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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,178 managers (1,189 13F filers) reported a position in IBIT shares at 2025-03-31, 274,598,129 shares in all. 220 filers opened a position and 134 filers sold out during the quarter.

Managers
1,178
13F filers
1,189
New
220
Added
610
Reduced
222
Sold out
134
Shares held by filers
274,598,129

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bellwether Advisors, LLC26,283$1.23M0.26%+1313F-HRTimeline
Elevate Capital Advisors, LLC26,031$1.22M1.13%-5,99413F-HRTimeline
Mountain Capital Investment Advisors In…22,585$1.2M0.26%-29813F-HRTimeline
Mirador Capital Partners LP25,574$1.2M0.21%+11,31213F-HRTimeline
Pine Valley Investments Ltd Liability Co25,550$1.2M0.08%+9,50013F-HRTimeline
Howard Capital Management Group, LLC25,525$1.19M0.09%+10,72513F-HRTimeline
Copia Wealth Management25,464$1.19M1.1%+1,63613F-HRTimeline
DIVERSIFIED TRUST CO25,175$1.18M0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,951$1.17M<0.01%-11,99413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,941$1.17M0.03%+17,44313F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.24,907$1.17M<0.01%new13F-HRTimelineGroup
Private Capital Advisors, Inc.24,880$1.16M0.14%+7,43213F-HRTimeline
RFG Advisory, LLC24,780$1.16M0.03%-29,01413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding24,760$1.16M+1,600Timeline
Formidable Asset Management, LLC24,658$1.15M0.19%+8513F-HRTimeline
Principia Wealth Advisory, LLC24,585$1.15M1.11%-5,30113F-HRTimeline
Brookwood Investment Group LLC24,581$1.15M0.2%13F-HRTimeline
J.W. COLE ADVISORS, INC.24,419$1.14M0.04%+13,58113F-HRTimeline
Diametric Capital, LP24,344$1.14M1.36%-6,45513F-HRTimeline
TSFG, LLC24,339$1.14M0.23%+21,76813F-HRTimeline
NorthCoast Asset Management LLC24,209$1.13M0.01%+7,03913F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC24,194$1.13M0.01%+10,59713F-HR/ATimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…23,671$1.13M0.17%+89013F-HRTimeline
Hippocratic Financial Advisors, LLC24,015$1.12M0.67%+19,52313F-HRTimeline
Whalen Wealth Management Inc.23,911$1.12M0.75%+18,66013F-HRTimeline
SteelPeak Wealth, LLC23,531$1.1M0.05%+7,01913F-HRTimeline
Objective Capital Management, LLC23,463$1.1M1.4%-12,01713F-HRTimeline
AE Wealth Management LLC23,021$1.08M0.01%+8,29913F-HRTimeline
Independent Family Office, LLC22,575$1.06M0.56%+7,75013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC22,420$1.05M0.6%+18,03813F-HRTimeline
IEQ CAPITAL, LLC22,415$1.05M0.01%+17,65713F-HRTimeline
Coastal Bridge Advisors, LLC22,224$1.04M0.09%+1,95013F-HR/ATimeline
LCM Capital Management Inc22,210$1.04M0.61%new13F-HRTimeline
Cape Investment Advisory, Inc.22,069$1.03M0.41%+1,37213F-HRTimeline
BEARING POINT CAPITAL, LLC22,020$1.03M0.22%+5,93013F-HRTimeline
All Terrain Financial Advisors, LLC21,973$1.03M0.4%+15,80013F-HRTimeline
BridgePort Financial Solutions, LLC21,954$1.03M0.46%+8513F-HRTimeline
Advyzon Investment Management, LLC21,895$1.02M0.36%+4,21713F-HRTimeline
IFC Advisors LLC21,764$1.02M0.21%+1,31413F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding21,897$1.02M+2,411Timeline
Deane Retirement Strategies, Inc.21,720$1.02M0.48%+21,61113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD21,652$1.01M0.02%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,531$1.01M0.06%+5,29213F-HRTimelineGroup
Delta Investment Management, LLC21,521$1.01M0.2%+20813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC21,413$1M0.05%+6,40813F-HRTimelineGroup
RIA Advisory Group LLC21,354$1000K0.33%-5,48213F-HRTimeline
Altiora Financial Group, LLC21,283$996K0.21%-1,35513F-HRTimeline
MRWM Advisors, LLC21,280$996K0.69%new13F-HRTimeline
Cambridge Financial Group, LLC21,129$993K0.42%new13F-HRTimeline
OneDigital Investment Advisors LLC21,200$992K0.01%+6,66413F-HRTimeline
First National Trust Co21,146$990K0.04%+4,52813F-HRTimeline
Palumbo Wealth Management LLC21,105$988K0.33%+8,70813F-HRTimeline
FIRST UNITED BANK & TRUST21,080$987K0.37%-5,41513F-HRTimeline
M Holdings Securities, Inc.21,068$986K0.16%+3,62613F-HRTimeline
Archer Investment Corp21,030$984K0.26%+31713F-HRTimeline
Compound Planning, Inc.21,018$984K0.04%+2,36213F-HRTimeline
Venture Visionary Partners LLC21,006$983K0.04%-1,56413F-HRTimeline
BlueChip Wealth Advisors LLC20,832$975K0.48%+5,61513F-HRTimeline
AlphaCore Capital LLC20,338$952K0.08%new13F-HRTimeline
FineMark National Bank & Trust20,227$947K0.03%+10,08913F-HRTimeline
Aptus Capital Advisors, LLC20,020$937K0.01%+1,10913F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/20,000$936K1.83%013F-HRTimeline
NKCFO LLC20,000$936K0.44%-10,00013F-HRTimeline
Altura Wealth Advisors Inc.19,728$923K0.61%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.19,719$923K0.38%+5,73913F-HRTimeline
Thomist Capital Management, LP19,400$923K0.39%new13F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.19,579$916K0.62%-8013F-HRTimeline
Impact Partnership Wealth, LLC19,578$916K0.2%-132,26013F-HRTimeline
Caitlin John, LLC19,550$915K0.9%+6,29013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC18,800$907K0.55%+14,17013F-HRTimeline
Financial Advocates Investment Manageme…19,376$907K0.06%-4,20913F-HRTimeline
Maia Wealth LLC18,728$904K0.21%+12,80213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…19,202$899K<0.01%-18113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.19,198$899K<0.01%-1,13013F-HRTimelineGroup
Corps Capital Advisors, LLC19,136$896K0.94%013F-HRTimeline
Vantage Investment Partners, LLC19,132$896K0.08%new13F-HRTimeline
Orion Porfolio Solutions, LLC19,024$890K0.01%+6,93713F-HRTimeline
Orion Portfolio Solutions, LLC19,024$890K0.01%+6,93713F-HR/ATimeline
FWG Holdings, LLC16,405$889K0.44%new13F-HRTimeline
Avior Wealth Management, LLC18,985$889K0.03%+5,34613F-HRTimeline
Schorn Wealth LLC18,916$885K0.29%+3,96013F-HRTimeline
Sloy Dahl & Holst, LLC18,828$881K0.15%+93713F-HRTimeline
Choate Investment Advisors18,776$879K0.02%new13F-HRTimeline
Fonville Wealth Management LLC18,637$872K0.26%new13F-HRTimeline
Heck Capital Advisors, LLC18,604$871K0.1%-1,99213F-HRTimeline
Douglass Winthrop Advisors, LLC18,567$869K0.02%+5,26713F-HRTimeline
Heritage Family Offices, LLP18,413$862K0.44%+3,07813F-HRTimeline
Generation Capital Management LLC18,347$859K0.77%-54813F-HRTimeline
Busey Bank18,270$855K0.03%+4,99113F-HRTimeline
McElhenny Sheffield Capital Management,…18,269$855K0.32%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,233$853K0.03%+22813F-HRTimeline
TME FINANCIAL, INC.18,195$852K0.74%+7,89513F-HRTimeline
AlphaStar Capital Management, LLC18,069$846K0.09%new13F-HRTimeline
Evercore Wealth Management, LLC18,046$845K0.01%+1,00013F-HRTimeline
Csenge Advisory Group17,498$844K0.05%+1,73713F-HRTimeline
Dauntless Investment Group, LLC18,000$843K3.11%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LexAurum Advisors, LLC17,987$842K0.16%+2,83613F-HRTimeline
Garden State Investment Advisory Servic…17,960$841K0.27%-49613F-HRTimeline
Powell Investment Advisors, LLC17,863$836K0.41%+2,70913F-HRTimeline
OLD NATIONAL BANCORP /IN/17,833$835K0.02%013F-HRTimeline
Capasso Planning Partners LLC17,723$830K0.35%-7,27813F-HRTimeline
Vanguard Capital Wealth Advisors17,575$823K1.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Texas Capital Bank Wealth Management Se…17,567$822K0.08%013F-HRTimeline
Hurley Capital, LLC17,517$820K0.62%+1,40013F-HRTimeline
Sovereign Financial Group, Inc.17,470$818K0.19%+82513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC17,458$817K0.04%+12,08013F-HRTimeline
ARS Investment Partners, LLC15,200$806K0.07%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…17,100$801K0.59%+9,22513F-HRTimeline
Keystone Financial Group17,086$800K0.08%+5,66013F-HRTimeline
PFG Investments, LLC17,040$798K0.05%+1,49213F-HRTimeline
Wedmont Private Capital16,587$791K0.04%+5,16913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC16,885$790K0.32%+2,56513F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC16,848$789K0.44%+9,90613F-HRTimeline
Finer Wealth Management, Inc.16,796$786K0.47%+12,04313F-HRTimeline
Key Client Fiduciary Advisors, LLC16,647$779K0.36%+1,67313F-HRTimeline
Asset Allocation Strategies LLC16,555$775K0.19%-47313F-HRTimeline
Americana Partners, LLC16,481$771K0.03%+1,32313F-HRTimeline
Smith Anglin Financial, LLC16,269$762K0.08%+3,72413F-HRTimeline
Gould Capital, LLC16,264$761K0.53%-4,02713F-HRTimeline
BEACON FINANCIAL GROUP16,206$759K0.08%-4,17713F-HRTimeline
Traynor Capital Management, Inc.16,057$752K0.06%-63,39313F-HRTimeline
UNIQUE WEALTH, LLC15,986$748K0.14%-19913F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…15,970$748K0.08%+85513F-HRTimeline
Pinnacle Financial Partners Inc15,930$746K0.02%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.15,869$743K0.01%-1,599,86213F-HRTimelineGroup
HUB Investment Partners, LLC15,863$743K0.03%+75513F-HRTimeline
Gladstone Institutional Advisory LLC15,806$740K0.03%+7,28213F-HRTimeline
Altman Advisors, Inc.13,821$740K0.34%new13F-HRTimeline
Sound Financial Strategies Group, LLC15,792$739K0.66%new13F-HRTimeline
Leo Wealth, LLC15,578$729K0.1%+3,68413F-HRTimeline
Almanack Investment Partners, LLC.15,571$729K0.14%-24,71913F-HRTimeline
Claro Advisors Inc.15,550$728K0.1%+4,27313F-HRTimeline
IFP Advisors, Inc15,513$726K0.02%+3,19513F-HRTimeline
Coston, McIsaac & Partners15,523$726K0.21%+65913F-HRTimeline
Redhawk Wealth Advisors, Inc.15,409$721K0.1%+4,43713F-HRTimeline
Lauer Wealth, LLC13,300$721K0.56%+6,95013F-HRTimeline
Tamar Securities, LLC15,403$721K0.1%+93113F-HRTimeline
Perennial Investment Advisors, LLC15,306$716K0.08%+2,18713F-HRTimeline
Accel Wealth Management15,281$715K0.26%+2,07213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.15,278$715K0.32%-3,27513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,235$713K0.26%+3,13313F-HRTimeline
Friday Financial14,389$711K0.43%+2,99013F-HRTimeline
Bison Wealth, LLC14,489$710K0.07%new13F-HRTimeline
J2 Capital Management Inc15,152$709K0.65%+6,85213F-HRTimeline
GM Advisory Group, LLC15,118$708K0.04%+5,67413F-HRTimeline
HBK Sorce Advisory LLC15,080$706K0.02%+5,85213F-HRTimeline
MONETTA FINANCIAL SERVICES INC15,000$702K0.62%new13F-HRTimeline
FIFTH LANE CAPITAL, LP15,000$702K3.05%-5,00013F-HRTimeline
Orvieto Partners, L.P.15,000$702K0.62%013F-HRTimeline
Tarbox Family Office, Inc.14,994$702K0.12%new13F-HRTimeline
Cypress Wealth Services, LLC14,917$698K0.14%+2,61413F-HRTimeline
LWM Advisory Services, LLC14,875$696K0.48%013F-HRTimeline
WealthTrust Asset Management, LLC14,830$694K0.51%new13F-HRTimeline
Quadcap Wealth Management, LLC14,797$693K0.1%+2,12913F-HRTimeline
Graypoint LLC14,796$693K0.04%+8,25513F-HRTimeline
Central Asset Investments & Management …14,700$688K1.16%-37,40013F-HRTimeline
Kagan Cocozza Asset Management14,640$685K0.56%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC14,622$684K0.03%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,543$681K0.01%+6,90413F-HRTimelineGroup
DeDora Capital, Inc.14,491$678K0.2%+2,66713F-HRTimeline
Glassman Wealth Services14,424$675K0.11%new13F-HRTimeline
Pure Financial Advisors, LLC14,369$673K0.01%+8,34513F-HRTimeline
ORG Partners LLC13,982$672K0.17%+3,77413F-HRTimeline
LITTLE HOUSE CAPITAL LLC14,309$670K0.18%new13F-HRTimeline
UMB Bank, n.a.14,307$670K0.01%+12,25413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management14,291$669K0.02%+10,26113F-HRTimelineGroup
Wealth Watch Advisors, INC14,277$668K0.54%+2,64213F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV14,210$665K0.1%+2,62613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…14,203$665K0.02%-12113F-HRTimelineGroup
Ranch Capital Advisors Inc.14,079$659K0.31%-1,52313F-HRTimeline
Capricorn Fund Managers Ltd14,000$655K0.35%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC13,995$655K0.05%+47013F-HRTimeline
Convergence Financial, LLC13,987$655K0.13%+7,35913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC13,985$655K0.22%+9,67113F-HRTimeline
Modera Wealth Management, LLC13,940$653K0.01%+1,15713F-HRTimeline
WEALTH ALLIANCE, LLC13,898$651K0.08%new13F-HRTimeline
CCM INVESTMENT ADVISERS LLC13,885$650K0.08%013F-HRTimeline
Black Swift Group, LLC13,800$646K0.15%013F-HRTimeline
Sound View Wealth Advisors Group, LLC13,737$643K0.05%+2,99913F-HRTimeline
Modus Advisors, LLC13,697$641K0.21%+2,69713F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,669$640K0.02%-21,51213F-HRTimeline
Rinkey Investments13,627$638K0.2%-4,78113F-HRTimeline
Insight Advisors, LLC/ PA13,598$637K0.11%+6,30713F-HRTimeline
LM Advisors LLC13,520$633K0.11%+21513F-HRTimeline
Ashton Thomas Private Wealth, LLC13,440$629K0.02%+5,11513F-HRTimeline
Guardian Partners Inc.11,797$628K0.06%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP13,370$626K0.01%+4,80513F-HRTimeline
Good Life Advisors, LLC13,369$626K0.04%+3,56413F-HRTimeline
Octavia Wealth Advisors, LLC13,322$624K0.08%+3,15813F-HRTimeline
Asset Dedication, LLC13,293$622K0.05%+11,88513F-HRTimeline
COMERICA BANK13,284$622K<0.01%+82113F-HRTimeline
Intrua Financial, LLC13,198$618K0.1%+3,35913F-HRTimeline
THOMPSON DAVIS & CO., INC.13,173$617K0.49%+2,85013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC13,149$616K0.53%+2213F-HRTimelineGroup
CW Advisors, LLC13,039$614K0.01%new13F-HRTimeline
United Asset Strategies, Inc.13,075$612K0.06%+4,52013F-HRTimeline
Manchester Capital Management LLC13,020$609K0.07%+10,23813F-HRTimeline
Grant Street Asset Management, Inc.13,004$609K0.15%+1,34813F-HRTimeline
Clay Northam Wealth Management, LLC12,985$608K0.43%+1,06013F-HRTimeline
FAS Wealth Partners, Inc.12,981$608K0.05%+61013F-HRTimeline