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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,464 managers (1,479 13F filers) reported a position in IBIT shares at 2026-06-30, 346,070,720 shares in all. 113 filers opened a position and 195 filers sold out during the quarter.

Managers
1,464
13F filers
1,479
New
113
Added
583
Reduced
472
Sold out
195
Shares held by filers
346,070,720

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Alamea Verwaltungs GmbH144,892$4.82M3.85%013F-HRTimeline
Aristides Capital LLC142,822$4.75M1.22%-120,36413F-HRTimeline
Yarbrough Capital, LLC142,284$4.74M0.14%013F-HRTimeline
Truvestments Capital LLC142,151$4.73M0.7%+3,05113F-HRTimeline
Pettinga Financial Advisors LLC140,187$4.67M0.75%+8,41013F-HRTimeline
Signal Advisors Wealth, LLC138,705$4.62M0.24%-8,37513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP135,123$4.5M0.06%+35,96113F-HRTimeline
Quantinno Capital Management LP134,789$4.49M0.01%+72,42313F-HRTimeline
AE Wealth Management LLC129,877$4.32M0.02%+4,32613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.129,615$4.31M0.03%new13F-HRTimelineGroup
Bellecapital International Ltd.128,714$4.28M0.69%+4,47313F-HRTimeline
AKUNA SECURITIES LLC126,689$4.22M4.6%+85,68713F-HRTimeline
Spartan Wealth Advisory Services LLC135,429$4.16M0.34%+3,24713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…124,829$4.16M<0.01%-105,05913F-HRTimelineGroup
Better Way Financial, LLC124,545$4.15M3.51%13F-HRTimeline
Rakuten Group, Inc.in group Rakuten Group, Inc.124,495$4.14M0.3%+14,57713F-HRTimelineGroup
Palumbo Wealth Management LLC124,405$4.14M0.87%-1,66313F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…123,925$4.13M0.47%-107,59013F-HRTimelineGroup
Secure Asset Management, LLC122,957$4.09M0.58%+8,61913F-HRTimeline
K2 PRINCIPAL FUND, L.P.122,542$4.08M0.37%-11,28013F-HRTimeline
Arkadios Wealth Advisors121,479$4.04M0.06%-1,27213F-HRTimeline
Turim 21 Investimentos Ltda.121,192$4.03M0.66%013F-HRTimeline
AlphaStar Capital Management, LLC121,051$4.03M0.26%+32,96013F-HRTimeline
WESBANCO BANK INC120,868$4.02M0.1%+55113F-HRTimeline
MGO ONE SEVEN LLC120,055$4M0.07%+3,59313F-HRTimeline
MILLBANK DARTMOOR PORTSMOUTH LLC120,000$3.99M2.27%+1,80013F-HRTimeline
New Capital Management LP119,587$3.98M0.91%-2,13613F-HRTimeline
EPIQ PARTNERS, LLC119,164$3.97M1.68%+11,07313F-HRTimeline
Avestar Capital, LLC118,841$3.96M0.23%+90113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC118,434$3.94M1.41%-14,70613F-HRTimeline
&PARTNERS118,105$3.93M0.02%+62,12513F-HRTimeline
Cavalier Investments, LLC117,232$3.9M1.44%+101,04213F-HRTimeline
Cercano Management LLC117,140$3.9M0.52%013F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC115,802$3.86M0.01%+12,14113F-HRTimelineGroup
Larson Financial Group LLC114,699$3.82M0.1%+74,81813F-HRTimeline
EFG International AGin group EFG International AG114,048$3.8M0.07%-4,13013F-HRTimelineGroup
Dynamic Advisor Solutions LLC113,748$3.79M0.11%-18,24913F-HRTimeline
LAKEWOOD CAPITAL MANAGEMENT, LPin group LAKEWOOD CAPITAL MANAGEMENT, …113,510$3.78M0.2%-183,00013F-HRTimelineGroup
Headlands Technologies LLC113,339$3.77M0.4%+92,72013F-HRTimeline
Benson Wealth Management INC112,335$3.74M3.76%-2,77913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD111,670$3.72M0.03%+28,35413F-HRTimelineGroup
Financial Enhancement Group LLC111,245$3.7M0.44%+3,85813F-HRTimeline
VestGen Advisors, LLC108,852$3.62M0.11%-40,13113F-HRTimeline
Alliance Wealth Advisors, LLC /UT108,601$3.62M0.68%+47,48913F-HRTimeline
Foundation Wealth Management, LLC108,535$3.61M2.14%+11,41713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP108,375$3.61M<0.01%-18,83713F-HRTimelineGroup
AFFINITY WEALTH LLC108,123$3.6M1.93%+18,83613F-HRTimeline
Requisite Capital Management, LLC106,480$3.54M0.59%-10,79013F-HRTimeline
Clearstead Advisors, LLC106,173$3.53M0.03%-12,42013F-HRTimeline
San Luis Wealth Advisors LLC105,692$3.52M0.53%+45,85913F-HRTimeline
Financial Sense Advisors, Inc.105,485$3.51M0.69%+15,37713F-HRTimeline
Concentrum Wealth Management105,331$3.51M0.84%-14,64013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding94,476$3.47M+39,470Timeline
KINGSWOOD WEALTH ADVISORS, LLC104,150$3.47M0.14%-47,10213F-HRTimeline
Capital Wealth Alliance, LLC103,881$3.46M1.61%+7,14313F-HRTimeline
Aprio Wealth Management, LLC103,602$3.45M0.17%+95213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…103,456$3.44M0.03%+9,14013F-HRTimelineGroup
Ausdal Financial Partners, Inc.103,050$3.43M0.13%+35,21913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC101,356$3.37M0.75%+23,32213F-HRTimeline
Bull Oak Capital, LLC100,750$3.35M1.12%+20,96713F-HRTimeline
NTV Asset Management LLC100,141$3.33M0.33%+3,87513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100,108$3.33M0.11%+17,37613F-HRTimelineGroup
Steward Partners Investment Advisory, L…98,440$3.28M0.02%-48,77813F-HRTimeline
Kachkovsky & Fisher, Inc.97,518$3.25M3.12%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…97,431$3.23M0.02%+3,56313F-HRTimelineGroup
Fiduciary Alliance LLC96,903$3.23M0.22%-205,93713F-HRTimeline
HB Wealth Management, LLC96,744$3.22M0.02%-1,13713F-HRTimeline
Sageworth Trust Co96,589$3.22M0.13%+13,17713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC96,563$3.21M<0.01%-10,16413F-HRTimelineGroup
LM Advisors LLC95,285$3.18M0.37%+91,83613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC94,782$3.16M0.04%+48,42913F-HRTimelineGroup
World Investment Advisors85,151$3.14M0.05%-3,19313F-HRTimeline
Round Rock Advisors LLC93,841$3.12M0.4%new13F-HRTimeline
Alpha Zero LLC85,018$3.09M1.17%+98313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC92,524$3.08M0.5%+4,39213F-HRTimeline
X-Square Capital, LLC92,310$3.07M0.78%-18513F-HRTimeline
Visionary Wealth Advisors92,176$3.07M0.12%-10,42213F-HRTimeline
Tactive Advisors, LLC90,948$3.03M0.75%+10,87713F-HRTimeline
IFP Advisors, Inc90,878$3.03M0.05%-2,65613F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC90,532$3.01M0.22%+3,94813F-HRTimeline
BBR PARTNERS, LLC88,683$2.95M0.14%+13,19413F-HRTimeline
Amtrust Financial Services, Inc.88,500$2.95M0.88%+27,70013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC88,316$2.94M0.02%+9,16113F-HRTimelineGroup
Rathbones Group PLC87,959$2.93M0.01%-44013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC87,696$2.92M0.02%-2,75013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC87,401$2.91M0.93%013F-HRTimeline
Lansing Street Advisors86,448$2.88M0.61%+48,47013F-HRTimeline
Dynasty Wealth Management, LLC86,215$2.87M0.02%-48,45113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp85,282$2.84M<0.01%+45,17913F-HRTimelineGroup
Vienna Asset Management LLC84,135$2.8M1.99%-20,06413F-HRTimeline
Valeo Financial Advisors, LLC83,505$2.78M0.06%-3,12513F-HRTimeline
Abacus Planning Group, Inc.83,475$2.78M0.34%-1,78213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC83,470$2.78M0.19%+4,46513F-HRTimeline
BRIDGER MANAGEMENT, LLC83,119$2.77M1.84%013F-HRTimeline
Perigon Wealth Management, LLC82,976$2.76M0.04%-46,83413F-HRTimeline
Apeiron RIA LLC82,881$2.76M0.71%+1,41213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC77,396$2.76M0.29%+10,67013F-HRTimeline
Finer Wealth Management, Inc.82,763$2.76M1.23%+11,38913F-HRTimeline
Atria Investments, Inc82,603$2.75M0.03%-4,13013F-HRTimeline
Banco BTG Pactual S.A.81,705$2.72M0.36%+64,65813F-HRTimeline
WIT, LLC80,970$2.7M0.04%013F-HRTimeline
Cobblestone Asset Management LLC80,762$2.69M1.12%+3,22313F-HRTimeline
CWA Asset Management Group, LLC80,419$2.68M0.08%-8,33413F-HRTimeline
Gainplan LLC79,748$2.65M1.05%+60,87713F-HRTimeline
IPG Investment Advisors LLC79,512$2.65M0.38%+4,94913F-HRTimeline
OneDigital Investment Advisors LLC79,200$2.64M0.02%+4,79213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,764$2.62M<0.01%+10,03013F-HRTimelineGroup
Audent Global Asset Management, LLC78,476$2.61M2.92%-3,69913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.76,644$2.61M0.11%+37,94313F-HRTimelineGroup
Polar Asset Management Partners Inc.77,801$2.59M0.05%-127,88113F-HRTimeline
Kapstone Financial Advisors LLC77,664$2.59M1.08%+17,25113F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.77,614$2.58M1.06%+6,14313F-HRTimeline
NavPoint Financial, Inc.77,204$2.57M0.95%+5,25813F-HRTimeline
Savant Capital, LLC74,183$2.56M0.01%+32,98213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC77,000$2.56M0.06%-45013F-HRTimeline
SYON CAPITAL LLC75,265$2.51M0.11%+29,70513F-HRTimeline
Phraction Management LLC75,200$2.5M0.6%013F-HRTimeline
Garde Capital, Inc.75,113$2.5M0.11%-6,08013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…74,624$2.48M0.06%-4,81813F-HRTimelineGroup
Shade Tree Advisors LLC74,448$2.48M1.44%+64,52013F-HRTimeline
Ursa Fund Management, LLC74,400$2.48M0.41%+6,40013F-HRTimeline
Security National Bank74,276$2.47M0.3%new13F-HRTimeline
Chicago Partners Investment Group LLC67,445$2.47M0.05%+4,18113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.73,248$2.44M0.54%+3,27213F-HRTimeline
Transcendent Capital Group LLC73,163$2.44M0.95%+7,16013F-HRTimeline
Clare Market Investments LLC73,100$2.43M0.44%-12,66513F-HRTimeline
Sharkey, Howes & Javer72,376$2.41M0.29%+18,08913F-HRTimeline
Howard Capital Management, LLC71,288$2.37M0.03%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC70,761$2.36M0.92%+6,02713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…70,355$2.34M0.06%-4,34013F-HRTimeline
Bosman Wealth Management, LLC70,275$2.34M1.45%-20,87913F-HRTimeline
Family Manage LLC70,065$2.33M0.24%-45,07213F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.69,786$2.33M0.09%-1,89513F-HRTimelineGroup
Institute for Wealth Management, LLC.69,615$2.32M0.2%new13F-HRTimeline
MATAURO, LLC69,508$2.31M0.31%+12213F-HRTimeline
Red Door Wealth Management, LLC69,488$2.31M0.21%-10,17313F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…69,483$2.31M0.17%-7,30513F-HRTimeline
Corecam AG69,270$2.31M1.97%+72013F-HRTimeline
Keebeck Wealth Management69,187$2.3M0.22%-1,52413F-HRTimeline
Verde Capital Management68,668$2.29M0.42%-193,79113F-HRTimeline
Sequoia Financial Advisors, LLC68,170$2.27M0.01%-1,12513F-HRTimeline
SIG BROKERAGE, LP67,861$2.26M0.36%+6,33913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV67,437$2.24M<0.01%-4,46513F-HR/ATimeline
GK Wealth Management LLC66,935$2.23M1.35%new13F-HRTimeline
Hippocratic Financial Advisors, LLC66,816$2.22M0.84%+4,42713F-HRTimeline
Regent Peak Wealth Advisors LLC66,277$2.21M0.41%-4,38613F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC65,417$2.2M0.27%13F-HRTimeline
Broussard Financial Group LLC64,970$2.16M1.73%-5,50813F-HRTimeline
DeepCurrents Investment Group LLC64,746$2.16M0.07%new13F-HRTimeline
M Holdings Securities, Inc.61,729$2.14M0.29%+81313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…64,210$2.14M0.48%+13,35313F-HRTimelineGroup
SOFI WEALTH, LLC64,074$2.13M0.09%+14,01413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC63,879$2.13M0.61%+2,88713F-HRTimeline
UNIQUE WEALTH, LLC63,841$2.13M0.25%+27,14113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC63,811$2.12M0.26%+35,51413F-HRTimeline
Avid Wealth Partners LLC63,747$2.12M1.03%+15,79013F-HRTimeline
Waterloo Capital, L.P.62,852$2.09M0.12%-19,41113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC62,662$2.09M0.91%-8,13813F-HRTimeline
Cornerstone Advisory, LLC61,949$2.06M0.17%+3,17613F-HRTimeline
Dakota Wealth Management61,886$2.06M0.04%-9,00313F-HRTimeline
Kingstone Capital Partners Texas, LLC61,454$2.05M1.09%-52313F-HRTimeline
EQUITABLE TRUST CO61,395$2.04M0.09%+5,38813F-HRTimeline
Bison Wealth, LLC56,533$2.04M0.19%+91213F-HRTimeline
SkyBridge Capital II, LLC61,330$2.04M19.6%-88,58613F-HRTimeline
Geneos Wealth Management Inc.61,162$2.04M0.04%+47,15713F-HRTimeline
Moors & Cabot, Inc.60,816$2.02M0.08%-3,00713F-HRTimeline
Altura Wealth Advisors Inc.60,443$2.01M0.68%+13,04913F-HRTimeline
NKCFO LLC60,000$2M0.6%-27,50013F-HRTimeline
Principia Wealth Advisory, LLC59,798$1.99M1%+47,56713F-HRTimeline
Baring Financial LLC59,772$1.99M1.1%+3,15613F-HRTimeline
Destiny Capital Corp/CO59,484$1.98M0.92%+10,34713F-HRTimeline
Parallel Advisors, LLC59,376$1.98M0.03%-29613F-HRTimeline
Pine Valley Investments Ltd Liability Co59,002$1.96M0.08%+10,85413F-HRTimeline
Elequin Capital, LP58,871$1.96M0.07%-106,39313F-HRTimeline
Aspiring Ventures, LLC58,382$1.94M0.51%+42,58513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,131$1.94M0.04%-31,35813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding57,205$1.9M+27,705Timeline
JTC Employer Solutions Trustee Ltd57,216$1.9M0.15%013F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding57,054$1.9M-11,369Timeline
National Philanthropic Trust56,522$1.88M0.03%+18,14813F-HRTimeline
CENTAURUS FINANCIAL, INC.56,450$1.88M0.07%-1,10913F-HRTimeline
WEDBUSH SECURITIES INC55,902$1.86M0.05%-1,37913F-HRTimeline
SteelPeak Wealth, LLC55,778$1.86M0.05%-1,26213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…55,720$1.85M0.02%-41213F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC55,140$1.84M0.27%+16,76713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC55,129$1.84M0.88%+1713F-HRTimeline
Rye Brook Capital LLC54,230$1.8M1.27%+2,12013F-HRTimeline
Activest Wealth Management53,155$1.77M0.34%-13,69513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…53,288$1.77M0.01%+1,25313F-HRTimeline
Graetz Wealth LLC53,114$1.77M1.41%+2,98413F-HRTimeline
Compagnie Lombard Odier SCmA52,977$1.76M0.02%-9,24513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK52,442$1.75M0.01%-5,41913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…52,383$1.74M0.03%+4,71513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,108$1.73M0.04%+4,09213F-HRTimelineGroup
Friday Financial47,634$1.72M0.46%+1,34613F-HRTimeline
REYL & Cie S.A.44,433$1.71M1.97%13F-HRTimeline
SCS Capital Management LLC51,251$1.71M0.02%-3,83313F-HRTimeline
WCG Wealth Advisors LLC50,656$1.69M0.04%-7,57313F-HRTimeline
Stelac Advisory Services LLC50,278$1.67M0.31%013F-HRTimeline
DDD Partners, LLC50,253$1.67M0.1%+3,34013F-HRTimeline