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Disclosery

IBB ISHARES TR

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ISHARES BIOTECH (fund)

799 managers (804 13F filers) reported a position in IBB shares at 2025-09-30, 32,035,099 shares in all. 78 filers opened a position and 64 filers sold out during the quarter.

Managers
799
13F filers
804
New
78
Added
158
Reduced
326
Sold out
64
Shares held by filers
32,035,099

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
RS CRUM INC.9,451$1.36M0.3%013F-HRTimeline
Finer Wealth Management, Inc.9,380$1.35M0.67%+24513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT9,175$1.32M0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,076$1.31M0.09%013F-HRTimeline
Moors & Cabot, Inc.9,024$1.3M0.06%-19,12413F-HRTimeline
VERITY Wealth Advisors8,898$1.28M0.81%013F-HRTimeline
Cresset Asset Management, LLC8,887$1.28M0.01%+10213F-HR/ATimeline
KANAWHA CAPITAL MANAGEMENT LLC8,845$1.28M0.09%+7813F-HRTimeline
Biltmore Family Office, LLC8,828$1.27M0.18%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,813$1.27M0.03%-9013F-HRTimelineGroup
Main Street Financial Solutions, LLC8,694$1.26M0.08%-20513F-HRTimeline
Beaumont Financial Advisors, LLC8,694$1.26M0.08%-27513F-HRTimeline
Capital Investment Advisors, LLC8,669$1.25M0.02%-36413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,654$1.25M0.27%-15513F-HRTimeline
Corecam Pte. Ltd.8,640$1.25M0.67%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,629$1.25M0.02%+11113F-HRTimelineGroup
Chicago Partners Investment Group LLC7,873$1.24M0.03%013F-HRTimeline
Qube Research & Technologies Ltd8,571$1.24M<0.01%+6,01913F-HRTimeline
Busey Bank8,336$1.2M0.03%-21113F-HRTimeline
BigSur Wealth Management LLC8,250$1.19M0.29%013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.8,000$1.15M0.7%013F-HRTimeline
World Investment Advisors7,880$1.14M0.02%+19613F-HRTimeline
Acropolis Investment Management, LLC8,926$1.13M0.06%+1,66813F-HRTimeline
City State Bank7,693$1.11M0.32%+1313F-HRTimeline
Signature Wealth Management Partners, L…7,520$1.09M0.57%-15013F-HRTimeline
IEQ CAPITAL, LLC7,470$1.08M<0.01%+1,70313F-HRTimeline
Richard W. Paul & Associates, LLC7,457$1.08M0.37%+16813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,413$1.07M0.06%+1,98513F-HRTimelineGroup
Arkadios Wealth Advisors7,387$1.07M0.03%+47013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC7,378$1.07M0.06%-17713F-HRTimeline
Integrated Wealth Concepts LLC7,333$1.06M0.01%-54913F-HRTimeline
Shulman DeMeo Asset Management LLC7,331$1.06M0.24%-3113F-HRTimeline
Milestone Investment Advisors LLC7,182$1.04M0.26%-14313F-HRTimeline
Focus Financial Network, Inc.7,173$1.04M0.04%-14513F-HRTimeline
PROFFITT & GOODSON INC7,008$1.01M0.15%-6213F-HRTimeline
Avior Wealth Management, LLC7,007$1.01M0.03%+7613F-HRTimeline
Cubist Systematic Strategies, LLC6,941$1M0.01%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…6,927$1M0.02%-57013F-HRTimelineGroup
Merit Financial Group, LLC6,918$999K0.01%-7,79513F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,840$987K0.01%013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,836$987K0.02%+10813F-HRTimeline
Baltimore-Washington Financial Advisors…6,769$977K0.04%-3013F-HRTimeline
Mutual Advisors, LLC6,309$975K0.02%-1,42113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC6,750$974K0.16%-39013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,677$964K0.02%-42413F-HRTimelineGroup
LM Advisors LLC6,569$948K0.14%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,560$947K0.03%-44,47713F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC6,524$942K0.67%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,508$940K0.02%-1,08413F-HRTimeline
NWI MANAGEMENT LP6,500$938K0.09%013F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP6,450$931K0.07%+67613F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,450$931K0.01%new13F-HR/ATimeline
SteelPeak Wealth, LLC6,435$929K0.03%+45813F-HRTimeline
WEBSTER BANK, N. A.6,414$926K0.09%013F-HRTimeline
Westwood Wealth Management6,395$923K0.34%-48513F-HRTimeline
CWM, LLCin group CWM, LLC6,383$921K<0.01%-13813F-HRTimelineGroup
Wealthspire Advisors, LLC6,361$918K<0.01%-56013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,306$910K0.05%-39813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management6,300$910K0.01%-8,52013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc6,296$909K0.38%-21313F-HRTimeline
Sound View Wealth Advisors Group, LLC6,279$906K0.06%-11413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,233$900K<0.01%-1,20113F-HRTimelineGroup
Quantbot Technologies LP6,203$896K0.02%-4,05713F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS6,125$884K0.02%new13F-HRTimeline
Quantinno Capital Management LP6,082$878K<0.01%+1,76413F-HRTimeline
MEANS INVESTMENT CO., INC.6,077$877K0.08%-50613F-HRTimeline
Modera Wealth Management, LLC6,065$876K0.01%-19013F-HRTimeline
Magnus Financial Group LLC6,052$874K0.07%-4,90113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,002$867K<0.01%-70113F-HRTimelineGroup
Aprio Wealth Management, LLC5,986$864K0.09%-7,11713F-HRTimeline
Clarity Wealth Advisors, LLC5,868$847K0.19%-2,60213F-HRTimeline
Endowment Wealth Management, Inc.5,865$847K0.38%+1,28013F-HRTimeline
Snowden Capital Advisors LLC5,839$843K0.02%+2313F-HRTimeline
Allworth Financial LP5,806$838K<0.01%-25613F-HRTimeline
Sharper & Granite LLC5,774$834K0.3%-1,80613F-HRTimeline
Summit Trail Advisors, LLC5,760$832K0.01%013F-HRTimeline
Harbour Capital Advisors, LLC5,503$828K0.17%-6013F-HRTimeline
OneDigital Investment Advisors LLC5,679$820K0.01%-18213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,628$813K<0.01%-913F-HRTimelineGroup
BAILARD, INC.5,563$803K0.02%013F-HRTimeline
PFG Advisors5,552$802K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,550$801K0.01%-2213F-HRTimelineGroup
Cassaday & Co Wealth Management LLC5,506$795K0.02%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,504$795K0.12%+8113F-HRTimeline
Cladis Investment Advisory, LLC5,425$783K0.45%-28513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,411$781K0.01%+19713F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC5,405$780K0.04%013F-HRTimeline
Farther Finance Advisors, LLC5,393$779K0.01%+8813F-HRTimeline
Addison Capital Co5,333$770K0.23%+2,20413F-HRTimeline
Prime Capital Investment Advisors, LLC5,318$768K0.01%-4,60913F-HRTimeline
Evolution Wealth Advisors, LLC5,317$768K0.1%-30513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,312$767K0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,162$745K<0.01%-20113F-HRTimelineGroup
DEARBORN PARTNERS LLC5,083$734K0.03%-30013F-HRTimeline
American State Bank (Iowa)5,082$734K0.37%013F-HRTimeline
WHITTIER TRUST CO4,840$731K0.01%-76913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,927$711K<0.01%+29413F-HR/ATimelineGroup
Logan Stone Capital, LLC4,892$706K0.32%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC4,886$705K0.05%013F-HRTimeline
Legacy Edge Advisors, LLC4,885$705K0.08%+90813F-HRTimeline
Sigma Planning Corp4,879$704K0.02%-13713F-HRTimeline
Advisory Services Network, LLC4,876$704K0.01%+90013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,846$700K<0.01%new13F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC4,843$699K0.01%-88613F-HRTimeline
Haverford Trust Co4,836$698K0.01%+613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,815$695K0.05%-23713F-HRTimeline
Principle Wealth Partners LLC4,781$690K0.04%-30013F-HRTimeline
Sovereign Financial Group, Inc.4,708$680K0.13%-1213F-HRTimeline
TCV Trust & Wealth Management, Inc.4,702$679K0.06%013F-HRTimeline
Advantage Trust Co4,677$675K0.31%-37513F-HRTimeline
SMITH, MOORE & CO.4,675$675K0.05%-26013F-HRTimeline
Maxele Advisors, LLC4,670$674K0.58%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,647$671K0.02%013F-HRTimelineGroup
HB Wealth Management, LLC4,633$669K<0.01%+1,99313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,602$664K0.01%+10113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,557$658K<0.01%-90713F-HRTimelineGroup
CWA Asset Management Group, LLC4,538$655K0.02%-30013F-HRTimeline
Meridian Wealth Management, LLC4,536$655K0.03%-4013F-HRTimeline
Humankind Investments LLC4,500$650K0.15%013F-HRTimeline
Knott David M Jr4,500$650K0.27%+2,50013F-HRTimeline
Realta Investment Advisors4,484$647K0.22%+4,08813F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,400$635K0.04%013F-HRTimeline
Quantitative Investment Management, LLC4,362$629K0.09%+2,73413F-HRTimeline
PFG Investments, LLC4,338$626K0.03%-5613F-HRTimeline
Federation des caisses Desjardins du Qu…4,314$623K<0.01%-41813F-HRTimeline
Navis Wealth Advisors, LLC4,201$607K0.46%+213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,200$606K<0.01%013F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC4,200$606K0.06%013F-HRTimeline
HEADINVEST, LLC4,176$603K0.12%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,174$603K0.01%+25013F-HRTimeline
Coastal Bridge Advisors, LLC4,165$601K0.05%-1,21213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,163$601K0.29%-4313F-HRTimeline
IFG Advisory, LLC4,141$598K0.03%+1,15613F-HRTimeline
Fort Sheridan Advisors LLC4,133$597K0.08%013F-HRTimeline
FIRST MERCHANTS CORP4,115$594K0.02%-1,26813F-HRTimeline
Pacific Sun Financial Corp4,097$591K0.29%-17013F-HRTimeline
Gladstone Institutional Advisory LLC4,016$580K0.02%+10713F-HRTimeline
Pine Valley Investments Ltd Liability Co4,016$580K0.03%-6413F-HRTimeline
Core Wealth Partners LLC3,987$576K0.26%-29113F-HRTimeline
CIBC WORLD MARKET INC.3,987$576K<0.01%+52613F-HRTimeline
EVOKE WEALTH, LLC3,974$574K0.01%013F-HRTimeline
Krilogy Financial LLC3,592$569K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,923$566K0.01%-7713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,909$564K0.01%-71413F-HRTimeline
SPC Financial, Inc.3,890$562K0.04%+70013F-HRTimeline
Triumph Capital Management3,879$560K0.15%-76413F-HR/ATimeline
ICICI Prudential Asset Management Co Ltd3,877$560K0.06%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,875$559K<0.01%-1,32913F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,852$556K0.06%013F-HRTimeline
CHELSEA COUNSEL CO3,830$553K0.25%013F-HRTimeline
WATERS PARKERSON & CO., LLC3,700$534K0.03%013F-HRTimeline
Creekside Partners3,614$522K0.23%-23113F-HRTimeline
MIDDLETON & CO INC/MA3,600$520K0.06%013F-HRTimeline
NAVELLIER & ASSOCIATES INC3,572$516K0.05%new13F-HRTimeline
Clear Harbor Asset Management, LLC3,555$513K0.04%013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.3,539$511K<0.01%+1,23313F-HRTimelineGroup
Coastwise Capital Group, LLC3,521$508K0.36%+113F-HRTimeline
Community Financial Services Group, LLC3,514$507K0.09%-11013F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,510$507K0.02%013F-HRTimeline
Bigelow Investment Advisors, LLC3,498$505K0.2%-3,24213F-HRTimeline
Chemistry Wealth Management LLC3,486$503K0.1%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,472$501K0.07%-10713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,468$501K<0.01%-1813F-HRTimelineGroup
Abbot Financial Management, Inc.3,444$497K0.21%-2013F-HRTimeline
NorthCrest Asset Manangement, LLC3,300$497K0.01%+2313F-HRTimeline
SlateStone Wealth, LLC3,420$494K0.04%-2,37013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,413$493K0.01%-34913F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,404$491K0.31%013F-HRTimelineGroup
Caprock Group, LLC3,553$491K0.01%13F-HRTimeline
Glassman Wealth Services3,397$490K0.07%-20113F-HRTimeline
Kelman-Lazarov, Inc.3,393$490K0.07%-12813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,386$489K0.01%+43713F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,340$482K<0.01%013F-HRTimeline
Rockingstone Advisors LLC3,328$480K0.24%-71013F-HRTimeline
Midwest Trust Co3,322$480K0.01%-24813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,300$476K<0.01%-71013F-HRTimeline
Tyche Wealth Partners LLC3,296$476K0.08%013F-HRTimeline
Pines Wealth Management, LLC3,257$470K0.16%+21813F-HRTimeline
Massachusetts Wealth Management3,253$470K0.23%+45013F-HRTimeline
Ellis Investment Partners, LLC3,240$468K0.08%-27713F-HRTimeline
Marotta Asset Management3,148$468K0.09%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,236$467K0.19%-10913F-HRTimeline
VestGen Advisors, LLC3,236$467K0.02%new13F-HRTimeline
Kingsview Wealth Management, LLC3,201$462K0.01%-18013F-HRTimeline
Dakota Wealth Management3,173$458K0.01%-1,52613F-HR/ATimeline
Institute for Wealth Management, LLC.3,154$455K0.05%-13813F-HRTimeline
Carbahal Olsen Financial Services Group…3,133$452K0.36%-11413F-HRTimeline
King Wealth Management Group3,116$450K0.06%+113F-HRTimeline
LANARK FINANCIAL, INC.3,101$448K0.03%-20513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC3,066$443K0.06%new13F-HRTimeline
Triangle Securities Wealth Management3,036$438K0.1%-11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Maltin Wealth Management, Inc.3,034$438K0.18%+213F-HRTimeline
Flagship Private Wealth, LLC3,024$437K0.18%-12713F-HRTimeline
OAKWORTH CAPITAL, INC.3,013$435K0.03%+1313F-HRTimeline
Lighthouse Financial LLC3,010$435K0.29%013F-HRTimeline
CHOREO, LLC2,978$430K0.01%-9313F-HRTimeline
Beverly Hills Private Wealth, LLC2,971$429K0.08%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,969$429K0.04%-14513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,947$425K0.06%+50313F-HRTimeline
Werba Rubin Papier Wealth Management2,940$425K0.07%013F-HRTimeline