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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
Dynamic Advisor Solutions LLC2,940$424K0.01%-4213F-HRTimeline
B. Riley Wealth Advisors, Inc.2,931$423K0.02%-42613F-HRTimeline
Peregrine Asset Advisers, Inc.2,916$421K0.13%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …2,915$421K0.07%-5013F-HRTimeline
Tudor Financial Inc.2,890$417K0.22%013F-HRTimeline
NorthCoast Asset Management LLC2,888$417K<0.01%-1,29813F-HRTimeline
Sculati Wealth Management, LLC2,865$414K0.15%-1,00913F-HRTimeline
Keebeck Wealth Management2,840$410K0.05%013F-HRTimeline
Berger Financial Group, Inc2,829$408K0.02%+7513F-HRTimeline
MARATHON CAPITAL MANAGEMENT2,815$406K0.09%-50013F-HRTimeline
HCR Wealth Advisors2,709$405K0.04%-29013F-HRTimeline
Joel Isaacson & Co., LLC2,795$404K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,786$402K0.02%013F-HRTimeline
Wescott Financial Advisory Group, LLC2,769$400K0.04%013F-HRTimeline
Keystone Financial Group2,483$400K0.03%-12213F-HR/ATimeline
SeaBridge Investment Advisors LLC2,714$392K0.06%-1,30113F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,690$388K0.13%+1013F-HRTimeline
Simmons Bankin group Simmons Bank2,675$386K0.03%013F-HRTimelineGroup
Heritage Investment Group, Inc.2,675$386K0.06%013F-HRTimeline
Grant Private Wealth Management Inc2,662$384K0.24%new13F-HRTimeline
Larson Financial Group LLC2,657$384K0.01%+25713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV2,582$383K0.07%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,627$379K<0.01%+33313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,959$378K0.03%013F-HRTimeline
Chancellor Financial Group WB LP2,598$375K0.27%+113F-HRTimeline
Investmark Advisory Group LLC2,591$374K0.16%+113F-HRTimeline
Dale Q Rice Investment Management Ltd2,458$374K0.26%-5013F-HRTimeline
Mesirow Financial Investment Management…2,571$371K0.01%013F-HRTimeline
Sowell Financial Services LLC2,570$371K0.01%+2013F-HRTimeline
SVB WEALTH LLC2,566$370K0.02%013F-HRTimeline
Beckerman Institutional, LLC2,550$368K0.22%-13213F-HRTimeline
Continuum Advisory, LLC2,542$367K0.04%new13F-HRTimeline
CERTUITY, LLC2,526$365K0.03%+113F-HRTimeline
COURIER CAPITAL LLC2,517$363K0.02%-10013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,521$363K0.06%-73013F-HRTimeline
Schonfeld Strategic Advisors LLC2,501$361K<0.01%new13F-HRTimeline
Valmark Advisers, Inc.2,492$360K<0.01%-8113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,476$358K0.02%+2,45213F-HRTimeline
RB Capital Management, LLC2,472$357K0.07%+113F-HRTimeline
SeaCrest Wealth Management, LLC2,335$355K0.04%-24813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,444$353K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,443$353K0.01%-113F-HRTimeline
Pinnacle Financial Partners Inc2,440$352K0.01%+4013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,420$349K0.02%-28313F-HRTimeline
Vestmark Advisory Solutions, Inc.2,409$348K0.01%new13F-HRTimeline
Connecticut Wealth Management, LLC2,402$347K0.02%-6,25713F-HRTimeline
Perigon Wealth Management, LLC2,401$347K0.01%-23913F-HRTimeline
Prospera Financial Services Inc2,399$346K0.01%+59313F-HRTimeline
CX Institutional2,395$346K0.01%-34813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.2,385$344K0.09%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,384$344K0.03%013F-HRTimeline
WARNER FINANCIAL, INC2,379$343K0.13%013F-HRTimeline
BAXTER BROS INC2,372$342K0.04%new13F-HRTimeline
Carter Financial Group, INC.2,370$342K0.21%013F-HRTimeline
Anchor Investment Management, LLC2,349$339K0.03%-26113F-HRTimeline
Jacobi Capital Management LLC2,304$333K0.02%-4013F-HRTimeline
ALTFEST L J & CO INC2,294$331K0.04%-3213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,282$329K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,252$325K0.02%-20013F-HRTimeline
SFE Investment Counsel2,246$324K0.05%-3813F-HRTimeline
Procyon Advisors, LLC2,240$323K0.02%-51913F-HRTimeline
Neumann Capital Management, LLC2,238$323K0.09%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,234$322K0.01%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,226$321K0.04%-35313F-HRTimeline
PAX Financial Group, LLC2,213$319K0.06%-57913F-HRTimeline
Global Assets Advisory, LLC2,203$318K0.09%-39013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,202$318K0.01%+5213F-HRTimeline
DOVER ADVISORS, LLC2,201$318K0.13%-2113F-HRTimeline
Fisher Asset Management, LLC2,200$318K<0.01%-6713F-HRTimeline
MGB Wealth Management, LLC2,200$318K0.09%013F-HRTimeline
WEDBUSH SECURITIES INC2,196$317K0.01%-13113F-HRTimeline
Hanson & Doremus Investment Management2,190$316K0.04%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,179$315K<0.01%+10513F-HRTimeline
EWG Elevate Inc.2,170$313K0.1%-48013F-HRTimeline
Kovack Advisors, Inc.2,157$311K0.03%-1313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,153$311K<0.01%+29813F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.2,150$310K0.03%-1,01513F-HRTimeline
Bay Rivers Group2,141$309K0.13%-3713F-HRTimeline
Bravias Capital Group, LLC2,141$309K0.21%+5113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,131$308K0.01%+53113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,121$306K<0.01%-86013F-HRTimelineGroup
SBI Securities Co., Ltd.2,120$306K0.01%+18213F-HRTimeline
Avidian Wealth Enterprises, LLC2,112$305K0.01%013F-HRTimeline
Brick & Kyle, Associates2,103$304K0.11%-4013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,104$304K0.02%+70513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,098$303K0.02%+18213F-HRTimeline
Belvedere Trading LLC2,094$302K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC2,093$302K<0.01%-17513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,080$300K0.01%-17513F-HRTimeline
CHAPIN DAVIS, INC.2,077$300K0.07%-7013F-HRTimeline
Welch & Forbes LLC2,057$297K<0.01%013F-HRTimeline
Bank of New Hampshire2,057$297K0.07%-713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,047$296K0.01%-73513F-HRTimelineGroup
Mechanics Bank Trust Department2,025$292K0.04%-10013F-HRTimeline
10Elms LLP2,025$292K0.26%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,932$292K0.01%-30013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,015$291K0.01%-5,38213F-HRTimelineGroup
Beck Bode, LLC2,005$289K0.05%-39813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,000$289K<0.01%-1,61413F-HRTimeline
Ally Invest Advisors Inc.1,990$287K0.02%+5213F-HRTimeline
Elk River Wealth Management LLC1,990$287K0.05%-1013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,987$287K0.01%-25913F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC1,978$286K0.02%-3713F-HRTimeline
HBK Sorce Advisory LLC1,852$284K0.01%+21313F-HR/ATimeline
Parcion Private Wealth LLC1,940$280K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,939$280K0.01%new13F-HRTimeline
EVERETT HARRIS & CO /CA/1,933$279K<0.01%013F-HRTimeline
MTM FINANCIAL GROUP, LLC1,978$277K0.14%013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,911$276K<0.01%-3113F-HRTimeline
UNITED BANK1,908$275K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,900$274K0.01%-1,23313F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,894$273K<0.01%-3913F-HRTimeline
Regent Peak Wealth Advisors LLC1,887$272K0.05%13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,878$271K<0.01%new13F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co1,875$271K0.06%013F-HRTimeline
Arete Wealth Advisors, LLC1,871$270K0.02%-3513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,870$270K<0.01%-79013F-HRTimelineGroup
FIRST HORIZON CORP1,865$269K0.01%13F-HRTimeline
NCM Capital Management, LLC1,865$269K0.1%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,853$268K0.01%-27613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,840$266K0.01%new13F-HRTimelineGroup
First Nebraska Trust Co1,837$265K0.02%-8013F-HRTimeline
Objective Capital Management, LLC1,815$262K0.27%013F-HRTimeline
SevenBridge Financial Group, LLC1,582$261K0.04%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,801$260K0.13%-4413F-HRTimeline
ESL Trust Services, LLC1,800$260K0.05%013F-HRTimeline
Retirement Planning Co of New England, …1,786$258K0.1%-313F-HRTimeline
HUB Investment Partners, LLC1,775$256K0.01%+12513F-HRTimeline
FineMark National Bank & Trust1,770$256K0.01%-1,82413F-HRTimeline
NWAM LLC1,644$255K0.01%013F-HR/ATimeline
Comprehensive Financial Consultants Ins…1,757$254K0.08%-17513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,757$254K0.03%-16113F-HRTimeline
Asset Management Group, Inc.1,754$253K0.04%013F-HRTimeline
Heritage Wealth Advisors1,750$253K0.01%013F-HRTimeline
Clare Market Investments LLC1,702$246K0.05%-9913F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC1,700$245K0.03%013F-HRTimeline
Rehmann Capital Advisory Group1,694$245K0.01%013F-HRTimeline
Financial Advisors, LLC1,667$241K0.04%013F-HRTimeline
Red Door Wealth Management, LLC1,662$240K0.03%-10113F-HRTimeline
LCNB CORP1,645$237K0.08%013F-HRTimeline
Ignite Planners, LLC1,644$237K0.04%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,640$237K<0.01%+1,30713F-HRTimelineGroup
Argent Trust Co1,633$236K0.01%+2113F-HRTimeline
Millennium Capital Advisors, LLC1,626$235K0.14%013F-HRTimeline
IHT Wealth Management, LLC1,624$234K0.01%-77913F-HRTimeline
PACK Private Wealth, LLC1,614$233K0.11%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,609$232K0.02%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,604$232K0.02%013F-HRTimeline
One Capital Management, LLC1,602$231K0.01%-8613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,601$231K0.03%+113F-HRTimeline
Oxler Private Wealth LLC1,594$230K0.07%+113F-HRTimeline
UMB Bank, n.a.1,559$225K<0.01%+12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atria Investments, Inc1,557$225K<0.01%-3913F-HRTimeline
VANCE WEALTH, LLC1,552$224K0.07%new13F-HRTimeline
Apriem Advisors1,545$223K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.1,498$223K<0.01%-55313F-HRTimeline
Dorsey & Whitney Trust CO LLC1,530$221K0.01%new13F-HRTimeline
Penobscot Investment Management Company…1,520$219K0.02%new13F-HRTimeline
IFC Advisors LLC1,513$218K0.04%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,513$218K0.01%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,505$217K0.01%-16013F-HRTimeline
Mascagni Wealth Management, Inc.1,503$217K0.17%-11513F-HRTimeline
Vision Capital Management, Inc.1,500$217K0.03%new13F-HRTimeline
Broyhill Asset Management, LLC1,500$217K0.19%new13F-HRTimeline
AtlasMark Financial, Inc1,500$217K0.14%new13F-HRTimeline
Seed Wealth Management, Inc.1,475$213K0.15%-88013F-HRTimeline
Westshore Wealth, LLC1,464$211K0.07%new13F-HRTimeline
Castle Rock Wealth Management, LLC1,407$209K0.05%new13F-HRTimeline
Prism Advisors, Inc.1,438$208K0.06%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,420$205K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC1,418$205K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC1,412$204K<0.01%new13F-HRTimeline
Bond & Devick Financial Network, Inc.1,403$203K0.06%new13F-HRTimeline
RDA Financial Network1,400$202K0.05%-24713F-HRTimeline
Valeo Financial Advisors, LLC1,399$202K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,398$202K<0.01%-20313F-HRTimeline
Hikari Tsushin, Inc.1,373$198K0.01%013F-HRTimeline
Caldwell Trust Co1,368$197K0.02%013F-HRTimeline
ALERUS FINANCIAL NA1,353$195K0.01%013F-HRTimeline
EPG Wealth Management LLC1,351$195K0.05%-1013F-HRTimeline
North Star Investment Management Corp.1,263$182K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,200$173K0.09%013F-HRTimeline
CoreCap Advisors, LLC1,199$173K0.01%-11213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,170$169K0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,142$165K0.07%-30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,121$162K<0.01%-30913F-HRTimelineGroup
Union Bancaire Privee, UBP SA1,150$159K<0.01%013F-HRTimeline
Family Manage LLC1,100$159K0.02%013F-HRTimeline
Bangor Savings Bank1,099$159K0.01%-46613F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,070$154K-9,667Timeline
PITTENGER & ANDERSON INC1,050$152K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,046$151K<0.01%+413F-HRTimelineGroup
Minot DeBlois Advisors LLC1,025$148K0.13%-5013F-HRTimeline
Compagnie Lombard Odier SCmA1,000$144K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC978$141K0.1%+97813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC975$141K0.01%013F-HRTimeline
Quaker Wealth Management, LLC969$140K0.05%013F-HRTimeline
Blue Trust, Inc.935$135K<0.01%-24413F-HRTimeline
Register Financial Advisors LLC920$133K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC836$121K<0.01%-36413F-HRTimelineGroup