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Disclosery

IBB ISHARES TR

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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
Princeton Global Asset Management LLC80$10.6K<0.01%-1013F-HRTimeline
Morton Brown Family Wealth, LLC79$10.4K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC77$10.2K<0.01%-613F-HRTimeline
SITTNER & NELSON, LLC77$10.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.77$10.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT75$9.92K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC75$9.92K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC75$9.92K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/75$9.92K<0.01%013F-HRTimelineGroup
ORG Partners LLC74$9.78K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.72$9.52K0.01%013F-HRTimeline
Salomon & Ludwin, LLC71$9.39K<0.01%-53913F-HRTimeline
Physician Wealth Advisors, Inc.70$9.21K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners74$9K<0.01%013F-HRTimeline
GW&K Investment Management, LLC65$9K<0.01%new13F-HRTimeline
Sachetta, LLC65$8.59K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.61$8.49K<0.01%13F-HRTimeline
Tradewinds Capital Management, LLC64$8.46K<0.01%new13F-HRTimeline
Turim 21 Investimentos Ltda.61$8.46K<0.01%new13F-HRTimeline
Breakwater Investment Management63$8.33K<0.01%013F-HR/ATimeline
HOWE & RUSLING INC60$7.93K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$7.93K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC60$7.93K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC59$7.77K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC54$7.12K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC53$7.04K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC50$7K<0.01%013F-HRTimeline
Transce3nd, LLC52$6.88K<0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.52$6.87K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$6.83K<0.01%013F-HRTimeline
MOTCO51$6.74K<0.01%013F-HRTimeline
LEE DANNER & BASS INC50$6.61K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC50$6.61K<0.01%013F-HRTimeline
Trust Co50$6.61K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…47$6.21K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC46$6.08K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC45$6.01K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC45$5.95K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.45$5.95K<0.01%13F-HRTimeline
Powell Investment Advisors, LLC40$5.29K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.40$5.29K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners39$5.16K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.35$4.63K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.32$4.29K<0.01%13F-HRTimeline
PSI Advisors, LLC31$4.1K<0.01%+1913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.30$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC30$3.97K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.27$3.57K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.26$3.44K<0.01%13F-HRTimeline
Lowe Wealth Advisors, LLC25$3.31K<0.01%013F-HRTimeline
Colony Family Offices, LLC23$3.04K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20$3K<0.01%+913F-HRTimelineGroup
Provident Wealth Management, LLC20$2.64K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC18$2.38K<0.01%-813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$2K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC15$1.98K<0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13$1.72K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC12$1.59K<0.01%013F-HRTimeline
Aviso Financial Inc.12$1.59K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC10$1.33K<0.01%013F-HRTimeline
Main Street Group, LTD11$1.32K<0.01%+113F-HRTimeline
Founders Capital Management6$805<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …6$793<0.01%+213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$793<0.01%-1,09413F-HRTimelineGroup
Central Pacific Bank - Trust Division5$661<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4$5790.05%-4,59713F-HRTimeline
Luminist Capital LLC4$529<0.01%13F-HRTimeline
Western Pacific Wealth Management, LP3$399<0.01%013F-HRTimeline
Rakuten Securities, Inc.2$264<0.01%-7413F-HRTimeline
Manchester Capital Management LLC1$133<0.01%013F-HRTimeline
Covestor Ltd0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.