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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
HAGER INVESTMENT MANAGEMENT SERVICES, L…260$43.9K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp259$43.7K0.03%+713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/250$42.2K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.250$42.2K<0.01%013F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.250$42.2K<0.01%-25013F-HRTimeline
Harbor Asset Planning, Inc.248$41.8K0.04%+113F-HRTimeline
Bradley & Co. Private Wealth Management…245$41.3K0.02%013F-HRTimeline
Key Financial Inc244$41.2K0.01%013F-HRTimeline
High Note Wealth, LLC240$40.5K0.01%013F-HRTimeline
Woodside Wealth Management LLC240$40.5K0.03%013F-HRTimeline
SHP Wealth Management233$39.3K<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …230$38.8K0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC230$38.8K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC228$38.5K0.01%013F-HRTimeline
HM PAYSON & CO225$38K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…222$37.5K0.01%013F-HRTimeline
Cornerstone Planning Group LLC202$35.2K0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC208$35K0.03%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC207$34.9K<0.01%+18313F-HRTimelineGroup
Copia Wealth Management204$34.4K0.02%new13F-HRTimeline
Darwin Wealth Management, LLC200$33.8K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$33.8K0.09%013F-HRTimeline
Caitlin John, LLC200$33.8K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC197$33.2K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC193$32.6K0.01%+413F-HRTimeline
Mascoma Wealth Management LLC187$31.6K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC187$31.6K<0.01%013F-HRTimeline
TSFG, LLC182$31K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/181$31K0.02%013F-HRTimeline
Advanced Asset Management Advisors Inc180$30.4K0.01%013F-HRTimeline
Front Row Advisors LLC180$30.4K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC175$29.5K<0.01%-5013F-HRTimeline
Rosenberg Matthew Hamilton162$27.3K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC159$26.8K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…150$26.5K<0.01%013F-HRTimeline
TRUST CO OF VERMONT155$26.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC153$25.8K0.01%013F-HRTimeline
Basepoint Wealth LLC151$25.6K0.02%new13F-HRTimeline
CVA Family Office, LLC150$25.3K<0.01%013F-HRTimeline
High Point Wealth Management, LLC139$23.5K0.02%13F-HRTimeline
Providence Capital Advisors, LLC135$22.8K<0.01%013F-HRTimeline
eCIO, Inc.128$21.6K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp128$21.6K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc122$20.6K0.01%013F-HRTimeline
JDM Financial Group LLC121$20.4K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC121$20.4K<0.01%-7513F-HRTimeline
Aberdeen Wealth Management LLC120$20.3K0.01%013F-HRTimeline
WPG Advisers, LLC117$19.7K0.01%013F-HRTimeline
West Branch Capital LLC114$19.2K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC114$19.2K<0.01%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN112$18.9K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\110$18.6K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC106$17.9K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…106$17.9K<0.01%013F-HRTimelineGroup
Bravera Wealth105$17.7K0.01%13F-HRTimeline
Financial Freedom, LLC101$17K0.01%013F-HRTimeline
Vision Retirement, LLC100$16.9K<0.01%13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.96$16.2K0.01%+9313F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC93$15.7K<0.01%013F-HRTimeline
CURIO WEALTH, LLC87$15.1K0.01%new13F-HRTimeline
Lodestone Wealth Management LLC87$14.7K0.01%new13F-HRTimeline
Independence Bank of Kentucky85$14.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC84$14.2K0.01%-1813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.81$14K<0.01%+3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Winthrop Capital Management, LLC81$14K<0.01%-5413F-HRTimeline
Princeton Global Asset Management LLC80$13.5K<0.01%-30013F-HRTimeline
SITTNER & NELSON, LLC77$13.5K<0.01%013F-HRTimeline
WealthCollab, LLC79$13.3K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC79$13.3K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.75$12.7K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC75$12.7K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/75$12.7K0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners74$12K<0.01%013F-HRTimeline
Creative Capital Management Investments…68$11.5K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC68$11.5K0.01%13F-HRTimeline
Physician Wealth Advisors, Inc.67$11.3K<0.01%+1013F-HRTimeline
DUNCKER STREETT & CO INC63$10.6K<0.01%013F-HRTimeline
Breakwater Investment Management63$10.6K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC60$10.1K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$10.1K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV57$10K<0.01%013F-HRTimeline
Abound Wealth Management59$9.96K<0.01%+3213F-HRTimeline
MidFirst Bank59$9.96K<0.01%13F-HRTimeline
United Community Bankin group United Community Bank58$9.79K<0.01%new13F-HRTimelineGroup
Pioneer Family Office, LLC55$9.29K0.01%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.55$9.28K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC53$9K<0.01%-32113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC52$8.78K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV52$8.74K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC50$8.44K<0.01%013F-HRTimeline
Trust Co50$8.44K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…47$7.93K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC46$7.79K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc45$7.63K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC45$7.59K<0.01%013F-HRTimeline
WealthShield Partners, LLC43$7.26K<0.01%013F-HRTimeline
MOTCO42$7.09K<0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.45$7K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.41$6.92K<0.01%new13F-HRTimeline
Powell Investment Advisors, LLC40$6.75K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.40$6.75K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.40$6.7K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners39$6.58K<0.01%013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…39$6.58K0.01%13F-HRTimeline
LM Advisors LLC1,109$6.57K0.13%-5,46013F-HRTimeline
CARDIFF PARK ADVISORS, LLC37$6.26K<0.01%-10013F-HRTimeline
Navalign, LLC37$6.21K<0.01%new13F-HRTimeline
Rossby Financial, LCC36$6.08K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC35$5.91K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC35$5.91K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.35$5.91K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC34$5.74K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.33$5.5K<0.01%013F-HRTimeline
EASTERN BANK32$5.4K<0.01%-1613F-HRTimeline
Acumen Wealth Advisors, LLC30$5.06K<0.01%13F-HRTimeline
Richard W. Paul & Associates, LLC28$4.73K<0.01%-7,42913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.27$4.56K<0.01%013F-HRTimeline
GoalVest Advisory LLC25$4.22K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.25$4.22K<0.01%013F-HRTimeline
Root Financial Partners, LLC23$3.88K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…22$3.71K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.20$3.38K<0.01%-2013F-HRTimeline
DV Trading LLC20$3.38K<0.01%13F-HRTimeline
Signature Equity Partners, LLC20$3.38K<0.01%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST19$3.21K<0.01%-2013F-HRTimeline
Nemes Rush Group LLC18$3.04K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV20$3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC15$2.53K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…15$2.53K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.14$2.36K<0.01%013F-HRTimeline
BIRCHBROOK, INC.12$2.03K<0.01%new13F-HRTimeline
Aviso Financial Inc.12$2.02K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9$2K<0.01%013F-HR/ATimelineGroup
WFA of San Diego, LLC11$1.86K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…10$1.69K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…9$1.52K<0.01%-813F-HRTimelineGroup
MASECO LLP8$1.35K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8$1.35K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.7$1.18K<0.01%new13F-HRTimeline
Founders Capital Management6$1.03K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.6$1.01K<0.01%new13F-HRTimeline
Covestor Ltd4$1K<0.01%013F-HRTimeline
Quattro Advisors LLC5$858<0.01%13F-HRTimeline
Elevated Capital Advisors, LLC4$675<0.01%new13F-HRTimeline
Luminist Capital LLC4$675<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP3$510<0.01%013F-HRTimeline
Morse Asset Management, Inc2$338<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1$169<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.1$169<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC0$15<0.01%-1513F-HRTimelineAmount filed as zero, left out of ratios.
Camelot Portfolios, LLC0$4<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.