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 976 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$1,486
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10
shares
|
$1,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
10
shares
|
$1,239
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9
shares
|
$1,115
0.0% of portfolio
|
Q1 2024
Reduced 74.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
6
shares
|
$743
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
6
shares
|
$743
0.0% of portfolio
|
Q3 2023
Reduced 98.04%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
5
shares
|
$619
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4
shares
|
$495
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4
shares
|
$495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
3
shares
|
$371
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3
shares
|
$371
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2
shares
|
$247
0.0% of portfolio
|
Q3 2022
Reduced 96.77%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1
shares
|
$123
0.0% of portfolio
|
Q2 2022
Reduced 83.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1
shares
|
$123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|