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 972 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
27
shares
|
$3,494
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
26
shares
|
$3,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$3,236
0.0% of portfolio
|
Q1 2022
Reduced 54.55%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
25
shares
|
$3,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
25
shares
|
$3,236
0.0% of portfolio
|
Q4 2023
Reduced 30.56%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
22
shares
|
$2,847
0.0% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
20
shares
|
$2,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
20
shares
|
$2,588
0.0% of portfolio
|
Q4 2024
Added 81.82%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
20
shares
|
$2,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
19
shares
|
$2,459
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
18
shares
|
$2,329
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
17
shares
|
$2,200
0.0% of portfolio
|
Q1 2025
Reduced 67.31%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
17
shares
|
$2,200
0.0% of portfolio
|
Q2 2023
Added 54.55%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
16
shares
|
$2,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
15
shares
|
$1,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
15
shares
|
$1,941
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
15
shares
|
$1,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
12
shares
|
$1,553
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12
shares
|
$1,553
0.0% of portfolio
|
Q1 2025
Reduced 61.29%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$1,553
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10
shares
|
$1,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
10
shares
|
$1,294
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$1,164
0.0% of portfolio
|
Q1 2024
Reduced 74.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
6
shares
|
$776
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
6
shares
|
$776
0.0% of portfolio
|
Q3 2023
Reduced 98.04%
|