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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 2026-06-30, 40,035,276 shares in all. 103 filers opened a position and 72 filers sold out during the quarter.

Managers
951
13F filers
961
New
103
Added
248
Reduced
318
Sold out
72
Shares held by filers
40,035,276

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Ausdal Financial Partners, Inc.1,627$310K0.01%+25813F-HRTimeline
Argent Trust Co1,618$308K0.01%-9413F-HRTimeline
PACK Private Wealth, LLC1,614$307K0.13%013F-HRTimeline
Bond & Devick Financial Network, Inc.1,604$305K0.08%+20113F-HRTimeline
Verition Fund Management LLC1,602$305K<0.01%new13F-HR/ATimeline
Oxler Private Wealth LLC1,597$304K0.09%013F-HRTimeline
UMB Bank, n.a.1,585$301K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Comprehensive Financial Consultants Ins…1,576$300K0.08%-10513F-HRTimeline
Ally Invest Advisors Inc.1,571$299K0.02%-10013F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC1,567$298K0.02%-34,51413F-HRTimeline
XML Financial, LLC1,555$296K0.02%new13F-HRTimeline
VANCE WEALTH, LLC1,552$295K0.07%013F-HRTimeline
Apriem Advisors1,545$294K0.03%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,546$293K0.02%-18513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,541$293K<0.01%-2,07613F-HRTimelineGroup
SBI Securities Co., Ltd.1,540$293K0.01%-57013F-HRTimeline
Juno Financial Group LLC1,537$292K0.1%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,536$292K0.03%-5813F-HRTimeline
Regal Investment Advisors LLC1,533$292K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC1,530$291K0.01%013F-HRTimeline
Penobscot Investment Management Company…1,518$289K0.02%-213F-HRTimeline
IFC Advisors LLC1,513$288K0.04%013F-HRTimeline
CITY HOLDING CO1,507$287K0.03%+1,49213F-HRTimeline
HBK Sorce Advisory LLC1,489$286K0.01%-23913F-HRTimeline
Vision Capital Management, Inc.1,500$285K0.03%013F-HRTimeline
Broyhill Asset Management, LLC1,500$285K0.25%013F-HR/ATimeline
Sovran Advisors, LLC1,490$284K0.02%013F-HRTimeline
Platform Technology Partners1,492$284K0.05%013F-HRTimeline
Community Bank, N.A.1,483$282K0.03%+7313F-HRTimeline
Anchor Investment Management, LLC1,475$281K0.02%-28913F-HRTimeline
SevenBridge Financial Group, LLC1,417$280K0.04%013F-HRTimeline
Objective Capital Management, LLC1,467$279K0.25%-34813F-HRTimeline
Sargent Investment Group, LLC1,449$276K0.03%013F-HRTimeline
SYON CAPITAL LLC1,434$273K0.01%+313F-HRTimeline
Castle Rock Wealth Management, LLC1,430$272K0.05%-2613F-HRTimeline
PW Nova Financial Services LLC1,428$272K0.06%-313F-HRTimeline
GTS SECURITIES LLC1,399$266K0.01%-2,27213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,399$266K0.04%-25013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,376$262K0.01%+15013F-HRTimeline
MARATHON CAPITAL MANAGEMENT1,375$262K0.05%-1,27513F-HRTimeline
South Shore Capital Advisors1,375$261K0.18%-8913F-HRTimeline
Hikari Tsushin, Inc.1,373$261K0.02%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,370$261K0.03%-5813F-HRTimeline
Caldwell Trust Co1,368$260K0.02%013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,368$260K0.11%+10213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,351$257K<0.01%+1713F-HRTimelineGroup
Beck Bode, LLC1,350$257K0.04%+4613F-HRTimeline
High Net Worth Advisory Group LLC1,350$257K0.05%013F-HRTimeline
Mechanics Bank Trust Department1,350$257K0.03%-52513F-HRTimeline
Worth Financial Advisory Group, LLC1,347$256K0.11%new13F-HRTimeline
Florida Trust Wealth Management Co1,344$256K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,339$255K0.01%-1,95313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,335$254K0.01%-13613F-HRTimelineGroup
Elm3 Financial Group, LLC1,330$253K0.17%new13F-HRTimeline
Kaydan Wealth Management, Inc.1,312$250K0.08%+813F-HRTimeline
Matisse Capital1,311$249K0.1%013F-HRTimeline
Stonebridge Financial Group, LLC/CA1,305$248K0.03%13F-HRTimeline
Circle Wealth Management, LLC1,302$248K<0.01%013F-HRTimeline
Madrona Financial Services, LLC1,294$246K0.05%-613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,291$246K<0.01%-2413F-HR/ATimeline
Ellsworth Advisors, LLC1,276$242K0.04%013F-HRTimeline
Register Financial Advisors LLC1,268$241K0.07%+29013F-HRTimeline
RDA Financial Network1,268$241K0.05%-2713F-HRTimeline
North Star Investment Management Corp.1,263$240K0.01%-8413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,260$240K0.03%-513F-HRTimeline
HighPoint Advisor Group LLC1,245$237K0.01%013F-HRTimeline
Savvy Advisors, Inc.1,239$236K0.01%new13F-HRTimeline
Keudell/Morrison Wealth Management1,235$235K0.04%013F-HRTimeline
Samalin Investment Counsel, LLC1,232$234K0.07%+113F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,230$234K0.07%013F-HRTimeline
Edge Wealth Management LLC1,227$233K0.04%013F-HRTimeline
FAIRFIELD, BUSH & CO.1,223$233K0.11%new13F-HRTimeline
LightSquare Wealth Management, LLC1,217$232K0.16%013F-HRTimeline
FIRST HORIZON CORP1,217$231K0.01%-82513F-HRTimeline
Bragg Financial Advisors, Inc1,215$231K0.01%013F-HRTimeline
TriCert Investment Counsel Inc.1,215$231K0.02%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TCP Asset Management, LLC1,214$231K0.03%+913F-HRTimeline
Cornerstone Wealth Group, LLC1,213$231K0.01%013F-HRTimeline
Sterling Investment Counsel, LLC1,211$230K0.05%-8513F-HRTimeline
ALERUS FINANCIAL NA1,206$229K0.01%013F-HRTimeline
One Capital Management, LLC1,356$229K0.01%013F-HRTimeline
Modern Wealth Management, LLC1,204$229K<0.01%013F-HRTimeline
Aureus Asset Management, LLC1,200$228K0.01%013F-HRTimeline
Portland Global Advisors LLC1,200$228K0.02%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,200$228K0.14%013F-HRTimeline
UNION SAVINGS BANK1,200$228K0.09%013F-HRTimeline
Selective Wealth Management, Inc.1,200$228K0.06%new13F-HRTimeline
Next Level Private LLC1,193$227K0.04%013F-HRTimeline
Sand Hill Global Advisors, LLC1,187$226K0.01%new13F-HRTimeline
Embree Financial Group1,187$226K0.02%+113F-HRTimeline
Edgestream Partners, L.P.1,181$225K0.01%new13F-HRTimeline
Integrated Advisors Network LLC1,180$224K0.01%-1,01513F-HRTimeline
Founders Financial Alliance, LLC1,177$224K0.03%+75313F-HRTimeline
LEIGH BALDWIN & CO., LLC1,176$224K0.12%new13F-HRTimeline
Brookwood Investment Group LLC1,175$223K0.03%new13F-HRTimeline
ASL Financial, LLC1,175$223K0.16%-2513F-HRTimeline
EPG Wealth Management LLC1,175$223K0.05%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,170$223K0.01%013F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…1,163$221K0.05%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,178$220K0.02%new13F-HRTimeline
Orca Wealth Management, LLC1,143$217K0.13%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,142$217K0.08%013F-HRTimeline
Atlas Private Wealth Advisors1,140$217K0.05%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…1,140$217K0.06%new13F-HRTimeline
Rockport Wealth LLC1,137$216K0.04%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.1,134$216K0.03%new13F-HRTimeline
Broadleaf Partners, LLC1,133$215K0.04%new13F-HRTimeline
Keystone Wealth Services, LLC1,128$214K0.04%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,127$214K<0.01%-1113F-HRTimelineGroup
Gilman Hill Asset Management, LLC1,125$214K0.03%new13F-HRTimeline
Harbour Trust & Investment Management Co1,125$214K0.02%new13F-HRTimeline
GREENLEAF TRUST1,124$214K<0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,115$212K0.01%-13,50113F-HRTimeline
Prism Advisors, Inc.1,115$212K0.05%new13F-HRTimeline
Seed Wealth Management, Inc.1,115$212K0.13%new13F-HRTimeline
Whitener Capital Management, Inc.1,110$211K0.04%new13F-HRTimeline
Lee Financial Co1,110$211K0.03%new13F-HRTimeline
Essex LLC1,106$210K0.03%-22513F-HRTimeline
Bangor Savings Bank1,099$209K0.02%013F-HRTimeline
Passive Capital Management, LLC.1,238$209K0.07%013F-HRTimeline
INVESTMENT PARTNERS, LTD.1,090$207K0.06%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,087$207K<0.01%013F-HRTimelineGroup
Ballentine Partners, LLC1,080$205K<0.01%new13F-HRTimeline
Mainstream Capital Management LLC1,076$205K0.12%new13F-HRTimeline
Keebeck Wealth Management1,075$204K0.02%-13213F-HRTimeline
Venture Visionary Partners LLC1,073$204K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.1,064$202K0.07%013F-HRTimeline
Betterment LLC1,064$202K<0.01%-26013F-HRTimeline
Journey Advisory Group, LLC1,062$202K0.02%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,057$201K0.01%new13F-HRTimeline
Hilltop Partners LLC1,056$201K0.05%new13F-HRTimeline
WJ Financial Advisors LLC1,054$200K0.15%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,186$200K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC1,050$200K0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,037$197K0.17%+6513F-HRTimeline
Blue Trust, Inc.981$187K<0.01%-113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC978$186K0.13%013F-HR/ATimeline
MOGY JOEL R INVESTMENT COUNSEL INC975$185K0.01%013F-HRTimeline
Parallel Advisors, LLC970$185K<0.01%+22613F-HRTimeline
Quaker Wealth Management, LLC970$185K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.944$180K0.01%+4113F-HRTimeline
CDKV HOLDINGS LLC918$175K0.14%-413F-HRTimeline
Minot DeBlois Advisors LLC850$162K0.14%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC829$158K<0.01%013F-HRTimelineGroup
Innovative Asset Advisors Group, LLC819$156K0.07%+17513F-HRTimeline
Sava Infond d.o.o.800$152K0.01%013F-HRTimeline
Smithfield Trust Co800$152K0.01%013F-HRTimeline
AdvisorNet Financial, Inc757$144K0.01%013F-HRTimeline
LOM Asset Management Ltd740$141K0.04%013F-HRTimeline
Activest Wealth Management708$135K0.03%013F-HRTimeline
Golden State Wealth Management, LLC706$134K0.01%-4013F-HRTimeline
Financial Perspectives, Inc700$133K0.03%013F-HRTimeline
Finley Financial, LLC675$128K0.05%013F-HRTimeline
GAMMA Investing LLC667$127K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC655$125K0.11%013F-HRTimeline
Cape Investment Advisory, Inc.654$124K0.03%new13F-HRTimeline
Winch Advisory Services, LLC653$124K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB628$119K<0.01%013F-HRTimeline
Pacific Center for Financial Services623$119K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.613$117K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.609$116K0.03%013F-HRTimeline
MCF Advisors LLC600$114K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.600$114K0.01%+35013F-HRTimeline
McMillan Office, Inc.600$114K0.01%013F-HRTimeline
Rossmore Private Capital599$114K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC591$112K0.01%+9913F-HRTimeline
Strive Financial Group ,LLC587$112K0.05%-4713F-HR/ATimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management585$111K0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC576$110K<0.01%+6013F-HRTimeline
Fourth Dimension Wealth, LLC570$108K0.03%-11913F-HRTimeline
BARRETT & COMPANY, INC.566$108K0.03%013F-HRTimeline
PRIVATE TRUST CO NA558$106K0.01%-40713F-HRTimeline
HOWE & RUSLING INC556$106K0.01%-45713F-HRTimeline
HighMark Wealth Management LLC547$104K0.03%013F-HRTimeline
IMA Advisory Services, Inc.541$103K0.01%new13F-HRTimeline
First Bancorp, Inc /ME/539$103K0.04%new13F-HRTimeline
Westfuller Advisors, LLC527$100K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC510$97K0.03%013F-HRTimeline
Asset Dedication, LLC490$93.2K0.01%+1513F-HRTimeline
MassMutual Private Wealth & Trust, FSB484$92.1K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.510$86.1K0.06%013F-HRTimeline
Buck Wealth Strategies, LLC452$86K0.01%new13F-HRTimeline
Realta Investment Advisors435$82.7K0.03%-2113F-HRTimeline
BAYBAN432$82.2K0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…431$82K<0.01%-6813F-HRTimelineGroup
Vermillion Wealth Management, Inc.426$81K0.02%-10513F-HRTimeline
MATHER GROUP, LLC.423$80.5K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC422$80.3K0.04%013F-HRTimeline
Comprehensive Financial Planning, Inc./…406$77.2K0.04%-1313F-HRTimeline
Axiom Investment Management LLC400$76.1K0.05%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$76.1K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd385$73.2K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…384$73K0.01%013F-HRTimeline
Archer Investment Corp379$72.1K0.01%013F-HR/ATimeline
SOA Wealth Advisors, LLC.363$69K0.01%-9113F-HRTimeline
Glen Eagle Advisors, LLC360$68.4K0.01%+16313F-HRTimeline
Geneos Wealth Management Inc.348$66.2K<0.01%013F-HRTimeline
SummitTX Capital, L.P.340$64.7K<0.01%-1,39213F-HRTimeline
Bollard Group LLC334$64K<0.01%013F-HRTimeline
Solstein Capital, LLC330$62.8K0.02%013F-HRTimeline