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Disclosery

IBB ISHARES TR

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ISHARES BIOTECH (fund)

831 managers (837 13F filers) reported a position in IBB shares at 2025-03-31, 31,169,419 shares in all. 41 filers opened a position and 79 filers sold out during the quarter.

Managers
831
13F filers
837
New
41
Added
196
Reduced
362
Sold out
79
Shares held by filers
31,169,419

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CREATIVE FINANCIAL DESIGNS INC /ADV1,399$179K0.01%013F-HRTimeline
Hikari Tsushin, Inc.1,373$176K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,246$159K0.01%+6713F-HRTimeline
LFA - Lugano Financial Advisors SA1,200$153K0.1%013F-HRTimeline
UNION SAVINGS BANK1,200$153K0.08%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,170$150K0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,145$146K<0.01%+5713F-HRTimeline
Parallel Advisors, LLC1,135$145K<0.01%-10413F-HRTimeline
BOKF, NAin group BOKF, NA1,118$143K<0.01%-22413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,104$141K<0.01%-8213F-HRTimeline
JTC Employer Solutions Trustee Ltd1,107$141K0.01%013F-HRTimeline
Orion Capital Management LLC1,100$141K0.06%-20013F-HRTimeline
Minot DeBlois Advisors LLC1,075$137K0.14%013F-HRTimeline
PITTENGER & ANDERSON INC1,050$134K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,037$133K<0.01%013F-HRTimeline
Register Financial Advisors LLC978$125K0.07%+113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC975$125K0.01%013F-HRTimeline
Golden State Wealth Management, LLC958$123K0.02%-1113F-HR/ATimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…975$121K0.04%013F-HRTimelineGroup
Bristlecone Advisors, LLC923$118K0.01%013F-HRTimeline
Clearstead Advisors, LLC917$117K<0.01%-8513F-HRTimeline
Lindbrook Capital, LLC900$115K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC898$115K0.06%013F-HRTimeline
American Capital Advisory, LLC891$114K0.06%013F-HRTimeline
Geneos Wealth Management Inc.873$112K<0.01%013F-HRTimeline
Olde Wealth Management, LLC854$109K0.04%new13F-HRTimeline
Elequin Capital, LP829$106K0.02%new13F-HRTimeline
Smithfield Trust Co800$103K0.01%013F-HRTimeline
North Capital, Inc.789$101K0.1%13F-HRTimeline
Viewpoint Capital Management LLC780$99.8K0.05%013F-HRTimeline
SOA Wealth Advisors, LLC.768$98.3K0.02%-2413F-HRTimeline
NVWM, LLC760$97.2K0.03%-73313F-HRTimeline
Winch Advisory Services, LLC717$91.7K0.02%+113F-HRTimeline
WOLFF WIESE MAGANA LLC709$90.7K0.06%013F-HRTimeline
Finley Financial, LLC675$84.2K0.05%013F-HRTimeline
Arax Advisory Partners649$83.1K0.01%-413F-HRTimeline
Investment Research & Advisory Group, I…642$82.1K0.03%013F-HRTimeline
Pacific Center for Financial Services622$79.5K0.02%+113F-HRTimeline
HAZLETT, BURT & WATSON, INC.609$79K0.04%013F-HRTimeline
Continuum Advisory, LLC608$77.8K0.01%+813F-HRTimeline
BARRETT & COMPANY, INC.604$77.3K0.03%013F-HRTimeline
AlphaCore Capital LLC603$77.2K0.01%013F-HRTimeline
Tortoise Investment Management, LLC603$77.1K0.01%013F-HR/ATimeline
MCF Advisors LLC600$76.7K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management585$74.8K0.01%13F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV572$73K0.01%+30013F-HRTimeline
AllSquare Wealth Management LLC567$72.5K0.04%013F-HRTimeline
Byrne Asset Management LLC553$70.7K0.05%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC552$70.6K0.03%013F-HRTimeline
HighMark Wealth Management LLC547$70K0.04%013F-HRTimeline
Vermillion Wealth Management, Inc.530$67.8K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC528$67.6K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC524$67K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC524$67K0.01%013F-HRTimelineGroup
Financial Perspectives, Inc519$66.4K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC510$63.5K0.03%013F-HRTimeline
EASTERN BANK494$63.2K<0.01%-40013F-HRTimeline
Activest Wealth Management477$61K0.02%-14013F-HRTimeline
Asset Dedication, LLC472$60.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA453$57.9K0.01%-16013F-HRTimeline
IAG Wealth Partners, LLC450$57.6K0.01%013F-HRTimeline
FSA Wealth Management LLC447$57.2K0.02%013F-HRTimeline
WFA Asset Management Corp411$56.4K0.03%-113F-HRTimeline
Bogart Wealth, LLC434$55.6K<0.01%013F-HRTimeline
MATHER GROUP, LLC.423$54.1K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC415$53.1K0.05%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.414$53K<0.01%-62713F-HRTimelineGroup
Paladin Advisory Group, LLC407$52.1K0.04%013F-HRTimeline
SIGNATUREFD, LLC401$51.3K<0.01%-67713F-HRTimeline
WASHINGTON TRUST Co400$51.2K<0.01%-11613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$51.2K0.03%013F-HRTimeline
Realta Investment Advisors396$50.6K0.02%013F-HRTimeline
Beacon Capital Management, LLC387$49.5K0.01%-1213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd385$49.2K<0.01%013F-HRTimelineGroup
Archer Investment Corp378$48.4K0.01%013F-HRTimeline
GAMMA Investing LLC377$48.3K<0.01%013F-HR/ATimeline
Addison Advisors LLC375$48K0.01%+3513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC372$47.6K<0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC375$47K<0.01%new13F-HRTimelineGroup
Dynamic Wealth Strategies, LLC362$46.3K0.04%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…358$45.9K0.04%-113F-HRTimeline
Founders Financial Alliance, LLC349$44.7K0.01%+29613F-HRTimeline
N.E.W. Advisory Services LLC349$44.6K<0.01%new13F-HRTimeline
Hurley Capital, LLC341$43.6K0.03%-9913F-HRTimeline
Bollard Group LLC334$43K<0.01%013F-HRTimeline
Solstein Capital, LLC330$42.2K0.02%-17513F-HRTimeline
Crews Bank & Trust330$42.2K0.01%013F-HRTimeline
TSFG, LLC332$42K0.01%-14013F-HRTimeline
Mascoma Wealth Management LLC321$41K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp303$38.8K<0.01%+22113F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC300$38.4K0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD297$38K<0.01%new13F-HR/ATimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.291$37.2K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.290$37.1K0.02%013F-HR/ATimeline
Integrity Financial Corp /WA289$37K0.02%013F-HRTimeline
Garde Capital, Inc.279$35.7K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC275$35.2K0.01%013F-HRTimeline
TrinityBridge Ltd275$35K<0.01%+4513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.260$33.3K<0.01%+1013F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…260$33.3K0.02%013F-HRTimeline
Winthrop Capital Management, LLC259$33K0.01%-17,21613F-HRTimeline
CX Institutional253$32K<0.01%new13F-HRTimeline
HM PAYSON & CO245$31.3K<0.01%-63613F-HRTimeline
Bradley & Co. Private Wealth Management…245$31.3K0.02%013F-HRTimeline
High Note Wealth, LLC240$30.7K0.01%013F-HRTimeline
Woodside Wealth Management LLC240$30.7K0.03%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…222$30.5K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …236$30.2K0.01%13F-HRTimelineGroup
HOEY INVESTMENTS, INC235$30K0.01%-29513F-HRTimeline
Murphy & Mullick Capital Management Corp234$29.9K0.03%-3113F-HRTimeline
ROGCO, LP231$29.5K0.01%-46913F-HRTimeline
VSM Wealth Advisory, LLC228$29.2K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC225$28.8K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\221$28.3K<0.01%013F-HRTimelineGroup
Key Financial Inc220$28.1K0.01%013F-HRTimeline
NFSG Corp215$27.5K0.01%-3413F-HRTimeline
Darwin Wealth Management, LLC200$26.5K0.01%013F-HRTimeline
Sunbelt Securities, Inc.207$26.4K<0.01%-23513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC205$26.2K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$25.6K0.09%013F-HRTimeline
Ramirez Asset Management, Inc.200$25.6K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC197$25.1K<0.01%+113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC196$25.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC187$24.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC191$24.5K<0.01%+17313F-HRTimeline
Cordgrass Capital Advisors, LLC189$24.2K0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc180$23K0.01%013F-HRTimeline
Front Row Advisors LLC180$23K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/181$23K0.01%-10913F-HRTimeline
Parkside Financial Bank & Trust179$22.9K<0.01%+2513F-HRTimeline
Ameliora Wealth Management Ltd.175$22.4K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton162$20.7K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC159$20.3K<0.01%-6013F-HR/ATimeline
West Branch Capital LLC152$19.4K0.01%+5113F-HRTimeline
CVA Family Office, LLC150$19.2K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC150$19.2K<0.01%013F-HRTimeline
Painted Porch Advisors LLC150$19.2K0.01%new13F-HRTimeline
Independence Bank of Kentucky145$18.5K<0.01%+5013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…144$18.5K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…150$18.3K<0.01%013F-HRTimeline
Promus Capital, LLC136$17.4K0.01%013F-HR/ATimeline
Sage Mountain Advisors LLC135$17.3K<0.01%+6013F-HRTimeline
Main Street Group, LTD131$16.6K0.01%+12013F-HRTimeline
SYM FINANCIAL Corp127$16.2K<0.01%-30313F-HRTimeline
Glass Jacobson Investment Advisors llc122$16.1K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC124$15.9K<0.01%013F-HRTimeline
JDM Financial Group LLC121$15.5K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC120$15.3K0.01%013F-HRTimeline
WPG Advisers, LLC117$15K0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC113$14.5K<0.01%013F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN112$14.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$13.6K<0.01%-7413F-HRTimelineGroup
AdvisorNet Financial, Inc106$13.6K<0.01%-513F-HRTimeline
Synergy Investment Management, LLC106$13.5K0.01%013F-HRTimeline
Financial Freedom, LLC101$12.9K0.01%-7413F-HRTimeline
Hartford Financial Management Inc.100$12.8K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC100$12.8K<0.01%-30713F-HRTimeline
Tidemark, LLC95$12.2K<0.01%013F-HRTimeline
BFSG, LLC90$11.5K<0.01%013F-HRTimeline
COUNTRY TRUST BANK85$10.9K<0.01%013F-HR/ATimeline
Crewe Advisors LLC82$10.5K<0.01%-15013F-HRTimeline
Princeton Global Asset Management LLC80$10.2K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC79$10.1K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC77$9.85K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC77$9.85K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.77$9.85K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.75$9.59K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT75$9.59K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC75$9.59K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/75$9.59K<0.01%013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.72$9.21K0.01%013F-HRTimeline
Salomon & Ludwin, LLC71$9.08K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC71$9.08K<0.01%-1013F-HRTimeline
Robbins Farley71$9.08K<0.01%-28,18113F-HRTimeline
Physician Wealth Advisors, Inc.71$9.05K<0.01%+113F-HRTimeline
Coston, McIsaac & Partners74$9K<0.01%013F-HRTimeline
Sachetta, LLC65$8.31K<0.01%013F-HRTimeline
Breakwater Investment Management63$8.06K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$7.67K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC60$7.67K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC54$6.91K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.52$6.65K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$6.62K<0.01%013F-HRTimeline
MOTCO51$6.52K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC50$6.39K<0.01%013F-HRTimeline
Trust Co50$6.39K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…48$6.14K<0.01%-5313F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…47$6.01K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC45$5.82K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC45$5.76K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.45$5.76K<0.01%013F-HRTimeline
MTM Investment Management, LLC46$5.73K<0.01%013F-HRTimeline
WealthShield Partners, LLC43$5.5K<0.01%-14513F-HRTimeline
Powell Investment Advisors, LLC40$5.12K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.40$5.12K<0.01%013F-HR/ATimeline
Beutel, Goodman & Co Ltd.45$5K<0.01%new13F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners39$4.99K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.37$4.76K<0.01%-2413F-HRTimeline
CARDIFF PARK ADVISORS, LLC37$4.74K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.35$4.48K<0.01%013F-HRTimeline