Skip to content
Disclosery

IBIT ISHARES BITCOIN TRUST ETF

Follow

SHS (fund), issuer CIK 1980994

1,613 managers (1,630 13F filers) reported a position in IBIT shares at 2025-09-30, 416,448,470 shares in all. 287 filers opened a position and 93 filers sold out during the quarter.

Managers
1,613
13F filers
1,630
New
287
Added
878
Reduced
246
Sold out
93
Shares held by filers
416,448,470

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Palumbo Wealth Management LLC142,047$9.23M2.95%+93,27713F-HRTimeline
IHT Wealth Management, LLC142,038$9.23M0.23%+8,87213F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT142,000$9.23M0.51%new13F-HRTimeline
MATAURO, LLC139,653$9.08M1.44%+14,46413F-HRTimeline
Signal Advisors Wealth, LLC138,943$9.03M0.82%+20,18213F-HRTimeline
Vigilare Wealth Management137,311$8.93M3.09%+41,62513F-HRTimeline
Permian Investment Partners, LP137,000$8.9M1.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…135,107$8.78M0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG134,993$8.77M<0.01%+25,84113F-HRTimelineGroup
X-Square Capital, LLC134,733$8.76M2.74%+5,26713F-HRTimeline
Concentrum Wealth Management133,870$8.7M2.51%+19,26913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP133,595$8.68M0.01%+19,82313F-HRTimelineGroup
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC132,640$8.62M0.02%+76,13213F-HRTimelineGroup
Maytree Asset Management Ltd131,179$8.53M7.67%new13F-HRTimeline
VCI Wealth Management LLC130,246$8.47M2.57%+6,53213F-HRTimeline
Tactive Advisors, LLC128,794$8.37M2.37%-70,54513F-HRTimeline
Massar Capital Management, LP128,545$8.36M2.99%+100,54513F-HRTimeline
Kingsview Wealth Management, LLC128,466$8.35M0.13%+29,86213F-HRTimeline
SCS Capital Management LLC127,683$8.3M0.09%+22,11813F-HRTimeline
360 Financial, Inc.82,326$8.23M2.66%new13F-HRTimeline
Silverleafe Capital Partners, LLC125,552$8.16M2.52%+97,79513F-HRTimeline
Pettinga Financial Advisors LLC125,219$8.14M1.59%+64113F-HRTimeline
Luxor Capital Group, LP123,775$8.05M1.1%-33,52513F-HRTimeline
Vishria Bird Financial Group, LLC123,700$8.04M1.58%-13413F-HRTimeline
Heirloom Wealth Management122,720$7.98M1.93%+8,14213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.122,385$7.96M0.01%+14,77513F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC121,790$7.92M3.98%+11,98813F-HRTimeline
Wealthspire Advisors, LLC121,367$7.89M0.04%+15,60813F-HRTimeline
VestGen Advisors, LLC120,026$7.8M0.26%+40,15313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp118,785$7.72M<0.01%+69,49513F-HRTimelineGroup
Andar Capital Management HK Ltd118,000$7.67M7.76%+28,00013F-HRTimeline
Cercano Management LLC117,140$7.61M0.29%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC114,133$7.42M0.09%+101,81813F-HR/ATimelineGroup
Riggs Asset Managment Co. Inc.114,066$7.41M1.61%+28,26513F-HRTimeline
Visionary Wealth Advisors112,583$7.32M0.34%+10,75813F-HRTimeline
WESBANCO BANK INC112,023$7.28M0.2%+7,22713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC110,800$7.2M0.01%-4,80013F-HRTimeline
Rakuten Group, Inc.in group Rakuten Group, Inc.109,918$7.14M0.47%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding108,822$7.07M+11,178Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG107,838$7.01M0.11%+11,44713F-HRTimelineGroup
Truvestments Capital LLC107,091$6.96M1.26%+74,52413F-HRTimeline
AE Wealth Management LLC106,738$6.94M0.04%+53,49013F-HRTimeline
Requisite Capital Management, LLC105,508$6.86M1.15%-26,31013F-HRTimeline
SIG BROKERAGE, LP105,266$6.84M1.72%new13F-HRTimeline
EPIQ PARTNERS, LLC104,991$6.82M3.23%+71913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC104,580$6.8M0.41%+1,84213F-HRTimeline
Bosman Wealth Management, LLC103,759$6.74M5.23%+46,54113F-HRTimeline
BRIDGER MANAGEMENT, LLC103,619$6.74M3.63%+20,50013F-HRTimeline
Geneva Partners, LLC103,634$6.73M2.46%+31,26813F-HRTimeline
EVOKE WEALTH, LLC102,101$6.64M0.14%+25,80913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC102,023$6.63M0.47%+5,42413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.101,838$6.62M0.06%+58,05713F-HRTimelineGroup
Lansing Street Advisors100,829$6.55M1.74%+49,69313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC99,084$6.44M0.05%+14,71413F-HRTimelineGroup
Steward Partners Investment Advisory, L…98,811$6.42M0.04%+68,86913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management98,213$6.38M0.22%+85,36813F-HRTimelineGroup
CWA Asset Management Group, LLC97,945$6.37M0.24%+6,19613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC97,317$6.33M0.01%+25,62313F-HRTimelineGroup
Vienna Asset Management LLC96,774$6.29M3.75%+11,15513F-HRTimeline
New Capital Management LP95,815$6.23M1.63%+1,28913F-HRTimeline
Upper Left Wealth Management, LLC95,755$6.22M3.91%-71813F-HRTimeline
Cobblestone Asset Management LLC95,486$6.21M2.84%+3,17113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC95,414$6.2M0.55%-8,15113F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…94,967$6.17M2.62%-11,41113F-HRTimelineGroup
QTR Family Wealth, LLC94,678$6.15M2.92%+4,07913F-HRTimeline
BNC WEALTH MANAGEMENT, LLC94,567$6.15M1.55%+17,39813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.93,986$6.11M0.02%+43,23613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV94,489$6.11M0.01%+27,36513F-HRTimeline
Family Manage LLC93,673$6.09M0.84%+65,17513F-HRTimeline
DELTEC ASSET MANAGEMENT LLC93,650$6.09M1%+41,00013F-HRTimeline
Avestar Capital, LLC93,570$6.08M0.43%+2,91513F-HRTimeline
Foundation Wealth Management, LLC92,921$6.04M3.86%+4,01113F-HRTimeline
Thomist Capital Management, LP92,900$6.04M1.88%new13F-HRTimeline
Garde Capital, Inc.92,669$6.02M0.3%+3,60013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC92,370$6M0.78%+4,75713F-HRTimeline
MGO ONE SEVEN LLC91,604$5.95M0.14%+12,26513F-HRTimeline
AKUNA SECURITIES LLC91,010$5.92M0.85%+80,75613F-HRTimeline
IPG Investment Advisors LLC90,388$5.88M1.05%+21,74613F-HRTimeline
Cranbrook Wealth Management, LLC89,188$5.8M1.16%new13F-HRTimeline
OBSIDIAN CIO, LLC88,389$5.75M0.75%+9,72413F-HRTimeline
Compound Planning, Inc.88,378$5.74M0.19%+73,55413F-HRTimeline
Simplicity Wealth,LLC87,365$5.68M0.33%+35,28513F-HRTimeline
Red Door Wealth Management, LLC87,018$5.66M0.6%-20,70313F-HRTimeline
Audent Global Asset Management, LLC86,863$5.65M4.11%new13F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC86,290$5.61M2.61%-36,20013F-HR/ATimelineGroup
Advyzon Investment Management, LLC85,967$5.59M0.96%-5,15813F-HRTimeline
Gainplan LLC85,497$5.56M2.36%-5,16413F-HRTimeline
Waratah Capital Advisors Ltd.83,529$5.43M0.37%-10,63513F-HRTimeline
Mill Creek Capital Advisors, LLC82,830$5.38M0.11%+12,01413F-HRTimeline
Financial Enhancement Group LLC76,550$5.36M0.72%-81913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.82,476$5.36M0.23%+11,40013F-HRTimelineGroup
Centurion Wealth Management LLC81,528$5.3M1.21%+8,73413F-HRTimeline
MAI Capital Management80,925$5.26M0.03%+15,22913F-HRTimeline
Sycale Advisors (NY) LLC78,800$5.12M1.58%+54,80013F-HRTimeline
Maridea Wealth Management LLC81,098$5.1M0.79%+14,25213F-HRTimeline
Compagnie Lombard Odier SCmA77,034$5.01M0.06%-27,97013F-HRTimeline
CENTAURUS FINANCIAL, INC.76,426$4.97M0.23%+8,80913F-HRTimeline
K2 PRINCIPAL FUND, L.P.76,100$4.95M0.52%-97,90013F-HRTimeline
Bellecapital International Ltd.75,229$4.89M0.79%+19,33513F-HRTimeline
Quinn Opportunity Partners LLC75,000$4.88M0.36%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP74,732$4.86M0.1%+11,03913F-HRTimeline
Catalyst Funds Management Pty Ltd73,990$4.81M0.73%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC73,622$4.79M0.12%new13F-HR/ATimelineGroup
Merit Financial Group, LLC73,236$4.76M0.04%+34,55613F-HR/ATimeline
PURE PORTFOLIOS HOLDINGS LLC72,604$4.72M1.48%+68313F-HRTimeline
Capital Wealth Alliance, LLC71,963$4.68M2.32%+9,68513F-HRTimeline
High Note Wealth, LLC71,584$4.65M0.93%+35,68013F-HRTimeline
Perigon Wealth Management, LLC70,142$4.56M0.09%+31,30113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…70,083$4.56M0.41%+2,47313F-HRTimeline
Consilium Wealth Advisory, LLC70,072$4.55M1.76%new13F-HRTimeline
Secure Asset Management, LLC68,076$4.54M0.75%+6,79513F-HRTimeline
Bull Oak Capital, LLC69,604$4.52M1.92%+1,08213F-HRTimeline
CSS LLC/IL68,980$4.48M0.27%+11,76013F-HRTimeline
Dakota Wealth Management68,744$4.47M0.09%+3,82513F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…68,199$4.43M0.15%+11,22013F-HRTimeline
BBR PARTNERS, LLC68,018$4.42M0.25%+9,49413F-HRTimeline
Park Edge Advisors, LLC67,881$4.41M1.02%+5,85313F-HRTimeline
Keebeck Wealth Management67,632$4.4M0.52%+29113F-HRTimeline
Summit Trail Advisors, LLC66,285$4.31M0.06%+28,61613F-HRTimeline
HB Wealth Management, LLC65,660$4.27M0.03%+11,27613F-HRTimeline
NFSG Corp65,516$4.26M0.64%+45,62013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd65,525$4.26M0.05%new13F-HRTimelineGroup
Waterloo Capital, L.P.65,490$4.26M0.32%+9,47213F-HRTimeline
Kingstone Capital Partners Texas, LLC64,924$4.22M2.45%+21,81513F-HR/ATimeline
GRIES FINANCIAL LLC64,503$4.19M0.66%+5,65613F-HRTimeline
Activest Wealth Management64,345$4.18M0.85%+6,93513F-HRTimeline
Quantinno Capital Management LP64,229$4.17M0.01%+29,12913F-HRTimeline
Beacon Pointe Advisors, LLC63,770$4.15M0.04%+9,99913F-HRTimeline
Fairbanks Capital Management, Inc.63,493$4.13M2.24%new13F-HRTimeline
Moors & Cabot, Inc.63,316$4.12M0.18%+1,15013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC63,302$4.11M1.16%-36013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC62,231$4.05M0.86%new13F-HRTimeline
Aprio Wealth Management, LLC62,162$4.04M0.4%+6,86013F-HRTimeline
Telligent Fund, LP62,000$4.03M3.44%+8,00013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …61,655$4.01M0.08%+5,59213F-HRTimelineGroup
UDINE WEALTH MANAGEMENT, INC.61,169$3.98M1.91%+3,03713F-HRTimeline
Baring Financial LLC61,124$3.97M2.71%+7,85813F-HRTimeline
Atria Investments, Inc59,476$3.87M0.04%+6,75213F-HRTimeline
Integrated Advisors Network LLC59,353$3.86M0.16%+19,62313F-HRTimeline
Solstein Capital, LLC59,181$3.85M1.76%+17,86313F-HRTimeline
Modus Advisors, LLC59,060$3.84M1.04%+12,42913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…58,726$3.82M0.12%+9,42813F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC58,445$3.8M0.11%+1,83313F-HRTimeline
Glaxis Capital Management, LLC58,300$3.79M6.29%+45,00013F-HRTimeline
Northstar Advisory Group, LLC58,206$3.78M1.54%+13,32613F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.58,115$3.78M2.53%+12,36013F-HRTimeline
Ethos Financial Group, LLC58,047$3.77M0.3%+97913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,841$3.76M0.06%-25,80513F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC57,529$3.74M1.8%-7,89613F-HRTimeline
RPO LLC57,200$3.72M4.67%-12,10013F-HRTimeline
Arete Wealth Advisors, LLC57,161$3.71M0.23%-13,17413F-HRTimeline
Parallax Volatility Advisers, L.P.55,982$3.64M0.11%-35,31913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.55,688$3.62M0.98%+24413F-HRTimeline
Belpointe Asset Management LLC55,492$3.61M0.14%-4,82113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC55,087$3.58M<0.01%+9,15013F-HRTimelineGroup
Sageworth Trust Co55,018$3.58M0.17%+2,18213F-HRTimeline
Ursa Fund Management, LLC55,000$3.58M6.93%+17,40013F-HRTimeline
Sequoia Financial Advisors, LLC54,175$3.52M0.02%+5,91613F-HRTimeline
Royal Harbor Partners, LLC54,167$3.52M1.19%+1,69813F-HRTimeline
Stelac Advisory Services LLC54,158$3.52M1.22%+6,95013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC54,064$3.51M1.98%+1,19113F-HRTimeline
Bulltick Wealth Management, LLC54,061$3.51M0.83%+5,99013F-HRTimeline
Permanens Capital L.P.53,878$3.5M0.52%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC53,520$3.48M1.84%+17,73913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC53,240$3.46M0.3%+3,01713F-HRTimeline
Alpha Zero LLC53,043$3.45M2%+3,52413F-HRTimeline
RIVERSEDGE ADVISORS, LLC52,947$3.44M0.58%+7,17813F-HRTimeline
Baker Avenue Asset Management, LP52,730$3.43M0.08%-2,23013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52,434$3.41M0.13%+27,59513F-HRTimelineGroup
CHOREO, LLC52,332$3.4M0.04%+65313F-HRTimeline
Lake Hills Wealth Management, LLC51,789$3.37M1.8%new13F-HRTimeline
Convergence Financial, LLC51,315$3.34M0.5%+3,78713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC51,174$3.33M1.21%+8,58013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …50,687$3.29M0.19%+11,61613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,456$3.28M<0.01%+5,16913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.50,004$3.25M0.06%+8,26013F-HRTimeline
Phraction Management LLC50,000$3.25M0.94%+14,40013F-HRTimeline
ROTHSCHILD INVESTMENT LLC49,261$3.2M0.18%+6,56913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC49,258$3.2M0.12%+22,04513F-HRTimelineGroup
Cavalier Investments, LLC49,000$3.19M1.28%new13F-HRTimeline
AFFINITY WEALTH LLC48,769$3.17M2.41%+62213F-HRTimeline
Avidian Wealth Enterprises, LLC48,311$3.14M0.12%+7,73713F-HRTimeline
Genesee Capital Advisors, LLC47,758$3.1M1.35%-8,79713F-HRTimeline
Transcendent Capital Group LLC47,732$3.1M1.39%-52813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,699$3.1M0.07%+14,73713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD46,373$3.01M0.04%+10,35113F-HRTimelineGroup
Ewing Morris & Co. Investment Partners …46,063$2.99M1.28%-9,09713F-HRTimeline
Vise Technologies, Inc.45,977$2.99M0.11%new13F-HRTimeline
Sepio Capital, LP45,674$2.97M0.18%+1,42613F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV45,300$2.94M1.85%+22,95013F-HRTimeline
CALIFORNIA FIRST LEASING CORP45,000$2.92M1.07%new13F-HRTimeline
Finer Wealth Management, Inc.44,624$2.9M1.45%+4,95613F-HRTimeline
Curi Capital, LLC44,580$2.9M0.05%+13,60213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …44,385$2.89M0.01%+4,66113F-HRTimelineGroup
Persistent Asset Partners Ltd44,200$2.87M2.08%-52,80013F-HR/ATimeline
LM Advisors LLC44,071$2.87M0.41%+29,41613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC44,064$2.86M1.13%+12,54713F-HRTimeline
Jackson Hole Capital Partners, LLC43,802$2.85M0.49%+25013F-HRTimeline
Clearstead Advisors, LLC43,611$2.83M0.04%+8,69713F-HRTimeline
Pine Valley Investments Ltd Liability Co43,111$2.8M0.15%+7,82113F-HRTimeline