Institutional Ownership Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB). We have compiled data on the 1,009 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,261
shares
|
$311,927
0.01% of portfolio
|
Q3 2022
Reduced 12.94%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,260
shares
|
$311,789
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,255
shares
|
$311,099
0.01% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,246
shares
|
$309,858
0.0% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,238
shares
|
$308,754
0.11% of portfolio
|
Q3 2023
Added 8.75%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,218
shares
|
$305,995
0.06% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
2,214
shares
|
$305,443
0.02% of portfolio
|
Q3 2024
Reduced 23.89%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,196
shares
|
$302,960
0.18% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,188
shares
|
$301,856
0.05% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,175
shares
|
$300,063
0.0% of portfolio
|
Q3 2024
Added 39.42%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
2,168
shares
|
$299,097
0.14% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,153
shares
|
$297,027
0.01% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,140
shares
|
$295,234
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,134
shares
|
$294,406
0.0% of portfolio
|
Q3 2024
Reduced 19.86%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
2,127
shares
|
$293,440
0.07% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
2,122
shares
|
$292,751
0.07% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
2,121
shares
|
$292,613
0.02% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
2,119
shares
|
$292,337
0.02% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,110
shares
|
$291,095
0.04% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
2,107
shares
|
$290,681
0.0% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
2,093
shares
|
$288,750
0.2% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,086
shares
|
$287,784
0.01% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,083
shares
|
$287,370
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,076
shares
|
$286,404
0.04% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$284,473
0.14% of portfolio
|
Q3 2024
Added 0.15%
|