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Disclosery

IBB ISHARES TR

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ISHARES BIOTECH (fund)

946 managers (956 13F filers) reported a position in IBB shares at 2026-06-30, 40,014,844 shares in all. 103 filers opened a position and 72 filers sold out during the quarter.

Managers
946
13F filers
956
New
103
Added
247
Reduced
316
Sold out
72
Shares held by filers
40,014,844

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
Trifecta Capital Advisors, LLC300$57.1K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC296$56.3K0.01%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.291$55.3K0.01%013F-HRTimeline
Hurley Capital, LLC290$55.2K0.03%-5113F-HRTimeline
N.E.W. Advisory Services LLC272$51.7K<0.01%013F-HRTimeline
HM PAYSON & CO265$50.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC262$49.8K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…260$49.4K0.02%013F-HRTimeline
Raleigh Capital Management Inc.257$48.9K0.02%-5,79013F-HRTimeline
High Note Wealth, LLC257$48.9K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$47.5K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.250$47.5K0.01%-10013F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC250$47.5K0.01%-4013F-HRTimeline
Harbor Asset Planning, Inc.248$47.2K0.04%013F-HRTimeline
SHP Wealth Management246$46.8K<0.01%+1313F-HRTimeline
Bradley & Co. Private Wealth Management…245$46.6K0.02%013F-HRTimeline
Key Financial Inc244$46.4K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC237$45.1K<0.01%+3013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …231$43.9K0.01%13F-HRTimelineGroup
TRUST CO OF VERMONT230$43.7K<0.01%13F-HRTimeline
VSM Wealth Advisory, LLC228$43.4K0.01%013F-HRTimeline
Cornerstone Planning Group LLC225$42.1K0.01%+1913F-HRTimeline
Murphy & Mullick Capital Management Corp221$42K0.03%-4413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC205$39K0.01%013F-HRTimeline
Copia Wealth Management204$38.8K0.02%013F-HRTimeline
Darwin Wealth Management, LLC200$38.1K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$38K0.09%013F-HRTimeline
Strengthening Families & Communities, L…193$36.7K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC189$35.9K0.01%013F-HRTimeline
Mascoma Wealth Management LLC187$35.6K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC187$35.6K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC208$35K0.03%013F-HRTimeline
TSFG, LLC182$35K<0.01%013F-HRTimeline
Family Manage LLC184$35K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc180$34.2K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/181$34K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC175$33.3K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton162$30.8K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC159$30.2K0.01%013F-HRTimeline
Dunhill Financial, LLC153$29.1K0.01%013F-HRTimeline
Basepoint Wealth LLC152$28.8K0.02%013F-HRTimeline
CVA Family Office, LLC150$28.5K<0.01%013F-HRTimeline
Addison Advisors LLC150$28.5K0.01%-19013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…145$27.6K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC140$26.6K0.01%-70013F-HRTimeline
Godfrey Financial Associates, Inc.140$26.6K0.02%-13213F-HRTimeline
Providence Capital Advisors, LLC135$25.7K<0.01%013F-HRTimeline
Main Street Group, LTD130$24.7K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.125$23.8K<0.01%-12513F-HRTimelineGroup
JDM Financial Group LLC121$23K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA150$23K<0.01%-1,00013F-HRTimeline
WPG Advisers, LLC117$22.3K0.01%013F-HRTimeline
West Branch Capital LLC114$21.7K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\110$20.9K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC106$20.2K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding106$20.2K-127Timeline
Synergy Investment Management, LLC106$20.1K<0.01%013F-HRTimeline
Bravera Wealth105$20K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC114$19.2K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST100$19K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$19K<0.01%-30013F-HRTimeline
Vision Retirement, LLC100$19K<0.01%013F-HRTimeline
Rossby Financial, LCC97$18.4K<0.01%-54013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC93$17.7K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.90$17.1K0.01%+6313F-HRTimeline
ABOUND FINANCIAL, LLC87$16.5K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp82$15.6K<0.01%-4613F-HRTimelineGroup
SITTNER & NELSON, LLC80$15.2K<0.01%+313F-HRTimeline
Princeton Global Asset Management LLC80$15.2K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC79$15K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC81$15K<0.01%013F-HRTimeline
WealthCollab, LLC78$14.8K0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.75$14.3K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC75$14.3K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/75$14.3K<0.01%013F-HRTimelineGroup
High Point Wealth Management, LLC75$14.3K0.01%013F-HRTimeline
Coston, McIsaac & Partners74$14K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.72$13.7K<0.01%+213F-HRTimeline
Creative Capital Management Investments…68$12.9K<0.01%013F-HRTimeline
Kroeger Financial Partners68$12.9K0.01%13F-HRTimeline
Horrell Capital Management, Inc.65$12.4K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC63$12K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc63$12K<0.01%-5913F-HRTimeline
Breakwater Investment Management63$12K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC62$11.8K<0.01%-2513F-HRTimeline
Rialto Wealth Management, LLC60$11.4K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$11.4K<0.01%013F-HRTimeline
Montgomery Financial Services LLC57$10.8K0.01%13F-HRTimeline
Pioneer Family Office, LLC55$10.5K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.55$10.5K<0.01%013F-HR/ATimeline
FWL INVESTMENT MANAGEMENT, LLC52$9.89K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$9.86K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC50$9.51K<0.01%013F-HRTimeline
Trust Co50$9.51K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…50$9.51K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC49$9.3K<0.01%013F-HRTimeline
MTM Investment Management, LLC46$8.78K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC45$8.56K<0.01%013F-HRTimeline
Independence Bank of Kentucky45$8.56K<0.01%-4013F-HRTimeline
Napier Financial, LLC45$8.56K<0.01%013F-HRTimeline
MOTCO42$7.99K<0.01%013F-HRTimeline
Highland Investment Advisors LLC40$7.66K<0.01%13F-HRTimeline
Powell Investment Advisors, LLC40$7.61K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.40$7.61K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners39$7.42K<0.01%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC37$7.06K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC37$7.05K<0.01%+3713F-HRTimeline
BLUELINE ADVISORS LLC46$7K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC35$6.66K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.35$6.66K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC34$6.47K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC34$6.47K<0.01%-3413F-HRTimeline
IMG Wealth Management, Inc.33$6.2K<0.01%013F-HRTimeline
EASTERN BANK32$6.09K<0.01%-1113F-HRTimeline
Signature Resources Capital Management,…32$6.09K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC30$5.71K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC28$5.33K<0.01%013F-HRTimeline
Avion Wealth31$5K<0.01%013F-HRTimeline
GoalVest Advisory LLC25$4.75K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.24$4.57K<0.01%-113F-HRTimeline
AMERIFLEX GROUP, INC.20$3.81K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC20$3.8K<0.01%-10013F-HRTimeline
Allied Private Wealth LLC16$3.14K<0.01%13F-HRTimeline
Stone House Investment Management, LLC16$3.04K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$3K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.15$2.9K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC15$2.85K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…15$2.85K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.14$2.66K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC13$2.5K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.10$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LifeSteps Financial, Inc.10$1.9K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…10$1.9K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8$1.52K<0.01%013F-HRTimeline
Signature Equity Partners, LLC7$1.33K<0.01%new13F-HRTimeline
Founders Capital Management6$1.16K<0.01%013F-HRTimeline
Covestor Ltd4$1K<0.01%+113F-HRTimeline
Central Pacific Bank - Trust Division5$951<0.01%-14,82513F-HRTimeline
Elevated Capital Advisors, LLC4$761<0.01%013F-HRTimeline
TOP Private Wealth LLC.4$761<0.01%13F-HRTimeline
Meramec Financial Planners, LLC4$754<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP3$575<0.01%013F-HRTimeline
Mechanics Financial Corp3$571<0.01%new13F-HRTimeline
Nemes Rush Group LLC2$381<0.01%013F-HRTimeline
Morse Asset Management, Inc2$380<0.01%013F-HRTimeline
Gen-Wealth Partners Inc0$46<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.