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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,425 managers (1,441 13F filers) reported a position in IBIT shares at 2025-06-30, 374,982,164 shares in all. 314 filers opened a position and 74 filers sold out during the quarter.

Managers
1,425
13F filers
1,441
New
314
Added
681
Reduced
235
Sold out
74
Shares held by filers
374,982,164

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Marex Group Ltdin group Marex Group Ltd120,863$7.4M0.14%-6,413,72313F-HRTimelineGroup
Revere Asset Management, Inc120,453$7.37M3.58%new13F-HRTimeline
K.J. Harrison & Partners Inc119,228$7.3M1.21%+86,70013F-HRTimeline
Signal Advisors Wealth, LLC118,761$7.27M0.57%+25,64613F-HRTimeline
Integrated Wealth Concepts LLC117,677$7.2M0.07%+10,36713F-HRTimeline
BigSur Wealth Management LLC117,595$7.2M1.82%+27,00013F-HRTimeline
Cercano Management LLC117,140$7.17M0.2%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC115,600$7.08M0.01%new13F-HRTimeline
Palliser Capital (UK) Ltd114,841$7.03M5.13%013F-HRTimeline
Concentrum Wealth Management114,601$7.01M2.2%+1,20513F-HRTimeline
Heirloom Wealth Management114,578$7.01M1.85%+2,02613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP113,772$6.96M0.01%+25,23513F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC109,802$6.75M3.4%+17,15213F-HRTimeline
APEIRON CAPITAL Ltd143,400$6.71M6.34%new13F-HRTimeline
UBS Group AGin group UBS Group AG109,152$6.68M<0.01%-111,62713F-HRTimelineGroup
Red Door Wealth Management, LLC107,721$6.59M0.79%-23,79513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.107,610$6.59M0.01%-11,70813F-HRTimelineGroup
Marathon Trading Investment Management …in group Marathon Trading Investment M…106,378$6.51M3.91%-55,19813F-HRTimelineGroup
Wealthspire Advisors, LLC105,759$6.47M0.04%-27413F-HRTimeline
SCS Capital Management LLC105,565$6.46M0.07%+5,78713F-HRTimeline
Compagnie Lombard Odier SCmA105,004$6.43M0.08%+19,98913F-HRTimeline
WESBANCO BANK INC104,796$6.41M0.19%+34113F-HRTimeline
EPIQ PARTNERS, LLC104,272$6.38M3.25%-3313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC103,565$6.34M0.63%+6,74413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC102,738$6.29M0.5%+2,13613F-HRTimeline
Visionary Wealth Advisors101,825$6.23M0.32%+13,64213F-HRTimeline
J. Goldman & Co LP101,251$6.2M0.19%new13F-HRTimeline
Kingsview Wealth Management, LLC98,604$6.04M0.1%+9,57913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding97,644$5.98M+14,712Timeline
Persistent Asset Partners Ltd97,000$5.94M5.2%-53,62313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC96,599$5.91M0.46%+16,55713F-HRTimeline
Upper Left Wealth Management, LLC96,473$5.91M3.94%+3,55113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG96,391$5.9M0.1%+32,17113F-HRTimelineGroup
Vigilare Wealth Management95,686$5.86M2.2%new13F-HRTimeline
New Capital Management LP94,526$5.79M1.61%+70613F-HRTimeline
Waratah Capital Advisors Ltd.94,164$5.76M0.39%+41,90313F-HRTimeline
Cobblestone Asset Management LLC92,315$5.65M2.97%+1,62413F-HRTimeline
CWA Asset Management Group, LLC91,749$5.62M0.24%-9,17713F-HRTimeline
Parallax Volatility Advisers, L.P.91,301$5.59M0.22%-7,74313F-HRTimeline
Advyzon Investment Management, LLC91,125$5.58M1.23%+69,23013F-HRTimeline
Gainplan LLC90,661$5.55M2.52%-12,27513F-HRTimeline
Avestar Capital, LLC90,655$5.55M0.41%+2,61913F-HRTimeline
QTR Family Wealth, LLC90,599$5.55M3.43%+61,95213F-HRTimeline
Andar Capital Management HK Ltd90,000$5.51M6.44%+11,70013F-HRTimeline
Garde Capital, Inc.89,069$5.45M0.29%+43,85413F-HRTimeline
Foundation Wealth Management, LLC88,910$5.44M3.79%+5,98613F-HRTimeline
Addison Capital Co88,543$5.42M1.88%+18,34113F-HRTimeline
Ausdal Financial Partners, Inc.88,083$5.39M0.36%+39,00213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC87,613$5.36M0.77%+33,93013F-HRTimeline
JBF Capital, Inc.87,000$5.33M0.85%-160,00013F-HRTimeline
Riggs Asset Managment Co. Inc.85,801$5.25M1.29%+27,32713F-HRTimeline
Vienna Asset Management LLC85,619$5.24M3.61%+32,27113F-HRTimeline
Financial Enhancement Group LLC77,369$5.2M0.74%+6,68513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC84,370$5.16M0.05%+13,42613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…83,646$5.12M0.1%+47,89713F-HRTimelineGroup
BRIDGER MANAGEMENT, LLC83,119$5.09M3%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC82,789$5.07M0.58%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK82,586$5.06M0.03%+50,18513F-HRTimelineGroup
VestGen Advisors, LLC79,873$4.93M0.2%+13,73113F-HRTimeline
W1M Asset Management Ltd79,636$4.87M0.37%new13F-HRTimeline
MGO ONE SEVEN LLC79,339$4.86M0.16%+1,33013F-HRTimeline
OBSIDIAN CIO, LLC78,665$4.82M0.7%+2,03813F-HRTimeline
BNC WEALTH MANAGEMENT, LLC77,169$4.72M1.4%+47,26513F-HRTimeline
EVOKE WEALTH, LLC76,292$4.67M0.11%+42,55713F-HRTimeline
Quinn Opportunity Partners LLC75,000$4.59M0.39%013F-HRTimeline
Fort Point Capital Partners LLC74,926$4.59M0.46%+2,48313F-HRTimeline
Centurion Wealth Management LLC72,794$4.46M1.28%+64,06213F-HRTimeline
Geneva Partners, LLC72,366$4.43M1.76%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC71,921$4.4M1.49%-2,78113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC71,694$4.39M0.01%+12,47713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.71,076$4.35M0.21%+20,75513F-HRTimelineGroup
Mill Creek Capital Advisors, LLC70,816$4.33M0.1%+24213F-HRTimeline
Arete Wealth Advisors, LLC70,335$4.32M0.31%+39,59113F-HRTimeline
FFG Partners, LLC69,708$4.27M1.42%new13F-HRTimeline
RPO LLC69,300$4.24M9.89%+39,44313F-HRTimeline
IPG Investment Advisors LLC68,642$4.2M0.82%+26,80313F-HRTimeline
Bull Oak Capital, LLC68,522$4.19M1.91%-66,12813F-HRTimeline
CENTAURUS FINANCIAL, INC.67,617$4.14M0.24%+14,41713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…67,610$4.14M0.41%+51,64013F-HRTimeline
Keebeck Wealth Management67,341$4.12M0.54%+77413F-HRTimeline
Maridea Wealth Management LLC66,846$4.09M1.07%+36,09013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV67,124$4.07M0.01%-17,71913F-HRTimeline
MAI Capital Management65,696$4.02M0.03%+30,57513F-HRTimeline
FORTE ASSET MANAGEMENT LLC65,425$4M2.04%-22,73313F-HRTimeline
Dakota Wealth Management64,919$3.97M0.08%+3,15713F-HRTimeline
Valeo Financial Advisors, LLC64,499$3.95M0.1%+23,64713F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC64,287$3.94M0.2%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP63,693$3.9M0.09%+8,71613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC63,662$3.9M1.21%+24,64913F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding64,411$3.88M+6,495Timeline
683 Capital Management, LLCin group 683 Capital Management, LLC63,000$3.86M0.39%-47,00013F-HRTimelineGroup
Empowered Funds, LLC62,930$3.85M0.04%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP81,510$3.82M1.5%13F-HRTimeline
Capital Wealth Alliance, LLC62,278$3.81M2.05%+18,67913F-HRTimeline
Moors & Cabot, Inc.62,166$3.81M0.18%+2,06013F-HRTimeline
Park Edge Advisors, LLC62,028$3.8M0.97%+26,96913F-HRTimeline
Secure Asset Management, LLC61,281$3.75M0.7%+2,74713F-HRTimeline
Clark Capital Management Group, Inc.60,606$3.71M0.03%-4,37213F-HRTimeline
Belpointe Asset Management LLC60,313$3.69M0.15%+30,10013F-HRTimeline
GRIES FINANCIAL LLC58,847$3.6M0.66%-23,21213F-HRTimeline
BBR PARTNERS, LLC58,524$3.58M0.22%+1013F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.58,132$3.56M1.88%+50213F-HRTimeline
Activest Wealth Management57,410$3.51M0.85%+2,37413F-HRTimeline
CSS LLC/IL57,220$3.5M0.22%-67013F-HRTimeline
Bosman Wealth Management, LLC57,218$3.5M3.11%+20,22813F-HRTimeline
Ethos Financial Group, LLC57,068$3.49M0.3%+3,90813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…56,979$3.49M0.13%+1,84813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC56,612$3.47M0.11%+54,65013F-HR/ATimeline
Genesee Capital Advisors, LLC56,555$3.46M1.55%+92713F-HRTimeline
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC56,508$3.46M0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …56,063$3.43M0.08%+22,38113F-HRTimelineGroup
Waterloo Capital, L.P.56,018$3.43M0.28%new13F-HRTimeline
Bellecapital International Ltd.55,894$3.42M0.61%-9,01313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.55,444$3.39M0.97%+23313F-HRTimeline
Alpha Wave Global, LP55,373$3.39M0.37%new13F-HRTimeline
Aprio Wealth Management, LLC55,302$3.39M0.38%+16,78213F-HRTimeline
Ewing Morris & Co. Investment Partners …55,160$3.38M1.51%+8,46613F-HRTimeline
Baker Avenue Asset Management, LP54,960$3.36M0.1%+1,07613F-HRTimeline
SeaCrest Wealth Management, LLC54,673$3.35M0.36%+20,44013F-HRTimeline
HB Wealth Management, LLC54,384$3.33M0.03%+11,33713F-HRTimeline
EP Wealth Advisors, LLC54,355$3.33M0.02%+7,69013F-HRTimeline
Telligent Fund, LP54,000$3.31M3.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC53,771$3.29M0.03%+4,34513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC53,676$3.29M0.32%-5,87113F-HRTimeline
Baring Financial LLC53,266$3.26M2.43%+13,16613F-HRTimeline
AE Wealth Management LLC53,248$3.26M0.02%+30,22713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC52,873$3.24M1.99%-35713F-HRTimeline
Sageworth Trust Co52,836$3.23M0.18%+2,48813F-HRTimeline
Atria Investments, Inc52,724$3.23M0.04%+3,15913F-HRTimeline
DELTEC ASSET MANAGEMENT LLC52,650$3.22M0.57%+41,05113F-HRTimeline
Royal Harbor Partners, LLC52,469$3.21M1.17%new13F-HRTimeline
Simplicity Wealth,LLC52,080$3.19M0.13%-44,27213F-HRTimeline
CHOREO, LLC51,679$3.16M0.04%+1,22013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.51,276$3.14M2.42%+56513F-HRTimeline
Lansing Street Advisors51,136$3.13M0.93%+23,80013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.50,750$3.11M0.01%+25,84313F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC50,223$3.07M0.29%+2,94913F-HRTimeline
GAM Holding AGin group GAM Holding AG50,000$3.06M0.22%new13F-HRTimelineGroup
Alpha Zero LLC49,519$3.03M1.97%+12,73813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…49,298$3.02M0.1%+16,91013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,290$3.02M<0.01%+1,21713F-HRTimelineGroup
Palumbo Wealth Management LLC48,770$2.99M0.92%+27,66513F-HRTimeline
Transcendent Capital Group LLC48,260$2.95M1.52%+1,35213F-HRTimeline
Sequoia Financial Advisors, LLC48,259$2.95M0.02%+2,86113F-HRTimeline
JACKSON SQUARE CAPITAL, LLC48,194$2.95M0.66%new13F-HRTimeline
AFFINITY WEALTH LLC48,147$2.95M2.51%new13F-HRTimeline
Bulltick Wealth Management, LLC48,071$2.94M0.73%+40,89713F-HRTimeline
Convergence Financial, LLC47,528$2.91M0.5%+33,54113F-HRTimeline
ZEGA Investments, LLC47,319$2.9M0.73%+42,96213F-HRTimeline
Stelac Advisory Services LLC47,208$2.89M1.1%013F-HRTimeline
Larson Financial Group LLC47,110$2.88M0.12%+7,46613F-HRTimeline
Modus Advisors, LLC46,631$2.85M0.85%+32,93413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC45,937$2.81M<0.01%-1,06013F-HR/ATimelineGroup
RIVERSEDGE ADVISORS, LLC45,769$2.8M0.55%-16,75213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.45,755$2.8M2.08%+10,63013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,287$2.77M<0.01%+19313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP45,055$2.76M<0.01%-37,90613F-HRTimelineGroup
Northstar Advisory Group, LLC44,880$2.75M1.34%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44,404$2.72M0.01%+8,12513F-HRTimelineGroup
Sepio Capital, LP44,248$2.71M0.19%+3,87613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.43,781$2.68M0.04%+27,91213F-HRTimelineGroup
Jackson Hole Capital Partners, LLC43,552$2.67M0.49%013F-HRTimeline
Kingstone Capital Partners Texas, LLC43,109$2.64M1.72%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC42,692$2.61M0.16%-2,98013F-HRTimeline
Arax Advisory Partners42,667$2.61M0.12%+30,65613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC42,594$2.61M1.18%+9,70813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV37,877$2.59M1.22%-34313F-HRTimeline
World Investment Advisors42,096$2.58M0.06%+9,88513F-HRTimeline
J.W. COLE ADVISORS, INC.41,744$2.56M0.05%+17,32513F-HRTimeline
M Holdings Securities, Inc.41,715$2.55M0.44%+20,64713F-HRTimeline
Solstein Capital, LLC41,318$2.53M1.3%+7,03513F-HRTimeline
RFG Advisory, LLC41,218$2.52M0.06%+16,43813F-HRTimeline
INTEGRITY ALLIANCE, LLC.40,816$2.5M0.14%+4,69613F-HRTimeline
Avidian Wealth Enterprises, LLC40,574$2.48M0.1%+4,45713F-HRTimeline
Ion Asset Management Ltd.40,000$2.45M0.15%013F-HRTimeline
Integrated Advisors Network LLC39,730$2.43M0.11%+96913F-HRTimeline
Empower Advisory Group, LLC39,724$2.43M0.01%-7,83313F-HRTimeline
Finer Wealth Management, Inc.39,668$2.43M1.3%+22,87213F-HRTimeline
Parallel Advisors, LLC39,448$2.41M0.05%+3,68013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …39,071$2.39M0.16%+9,16013F-HR/ATimeline
Perigon Wealth Management, LLC38,841$2.38M0.06%+5,25213F-HRTimeline
Merit Financial Group, LLC38,680$2.37M0.03%+12,11413F-HRTimeline
NKCFO LLC38,000$2.33M0.97%+18,00013F-HRTimeline
Summit Trail Advisors, LLC37,669$2.31M0.04%+29,08613F-HRTimeline
Elios Financial Group Inc.37,608$2.3M1.04%new13F-HRTimeline
Ursa Fund Management, LLC37,600$2.3M5.75%+2,10013F-HRTimeline
Napean Trading & Investment Co (Singapo…37,476$2.29M0.61%013F-HRTimeline
Montz Harcus Wealth Management LLC37,452$2.29M1.11%013F-HRTimeline
INVESTMENT PARTNERS, LTD.37,447$2.29M0.87%+17,72813F-HRTimeline
Sterling Investment Advisors, Ltd.37,230$2.28M0.5%+1,75013F-HRTimeline
First National Trust Co36,398$2.23M0.08%+15,25213F-HRTimeline
Apeiron RIA LLC36,236$2.22M0.57%+1,89513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD36,022$2.2M0.03%+14,37013F-HRTimelineGroup
Sagace Wealth Management LLC35,931$2.2M1.64%new13F-HRTimeline
High Note Wealth, LLC35,904$2.2M0.5%+35,31613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC35,781$2.19M1.29%+7,70613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,657$2.18M0.06%+9,17913F-HRTimelineGroup
KM Capital Management Ltd.35,613$2.18M1.08%-6,19813F-HRTimeline
Phraction Management LLC35,600$2.18M0.7%+7,59813F-HRTimeline
HCR Wealth Advisors35,508$2.17M0.26%+3,24113F-HRTimeline