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Disclosery

IBB ISHARES TR

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ISHARES BIOTECH (fund)

951 managers (961 13F filers) reported a position in IBB shares at 2025-12-31, 41,062,455 shares in all. 170 filers opened a position and 44 filers sold out during the quarter.

Managers
951
13F filers
961
New
170
Added
274
Reduced
221
Sold out
44
Shares held by filers
41,062,455

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
New England Private Wealth Advisors LLC13,072$2.21M0.27%+1213F-HR/ATimeline
Composition Wealth, LLC13,017$2.2M0.03%+52113F-HRTimeline
Main Street Financial Solutions, LLC12,932$2.18M0.16%+4,23813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,924$2.18M<0.01%-6,10513F-HRTimeline
Wealthfront Advisers LLC12,895$2.18M<0.01%+1,68413F-HRTimeline
Texas Yale Capital Corp.12,840$2.17M0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,787$2.16M<0.01%-27413F-HRTimeline
Eagle Strategies LLC12,286$2.07M0.26%-4313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC12,230$2.06M0.03%+2,71313F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…12,202$2.06M1.29%-1,20013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,035$2.03M0.02%+5,73513F-HRTimelineGroup
Deeter Investments LLP12,000$2.03M0.44%13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …15,976$2.02M0.22%-57813F-HRTimelineGroup
BURNS J W & CO INC/NY11,964$2.02M0.22%-1513F-HRTimeline
World Investment Advisors11,853$2M0.03%+3,97313F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,844$2M<0.01%+5,84213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,725$1.98M0.02%+10,30513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL11,676$1.97M0.01%-16613F-HRTimeline
WESBANCO BANK INC11,647$1.97M0.05%013F-HRTimeline
Traynor Capital Management, Inc.11,633$1.96M0.11%+35513F-HRTimeline
Bellwether Advisors, LLC11,622$1.96M0.31%-24913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC11,411$1.93M0.41%-2,70113F-HRTimeline
IFG Advisory, LLC11,374$1.92M0.08%+7,23313F-HRTimeline
Robertson Stephens Wealth Management, L…11,334$1.91M0.05%+8,89113F-HRTimeline
Clark Capital Management Group, Inc.11,321$1.91M0.01%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC11,182$1.89M0.48%new13F-HRTimeline
Arkadios Wealth Advisors10,923$1.84M0.04%+3,53613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …10,903$1.84M0.01%13F-HR/ATimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,865$1.83M0.03%+95513F-HRTimelineGroup
Arrowroot Family Office, LLC10,834$1.83M0.67%-1,24413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP10,830$1.83M0.13%+4,38013F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC10,800$1.82M0.69%-5,70013F-HR/ATimelineGroup
Novak & Powell Financial Services, Inc.10,783$1.82M0.95%-9813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding10,483$1.77M+982Timeline
SCOTIA CAPITAL INC.10,375$1.75M0.01%+73113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK10,228$1.73M0.85%+313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,213$1.72M0.06%-39913F-HRTimeline
GARRISON POINT ADVISORS, LLC10,203$1.72M0.76%-18513F-HRTimeline
Finer Wealth Management, Inc.10,072$1.7M0.82%+69213F-HRTimeline
Canton Hathaway, LLC9,961$1.68M0.32%013F-HRTimeline
Cannell & Spears LLC9,930$1.68M0.03%013F-HRTimeline
Blue Fin Capital, Inc.9,894$1.67M0.26%013F-HRTimeline
Telos Capital Management, Inc.9,829$1.66M0.15%-97213F-HRTimeline
WEXFORD CAPITAL LP9,765$1.65M0.42%new13F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…9,707$1.64M1.05%-5213F-HRTimeline
RS CRUM INC.9,451$1.6M0.32%013F-HRTimeline
Cresset Asset Management, LLC9,370$1.58M0.01%+48313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC9,364$1.58M0.11%+51913F-HRTimeline
NewEdge Wealth, LLC9,336$1.58M0.02%-2713F-HRTimeline
Mutual Advisors, LLC9,317$1.57M0.03%+3,00813F-HRTimeline
White Lighthouse Investment Management …9,271$1.56M0.22%-1,02213F-HRTimeline
FIL Ltdin group FIL Ltd9,247$1.56M<0.01%-2,30313F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT9,175$1.55M0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,076$1.53M0.1%013F-HRTimeline
Farther Finance Advisors, LLC9,074$1.53M0.02%+3,68113F-HRTimeline
Moors & Cabot, Inc.9,041$1.53M0.07%+1713F-HRTimeline
TUDOR INVESTMENT CORP ET AL8,963$1.51M0.01%+2,51313F-HRTimeline
Acropolis Investment Management, LLC8,902$1.5M0.07%-2413F-HRTimeline
VERITY Wealth Advisors8,898$1.5M0.93%013F-HRTimeline
Stegent Equity Advisors, Inc.8,845$1.49M1.16%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,782$1.48M0.03%-3113F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP8,760$1.48M0.62%-1,01313F-HRTimeline
Biltmore Family Office, LLC8,704$1.47M0.2%-12413F-HRTimeline
Capital Investment Advisors, LLC8,600$1.45M0.02%-6913F-HRTimeline
City State Bank8,582$1.45M0.4%+88913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,456$1.43M0.02%-17313F-HRTimelineGroup
WorthPointe, LLC8,440$1.42M0.37%new13F-HRTimeline
Busey Bank8,336$1.41M0.04%013F-HRTimeline
Northstar Advisory Group, LLC8,328$1.41M0.5%new13F-HRTimeline
Beaumont Financial Advisors, LLC8,307$1.4M0.09%-38713F-HRTimeline
BigSur Wealth Management LLC8,250$1.39M0.34%013F-HRTimeline
Chicago Partners Investment Group LLC7,881$1.38M0.03%+813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,015$1.35M<0.01%+2,85313F-HRTimelineGroup
CAXTON ASSOCIATES LLP8,010$1.35M0.03%new13F-HRTimeline
OLD MISSION CAPITAL LLC7,682$1.3M0.05%new13F-HRTimeline
Avior Wealth Management, LLC7,537$1.27M0.04%+53013F-HRTimeline
Signature Wealth Management Partners, L…7,520$1.27M0.63%013F-HRTimeline
Tudor Financial Inc.7,387$1.25M0.64%+4,49713F-HRTimeline
ADELL HARRIMAN & CARPENTER INC7,340$1.24M0.07%-3813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,339$1.24M0.01%+1,78913F-HRTimelineGroup
Shulman DeMeo Asset Management LLC7,302$1.23M0.28%-2913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,300$1.23M0.02%+1,98813F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd7,210$1.22M0.53%-6,00013F-HRTimeline
Milestone Investment Advisors LLC7,187$1.21M0.29%+513F-HRTimeline
Endowment Wealth Management, Inc.7,073$1.19M0.55%+1,20813F-HRTimeline
Focus Financial Network, Inc.7,071$1.19M0.04%-10213F-HRTimeline
FLOW TRADERS U.S. LLC7,007$1.18M0.04%-23,06913F-HRTimeline
Quantbot Technologies LP7,000$1.18M0.04%+79713F-HRTimeline
EP Wealth Advisors, LLC6,903$1.17M0.01%13F-HRTimeline
IEQ CAPITAL, LLC6,821$1.15M<0.01%-64913F-HRTimeline
JGP Global Gestao de Recursos Ltda.6,807$1.15M0.68%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC6,750$1.14M0.18%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,680$1.13M0.01%-16013F-HRTimelineGroup
Magnus Financial Group LLC6,668$1.13M0.09%+61613F-HRTimeline
O'ROURKE & COMPANY, Inc6,653$1.12M0.44%+35713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,615$1.12M0.02%-6213F-HRTimelineGroup
WASHINGTON GROWTH STRATEGIES LLC6,581$1.11M0.72%+5713F-HRTimeline
Baltimore-Washington Financial Advisors…6,557$1.11M0.05%-21213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,509$1.1M0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.6,476$1.09M0.1%+6213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,365$1.07M0.02%-47113F-HRTimeline
PROFFITT & GOODSON INC6,357$1.07M0.15%-65113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,312$1.07M0.06%+613F-HRTimelineGroup
Sigma Planning Corp6,265$1.06M0.03%+1,38613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,236$1.05M<0.01%+313F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC6,215$1.05M0.05%+3,73913F-HRTimeline
SteelPeak Wealth, LLC6,189$1.04M0.03%-24613F-HRTimeline
CWM, LLCin group CWM, LLC6,174$1.04M<0.01%-20913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.6,157$1.04M0.01%+3,74813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS6,125$1.03M0.02%013F-HRTimeline
Modera Wealth Management, LLC6,090$1.03M0.01%+2513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,089$1.03MnewTimeline
HBW ADVISORY SERVICES LLC6,084$1.03M0.11%new13F-HRTimeline
Wealthspire Advisors, LLC6,054$1.02M0.01%-30713F-HRTimeline
Raleigh Capital Management Inc.6,043$1.02M0.37%new13F-HRTimeline
Markin Volterra Fund LPin group Markin Asset Management, LP6,035$1.02M8.06%13F-HRTimelineGroup
Snowden Capital Advisors LLC5,910$998K0.03%+7113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,909$997K0.03%+1,26213F-HRTimelineGroup
HARRELL INVESTMENT PARTNERS, LLC5,895$995K0.23%new13F-HRTimeline
Summit Trail Advisors, LLC5,760$972K0.02%013F-HRTimeline
MEANS INVESTMENT CO., INC.5,754$971K0.08%-32313F-HRTimeline
D.A. DAVIDSON & CO.5,749$970K0.01%-7,95213F-HRTimeline
Sound View Wealth Advisors Group, LLC5,712$964K0.06%-56713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,669$957K0.07%+3,41713F-HRTimeline
Merit Financial Group, LLC5,643$952K0.01%-1,27513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,628$950K0.01%013F-HRTimelineGroup
Aprio Wealth Management, LLC5,597$945K0.05%-38913F-HRTimeline
BAILARD, INC.5,563$939K0.02%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …5,540$935K0.13%+2,62513F-HRTimeline
Cassaday & Co Wealth Management LLC5,536$934K0.02%+3013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,515$931K0.06%new13F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC5,502$929K0.31%new13F-HRTimeline
Knott David M Jr5,500$928K0.43%+1,00013F-HRTimeline
KKM Financial LLC5,456$921K0.16%new13F-HRTimeline
OneDigital Investment Advisors LLC5,420$915K0.01%-25913F-HRTimeline
Sharper & Granite LLC5,409$913K0.32%-36513F-HRTimeline
CIBC WORLD MARKET INC.5,378$908K<0.01%+1,39113F-HRTimeline
Cladis Investment Advisory, LLC5,375$907K0.5%-5013F-HRTimeline
DEARBORN PARTNERS LLC5,361$905K0.05%+27813F-HRTimeline
CALTON & ASSOCIATES, INC.5,335$900K0.13%-16913F-HRTimeline
Clarity Wealth Advisors, LLC5,211$880K0.18%-65713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,107$862K0.01%+18013F-HRTimelineGroup
American State Bank (Iowa)5,082$858K0.41%013F-HRTimeline
Evolution Wealth Advisors, LLC5,067$855K0.09%-25013F-HRTimeline
VestGen Advisors, LLC5,065$855K0.04%+1,82913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,010$846K0.04%+2,59013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC4,916$830K0.06%+3013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…4,901$827K0.01%-2,02613F-HRTimelineGroup
WHITTIER TRUST CO4,788$820K0.01%-5213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,846$818K<0.01%013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,845$818K<0.01%new13F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC4,845$818K0.06%+3013F-HRTimeline
Haverford Trust Co4,830$815K0.01%-613F-HRTimeline
RWA WEALTH PARTNERS, LLC4,830$815K0.01%-1313F-HRTimeline
Keystone Wealth Services, LLC4,823$814K0.17%new13F-HRTimeline
Harbour Capital Advisors, LLC4,778$807K0.16%-72513F-HRTimeline
Principle Wealth Partners LLC4,781$807K0.05%013F-HRTimeline
AlphaCore Capital LLC4,718$796K0.02%+3,89113F-HRTimeline
Legacy Edge Advisors, LLC4,705$794K0.09%-18013F-HRTimeline
TCV Trust & Wealth Management, Inc.4,702$794K0.06%013F-HRTimeline
HB Wealth Management, LLC4,699$793K0.01%+6613F-HRTimeline
Advantage Trust Co4,677$789K0.36%013F-HRTimeline
SMITH, MOORE & CO.4,675$789K0.06%013F-HRTimeline
Maxele Advisors, LLC4,652$785K0.64%-1813F-HRTimeline
EVOKE WEALTH, LLC4,624$780K0.02%+65013F-HRTimeline
Sovereign Financial Group, Inc.4,614$779K0.14%-9413F-HRTimeline
Prime Capital Investment Advisors, LLC4,588$774K0.01%-73013F-HRTimeline
DECISION INVESTMENTS, INC4,546$767K0.84%13F-HRTimeline
HOEY INVESTMENTS, INC4,508$761K0.1%+4,27313F-HRTimeline
Allworth Financial LP4,504$760K<0.01%-1,30213F-HRTimeline
Meridian Wealth Management, LLC4,476$755K0.03%-6013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,441$750K0.01%-16113F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,400$743K0.04%013F-HRTimeline
Realta Investment Advisors4,397$742K0.24%-8713F-HRTimeline
CWA Asset Management Group, LLC4,370$738K0.03%-16813F-HRTimeline
PFG Investments, LLC4,329$731K0.03%-913F-HRTimeline
Federation des caisses Desjardins du Qu…4,304$726K<0.01%-1013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC4,261$719K0.27%new13F-HRTimeline
Simplicity Wealth,LLC4,232$714K0.04%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,217$712K<0.01%+67813F-HRTimelineGroup
Navis Wealth Advisors, LLC4,206$710K0.3%+513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,200$709K0.07%013F-HRTimeline
HEADINVEST, LLC4,176$705K0.14%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,174$704K0.01%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.4,146$700K0.3%-1713F-HRTimeline
My Personal CFO, LLC4,140$699K0.29%new13F-HRTimeline
Fort Sheridan Advisors LLC4,133$698K0.09%013F-HRTimeline
Massachusetts Wealth Management4,015$678K0.32%+76213F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/4,000$675K0.99%new13F-HRTimeline
WEDBUSH SECURITIES INC3,995$674K0.02%+1,79913F-HRTimeline
Core Wealth Partners LLC3,988$673K0.3%+113F-HRTimeline
Pine Valley Investments Ltd Liability Co3,983$672K0.03%-3313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,954$667K+3,179Timeline
RITHOLTZ WEALTH MANAGEMENT3,939$665K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,929$663K0.03%+1,99013F-HRTimeline
Clear Harbor Asset Management, LLC3,905$659K0.05%+35013F-HRTimeline
Sepio Capital, LP3,885$656K0.04%new13F-HRTimeline
ICICI Prudential Asset Management Co Ltd3,877$654K0.08%013F-HRTimeline
CHELSEA COUNSEL CO3,800$641K0.28%-3013F-HRTimeline
WATERS PARKERSON & CO., LLC3,700$624K0.03%013F-HRTimeline