Skip to content
Disclosery

IBB ISHARES TR

Follow

ISHARES BIOTECH (fund)

871 managers (878 13F filers) reported a position in IBB shares at 2024-12-31, 34,758,590 shares in all. 67 filers opened a position and 114 filers sold out during the quarter.

Managers
871
13F filers
878
New
67
Added
210
Reduced
325
Sold out
114
Shares held by filers
34,758,590

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Hilltop Partners LLC1,702$225K0.08%-1013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,699$225K<0.01%+2013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,695$224K<0.01%-30013F-HRTimelineGroup
Caldwell Trust Co1,693$224K0.02%013F-HRTimeline
RDA Financial Network1,685$223K0.06%-213F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co1,680$222K0.01%-1,07013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC1,654$219K<0.01%-2913F-HRTimeline
Avantax Planning Partners, Inc.1,652$218K0.01%013F-HRTimeline
Western Wealth Management, LLC1,651$218K0.01%-4013F-HR/ATimeline
WJ Wealth Management, LLC1,650$218K0.08%013F-HRTimeline
LCNB CORP1,645$217K0.08%013F-HRTimeline
Investment Partners Asset Management, I…1,645$217K0.17%-18513F-HRTimeline
Millennium Capital Advisors, LLC1,626$215K0.15%013F-HRTimeline
BAXTER BROS INC1,616$214K0.03%-75613F-HRTimeline
PACK Private Wealth, LLC1,614$213K0.13%013F-HRTimeline
Addison Capital Co1,606$212K0.08%-2413F-HRTimeline
Apriem Advisors1,605$212K0.02%-2013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH39,000$211K<0.01%013F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC1,599$211K0.03%-2113F-HRTimeline
Oxler Private Wealth LLC1,591$210K0.07%013F-HRTimeline
Argent Trust Co1,577$208K0.01%+4013F-HRTimeline
INGALLS & SNYDER LLC1,574$208K0.01%-2513F-HRTimeline
WEALTHGARDEN F.S. LLC1,569$207K0.19%-80013F-HRTimeline
Mascagni Wealth Management, Inc.1,620$207K0.21%13F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP1,566$207K0.02%-713F-HRTimeline
Penobscot Investment Management Company…1,565$207K0.02%-10513F-HRTimeline
KKM Financial LLC1,550$205K0.09%-34113F-HRTimeline
Bond & Devick Financial Network, Inc.1,403$204K0.09%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,542$204K0.09%-37513F-HRTimeline
Valmark Advisers, Inc.1,542$204K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC1,530$202K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,529$202K0.01%-7513F-HR/ATimeline
Sterling Investment Counsel, LLC1,521$201K0.13%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,524$201K<0.01%+3013F-HRTimelineGroup
BRIGHTON JONES LLC1,517$201K0.01%new13F-HR/ATimeline
Ally Invest Advisors Inc.1,515$200K0.02%+7613F-HRTimeline
IFC Advisors LLC1,513$200K0.04%13F-HRTimeline
EPG Wealth Management LLC1,513$200K0.05%-6813F-HRTimeline
NVWM, LLC1,493$197K0.05%+73313F-HRTimeline
North Star Investment Management Corp.1,488$197K0.01%013F-HRTimeline
Atlatl Advisers LLC1,440$190K0.11%13F-HRTimeline
UMB Bank, n.a.1,434$190K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CREATIVE FINANCIAL DESIGNS INC /ADV1,399$185K0.02%013F-HRTimeline
Hikari Tsushin, Inc.1,373$182K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,342$178K<0.01%-113F-HRTimelineGroup
Orion Capital Management LLC1,300$172K0.08%new13F-HRTimeline
Parallel Advisors, LLC1,239$164K<0.01%-13513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding40,563$159K+36,823Timeline
LFA - Lugano Financial Advisors SA1,200$159K0.1%013F-HRTimeline
UNION SAVINGS BANK1,200$159K0.08%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,186$157K<0.01%-62313F-HRTimeline
CoreCap Advisors, LLC1,179$156K0.01%-4013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,170$155K0.01%-1513F-HRTimelineGroup
Mainstream Capital Management LLC1,132$150K0.1%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd1,107$146K0.01%-1,10713F-HRTimeline
Blue Trust, Inc.1,088$144K<0.01%+20013F-HR/ATimeline
SIGNATUREFD, LLC1,078$142K<0.01%+6913F-HRTimeline
Minot DeBlois Advisors LLC1,075$142K0.13%13F-HRTimeline
PITTENGER & ANDERSON INC1,050$139K0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,041$138K<0.01%+1313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,037$137K<0.01%013F-HRTimeline
Clearstead Advisors, LLC1,002$132K<0.01%013F-HRTimeline
Avondale Wealth Management1,000$132K0.08%013F-HRTimeline
Register Financial Advisors LLC977$129K0.06%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC975$129K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding975$129K-738Timeline
Golden State Wealth Management, LLC969$128K0.02%13F-HRTimeline
Bristlecone Advisors, LLC923$122K0.01%013F-HRTimeline
Lindbrook Capital, LLC900$119K0.01%-15013F-HRTimeline
Fourth Dimension Wealth, LLC898$119K0.06%13F-HRTimeline
EASTERN BANK894$118K<0.01%+44613F-HRTimeline
American Capital Advisory, LLC891$118K0.07%013F-HRTimeline
HM PAYSON & CO881$116K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.873$115K<0.01%+30013F-HRTimeline
Smithfield Trust Co800$107K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.792$105K0.02%013F-HR/ATimeline
Viewpoint Capital Management LLC780$103K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…745$98.5K<0.01%-10613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…710$96.8K0.01%+4913F-HRTimeline
Winch Advisory Services, LLC716$94.7K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC709$93.7K0.06%013F-HRTimeline
ROGCO, LP700$92.5K0.04%013F-HRTimeline
Finley Financial, LLC675$90.1K0.05%13F-HRTimeline
Arax Advisory Partners653$86.4K0.01%013F-HRTimeline
MITCHELL SINKLER & STARR/PA643$85K0.02%013F-HRTimeline
Investment Research & Advisory Group, I…642$84.9K0.04%013F-HRTimeline
Global Financial Private Client, LLC640$84.6K0.03%013F-HRTimeline
Pacific Center for Financial Services621$82.1K0.02%013F-HRTimeline
Activest Wealth Management617$81.6K0.02%-23513F-HRTimeline
PRIVATE TRUST CO NA613$81K0.01%-2,88313F-HRTimeline
HAZLETT, BURT & WATSON, INC.609$81K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.604$79.9K0.03%+1613F-HRTimeline
Tortoise Investment Management, LLC603$79.7K0.01%013F-HR/ATimeline
AlphaCore Capital LLC603$79.7K0.02%013F-HRTimeline
MCF Advisors LLC600$79.3K0.01%013F-HRTimeline
Continuum Advisory, LLC600$79.3K0.01%+113F-HRTimeline
Ransom Advisory, Ltd599$79.2K0.04%013F-HRTimeline
AllSquare Wealth Management LLC567$75K0.04%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC552$73K0.04%013F-HRTimeline
HighMark Wealth Management LLC547$72.4K0.04%013F-HRTimeline
Venturi Wealth Management, LLC544$71.9K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC530$70.1K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.530$70K0.04%13F-HRTimeline
Plante Moran Financial Advisors, LLC528$69.8K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC524$69.3K0.01%+50013F-HRTimelineGroup
Financial Perspectives, Inc519$68.6K0.02%013F-HRTimeline
WASHINGTON TRUST Co516$68.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC510$67.4K0.03%13F-HRTimeline
Solstein Capital, LLC505$66.8K0.04%013F-HRTimeline
Asset Dedication, LLC472$62.4K<0.01%013F-HRTimeline
TSFG, LLC472$62K0.01%-65813F-HRTimeline
IAG Wealth Partners, LLC450$59.5K0.01%013F-HRTimeline
FSA Wealth Management LLC447$59.1K0.02%013F-HRTimeline
Hurley Capital, LLC440$59K0.05%13F-HRTimeline
Sunbelt Securities, Inc.442$58.2K0.01%-22813F-HRTimeline
Bogart Wealth, LLC434$57.4K<0.01%+17313F-HRTimeline
SYM FINANCIAL Corp430$56.9K0.01%+30313F-HRTimeline
MATHER GROUP, LLC.423$55.9K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC415$54.9K0.05%13F-HRTimeline
WFA Asset Management Corp412$54.4K0.03%013F-HRTimeline
Hexagon Capital Partners LLC407$53.8K0.01%+30713F-HRTimeline
Paladin Advisory Group, LLC407$53.8K0.04%013F-HRTimeline
Realta Investment Advisors396$53.1K0.02%-3,72113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$52.9K0.03%013F-HRTimeline
Beacon Capital Management, LLC399$52.7K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd385$50.9K<0.01%-19413F-HRTimelineGroup
Archer Investment Corp378$50K0.01%013F-HRTimeline
GAMMA Investing LLC377$49.9K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC372$49.2K<0.01%+7413F-HRTimeline
Comprehensive Financial Planning, Inc./…359$47.4K0.04%13F-HRTimeline
Addison Advisors LLC340$45K0.01%013F-HRTimeline
Bollard Group LLC334$44K<0.01%013F-HRTimeline
Crews Bank & Trust330$43.6K0.01%13F-HRTimeline
Mascoma Wealth Management LLC321$42.4K0.01%013F-HRTimeline
Modus Advisors, LLC313$41.4K0.01%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$39.7K0.01%013F-HRTimeline
Smartleaf Asset Management LLC300$39.5K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.291$38.5K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.290$38.3K0.02%13F-HRTimeline
Integrity Financial Corp /WA289$38.2K0.02%013F-HRTimeline
HORIZON BANCORP INC /IN/290$38K0.02%-5513F-HRTimeline
Van Hulzen Asset Management, LLC285$37.7K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC275$36.4K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV272$36K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp265$35K0.03%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.250$34.7K<0.01%013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…260$34.4K0.02%13F-HRTimeline
NFSG Corp249$32.9K0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…245$32.4K0.02%13F-HRTimeline
S&T Bank/PA240$31.7K0.01%new13F-HRTimeline
High Note Wealth, LLC240$31.7K0.01%new13F-HRTimeline
Crewe Advisors LLC232$30.7K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC228$30.1K0.01%13F-HRTimeline
TrinityBridge Ltd230$30K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC225$29.7K<0.01%+15013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…222$29.4K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\221$29.2K<0.01%013F-HR/ATimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…221$29.2K0.01%013F-HRTimeline
Key Financial Inc220$29.1K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC219$29K0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC205$27.1K0.01%013F-HRTimeline
Darwin Wealth Management, LLC200$26.5K0.01%013F-HR/ATimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$26.4K0.13%new13F-HRTimeline
Glen Eagle Advisors, LLC196$26K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC196$25.9K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC189$25K0.01%013F-HRTimeline
WealthShield Partners, LLC188$24.9K<0.01%-7513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC187$24.7K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc180$23.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC180$23.8K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC180$23.8K0.01%013F-HRTimeline
Financial Freedom, LLC175$23.2K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.175$23.1K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton162$21.4K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…150$20.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust154$20.4K<0.01%013F-HRTimeline
CVA Family Office, LLC150$19.8K<0.01%-22513F-HRTimeline
Spectrum Wealth Counsel, LLC150$19.8K<0.01%013F-HRTimeline
Promus Capital, LLC136$18K0.01%13F-HR/ATimeline
Wingate Wealth Advisors, Inc.135$17.9K0.02%13F-HRTimeline
GPS Wealth Strategies Group, LLC124$16.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc122$16.1K0.01%-8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JDM Financial Group LLC121$16K0.01%-1813F-HRTimeline
Aberdeen Wealth Management LLC120$15.9K0.01%-1713F-HRTimeline
CBIZ Investment Advisory Services, LLC113$15K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN112$14.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc111$14.7K<0.01%-15013F-HRTimeline
Synergy Investment Management, LLC106$14K0.01%13F-HRTimeline
Creative Capital Management Investments…103$13.6K0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC102$13.5K<0.01%013F-HRTimeline
West Branch Capital LLC101$13.4K<0.01%-6013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…101$13.4K<0.01%+4713F-HRTimelineGroup
Hartford Financial Management Inc.100$13.2K<0.01%013F-HRTimeline
Independence Bank of Kentucky95$12.6K<0.01%013F-HRTimeline
Tidemark, LLC95$12.6K<0.01%013F-HRTimeline
BFSG, LLC90$11.9K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP87$11.6K<0.01%+8713F-HRTimeline
COUNTRY TRUST BANK85$11.2K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp82$10.8K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC81$10.7K<0.01%013F-HRTimeline