Skip to content
Disclosery

IBIT ISHARES BITCOIN TRUST ETF

Follow

SHS (fund), issuer CIK 1980994

1,178 managers (1,189 13F filers) reported a position in IBIT shares at 2025-03-31, 274,598,129 shares in all. 220 filers opened a position and 134 filers sold out during the quarter.

Managers
1,178
13F filers
1,189
New
220
Added
610
Reduced
222
Sold out
134
Shares held by filers
274,598,129

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Signal Advisors Wealth, LLC93,115$4.36M0.43%+29,19613F-HRTimeline
Upper Left Wealth Management, LLC92,922$4.35M3.12%+3,59213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC92,650$4.34M2.49%+28,80313F-HRTimeline
Atlatl Advisers LLC91,397$4.28M2.78%+1,56813F-HRTimeline
Cobblestone Asset Management LLC90,691$4.25M2.48%+5,43613F-HRTimeline
BigSur Wealth Management LLC90,595$4.24M1.15%+42,56013F-HRTimeline
TOWNSQUARE CAPITAL LLC90,367$4.23M0.05%+50,46713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC90,303$4.23M0.01%new13F-HR/ATimelineGroup
Kingsview Wealth Management, LLC89,025$4.17M0.08%+13,34913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP88,537$4.14M<0.01%-16,72413F-HRTimelineGroup
Visionary Wealth Advisors88,183$4.13M0.25%+10,88113F-HRTimeline
FORTE ASSET MANAGEMENT LLC88,158$4.13M2.08%+14,10513F-HRTimeline
Avestar Capital, LLC88,036$4.12M0.39%+4,91713F-HRTimeline
Arkadios Wealth Advisors86,849$4.07M0.15%+43,05513F-HRTimeline
Compagnie Lombard Odier SCmA85,015$3.98M0.05%+35,58513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV84,843$3.97M0.01%-41,73913F-HRTimeline
BRIDGER MANAGEMENT, LLC83,119$3.89M1.93%-25,08113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP82,961$3.88M<0.01%+39,27413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding82,932$3.88M+74,482Timeline
Foundation Wealth Management, LLC82,924$3.88M3.04%+78,77813F-HRTimeline
GRIES FINANCIAL LLC82,059$3.84M0.74%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC80,042$3.75M0.27%-13,50113F-HRTimeline
MATAURO, LLC79,578$3.73M0.76%+26,99913F-HRTimeline
Financial Enhancement Group LLC70,684$3.68M0.57%+2,19813F-HRTimeline
Aveo Capital Partners, LLC67,111$3.67M0.61%+23,12013F-HRTimeline
Andar Capital Management HK Ltd78,300$3.67M7.06%-26,10013F-HRTimeline
MGO ONE SEVEN LLC78,009$3.65M0.14%+15,37813F-HRTimeline
OBSIDIAN CIO, LLC76,627$3.59M0.58%+13,00613F-HRTimeline
Quinn Opportunity Partners LLC75,000$3.51M0.25%+70,00013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC74,702$3.5M1.29%+12413F-HRTimeline
Fort Point Capital Partners LLC72,443$3.39M0.38%+19,56413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC70,944$3.32M0.04%+26,82513F-HRTimelineGroup
Mill Creek Capital Advisors, LLC70,574$3.3M0.08%+2,07813F-HRTimeline
Addison Capital Co70,202$3.29M1.29%+28,70913F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC70,090$3.28M2.66%-29,80013F-HR/ATimelineGroup
Keebeck Wealth Management66,567$3.12M0.46%-3,77513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC66,490$3.11M1.4%+40,77813F-HRTimeline
VestGen Advisors, LLC66,142$3.1M0.14%13F-HRTimeline
Ewing Morris & Co. Investment Partners …46,694$3.05M0.96%+83913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.65,062$3.05M0.02%+43,34413F-HRTimeline
Clark Capital Management Group, Inc.64,978$3.04M0.02%new13F-HRTimeline
Bellecapital International Ltd.64,907$3.04M0.6%-1,52413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG64,220$3.01M0.05%+44,67213F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC62,521$2.93M0.65%new13F-HRTimeline
Joel Isaacson & Co., LLC62,504$2.93M0.13%+9,28113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC62,200$2.91M0.1%-992,13813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,926$2.9M<0.01%+2,14813F-HR/ATimelineGroup
Dakota Wealth Management61,762$2.89M0.07%+15,32013F-HRTimeline
Clearline Capital LP60,566$2.84M0.29%013F-HRTimeline
Moors & Cabot, Inc.60,106$2.81M0.14%-73,90313F-HRTimeline
Belvedere Trading LLC59,552$2.79M0.24%-36,74813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC59,547$2.79M0.28%-27,94613F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding57,916$2.79M+34,874Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC59,217$2.77M<0.01%+17,77113F-HRTimelineGroup
Secure Asset Management, LLC58,534$2.74M0.55%+9,00413F-HRTimeline
BBR PARTNERS, LLC58,514$2.74M0.19%+3,01613F-HRTimeline
Riggs Asset Managment Co. Inc.58,474$2.74M0.78%-16,18813F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC58,030$2.72M0.17%-1,73413F-HRTimeline
CSS LLC/IL57,890$2.71M0.19%-19,70013F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.57,630$2.7M1.8%+2,41413F-HRTimeline
Genesee Capital Advisors, LLC55,628$2.6M1.3%-2,97613F-HRTimeline
Ethos Financial Group, LLC53,160$2.59M0.25%+36,92013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.55,211$2.58M0.82%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…55,131$2.58M0.12%+3,18913F-HRTimeline
Activest Wealth Management55,036$2.58M0.69%+8,86813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP54,977$2.57M0.06%+49,17213F-HRTimeline
MRA Advisory Group54,708$2.56M1.37%-18,66013F-HRTimeline
Baker Avenue Asset Management, LP53,884$2.52M0.08%+2,72013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC53,683$2.51M0.33%-12,63113F-HRTimeline
Vienna Asset Management LLC53,348$2.5M1.97%+36,11613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC53,230$2.49M1.68%+1,01713F-HRTimeline
CENTAURUS FINANCIAL, INC.53,200$2.49M0.15%-7,43013F-HRTimeline
B. Riley Wealth Advisors, Inc.53,048$2.48M0.08%+23,58313F-HRTimeline
Waratah Capital Advisors Ltd.52,261$2.45M0.17%-109,75513F-HRTimeline
Luxor Capital Group, LP52,058$2.44M0.31%+25,50513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.50,711$2.37M2.09%013F-HRTimeline
CHOREO, LLC50,459$2.36M0.04%+8,88813F-HRTimeline
Sageworth Trust Co50,348$2.36M0.15%+19,40013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.50,321$2.36M0.13%-36913F-HR/ATimelineGroup
Atria Investments, Inc49,565$2.32M0.03%+36,65113F-HRTimeline
Beacon Pointe Advisors, LLC49,426$2.31M0.03%+14,30513F-HRTimeline
Ausdal Financial Partners, Inc.49,081$2.3M0.17%+37,54613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp48,073$2.25M<0.01%+22,76413F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd47,616$2.23M0.18%+10,13513F-HRTimeline
Empower Advisory Group, LLC47,557$2.23M0.01%+5,54213F-HRTimeline
Q Fund Management (Hong Kong) Ltd47,500$2.22M3.04%+31,50013F-HRTimeline
Stelac Advisory Services LLC47,208$2.22M0.91%+3,06113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC47,274$2.21M0.23%+4,47513F-HRTimeline
OLD MISSION CAPITAL LLC47,014$2.2M0.04%-167,87213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC46,997$2.2M<0.01%+3,03413F-HRTimelineGroup
Transcendent Capital Group LLC46,908$2.2M1.23%-18,24013F-HRTimeline
GC Wealth Management RIA, LLC46,849$2.19M0.4%new13F-HRTimeline
EP Wealth Advisors, LLC46,665$2.18M0.02%+6,40513F-HRTimeline
ROTHSCHILD INVESTMENT LLC45,672$2.14M0.14%+2,39013F-HRTimeline
Sequoia Financial Advisors, LLC45,398$2.13M0.02%+4,32813F-HRTimeline
Garde Capital, Inc.45,215$2.12M0.12%+18,76413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,094$2.11M<0.01%+23,22913F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC44,880$2.1M0.37%+36,30913F-HRTimeline
National Philanthropic Trust44,529$2.08M0.03%+13,36813F-HRTimeline
SVB WEALTH LLC43,881$2.05M0.08%-4,63813F-HRTimeline
Capital Wealth Alliance, LLC43,599$2.04M1.22%-4,18013F-HRTimeline
Jackson Hole Capital Partners, LLC43,552$2.04M0.4%013F-HRTimeline
HB Wealth Management, LLC43,047$2.02M0.02%+17,78213F-HRTimeline
TORNO CAPITAL, LLC42,500$1.99M2.06%-57,50013F-HRTimeline
IPG Investment Advisors LLC41,839$1.96M0.44%+14,21713F-HRTimeline
KM Capital Management Ltd.41,811$1.96M1.05%new13F-HRTimeline
Geneos Wealth Management Inc.41,589$1.95M0.03%+26,90813F-HRTimeline
Valeo Financial Advisors, LLC40,852$1.91M0.05%+18,74913F-HRTimeline
Sepio Capital, LP40,372$1.89M0.15%+28,62813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV38,220$1.88M0.98%-2,01113F-HRTimeline
Baring Financial LLC40,100$1.88M1.58%+17,31013F-HRTimeline
Ion Asset Management Ltd.40,000$1.87M0.14%-40,00013F-HRTimeline
Larson Financial Group LLC39,644$1.86M0.09%+10,14013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC39,013$1.83M0.63%new13F-HRTimeline
Integrated Advisors Network LLC38,761$1.81M0.09%-7,06013F-HRTimeline
Aprio Wealth Management, LLC38,520$1.8M0.23%+16,66613F-HRTimeline
Napean Trading & Investment Co (Singapo…37,476$1.75M0.51%new13F-HRTimeline
Montz Harcus Wealth Management LLC37,452$1.75M0.96%013F-HRTimeline
Prime Capital Investment Advisors, LLC37,134$1.74M0.02%+20,71213F-HRTimeline
Bosman Wealth Management, LLC36,990$1.73M1.76%new13F-HRTimeline
Alpha Zero LLC36,781$1.72M1.31%-18,39013F-HRTimeline
BlackDiamond Wealth Management, LLC29,014$1.7M1.15%+1,79213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36,279$1.7M<0.01%new13F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.36,120$1.69M0.07%+24,37513F-HRTimeline
Avidian Wealth Enterprises, LLC36,117$1.69M0.08%+3,82813F-HRTimeline
Parallel Advisors, LLC35,768$1.67M0.04%+1,90113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,749$1.67M0.04%-54,84413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC35,604$1.67M0.06%+6,52013F-HRTimeline
Ursa Fund Management, LLC35,500$1.66M5.88%new13F-HRTimeline
Sterling Investment Advisors, Ltd.35,480$1.66M0.4%+47113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.35,125$1.64M1.4%+3,72513F-HRTimeline
MAI Capital Management35,121$1.64M0.01%+6,38313F-HRTimeline
Park Edge Advisors, LLC35,059$1.64M0.46%-44,16613F-HRTimeline
Amtrust Financial Services, Inc.35,000$1.64M0.79%013F-HRTimeline
Apeiron RIA LLC34,341$1.61M0.49%+7,86213F-HRTimeline
GFS Advisors, LLC34,287$1.6M0.32%+28,70013F-HRTimeline
Solstein Capital, LLC34,283$1.6M0.93%+1,59313F-HRTimeline
SeaCrest Wealth Management, LLC34,233$1.6M0.18%-4,00313F-HRTimeline
Waverly Advisors, LLC33,905$1.59M0.02%+10,04713F-HRTimeline
EVOKE WEALTH, LLC33,735$1.58M0.04%+7,26513F-HRTimeline
Bordeaux Wealth Advisors LLC33,712$1.58M0.29%-1,81213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,682$1.58M0.04%+24,57613F-HRTimelineGroup
Cornerstone Advisory, LLC29,211$1.58M0.18%+1,21213F-HRTimeline
Resurgent Financial Advisors LLC33,637$1.57M0.95%-24613F-HRTimeline
Perigon Wealth Management, LLC33,589$1.57M0.04%+2,21113F-HRTimeline
Pachira Investments Inc.33,017$1.57M1.1%-1,92013F-HRTimeline
Strategic Family Wealth Counselors, L.L…33,221$1.56M0.51%+55013F-HRTimeline
Allworth Financial LP29,061$1.55M0.01%+3,60213F-HRTimeline
Cavalier Investments, LLC33,000$1.54M0.52%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC32,886$1.54M0.86%-1,94513F-HRTimeline
K.J. Harrison & Partners Inc32,528$1.52M0.3%-4,83213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,401$1.52M0.01%-13,01313F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…32,388$1.52M0.06%+4,26313F-HRTimelineGroup
WealthShield Partners, LLC32,375$1.52M0.2%+6,57013F-HRTimeline
WESCAP Management Group, Inc.32,303$1.51M0.37%+2,68513F-HRTimeline
HCR Wealth Advisors32,267$1.51M0.2%+77513F-HRTimeline
World Investment Advisors32,211$1.51M0.04%+5,32513F-HRTimeline
Wealth Management Associates, Inc.32,207$1.51M0.65%+5,94513F-HRTimeline
SMITH, MOORE & CO.32,201$1.51M0.14%+59213F-HRTimeline
Procyon Advisors, LLC32,040$1.5M0.09%+8,52713F-HRTimeline
Financial Futures Ltd Liability Co.31,998$1.5M0.85%-4,19713F-HRTimeline
CMG Global Holdings, LLC28,120$1.5M0.98%+8,93713F-HRTimeline
Global Assets Advisory, LLC32,046$1.48M0.28%+21,29413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding31,283$1.46M+882Timeline
Andina Capital Management, LLC31,054$1.45M1.04%+13,90213F-HRTimeline
Blue Investment Partners LLC31,019$1.45M0.55%-7,12313F-HRTimeline
Mesirow Financial Investment Management…30,982$1.45M0.03%+15,60413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …29,911$1.44M0.11%+6,88013F-HRTimeline
Maridea Wealth Management LLC30,756$1.44M0.47%+6,92513F-HRTimeline
Arete Wealth Advisors, LLC30,744$1.44M0.11%+7,61313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…30,714$1.44M0.44%-9,29113F-HRTimelineGroup
Polar Capital Holdings Plcin group Polar Capital Holdings Plc30,503$1.43M0.01%new13F-HRTimelineGroup
Headlands Technologies LLC30,226$1.41M0.16%+27,72313F-HRTimeline
Belpointe Asset Management LLC30,213$1.41M0.07%-11,78613F-HRTimeline
BNC WEALTH MANAGEMENT, LLC29,904$1.4M0.5%+5,74113F-HRTimeline
VISTA FINANCE, LLC29,885$1.4M1.21%-4513F-HRTimeline
RPO LLC29,857$1.4M2.8%013F-HRTimeline
Clearstead Advisors, LLC29,595$1.39M0.02%+9,01213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC29,529$1.38M0.12%+22,70413F-HR/ATimeline
Blue Sky Capital Consultants Group, Inc.29,378$1.38M0.9%+1,72413F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV28,889$1.35M0.95%+3,04613F-HRTimeline
QTR Family Wealth, LLC28,647$1.34M1.01%13F-HRTimeline
SIMON QUICK ADVISORS, LLC28,552$1.34M0.08%+14,47013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC28,500$1.33M0.03%+68913F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.28,486$1.33M0.16%+7,59213F-HRTimeline
Capital Markets Trading UK LLP28,436$1.33M1.52%-71,61213F-HRTimeline
Avid Wealth Partners LLC28,171$1.32M0.89%+21,85913F-HRTimeline
Fermata Advisors, LLC28,149$1.32M0.24%+1,87213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC28,075$1.31M0.79%-12,37013F-HRTimeline
Chicago Partners Investment Group LLC24,006$1.31M0.04%+7,96513F-HRTimeline
Phraction Management LLC28,002$1.31M0.44%+2,10013F-HRTimeline
Ackerman Capital Advisors, LLC27,742$1.3M0.34%+9,53313F-HRTimeline
Lansing Street Advisors27,336$1.28M0.43%+7,32613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC27,173$1.27M0.12%-2,67513F-HRTimeline
WEDBUSH SECURITIES INC27,128$1.27M0.05%+9,01913F-HRTimeline
TWO SIGMA SECURITIES, LLC27,076$1.27M0.19%-30,02713F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP26,747$1.25M0.04%+1,39713F-HRTimeline
RoundAngle Advisors LLC26,689$1.25M1.15%+1,20913F-HRTimeline
Merit Financial Group, LLC26,566$1.24M0.02%+9,06613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,478$1.24M0.04%-14,43413F-HRTimelineGroup