Public ownership evidence

iShares Biotechnology ETF (IBB) Ownership Disclosures

Read IBB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Biotechnology ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
5,218
Value (USD)
$667,359
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-295,218$667,359None
Deeter Investments LLP2025-12-312026-08-2912,000$2,025,240None
Corient Private Wealth LP2026-06-302026-08-2856,763$10,796,186None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2893$17,688None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2893$15,703None
Legacy Edge Advisors, LLC2025-09-302026-08-274,885$705,210None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-271,266$213,764None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-271,266$213,663None
Dakota Wealth Management2025-09-302026-08-273,173$458,087None
Dakota Wealth Management2025-12-312026-08-273,412$575,844None
Dakota Wealth Management2026-03-312026-08-2710,342$1,746,247None
Rehmann Capital Advisory Group2026-06-302026-08-211,693$322,028None
Kingsview Wealth Management, LLC2026-06-302026-08-203,833$728,916None
Archer Investment Corp2026-06-302026-08-20379$72,116None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2013,660$2,598,077None
Beacon Pointe Advisors, LLC2026-06-302026-08-1963,297$12,038,493None
Copia Wealth Management2026-06-302026-08-19204$38,799None
JDM Financial Group LLC2026-06-302026-08-19121$23,031None
RB Capital Management, LLC2026-06-302026-08-192,473$470,412None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19978$186,000None
Legacy Edge Advisors, LLC2025-06-302026-08-183,977$503,097None
Legacy Edge Advisors, LLC2025-03-312026-08-183,930$502,647None
Legacy Edge Advisors, LLC2024-09-302026-08-183,305$481,208None
Legacy Edge Advisors, LLC2024-06-302026-08-182,401$329,561None
Legacy Edge Advisors, LLC2024-03-312026-08-182,427$333,033None
Legacy Edge Advisors, LLC2024-12-312026-08-183,422$450,575None
Legacy Edge Advisors, LLC2023-12-312026-08-181,569$213,149None
Maxele Advisors, LLC2026-06-302026-08-184,755$904,353None
Strive Financial Group ,LLC2026-06-302026-08-18587$111,642None
Coastal Bridge Advisors, LLC2026-06-302026-08-1820,007$3,805,105None
Corient Private Wealth LP2026-06-302026-08-1856,629$10,770,613None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1816,928$3,218,287None
Equitable Holdings, Inc.2026-06-302026-08-1831,528$5,996,315None
DEARBORN PARTNERS LLC2026-06-302026-08-185,162$981,677None
Jefferies Financial Group Inc.2026-06-302026-08-18302,306$57,495,733None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18944$180,000None
STONEBRIDGE CAPITAL MANAGEMENT INC2026-06-302026-08-184,455$847,296None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-158,368$1,591,507None
EFG International AG2026-06-302026-08-152,742$521,817None
EFG International AG2026-06-302026-08-15749$142,452None
EFG International AG2026-06-302026-08-15887$168,745None
AMERIFLEX GROUP, INC.2026-06-302026-08-1520$3,814None
Lighthouse Financial LLC2026-06-302026-08-159,470$1,801,099None
10Elms LLP2026-06-302026-08-152,025$385,135None
Synergy Investment Management, LLC2026-06-302026-08-15106$20,141None
Carbahal Olsen Financial Services Group, LLC2026-06-302026-08-152,989$568,621None
SummitTX Capital, L.P.2026-06-302026-08-15340$64,665None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15221$42,032None
Glen Eagle Advisors, LLC2026-06-302026-08-15360$68,420None
Federation des caisses Desjardins du Quebec2026-06-302026-08-154,426$841,294None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Deeter Investments LLP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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