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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,464 managers (1,479 13F filers) reported a position in IBIT shares at 2026-06-30, 346,070,720 shares in all. 113 filers opened a position and 195 filers sold out during the quarter.

Managers
1,464
13F filers
1,479
New
113
Added
583
Reduced
472
Sold out
195
Shares held by filers
346,070,720

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Collaborative Capital Advisors LLC50,100$1.67M1.05%13F-HRTimeline
Curi Capital, LLC49,930$1.66M0.03%-6,92813F-HRTimeline
Columbus Macro, LLC49,446$1.65M0.16%+4,73413F-HRTimeline
LexAurum Advisors, LLC49,333$1.64M0.19%+4,50013F-HRTimeline
K.J. Harrison & Partners Inc49,228$1.64M0.23%+30,00013F-HRTimeline
Tannin Capital LLC49,185$1.64M1.08%new13F-HRTimeline
Federation des caisses Desjardins du Qu…48,271$1.61M<0.01%+79813F-HRTimeline
Impact Partnership Wealth, LLC48,123$1.6M0.16%+5,53813F-HRTimeline
ROTHSCHILD INVESTMENT LLC47,898$1.59M0.06%-87413F-HRTimeline
Orland Properties Ltdin group Orland Properties Ltd47,825$1.59M0.79%013F-HRTimelineGroup
Ethos Financial Group, LLC45,628$1.59M0.11%+13,07613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC47,628$1.59M0.15%new13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV47,435$1.58M0.17%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,652$1.55M0.03%+1,43713F-HRTimeline
Key Client Fiduciary Advisors, LLC46,632$1.55M0.45%+23,13613F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.42,846$1.55M1.01%+4,13313F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC46,534$1.55M0.63%+21,89113F-HRTimeline
Avior Wealth Management, LLC46,471$1.55M0.04%+3,62713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC45,584$1.52M0.41%+1,29313F-HRTimeline
Modern Wealth Management, LLC45,553$1.52M0.02%+8,82513F-HRTimeline
DWM Financial Group, Inc.30,443$1.51M1.35%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.45,294$1.51M0.01%+36,91613F-HRTimelineGroup
Aptus Capital Advisors, LLC45,065$1.5M0.01%-21,41913F-HRTimeline
Gould Capital, LLC44,962$1.5M0.83%+19,11513F-HRTimeline
Boreal Capital Management LLC44,780$1.49M1.11%new13F-HRTimeline
ABOUND FINANCIAL, LLC44,632$1.49M0.59%+10,71513F-HRTimeline
HCR Wealth Advisors44,571$1.48M0.13%+2,44813F-HRTimeline
MBL Wealth, LLC44,260$1.47M0.1%+1,48313F-HRTimeline
Vestmark Advisory Solutions, Inc.44,185$1.47M0.01%+4,62313F-HRTimeline
Cassaday & Co Wealth Management LLC43,741$1.46M0.03%-1,48613F-HRTimeline
ADVISORTRUST PARTNERS, LLC43,714$1.46M0.5%+9,96413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …43,154$1.44M<0.01%-2,37613F-HRTimelineGroup
Aljian Capital Management, LLC43,131$1.44M0.27%-5,61313F-HRTimeline
Forum Finance Group S.A.52,416$1.41M0.51%-3,30713F-HRTimeline
Sage Mountain Advisors LLC42,325$1.41M0.09%+7,78613F-HRTimeline
Belpointe Asset Management LLC42,281$1.41M0.05%-25,53313F-HRTimeline
Pachira Investments Inc.42,248$1.41M0.53%+2,59113F-HRTimeline
RIA Advisory Group LLC42,178$1.4M0.31%-1,88213F-HRTimeline
INVESTMENT PARTNERS, LTD.42,162$1.4M0.44%013F-HRTimeline
Platform Technology Partners42,090$1.4M0.23%-1,54613F-HRTimeline
J.W. COLE ADVISORS, INC.42,011$1.4M0.02%-8,22613F-HRTimeline
Avidian Wealth Enterprises, LLC41,933$1.4M0.04%-9,85113F-HRTimeline
Solstein Capital, LLC41,848$1.39M0.48%-6013F-HRTimeline
SIMON QUICK ADVISORS, LLC41,711$1.39M0.06%-2,77313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…41,706$1.39M<0.01%+7,41713F-HRTimelineGroup
Meridian Wealth Management, LLC41,694$1.39M0.04%+14,91913F-HRTimeline
CORA CAPITAL ADVISORS LLC41,578$1.38M0.39%+5,37913F-HRTimeline
TSFG, LLC41,487$1.38M0.17%-90013F-HRTimeline
TME FINANCIAL, INC.41,476$1.38M0.85%+2,79813F-HRTimeline
Intesa Sanpaolo S.p.A.group of 2 filers holding41,023$1.37M-605,786Timeline
All Terrain Financial Advisors, LLC40,916$1.36M0.29%-56713F-HRTimeline
Montz Harcus Wealth Management LLC40,764$1.36M0.48%-18,21713F-HRTimeline
Genesee Capital Advisors, LLC40,622$1.35M0.43%-11,81213F-HRTimeline
NFSG Corp40,573$1.35M0.17%-7,65613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …40,550$1.35M0.07%-4,64613F-HRTimeline
Bullish40,000$1.33M0.75%013F-HRTimeline
PKS Advisory Services, LLC39,503$1.32M0.21%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC39,408$1.31M0.21%-15,91013F-HRTimeline
Powell Investment Advisors, LLC39,032$1.3M0.41%-13,84813F-HRTimeline
Quinn Opportunity Partners LLC39,000$1.3M0.06%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,995$1.3M<0.01%-7,34113F-HRTimelineGroup
KM Capital Management Ltd.38,830$1.29M0.61%-11,17313F-HRTimeline
SMITH, MOORE & CO.38,782$1.29M0.08%+1,80813F-HRTimeline
Financial Futures Ltd Liability Co.38,644$1.29M0.49%-6,63013F-HRTimeline
Sanchez Levi Garrett38,120$1.27M0.69%+3,11613F-HRTimeline
Strategic Wealth Partners, Ltd.38,051$1.27M0.08%-2,46313F-HRTimeline
Sepio Capital, LP37,955$1.26M0.06%-94,55313F-HRTimeline
Americana Partners, LLC37,929$1.26M0.03%-5,30913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV34,623$1.25M0.41%+1,30113F-HRTimeline
Spahn Wealth & Retirement LLC37,539$1.25M0.8%new13F-HRTimeline
Prime Capital Investment Advisors, LLC37,533$1.25M0.01%-6,85513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …37,510$1.25M0.01%+3,08213F-HRTimelineGroup
CX Institutional37,492$1.25M0.04%+1,81413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC37,307$1.24M0.06%+4213F-HRTimeline
RFG Advisory, LLC37,236$1.24M0.02%-9,73713F-HRTimeline
Silverleafe Capital Partners, LLC37,184$1.24M0.34%-12,07713F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV37,156$1.24M0.65%+22,51613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC36,753$1.22M0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC36,709$1.22M0.04%-71513F-HRTimeline
Orion Porfolio Solutions, LLC36,606$1.22M0.01%-3,16813F-HRTimeline
Kathmere Capital Management, LLC36,320$1.21M0.06%-7,34113F-HRTimeline
CARDIFF PARK ADVISORS, LLC36,246$1.21M0.09%+3,64313F-HRTimeline
Select Asset Management & Trust36,121$1.2M0.35%+89513F-HRTimeline
Objective Capital Management, LLC36,096$1.2M1.07%+6,38913F-HRTimeline
Eagle Strategies LLC36,051$1.2M0.12%+6,88613F-HRTimeline
Fonville Wealth Management LLC35,908$1.2M0.2%+1,31413F-HRTimeline
Arbor Wealth Management LLC\AZ35,748$1.19M1.06%+32013F-HRTimeline
Mayflower Financial Advisors, LLC35,711$1.19M0.1%+23,48513F-HRTimeline
ARS Investment Partners, LLC35,642$1.19M0.05%-1,80313F-HRTimeline
Sagace Wealth Management LLC35,592$1.18M0.75%-1,41013F-HRTimeline
Compass Financial Group, Inc. (Ohio)35,452$1.18M0.79%-4013F-HRTimeline
Revisor Wealth Management LLC35,199$1.17M0.28%+14,46113F-HRTimeline
Procyon Advisors, LLC35,076$1.17M0.05%-24,23013F-HRTimeline
LRI Investments, LLC35,000$1.17M0.09%+10,00513F-HRTimeline
GR FINANCIAL GROUP, LLC34,791$1.16M0.16%+22,24313F-HRTimeline
CHOREO, LLC34,717$1.16M0.01%-73313F-HRTimeline
SkyOak Wealth, LLC34,591$1.15M0.19%-24,48513F-HRTimeline
BRIGHTON JONES LLC34,577$1.15M0.02%+4,30213F-HRTimeline
Argos Wealth Advisors, LLC34,415$1.15M0.3%+4,36113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,414$1.15M0.01%+6,85813F-HRTimelineGroup
Simplicity Wealth,LLC34,397$1.15M0.04%-30,79413F-HRTimeline
SIGNATUREFD, LLC34,324$1.14M0.02%+8,24813F-HRTimeline
Wealth High Governance Asset Management…34,300$1.14M0.12%new13F-HRTimeline
Core Wealth Partners LLC34,230$1.14M0.49%+2,19013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.34,201$1.14M0.75%-35213F-HRTimeline
Legacy Advisors, LLC34,105$1.14M0.11%013F-HRTimeline
WMG Financial Advisors, LLC34,033$1.13M0.43%-15,85113F-HRTimeline
A4 Wealth Advisors LLC34,005$1.13M0.76%+7,45313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding33,989$1.13M-36,743Timeline
GROUP ONE TRADING LLC33,984$1.13M0.03%-36,51213F-HRTimeline
Independent Family Office, LLC33,850$1.13M0.45%013F-HRTimeline
Legacy Capital Wealth Partners, LLC33,781$1.12M0.22%013F-HRTimeline
CORDA Investment Management, LLC.33,760$1.12M0.07%+1,59813F-HRTimeline
Seal Cove Capital, LLC33,700$1.12M0.86%new13F-HRTimeline
Midwest Trust Co33,642$1.12M0.01%-61213F-HRTimeline
Sowell Financial Services LLC33,613$1.12M0.04%+12,25313F-HRTimeline
Prospect Financial Services LLC33,560$1.12M0.57%-84313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…33,534$1.12M0.02%new13F-HRTimelineGroup
Bienville Capital Management, LLC33,325$1.11M0.16%-117,87713F-HRTimeline
Arete Wealth Advisors, LLC33,135$1.1M0.07%-9,23413F-HR/ATimeline
Capital Investment Advisors, LLC33,040$1.1M0.01%+2,28913F-HRTimeline
Copia Wealth Management33,008$1.1M0.66%+1,94913F-HRTimeline
New Republic Capital, LLC32,968$1.1M0.25%+14,75113F-HRTimeline
Snowden Capital Advisors LLC32,609$1.09M0.03%+6,46613F-HRTimeline
NorthRock Partners, LLC32,542$1.08M0.02%-1,41613F-HRTimeline
Main Street Financial Solutions, LLC32,354$1.08M0.07%+5,42713F-HRTimeline
Daviman Financial, LLC32,323$1.08M0.59%-73613F-HRTimeline
Coastal Bridge Advisors, LLC32,270$1.07M0.07%+7,30113F-HRTimeline
MFG WEALTH MANAGEMENT, INC.32,233$1.07M0.77%+8,77613F-HRTimeline
First National Trust Co31,953$1.06M0.04%+57813F-HRTimeline
Quadrant Private Wealth Management, LLC31,814$1.06M0.24%+3,23513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,794$1.06M<0.01%-7013F-HRTimelineGroup
RED REEF ADVISORS LLC31,595$1.05M0.97%-3,29913F-HRTimeline
OpenArc Corporate Advisory, LLC31,583$1.05M0.01%-1,23713F-HRTimeline
Allworth Financial LP31,492$1.05M<0.01%-22,75013F-HRTimeline
Bull Harbor Capital LLC31,361$1.04M0.2%+2,21313F-HRTimeline
Ashton Thomas Private Wealth, LLC31,311$1.04M0.02%+3,52713F-HRTimeline
Paradiem, LLC31,217$1.04M0.22%+3,70513F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC31,115$1.04M0.31%+1,15513F-HRTimeline
QTR Family Wealth, LLC30,959$1.03M0.36%-25,95713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC30,877$1.03M0.02%+30513F-HRTimeline
Beaumont Financial Advisors, LLC30,827$1.03M0.07%-113F-HRTimeline
American Trust30,743$1.02M0.08%+14513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,678$1.02M<0.01%+15,29313F-HRTimelineGroup
Csenge Advisory Group30,641$1.02M0.04%-3,32013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC30,623$1.02M0.12%+2,48213F-HRTimeline
Counterweight Ventures, LLC30,544$1.02M0.51%-42013F-HRTimeline
Morse Asset Management, Inc30,435$1.01M0.17%013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC30,365$1.01M0.39%+2,02713F-HRTimeline
DOLIVER ADVISORS, LP30,313$1.01M0.23%+2,30513F-HRTimeline
Keystone Financial Group30,045$1M0.06%-613F-HRTimeline
Capricorn Fund Managers Ltd30,000$999K0.08%013F-HRTimeline
T3 Companies, LLCin group T3 Companies, LLC29,856$994K1.14%-1,29913F-HRTimelineGroup
MATTERS CAPITAL LLC29,673$988K0.69%+3,00013F-HRTimeline
Advyzon Investment Management, LLC29,501$982K0.07%+3,78413F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV29,497$982K0.01%013F-HRTimeline
Town Capital LLC29,477$981K0.62%+6,57313F-HRTimeline
DiPaolo Financial Group, Inc.28,975$965K0.63%+1,07013F-HRTimeline
Circle Wealth Management, LLC28,949$964K0.01%-4413F-HRTimeline
HUB Investment Partners, LLC28,903$962K0.02%+5,37513F-HRTimeline
Go Invest LLC28,707$956K0.22%+48913F-HRTimeline
E6 Portfolios, LLC28,371$944K0.75%+5,91213F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC28,273$941K2.65%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC28,102$936K0.26%+1,40013F-HRTimeline
Hurley Capital, LLC27,758$924K0.48%+1,34813F-HRTimeline
Brookwood Investment Group LLC27,755$924K0.11%-1,31013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC27,601$919K0.07%-30,80213F-HRTimeline
Permian Investment Partners, LP27,407$912K0.1%013F-HRTimeline
High Note Wealth, LLC27,394$912K0.16%-44,08913F-HRTimeline
Holos Integrated Wealth LLC25,190$911K0.43%+10,00013F-HRTimeline
BridgePort Financial Solutions, LLC27,205$906K0.23%+16113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC26,919$896K0.11%+2,34713F-HRTimeline
Private Wealth Asset Management, LLC26,732$890K0.09%+37513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp26,680$888K0.01%+2,61613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.26,600$886K<0.01%013F-HRTimelineGroup
Ackerman Capital Advisors, LLC26,613$886K0.18%+8,99713F-HRTimeline
Walser Wealth Management Company, A Ltd…26,563$884K0.37%-5,35613F-HRTimeline
Joel Isaacson & Co., LLC26,496$882K0.03%-1,10113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/26,405$879K0.28%-1,12513F-HRTimelineGroup
Heritage Family Offices, LLP26,359$877K0.34%-5,49813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.26,359$877K0.34%new13F-HRTimeline
Sterling Investment Advisors, Ltd.26,314$876K0.15%+21013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.26,196$872K0.01%-11,79113F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…26,065$868K0.12%+5,25013F-HRTimelineGroup
Western Wealth Management, LLC25,893$862K0.03%-88613F-HRTimeline
Mirador Capital Partners LP25,855$861K0.11%+1,03813F-HRTimeline
WORLD EQUITY GROUP, INC.25,780$858K0.19%+5,25013F-HRTimeline
Capital Advisor Network LLC25,612$853K1.07%new13F-HRTimeline
Howard Capital Management Group, LLC25,515$849K0.05%-27513F-HRTimeline
Cassia Capital Partners, LLC25,499$849K0.41%-1,17813F-HRTimeline
SVB WEALTH LLC25,466$848K0.05%-80813F-HRTimeline
United Advisor Group, LLC25,452$847K0.09%-11,94013F-HRTimeline
BIP Wealth, LLC25,429$847K0.02%-5,17013F-HRTimeline
Discipline Wealth Solutions, LLC25,387$845K0.07%+7,71213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …25,340$844K0.06%013F-HRTimelineGroup
Exit Wealth Advisors, LLC.25,160$838K0.38%-12413F-HRTimeline
Summit Trail Advisors, LLC25,027$833K0.01%-9,04013F-HRTimeline
Caprock Group, LLC25,000$832K0.02%013F-HRTimeline
Hamilton Capital Partners Inc.24,941$830K0.02%new13F-HRTimeline
Archer Investment Corp24,665$821K0.16%013F-HR/ATimeline