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Disclosery

IBB ISHARES TR

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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
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,597$476K0.36%13F-HR/ATimelineGroup
LIBERTY WEALTH MANAGEMENT LLC3,575$473K0.08%-36813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,549$469K0.04%new13F-HRTimelineGroup
Coastwise Capital Group, LLC3,548$469K0.37%-5013F-HRTimeline
Independent Wealth Network Inc.3,532$467K0.19%-11013F-HRTimeline
KWB Wealth3,200$466K0.06%-94513F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,510$464K0.02%013F-HRTimeline
IHT Wealth Management, LLC3,485$461K0.01%-1,27313F-HRTimeline
CERTUITY, LLC3,435$454K0.05%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,426$453K0.04%-14313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,411$451K0.09%-4813F-HRTimeline
Legacy Edge Advisors, LLC3,422$451K0.07%+11713F-HRTimeline
Flagship Private Wealth, LLC3,383$447K0.22%+213F-HRTimeline
Institute for Wealth Management, LLC.3,377$446K0.06%013F-HRTimeline
Penbrook Management LLC3,360$444K0.3%013F-HRTimeline
Caprock Group, LLC3,344$442K0.01%new13F-HRTimeline
Carbahal Olsen Financial Services Group…3,320$439K0.4%13F-HRTimeline
CHOREO, LLC3,309$437K0.01%-12913F-HRTimeline
Anchor Investment Management, LLC3,278$433K0.04%-19613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,260$433K0.04%new13F-HRTimeline
NorthCrest Asset Manangement, LLC3,276$433K0.01%-1413F-HR/ATimeline
SPC Financial, Inc.3,265$432K0.04%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,202$430K0.24%-5013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,242$429K0.19%+5613F-HRTimeline
First Horizon Advisors, Inc.3,239$428K0.01%+513F-HRTimeline
SeaCrest Wealth Management, LLC3,233$427K0.04%-6,98013F-HRTimeline
Lighthouse Financial LLC3,210$424K0.34%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,063$424K0.06%-1,72513F-HRTimeline
Sequoia Financial Advisors, LLC3,205$424K<0.01%+59713F-HR/ATimeline
Triangle Securities Wealth Management3,196$423K0.11%-14813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GRIFFIN ASSET MANAGEMENT, INC.3,165$418K0.05%013F-HRTimeline
Marotta Asset Management3,148$418K0.09%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,154$417K<0.01%+78713F-HRTimelineGroup
Clear Harbor Asset Management, LLC3,145$416K0.03%+4013F-HRTimeline
J.W. COLE ADVISORS, INC.3,101$410K0.02%-17313F-HRTimeline
OMERS ADMINISTRATION Corp3,100$410K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,089$408K0.01%-68213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,080$407K0.03%+25113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,075$407K<0.01%+2,13013F-HRTimelineGroup
HCR Wealth Advisors3,061$405K0.05%-7,64513F-HRTimeline
Mesirow Financial Investment Management…3,051$403K0.01%013F-HRTimeline
King Wealth Management Group3,050$403K0.06%-113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,046$403K0.01%+2413F-HRTimeline
Maltin Wealth Management, Inc.3,045$403K0.2%+113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,034$401K0.04%+1,10313F-HRTimeline
West Coast Financial LLC3,000$397K0.04%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,000$397K0.03%013F-HRTimeline
PAX Financial Group, LLC3,000$397K0.07%013F-HRTimeline
Beverly Hills Private Wealth, LLC2,972$393K0.08%+1,31913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,959$391K<0.01%+49713F-HRTimelineGroup
Tudor Financial Inc.2,947$390K0.23%+16513F-HRTimeline
FISHMAN JAY A LTD/MI2,940$389K0.04%013F-HRTimeline
Fernwood Investment Management, LLC2,933$388K0.13%-49013F-HRTimeline
LongView Asset Management LLC2,933$388K0.34%13F-HRTimeline
Peregrine Asset Advisers, Inc.2,921$386K0.14%-54613F-HRTimeline
Werba Rubin Papier Wealth Management2,919$386K0.09%+113F-HRTimeline
Comprehensive Financial Consultants Ins…2,903$384K0.14%-1,03013F-HRTimeline
CWA Asset Management Group, LLC2,890$382K0.02%new13F-HRTimeline
HUB Investment Partners, LLC2,877$380K0.02%+1,16513F-HRTimeline
Grant Private Wealth Management Inc2,862$378K0.41%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,844$376K0.02%-1,27913F-HRTimelineGroup
MGB Wealth Management, LLC2,800$370K0.11%-1,60413F-HRTimeline
Joel Isaacson & Co., LLC2,794$369K0.02%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,789$369K0.01%+80813F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC2,782$368K0.04%-2213F-HRTimeline
SevenBridge Financial Group, LLC2,734$367K0.07%-40013F-HRTimeline
MONTAG A & ASSOCIATES INC2,775$367K0.02%013F-HRTimeline
Wescott Financial Advisory Group, LLC2,769$366K0.04%-25413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,746$363K0.01%+8113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,745$363K<0.01%+26713F-HRTimeline
EWG Elevate Inc.2,745$363K0.11%013F-HRTimeline
Prospera Financial Services Inc2,733$361K0.01%-14713F-HRTimeline
Beckerman Institutional, LLC2,730$361K0.29%+913F-HRTimeline
Robertson Stephens Wealth Management, L…2,728$361K0.01%-6013F-HRTimeline
Keystone Financial Group2,680$361K0.04%new13F-HRTimeline
Capital Market Strategies LLC2,724$360K0.21%-313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,715$359K0.01%013F-HRTimeline
Bank of New Hampshire2,712$359K0.09%-17213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,703$357K0.01%-1,24413F-HRTimelineGroup
Perigon Wealth Management, LLC2,684$357K0.01%-93113F-HRTimeline
Jacobi Capital Management LLC2,698$357K0.03%+2213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,687$355K0.01%+113F-HRTimeline
Pinnacle Financial Partners Inc2,685$355K0.01%+6013F-HRTimeline
Simmons Bankin group Simmons Bank2,675$354K0.03%013F-HRTimelineGroup
Heritage Investment Group, Inc.2,675$354K0.07%013F-HRTimeline
Hanson & Doremus Investment Management2,646$350K0.05%-13513F-HRTimeline
Ted Buchan & Co2,645$350K0.17%-6013F-HRTimeline
COURIER CAPITAL LLC2,637$349K0.02%-5,70013F-HRTimeline
DOVER ADVISORS, LLC2,618$346K0.2%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,611$345K0.02%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,608$345K<0.01%-51513F-HRTimelineGroup
Chancellor Financial Group WB LP2,596$343K0.28%13F-HRTimeline
Clare Market Investments LLC2,595$343K0.08%-1,10513F-HRTimeline
Berger Financial Group, Inc2,591$343K0.02%new13F-HRTimeline
Investmark Advisory Group LLC2,588$342K0.17%+113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,585$342K0.04%-2613F-HRTimeline
Vise Technologies, Inc.2,568$339K0.03%+22313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,552$337K0.13%+76413F-HR/ATimeline
Fisher Asset Management, LLC2,544$336K<0.01%+41013F-HRTimeline
Dana Investment Advisors, Inc.2,525$334K0.01%013F-HRTimeline
ALTFEST L J & CO INC2,502$331K0.04%-213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,501$331K0.02%+62913F-HRTimeline
Seed Wealth Management, Inc.2,500$331K0.27%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,498$330K0.01%013F-HRTimeline
CHAPIN DAVIS, INC.2,265$330K0.11%013F-HRTimeline
WARNER FINANCIAL, INC2,491$329K0.14%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,479$328K0.08%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co2,475$327K0.07%013F-HRTimeline
RB Capital Management, LLC2,471$327K0.08%+113F-HRTimeline
Objective Capital Management, LLC2,460$325K0.22%-60013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,444$323K<0.01%new13F-HRTimeline
CW Advisors, LLC2,416$319K<0.01%+24113F-HRTimeline
FineMark National Bank & Trust2,415$319K0.01%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,414$319K0.03%013F-HRTimeline
Pines Wealth Management, LLC2,391$317K0.14%13F-HRTimeline
Mechanics Bank Trust Department2,400$317K0.04%-60013F-HRTimeline
Leo Wealth, LLC2,395$317K0.03%-313F-HRTimeline
HB Wealth Management, LLC2,385$315K<0.01%-15013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,374$314K<0.01%-17513F-HRTimelineGroup
Bay Rivers Group2,365$313K0.15%-8413F-HRTimeline
SFE Investment Counsel2,361$312K0.07%-23913F-HRTimeline
James J. Burns & Company, LLC2,361$311K0.05%+31013F-HRTimeline
Procyon Advisors, LLC2,329$308K0.02%013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,314$306K0.04%-3513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,309$305K0.05%+32213F-HRTimeline
Weil Company, Inc.2,279$301K0.1%013F-HRTimeline
Bangor Savings Bank2,278$301K0.03%013F-HRTimeline
Atlas Private Wealth Advisors2,278$301K0.04%013F-HRTimeline
GFS Advisors, LLC2,259$299K0.05%+58513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,255$298K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Endowment Wealth Management, Inc.2,252$298K0.2%new13F-HRTimeline
Neumann Capital Management, LLC2,238$296K0.1%013F-HRTimeline
Castle Rock Wealth Management, LLC2,163$295K0.07%-42613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,197$290K0.16%+113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,196$290K0.01%+38413F-HRTimelineGroup
HBK Sorce Advisory LLC2,196$290K0.01%+11013F-HRTimeline
NorthRock Partners, LLC2,177$288K0.01%-11913F-HR/ATimeline
Allworth Financial LP2,093$285K<0.01%+56413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,150$284K0.01%-20013F-HRTimeline
AE Wealth Management LLC2,148$284K<0.01%-9813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,143$283K0.05%+16813F-HRTimeline
Brick & Kyle, Associates2,143$283K0.12%-2513F-HRTimeline
Northstar Group, Inc.2,118$280K0.05%-10013F-HRTimeline
Welch & Forbes LLC2,107$279K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,090$276K0.01%13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,084$276K0.08%new13F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC2,137$275K0.16%-14613F-HRTimeline
First Nebraska Trust Co2,071$274K0.03%-6513F-HRTimeline
Global Assets Advisory, LLC2,057$273K0.15%new13F-HRTimeline
Samalin Investment Counsel, LLC2,062$273K0.12%013F-HRTimeline
Kovack Advisors, Inc.2,060$272K0.03%+10413F-HRTimeline
Elk River Wealth Management LLC2,055$272K0.05%013F-HRTimeline
Massachusetts Wealth Management2,045$270K0.17%new13F-HRTimeline
Aptus Capital Advisors, LLC2,036$269K<0.01%+1,61013F-HRTimeline
Patten Group, Inc.2,029$268K0.06%-72113F-HRTimeline
10Elms LLP2,025$268K0.28%13F-HRTimeline
Regent Peak Wealth Advisors LLC2,005$265K0.06%-12213F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,004$265K0.02%+12413F-HRTimelineGroup
Caption Management, LLC2,000$264K0.01%013F-HRTimeline
Douglass Winthrop Advisors, LLC1,990$263K0.01%+5013F-HRTimeline
Rehmann Capital Advisory Group1,989$263K0.02%-47313F-HRTimeline
Arete Wealth Advisors, LLC1,990$263K0.02%+8013F-HRTimeline
Wedmont Private Capital1,975$262K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,972$261K0.01%+46513F-HRTimeline
Coastal Bridge Advisors, LLC1,950$258K0.06%013F-HRTimeline
EVERETT HARRIS & CO /CA/1,933$256K<0.01%013F-HRTimeline
UNITED BANK1,908$252K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,899$251K0.01%-24813F-HR/ATimelineGroup
Family Manage LLC1,895$251K0.04%-5513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,893$250K0.16%-413F-HRTimeline
COOKSON PEIRCE & CO INC1,882$249K0.01%013F-HRTimeline
NCM Capital Management, LLC1,865$247K0.11%013F-HRTimeline
BBR PARTNERS, LLC1,839$243K0.02%013F-HRTimeline
Retirement Planning Co of New England, …1,825$241K0.12%-613F-HRTimeline
Bravias Capital Group, LLC1,734$240K0.2%13F-HRTimeline
Jaffetilchin Investment Partners, LLC1,815$240K0.02%+113F-HRTimeline
RMR Wealth Builders1,803$238K0.02%-513F-HR/ATimeline
Essex LLC1,801$238K0.05%-9513F-HRTimeline
Compagnie Lombard Odier SCmA1,800$238K<0.01%013F-HRTimeline
ESL Trust Services, LLC1,800$238K0.05%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC1,796$237K0.11%-11313F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,796$237K0.01%+34413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,790$237K0.02%-14013F-HRTimeline
Graypoint LLC1,779$235K0.01%+16613F-HRTimeline
NWAM LLC1,774$235K0.01%-14213F-HRTimeline
Orion Porfolio Solutions, LLC1,767$234K<0.01%-4413F-HRTimeline
Orion Portfolio Solutions, LLC1,767$234K<0.01%-4413F-HRTimeline
One Capital Management, LLC1,766$233K0.01%-52913F-HRTimeline
Runnymede Capital Advisors, Inc.1,762$233K0.2%13F-HRTimeline
Asset Management Group, Inc.1,753$232K0.04%+113F-HRTimeline
Larson Financial Group LLC1,753$232K0.01%+10213F-HRTimeline
Heritage Wealth Advisors1,750$231K0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,748$231K0.04%-86113F-HRTimeline
Financial Advisors, LLC1,744$231K0.04%013F-HRTimeline
Hudock, Inc.1,734$229K0.04%new13F-HRTimeline
Atria Investments, Inc1,728$228K<0.01%+2813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,726$228K<0.01%+913F-HRTimeline
IMS Capital Management1,715$227K0.11%+113F-HRTimeline
Modern Wealth Management, LLC1,708$226K0.01%new13F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC1,704$225K0.02%-31113F-HRTimeline