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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,654 managers (1,667 13F filers) reported a position in IBIT shares at 2025-12-31, 379,693,163 shares in all. 150 filers opened a position and 240 filers sold out during the quarter.

Managers
1,654
13F filers
1,667
New
150
Added
794
Reduced
395
Sold out
240
Shares held by filers
379,693,163

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Signal Advisors Wealth, LLC153,817$7.64M0.61%+14,87413F-HRTimeline
VCI Wealth Management LLC152,033$7.55M2.1%+21,78713F-HRTimeline
Evolution Wealth Advisors, LLC148,686$7.38M0.74%-28,63613F-HRTimeline
Advisory Services Network, LLC145,909$7.24M0.1%-36,62813F-HRTimeline
PEAK6 LLCin group PEAK6 LLC145,262$7.21M0.2%+71,64013F-HR/ATimelineGroup
Qube Research & Technologies Ltd144,812$7.19M0.01%+127,22213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG143,515$7.13M0.12%+35,67713F-HRTimelineGroup
T3 Companies, LLCin group T3 Companies, LLC143,335$7.12M9.12%13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP141,797$7.04M0.01%+8,20213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC138,763$6.89M0.33%+34,18313F-HRTimeline
Estate Planners Group, LLC136,974$6.8M2.95%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC135,909$6.75M3.1%+14,11913F-HRTimeline
Cranbrook Wealth Management, LLC135,213$6.71M1.32%+46,02513F-HRTimeline
Vienna Asset Management LLC135,049$6.71M3.8%+38,27513F-HRTimeline
Silverleafe Capital Partners, LLC133,413$6.62M1.97%+7,86113F-HRTimeline
Paragon Advisors, LLC133,016$6.6M1.79%-360,28813F-HRTimeline
Heirloom Wealth Management130,153$6.46M1.49%+7,43313F-HRTimeline
Concentrum Wealth Management127,275$6.32M1.76%-6,59513F-HRTimeline
Truvestments Capital LLC126,606$6.29M1.14%+19,51513F-HRTimeline
Benson Wealth Management INC125,223$6.22M6.92%13F-HRTimeline
Wealthspire Advisors, LLC125,102$6.21M0.05%+3,73513F-HRTimeline
Perigon Wealth Management, LLC123,898$6.15M0.11%+53,75613F-HRTimeline
Evercore Wealth Management, LLC122,252$6.07M0.09%+92,41113F-HRTimeline
Arkadios Wealth Advisors121,774$6.05M0.12%-82,51913F-HRTimeline
EVOKE WEALTH, LLC120,811$6M0.12%+18,71013F-HRTimeline
WESBANCO BANK INC119,715$5.94M0.16%+7,69213F-HRTimeline
Pettinga Financial Advisors LLC119,627$5.94M1.13%-5,59213F-HRTimeline
Visionary Wealth Advisors119,626$5.94M0.27%+7,04313F-HRTimeline
AE Wealth Management LLC119,531$5.93M0.03%+12,79313F-HRTimeline
Maytree Asset Management Ltd119,495$5.93M4.4%-11,68413F-HRTimeline
Modus Advisors, LLC117,516$5.83M1.54%+58,45613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC117,317$5.82M0.47%+21,90313F-HRTimeline
Cercano Management LLC117,140$5.82M0.22%013F-HRTimeline
HRT FINANCIAL LP116,873$5.8M0.02%+91,05013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC116,551$5.79M0.02%-61,46513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp116,210$5.77M<0.01%-2,57513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding113,847$5.65M+5,025Timeline
MAI Capital Management112,922$5.61M0.03%+31,99713F-HRTimeline
Atria Investments, Inc112,671$5.59M0.06%+53,19513F-HRTimeline
Upper Left Wealth Management, LLC112,108$5.57M3.39%+16,35313F-HRTimeline
VestGen Advisors, LLC111,920$5.56M0.24%-8,10613F-HRTimeline
Rakuten Group, Inc.in group Rakuten Group, Inc.109,918$5.46M0.24%013F-HRTimelineGroup
Family Manage LLC109,481$5.44M0.69%+15,80813F-HRTimeline
EPIQ PARTNERS, LLC108,005$5.36M2.5%+3,01413F-HRTimeline
Compound Planning, Inc.107,727$5.35M0.16%+19,34913F-HRTimeline
MGO ONE SEVEN LLC106,443$5.28M0.11%+14,83913F-HRTimeline
IPG Investment Advisors LLC106,359$5.28M0.93%+15,97113F-HRTimeline
Integrated Wealth Concepts LLC104,886$5.21M0.06%-75,68713F-HRTimeline
IFP Advisors, Inc103,973$5.16M0.12%+69,74613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP102,934$5.11M0.1%+28,20213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.102,350$5.08M0.02%+8,36413F-HRTimelineGroup
BBR PARTNERS, LLC102,136$5.07M0.27%+34,11813F-HRTimeline
Dynamic Advisor Solutions LLC101,623$5.05M0.16%+60,50313F-HRTimeline
FFG Partners, LLC101,325$5.03M1.46%-81,23213F-HRTimeline
Cobblestone Asset Management LLC99,332$4.93M2.21%+3,84613F-HRTimeline
EFG International AGin group EFG International AG98,421$4.89M0.09%13F-HRTimelineGroup
CWA Asset Management Group, LLC98,346$4.88M0.18%+40113F-HRTimeline
FORTE ASSET MANAGEMENT LLC97,923$4.86M2.21%+40,39413F-HRTimeline
New Capital Management LP97,732$4.85M1.22%+1,91713F-HRTimeline
Audent Global Asset Management, LLC96,993$4.82M3.05%+10,13013F-HRTimeline
Bulltick Wealth Management, LLC96,135$4.77M1.01%+42,07413F-HRTimeline
MSA Advisors, LLC95,670$4.75M1.19%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.95,615$4.75M0.22%+19,18913F-HRTimeline
EP Wealth Advisors, LLC95,427$4.74M0.02%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP93,594$4.65M0.01%+43,13813F-HRTimelineGroup
Parallax Volatility Advisers, L.P.93,057$4.62M0.14%+37,07513F-HRTimeline
Activest Wealth Management92,781$4.61M0.86%+28,43613F-HRTimeline
X-Square Capital, LLC92,645$4.6M1.51%-42,08813F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…90,900$4.51M0.54%-4,06713F-HRTimelineGroup
Bellecapital International Ltd.90,489$4.49M0.8%+15,26013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC90,064$4.47M<0.01%+34,97713F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC90,062$4.47M0.35%-11,96113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…89,684$4.45M0.03%+61,10513F-HRTimelineGroup
Steward Partners Investment Advisory, L…89,271$4.43M0.02%-9,54013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…88,914$4.41M0.05%+31,07313F-HRTimelineGroup
Vise Technologies, Inc.88,717$4.4M0.09%+42,74013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC88,557$4.4M0.01%-8,76013F-HRTimelineGroup
Rathbones Group PLC88,399$4.39M0.02%+81,85513F-HR/ATimeline
Tactive Advisors, LLC87,761$4.36M1.28%-41,03313F-HRTimeline
Sepio Capital, LP87,610$4.35M0.24%+41,93613F-HRTimeline
Bosman Wealth Management, LLC86,337$4.29M3.52%-17,42213F-HRTimeline
Requisite Capital Management, LLC85,353$4.24M0.8%-20,15513F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP84,509$4.2M0.24%-294,87613F-HRTimelineGroup
Centurion Wealth Management LLC83,134$4.13M0.91%+1,60613F-HRTimeline
BRIDGER MANAGEMENT, LLC83,119$4.13M2.65%-20,50013F-HRTimeline
Valeo Financial Advisors, LLC82,379$4.09M0.09%+43,34913F-HRTimeline
Clark Capital Management Group, Inc.82,074$4.07M0.03%new13F-HRTimeline
Red Door Wealth Management, LLC81,751$4.06M0.42%-5,26713F-HRTimeline
Financial Enhancement Group LLC78,972$4.04M0.53%+2,42213F-HRTimeline
WIT, LLC80,970$4.02M0.08%new13F-HRTimeline
Sassicaia Capital Advisers LLC80,000$3.97M8.7%+38,00013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …79,373$3.94M0.08%+17,71813F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC78,832$3.91M1.18%+6,22813F-HRTimeline
Mill Creek Capital Advisors, LLC78,586$3.9M0.08%-4,24413F-HRTimeline
Dakota Wealth Management78,490$3.9M0.07%+9,74613F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…77,416$3.84M0.13%+9,21713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…77,403$3.84M0.31%+7,32013F-HRTimeline
HB Wealth Management, LLC76,314$3.79M0.02%+10,65413F-HRTimeline
Foundation Wealth Management, LLC75,629$3.76M2.48%-17,29213F-HRTimeline
Bull Oak Capital, LLC75,402$3.74M1.53%+5,79813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC75,351$3.74M0.03%-23,73313F-HRTimelineGroup
Step Capital Management Pte. Ltd.75,000$3.72M1.97%13F-HRTimeline
World Investment Advisors74,585$3.7M0.06%+36,36713F-HR/ATimeline
Keebeck Wealth Management74,165$3.68M0.42%+6,53313F-HRTimeline
Merit Financial Group, LLC74,016$3.67M0.03%+78013F-HRTimeline
Catalyst Funds Management Pty Ltd73,990$3.67M0.85%013F-HRTimeline
Sageworth Trust Co73,247$3.64M0.16%+18,22913F-HRTimeline
High Note Wealth, LLC73,141$3.63M0.71%+1,55713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…72,733$3.61M0.11%+14,00713F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC72,318$3.59M0.46%-20,05213F-HRTimeline
Cavalier Investments, LLC72,190$3.58M1.11%+23,19013F-HRTimeline
QTR Family Wealth, LLC91,974$3.58M1.58%-2,70413F-HRTimeline
Aptus Capital Advisors, LLC71,949$3.57M0.03%+50,21213F-HRTimeline
Waterloo Capital, L.P.71,928$3.57M0.26%+6,43813F-HRTimeline
Secure Asset Management, LLC71,785$3.56M0.56%+3,70913F-HRTimeline
Howard Capital Management, LLC71,288$3.54M0.05%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC71,059$3.53M1.41%+35,68913F-HRTimeline
Waverly Advisors, LLC70,478$3.5M0.03%+28,98613F-HRTimeline
Blue Sky Capital Consultants Group, Inc.70,475$3.5M1.53%+30,26013F-HRTimeline
Simplicity Wealth,LLC69,272$3.44M0.21%-18,09313F-HRTimeline
Capital Wealth Alliance, LLC85,695$3.44M1.47%+13,73213F-HRTimeline
Sequoia Financial Advisors, LLC69,191$3.44M0.02%+15,01613F-HRTimeline
Corecam AG68,550$3.4M3.42%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC68,173$3.38M1.72%+14,65313F-HRTimeline
Sivia Capital Partners, LLC67,871$3.37M0.68%+48,68713F-HRTimeline
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC67,226$3.34M0.01%-65,41413F-HR/ATimelineGroup
Quantinno Capital Management LP66,976$3.33M0.01%+2,74713F-HRTimeline
Moors & Cabot, Inc.66,601$3.31M0.14%+3,28513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC66,203$3.29M0.64%+3,97213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC66,075$3.28M0.86%+2,77313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA65,529$3.25M<0.01%-1,406,66813F-HRTimelineGroup
Clearstead Advisors, LLC65,417$3.25M0.04%+21,80613F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.64,758$3.21M1.52%+3,58913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC64,392$3.2M0.07%+31,08413F-HRTimeline
Convergence Financial, LLC63,577$3.16M0.46%+12,26213F-HRTimeline
Kingstone Capital Partners Texas, LLC63,567$3.16M1.84%-1,35713F-HRTimeline
Fairbanks Capital Management, Inc.63,433$3.15M1.74%-6013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV63,032$3.13M1.98%+17,73213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…62,525$3.1M0.11%+10,09113F-HRTimelineGroup
Titiun Yejiel62,500$3.1M3.82%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,426$3.1M<0.01%+31,09313F-HRTimelineGroup
AFFINITY WEALTH LLC62,328$3.09M2.12%+13,55913F-HRTimeline
Telligent Fund, LP62,000$3.08M3.42%013F-HRTimeline
AlphaStar Capital Management, LLC61,707$3.06M0.22%+26,15713F-HRTimeline
Ausdal Financial Partners, Inc.61,577$3.06M0.14%-104,56213F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC61,425$3.05M1.07%+17,36113F-HRTimeline
Regent Peak Wealth Advisors LLC61,112$3.03M0.6%+51,66913F-HRTimeline
NKCFO LLC61,000$3.03M0.88%+28,00013F-HRTimeline
Apeiron RIA LLC66,445$3.02M0.61%+24,87513F-HRTimeline
Compagnie Lombard Odier SCmA60,028$2.98M0.03%-17,00613F-HRTimeline
Prime Capital Investment Advisors, LLC59,999$2.98M0.04%+23,53413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP59,414$2.95M<0.01%+38,43013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC58,856$2.92M0.08%+41113F-HRTimeline
Baring Financial LLC58,826$2.92M1.78%-2,29813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC58,608$2.91M0.24%+5,36813F-HRTimeline
M Holdings Securities, Inc.58,555$2.91M0.21%new13F-HRTimeline
Alpha Zero LLC58,459$2.9M1.59%+5,41613F-HRTimeline
Permian Investment Partners, LP58,407$2.9M0.33%-78,59313F-HRTimeline
Stelac Advisory Services LLC57,815$2.87M1.01%+3,65713F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.57,685$2.86M1.71%-43013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD57,384$2.85M0.03%+11,01113F-HRTimelineGroup
K2 PRINCIPAL FUND, L.P.57,322$2.85M0.29%-18,77813F-HRTimeline
Ursa Fund Management, LLC57,200$2.84M0.24%+2,20013F-HRTimeline
Great Point Wealth Advisors, LLC57,041$2.83M0.52%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd56,616$2.81M0.19%-359,34513F-HRTimeline
Finer Wealth Management, Inc.56,426$2.8M1.36%+11,80213F-HRTimeline
SCS Capital Management LLC56,317$2.8M0.03%-71,36613F-HRTimeline
Phraction Management LLC55,600$2.76M0.74%+5,60013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…55,302$2.75M0.04%+19,51613F-HRTimelineGroup
Pallas Capital Advisors LLC55,221$2.74M0.09%+44,30613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.54,974$2.73M0.68%-71413F-HRTimeline
NavPoint Financial, Inc.54,728$2.72M1.16%+49,80113F-HRTimeline
Chicago Partners Investment Group LLC53,568$2.72M0.07%+18,20613F-HRTimeline
LFG Wealth Partners, LLC54,599$2.71M1.73%13F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC54,590$2.71M1.02%-31,70013F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC54,562$2.71M0.1%+6,25113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC54,173$2.69M1.46%+10913F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC53,930$2.68M1.62%13F-HRTimeline
CHOREO, LLC53,624$2.67M0.03%+1,29213F-HRTimeline
Baker Avenue Asset Management, LP53,724$2.67M0.06%+99413F-HRTimeline
Orion Porfolio Solutions, LLC53,722$2.67M0.02%+15,23413F-HRTimeline
Aprio Wealth Management, LLC53,195$2.64M0.15%-8,96713F-HRTimeline
Curi Capital, LLC53,031$2.63M0.05%+8,45113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …52,926$2.63M0.16%+2,23913F-HRTimeline
Genesee Capital Advisors, LLC52,746$2.62M1.05%+4,98813F-HRTimeline
Massar Capital Management, LP52,696$2.62M0.51%-75,84913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC52,244$2.59M0.06%+13,88913F-HRTimelineGroup
Q Fund Management (Hong Kong) Ltd52,000$2.58M2.42%-237,94713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …51,581$2.56M0.01%+7,19613F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC50,903$2.53M0.19%-166,19513F-HRTimeline
Wedmont Private Capital48,912$2.52M0.09%+19,54013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…50,628$2.51M0.68%+10,91213F-HRTimelineGroup
Palumbo Wealth Management LLC50,616$2.51M0.62%-91,43113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC50,350$2.5M0.04%-503,34013F-HRTimelineGroup
NFSG Corp50,348$2.5M0.39%-15,16813F-HRTimeline
Cornerstone Advisory, LLC49,835$2.47M0.24%+13,27413F-HRTimeline
Allworth Financial LP49,242$2.44M0.01%+8,05513F-HRTimeline
Parallel Advisors, LLC49,240$2.44M0.04%+7,05813F-HRTimeline
ROTHSCHILD INVESTMENT LLC49,196$2.44M0.13%-6513F-HRTimeline
Gem Investment Advisors, LLC49,157$2.44M2.31%13F-HRTimeline