# ISHARES TR (IBB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBB/

- Reporting holders: 42
- Reported value: $49.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $11.6M | 57,210 | 0.1% | 4 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $9.1M | 43,129 | 0.9% | 32 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $6.1M | 28,887 | 1.3% | 1 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $4.4M | 20,676 | 0.9% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.2M | 10,666 | 0.0% | 16 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.7M | 8,157 | 0.1% | 32 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $1.5M | 7,182 | 0.3% | 21 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $1.3M | 6,240 | 0.0% | 1 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.3M | 5,948 | 0.0% | 32 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $976.0K | 4,636 | 0.5% | 4 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $951.2K | 4,518 | 0.9% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $772.0K | 3,851 | 0.0% | 4 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $682.7K | 3,243 | 0.1% | 32 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $617.4K | 2,933 | 0.0% | 4 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $553.3K | 2,628 | 0.1% | 27 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $493.8K | 2,346 | 0.1% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $479.4K | 2,277 | 0.0% | 9 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $437.3K | 2,077 | 0.1% | 11 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $415.8K | 1,975 | 0.2% | 8 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $410.3K | 1,949 | 0.3% | 2 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $387.9K | 1,910 | 0.1% | 5 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $382.8K | 1,818 | 0.0% | 5 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $368.4K | 1,750 | 0.1% | 4 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $344.8K | 1,674 | 0.2% | 20 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $324.6K | 1,542 | 0.1% | 22 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 42 | $49.5M |
| Q2 2026 | 969 | $8.4B |
| Q1 2026 | 923 | $7.5B |
| Q4 2025 | 968 | $7.5B |
| Q3 2025 | 810 | $5.3B |
| Q2 2025 | 802 | $4.4B |
| Q1 2025 | 843 | $4.9B |
| Q4 2024 | 883 | $5.9B |
| Q3 2024 | 906 | $6.5B |
| Q2 2024 | 907 | $7.2B |
| Q1 2024 | 904 | $7.6B |
| Q4 2023 | 879 | $7.3B |