Allworth Financial LP

Position in IBB — iShares Biotechnology ETF

CIK 1555170 FOLSOM, CA

Position in IBB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$875,634

+$70,389 QoQ

Shares Held

4,604

-3.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#143

of 294 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,634	4,604	-3.5%	Shares	Sole	2026-08-11
2026-03-31	$805,245	4,769	+5.9%	Shares	Sole	2026-05-15
2025-12-31	$760,140	4,504	-22.4%	Shares	Sole	2026-02-05
2025-09-30	$838,212	5,806	-4.2%	Shares	Sole	2025-12-02
2025-06-30	$766,903	6,062	+246.6%	Shares	Sole	2025-08-07
2025-03-31	$223,697	1,749	-16.4%	Shares	Sole	2025-04-30
2024-12-31	$276,714	2,093	+36.9%	Shares	Sole	2025-01-30
2024-09-30	$222,621	1,529	0.0%	Shares	Sole	2024-10-23
2024-06-30	$209,870	1,529	-4.7%	Shares	Sole	2024-07-24
2024-03-31	$220,099	1,604	-0.8%	Shares	Sole	2024-04-25
2023-12-31	$219,668	1,617	-11.5%	Shares	Sole	2024-01-24
2023-09-30	$223,423	1,827	-7.0%	Shares	Sole	2023-10-31
2023-06-30	$249,348	1,964	-2.8%	Shares	Sole	2023-07-18
2023-03-31	$260,902	2,020	-17.4%	Shares	Sole	2023-04-18
2022-12-31	$321,266	2,447	+62.5%	Shares	Sole	2023-01-13
2022-09-30	$176,141	1,506	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$177,621	1,510	-7.6%	Shares	Sole	2022-07-13
2022-03-31	$212,910	1,634	+35.9%	Shares	Sole	2022-04-22
2021-12-31	$183,449	1,202	0.0%	Shares	Sole	2022-01-21
2021-09-30	$194,339	1,202	+151.5%	Shares	Sole	2021-11-02
2021-06-30	$78,224	478	+11.7%	Shares	Sole	2021-08-02
2021-03-31	$64,439	428	0.0%	Shares	Sole	2021-04-29
2020-12-31	$64,837	428	+9.7%	Shares	Sole	2021-01-26
2020-09-30	$52,809	390	+0.5%	Shares	Sole	2020-11-03
2020-06-30	$53,035	388	+14.1%	Shares	Sole	2020-07-24
2020-03-31	$36,631	340	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.