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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
Krilogy Financial LLC3,538$622K0.02%-5413F-HRTimeline
OpenArc Corporate Advisory, LLC3,683$622K0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,665$619K<0.01%-21013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,643$615K0.07%-20913F-HRTimeline
Creekside Partners3,616$610K0.26%+213F-HRTimeline
Caprock Group, LLC3,614$610K0.01%+6113F-HRTimeline
MIDDLETON & CO INC/MA3,600$608K0.06%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,588$606K0.13%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,579$604K0.37%+17513F-HRTimelineGroup
Bigelow Investment Advisors, LLC3,572$603K0.24%+7413F-HRTimeline
Tyche Wealth Partners LLC3,571$603K0.1%+27513F-HRTimeline
Midwest Trust Co3,551$599K0.01%+22913F-HRTimeline
Triumph Capital Management3,550$599K0.13%-32913F-HRTimeline
Coastwise Capital Group, LLC3,523$595K0.3%+213F-HRTimeline
Nikulski Financial, Inc.3,522$594K0.14%new13F-HRTimeline
Community Financial Services Group, LLC3,514$593K0.11%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,510$592K0.02%013F-HRTimeline
Chemistry Wealth Management LLC3,486$588K0.11%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,480$587K0.08%+53313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,478$587K<0.01%+1013F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC3,475$586K0.08%+313F-HRTimeline
Sequoia Financial Advisors, LLC3,459$584K<0.01%+11913F-HRTimeline
Andrews Advisory Associates, LLC3,436$580K0.31%13F-HRTimeline
Pacific Sun Financial Corp3,423$578K0.28%-67413F-HRTimeline
Abbot Financial Management, Inc.3,419$577K0.24%-2513F-HRTimeline
Dakota Wealth Management3,412$576K0.01%+23913F-HR/ATimeline
Glassman Wealth Services3,397$573K0.08%013F-HRTimeline
Kelman-Lazarov, Inc.3,394$573K0.08%+113F-HRTimeline
TWO SIGMA SECURITIES, LLC3,373$569K0.08%new13F-HRTimeline
Pines Wealth Management, LLC3,341$564K0.18%+8413F-HRTimeline
Kesler, Norman & Wride, LLC3,335$563K0.1%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,312$559K0.15%-5,34213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…3,300$557K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,707$550K0.01%-20213F-HRTimeline
Kingsview Wealth Management, LLC3,235$546K0.01%+3413F-HRTimeline
Thayer Partners, LLC / MA3,203$541K0.26%13F-HRTimeline
Ellis Investment Partners, LLC3,196$540K0.09%-4413F-HRTimeline
NorthCrest Asset Manangement, LLC3,221$539K0.01%-7913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,158$534K<0.01%new13F-HR/ATimelineGroup
FineMark National Bank & Trust3,158$533K0.02%+1,38813F-HRTimeline
Carbahal Olsen Financial Services Group…3,126$528K0.4%-713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,110$525K0.01%-27613F-HRTimelineGroup
King Wealth Management Group3,101$523K0.06%-1513F-HRTimeline
Institute for Wealth Management, LLC.3,094$522K0.06%-6013F-HRTimeline
Rockingstone Advisors LLC3,085$521K0.24%-24313F-HRTimeline
Flagship Private Wealth, LLC3,084$521K0.2%+6013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,082$520K<0.01%-1,47513F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC3,066$517K0.06%013F-HRTimeline
CHOREO, LLC3,043$514K0.01%+6513F-HRTimeline
LANARK FINANCIAL, INC.3,042$513K0.04%-5913F-HRTimeline
Maltin Wealth Management, Inc.3,028$511K0.2%-613F-HRTimeline
Vise Technologies, Inc.3,015$509K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.3,013$509K0.03%013F-HRTimeline
Lighthouse Financial LLC3,010$508K0.33%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,003$507K0.16%+31313F-HRTimeline
B. Riley Wealth Advisors, Inc.2,991$505K0.02%+6013F-HRTimeline
SlateStone Wealth, LLC2,980$503K0.04%-44013F-HRTimeline
Beverly Hills Private Wealth, LLC2,971$501K0.09%013F-HR/ATimeline
Cordoba Advisory Partners LLC2,953$498K0.12%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,942$497K0.04%+1,33813F-HRTimeline
Werba Rubin Papier Wealth Management2,942$496K0.13%+213F-HRTimeline
Peregrine Asset Advisers, Inc.2,916$492K0.14%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,904$490K0.04%-6513F-HRTimeline
Southland Equity Partners LLC2,881$486K0.1%new13F-HRTimeline
Triangle Securities Wealth Management2,878$486K0.1%-15813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KINGSWOOD WEALTH ADVISORS, LLC2,875$485K0.02%+77713F-HRTimeline
Kovack Advisors, Inc.2,853$482K0.02%+69613F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC2,844$480K0.04%new13F-HRTimeline
Odyssey Capital Advisors, Inc.2,840$479K0.43%13F-HRTimeline
Continuum Advisory, LLC2,822$476K0.05%+28013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…2,820$476K0.23%new13F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding2,820$476KnewTimeline
Berger Financial Group, Inc2,810$474K0.03%-1913F-HRTimeline
Joseph P. Lucia & Associates, LLC2,807$474K0.17%new13F-HRTimeline
SeaBridge Investment Advisors LLC2,806$474K0.08%+9213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,800$473K0.01%new13F-HR/ATimeline
Joel Isaacson & Co., LLC2,796$472K0.02%+113F-HRTimeline
Keebeck Wealth Management2,782$470K0.05%-5813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,772$469K0.02%+91913F-HRTimelineGroup
Wescott Financial Advisory Group, LLC2,769$467K0.04%013F-HRTimeline
Integrated Advisors Network LLC2,763$466K0.02%new13F-HRTimeline
Fisher Asset Management, LLC2,763$466K<0.01%+56313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,750$464K0.02%+85013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2,740$462K0.03%+63613F-HRTimeline
Perigon Wealth Management, LLC2,734$461K0.01%+33313F-HRTimeline
Sculati Wealth Management, LLC2,730$461K0.16%-13513F-HRTimeline
Larson Financial Group LLC2,717$458K0.02%+6013F-HRTimeline
Marotta Asset Management2,713$458K0.08%-43513F-HRTimeline
HCR Wealth Advisors2,712$458K0.05%+313F-HRTimeline
Simmons Bankin group Simmons Bank2,675$451K0.03%013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.2,675$451K0.11%+29013F-HRTimeline
Heritage Investment Group, Inc.2,675$451K0.07%013F-HRTimeline
Sowell Financial Services LLC2,671$451K0.02%+10113F-HRTimeline
Grant Private Wealth Management Inc2,662$449K0.27%013F-HRTimeline
MARATHON CAPITAL MANAGEMENT2,650$447K0.1%-16513F-HRTimeline
CoreCap Advisors, LLC2,647$447K0.02%+1,44813F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,630$443K0.06%+10913F-HRTimeline
BAXTER BROS INC2,612$441K0.05%+24013F-HRTimeline
MONTAG A & ASSOCIATES INC2,611$441K0.02%-17513F-HRTimeline
Chancellor Financial Group WB LP2,598$439K0.3%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,598$438K<0.01%-2913F-HRTimeline
Investmark Advisory Group LLC2,594$438K0.19%+313F-HRTimeline
Point Nemo Capital, LLC2,594$438K0.43%13F-HRTimeline
Dynamic Advisor Solutions LLC2,593$438K0.01%-34713F-HRTimeline
EFG International AGin group EFG International AG2,566$433K0.01%13F-HRTimelineGroup
TrinityBridge Ltd2,545$430K0.01%+2,20013F-HRTimeline
Beckerman Institutional, LLC2,528$427K0.24%-2213F-HRTimeline
HARBOUR INVESTMENTS, INC.2,518$425K0.01%+38713F-HRTimeline
COURIER CAPITAL LLC2,517$425K0.02%013F-HRTimeline
Phillips Wealth Planners LLC2,416$423K0.34%new13F-HRTimeline
CERTUITY, LLC2,501$422K0.03%-2513F-HRTimeline
RB Capital Management, LLC2,473$417K0.08%+113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,449$413K0.04%+513F-HRTimeline
SeaCrest Wealth Management, LLC2,335$413K0.04%013F-HRTimeline
Connecticut Wealth Management, LLC2,403$406K0.02%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,394$404K0.01%+1,27313F-HRTimelineGroup
Clearwater Capital Advisors, LLC2,384$402K0.03%013F-HRTimeline
WARNER FINANCIAL, INC2,379$401K0.14%013F-HRTimeline
Dale Q Rice Investment Management Ltd2,370$400K0.29%-8813F-HRTimeline
Carter Financial Group, INC.2,370$400K0.24%013F-HRTimeline
Valmark Advisers, Inc.2,360$398K<0.01%-13213F-HRTimeline
Keystone Financial Group2,358$398K0.03%-12513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,344$396K<0.01%+22313F-HRTimelineGroup
CX Institutional2,321$392K0.01%-7413F-HRTimeline
Cassady Wealth & Retirement Planning, L…2,317$391K0.25%13F-HRTimeline
Prospera Financial Services Inc2,308$390K0.01%-9113F-HRTimeline
Jacobi Capital Management LLC2,304$389K0.02%013F-HRTimeline
SFE Investment Counsel2,283$385K0.06%+3713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,282$385K0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,271$383K0.03%new13F-HRTimeline
Interchange Capital Partners, LLC2,256$381K0.07%new13F-HRTimeline
Procyon Advisors, LLC2,240$378K0.02%013F-HRTimeline
Neumann Capital Management, LLC2,238$378K0.11%013F-HRTimeline
EVERETT HARRIS & CO /CA/2,235$377K<0.01%+30213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,234$377K0.01%013F-HRTimeline
Edgestream Partners, L.P.2,233$377K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,214$374K<0.01%+6113F-HRTimelineGroup
PAX Financial Group, LLC2,213$373K0.06%013F-HRTimeline
Global Assets Advisory, LLC2,208$373K0.11%+513F-HRTimeline
MGB Wealth Management, LLC2,200$371K0.11%013F-HRTimeline
PFG Advisors2,193$370K0.02%-3,35913F-HRTimeline
Hanson & Doremus Investment Management2,190$370K0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,185$369K0.01%-1,22813F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO2,179$368K0.01%013F-HRTimeline
DOVER ADVISORS, LLC2,173$367K0.14%-2813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,150$363K0.01%-5213F-HR/ATimeline
Avidian Wealth Enterprises, LLC2,148$362K0.01%+3613F-HRTimeline
SBI Securities Co., Ltd.2,143$362K0.01%+2313F-HRTimeline
Bravias Capital Group, LLC2,142$362K0.22%+113F-HRTimeline
Mesirow Financial Investment Management…2,134$360K0.01%-43713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,126$359K0.01%+4613F-HRTimeline
Bay Rivers Group2,122$358K0.14%-1913F-HRTimeline
Brick & Kyle, Associates2,103$355K0.13%013F-HRTimeline
BCS Wealth Management2,078$351K0.04%new13F-HRTimeline
CHAPIN DAVIS, INC.2,077$351K0.08%013F-HRTimeline
Welch & Forbes LLC2,057$347K<0.01%013F-HRTimeline
ALTFEST L J & CO INC2,050$346K0.04%-24413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,047$346K0.01%013F-HRTimelineGroup
10Elms LLP2,025$342K0.31%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,023$341K0.04%-20313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,015$340K0.01%013F-HRTimelineGroup
FIRST MERCHANTS CORP2,005$338K0.01%-2,11013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,000$338K<0.01%013F-HRTimeline
Merrion Investment Management Co, LLC2,000$338K0.18%new13F-HRTimeline
Mechanics Bank Trust Department2,000$338K0.04%-2513F-HRTimeline
PING CAPITAL MANAGEMENT, INC.2,000$338K0.13%-6,00013F-HRTimeline
Elk River Wealth Management LLC1,990$336K0.05%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,978$334K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,932$331K0.01%013F-HRTimeline
Parcion Private Wealth LLC1,940$327K0.02%013F-HRTimeline
Compound Planning, Inc.1,936$327K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,933$326K0.02%-1,02613F-HRTimeline
Bank of New Hampshire1,932$326K0.07%-12513F-HRTimeline
Rollins Financial Advisors, LLC1,923$325K0.05%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC1,979$324K0.15%+113F-HRTimeline
FIRST MANHATTAN CO. LLC.1,911$323K<0.01%013F-HRTimeline
UNITED BANK1,908$322K0.04%013F-HRTimeline
Regent Peak Wealth Advisors LLC1,887$318K0.06%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co1,875$316K0.07%013F-HRTimeline
SummitTX Capital, L.P.1,875$316K0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,870$316K<0.01%013F-HR/ATimelineGroup
NCM Capital Management, LLC1,865$315K0.12%013F-HRTimeline
FIRST HORIZON CORP1,860$314K0.01%-513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,840$311K0.01%-14713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC1,835$310K0.01%new13F-HRTimeline
Anchor Investment Management, LLC1,817$307K0.02%-53213F-HRTimeline
Objective Capital Management, LLC1,815$306K0.31%013F-HRTimeline
Byrne Asset Management LLC1,813$306K0.17%+1,27413F-HRTimeline
Mascagni Wealth Management, Inc.1,805$305K0.23%+30213F-HRTimeline
ESL Trust Services, LLC1,800$304K0.06%013F-HRTimeline
West Tower Group, LLC1,800$304K0.7%new13F-HRTimeline
HBK Sorce Advisory LLC1,728$302K0.01%-12413F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC1,783$301K0.07%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,782$301K0.14%-1913F-HRTimeline
HUB Investment Partners, LLC1,775$300K0.01%013F-HRTimeline
Retirement Planning Co of New England, …1,774$299K0.12%-1213F-HRTimeline
Beck Bode, LLC1,768$298K0.05%-23713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,763$297K0.04%+613F-HRTimeline
Ally Invest Advisors Inc.1,762$297K0.02%-22813F-HRTimeline
Asset Management Group, Inc.1,752$296K0.05%-213F-HRTimeline