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Disclosery

IBB ISHARES TR

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ISHARES BIOTECH (fund)

Filings received so far for Q3 2026: 45 13F filers report a position in IBB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Apella Capital, LLC57,210$11.6M0.15%-32013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP43,129$9.08M0.91%+86813F-HRTimeline
NEVILLE RODIE & SHAW INC42,235$8.89M0.6%+23313F-HRTimeline
Monument Capital Management28,887$6.08M1.27%new13F-HRTimeline
Cadent Capital Advisors, LLC20,676$4.35M0.93%new13F-HRTimeline
Farther Finance Advisors, LLC10,666$2.25M0.02%-2,48113F-HRTimeline
Acropolis Investment Management, LLC8,157$1.72M0.07%-3013F-HRTimeline
Shulman DeMeo Asset Management LLC7,182$1.49M0.3%-2013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO6,240$1.31M0.01%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,948$1.25M0.01%-6513F-HRTimeline
Kessler Investment Group, LLC4,636$976K0.47%-91013F-HRTimeline
DECISION INVESTMENTS, INC4,518$951K0.88%-1513F-HRTimeline
Wedmont Private Capital3,851$772K0.02%+32413F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,243$683K0.06%-4513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,933$617K0.04%-58113F-HRTimeline
Marotta Asset Management2,628$553K0.09%-2113F-HRTimeline
Gerald Baker Financial Group LLC2,346$494K0.14%-913F-HRTimeline
CoreCap Advisors, LLC2,277$479K0.01%+40313F-HRTimeline
CHAPIN DAVIS, INC.2,077$437K0.08%013F-HRTimeline
CX Institutional2,046$431K0.01%-3413F-HRTimeline
Dale Q Rice Investment Management Ltd1,975$416K0.23%-2813F-HRTimeline
Elm3 Financial Group, LLC1,949$410K0.27%+61913F-HRTimeline
Castle Rock Wealth Management, LLC1,910$388K0.07%+48013F-HRTimeline
Valeo Financial Advisors, LLC1,818$383K0.01%+17213F-HRTimeline
Green Ridge Wealth Planning LLC1,750$368K0.15%013F-HRTimeline
Byrne Asset Management LLC1,674$345K0.19%013F-HRTimeline
Bank of New Hampshire1,542$325K0.07%-22513F-HRTimeline
Kaydan Wealth Management, Inc.1,363$287K0.1%+5113F-HRTimeline
Bangor Savings Bank1,099$231K0.02%013F-HRTimeline
Whalen Wealth Management Inc.1,090$229K0.1%new13F-HRTimeline
Venture Visionary Partners LLC1,073$226K0.01%013F-HRTimeline
Prism Advisors, Inc.1,115$224K0.06%013F-HRTimeline
GAMMA Investing LLC667$140K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.500$105K<0.01%-10013F-HRTimeline
MassMutual Private Wealth & Trust, FSB484$102K<0.01%013F-HRTimeline
GK Wealth Management LLC447$94.1K0.05%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC209$44K<0.01%+2213F-HRTimeline
Rosenberg Matthew Hamilton162$34.1K0.01%013F-HRTimeline
Horrell Capital Management, Inc.65$13.7K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.55$11.6K<0.01%013F-HRTimeline
Trust Co50$10.5K<0.01%013F-HRTimeline
Polaris Financial Partners34$7K<0.01%13F-HRTimeline
EASTERN BANK32$6.74K<0.01%013F-HRTimeline
GoalVest Advisory LLC25$5.26K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division5$1.05K<0.01%013F-HRTimeline