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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,654 managers (1,667 13F filers) reported a position in IBIT shares at 2025-12-31, 379,693,163 shares in all. 150 filers opened a position and 240 filers sold out during the quarter.

Managers
1,654
13F filers
1,667
New
150
Added
794
Reduced
395
Sold out
240
Shares held by filers
379,693,163

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Transcendent Capital Group LLC48,874$2.43M1.1%+1,14213F-HRTimeline
Csenge Advisory Group47,788$2.37M0.11%+12,87613F-HRTimeline
Lauer Wealth, LLC45,896$2.36M1.79%+16,71013F-HRTimeline
Hippocratic Financial Advisors, LLC46,749$2.32M1.07%+9,75313F-HRTimeline
GFS Advisors, LLC46,414$2.3M0.27%+10,44813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC46,362$2.3M0.76%-4,81213F-HRTimeline
Friday Financial46,014$2.28M0.81%+28,65213F-HRTimeline
ADVISORTRUST PARTNERS, LLC45,999$2.28M1%13F-HRTimeline
CALIFORNIA FIRST LEASING CORP45,000$2.23M0.73%013F-HRTimeline
MARATHON ASSET MANAGEMENT LP47,000$2.23M3.47%+22,00013F-HRTimeline
KM Capital Management Ltd.44,835$2.23M1.14%+10,13613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,739$2.22M0.04%+7,06213F-HRTimelineGroup
Rye Brook Capital LLC44,700$2.22M2.07%+2,70013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.44,625$2.22M0.1%13F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co44,545$2.21M0.11%+1,43413F-HRTimeline
WEDBUSH SECURITIES INC44,113$2.19M0.06%+5,41713F-HRTimeline
Jackson Hole Capital Partners, LLC44,079$2.19M0.37%+27713F-HRTimeline
Ewing Morris & Co. Investment Partners …43,235$2.17M0.95%-2,82813F-HRTimeline
J.W. COLE ADVISORS, INC.48,455$2.17M0.05%-1,54913F-HRTimeline
Larson Financial Group LLC43,525$2.16M0.07%+6,62013F-HRTimeline
Compass Financial Group, Inc. (Ohio)43,289$2.15M1.57%13F-HRTimeline
Arax Advisory Partners43,319$2.15M0.06%+10,08913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC43,208$2.15M0.01%+3,72913F-HRTimelineGroup
MBL Wealth, LLC43,161$2.14M0.17%+5,12113F-HRTimeline
Maridea Wealth Management LLC43,009$2.14M0.32%-38,08913F-HRTimeline
PURSUE WEALTH PARTNERS LLC42,957$2.13M1.04%+16,40713F-HRTimeline
RIVERSEDGE ADVISORS, LLC42,951$2.13M0.35%-9,99613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC42,858$2.13M0.03%+1,84013F-HRTimelineGroup
Montz Harcus Wealth Management LLC42,831$2.13M0.86%+5,37913F-HRTimeline
OneDigital Investment Advisors LLC42,726$2.12M0.02%+8,89113F-HRTimeline
Avior Wealth Management, LLC42,566$2.11M0.07%+9,83013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…42,557$2.11M0.01%new13F-HRTimeline
UNIQUE WEALTH, LLC42,315$2.1M0.29%+23,70713F-HRTimeline
Heritage Family Offices, LLP42,252$2.1M0.95%+14,28113F-HRTimeline
INVESTMENT PARTNERS, LTD.42,162$2.09M0.73%+25013F-HRTimeline
Kathmere Capital Management, LLC42,136$2.09M0.14%+37,73213F-HRTimeline
Kercheville Advisors, LLC40,745$2.06M0.54%+23,89213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC41,507$2.06M0.03%-72,62613F-HRTimelineGroup
WMG Financial Advisors, LLC41,431$2.06M0.85%+18,72013F-HRTimeline
GR FINANCIAL GROUP, LLC41,368$2.05M0.46%+5,85413F-HRTimeline
Andina Capital Management, LLC41,314$2.05M1.24%+9,41913F-HRTimeline
SIMON QUICK ADVISORS, LLC40,970$2.03M0.09%+4,03413F-HRTimeline
Kapstone Financial Advisors LLC40,965$2.03M1.01%new13F-HRTimeline
Integrated Advisors Network LLC40,950$2.03M0.09%-18,40313F-HRTimeline
Broussard Financial Group LLC40,890$2.03M1.65%13F-HRTimeline
TSFG, LLC40,863$2.03M0.3%+6,65313F-HRTimeline
Bison Wealth, LLC50,746$2.02M0.23%+21,64913F-HRTimeline
DDD Partners, LLC40,622$2.02M0.13%+97513F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding40,396$2.01M+17,729Timeline
Bullish40,000$1.99M0.73%13F-HRTimeline
ION Fund Management Ltdin group ION Fund Management Ltd40,000$1.99M0.25%13F-HRTimelineGroup
Sagace Wealth Management LLC39,864$1.98M1.35%+1,98313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC39,154$1.94M0.84%+14,58113F-HRTimeline
Gladstone Institutional Advisory LLC39,127$1.94M0.07%+7,21713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,054$1.94M0.04%-8,64513F-HRTimeline
Quinn Opportunity Partners LLC39,000$1.94M0.08%-36,00013F-HRTimeline
HCR Wealth Advisors38,930$1.93M0.19%+3,08513F-HRTimeline
AKUNA SECURITIES LLC38,926$1.93M0.75%-52,08413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK38,816$1.93M0.01%+2,97013F-HRTimelineGroup
RFG Advisory, LLC38,811$1.93M0.04%+1,82913F-HRTimeline
Impact Partnership Wealth, LLC38,680$1.92M0.25%+4,68313F-HRTimeline
Avid Wealth Partners LLC38,672$1.92M0.94%+7,23513F-HRTimeline
Evergreen Quality Fund GP, Ltd.38,322$1.9M0.04%013F-HRTimeline
Altura Wealth Advisors Inc.38,177$1.9M0.82%+8,75213F-HRTimeline
Fort Point Capital Partners LLC35,051$1.89M0.23%+3,44913F-HRTimeline
SteelPeak Wealth, LLC38,050$1.89M0.06%+8,96313F-HRTimeline
Strategic Wealth Partners, Ltd.37,992$1.89M0.13%+2,05213F-HRTimeline
SMITH, MOORE & CO.37,788$1.88M0.14%+7,74113F-HRTimeline
Financial Futures Ltd Liability Co.37,527$1.86M0.86%+4,67513F-HRTimeline
Pachira Investments Inc.37,493$1.86M0.91%+2,96913F-HRTimeline
Napean Trading & Investment Co (Singapo…37,476$1.86M0.36%013F-HRTimeline
Systelligence, LLC37,355$1.85M0.35%new13F-HRTimeline
Arete Wealth Advisors, LLC37,179$1.85M0.13%-19,98213F-HR/ATimeline
Belpointe Asset Management LLC36,855$1.83M0.07%-18,63713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC36,753$1.82M0.01%+47813F-HRTimelineGroup
Elevate Capital Advisors, LLC36,749$1.82M1.21%+11,73513F-HRTimeline
Lansing Street Advisors36,746$1.82M0.47%-64,08313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.36,595$1.82M1.33%-4,67913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC36,526$1.81M0.1%+16,90913F-HRTimeline
Sterling Investment Advisors, Ltd.36,386$1.81M0.33%-84413F-HRTimeline
ARS Investment Partners, LLC36,265$1.8M0.11%+5,56013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC36,236$1.8M0.06%-13,02213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.36,185$1.8M0.07%+11,47313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,061$1.79M-157Timeline
Walser Wealth Management Company, A Ltd…36,045$1.79M0.94%13F-HRTimeline
HHLR ADVISORS, LTD.in group HHLR ADVISORS, LTD.35,300$1.75M0.06%new13F-HRTimelineGroup
Amtrust Financial Services, Inc.35,000$1.74M0.55%013F-HRTimeline
J. Goldman & Co LP35,000$1.74M0.07%+17,00013F-HRTimeline
True North Advisors, LLC34,890$1.73M0.22%-7,59913F-HRTimeline
SeaCrest Wealth Management, LLC33,366$1.72M0.17%-20513F-HRTimeline
HGC Investment Management Inc.34,606$1.72M0.36%-8,33013F-HRTimeline
Capricorn Fund Managers Ltd34,601$1.72M0.41%+7,11113F-HRTimeline
Powell Investment Advisors, LLC34,524$1.71M0.59%+14,15313F-HRTimeline
Sage Mountain Advisors LLC34,288$1.7M0.09%+77813F-HRTimeline
U.S. Capital Wealth Advisors, LLC34,020$1.69M0.04%+4,47913F-HRTimeline
Prospect Financial Services LLC33,980$1.69M0.97%+2,66413F-HRTimeline
Independent Family Office, LLC32,850$1.68M0.7%+1,75013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.33,600$1.67M<0.01%new13F-HRTimelineGroup
Atlatl Advisers LLC33,446$1.66M0.64%-244,85013F-HRTimeline
WESCAP Management Group, Inc.33,429$1.66M0.34%+23013F-HRTimeline
Arbor Wealth Management LLC\AZ33,421$1.66M1.29%13F-HRTimeline
Argos Wealth Advisors, LLC33,413$1.66M0.45%13F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.32,448$1.66M1.28%+1,99813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.33,381$1.66M0.01%-68,45713F-HRTimelineGroup
WealthShield Partners, LLC33,290$1.65M0.18%-3,32913F-HRTimeline
PFG Investments, LLC33,172$1.65M0.08%+5,28213F-HRTimeline
Fonville Wealth Management LLC32,964$1.64M0.33%+5,69313F-HRTimeline
Daviman Financial, LLC32,963$1.64M0.96%13F-HRTimeline
Columbus Macro, LLC32,830$1.63M0.18%+14,28413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …32,566$1.62M0.01%13F-HR/ATimelineGroup
All Terrain Financial Advisors, LLC32,483$1.61M0.5%+3,40013F-HRTimeline
Core Wealth Partners LLC32,156$1.6M0.72%+2,24813F-HRTimeline
Sharkey, Howes & Javer32,110$1.59M0.2%+11,44213F-HRTimeline
Mirador Capital Partners LP32,003$1.59M0.22%-1,19013F-HRTimeline
Fermata Advisors, LLC31,859$1.58M0.38%-60413F-HRTimeline
Platform Technology Partners31,685$1.57M0.34%-3,79713F-HRTimeline
Beaumont Financial Advisors, LLC31,646$1.57M0.1%new13F-HRTimeline
Park Edge Advisors, LLC31,535$1.57M0.35%-36,34613F-HRTimeline
Alliance Wealth Advisors, LLC /UT31,373$1.56M0.34%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV39,805$1.55M0.6%+1,20113F-HRTimeline
Solstein Capital, LLC31,033$1.54M0.62%-28,14813F-HRTimeline
Americana Partners, LLC31,022$1.54M0.04%+11,64413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.30,998$1.54M0.07%-51,47813F-HRTimelineGroup
Copia Wealth Management30,894$1.53M1.1%-1,22713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…30,870$1.53M0.01%+1,03013F-HRTimelineGroup
Principia Wealth Advisory, LLC30,614$1.52M0.95%+4,46013F-HRTimeline
RoundAngle Advisors LLC30,579$1.52M1.11%+59113F-HRTimeline
Wealth Management Associates, Inc.30,577$1.52M0.53%-5,89013F-HRTimeline
Banco BTG Pactual S.A.30,303$1.5M0.27%-7,43113F-HRTimeline
American Trust30,237$1.5M0.13%new13F-HRTimeline
Boreal Capital Management LLC30,212$1.5M1.13%+2,07813F-HRTimeline
Formidable Asset Management, LLC22,993$1.49M0.22%-81713F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.30,055$1.49M0.31%+8,60013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,854$1.49M<0.01%+17,47113F-HRTimelineGroup
VISTA FINANCE, LLC29,885$1.48M0.99%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.29,801$1.48M<0.01%+4,55013F-HRTimelineGroup
Ethos Financial Group, LLC29,524$1.47M0.11%-28,52313F-HRTimeline
SOFI WEALTH, LLC29,486$1.46M0.07%+8,29313F-HRTimeline
TME FINANCIAL, INC.29,164$1.45M1.02%+9,59313F-HRTimeline
Morse Asset Management, Inc29,080$1.44M0.29%+1,58013F-HRTimeline
Brookwood Investment Group LLC28,993$1.44M0.17%+5,44213F-HRTimeline
Turim 21 Investimentos Ltda.28,898$1.43M0.55%-5,70513F-HRTimeline
Royal Harbor Partners, LLC28,880$1.43M0.47%-25,28713F-HRTimeline
WealthPlan Investment Management, LLC28,613$1.42M0.09%new13F-HRTimeline
Circle Wealth Management, LLC28,610$1.42M0.02%+5,57813F-HRTimeline
Miller Capital Partners, Inc.28,510$1.42M0.72%13F-HRTimeline
RED REEF ADVISORS LLC28,486$1.41M1.44%13F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC28,441$1.41M4.28%13F-HRTimeline
Elequin Capital, LP27,955$1.39M0.18%-803,72813F-HRTimeline
Joel Isaacson & Co., LLC27,915$1.39M0.05%+7,51313F-HRTimeline
CORDA Investment Management, LLC.27,912$1.39M0.1%+1,27013F-HRTimeline
CMG Global Holdings, LLC33,215$1.38M0.61%+3,43213F-HRTimeline
NorthRock Partners, LLC27,755$1.38M0.02%+13,93613F-HRTimeline
First National Trust Co27,752$1.38M0.05%-71013F-HRTimeline
RIA Advisory Group LLC27,623$1.37M0.33%-48013F-HRTimeline
DOLIVER ADVISORS, LP27,374$1.36M0.34%+12,77013F-HRTimeline
Counterweight Ventures, LLC27,274$1.35M0.76%+1,55513F-HRTimeline
Leo Wealth, LLC27,207$1.35M0.1%+8,65113F-HRTimeline
BIP Wealth, LLC27,207$1.35M0.05%+18,71613F-HRTimeline
BridgePort Financial Solutions, LLC27,005$1.34M0.36%+2,93313F-HRTimeline
Oak Barrel Wealth Advisory LLC26,970$1.34M0.8%13F-HRTimeline
Mountain Capital Investment Advisors In…26,288$1.33M0.21%+1,67313F-HRTimeline
BCS Wealth Management26,682$1.32M0.13%+17,04613F-HRTimeline
MATTERS CAPITAL LLC26,673$1.32M1.08%13F-HRTimeline
PATTEN & PATTEN INC/TN26,666$1.32M0.08%-1,65213F-HRTimeline
AlphaCore Capital LLC26,617$1.32M0.03%-7,80613F-HRTimeline
B. Riley Wealth Advisors, Inc.26,574$1.32M0.06%-5,13913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC26,557$1.32M0.4%+7,60013F-HRTimeline
WCG Wealth Advisors LLC26,346$1.31M0.04%+13,67513F-HRTimeline
CoinFund Management LLC26,280$1.3M2.24%13F-HRTimeline
EQUITABLE TRUST CO26,110$1.3M0.06%+3,79013F-HRTimeline
Howard Capital Management Group, LLC25,790$1.28M0.08%+10013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC25,754$1.28M0.57%13F-HRTimeline
COMERICA BANK25,688$1.28M0.01%-5,77913F-HRTimeline
Hurley Capital, LLC25,639$1.27M0.71%+3,57513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC25,464$1.26M0.24%+13,56113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding25,432$1.26M-3,080Timeline
Venture Visionary Partners LLC25,278$1.26M0.04%+88013F-HRTimeline
Meridian Wealth Management, LLC25,173$1.25M0.04%+7,76513F-HRTimeline
Legacy Advisors, LLC25,151$1.25M0.13%new13F-HRTimeline
Resurgent Financial Advisors LLC25,130$1.25M0.63%-9,18913F-HRTimeline
CAPITAL ADVISORS INC/OK25,090$1.25M0.02%-3,43213F-HRTimeline
Caprock Group, LLC25,000$1.24M0.03%013F-HRTimeline
CFM WEALTH PARTNERS LLC24,944$1.24M0.18%+10,12613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…24,924$1.24M0.15%-4,57513F-HRTimeline
Clarius Group, LLC24,908$1.24M0.07%+4,20113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC24,800$1.23M0.05%+12,70013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding24,777$1.23M+7,564Timeline
San Luis Wealth Advisors LLC24,725$1.23M0.21%+16,37113F-HRTimeline
Archer Investment Corp24,706$1.23M0.28%-24713F-HRTimeline
Main Street Financial Solutions, LLC24,694$1.23M0.09%+13,80313F-HRTimeline
Objective Capital Management, LLC24,556$1.22M1.24%-7,86813F-HRTimeline
Private Wealth Asset Management, LLC24,472$1.22M0.13%+20,60113F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC24,401$1.21M0.54%+3,00013F-HRTimeline
Green Ridge Wealth Planning LLC24,378$1.21M0.62%13F-HRTimeline
IFC Advisors LLC24,280$1.21M0.18%+1,70013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC24,120$1.2M0.34%+12,32013F-HRTimeline
DBA TRADING, LLC24,100$1.2M1.19%13F-HRTimeline
Ashton Thomas Private Wealth, LLC24,083$1.2M0.03%-6,94813F-HRTimeline
TRED AVON FAMILY WEALTH, LLC24,042$1.19M0.39%013F-HRTimeline