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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,103 managers (1,113 13F filers) reported a position in IBIT shares at 2024-12-31, 327,484,814 shares in all. 389 filers opened a position and 45 filers sold out during the quarter.

Managers
1,103
13F filers
1,113
New
389
Added
431
Reduced
120
Sold out
45
Shares held by filers
327,484,814

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wellington Shields Capital Management, …group of 2 filers holding23,160$1.23M+12,600Timeline
OneAscent Financial Services LLCgroup of 2 filers holding23,042$1.22M+16,414Timeline
C2P Capital Advisory Group, LLC d.b.a. …23,031$1.22M0.1%new13F-HR/ATimeline
Forvis Mazars Wealth Advisors, LLC22,998$1.22M0.03%+7,84313F-HRTimeline
Baring Financial LLC22,790$1.21M1.08%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…22,781$1.21M0.18%+6,63113F-HRTimeline
Altiora Financial Group, LLC22,638$1.2M0.26%+1,34613F-HRTimeline
Venture Visionary Partners LLC22,570$1.2M0.05%+12,88513F-HR/ATimeline
COLUMBIA ADVISORY PARTNERS LLC22,181$1.18M1.09%new13F-HRTimeline
Valeo Financial Advisors, LLC22,103$1.17M0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,865$1.16M<0.01%+8,25513F-HRTimelineGroup
Aprio Wealth Management, LLC21,854$1.16M0.17%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,718$1.15M0.01%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…21,575$1.15M0.23%new13F-HRTimelineGroup
Advisory Services Network, LLC21,523$1.14M0.02%-14,27513F-HRTimeline
CMG Global Holdings, LLC19,183$1.14M0.63%new13F-HRTimeline
Delta Investment Management, LLC21,313$1.13M0.22%+14,57413F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.20,894$1.11M0.13%new13F-HRTimeline
Archer Investment Corp20,713$1.1M0.29%+4,19213F-HRTimeline
Cape Investment Advisory, Inc.20,697$1.1M0.43%+2,28413F-HRTimeline
WORLD EQUITY GROUP, INC.20,620$1.09M0.23%+11,59313F-HRTimeline
Heck Capital Advisors, LLC20,596$1.09M0.13%new13F-HR/ATimeline
Clearstead Advisors, LLC20,583$1.09M0.02%+13,25313F-HRTimeline
IFC Advisors LLC20,450$1.08M0.24%13F-HRTimeline
BEACON FINANCIAL GROUP20,383$1.08M0.12%+1,39013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,328$1.08M<0.01%+1,23713F-HRTimelineGroup
Gould Capital, LLC20,291$1.08M0.75%-18713F-HRTimeline
Coastal Bridge Advisors, LLC20,274$1.08M0.27%new13F-HRTimeline
Lansing Street Advisors20,010$1.06M0.37%+6,86013F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/20,000$1.06M1.25%new13F-HRTimeline
FIFTH LANE CAPITAL, LP20,000$1.06M3.12%new13F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.19,659$1.04M0.64%-21013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding19,486$1.04M+5,367Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG19,548$1.04M0.02%new13F-HRTimelineGroup
BridgePort Financial Solutions, LLC21,869$1.04M0.47%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…19,383$1.03M<0.01%+7,87013F-HRTimelineGroup
Corps Capital Advisors, LLC19,136$1.02M1.03%13F-HRTimeline
Aptus Capital Advisors, LLC18,911$1M0.01%+4,37413F-HRTimeline
Generation Capital Management LLC18,895$1M0.86%13F-HRTimeline
Compound Planning, Inc.18,656$990K0.05%+5,46113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.18,553$984K0.43%new13F-HRTimeline
Garden State Investment Advisory Servic…18,456$979K0.3%new13F-HRTimeline
Rinkey Investments18,408$977K0.31%+5,39613F-HRTimeline
Schechter Investment Advisors, LLC18,243$968K0.07%-23,89013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.28,300$966K0.39%-4,50013F-HRTimeline
Ackerman Capital Advisors, LLC18,209$966K0.25%+35713F-HRTimeline
Gemmer Asset Management LLC18,165$964K0.09%-48313F-HRTimeline
WEDBUSH SECURITIES INC18,109$961K0.03%+3,51313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,005$955K0.03%+3,23013F-HRTimeline
Sloy Dahl & Holst, LLC17,891$949K0.12%+1,83513F-HRTimeline
OLD NATIONAL BANCORP /IN/17,833$946K0.02%+2,02013F-HRTimeline
AssuredPartners Investment Advisors, LLC17,794$944K0.18%13F-HRTimeline
Asset Allocation Strategies LLC17,028$939K0.23%-4,59213F-HRTimeline
Advyzon Investment Management, LLC17,678$938K0.36%13F-HRTimeline
Texas Capital Bank Wealth Management Se…17,567$932K0.1%013F-HRTimeline
Merit Financial Group, LLC17,500$928K0.02%new13F-HRTimeline
Private Capital Advisors, Inc.17,448$926K0.11%-14,55013F-HRTimeline
M Holdings Securities, Inc.17,442$925K0.15%+2,84013F-HR/ATimeline
Vienna Asset Management LLC17,232$914K0.62%-9,41013F-HRTimeline
NorthCoast Asset Management LLC17,170$911K<0.01%+2,60013F-HR/ATimeline
Andina Capital Management, LLC17,152$910K0.74%+9,72813F-HRTimeline
Evercore Wealth Management, LLC17,046$904K0.01%+3,54613F-HRTimeline
Hurley Capital, LLC16,117$902K0.73%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC16,741$888K0.01%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.16,645$883K0.2%-1,77013F-HRTimeline
First National Trust Co16,618$882K0.03%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,562$879K0.03%new13F-HRTimelineGroup
SteelPeak Wealth, LLC16,512$876K0.04%+4,06313F-HRTimeline
Prime Capital Investment Advisors, LLC16,422$871K0.01%+6,81713F-HRTimeline
Ethos Financial Group, LLC16,240$862K0.11%+9,34013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,239$861K0.05%+4,18613F-HRTimelineGroup
Kerrisdale Advisers, LLC16,205$860K0.29%013F-HRTimeline
UNIQUE WEALTH, LLC16,185$859K0.18%+1,61213F-HRTimeline
Chicago Partners Investment Group LLC16,041$856K0.03%-1,74613F-HRTimeline
BEARING POINT CAPITAL, LLC16,090$854K0.18%13F-HRTimeline
Pine Valley Investments Ltd Liability Co16,050$851K0.06%+6,29113F-HRTimeline
Q Fund Management (Hong Kong) Ltd16,000$849K0.89%13F-HRTimeline
Blackhawk Capital Partners, LLC15,931$845K0.44%+3,30213F-HRTimeline
Gilbert & Cook, Inc.15,864$842K0.12%+1,43813F-HRTimeline
Csenge Advisory Group15,761$836K0.05%-6,99613F-HRTimeline
DC Investments Management, LLC15,670$831K0.54%-20,17413F-HRTimeline
Ranch Capital Advisors Inc.15,602$828K0.39%-1,39313F-HRTimeline
PFG Investments, LLC15,548$825K0.05%+5,97313F-HRTimeline
Mesirow Financial Investment Management…15,378$816K0.02%+38813F-HRTimeline
Heritage Family Offices, LLP15,335$814K0.41%new13F-HRTimeline
BlueChip Wealth Advisors LLC15,217$807K0.45%+8,27913F-HRTimeline
ARS Investment Partners, LLC15,200$806K0.07%new13F-HRTimeline
Global Strategic Investment Solutions, …15,185$806K0.09%+1,00013F-HRTimeline
Americana Partners, LLC15,158$804K0.03%+1,02013F-HRTimeline
Powell Investment Advisors, LLC15,154$804K0.37%+6,70913F-HRTimeline
LexAurum Advisors, LLC15,151$804K0.16%+2,35813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…15,115$802K0.08%new13F-HRTimeline
HUB Investment Partners, LLC15,108$801K0.03%+1,02513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC15,005$796K0.04%new13F-HRTimelineGroup
Orvieto Partners, L.P.15,000$796K0.67%13F-HRTimeline
Key Client Fiduciary Advisors, LLC14,974$794K0.36%+8,52213F-HRTimeline
Schorn Wealth LLC14,956$793K0.26%new13F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.14,950$793K0.73%13F-HRTimeline
LWM Advisory Services, LLC14,875$789K0.55%013F-HRTimeline
Coston, McIsaac & Partners14,864$788K0.23%+1,24513F-HRTimeline
Independent Family Office, LLC14,825$786K0.41%+2,92513F-HRTimeline
Howard Capital Management Group, LLC14,800$785K0.05%new13F-HRTimeline
AE Wealth Management LLC14,722$781K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.14,681$779K0.03%new13F-HRTimeline
Kagan Cocozza Asset Management14,640$777K0.64%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC14,622$776K0.03%+18913F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/14,581$774K0.79%+2,41713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC14,550$772K0.61%-3,17013F-HRTimeline
OneDigital Investment Advisors LLC14,536$771K0.01%+5,10213F-HRTimeline
Tamar Securities, LLC14,472$768K0.11%+1,61613F-HRTimeline
J.Safra Asset Management Corp14,192$760K0.06%new13F-HRTimeline
Avitas Wealth Management LLC14,324$760K0.11%-39213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…14,324$760K0.02%013F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC14,320$760K0.3%013F-HRTimeline
Birch Hill Investment Advisors LLC14,300$759K0.04%-1,50013F-HRTimeline
Mirador Capital Partners LP14,262$757K0.14%+4,20513F-HRTimeline
SIMON QUICK ADVISORS, LLC14,082$747K0.04%+1013F-HRTimeline
Mountain Lake Investment Management LLC14,000$745K0.86%new13F-HRTimeline
CCM INVESTMENT ADVISERS LLC13,885$744K0.08%+6,14013F-HRTimeline
MUHLENKAMP & CO INC14,010$743K0.23%+1013F-HRTimeline
INVESTMENT PARTNERS, LTD.13,980$742K0.31%new13F-HRTimeline
Silverleafe Capital Partners, LLC13,840$734K0.23%new13F-HRTimeline
Black Swift Group, LLC13,800$732K0.16%+3,10013F-HRTimeline
Smithfield Trust Co13,732$729K0.04%013F-HRTimeline
1832 Asset Management L.P.13,706$727K<0.01%-1,64913F-HRTimeline
Atria Wealth Solutions, Inc.13,645$724K0.01%new13F-HRTimeline
Avior Wealth Management, LLC13,639$724K0.03%+11,78513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,597$721K0.01%+2,73313F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK13,527$718K0.02%-1,98413F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC13,525$718K0.06%+15513F-HRTimeline
Commonwealth Retirement Investments LLC13,500$716K0.29%+2,50013F-HRTimeline
BRIGHTON JONES LLC13,405$711K0.02%new13F-HR/ATimeline
LM Advisors LLC13,305$706K0.13%013F-HR/ATimeline
Douglass Winthrop Advisors, LLC13,300$706K0.01%+7,73213F-HRTimeline
Busey Bank13,279$704K0.02%new13F-HRTimeline
Caitlin John, LLC13,260$703K0.48%+10,90513F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC13,245$703K0.7%13F-HRTimeline
Accel Wealth Management13,209$701K0.27%-6113F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC13,127$696K0.58%013F-HRTimelineGroup
Perennial Investment Advisors, LLC13,119$696K0.08%new13F-HRTimeline
Atria Investments, Inc12,914$685K0.01%-2,53413F-HRTimeline
Modera Wealth Management, LLC12,783$678K0.01%-55613F-HRTimeline
HRT FINANCIAL LP12,780$677K<0.01%-20,89613F-HRTimeline
Quadcap Wealth Management, LLC12,668$672K0.1%+3,38513F-HRTimeline
Fortis Capital Management LLC12,667$672K0.12%+3,49313F-HRTimeline
Bristlecone Advisors, LLC12,610$669K0.05%new13F-HRTimeline
Smith Anglin Financial, LLC12,545$666K0.06%+6,10813F-HRTimeline
CAP Partners, LLC12,494$663K0.47%+1,35013F-HRTimeline
COMERICA BANK12,463$661K<0.01%+3,68013F-HR/ATimeline
Palumbo Wealth Management LLC12,397$658K0.25%new13F-HRTimeline
FAS Wealth Partners, Inc.12,371$656K0.06%+3,26413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC12,357$656K0.15%+1,00713F-HRTimeline
Strategic Wealth Partners, Ltd.11,941$654K0.05%new13F-HRTimeline
IFP Advisors, Inc12,318$653K0.02%+8,51713F-HRTimeline
Cypress Wealth Services, LLC12,303$653K0.13%+4,93813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,274$651K0.05%+3,89613F-HRTimelineGroup
Fortitude Financial, LLC12,258$650K0.36%13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV12,102$642K0.22%new13F-HRTimeline
Orion Porfolio Solutions, LLC12,087$641K0.01%+3,98613F-HRTimeline
Orion Portfolio Solutions, LLC12,087$641K0.01%+3,98613F-HRTimeline
WP Advisors, LLC12,003$637K0.21%new13F-HRTimeline
Pettinga Financial Advisors LLC11,981$636K0.14%+3,35113F-HRTimeline
Perennial Advisors, LLC11,934$633K0.14%13F-HRTimeline
Clay Northam Wealth Management, LLC11,925$633K0.41%+2,33013F-HRTimeline
Walkner Condon Financial Advisors LLC11,898$631K0.13%-40013F-HRTimeline
Leo Wealth, LLC11,894$631K0.06%new13F-HRTimeline
DeDora Capital, Inc.11,824$627K0.17%+50613F-HRTimeline
Dynamic Advisor Solutions LLC11,796$626K0.03%+4,96813F-HRTimeline
SIGNATUREFD, LLC11,765$624K0.01%+7,48213F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,745$623K0.07%13F-HRTimeline
Sepio Capital, LP11,744$623K0.05%new13F-HRTimeline
PHILADELPHIA TRUST CO11,711$621K0.05%013F-HRTimeline
DDD Partners, LLC11,664$619K0.08%-4,28813F-HRTimeline
Grant Street Asset Management, Inc.11,656$618K0.16%+1,15613F-HRTimeline
Wealth Watch Advisors, INC11,635$617K0.38%13F-HRTimeline
Wedmont Private Capital11,418$615K0.03%new13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV11,584$615K0.09%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,565$614K0.02%new13F-HRTimeline
Ausdal Financial Partners, Inc.11,535$612K0.05%new13F-HRTimeline
Keystone Financial Group11,426$606K0.06%new13F-HRTimeline
Commonwealth Financial Services, LLC11,407$605K0.12%013F-HRTimeline
Friday Financial11,399$605K0.42%13F-HRTimeline
Wick Capital Partners, LLC11,396$605K0.18%new13F-HR/ATimeline
Claro Advisors Inc.11,277$598K0.08%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,232$596K<0.01%new13F-HRTimelineGroup
Global Assets Advisory, LLC10,752$595K0.33%-65213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments11,220$595K0.04%+613F-HRTimelineGroup
Black Diamond Financial, LLC11,097$589K0.09%+1,50013F-HRTimeline
Modus Advisors, LLC11,000$584K0.18%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.10,972$582K0.08%new13F-HRTimeline
NWAM LLC10,904$578K0.04%+1,66013F-HRTimeline
J.W. COLE ADVISORS, INC.10,838$575K0.02%new13F-HRTimeline
SAM Advisors, LLC10,768$571K0.21%-1,42513F-HRTimeline
IRON Financial LLC10,742$570K0.32%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC10,738$570K0.05%+1,75113F-HRTimeline
GSG Advisors LLC10,609$563K0.18%+55013F-HRTimeline
Colony Family Offices, LLC10,545$559K0.18%new13F-HRTimeline
Masso Torrence Wealth Management Inc.10,505$557K0.29%+50613F-HRTimeline
Invst, LLC10,485$556K0.07%new13F-HRTimeline
Mosley Wealth Management9,341$554K0.34%+23113F-HRTimeline