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Disclosery

IBB ISHARES TR

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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
Institute for Wealth Management, LLC.3,377$432K0.06%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,351$429K0.04%-7513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,333$426K<0.01%+17913F-HRTimelineGroup
Caprock Group, LLC3,308$423K0.01%-3613F-HRTimeline
Carbahal Olsen Financial Services Group…3,302$422K0.4%-1813F-HRTimeline
CIBC WORLD MARKET INC.3,297$422K<0.01%-75713F-HRTimeline
NorthCrest Asset Manangement, LLC3,277$419K0.01%+113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,261$417K0.2%+1913F-HRTimeline
Kingsview Wealth Management, LLC3,246$415K0.01%-28,83813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,246$415K0.24%+4413F-HRTimeline
Penbrook Management LLC3,240$414K0.31%-12013F-HRTimeline
WEDBUSH SECURITIES INC3,211$411K0.02%-81913F-HRTimeline
Lighthouse Financial LLC3,210$411K0.35%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,089$408K0.01%013F-HRTimelineGroup
SPC Financial, Inc.3,190$408K0.04%-7513F-HRTimeline
First Horizon Advisors, Inc.3,181$407K0.01%-5813F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,165$405K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,135$401K0.04%-12513F-HRTimeline
IHT Wealth Management, LLC3,123$399K0.01%-36213F-HRTimeline
Triangle Securities Wealth Management3,096$396K0.1%-10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Anchor Investment Management, LLC3,082$394K0.04%-19613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,075$393K<0.01%013F-HRTimelineGroup
HCR Wealth Advisors3,061$392K0.05%013F-HRTimeline
King Wealth Management Group3,040$389K0.06%-1013F-HRTimeline
Maltin Wealth Management, Inc.3,032$388K0.18%-1313F-HRTimeline
West Coast Financial LLC3,000$384K0.04%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,000$384K0.03%013F-HRTimeline
PAX Financial Group, LLC3,000$384K0.07%013F-HRTimeline
CHOREO, LLC2,991$383K0.01%-31813F-HRTimeline
Berger Financial Group, Inc2,980$381K0.03%+38913F-HRTimeline
Beverly Hills Private Wealth, LLC2,971$380K0.08%-113F-HRTimeline
Aptus Capital Advisors, LLC2,956$378K<0.01%+92013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,956$378K0.01%+21013F-HRTimeline
Tudor Financial Inc.2,947$377K0.23%013F-HRTimeline
FISHMAN JAY A LTD/MI2,940$376K0.04%013F-HRTimeline
Werba Rubin Papier Wealth Management2,920$373K0.08%+113F-HRTimeline
Peregrine Asset Advisers, Inc.2,916$373K0.14%-513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,915$373K0.03%-16513F-HRTimeline
Richmond Brothers, Inc.2,913$373K0.24%-86413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,861$366K0.03%-17313F-HRTimeline
Sowell Financial Services LLC2,854$365K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,832$362K0.02%-1213F-HRTimelineGroup
Addison Capital Co2,805$359K0.14%+1,19913F-HRTimeline
Joel Isaacson & Co., LLC2,795$357K0.02%+113F-HRTimeline
James J. Burns & Company, LLC2,782$356K0.06%+42113F-HRTimeline
MONTAG A & ASSOCIATES INC2,775$355K0.02%013F-HRTimeline
Wescott Financial Advisory Group, LLC2,769$354K0.04%013F-HRTimeline
Grant Private Wealth Management Inc2,762$353K0.38%-10013F-HRTimeline
Beckerman Institutional, LLC2,751$352K0.25%+2113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,738$350K0.01%-5113F-HRTimelineGroup
Capital Market Strategies LLC2,724$348K0.23%013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH63,000$347K<0.01%+24,00013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,703$346K<0.01%-4213F-HRTimeline
Simmons Bankin group Simmons Bank2,675$342K0.03%013F-HRTimelineGroup
Heritage Investment Group, Inc.2,675$342K0.06%013F-HRTimeline
EWG Elevate Inc.2,650$339K0.13%-9513F-HRTimeline
Perigon Wealth Management, LLC2,640$338K0.01%-4413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,631$336K0.01%-7213F-HRTimelineGroup
COURIER CAPITAL LLC2,617$335K0.02%-2013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,602$333K0.01%-11313F-HRTimeline
Global Financial Private Client, LLC2,601$333K0.13%+1,96113F-HRTimeline
Chancellor Financial Group WB LP2,597$332K0.28%+113F-HRTimeline
Investmark Advisory Group LLC2,590$331K0.16%+213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,579$330K0.01%-10813F-HRTimeline
TD Waterhouse Canada Inc.2,651$329K<0.01%-3,16413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,569$329K0.04%-21313F-HRTimeline
Bank of New Hampshire2,524$323K0.08%-18813F-HRTimeline
Keystone Financial Group2,609$322K0.03%-7113F-HRTimeline
Pines Wealth Management, LLC2,855$320K0.15%+46413F-HRTimeline
Seed Wealth Management, Inc.2,500$320K0.26%013F-HRTimeline
BEARING POINT CAPITAL, LLC2,500$320K0.07%new13F-HRTimeline
CERTUITY, LLC2,498$319K0.03%-93713F-HRTimeline
Avidian Wealth Enterprises, LLC2,496$319K0.01%-213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,496$319K0.04%-8913F-HRTimeline
Massachusetts Wealth Management2,490$318K0.22%+44513F-HRTimeline
ALTFEST L J & CO INC2,489$318K0.04%-1313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,479$317K0.07%013F-HRTimeline
Hanson & Doremus Investment Management2,481$317K0.05%-16513F-HRTimeline
Robertson Stephens Wealth Management, L…2,472$316K0.01%-25613F-HRTimeline
RB Capital Management, LLC2,471$316K0.08%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,454$314K<0.01%-395,43313F-HRTimelineGroup
Prospera Financial Services Inc2,449$313K0.01%-28413F-HRTimeline
Valmark Advisers, Inc.2,434$311K<0.01%+89213F-HRTimeline
WARNER FINANCIAL, INC2,434$311K0.14%-5713F-HRTimeline
Grassi Investment Management2,429$311K0.03%-2,83013F-HRTimeline
Objective Capital Management, LLC2,430$311K0.4%-3013F-HRTimeline
Fisher Asset Management, LLC2,403$307K<0.01%-14113F-HRTimeline
Pinnacle Financial Partners Inc2,400$307K0.01%-28513F-HRTimeline
Clearwater Capital Advisors, LLC2,384$305K0.03%-3013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,378$304K0.12%-17413F-HRTimeline
Leo Wealth, LLC2,363$302K0.04%-3213F-HRTimeline
Bay Rivers Group2,358$302K0.16%-713F-HRTimeline
Jacobi Capital Management LLC2,346$300K0.02%-35213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,332$298K0.05%+18913F-HRTimeline
Procyon Advisors, LLC2,329$298K0.02%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,314$296K<0.01%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,311$296K0.05%-75213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,292$293K0.01%-75413F-HRTimeline
LongView Asset Management LLC2,283$292K0.25%-65013F-HRTimeline
Atlas Private Wealth Advisors2,278$291K0.04%013F-HRTimeline
SFE Investment Counsel2,271$291K0.06%-9013F-HRTimeline
DOVER ADVISORS, LLC2,261$289K0.13%-35713F-HRTimeline
Atria Investments, Inc2,260$289K<0.01%+53213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,255$288K0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,246$287K<0.01%+59213F-HRTimeline
Neumann Capital Management, LLC2,238$286K0.1%013F-HRTimeline
Union Bancaire Privee, UBP SA2,200$284K0.01%-3,28513F-HRTimeline
NorthRock Partners, LLC2,210$283K0.01%+3313F-HRTimeline
MGB Wealth Management, LLC2,200$281K0.1%-60013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,199$281K0.16%+213F-HRTimeline
SBI Securities Co., Ltd.2,198$281K0.01%+10813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co2,175$278K0.07%-30013F-HRTimeline
Castle Rock Wealth Management, LLC2,185$275K0.07%+2213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,150$275K0.01%013F-HRTimeline
CHAPIN DAVIS, INC.2,147$275K0.09%-11813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,144$274K0.02%+24513F-HR/ATimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…2,095$273K0.04%-21413F-HRTimeline
Mechanics Bank Trust Department2,125$272K0.04%-27513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,123$272K0.01%+39713F-HRTimeline
Welch & Forbes LLC2,107$269K<0.01%013F-HRTimeline
Clare Market Investments LLC2,071$265K0.07%-52413F-HRTimeline
Samalin Investment Counsel, LLC2,064$264K0.11%+213F-HRTimeline
Financial Advocates Investment Manageme…2,188$263K0.02%-7,75113F-HRTimeline
Arete Wealth Advisors, LLC2,052$262K0.02%+6213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,042$260K0.02%-45913F-HR/ATimeline
MTM FINANCIAL GROUP, LLC2,086$259K0.15%-5113F-HRTimeline
10Elms LLP2,025$259K0.26%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,019$258K<0.01%-58913F-HRTimelineGroup
AE Wealth Management LLC2,011$257K<0.01%-13713F-HRTimeline
RPG Investment Advisory, LLC2,010$257K0.02%new13F-HRTimeline
Advisor Resource Council2,006$257K0.02%new13F-HRTimeline
Elk River Wealth Management LLC2,000$256K0.05%-5513F-HRTimeline
Bremer Bank National Association1,998$256K0.05%new13F-HRTimeline
Rehmann Capital Advisory Group1,990$255K0.02%+113F-HRTimeline
BAXTER BROS INC1,989$254K0.03%+37313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,978$253K0.02%-63313F-HRTimeline
SevenBridge Financial Group, LLC2,062$252K0.05%-67213F-HRTimeline
GFS Advisors, LLC1,959$251K0.05%-30013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,946$249K<0.01%-49813F-HRTimeline
EVERETT HARRIS & CO /CA/1,933$247K<0.01%013F-HRTimeline
Comprehensive Financial Consultants Ins…1,932$247K0.09%-97113F-HRTimeline
First Nebraska Trust Co1,917$245K0.02%-15413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,910$244K<0.01%-2,17313F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,909$244K0.02%-9513F-HRTimelineGroup
UNITED BANK1,908$244K0.03%013F-HRTimeline
Larson Financial Group LLC1,906$244K0.01%+15313F-HRTimeline
Kovack Advisors, Inc.1,904$243K0.03%-15613F-HRTimeline
Bravias Capital Group, LLC1,895$242K0.2%+16113F-HRTimeline
Regent Peak Wealth Advisors LLC1,887$241K0.06%-11813F-HRTimeline
NCM Capital Management, LLC1,865$239K0.11%013F-HRTimeline
Quantinno Capital Management LP1,864$238K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,852$237K0.01%-12013F-HRTimeline
BBR PARTNERS, LLC1,839$235K0.02%013F-HRTimeline
Douglass Winthrop Advisors, LLC1,835$235K<0.01%-15513F-HRTimeline
Jaffetilchin Investment Partners, LLC1,816$232K0.02%+113F-HRTimeline
Wedmont Private Capital1,975$231K0.01%013F-HRTimeline
Retirement Planning Co of New England, …1,800$230K0.11%-2513F-HR/ATimeline
JOHN G ULLMAN & ASSOCIATES INC1,800$230K0.04%new13F-HRTimeline
Compagnie Lombard Odier SCmA1,800$230K<0.01%013F-HRTimeline
ESL Trust Services, LLC1,800$230K0.05%013F-HRTimeline
Graypoint LLC1,782$228K0.01%+313F-HRTimeline
BRIGHTON JONES LLC1,769$226K0.01%+25213F-HRTimeline
One Capital Management, LLC1,765$226K0.01%-113F-HRTimeline
Asset Management Group, Inc.1,754$224K0.04%+113F-HRTimeline
Heritage Wealth Advisors1,750$224K0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,748$224K0.04%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,723$220K<0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,718$220K0.16%-17513F-HRTimeline
Allworth Financial LP1,749$217K<0.01%-34413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,695$217K0.02%-9513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,695$217K<0.01%013F-HRTimelineGroup
Hilltop Partners LLC1,688$216K0.07%-1413F-HRTimeline
RDA Financial Network1,682$215K0.06%-313F-HRTimeline
Financial Advisors, LLC1,667$213K0.04%-7713F-HRTimeline
HUB Investment Partners, LLC1,650$211K0.01%-1,22713F-HRTimeline
WJ Wealth Management, LLC1,650$211K0.07%013F-HRTimeline
CORA CAPITAL ADVISORS LLC1,648$211K0.1%-14813F-HRTimeline
LCNB CORP1,645$210K0.08%013F-HRTimeline
HBK Sorce Advisory LLC1,640$210K0.01%-55613F-HRTimeline
Millennium Capital Advisors, LLC1,626$208K0.15%013F-HRTimeline
Mascagni Wealth Management, Inc.1,620$207K0.21%013F-HR/ATimeline
PACK Private Wealth, LLC1,614$206K0.12%013F-HRTimeline
Argent Trust Co1,612$206K0.01%+3513F-HRTimeline
Runnymede Capital Advisors, Inc.1,610$206K0.2%-15213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,608$206K<0.01%-9113F-HRTimelineGroup
Weil Company, Inc.1,606$205K0.06%-67313F-HRTimeline
Apriem Advisors1,605$205K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,604$205K0.02%-10013F-HRTimeline
Ally Invest Advisors Inc.1,600$205K0.02%+8513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,600$205K0.03%+113F-HRTimeline
Oxler Private Wealth LLC1,593$204K0.07%+213F-HRTimeline
Dana Investment Advisors, Inc.1,590$203K0.01%-93513F-HRTimeline
Modern Wealth Management, LLC1,571$201K0.01%-13713F-HR/ATimeline
Bangor Savings Bank1,565$200K0.02%-71313F-HRTimeline
Family Manage LLC1,533$196K0.03%-36213F-HRTimeline
North Star Investment Management Corp.1,488$190K0.01%013F-HRTimeline
Caldwell Trust Co1,468$188K0.02%-22513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,442$184K0.09%-10013F-HRTimeline
EPG Wealth Management LLC1,438$184K0.05%-7513F-HRTimeline
UMB Bank, n.a.1,434$183K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.