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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
IFG Advisory, LLC2,985$378K0.02%-1,13013F-HRTimeline
Dynamic Advisor Solutions LLC2,982$377K0.01%-2,68013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,981$377K<0.01%-49413F-HR/ATimelineGroup
Beverly Hills Private Wealth, LLC2,971$376K0.07%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …2,965$375K0.06%-6,33013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,959$374K0.03%-17613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,949$373K0.01%+21113F-HRTimelineGroup
FISHMAN JAY A LTD/MI2,940$372K0.04%013F-HRTimeline
Werba Rubin Papier Wealth Management2,940$372K0.07%+2013F-HRTimeline
Peregrine Asset Advisers, Inc.2,916$369K0.12%013F-HRTimeline
Tudor Financial Inc.2,890$366K0.21%-5713F-HRTimeline
Keebeck Wealth Management2,840$359K0.05%-79813F-HRTimeline
Massachusetts Wealth Management2,803$355K0.2%+31313F-HRTimeline
Joel Isaacson & Co., LLC2,795$354K0.01%013F-HRTimeline
PAX Financial Group, LLC2,792$353K0.07%-20813F-HRTimeline
MONTAG A & ASSOCIATES INC2,786$352K0.02%+1113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,782$352K0.02%-5013F-HRTimelineGroup
Wescott Financial Advisory Group, LLC2,769$350K0.03%013F-HRTimeline
Procyon Advisors, LLC2,759$349K0.03%+43013F-HRTimeline
Vise Technologies, Inc.2,754$348K0.01%13F-HRTimeline
Berger Financial Group, Inc2,754$348K0.02%-22613F-HRTimeline
CX Institutional2,743$347K0.01%+2,49013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,703$342K0.02%-21213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,680$339K0.12%+30213F-HRTimeline
Beckerman Institutional, LLC2,682$339K0.23%-6913F-HRTimeline
Keystone Financial Group2,605$339K0.03%-413F-HRTimeline
Simmons Bankin group Simmons Bank2,675$338K0.02%013F-HRTimelineGroup
Heritage Investment Group, Inc.2,675$338K0.06%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,660$337K<0.01%+75013F-HRTimelineGroup
EWG Elevate Inc.2,650$335K0.1%013F-HRTimeline
HB Wealth Management, LLC2,640$334K<0.01%-1,08813F-HRTimeline
Perigon Wealth Management, LLC2,640$334K0.01%013F-HRTimeline
COURIER CAPITAL LLC2,617$331K0.02%013F-HRTimeline
Global Assets Advisory, LLC2,593$331K0.13%-4,72213F-HRTimeline
Anchor Investment Management, LLC2,610$330K0.03%-47213F-HRTimeline
Dale Q Rice Investment Management Ltd2,508$329K0.27%-3,28513F-HRTimeline
Chancellor Financial Group WB LP2,597$329K0.26%013F-HRTimeline
Investmark Advisory Group LLC2,590$328K0.15%013F-HRTimeline
SeaCrest Wealth Management, LLC2,583$327K0.04%-1,84513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,579$326K0.04%+8313F-HRTimeline
Valmark Advisers, Inc.2,573$326K<0.01%+13913F-HRTimeline
Mesirow Financial Investment Management…2,571$325K0.01%-3,53113F-HRTimeline
SVB WEALTH LLC2,566$325K0.02%new13F-HRTimeline
Ted Buchan & Co2,557$323K0.13%-95813F-HRTimeline
Qube Research & Technologies Ltd2,552$323K<0.01%+2,53613F-HRTimeline
Sowell Financial Services LLC2,550$323K0.01%-30413F-HRTimeline
Capital Market Strategies LLC2,529$320K0.22%-19513F-HRTimeline
CERTUITY, LLC2,525$319K0.03%+2713F-HRTimeline
RB Capital Management, LLC2,471$313K0.07%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,452$310K0.03%-40913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,444$309K0.05%+11213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,444$309K0.03%-12513F-HRTimeline
Robertson Stephens Wealth Management, L…2,444$309K0.01%-2813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,437$308K<0.01%+12313F-HRTimeline
IHT Wealth Management, LLC2,403$304K0.01%-72013F-HRTimeline
Beck Bode, LLC2,403$304K0.05%-1,21613F-HRTimeline
Pinnacle Financial Partners Inc2,400$304K0.01%013F-HRTimeline
Larson Financial Group LLC2,400$304K0.01%+49413F-HRTimeline
Clearwater Capital Advisors, LLC2,384$302K0.03%013F-HRTimeline
Grassi Investment Management2,379$301K0.02%-5013F-HRTimeline
WARNER FINANCIAL, INC2,379$301K0.12%-5513F-HRTimeline
Carter Financial Group, INC.2,370$300K0.2%13F-HRTimeline
James J. Burns & Company, LLC2,361$299K0.05%-42113F-HRTimeline
Seed Wealth Management, Inc.2,355$298K0.22%-14513F-HRTimeline
Jacobi Capital Management LLC2,344$296K0.02%-213F-HRTimeline
Brick & Kyle, Associates2,143$296K0.13%new13F-HRTimeline
First Horizon Advisors, Inc.2,331$295K0.01%-85013F-HRTimeline
ALTFEST L J & CO INC2,326$294K0.03%-16313F-HRTimeline
WEDBUSH SECURITIES INC2,327$294K0.01%-88413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,306$292K<0.01%-14813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,294$290K<0.01%-40913F-HRTimeline
SFE Investment Counsel2,284$289K0.05%+1313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,282$289K0.01%-29713F-HRTimeline
Atlas Private Wealth Advisors2,278$288K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC2,268$287K<0.01%-68813F-HRTimeline
Fisher Asset Management, LLC2,267$287K<0.01%-13613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,255$285K0.01%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,246$284K0.01%-38513F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP2,239$283K0.04%-7213F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,211$283K0.05%-17,41313F-HRTimeline
Neumann Capital Management, LLC2,238$283K0.09%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,234$283K0.01%-5813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,232$282K0.01%-37013F-HRTimeline
DOVER ADVISORS, LLC2,222$281K0.12%-3913F-HRTimeline
MGB Wealth Management, LLC2,200$278K0.09%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC2,199$278K0.14%013F-HRTimeline
Hanson & Doremus Investment Management2,190$277K0.04%-29113F-HRTimeline
Bay Rivers Group2,178$276K0.13%-18013F-HRTimeline
Kovack Advisors, Inc.2,170$275K0.03%+26613F-HRTimeline
NorthRock Partners, LLC2,166$274K0.01%-4413F-HR/ATimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,150$272K0.01%013F-HRTimeline
CHAPIN DAVIS, INC.2,147$272K0.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,129$269K0.01%-1513F-HRTimelineGroup
Mechanics Bank Trust Department2,125$269K0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,112$267K0.01%-38413F-HRTimeline
Bravias Capital Group, LLC2,090$264K0.19%+19513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,074$262K<0.01%-4913F-HRTimeline
TD Waterhouse Canada Inc.2,051$262K<0.01%-60013F-HRTimeline
Bank of New Hampshire2,064$261K0.06%-46013F-HRTimeline
Welch & Forbes LLC2,057$260K<0.01%-5013F-HRTimeline
Quintet Private Bank (Europe) S.A.2,050$259K0.02%-6,61613F-HRTimeline
10Elms LLP2,025$256K0.24%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,015$255K0.02%+3713F-HRTimeline
Elk River Wealth Management LLC2,000$253K0.04%013F-HRTimeline
Knott David M Jr2,000$253K0.11%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.1,942$246K<0.01%-413F-HRTimeline
Ally Invest Advisors Inc.1,938$245K0.02%+33813F-HRTimeline
SBI Securities Co., Ltd.1,938$245K0.01%-26013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,933$245K<0.01%new13F-HRTimeline
EVERETT HARRIS & CO /CA/1,933$245K<0.01%013F-HRTimeline
Comprehensive Financial Consultants Ins…1,932$244K0.08%013F-HRTimeline
MTM FINANCIAL GROUP, LLC1,978$243K0.13%-10813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,918$243K0.03%-17713F-HRTimeline
First Nebraska Trust Co1,917$243K0.02%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,916$242K0.02%-12613F-HRTimeline
UNITED BANK1,908$241K0.03%013F-HRTimeline
Arete Wealth Advisors, LLC1,906$241K0.02%-14613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co1,875$237K0.05%-30013F-HRTimeline
NCM Capital Management, LLC1,865$236K0.1%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,855$235K<0.01%-16413F-HR/ATimelineGroup
RPS ADVISORY SOLUTIONS LLC1,845$233K0.13%+12713F-HRTimeline
Edgestream Partners, L.P.1,837$232K0.01%new13F-HRTimeline
Objective Capital Management, LLC1,815$230K0.26%-61513F-HRTimeline
Prospera Financial Services Inc1,806$229K<0.01%-64313F-HRTimeline
Clare Market Investments LLC1,801$228K0.05%-27013F-HRTimeline
ESL Trust Services, LLC1,800$228K0.05%013F-HRTimeline
Retirement Planning Co of New England, …1,789$226K0.1%-1113F-HRTimeline
Red Door Wealth Management, LLC1,763$223K0.03%new13F-HRTimeline
Asset Management Group, Inc.1,754$222K0.04%013F-HRTimeline
Heritage Wealth Advisors1,750$221K0.01%013F-HRTimeline
NWAM LLC1,644$217K0.01%new13F-HR/ATimeline
JOHN G ULLMAN & ASSOCIATES INC1,700$215K0.03%-10013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,695$214K<0.01%013F-HRTimelineGroup
Rehmann Capital Advisory Group1,694$214K0.01%-29613F-HRTimeline
One Capital Management, LLC1,688$214K0.01%-7713F-HRTimeline
SevenBridge Financial Group, LLC1,582$212K0.04%-48013F-HRTimeline
Financial Advisors, LLC1,667$211K0.04%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,665$211K0.01%-3013F-HRTimeline
OLD MISSION CAPITAL LLC1,661$210K0.01%new13F-HRTimeline
HUB Investment Partners, LLC1,650$209K0.01%013F-HRTimeline
WJ Wealth Management, LLC1,650$209K0.07%013F-HRTimeline
RDA Financial Network1,647$208K0.06%-3513F-HRTimeline
LCNB CORP1,645$208K0.07%013F-HRTimeline
HBK Sorce Advisory LLC1,639$207K0.01%-113F-HRTimeline
Millennium Capital Advisors, LLC1,626$206K0.14%013F-HRTimeline
Quantitative Investment Management, LLC1,628$205K0.03%new13F-HRTimeline
Mascagni Wealth Management, Inc.1,618$205K0.17%-213F-HRTimeline
PACK Private Wealth, LLC1,614$204K0.11%013F-HRTimeline
Argent Trust Co1,612$204K0.01%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,609$204K0.02%-30013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,604$203K0.02%013F-HRTimeline
AE Wealth Management LLC1,601$203K<0.01%-41013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,600$202K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,600$202K0.01%-25213F-HRTimeline
Atria Investments, Inc1,596$202K<0.01%-66413F-HRTimeline
Hilltop Partners LLC1,593$202K0.06%-9513F-HRTimeline
Oxler Private Wealth LLC1,593$201K0.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,571$199K<0.01%+46713F-HRTimeline
Financial Advocates Investment Manageme…1,681$198K0.02%-50713F-HRTimeline
Bangor Savings Bank1,565$198K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,442$182K0.08%013F-HRTimeline
UMB Bank, n.a.1,434$181K<0.01%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,430$181K<0.01%-1,65913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,399$177K0.01%013F-HRTimeline
Hikari Tsushin, Inc.1,373$174K0.01%013F-HRTimeline
Caldwell Trust Co1,368$173K0.02%-10013F-HRTimeline
EPG Wealth Management LLC1,361$172K0.05%-7713F-HRTimeline
ALERUS FINANCIAL NA1,353$171K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,311$166K0.01%+6513F-HRTimeline
North Star Investment Management Corp.1,263$160K0.01%-22513F-HRTimeline
UNION SAVINGS BANK1,200$159K0.07%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,217$154K0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,200$152K<0.01%-1,87513F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,200$152K0.09%013F-HRTimeline
Blue Trust, Inc.1,179$149K<0.01%+3413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,177$149K0.02%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,170$148K0.01%013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,147$145K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,134$143K<0.01%-113F-HRTimeline
Union Bancaire Privee, UBP SA1,150$142K<0.01%-1,05013F-HRTimeline
Family Manage LLC1,100$139K0.02%-43313F-HRTimeline
Orion Capital Management LLC1,100$139K0.05%013F-HRTimeline
Minot DeBlois Advisors LLC1,075$136K0.13%013F-HRTimeline
PITTENGER & ANDERSON INC1,050$133K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,042$132K<0.01%-7613F-HRTimelineGroup
MOGY JOEL R INVESTMENT COUNSEL INC975$123K0.01%013F-HRTimeline
Quaker Wealth Management, LLC969$123K0.04%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.924$117K<0.01%+51013F-HRTimelineGroup
Register Financial Advisors LLC920$116K0.05%-5813F-HRTimeline
American Capital Advisory, LLC891$113K0.06%013F-HRTimeline
AlphaCore Capital LLC826$105K<0.01%+22313F-HRTimeline
Sound Income Strategies, LLC823$104K0.01%+63213F-HRTimeline
Smithfield Trust Co816$102K<0.01%+1613F-HRTimeline
North Capital, Inc.789$99.8K0.09%013F-HRTimeline
Bristlecone Advisors, LLC786$99.4K0.01%-13713F-HRTimeline
LOM Asset Management Ltd780$99K0.03%13F-HR/ATimeline
Viewpoint Capital Management LLC780$98.7K0.05%013F-HRTimeline
Fourth Dimension Wealth, LLC775$98K0.04%-12313F-HRTimeline
Clearstead Advisors, LLC766$96.9K<0.01%-15113F-HRTimeline
NVWM, LLC760$96.1K0.02%013F-HRTimeline