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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,425 managers (1,441 13F filers) reported a position in IBIT shares at 2025-06-30, 374,982,164 shares in all. 314 filers opened a position and 74 filers sold out during the quarter.

Managers
1,425
13F filers
1,441
New
314
Added
681
Reduced
235
Sold out
74
Shares held by filers
374,982,164

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hippocratic Financial Advisors, LLC35,497$2.17M1.16%+11,48213F-HRTimeline
Capital Markets Trading UK LLP35,314$2.16M2.46%+6,87813F-HRTimeline
Strategic Wealth Partners, Ltd.35,297$2.16M0.17%13F-HRTimeline
Pine Valley Investments Ltd Liability Co35,290$2.16M0.13%+9,74013F-HRTimeline
Quantinno Capital Management LP35,100$2.15M0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,020$2.14M<0.01%-26,90613F-HR/ATimelineGroup
Amtrust Financial Services, Inc.35,000$2.14M0.76%013F-HRTimeline
Clearstead Advisors, LLC34,914$2.14M0.03%+5,31913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,919$2.14M0.05%+9,97813F-HRTimelineGroup
Bordeaux Wealth Advisors LLC34,877$2.13M0.27%+1,16513F-HRTimeline
M.D. Sass, LLC34,631$2.12M0.17%new13F-HRTimeline
Ackerman Capital Advisors, LLC34,485$2.11M0.49%+6,74313F-HRTimeline
GFS Advisors, LLC34,339$2.1M0.29%+5213F-HRTimeline
Waverly Advisors, LLC34,222$2.09M0.02%+31713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding33,552$2.05M+2,269Timeline
Orion Porfolio Solutions, LLC33,424$2.05M0.02%+14,40013F-HR/ATimeline
WESCAP Management Group, Inc.33,314$2.04M0.46%+1,01113F-HRTimeline
Platform Technology Partners33,231$2.03M0.53%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…33,221$2.03M0.58%013F-HRTimeline
WealthShield Partners, LLC33,209$2.03M0.25%+83413F-HRTimeline
Financial Futures Ltd Liability Co.33,148$2.03M1.09%+1,15013F-HRTimeline
Central Asset Investments & Management …33,100$2.03M1.71%+18,40013F-HRTimeline
WEDBUSH SECURITIES INC33,000$2.02M0.07%+5,87213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,962$2.02M0.06%-2,64213F-HRTimeline
Resurgent Financial Advisors LLC32,710$2M1.1%-92713F-HRTimeline
Pachira Investments Inc.32,695$2M1.51%-32213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC32,578$1.99M0.06%-29,62213F-HRTimeline
Truvestments Capital LLC32,567$1.99M0.4%+25,87313F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.32,333$1.98M0.23%+3,84713F-HRTimeline
Wealth Management Associates, Inc.32,207$1.97M0.77%013F-HRTimeline
Objective Capital Management, LLC32,129$1.97M2.21%+8,66613F-HRTimeline
Sterling Financial Group, Inc.32,075$1.96M0.66%new13F-HRTimeline
Cornerstone Advisory, LLC31,993$1.96M0.21%+2,78213F-HRTimeline
AlphaCore Capital LLC31,964$1.96M0.07%+11,62613F-HRTimeline
Fermata Advisors, LLC31,835$1.95M0.52%+3,68613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…31,711$1.94M0.54%+99713F-HRTimelineGroup
MUSTICO FINANCIAL GROUP, INC.29,691$1.93M1.78%13F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC31,517$1.93M0.89%+12,71713F-HRTimeline
NorthCoast Asset Management LLC31,488$1.93M0.01%+7,27913F-HRTimeline
Blue Investment Partners LLC31,485$1.93M0.68%+46613F-HRTimeline
Chicago Partners Investment Group LLC28,637$1.93M0.06%+4,63113F-HRTimeline
CMG Global Holdings, LLC28,443$1.91M1%+32313F-HRTimeline
Curi Capital, LLC30,978$1.9M0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30,804$1.89M0.17%+3,63113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC30,757$1.88M0.15%+1,22813F-HR/ATimeline
Avid Wealth Partners LLC30,455$1.86M1.07%+2,28413F-HRTimeline
OneDigital Investment Advisors LLC29,994$1.84M0.02%+8,79413F-HRTimeline
Steward Partners Investment Advisory, L…29,942$1.83M0.01%+28,76413F-HRTimeline
VISTA FINANCE, LLC29,885$1.83M1.58%013F-HRTimeline
Tarbox Family Office, Inc.29,817$1.83M0.27%+14,82313F-HRTimeline
Blue Sky Capital Consultants Group, Inc.29,813$1.82M0.94%+43513F-HRTimeline
BEARING POINT CAPITAL, LLC29,535$1.81M0.33%+7,51513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC29,523$1.81M0.03%+1,02313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…29,332$1.8M0.01%+10,13013F-HRTimelineGroup
Andina Capital Management, LLC29,245$1.79M1.25%-1,80913F-HRTimeline
Gladstone Institutional Advisory LLC29,139$1.78M0.07%+13,33313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC29,014$1.78M0.01%+4,82013F-HR/ATimelineGroup
Allworth Financial LP28,855$1.77M0.01%-20613F-HRTimeline
Family Manage LLC28,498$1.74M0.26%new13F-HRTimeline
SteelPeak Wealth, LLC28,483$1.74M0.07%+4,95213F-HRTimeline
Copia Wealth Management28,213$1.73M1.46%+2,74913F-HRTimeline
Massar Capital Management, LP28,000$1.71M1.29%+15,36013F-HR/ATimeline
SIMON QUICK ADVISORS, LLC27,969$1.71M0.09%-58313F-HR/ATimeline
Silverleafe Capital Partners, LLC27,757$1.7M0.59%new13F-HRTimeline
COMERICA BANK27,605$1.69M0.01%+14,32113F-HRTimeline
Prime Capital Investment Advisors, LLC27,553$1.69M0.02%-9,58113F-HRTimeline
Capricorn Fund Managers Ltd27,490$1.68M0.8%+13,49013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding27,426$1.68M+2,666Timeline
TSFG, LLC27,355$1.67M0.3%+3,01613F-HRTimeline
FWG Holdings, LLC25,570$1.67M0.78%+9,16513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,545$1.67M<0.01%+4,59413F-HR/ATimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC27,213$1.67M0.07%+5,80013F-HRTimelineGroup
Meteora Capital, LLC27,000$1.65M0.31%new13F-HRTimeline
Centiva Capital, LP26,969$1.65M0.11%new13F-HRTimeline
GR FINANCIAL GROUP, LLC26,360$1.61M0.39%+16,90513F-HRTimeline
Independent Family Office, LLC26,330$1.61M0.75%+3,75513F-HRTimeline
Bellwether Advisors, LLC26,283$1.61M0.27%013F-HRTimeline
RIA Advisory Group LLC26,185$1.6M0.47%+4,83113F-HRTimeline
Strategic Investment Solutions, Inc. /IL26,178$1.6M0.48%+24,46513F-HRTimeline
Almanack Investment Partners, LLC.26,111$1.6M0.25%+10,54013F-HRTimeline
Principia Wealth Advisory, LLC26,096$1.6M1.36%+1,51113F-HRTimeline
RoundAngle Advisors LLC26,014$1.59M1.33%-67513F-HRTimeline
BlackDiamond Wealth Management, LLC26,449$1.58M0.91%-2,56513F-HRTimeline
Mirador Capital Partners LP25,837$1.58M0.26%+26313F-HRTimeline
SMITH, MOORE & CO.25,806$1.58M0.13%-6,39513F-HRTimeline
SANDERS MORRIS HARRIS LLC25,750$1.58M0.38%+14,48213F-HRTimeline
GM Advisory Group, LLC25,682$1.57M0.08%+10,56413F-HRTimeline
LaSalle St. Investment Advisors, LLC25,675$1.57M0.43%+19,67513F-HRTimeline
SIGNATUREFD, LLC25,560$1.56M0.03%+12,97913F-HRTimeline
Howard Capital Management Group, LLC25,525$1.56M0.11%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC25,352$1.55M0.88%new13F-HRTimeline
MARATHON ASSET MANAGEMENT LP25,000$1.53M3.65%new13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding24,700$1.53M+2,803Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…24,839$1.52M0.07%+3,30813F-HRTimelineGroup
DIVERSIFIED TRUST CO24,798$1.52M0.03%-37713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…24,654$1.51M0.21%+98313F-HRTimeline
B. Riley Wealth Advisors, Inc.24,447$1.5M0.07%-28,60113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC24,305$1.49M0.62%-42,18513F-HRTimeline
Sycale Advisors (NY) LLC24,000$1.47M0.45%new13F-HRTimeline
Elevate Capital Advisors, LLC23,935$1.47M1.17%-2,09613F-HRTimeline
Venture Visionary Partners LLC23,758$1.45M0.05%+2,75213F-HRTimeline
LCM Capital Management Inc23,540$1.44M0.75%+1,33013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC23,202$1.42M0.3%+13,20613F-HR/ATimeline
Gemmer Asset Management LLC23,107$1.41M0.13%+14,57313F-HRTimeline
LexAurum Advisors, LLC23,036$1.41M0.22%+5,04913F-HRTimeline
Coastal Bridge Advisors, LLC22,959$1.41M0.12%+73513F-HRTimeline
AlphaStar Capital Management, LLC22,895$1.4M0.1%+4,82613F-HRTimeline
Circle Wealth Management, LLC22,860$1.4M0.03%+17,63613F-HRTimeline
CORDA Investment Management, LLC.22,853$1.4M0.1%new13F-HRTimeline
BridgePort Financial Solutions, LLC22,845$1.4M0.46%+89113F-HRTimeline
Gibson Capital, LLC22,663$1.39M0.27%+17,19813F-HRTimeline
Fonville Wealth Management LLC22,590$1.38M0.35%+3,95313F-HRTimeline
Cambridge Financial Group, LLC22,535$1.38M0.52%+1,40613F-HRTimeline
All Terrain Financial Advisors, LLC22,473$1.38M0.5%+50013F-HRTimeline
Cape Investment Advisory, Inc.22,435$1.37M0.5%+36613F-HRTimeline
Mountain Capital Investment Advisors In…22,912$1.37M0.26%+32713F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV22,350$1.37M0.91%-6,53913F-HRTimeline
Procyon Advisors, LLC22,076$1.35M0.13%-9,96413F-HRTimeline
Deane Retirement Strategies, Inc.22,010$1.35M0.6%+29013F-HRTimeline
Morse Asset Management, Inc22,000$1.35M0.3%+21,00013F-HRTimeline
Aptus Capital Advisors, LLC21,978$1.35M0.01%+1,95813F-HRTimeline
BlueChip Wealth Advisors LLC21,965$1.34M0.6%+1,13313F-HRTimeline
Bison Wealth, LLC19,949$1.34M0.11%+5,46013F-HRTimeline
Rye Brook Capital LLC21,900$1.34M1.4%new13F-HRTimeline
Smith Anglin Financial, LLC21,883$1.34M0.12%+5,61413F-HRTimeline
IFC Advisors LLC21,764$1.33M0.25%013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP21,697$1.33M0.04%-5,05013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC21,576$1.32M0.64%+4,72813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC21,530$1.32M0.09%+7,53513F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.21,455$1.31M0.34%+13,30513F-HRTimelineGroup
Douglass Winthrop Advisors, LLC21,395$1.31M0.02%+2,82813F-HRTimeline
Delta Investment Management, LLC21,380$1.31M0.25%-14113F-HRTimeline
Brookwood Investment Group LLC21,368$1.31M0.21%-3,21313F-HRTimeline
Sound View Wealth Advisors Group, LLC21,130$1.29M0.1%+7,39313F-HRTimeline
Archer Investment Corp21,109$1.29M0.31%+7913F-HRTimeline
RWA WEALTH PARTNERS, LLC21,069$1.29M0.02%new13F-HRTimeline
Avior Wealth Management, LLC21,013$1.29M0.04%+2,02813F-HRTimeline
ARS Investment Partners, LLC20,765$1.27M0.09%+5,56513F-HRTimeline
WEALTH ALLIANCE, LLC20,762$1.27M0.14%+6,86413F-HRTimeline
Altura Wealth Advisors Inc.20,637$1.26M0.71%+90913F-HRTimeline
Schorn Wealth LLC20,622$1.26M0.42%+1,70613F-HRTimeline
PENNINGTON PARTNERS & CO., LLC20,550$1.26M0.67%-1,87013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC20,545$1.26M0.56%+13,39113F-HRTimeline
PATTEN & PATTEN INC/TN20,499$1.25M0.08%+13,26113F-HRTimeline
IFP Advisors, Inc20,443$1.25M0.04%+4,93013F-HRTimeline
NVWM, LLC20,434$1.25M0.3%+20,24913F-HRTimeline
Lauer Wealth, LLC18,480$1.25M1.05%+5,18013F-HRTimeline
Garden State Investment Advisory Servic…20,288$1.24M0.34%+2,32813F-HRTimeline
Leo Wealth, LLC20,177$1.24M0.1%+4,59913F-HRTimeline
Wedmont Private Capital19,354$1.23M0.05%+2,76713F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/20,000$1.22M2%013F-HRTimeline
TORNO CAPITAL, LLC20,000$1.22M0.46%-22,50013F-HR/ATimeline
Impact Partnership Wealth, LLC19,985$1.22M0.23%+40713F-HRTimeline
NFSG Corp19,896$1.22M0.2%+6,96313F-HRTimeline
Powell Investment Advisors, LLC19,815$1.21M0.45%+1,95213F-HRTimeline
Perennial Investment Advisors, LLC19,811$1.21M0.12%+4,50513F-HRTimeline
CW Advisors, LLC19,763$1.21M0.01%+6,72413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.19,737$1.21M<0.01%+53913F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC19,690$1.21M0.47%new13F-HRTimeline
Core Wealth Partners LLC19,678$1.2M0.61%+7,13113F-HRTimeline
Diametric Capital, LP19,620$1.2M0.64%-4,72413F-HRTimeline
TME FINANCIAL, INC.19,451$1.19M0.96%+1,25613F-HRTimeline
Maia Wealth LLC19,419$1.19M0.23%+69113F-HRTimeline
FineMark National Bank & Trust19,322$1.18M0.04%-90513F-HRTimeline
Hurley Capital, LLC19,277$1.18M0.83%+1,76013F-HRTimeline
Joel Isaacson & Co., LLC19,254$1.18M0.05%-43,25013F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.19,239$1.18M0.73%-34013F-HRTimeline
Momentum Wealth Planning, LLC19,200$1.18M1%13F-HRTimeline
Vantage Investment Partners, LLC19,132$1.17M0.09%013F-HRTimeline
Private Capital Advisors, Inc.19,041$1.17M0.14%-5,83913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC18,912$1.16M0.42%+2,02713F-HRTimeline
Choate Investment Advisors18,878$1.16M0.03%+10213F-HRTimeline
Formidable Asset Management, LLC24,658$1.15M0.19%013F-HRTimeline
Sloy Dahl & Holst, LLC18,828$1.15M0.16%013F-HRTimeline
Rinkey Investments18,768$1.15M0.35%+5,14113F-HRTimeline
jvl associates llc18,750$1.15M0.41%+8,35013F-HRTimeline
FNY Investment Advisers, LLC18,713$1.15M0.49%+10,61313F-HRTimeline
Carnegie Investment Counsel18,688$1.14M0.02%+13,26113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,753$1.14M+10,639Timeline
Key Client Fiduciary Advisors, LLC18,555$1.14M0.47%+1,90813F-HRTimeline
UNIQUE WEALTH, LLC18,428$1.13M0.18%+2,44213F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP18,406$1.13M0.31%new13F-HRTimeline
Clear Creek Financial Management, LLC18,321$1.12M0.11%+6,29913F-HRTimeline
Busey Bank18,305$1.12M0.03%+3513F-HRTimeline
FIRST UNITED BANK & TRUST18,301$1.12M0.39%-2,77913F-HRTimeline
McElhenny Sheffield Capital Management,…18,269$1.12M0.3%013F-HR/ATimeline
Dynamic Advisor Solutions LLC18,238$1.12M0.03%+9,98713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,233$1.12M0.03%013F-HRTimeline
Constant Guidance Financial LLC16,455$1.12M1.12%new13F-HRTimeline
Americana Partners, LLC18,185$1.11M0.04%+1,70413F-HRTimeline
Sound Financial Strategies Group, LLC18,151$1.11M0.94%+2,35913F-HRTimeline
Generation Capital Management LLC18,116$1.11M0.88%-23113F-HRTimeline
OLD NATIONAL BANCORP /IN/18,070$1.11M0.02%+23713F-HRTimeline
Black Swift Group, LLC18,050$1.1M0.22%+4,25013F-HRTimeline
Austin Wealth Management, LLC16,496$1.09M0.19%+11,24513F-HRTimeline
Empirical Financial Services, LLC d.b.a…17,868$1.09M0.02%+5,04913F-HRTimeline
Keystone Financial Group17,776$1.09M0.1%+69013F-HRTimeline
Csenge Advisory Group18,247$1.08M0.06%+74913F-HRTimeline
Atlas Private Wealth Advisors17,640$1.08M0.14%+6,03413F-HRTimeline
Texas Capital Bank Wealth Management Se…17,567$1.08M0.1%013F-HRTimeline