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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
Heritage Wealth Advisors1,750$295K0.01%013F-HRTimeline
Green Ridge Wealth Planning LLC1,750$295K0.15%13F-HRTimeline
First Nebraska Trust Co1,750$295K0.03%-8713F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC1,700$287K0.04%013F-HRTimeline
Spinnaker Investment Group, LLC1,695$286K0.05%new13F-HRTimeline
Verdence Capital Advisors LLC1,694$286K0.02%new13F-HRTimeline
Rehmann Capital Advisory Group1,693$286K0.01%-113F-HRTimeline
Valeo Financial Advisors, LLC1,690$285K0.01%+29113F-HRTimeline
Comprehensive Financial Consultants Ins…1,681$284K0.09%-7613F-HRTimeline
MONECO ADVISORS, LLC1,680$284K0.02%new13F-HRTimeline
Ignite Planners, LLC1,644$283K0.04%013F-HRTimeline
Red Door Wealth Management, LLC1,664$281K0.03%+213F-HRTimeline
IHT Wealth Management, LLC1,654$279K0.01%+3013F-HRTimeline
SevenBridge Financial Group, LLC1,582$278K0.04%013F-HRTimeline
LCNB CORP1,645$278K0.09%013F-HRTimeline
Millennium Capital Advisors, LLC1,631$275K0.16%+513F-HRTimeline
XML Financial, LLC1,614$272K0.02%new13F-HRTimeline
PACK Private Wealth, LLC1,614$272K0.12%013F-HRTimeline
NWAM LLC1,555$272K0.02%-8913F-HRTimeline
Argent Trust Co1,612$272K0.01%-2113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,598$270K0.09%new13F-HRTimeline
Oxler Private Wealth LLC1,595$269K0.08%+113F-HRTimeline
South Shore Capital Advisors1,580$267K0.19%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,561$263K<0.01%new13F-HRTimeline
UMB Bank, n.a.1,559$263K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VANCE WEALTH, LLC1,552$262K0.08%013F-HR/ATimeline
Orion Porfolio Solutions, LLC1,551$262K<0.01%+13913F-HRTimeline
Apriem Advisors1,545$261K0.02%013F-HRTimeline
Juno Financial Group LLC1,536$259K0.1%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,534$259K0.01%+2113F-HRTimeline
Regal Investment Advisors LLC1,533$259K0.02%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC1,530$258K0.01%013F-HRTimeline
Secure Asset Management, LLC1,529$258K0.04%new13F-HRTimeline
TBH Global Asset Management, LLC1,523$257K0.04%new13F-HRTimeline
Penobscot Investment Management Company…1,520$257K0.02%013F-HRTimeline
AE Wealth Management LLC1,516$256K<0.01%+11813F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC1,515$256K0.2%13F-HRTimeline
IFC Advisors LLC1,513$255K0.04%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,504$254K0.04%13F-HRTimeline
Vision Capital Management, Inc.1,500$253K0.03%013F-HRTimeline
Broyhill Asset Management, LLC1,500$253K0.22%013F-HRTimeline
Sava Infond d.o.o.1,500$253K0.03%new13F-HRTimeline
AtlasMark Financial, Inc1,500$253K0.16%013F-HRTimeline
GeoWealth Management, LLC1,498$253K0.01%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,497$253K0.03%-10413F-HRTimeline
Wealth Management Partners, LLC1,493$252K0.07%new13F-HRTimeline
Platform Technology Partners1,492$252K0.05%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,491$252K<0.01%-38713F-HRTimelineGroup
Castle Rock Wealth Management, LLC1,452$251K0.05%+4513F-HRTimeline
Western Wealth Management, LLC1,465$247K0.01%new13F-HRTimeline
Modern Wealth Management, LLC1,462$247K<0.01%new13F-HRTimeline
Wedmont Private Capital1,393$246K0.01%new13F-HRTimeline
Sargent Investment Group, LLC1,449$245K0.03%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,446$244K0.02%-16313F-HRTimelineGroup
Prism Advisors, Inc.1,438$243K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,413$238K0.01%-42713F-HRTimelineGroup
Bond & Devick Financial Network, Inc.1,403$237K0.07%013F-HRTimeline
One Capital Management, LLC1,401$237K0.01%-20113F-HRTimeline
MGO ONE SEVEN LLC1,387$234K<0.01%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,385$234K0.01%-12013F-HRTimeline
Essex LLC1,374$232K0.04%new13F-HRTimeline
Hikari Tsushin, Inc.1,373$232K0.02%013F-HRTimeline
Caldwell Trust Co1,368$231K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,363$230K0.02%+99113F-HRTimeline
FAIRFIELD, BUSH & CO.1,353$228K0.12%new13F-HRTimeline
ALERUS FINANCIAL NA1,353$228K0.01%013F-HRTimeline
EPG Wealth Management LLC1,351$228K0.06%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,350$228K0.01%new13F-HRTimeline
High Net Worth Advisory Group LLC1,350$228K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA1,314$222K0.02%+82613F-HRTimeline
Matisse Capital1,308$221K0.1%new13F-HRTimeline
Sterling Investment Counsel, LLC1,308$221K0.06%new13F-HRTimeline
Kaydan Wealth Management, Inc.1,304$220K0.06%new13F-HRTimeline
Madrona Financial Services, LLC1,300$219K0.05%new13F-HRTimeline
RDA Financial Network1,299$219K0.05%-10113F-HRTimeline
NorthRock Partners, LLC1,289$218K<0.01%new13F-HRTimeline
Ellsworth Advisors, LLC1,275$217K0.04%new13F-HRTimeline
Hudock, Inc.1,278$216K0.03%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,270$214K0.03%new13F-HRTimeline
Cravens & Co Advisors, LLC1,250$214K0.14%new13F-HRTimeline
Sovran Advisors, LLC1,253$214K0.02%new13F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,266$214K0.11%13F-HRTimeline
Shepherd Financial Partners LLC1,264$213K0.02%new13F-HRTimeline
North Star Investment Management Corp.1,263$213K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC1,253$212K0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.1,247$210K0.01%new13F-HRTimeline
HighPoint Advisor Group LLC1,245$210K<0.01%new13F-HRTimeline
Passive Capital Management, LLC.1,238$209K0.07%new13F-HRTimeline
Rockport Wealth LLC1,238$209K0.04%new13F-HRTimeline
Samalin Investment Counsel, LLC1,231$208K0.07%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,230$208K0.07%new13F-HRTimeline
Edge Wealth Management LLC1,227$207K0.04%new13F-HRTimeline
PW Nova Financial Services LLC1,225$207K0.08%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,226$207K0.01%new13F-HRTimeline
Bragg Financial Advisors, Inc1,215$205K0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC1,213$205K0.01%new13F-HRTimeline
Selective Wealth Management, Inc.1,200$205K0.06%new13F-HRTimeline
TCP Asset Management, LLC1,205$203K0.03%new13F-HRTimeline
SYON CAPITAL LLC1,203$203K0.01%new13F-HRTimeline
Portland Global Advisors LLC1,200$203K0.02%new13F-HRTimeline
J.Safra Asset Management Corp1,200$203K0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,200$203K0.1%013F-HRTimeline
ASL Financial, LLC1,200$203K0.16%13F-HRTimeline
UNION SAVINGS BANK1,200$203K0.09%13F-HRTimeline
Next Level Private LLC1,192$201K0.05%new13F-HRTimeline
Orca Wealth Management, LLC1,143$200K0.14%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,186$200K0.03%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,170$197K0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,166$197K<0.01%-7,40513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,142$193K0.08%013F-HRTimeline
Union Bancaire Privee, UBP SA1,150$189K<0.01%013F-HRTimeline
Family Manage LLC1,100$186K0.02%013F-HRTimeline
Bangor Savings Bank1,099$185K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,087$183K<0.01%+4113F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.1,064$180K0.07%new13F-HRTimeline
PITTENGER & ANDERSON INC1,050$177K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,028$175K0.01%+67813F-HRTimeline
Minot DeBlois Advisors LLC1,025$173K0.16%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC978$171K0.12%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC975$165K0.01%013F-HRTimeline
Quaker Wealth Management, LLC970$164K0.05%+113F-HRTimeline
Portfolio Resources Advisor Group, Inc.967$163K0.16%13F-HRTimeline
Blue Trust, Inc.964$163K<0.01%+2913F-HRTimeline
CDKV HOLDINGS LLC926$156K0.13%13F-HRTimeline
Register Financial Advisors LLC920$155K0.06%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC889$150K<0.01%+66413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC875$148K<0.01%+3913F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC840$142K0.08%new13F-HRTimeline
WOLFF WIESE MAGANA LLC832$140K0.08%+16013F-HRTimeline
Smithfield Trust Co800$136K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC800$135K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC775$131K0.05%013F-HRTimeline
Clearstead Advisors, LLC764$129K<0.01%-213F-HRTimeline
Golden State Wealth Management, LLC763$129K0.01%+513F-HRTimeline
NVWM, LLC760$128K0.03%013F-HRTimeline
AdvisorNet Financial, Inc756$128K0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…740$125K<0.01%+4313F-HRTimelineGroup
LOM Asset Management Ltd740$125K0.04%-4013F-HRTimeline
Reyes Financial Architecture, Inc.730$123K0.08%013F-HRTimeline
Financial Perspectives, Inc700$118K0.03%-4213F-HRTimeline
Parallel Advisors, LLC684$116K<0.01%-15013F-HRTimeline
Strive Financial Group ,LLC679$115K0.06%13F-HR/ATimeline
Finley Financial, LLC675$114K0.05%013F-HRTimeline
Winch Advisory Services, LLC671$113K0.03%-1713F-HRTimeline
Cape Investment Advisory, Inc.671$113K0.03%+59513F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC655$111K0.11%13F-HRTimeline
Wilmington Savings Fund Society, FSB628$106K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.613$103K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.609$103K0.03%013F-HRTimeline
MCF Advisors LLC600$101K0.01%013F-HRTimeline
McMillan Office, Inc.600$101K0.01%13F-HRTimeline
Rossmore Private Capital599$101K0.01%013F-HRTimeline
Global Trust Asset Management, LLC590$99.6K0.04%new13F-HRTimeline
BARRETT & COMPANY, INC.566$95.5K0.03%013F-HRTimeline
Plante Moran Financial Advisors, LLC563$95K0.01%+3413F-HRTimeline
HOWE & RUSLING INC562$94.8K0.01%new13F-HRTimeline
United Financial Planning Group LLC558$94.2K0.06%new13F-HRTimeline
Garner Asset Management Corp556$93.8K0.04%new13F-HRTimeline
HighMark Wealth Management LLC547$92.4K0.04%013F-HRTimeline
Pacific Center for Financial Services622$89.8K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.531$89.6K0.04%+10613F-HRTimeline
Westfuller Advisors, LLC527$89K0.04%013F-HRTimeline
WELLINGTON-ALTUS USA INC.510$86.1K0.06%13F-HRTimeline
Medallion Wealth Advisors, LLC510$86.1K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.505$85.2K0.01%new13F-HRTimeline
Ransom Advisory, Ltd499$84.2K0.03%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB484$81.7K<0.01%013F-HRTimeline
Asset Dedication, LLC475$80.2K0.01%+313F-HRTimeline
Activest Wealth Management474$80K0.01%013F-HRTimeline
Arax Advisory Partners468$79K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.462$78K<0.01%-18613F-HRTimeline
SOA Wealth Advisors, LLC.454$76.6K0.01%013F-HRTimeline
BAYBAN432$72.9K0.06%13F-HRTimeline
SageView Advisory Group, LLC426$71.9K<0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC422$71.2K0.04%+6013F-HRTimeline
Comprehensive Financial Planning, Inc./…418$70.7K0.05%-113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$67.5K0.03%013F-HRTimeline
Ramirez Asset Management, Inc.400$67.5K0.01%new13F-HRTimeline
SIGNATUREFD, LLC391$66K<0.01%+2613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd385$65K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…384$64.8K0.01%13F-HRTimeline
Archer Investment Corp379$63.9K0.01%+113F-HRTimeline
Estate Planners Group, LLC349$58.9K0.03%13F-HRTimeline
Hurley Capital, LLC341$57.5K0.03%013F-HRTimeline
Addison Advisors LLC340$57.4K0.01%013F-HRTimeline
GAMMA Investing LLC338$57.1K<0.01%013F-HRTimeline
Bollard Group LLC334$56K<0.01%013F-HRTimeline
Solstein Capital, LLC330$55.7K0.02%013F-HRTimeline
Crews Bank & Trust330$55.7K0.01%013F-HRTimeline
Modus Advisors, LLC313$52.8K0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.309$52K<0.01%+29713F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…300$51K<0.01%013F-HRTimelineGroup
Security National Bank300$50.6K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.291$49.1K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC290$48.9K0.01%-1013F-HRTimeline
Trifecta Capital Advisors, LLC275$46.4K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC272$45.9K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.272$45.9K0.04%13F-HRTimeline
Parkside Financial Bank & Trust266$44.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC262$44.1K<0.01%013F-HRTimeline