Skip to content
Disclosery

IBB ISHARES TR

Follow

ISHARES BIOTECH (fund)

794 managers (800 13F filers) reported a position in IBB shares at 2025-06-30, 31,124,944 shares in all. 43 filers opened a position and 84 filers sold out during the quarter.

Managers
794
13F filers
800
New
43
Added
138
Reduced
352
Sold out
84
Shares held by filers
31,124,944

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Golden State Wealth Management, LLC758$95.9K0.01%-20013F-HRTimeline
Financial Perspectives, Inc722$91.4K0.03%+20313F-HRTimeline
WOLFF WIESE MAGANA LLC709$89.7K0.06%013F-HRTimeline
Winch Advisory Services, LLC688$87K0.02%-2913F-HRTimeline
Finley Financial, LLC675$85.4K0.04%013F-HRTimeline
Arax Advisory Partners649$82.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.648$82K<0.01%-22513F-HRTimeline
Pacific Center for Financial Services622$78.7K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB621$78.6K<0.01%-41613F-HRTimeline
BARRETT & COMPANY, INC.604$76.4K0.03%013F-HRTimeline
Tortoise Investment Management, LLC603$76.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.609$76K0.03%013F-HRTimeline
MCF Advisors LLC600$75.9K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management585$74K0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.582$73.7K0.01%-18613F-HRTimeline
AllSquare Wealth Management LLC567$71.7K0.04%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC552$69.8K0.03%013F-HRTimeline
HighMark Wealth Management LLC547$69.3K0.03%013F-HRTimeline
Byrne Asset Management LLC543$68.7K0.05%-1013F-HRTimeline
Plante Moran Financial Advisors, LLC528$66.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC510$65.1K0.03%013F-HRTimeline
Activest Wealth Management477$60.3K0.01%013F-HRTimeline
Asset Dedication, LLC472$59.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.442$58.5K0.01%+23513F-HRTimeline
FSA Wealth Management LLC447$56.6K0.02%013F-HRTimeline
WFA Asset Management Corp411$56.4K0.03%013F-HRTimeline
Vermillion Wealth Management, Inc.425$53.8K0.03%-10513F-HRTimeline
Comprehensive Financial Planning, Inc./…419$53K0.04%+6113F-HRTimeline
Centricity Wealth Management, LLC415$52.5K0.04%013F-HRTimeline
PRIVATE TRUST CO NA402$50.9K<0.01%-5113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$50.6K0.03%013F-HRTimeline
Realta Investment Advisors396$50.1K0.02%013F-HRTimeline
SIGNATUREFD, LLC393$49.7K<0.01%-813F-HRTimeline
Beacon Capital Management, LLC387$49K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd385$48.7K<0.01%013F-HRTimelineGroup
Archer Investment Corp378$47.8K0.01%013F-HRTimeline
GAMMA Investing LLC377$47.7K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC372$47.1K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC362$45.8K0.03%013F-HRTimeline
Hurley Capital, LLC340$43.1K0.03%-113F-HRTimeline
Addison Advisors LLC340$43K0.01%-3513F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD333$42.1K<0.01%+3613F-HRTimelineGroup
Bollard Group LLC334$42K<0.01%013F-HRTimeline
TSFG, LLC332$42K0.01%013F-HRTimeline
Solstein Capital, LLC330$41.7K0.02%013F-HRTimeline
Crews Bank & Trust330$41.7K0.01%013F-HRTimeline
Mascoma Wealth Management LLC321$40.6K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp303$38.3K<0.01%013F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding300$38K-612,180Timeline
MONETARY MANAGEMENT GROUP INC300$38K0.01%013F-HRTimeline
Security National Bank300$38K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.291$36.8K0.01%013F-HRTimeline
Integrity Financial Corp /WA289$36.6K0.02%013F-HRTimeline
Garde Capital, Inc.279$35.3K<0.01%013F-HRTimeline
TrinityBridge Ltd275$35K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC275$34.8K0.01%013F-HRTimeline
Key Financial Inc272$34.4K0.01%+5213F-HRTimeline
N.E.W. Advisory Services LLC272$34.4K<0.01%-7713F-HRTimeline
Bogart Wealth, LLC261$33.1K<0.01%-17313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV257$33K<0.01%-31513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…260$32.9K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp246$31.7K0.03%+1213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$31.6K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.250$31.6K<0.01%-1013F-HRTimelineGroup
Harbor Asset Planning, Inc.247$31.3K0.03%13F-HRTimeline
Bradley & Co. Private Wealth Management…245$31K0.02%013F-HRTimeline
High Note Wealth, LLC240$30.4K0.01%013F-HRTimeline
Woodside Wealth Management LLC240$30.4K0.03%013F-HRTimeline
HOEY INVESTMENTS, INC235$29.7K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …231$29.2K0.01%13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC230$29.1K0.01%+2513F-HRTimeline
VSM Wealth Advisory, LLC228$28.8K0.01%013F-HRTimeline
HM PAYSON & CO225$28.5K<0.01%-2013F-HRTimeline
HHM Wealth Advisors, LLC225$28.5K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…222$28.1K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC225$28K<0.01%-15013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\221$28K<0.01%013F-HRTimelineGroup
Berkshire Money Management, Inc.220$27.8K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC217$27K0.01%-4213F-HRTimeline
Darwin Wealth Management, LLC200$25.3K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$25.3K0.08%013F-HRTimeline
Glen Eagle Advisors, LLC197$24.9K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC196$24.8K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC189$23.9K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC187$23.7K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/181$23K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advanced Asset Management Advisors Inc180$22.8K0.01%013F-HRTimeline
Front Row Advisors LLC180$22.8K0.01%013F-HRTimeline
Parkside Financial Bank & Trust179$22.7K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC162$20.5K<0.01%+12513F-HRTimeline
Rosenberg Matthew Hamilton162$20.5K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC159$20.1K<0.01%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…153$19.4K<0.01%+10513F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…150$19K<0.01%013F-HRTimeline
CVA Family Office, LLC150$19K<0.01%013F-HRTimeline
Boreal Capital Management LLC145$18.3K0.02%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…144$18.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc139$17.6K<0.01%+3313F-HRTimeline
Promus Capital, LLC136$17.2K0.01%013F-HR/ATimeline
Providence Capital Advisors, LLC135$17.1K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp127$16.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC124$15.7K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC117$15.7K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc122$15.4K0.01%013F-HRTimeline
JDM Financial Group LLC121$15.3K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC120$15.2K0.01%013F-HRTimeline
WPG Advisers, LLC117$14.8K0.01%013F-HRTimeline
West Branch Capital LLC114$14.4K<0.01%-3813F-HRTimeline
CBIZ Investment Advisory Services, LLC113$14.3K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN112$14.2K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…106$13.5K<0.01%-86913F-HRTimelineGroup
Dunhill Financial, LLC106$13.4K<0.01%+5613F-HRTimeline
Financial Freedom, LLC101$12.7K0.01%013F-HRTimeline
Hartford Financial Management Inc.100$12.7K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$12.7K<0.01%-4513F-HRTimeline
NFSG Corp91$11.5K<0.01%-12413F-HRTimeline
Crewe Advisors LLC82$10.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC80$10.1K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC79$9.98K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC77$9.74K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.77$9.74K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC75$9.49K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.75$9.49K<0.01%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP75$9.49K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT75$9.49K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC75$9.49K<0.01%-6013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/75$9.49K<0.01%013F-HR/ATimelineGroup
Grove Bank & Trust73$9.23K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC71$9.2K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.72$9.11K<0.01%013F-HRTimeline
Coston, McIsaac & Partners74$9K<0.01%013F-HRTimeline
Robbins Farley71$8.98K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.71$8.95K<0.01%013F-HRTimeline
Creative Capital Management Investments…68$8.6K<0.01%new13F-HRTimeline
Sachetta, LLC65$8.22K<0.01%013F-HRTimeline
Breakwater Investment Management63$7.97K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC63$7.97K<0.01%-1413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$7.59K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC60$7.59K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC56$7.08K<0.01%-1513F-HRTimeline
Game Plan Financial Advisors, LLC54$6.83K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC53$6.74K<0.01%-29613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.52$6.58K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$6.54K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC50$6.33K<0.01%013F-HRTimeline
Trust Co50$6.33K<0.01%013F-HRTimeline
EASTERN BANK48$6.07K<0.01%-44613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…47$5.95K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC46$5.83K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC45$5.69K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC45$5.69K<0.01%013F-HRTimeline
MOTCO42$5.58K<0.01%-913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43$5.44K<0.01%-6313F-HRTimelineGroup
WealthShield Partners, LLC43$5.44K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC40$5.06K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.40$5.06K<0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.45$5K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST39$4.93K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners39$4.93K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.35$4.43K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.33$4.11K<0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC30$3.79K<0.01%013F-HRTimeline
Stone House Investment Management, LLC30$3.73K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.27$3.42K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.26$3.29K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC25$3.16K<0.01%013F-HRTimeline
GoalVest Advisory LLC25$3.16K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24$3.05K<0.01%new13F-HR/ATimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC24$3.04K<0.01%-50013F-HRTimelineGroup
Capital Investment Advisory Services, L…22$2.78K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.21$2.66K<0.01%-1413F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.20$2.54K<0.01%-1713F-HRTimeline
WFA of San Diego, LLC17$2.15K<0.01%13F-HRTimeline
Transce3nd, LLC17$2.15K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…16$2.02K<0.01%+613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$2K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC15$1.91K<0.01%013F-HRTimeline
Millstone Evans Group, LLC15$1.9K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…15$1.9K<0.01%013F-HRTimeline
Aviso Financial Inc.12$1.52K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC10$1.27K<0.01%013F-HRTimeline
Main Street Group, LTD10$1.27K<0.01%-12113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9$1K<0.01%-1113F-HRTimelineGroup
Covestor Ltd4$1K<0.01%+413F-HRTimeline
Founders Capital Management6$771<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division5$633<0.01%013F-HRTimeline
Luminist Capital LLC4$511<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP3$382<0.01%013F-HRTimeline
Nemes Rush Group LLC2$253<0.01%-6,37913F-HRTimeline
Manchester Capital Management LLC1$127<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1$127<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP0$59<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
PIN OAK INVESTMENT ADVISORS INC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.