F-HRTimelineGroup
Farther Finance Advisors, LLC5,305$671K0.01%-85213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,052$664K0.06%+4313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,214$660K0.01%-3,40513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,204$659K<0.01%013F-HRTimeline
My Personal CFO, LLC5,140$650K0.3%013F-HRTimeline
American State Bank (Iowa)5,082$643K0.36%013F-HRTimeline
Principle Wealth Partners LLC5,081$643K0.04%-7913F-HRTimeline
Advantage Trust Co5,052$639K0.31%-8613F-HRTimeline
Sigma Planning Corp5,016$635K0.02%-1,17513F-HRTimeline
MYDA Advisors LLC5,000$633K0.18%-5,00013F-HRTimeline
SMITH, MOORE & CO.4,935$624K0.05%-17513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,917$622K-25,989Timeline
MARCO INVESTMENT MANAGEMENT LLC4,886$618K0.05%013F-HRTimeline
D.A. DAVIDSON & CO.4,876$617K<0.01%+1,03913F-HRTimeline
CWA Asset Management Group, LLC4,838$612K0.03%-86413F-HRTimeline
Haverford Trust Co4,830$611K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,732$599K<0.01%-7113F-HRTimeline
Sovereign Financial Group, Inc.4,720$597K0.12%-13413F-HRTimeline
TCV Trust & Wealth Management, Inc.4,702$595K0.05%013F-HRTimeline
Dakota Wealth Management4,699$594K0.01%-10,64413F-HRTimeline
Maxele Advisors, LLC4,670$591K0.52%-1013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,645$588K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC4,647$588K0.07%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,647$588K0.02%013F-HRTimelineGroup
Triumph Capital Management4,643$587K0.18%-28313F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,633$586K<0.01%-82713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,623$585K0.01%-11913F-HRTimeline
Endowment Wealth Management, Inc.4,585$580K0.3%+1,07013F-HRTimeline
Meridian Wealth Management, LLC4,576$579K0.02%+23313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,501$569K0.01%+59913F-HRTimeline
Humankind Investments LLC4,500$569K0.14%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,400$557K0.03%-1,37913F-HRTimeline
PFG Investments, LLC4,394$556K0.03%-1,37013F-HRTimeline
Quantinno Capital Management LP4,318$546K<0.01%+2,45413F-HRTimeline
Core Wealth Partners LLC4,278$541K0.27%013F-HRTimeline
Pacific Sun Financial Corp4,267$540K0.28%-11013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,206$532K0.27%-513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,200$531K<0.01%013F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC4,200$531K0.07%013F-HRTimeline
Navis Wealth Advisors, LLC4,199$531K0.45%013F-HRTimeline
NorthCoast Asset Management LLC4,186$530K<0.01%+7913F-HRTimeline
HEADINVEST, LLC4,176$528K0.11%-1013F-HRTimeline
Advisory Services Network, LLC3,976$528K0.01%-1,38213F-HRTimeline
Fort Sheridan Advisors LLC4,133$523K0.07%+29813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,083$517K<0.01%-89813F-HR/ATimeline
Pine Valley Investments Ltd Liability Co4,080$516K0.03%-11913F-HRTimeline
Rockingstone Advisors LLC4,038$511K0.27%-28513F-HRTimeline
SeaBridge Investment Advisors LLC4,015$508K0.09%-1,67513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…4,010$507K<0.01%-67013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,000$506K0.01%-52313F-HRTimelineGroup
Legacy Edge Advisors, LLC3,977$503K0.07%+4713F-HRTimeline
EVOKE WEALTH, LLC3,974$503K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,924$496K<0.01%+28313F-HRTimeline
Gladstone Institutional Advisory LLC3,909$495K0.02%+25413F-HRTimeline
ICICI Prudential Asset Management Co Ltd3,877$490K0.06%013F-HRTimeline
Sculati Wealth Management, LLC3,874$490K0.18%-1,47513F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,852$487K0.06%-9013F-HRTimeline
Creekside Partners3,845$486K0.23%013F-HRTimeline
CHELSEA COUNSEL CO3,830$485K0.24%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,762$475K0.01%-1,91613F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC3,725$471K0.12%013F-HRTimeline
WATERS PARKERSON & CO., LLC3,700$468K0.02%-15013F-HRTimeline
Community Financial Services Group, LLC3,624$458K0.09%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,614$458K<0.01%013F-HRTimeline
MIDDLETON & CO INC/MA3,600$455K0.05%013F-HRTimeline
Glassman Wealth Services3,598$455K0.07%013F-HRTimeline
FineMark National Bank & Trust3,594$455K0.02%-91113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,579$453K0.07%+213F-HRTimeline
Midwest Trust Co3,570$452K0.01%13F-HRTimeline
Clear Harbor Asset Management, LLC3,555$450K0.03%+3013F-HRTimeline
Kelman-Lazarov, Inc.3,521$445K0.07%-16613F-HRTimeline
Coastwise Capital Group, LLC3,520$445K0.35%-3013F-HRTimeline
Ellis Investment Partners, LLC3,517$445K0.09%+1313F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,510$444K0.02%013F-HRTimeline
Chemistry Wealth Management LLC3,486$441K0.09%-12713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,486$441K<0.01%+15313F-HRTimelineGroup
Abbot Financial Management, Inc.3,464$438K0.2%013F-HRTimeline
CIBC WORLD MARKET INC.3,461$438K<0.01%+16413F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,404$431K0.31%013F-HRTimelineGroup
Kingsview Wealth Management, LLC3,381$428K0.01%+13513F-HRTimeline
NorthCrest Asset Manangement, LLC3,277$426K0.01%013F-HRTimeline
Independent Wealth Network Inc.3,363$426K0.15%-9313F-HRTimeline
B. Riley Wealth Advisors, Inc.3,357$425K0.02%-1,86113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,345$423K0.18%+8413F-HRTimeline
Sequoia Financial Advisors, LLC3,340$423K<0.01%-34413F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,315$419K0.11%-30013F-HRTimeline
LANARK FINANCIAL, INC.3,306$418K0.03%-47813F-HRTimeline
Tyche Wealth Partners LLC3,296$417K0.08%-75413F-HRTimeline
Institute for Wealth Management, LLC.3,292$416K0.05%-8513F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,251$411K0.07%-13813F-HRTimeline
Carbahal Olsen Financial Services Group…3,247$411K0.35%-5513F-HRTimeline
SPC Financial, Inc.3,190$404K0.03%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,165$400K0.05%013F-HRTimeline
Flagship Private Wealth, LLC3,151$399K0.17%-23513F-HR/ATimeline
Marotta Asset Management3,148$398K0.08%013F-HRTimeline
Triangle Securities Wealth Management3,146$398K0.1%+5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management3,133$396K0.01%-55713F-HRTimelineGroup
Addison Capital Co3,129$396K0.14%+32413F-HRTimeline
Pines Wealth Management, LLC3,039$395K0.14%+18413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,114$394K0.04%-23713F-HRTimeline
King Wealth Management Group3,115$394K0.05%+7513F-HRTimeline
CHOREO, LLC3,071$389K0.01%+8013F-HRTimeline
Maltin Wealth Management, Inc.3,032$384K0.17%013F-HRTimeline
Lighthouse Financial LLC3,010$381K0.29%-20013F-HRTimeline
OAKWORTH CAPITAL, INC.3,000$380K0.02%013F-HRTimeline
HCR Wealth Advisors2,999$379K0.04%-6213F-HRTimeline