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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,103 managers (1,113 13F filers) reported a position in IBIT shares at 2024-12-31, 327,484,814 shares in all. 389 filers opened a position and 45 filers sold out during the quarter.

Managers
1,103
13F filers
1,113
New
389
Added
431
Reduced
120
Sold out
45
Shares held by filers
327,484,814

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Atlatl Advisers LLC89,829$4.77M2.79%13F-HRTimeline
Upper Left Wealth Management, LLC89,330$4.74M4.05%+3,88413F-HRTimeline
Ariose Capital Management Ltd88,400$4.69M3.88%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC87,493$4.64M0.39%-50,09913F-HRTimeline
Cobblestone Asset Management LLC85,255$4.52M2.95%+2813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding84,384$4.48M-476,499Timeline
AXXCESS WEALTH MANAGEMENT, LLC84,303$4.47M0.11%+65,22013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC83,500$4.43M0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC83,467$4.43M0.02%new13F-HRTimeline
Avestar Capital, LLC83,119$4.41M0.4%+16,65013F-HRTimeline
Requisite Capital Management, LLC80,139$4.25M0.87%-25,57713F-HRTimeline
Ion Asset Management Ltd.80,000$4.24M0.25%-20,00013F-HRTimeline
Traynor Capital Management, Inc.79,450$4.21M0.33%+2,28313F-HRTimeline
Park Edge Advisors, LLC79,225$4.2M1.22%+2,04313F-HRTimeline
CSS LLC/IL77,590$4.12M0.25%+13,59013F-HRTimeline
Wealthspire Advisors, LLC77,502$4.11M0.04%+60,39613F-HRTimeline
Visionary Wealth Advisors77,302$4.1M0.24%+34,69313F-HRTimeline
Edge Capital Group, LLC77,251$4.1M0.21%+19,74513F-HRTimeline
Kingsview Wealth Management, LLC75,676$4.01M0.08%+33,17413F-HRTimeline
Riggs Asset Managment Co. Inc.74,662$4M1.07%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC74,578$3.96M1.47%+2,12513F-HRTimeline
FORTE ASSET MANAGEMENT LLC74,053$3.93M2.09%-15,65213F-HRTimeline
MRA Advisory Group73,368$3.89M2.06%-64013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC105,825$3.82M0.3%013F-HRTimelineGroup
Keebeck Wealth Management70,342$3.73M0.54%-25113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.69,164$3.69M0.01%+13,11613F-HRTimelineGroup
Financial Enhancement Group LLC68,486$3.64M0.56%new13F-HRTimeline
Mill Creek Capital Advisors, LLC68,496$3.63M0.09%+6,88713F-HRTimeline
Eaton Financial Holdings Company, LLC66,738$3.54M1.36%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC66,654$3.54M0.03%+48,00013F-HRTimeline
Bellecapital International Ltd.66,431$3.52M0.62%+15,55613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC66,314$3.52M0.49%new13F-HRTimeline
Heirloom Wealth Management66,096$3.51M1.05%new13F-HRTimeline
Transcendent Capital Group LLC65,148$3.46M1.79%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC64,518$3.42M0.13%13F-HRTimelineGroup
BOKF, NAin group BOKF, NA63,322$3.41M0.06%+5,58713F-HRTimelineGroup
Spahn Wealth & Retirement LLC64,128$3.4M2.23%13F-HRTimeline
Signal Advisors Wealth, LLC63,919$3.39M0.38%+20,50813F-HRTimeline
SCOTIA CAPITAL INC.63,885$3.39M0.02%+13,84713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC63,847$3.39M2.01%+20,58513F-HRTimeline
OBSIDIAN CIO, LLC63,621$3.38M0.62%+20,34413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC63,012$3.34M0.38%+12,22913F-HRTimeline
MGO ONE SEVEN LLC62,631$3.32M0.13%+24,62713F-HRTimeline
CENTAURUS FINANCIAL, INC.60,630$3.22M0.2%+50,19213F-HRTimeline
Clearline Capital LP60,566$3.21M0.43%-188,05213F-HRTimeline
Integrated Wealth Concepts LLC60,398$3.2M0.04%+22,84613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,778$3.17M<0.01%+3,83713F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC59,764$3.17M0.19%new13F-HRTimeline
Nicholas Investment Partners, LP59,621$3.16M0.28%new13F-HRTimeline
Bison Wealth, LLC59,181$3.14M0.69%new13F-HRTimeline
Empowered Funds, LLC58,619$3.11M0.05%-4,98113F-HRTimeline
Genesee Capital Advisors, LLC58,604$3.11M1.45%+11,91613F-HRTimeline
TWO SIGMA SECURITIES, LLC57,103$3.03M0.55%new13F-HRTimeline
Jupiter Wealth Management LLC56,750$3.01M1.51%+39,75013F-HRTimeline
BBR PARTNERS, LLC55,498$2.94M0.21%new13F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.55,216$2.93M1.88%+92713F-HRTimeline
Alpha Zero LLC55,171$2.93M2.24%13F-HRTimeline
RFG Advisory, LLC53,794$2.85M0.08%+36,78013F-HRTimeline
Joel Isaacson & Co., LLC53,223$2.82M0.13%+46,23213F-HRTimeline
Fort Point Capital Partners LLC52,879$2.81M0.31%+43,41013F-HRTimeline
MATAURO, LLC52,579$2.79M0.6%13F-HRTimeline
Executive Wealth Management, LLC52,408$2.78M0.22%+5,69313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC52,213$2.77M1.8%+1,49713F-HRTimeline
Central Asset Investments & Management …52,100$2.76M1.69%+23,10013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…51,942$2.76M0.12%+17,34113F-HRTimeline
Farther Finance Advisors, LLC51,776$2.75M0.1%+22,79013F-HRTimeline
Baker Avenue Asset Management, LP51,164$2.71M0.08%+6,44013F-HRTimeline
Nokomis Capital, L.L.C.51,100$2.71M1.25%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.50,711$2.69M2.49%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.50,690$2.69M0.15%new13F-HR/ATimelineGroup
Chiron Investment Management, LLC50,397$2.67M0.89%+39,87713F-HRTimeline
Compagnie Lombard Odier SCmA49,430$2.63M0.04%+7,85013F-HRTimeline
Revere Asset Management, Inc49,587$2.63M2.23%new13F-HRTimeline
Secure Asset Management, LLC49,530$2.63M0.4%+7,34113F-HRTimeline
Glaxis Capital Management, LLC49,500$2.63M7.27%-5,50013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP48,800$2.59M1.04%-203,29713F-HRTimeline
SVB WEALTH LLC48,519$2.57M0.05%new13F-HRTimeline
BigSur Wealth Management LLC48,035$2.55M0.73%-49,51213F-HRTimeline
Capital Wealth Alliance, LLC47,779$2.53M1.44%+36,55913F-HRTimeline
IHT Wealth Management, LLC47,504$2.52M0.08%-28,89613F-HRTimeline
Dakota Wealth Management46,442$2.46M0.06%-14,97613F-HRTimeline
Activest Wealth Management46,168$2.45M0.68%+9,60313F-HRTimeline
Ewing Morris & Co. Investment Partners …45,855$2.43M0.84%new13F-HRTimeline
Integrated Advisors Network LLC45,821$2.43M0.12%+18,41013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK45,414$2.41M0.01%+8,24613F-HRTimelineGroup
Stelac Advisory Services LLC44,147$2.35M0.92%-5,34513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,119$2.34M0.02%+18,67913F-HRTimelineGroup
Aveo Capital Partners, LLC43,991$2.33M0.26%+13,90413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC43,963$2.33M<0.01%-8,39113F-HRTimelineGroup
Arkadios Wealth Advisors43,794$2.32M0.13%+16,09013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP43,687$2.32M<0.01%new13F-HRTimelineGroup
Jackson Hole Capital Partners, LLC43,552$2.31M0.47%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC43,282$2.3M0.15%+2,30713F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…42,800$2.27M1.18%+24,80013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC42,799$2.27M0.23%+6,19213F-HRTimeline
Empower Advisory Group, LLC42,015$2.23M0.01%+10,28513F-HRTimeline
CHOREO, LLC41,571$2.22M0.03%-1,52013F-HRTimeline
Addison Capital Co41,493$2.2M0.88%+18,07613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC41,446$2.2M<0.01%+17,46413F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV40,231$2.18M0.85%13F-HRTimeline
Sequoia Financial Advisors, LLC41,070$2.18M0.02%+10,04613F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,912$2.17M0.07%+21,95513F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC40,791$2.16M0.1%+16,98213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC40,445$2.15M1.22%+16,07013F-HRTimeline
Almanack Investment Partners, LLC.40,290$2.14M0.33%+9,91513F-HRTimeline
EP Wealth Advisors, LLC40,260$2.14M0.02%+21,86813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…40,005$2.12M0.72%-19213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC39,900$2.12M0.02%+3,27313F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…39,200$2.08M0.35%-38,40013F-HRTimelineGroup
K.J. Harrison & Partners Inc37,360$2.07M0.32%new13F-HRTimeline
SeaCrest Wealth Management, LLC38,236$2.03M0.21%+4,91313F-HRTimeline
Blue Investment Partners LLC38,142$2.02M0.74%-6,76813F-HRTimeline
JTC Employer Solutions Trustee Ltd37,481$2.01M0.14%+14,68213F-HRTimeline
Quarry LP37,559$1.99M0.39%new13F-HRTimeline
Ardmore Road Asset Management LP37,456$1.99M0.29%-215,83113F-HRTimeline
Montz Harcus Wealth Management LLC37,452$1.99M1.11%-513F-HRTimeline
GROUP ONE TRADING LLC37,278$1.98M0.07%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,945$1.96M<0.01%+30,32513F-HR/ATimelineGroup
READYSTATE ASSET MANAGEMENT LP36,500$1.94M0.08%new13F-HRTimeline
Financial Futures Ltd Liability Co.36,195$1.92M1.09%-19,76413F-HRTimeline
Bordeaux Wealth Advisors LLC35,524$1.88M0.3%+97213F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC35,495$1.88M0.03%new13F-HRTimelineGroup
Objective Capital Management, LLC35,480$1.88M1.26%+1,46813F-HRTimeline
Pachira Investments Inc.34,937$1.87M1.14%+1,34113F-HRTimeline
U.S. Capital Wealth Advisors, LLC35,181$1.87M0.06%+26,47513F-HRTimeline
Beacon Pointe Advisors, LLC35,121$1.86M0.02%+7,27813F-HRTimeline
Sterling Investment Advisors, Ltd.35,009$1.86M0.45%+21,62413F-HRTimeline
Amtrust Financial Services, Inc.35,000$1.86M0.84%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding34,985$1.86M+12,458Timeline
FORTRESS PRIVATE LEDGER, LLC34,831$1.85M1.13%13F-HRTimeline
O'Neil Global Advisors, Inc.34,300$1.82M0.53%+18,90013F-HRTimeline
Resurgent Financial Advisors LLC33,883$1.8M1.06%-34113F-HRTimeline
Parallel Advisors, LLC33,867$1.8M0.04%+14,71713F-HRTimeline
Perigon Wealth Management, LLC31,378$1.79M0.04%+6,08113F-HRTimeline
W1M Asset Management Ltd33,202$1.76M0.15%-59,45913F-HRTimeline
Birnam Oak Advisors, LP33,000$1.75M0.86%13F-HRTimeline
Solstein Capital, LLC32,690$1.73M0.97%+32713F-HRTimeline
Strategic Family Wealth Counselors, L.L…32,671$1.73M0.56%new13F-HRTimeline
Avidian Wealth Enterprises, LLC32,289$1.71M0.08%+12,35813F-HRTimeline
Elevate Capital Advisors, LLC32,025$1.7M1.5%13F-HRTimeline
SMITH, MOORE & CO.31,609$1.68M0.15%+9,04013F-HRTimeline
ClearAlpha Technologies LP31,500$1.67M1.43%new13F-HRTimeline
HCR Wealth Advisors31,492$1.67M0.21%+1,51713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.31,400$1.67M1.44%+17,40013F-HRTimeline
National Philanthropic Trust31,161$1.65M0.02%new13F-HRTimeline
Sageworth Trust Co30,948$1.64M0.1%+13,04513F-HRTimeline
Diametric Capital, LP30,799$1.63M1.1%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding30,401$1.61M+9,247Timeline
JACKSON SQUARE CAPITAL, LLC30,366$1.61M0.39%new13F-HRTimeline
NKCFO LLC30,000$1.59M0.7%-24,00013F-HRTimeline
VISTA FINANCE, LLC29,930$1.59M1.63%013F-HRTimeline
Principia Wealth Advisory, LLC29,886$1.59M1.49%13F-HRTimeline
RPO LLC29,857$1.58M2.07%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC29,848$1.58M0.15%+10,43613F-HRTimeline
WESCAP Management Group, Inc.29,618$1.57M0.38%+4,71913F-HRTimeline
Larson Financial Group LLC29,504$1.57M0.08%+10,85513F-HRTimeline
B. Riley Wealth Advisors, Inc.29,465$1.56M0.05%-8,61313F-HRTimeline
Cornerstone Advisory, LLC27,999$1.55M0.18%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC29,084$1.54M0.05%+6,27413F-HRTimeline
CoreCap Advisors, LLC28,893$1.53M0.07%new13F-HRTimeline
NAPA WEALTH MANAGEMENT28,860$1.53M0.66%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,789$1.53M0.01%+18,78913F-HRTimelineGroup
MAI Capital Management28,738$1.52M0.01%+19,18113F-HRTimeline
Allworth Financial LP25,459$1.51M0.01%+6,46013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…28,125$1.49M0.05%+16,10313F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC27,811$1.48M0.03%+92413F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.27,654$1.47M0.88%13F-HRTimeline
IPG Investment Advisors LLC27,622$1.47M0.33%+3,95713F-HRTimeline
BlackDiamond Wealth Management, LLC27,222$1.44M0.83%+21,47913F-HRTimeline
World Investment Advisors26,886$1.43M0.04%+14,99813F-HRTimeline
RIA Advisory Group LLC26,836$1.42M0.48%+11,25413F-HRTimeline
Luxor Capital Group, LP26,553$1.41M0.18%new13F-HRTimeline
FIRST UNITED BANK & TRUST26,495$1.41M0.51%+2,98513F-HRTimeline
Apeiron RIA LLC26,479$1.4M0.39%+4,58713F-HRTimeline
EVOKE WEALTH, LLC26,470$1.4M0.04%new13F-HRTimeline
Garde Capital, Inc.26,451$1.4M0.09%+15,67113F-HRTimeline
Belpointe Asset Management LLC41,999$1.4M0.08%-1,27913F-HRTimeline
Fermata Advisors, LLC26,277$1.39M0.26%+20,39413F-HRTimeline
Bellwether Advisors, LLC26,270$1.39M0.25%013F-HRTimeline
Wealth Management Associates, Inc.26,262$1.39M0.6%+8,95713F-HRTimeline
Phraction Management LLC25,902$1.37M0.48%new13F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV25,843$1.37M0.93%13F-HRTimeline
WealthShield Partners, LLC25,805$1.37M0.19%+11,87913F-HRTimeline
Mountain Capital Investment Advisors In…22,883$1.36M0.28%+2,34613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC25,712$1.36M0.61%13F-HRTimeline
RoundAngle Advisors LLC25,480$1.35M1.29%13F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP25,350$1.34M0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,309$1.34M<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC25,265$1.34M0.01%+14,25413F-HRTimeline
DIVERSIFIED TRUST CO25,175$1.34M0.03%new13F-HRTimeline
Capasso Planning Partners LLC25,001$1.33M0.53%new13F-HRTimeline
Formidable Asset Management, LLC24,573$1.3M0.21%+1,43813F-HRTimeline
BNC WEALTH MANAGEMENT, LLC24,163$1.28M0.42%new13F-HRTimeline
Waverly Advisors, LLC23,858$1.27M0.02%+7,41313F-HRTimeline
Maridea Wealth Management LLC23,831$1.26M0.41%13F-HRTimeline
Copia Wealth Management23,828$1.26M1.2%13F-HRTimeline
Financial Advocates Investment Manageme…23,585$1.25M0.07%+17,38713F-HRTimeline
Procyon Advisors, LLC23,513$1.25M0.08%new13F-HRTimeline
NDWM LLC23,269$1.23M1.03%new13F-HRTimeline
Arete Wealth Advisors, LLC23,131$1.23M0.09%+9,30413F-HRTimeline