Williams Jones Wealth Management, LLC.
Position in IBB — iShares Biotechnology ETF
CIK 1788587
New York, NY
Position in IBB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,946,390
-$47,814 QoQ
Shares Held
35,217
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,946,390 | 35,217 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,994,204 | 35,517 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,195,154 | 35,985 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,071,153 | 40,085 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,513,513 | 43,108 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,267,018 | 47,402 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,982,665 | 54,826 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,959,158 | 57,986 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,127,403 | 59,229 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,550,526 | 70,302 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,144,864 | 99,312 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,639,312 | 107,430 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,030,779 | 108,631 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,975,820 | 106,450 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,540,100 | 107,217 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,604,289 | 107,152 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,088,036 | 108,120 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,369,258 | 107,255 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,265,807 | 106,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,501,549 | 106,945 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,847,795 | 105,259 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,729,055 | 103,829 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $13,680,066 | 101,027 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,730,783 | 100,452 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,840,152 | 100,614 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||