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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,613 managers (1,630 13F filers) reported a position in IBIT shares at 2025-09-30, 416,448,470 shares in all. 287 filers opened a position and 93 filers sold out during the quarter.

Managers
1,613
13F filers
1,630
New
287
Added
878
Reduced
246
Sold out
93
Shares held by filers
416,448,470

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HGC Investment Management Inc.42,936$2.79M0.68%-99,00313F-HRTimeline
True North Advisors, LLC42,489$2.76M0.44%new13F-HRTimeline
Parallel Advisors, LLC42,182$2.74M0.05%+2,73413F-HRTimeline
Apeiron RIA LLC41,570$2.74M0.62%+5,33413F-HRTimeline
Sassicaia Capital Advisers LLC42,000$2.73M1.22%-136,70013F-HRTimeline
Rye Brook Capital LLC42,000$2.73M2.3%+20,10013F-HRTimeline
INVESTMENT PARTNERS, LTD.41,912$2.72M0.96%+4,46513F-HRTimeline
BEARING POINT CAPITAL, LLC41,746$2.71M0.47%+12,21113F-HRTimeline
Waverly Advisors, LLC41,492$2.7M0.03%+7,27013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.41,274$2.68M1.96%-10,00213F-HRTimeline
Allworth Financial LP41,187$2.68M0.01%+12,33213F-HRTimeline
Dynamic Advisor Solutions LLC41,120$2.67M0.08%+22,88213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC41,018$2.67M0.04%+11,49513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC40,461$2.63M0.01%-3,94313F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.40,215$2.61M1.15%+10,40213F-HRTimeline
Ion Asset Management Ltd.40,000$2.6M0.32%013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…39,716$2.58M0.7%+8,00513F-HRTimelineGroup
DDD Partners, LLC39,647$2.58M0.16%+28,34113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC39,479$2.57M0.02%+10,46513F-HR/ATimelineGroup
Valeo Financial Advisors, LLC39,030$2.54M0.06%-25,46913F-HRTimeline
WEDBUSH SECURITIES INC38,696$2.52M0.08%+5,69613F-HRTimeline
Orion Porfolio Solutions, LLC38,488$2.5M0.02%+5,06413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC38,355$2.49M0.06%+2,69813F-HRTimelineGroup
Evergreen Quality Fund GP, Ltd.38,322$2.49M0.06%new13F-HRTimeline
World Investment Advisors38,218$2.48M0.05%-3,87813F-HRTimeline
MBL Wealth, LLC38,040$2.47M0.22%+30,18813F-HRTimeline
HCR Wealth Advisors35,845$2.47M0.26%+33713F-HRTimeline
Sagace Wealth Management LLC37,881$2.46M1.68%+1,95013F-HRTimeline
Banco BTG Pactual S.A.37,734$2.45M0.36%+25,58413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…37,677$2.45M0.05%+2,75813F-HRTimelineGroup
Napean Trading & Investment Co (Singapo…37,476$2.44M0.47%013F-HRTimeline
Montz Harcus Wealth Management LLC37,452$2.43M1.06%013F-HRTimeline
K.J. Harrison & Partners Inc35,228$2.42M0.35%-84,00013F-HRTimeline
Sterling Investment Advisors, Ltd.37,230$2.42M0.47%013F-HRTimeline
Aragon Global Management, LP37,200$2.42M0.74%new13F-HRTimeline
Hippocratic Financial Advisors, LLC36,996$2.4M1.16%+1,49913F-HRTimeline
RFG Advisory, LLC36,982$2.4M0.05%-4,23613F-HRTimeline
SIMON QUICK ADVISORS, LLC36,936$2.4M0.11%+8,96713F-HRTimeline
Larson Financial Group LLC36,905$2.4M0.08%-10,20513F-HRTimeline
WealthShield Partners, LLC36,619$2.38M0.27%+3,41013F-HRTimeline
Cornerstone Advisory, LLC36,561$2.38M0.23%+4,56813F-HRTimeline
Wealth Management Associates, Inc.36,467$2.37M0.84%+4,26013F-HRTimeline
Prime Capital Investment Advisors, LLC36,465$2.37M0.03%+8,91213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC36,275$2.36M0.02%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC36,247$2.35M0.05%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,218$2.35M+2,666Timeline
SeaCrest Wealth Management, LLC33,571$2.35M0.25%-21,10213F-HRTimeline
GFS Advisors, LLC35,966$2.34M0.3%+1,62713F-HRTimeline
Strategic Wealth Partners, Ltd.35,940$2.34M0.17%+64313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK35,846$2.33M0.01%-46,74013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…35,786$2.33M0.03%new13F-HRTimelineGroup
LexAurum Advisors, LLC35,590$2.31M0.33%+12,55413F-HRTimeline
AlphaStar Capital Management, LLC35,550$2.31M0.2%+12,65513F-HRTimeline
GR FINANCIAL GROUP, LLC35,514$2.31M0.53%+9,15413F-HRTimeline
Platform Technology Partners35,482$2.31M0.55%+2,25113F-HRTimeline
PENNINGTON PARTNERS & CO., LLC35,370$2.3M1.09%+14,82013F-HRTimeline
Apexium Financial, LP35,294$2.29M0.11%+21,59613F-HRTimeline
Ackerman Capital Advisors, LLC35,269$2.29M0.48%+78413F-HRTimeline
Coastal Bridge Advisors, LLC35,130$2.28M0.17%+12,17113F-HRTimeline
Chicago Partners Investment Group LLC35,362$2.28M0.06%+6,72513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV38,604$2.28M0.99%+72713F-HRTimeline
Amtrust Financial Services, Inc.35,000$2.27M0.76%013F-HRTimeline
Csenge Advisory Group34,912$2.27M0.11%+16,66513F-HRTimeline
NorthCoast Asset Management LLC34,869$2.27M0.01%+3,38113F-HRTimeline
KM Capital Management Ltd.34,699$2.26M1.04%-91413F-HRTimeline
Turim 21 Investimentos Ltda.34,603$2.25M0.76%new13F-HRTimeline
Pachira Investments Inc.34,524$2.24M1.26%+1,82913F-HRTimeline
AlphaCore Capital LLC34,423$2.24M0.08%+2,45913F-HRTimeline
Resurgent Financial Advisors LLC34,319$2.23M1.09%+1,60913F-HRTimeline
IFP Advisors, Inc34,227$2.22M0.06%+13,78413F-HR/ATimeline
TSFG, LLC34,210$2.22M0.35%+6,85513F-HRTimeline
Impact Partnership Wealth, LLC33,997$2.21M0.33%+14,01213F-HRTimeline
Riverview Capital Advisers, LLC33,948$2.21M0.64%+28,13013F-HRTimeline
OneDigital Investment Advisors LLC33,835$2.2M0.02%+3,84113F-HRTimeline
Sage Mountain Advisors LLC33,510$2.18M0.12%+20,26913F-HRTimeline
Strategic Family Wealth Counselors, L.L…33,363$2.17M0.56%+14213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC33,308$2.17M0.05%+15,07513F-HRTimeline
Arax Advisory Partners33,230$2.16M0.03%-9,43713F-HRTimeline
Mirador Capital Partners LP33,193$2.16M0.31%+7,35613F-HRTimeline
WESCAP Management Group, Inc.33,199$2.15M0.45%-11513F-HRTimeline
683 Capital Management, LLCin group 683 Capital Management, LLC33,000$2.15M0.19%-30,00013F-HRTimelineGroup
NKCFO LLC33,000$2.15M0.65%-5,00013F-HRTimeline
Financial Futures Ltd Liability Co.32,852$2.14M1.04%-29613F-HRTimeline
Avior Wealth Management, LLC32,736$2.13M0.07%+11,72313F-HRTimeline
Tarbox Family Office, Inc.32,588$2.12M0.31%+2,77113F-HRTimeline
Fermata Advisors, LLC32,463$2.11M0.54%+62813F-HRTimeline
Objective Capital Management, LLC32,424$2.11M2.18%+29513F-HRTimeline
Deane Retirement Strategies, Inc.32,342$2.1M0.9%+10,33213F-HRTimeline
Copia Wealth Management32,121$2.09M1.55%+3,90813F-HRTimeline
Gladstone Institutional Advisory LLC31,910$2.07M0.08%+2,77113F-HRTimeline
Cassaday & Co Wealth Management LLC31,909$2.07M0.05%+22,72713F-HRTimeline
Andina Capital Management, LLC31,895$2.07M1.17%+2,65013F-HRTimeline
B. Riley Wealth Advisors, Inc.31,713$2.06M0.1%+7,26613F-HRTimeline
Fort Point Capital Partners LLC31,602$2.05M0.26%-43,32413F-HRTimeline
COMERICA BANK31,467$2.05M0.01%+3,86213F-HRTimeline
Avid Wealth Partners LLC31,437$2.04M1.02%+98213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,333$2.04M<0.01%+22,49913F-HRTimelineGroup
Prospect Financial Services LLC31,316$2.04M1.17%+23,36313F-HRTimeline
Wedmont Private Capital29,372$2.03M0.08%+10,01813F-HRTimeline
Independent Family Office, LLC31,100$2.02M0.86%+4,77013F-HRTimeline
Ashton Thomas Private Wealth, LLC31,031$2.02M0.05%+16,90313F-HRTimeline
ARS Investment Partners, LLC30,705$2M0.13%+9,94013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.30,450$2M2.02%+75913F-HRTimeline
United Advisor Group, LLC30,206$1.96M0.26%+17,10413F-HRTimeline
SMITH, MOORE & CO.30,047$1.95M0.15%+4,24113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30,035$1.95M0.16%-76913F-HRTimeline
RoundAngle Advisors LLC29,988$1.95M1.51%+3,97413F-HRTimeline
Core Wealth Partners LLC29,908$1.94M0.89%+10,23013F-HRTimeline
VISTA FINANCE, LLC29,885$1.94M1.29%013F-HRTimeline
Evercore Wealth Management, LLC29,841$1.94M0.03%+14,48313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…29,840$1.94M0.01%+50813F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL29,817$1.94M0.51%+3,63913F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.29,699$1.93M0.22%-2,63413F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,541$1.92M0.05%+13,90913F-HRTimeline
SIGNATUREFD, LLC29,520$1.92M0.03%+3,96013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…29,499$1.92M0.23%+4,84513F-HRTimeline
Altura Wealth Advisors Inc.29,425$1.91M0.91%+8,78813F-HRTimeline
SteelPeak Wealth, LLC29,087$1.89M0.06%+60413F-HRTimeline
All Terrain Financial Advisors, LLC29,083$1.89M0.61%+6,61013F-HRTimeline
CMG Global Holdings, LLC29,783$1.88M0.92%+1,34013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…28,579$1.86M0.01%+13,27913F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding28,512$1.85M+1,086Timeline
First National Trust Co28,462$1.85M0.06%-7,93613F-HRTimeline
Lauer Wealth, LLC29,186$1.84M1.35%+10,70613F-HRTimeline
PATTEN & PATTEN INC/TN28,318$1.84M0.11%+7,81913F-HRTimeline
Boreal Capital Management LLC28,134$1.83M1.47%+10,60013F-HRTimeline
RIA Advisory Group LLC28,103$1.83M0.47%+1,91813F-HRTimeline
Heritage Family Offices, LLP27,971$1.82M0.85%+9,55813F-HRTimeline
PFG Investments, LLC27,890$1.81M0.09%+10,93413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC27,867$1.81M0.26%+10,82813F-HRTimeline
Abich Financial Wealth Management LLC27,785$1.81M0.64%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding27,193$1.8M+2,493Timeline
FWG Holdings, LLC28,573$1.79M0.77%+3,00313F-HRTimeline
Morse Asset Management, Inc27,500$1.79M0.36%+5,50013F-HRTimeline
Capricorn Fund Managers Ltd27,490$1.79M0.6%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT27,392$1.78M0.03%+17,61613F-HRTimeline
Bison Wealth, LLC29,097$1.78M0.16%+9,14813F-HRTimeline
Fonville Wealth Management LLC27,271$1.77M0.4%+4,68113F-HRTimeline
Bellwether Advisors, LLC26,669$1.73M0.29%+38613F-HRTimeline
CORDA Investment Management, LLC.26,642$1.73M0.12%+3,78913F-HRTimeline
PURSUE WEALTH PARTNERS LLC26,550$1.73M0.95%+1,19813F-HRTimeline
Principia Wealth Advisory, LLC26,154$1.7M1.21%+5813F-HRTimeline
McElhenny Sheffield Capital Management,…26,092$1.7M0.4%+7,82313F-HRTimeline
HRT FINANCIAL LP25,823$1.68M0.01%new13F-HRTimeline
Counterweight Ventures, LLC25,719$1.67M0.98%new13F-HRTimeline
Howard Capital Management Group, LLC25,690$1.67M0.11%+16513F-HRTimeline
Sound View Wealth Advisors Group, LLC25,361$1.65M0.11%+4,23113F-HRTimeline
Mountain Capital Investment Advisors In…24,615$1.64M0.29%+1,70313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.25,251$1.64M<0.01%+5,51413F-HRTimelineGroup
Gemmer Asset Management LLC25,241$1.64M0.13%+2,13413F-HRTimeline
LaSalle St. Investment Advisors, LLC25,140$1.63M0.29%-53513F-HRTimeline
Elevate Capital Advisors, LLC25,014$1.63M1.13%+1,07913F-HRTimeline
MARATHON ASSET MANAGEMENT LP25,000$1.62M2.61%013F-HRTimeline
Archer Investment Corp24,953$1.62M0.37%+3,84413F-HRTimeline
jvl associates llc24,750$1.61M0.53%+6,00013F-HRTimeline
Douglass Winthrop Advisors, LLC24,742$1.61M0.03%+3,34713F-HRTimeline
INTEGRITY ALLIANCE, LLC.24,712$1.61M0.08%-16,10413F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC24,573$1.6M0.75%+2,99713F-HRTimeline
SG Americas Securities, LLC24,396$1.59M0.01%new13F-HRTimeline
Venture Visionary Partners LLC24,398$1.59M0.05%+64013F-HRTimeline
Cambridge Financial Group, LLC24,077$1.57M0.5%+1,54213F-HRTimeline
BridgePort Financial Solutions, LLC24,072$1.56M0.42%+1,22713F-HRTimeline
TRED AVON FAMILY WEALTH, LLC24,042$1.56M0.54%13F-HRTimeline
Intrua Financial, LLC23,994$1.56M0.18%+7,73013F-HRTimeline
Alpha Cubed Investments, LLC23,978$1.56M0.05%+16,16713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC23,871$1.55M0.56%+4,18113F-HRTimeline
WEALTH ALLIANCE, LLC23,723$1.54M0.16%+2,96113F-HRTimeline
Caprock Group, LLC25,000$1.54M0.04%13F-HRTimeline
Brookwood Investment Group LLC23,551$1.53M0.2%+2,18313F-HRTimeline
Momentum Wealth Planning, LLC23,550$1.53M1.19%+4,35013F-HRTimeline
BRC Group Holdings, Inc.23,500$1.53M1.03%+7,00013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV23,400$1.52M0.2%+8,91113F-HRTimeline
Perennial Investment Advisors, LLC23,370$1.52M0.13%+3,55913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC23,205$1.51M0.57%-1,10013F-HRTimeline
Circle Wealth Management, LLC23,032$1.5M0.03%+17213F-HRTimeline
FSA Investment Group, LLC22,423$1.5M0.93%new13F-HRTimeline
BlueChip Wealth Advisors LLC22,857$1.49M0.63%+89213F-HRTimeline
Exit Wealth Advisors, LLC.22,821$1.48M0.99%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC22,765$1.48M0.36%+6,36213F-HRTimeline
WMG Financial Advisors, LLC22,711$1.48M0.49%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding22,667$1.47M-41,744Timeline
Delta Investment Management, LLC22,659$1.47M0.26%+1,27913F-HRTimeline
Clear Creek Financial Management, LLC22,624$1.47M0.13%+4,30313F-HRTimeline
IFC Advisors LLC22,580$1.47M0.27%+81613F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP22,547$1.47M0.04%+85013F-HRTimeline
Gibson Capital, LLC22,460$1.46M0.27%-20313F-HRTimeline
Formidable Asset Management, LLC23,810$1.46M0.23%-84813F-HRTimeline
DIVERSIFIED TRUST CO22,344$1.45M0.03%-2,45413F-HRTimeline
EQUITABLE TRUST CO22,320$1.45M0.07%+10,89513F-HRTimeline
Procyon Advisors, LLC22,312$1.45M0.09%+23613F-HRTimeline
Hurley Capital, LLC22,064$1.43M0.81%+2,78713F-HRTimeline
Nokomis Capital, L.L.C.21,800$1.42M0.5%new13F-HRTimeline
Aptus Capital Advisors, LLC21,737$1.41M0.01%-24113F-HRTimeline
SANDERS MORRIS HARRIS LLC21,732$1.41M0.19%-4,01813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC21,642$1.41M0.54%+1,09713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC21,610$1.4M0.09%+8013F-HRTimeline
Bedell Frazier Investment Counselling, …21,606$1.4M0.29%new13F-HRTimeline
Texas Capital Bank Wealth Management Se…21,578$1.4M0.12%+4,01113F-HRTimeline
Wilmington Savings Fund Society, FSB21,510$1.4M0.03%+18,62813F-HR/ATimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.21,455$1.39M0.33%013F-HRTimelineGroup