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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,542 managers (1,556 13F filers) reported a position in IBIT shares at 2026-03-31, 343,258,069 shares in all. 133 filers opened a position and 247 filers sold out during the quarter.

Managers
1,542
13F filers
1,556
New
133
Added
772
Reduced
398
Sold out
247
Shares held by filers
343,258,069

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SkyBridge Capital II, LLC149,916$5.76M43.85%-59,68313F-HRTimeline
Steward Partners Investment Advisory, L…147,218$5.66M0.03%+57,94713F-HRTimeline
Signal Advisors Wealth, LLC147,080$5.65M0.39%-6,73713F-HRTimeline
Cranbrook Wealth Management, LLC146,714$5.64M1.15%+11,50113F-HRTimeline
Waverly Advisors, LLC146,269$5.62M0.04%+75,79113F-HRTimeline
Estate Planners Group, LLC145,728$5.6M2.69%+8,75413F-HRTimeline
Beacon Pointe Advisors, LLC145,249$5.58M0.03%-48,61513F-HRTimeline
Alamea Verwaltungs GmbH144,892$5.57M4.12%013F-HRTimeline
Yarbrough Capital, LLC142,284$5.47M0.19%-458,54113F-HRTimeline
Wealthspire Advisors, LLC142,193$5.46M0.04%+17,09113F-HRTimeline
Truvestments Capital LLC139,100$5.34M0.96%+12,49413F-HRTimeline
Bulltick Wealth Management, LLC138,428$5.32M1.17%+42,29313F-HRTimeline
Dynasty Wealth Management, LLC134,666$5.17M0.05%new13F-HRTimeline
K2 PRINCIPAL FUND, L.P.133,822$5.14M0.54%+76,50013F-HRTimeline
Maytree Asset Management Ltd133,689$5.14M3.63%+14,19413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC133,140$5.12M2.25%-2,76913F-HR/ATimeline
FORTE ASSET MANAGEMENT LLC132,895$5.11M2.24%+34,97213F-HRTimeline
Sepio Capital, LP132,508$5.09M0.28%+44,89813F-HRTimeline
Spartan Wealth Advisory Services LLC132,182$5.08M0.44%13F-HRTimeline
Dynamic Advisor Solutions LLC131,997$5.07M0.16%+30,37413F-HRTimeline
EVOKE WEALTH, LLC131,790$5.06M0.09%+10,97913F-HRTimeline
Pettinga Financial Advisors LLC131,777$5.06M0.95%+12,15013F-HRTimeline
Perigon Wealth Management, LLC129,810$4.99M0.09%+5,91213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP127,212$4.89M<0.01%-14,58513F-HRTimelineGroup
Palumbo Wealth Management LLC126,068$4.84M1.18%+75,45213F-HRTimeline
AE Wealth Management LLC125,551$4.82M0.03%+6,02013F-HRTimeline
Compound Planning, Inc.125,229$4.81M0.15%+17,50213F-HRTimeline
Bellecapital International Ltd.124,241$4.77M0.86%+33,75213F-HR/ATimeline
Financial Enhancement Group LLC107,387$4.72M0.59%+28,41513F-HRTimeline
Arkadios Wealth Advisors122,751$4.72M0.08%+97713F-HRTimeline
New Capital Management LP121,723$4.68M1.15%+23,99113F-HRTimeline
Turim 21 Investimentos Ltda.121,192$4.66M1.17%+92,29413F-HRTimeline
WESBANCO BANK INC120,317$4.62M0.13%+60213F-HRTimeline
Concentrum Wealth Management119,971$4.61M1.36%-7,30413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP119,498$4.59M0.01%+25,90413F-HRTimelineGroup
Clearstead Advisors, LLC118,593$4.56M0.04%+53,17613F-HRTimeline
MILLBANK DARTMOOR PORTSMOUTH LLC118,200$4.54M2.95%new13F-HRTimeline
EFG International AGin group EFG International AG118,178$4.54M0.1%+19,75713F-HRTimelineGroup
Avestar Capital, LLC117,940$4.53M0.31%-123,98813F-HRTimeline
Requisite Capital Management, LLC117,270$4.51M0.84%+31,91713F-HRTimeline
Cercano Management LLC117,140$4.5M0.19%013F-HRTimeline
MGO ONE SEVEN LLC116,462$4.47M0.09%+10,01913F-HRTimeline
Family Manage LLC115,137$4.42M0.53%+5,65613F-HRTimeline
Benson Wealth Management INC115,114$4.42M6.05%-10,10913F-HRTimeline
Vise Technologies, Inc.88,717$4.4M0.09%013F-HRTimeline
Secure Asset Management, LLC114,338$4.39M0.7%+42,55313F-HRTimeline
Clear Point Advisors Inc.60,648$4.35M3.39%new13F-HRTimeline
Rakuten Group, Inc.in group Rakuten Group, Inc.109,918$4.22M0.16%013F-HRTimelineGroup
EPIQ PARTNERS, LLC108,091$4.15M1.94%+8613F-HRTimeline
Jaffetilchin Investment Partners, LLC107,414$4.13M0.25%-47,45213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC106,727$4.1M<0.01%+16,66313F-HRTimelineGroup
Vienna Asset Management LLC104,199$4M3.16%-30,85013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC103,661$3.98M0.01%+15,10413F-HRTimelineGroup
Proficio Capital Partners LLC103,045$3.96M0.21%-132,90913F-HRTimeline
Aprio Wealth Management, LLC102,650$3.94M0.22%+49,45513F-HRTimeline
Visionary Wealth Advisors102,598$3.94M0.17%-17,02813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC99,412$3.82M0.02%-17,13913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP99,162$3.81M0.08%-3,77213F-HRTimeline
HB Wealth Management, LLC97,881$3.76M0.02%+21,56713F-HRTimeline
EP Wealth Advisors, LLC97,695$3.75M0.02%+2,26813F-HRTimeline
Foundation Wealth Management, LLC97,118$3.73M2.52%+21,48913F-HRTimeline
Capital Wealth Alliance, LLC96,738$3.72M1.68%+11,04313F-HRTimeline
NTV Asset Management LLC96,266$3.7M0.41%-117,99513F-HRTimeline
Allie Family Office LLC96,132$3.69M1.61%+82,22713F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…94,316$3.62M0.04%+5,40213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…93,868$3.61M0.02%+4,18413F-HRTimelineGroup
IFP Advisors, Inc93,534$3.59M0.07%-10,43913F-HRTimeline
X-Square Capital, LLC92,495$3.55M1.2%-15013F-HRTimeline
Bosman Wealth Management, LLC91,154$3.5M3.08%+4,81713F-HRTimeline
Centurion Wealth Management LLC91,036$3.5M0.79%+7,90213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC90,446$3.47M0.03%new13F-HRTimeline
Financial Sense Advisors, Inc.90,108$3.46M0.7%-412,30513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …89,489$3.44M0.07%+10,11613F-HRTimelineGroup
AFFINITY WEALTH LLC89,287$3.43M2.19%+26,95913F-HRTimeline
CWA Asset Management Group, LLC88,753$3.41M0.12%-9,59313F-HRTimeline
Rathbones Group PLC88,399$3.4M0.01%013F-HR/ATimeline
World Investment Advisors88,344$3.39M0.05%+13,75913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC88,132$3.39M0.64%+21,92913F-HRTimeline
AlphaStar Capital Management, LLC88,091$3.38M0.25%+26,38413F-HRTimeline
NKCFO LLC87,500$3.36M1%+26,50013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC87,401$3.36M1.15%+16,34213F-HRTimeline
Atria Investments, Inc86,733$3.33M0.04%-25,93813F-HRTimeline
Valeo Financial Advisors, LLC86,630$3.33M0.08%+4,25113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC86,584$3.33M0.27%+27,97613F-HRTimeline
Clare Market Investments LLC85,765$3.3M0.69%13F-HRTimeline
Abacus Planning Group, Inc.85,257$3.28M0.44%new13F-HRTimeline
Archer Investment Management, LLC84,634$3.25M1.37%+69,10413F-HRTimeline
Alpha Zero LLC84,035$3.23M1.63%+25,57613F-HRTimeline
Sageworth Trust Co83,412$3.2M0.14%+10,16513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD83,316$3.2M0.04%+25,93213F-HRTimelineGroup
BRIDGER MANAGEMENT, LLC83,119$3.19M2.5%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…82,732$3.18M0.1%+20,20713F-HR/ATimelineGroup
Waterloo Capital, L.P.82,263$3.16M0.22%+10,33513F-HRTimeline
Audent Global Asset Management, LLC82,175$3.16M3.15%-14,81813F-HRTimeline
Apeiron RIA LLC81,469$3.13M0.73%+15,02413F-HRTimeline
Garde Capital, Inc.81,193$3.12M0.19%-75,95313F-HRTimeline
WIT, LLC80,970$3.11M0.06%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC80,915$3.11M0.13%-268,36313F-HRTimelineGroup
Tactive Advisors, LLC80,071$3.08M0.87%-7,69013F-HRTimeline
Bull Oak Capital, LLC79,783$3.07M1.18%+4,38113F-HRTimeline
Red Door Wealth Management, LLC79,661$3.06M0.32%-2,09013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…79,442$3.05M0.09%+6,70913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,155$3.04M0.02%+3,80413F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC79,005$3.04M0.24%-11,05713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC78,034$3M0.77%+11,95913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC77,883$2.99M0.04%+36,37613F-HRTimelineGroup
Cobblestone Asset Management LLC77,539$2.98M1.34%-21,79313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC77,450$2.98M0.09%+18,59413F-HR/ATimeline
W.G. Shaheen & Associates DBA Whitney &…76,788$2.95M0.25%-61513F-HRTimeline
Mill Creek Capital Advisors, LLC75,523$2.9M0.06%-3,06313F-HRTimeline
BBR PARTNERS, LLC75,489$2.9M0.16%-26,64713F-HRTimeline
Phraction Management LLC75,200$2.89M0.75%+19,60013F-HRTimeline
Step Capital Management Pte. Ltd.75,000$2.88M1.16%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…74,695$2.87M0.09%-2,72113F-HRTimeline
IPG Investment Advisors LLC74,563$2.86M0.49%-31,79613F-HRTimeline
OneDigital Investment Advisors LLC74,408$2.86M0.03%+31,68213F-HRTimeline
Chicago Partners Investment Group LLC63,264$2.83M0.06%+9,69613F-HRTimeline
Manatuck Hill Partners, LLC72,800$2.8M0.92%+57,80013F-HRTimeline
NavPoint Financial, Inc.71,946$2.76M1.12%+17,21813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV71,902$2.76M<0.01%-232,33213F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.71,681$2.75M0.11%+27,05613F-HRTimelineGroup
High Note Wealth, LLC71,483$2.75M0.54%-1,65813F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.71,471$2.75M1.34%+6,71313F-HRTimeline
Finer Wealth Management, Inc.71,374$2.74M1.38%+14,94813F-HRTimeline
Howard Capital Management, LLC71,288$2.74M0.04%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC60,992$2.73M0.87%-43313F-HRTimeline
Dakota Wealth Management70,889$2.72M0.06%-7,60113F-HR/ATimeline
MATRIX PRIVATE CAPITAL GROUP LLC70,800$2.72M1.31%+2,62713F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding70,732$2.72M+34,496Timeline
Keebeck Wealth Management70,711$2.72M0.31%-3,45413F-HRTimeline
PROMETHIUM ADVISORS,LLC70,670$2.72M1.41%+66,18013F-HRTimeline
Regent Peak Wealth Advisors LLC70,663$2.71M0.55%+9,55113F-HRTimeline
Convergence Financial, LLC70,506$2.71M0.29%+6,92913F-HRTimeline
GROUP ONE TRADING LLC70,496$2.71M0.09%new13F-HRTimeline
Broussard Financial Group LLC70,478$2.71M2.17%+29,58813F-HRTimeline
M Holdings Securities, Inc.60,916$2.71M0.18%+2,36113F-HRTimeline
Lauer Wealth, LLC66,824$2.7M2.16%+20,92813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.69,976$2.69M0.67%+15,00213F-HRTimeline
MATAURO, LLC69,386$2.67M0.39%-139,20713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC69,337$2.66M0.06%+62,28113F-HRTimeline
Sequoia Financial Advisors, LLC69,295$2.66M0.01%+10413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,734$2.64M<0.01%+6,30813F-HRTimelineGroup
Corecam AG68,550$2.63M2.37%013F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding68,423$2.63M+28,027Timeline
Ursa Fund Management, LLC68,000$2.61M7.99%+10,80013F-HRTimeline
Ausdal Financial Partners, Inc.67,831$2.61M0.12%+6,25413F-HRTimeline
Belpointe Asset Management LLC67,814$2.61M0.1%+30,95913F-HRTimeline
Wedmont Private Capital63,951$2.58M0.08%+15,03913F-HRTimeline
COATUE MANAGEMENT LLCin group COATUE MANAGEMENT LLC67,226$2.58M0.01%013F-HRTimelineGroup
Activest Wealth Management66,850$2.57M0.45%-25,93113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC66,726$2.56M0.3%-5,59213F-HRTimeline
Aptus Capital Advisors, LLC66,484$2.55M0.02%-5,46513F-HRTimeline
Transcendent Capital Group LLC66,003$2.54M1.16%+17,12913F-HRTimeline
Bison Wealth, LLC55,621$2.51M0.24%+4,87513F-HRTimeline
Simplicity Wealth,LLC65,191$2.5M0.14%-4,08113F-HRTimeline
BlueCrest Capital Management Ltd65,000$2.5M0.23%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC64,734$2.49M1.12%+25,58013F-HRTimeline
Moors & Cabot, Inc.63,823$2.45M0.1%-2,77813F-HRTimeline
CSS LLC/IL62,811$2.41M0.13%+43,17713F-HRTimeline
QTR Family Wealth, LLC56,916$2.4M1%-35,05813F-HRTimeline
Hippocratic Financial Advisors, LLC62,389$2.4M1.05%+15,64013F-HRTimeline
Quantinno Capital Management LP62,366$2.4M<0.01%-4,61013F-HRTimeline
Compagnie Lombard Odier SCmA62,222$2.39M0.03%+2,19413F-HRTimeline
Kingstone Capital Partners Texas, LLC61,977$2.38M1.47%-1,59013F-HRTimeline
SIG BROKERAGE, LP61,522$2.36M0.67%+46,20013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding55,006$2.35M-304,643Timeline
U.S. Capital Wealth Advisors, LLC61,141$2.35M0.06%+27,12113F-HRTimeline
Alliance Wealth Advisors, LLC /UT61,112$2.35M0.51%+29,73913F-HRTimeline
GFS Advisors, LLC61,034$2.34M0.3%+14,62013F-HR/ATimeline
Sivia Capital Partners, LLC60,852$2.34M0.45%-7,01913F-HRTimeline
Amtrust Financial Services, Inc.60,800$2.34M0.78%+25,80013F-HRTimeline
Kapstone Financial Advisors LLC60,413$2.32M1.14%+19,44813F-HRTimeline
San Luis Wealth Advisors LLC59,833$2.3M0.38%+35,10813F-HRTimeline
Parallel Advisors, LLC59,672$2.29M0.04%+10,43213F-HR/ATimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.59,505$2.29M0.39%+29,45013F-HRTimelineGroup
Procyon Advisors, LLC59,306$2.28M0.11%-168,29813F-HRTimeline
SkyOak Wealth, LLC59,076$2.27M0.42%+41,11513F-HRTimeline
Montz Harcus Wealth Management LLC58,981$2.27M0.92%+16,15013F-HRTimeline
Cornerstone Advisory, LLC58,773$2.26M0.21%+8,93813F-HRTimeline
KM Capital Management Ltd.50,003$2.26M1.52%+5,16813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC58,403$2.24M0.17%+7,50013F-HRTimeline
WCG Wealth Advisors LLC58,229$2.24M0.06%+31,88313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK57,861$2.22M0.01%+19,04513F-HRTimelineGroup
Venture Visionary Partners LLC57,618$2.21M0.07%+32,34013F-HRTimeline
CENTAURUS FINANCIAL, INC.57,559$2.21M0.11%-38,05613F-HRTimeline
WEDBUSH SECURITIES INC57,281$2.2M0.06%+13,16813F-HRTimeline
JTC Employer Solutions Trustee Ltd57,216$2.2M0.18%+60013F-HRTimeline
SteelPeak Wealth, LLC57,040$2.19M0.07%+18,99013F-HRTimeline
Curi Capital, LLC56,858$2.18M0.04%+3,82713F-HRTimeline
Baring Financial LLC56,616$2.18M1.33%-2,21013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…56,132$2.16M0.03%+83013F-HRTimelineGroup
EQUITABLE TRUST CO56,007$2.15M0.1%+29,89713F-HRTimeline
&PARTNERS55,980$2.15M0.01%+35,51213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC55,318$2.13M0.39%+29,85413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC55,112$2.12M1.14%+93913F-HR/ATimeline
SCS Capital Management LLC55,084$2.12M0.02%-1,23313F-HRTimeline
Sharkey, Howes & Javer54,287$2.09M0.28%+22,17713F-HRTimeline
Allworth Financial LP54,242$2.08M0.01%+5,00013F-HRTimeline
Powell Investment Advisors, LLC52,880$2.03M0.7%+18,35613F-HRTimeline
Blue Sky Capital Consultants Group, Inc.52,583$2.02M0.96%-17,89213F-HRTimeline