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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,464 managers (1,479 13F filers) reported a position in IBIT shares at 2026-06-30, 346,070,720 shares in all. 113 filers opened a position and 195 filers sold out during the quarter.

Managers
1,464
13F filers
1,479
New
113
Added
583
Reduced
472
Sold out
195
Shares held by filers
346,070,720

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
IFC Advisors LLC24,578$818K0.1%+29813F-HRTimeline
Intrua Financial, LLC24,524$816K0.08%+1,08713F-HRTimeline
OceanIQ Capital, LLC22,715$816K0.5%13F-HRTimeline
TIAAgroup of 3 filers holding24,417$813K+13,426Timeline
Forefront Wealth Partners, LLC24,127$803K0.25%+66813F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC24,120$803K0.2%013F-HRTimeline
Park Edge Advisors, LLC24,009$799K0.17%+85613F-HRTimeline
Bluespring Wealth Management, LLC23,878$795K0.02%+12,32013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC23,844$794K0.46%+5213F-HRTimeline
Integrated Advisors Network LLC23,558$784K0.04%+49113F-HRTimeline
Wedmont Private Capital21,643$784K0.02%-42,30813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC21,636$782K0.01%+2,87013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,254$775K<0.01%-2,58713F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC23,240$774K0.26%-1,77413F-HRTimeline
Perennial Investment Advisors, LLC23,161$771K0.05%-3,10313F-HRTimeline
Mountain Capital Investment Advisors In…23,046$767K0.11%+3013F-HRTimeline
BlackDiamond Wealth Management, LLC21,159$767K0.31%-43513F-HRTimeline
McAdam, LLC23,001$766K0.03%+3,88813F-HRTimeline
Venture Visionary Partners LLC22,983$765K0.02%-34,63513F-HRTimeline
Carnegie Investment Counsel22,828$760K0.02%-4,96913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,715$756K0.01%-4,92013F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,558$751K0.02%-1,26713F-HRTimeline
Owen LaRue, LLC22,452$747K0.26%+50613F-HRTimeline
Clientfirst Wealth Management, LLC22,417$746K0.61%+6,52713F-HRTimeline
Icon Wealth Advisors, LLC22,359$744K0.04%-4513F-HRTimeline
VANCE WEALTH, LLC22,274$741K0.17%+2,29613F-HRTimeline
Cornerstone Wealth Management, LLC22,162$738K0.03%+5,37013F-HRTimeline
WealthPlan Investment Management, LLC22,017$733K0.04%-10,85013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …18,937$728K<0.01%013F-HRTimelineGroup
Heritage Investment Group, Inc.21,828$727K0.1%013F-HRTimeline
WEALTH ALLIANCE, LLC21,758$724K0.06%-4,67513F-HRTimeline
Gruss & Co., LLC21,700$722K1.89%new13F-HRTimeline
TENET WEALTH PARTNERS, LLC19,630$722K0.54%13F-HRTimeline
Hilltop National Bank21,589$719K0.15%013F-HRTimeline
WESCAP Management Group, Inc.21,485$715K0.13%-1,73213F-HRTimeline
Ascent Wealth Partners, LLC21,336$710K0.07%+91113F-HRTimeline
Centurion Wealth Management LLC21,314$710K0.17%-69,72213F-HRTimeline
Colter Lewis Investment Partners LLC21,300$709K0.32%+2,32613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC21,282$708K0.01%+3713F-HRTimeline
International Private Wealth Advisors L…21,191$705K0.36%-21513F-HRTimeline
FORBES J M & CO LLP21,180$705K0.06%new13F-HRTimeline
Custos Family Office, LLC21,143$704K0.42%+15,13013F-HRTimeline
BlueChip Wealth Advisors LLC21,138$704K0.27%-1,05113F-HRTimeline
Turn8 Private Wealth Inc.21,120$703K0.47%-10,48913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…21,099$702K0.02%+2,25113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…20,962$698K0.08%-1,56613F-HRTimeline
Rinkey Investments20,956$698K0.16%-1,81213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC20,955$698K0.02%+36513F-HRTimeline
Cape Investment Advisory, Inc.20,928$697K0.19%-2,91713F-HRTimeline
Choate Investment Advisors20,906$696K0.01%+25413F-HRTimeline
Cambridge Financial Group, LLC20,900$696K0.22%+36113F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.20,760$691K0.23%-14513F-HRTimeline
WELLINGTON-ALTUS USA INC.17,968$690K0.49%+5,17013F-HRTimeline
Delta Investment Management, LLC20,676$688K0.11%-52413F-HRTimeline
J2 Capital Management Inc20,579$685K0.46%-1,74113F-HRTimeline
Gibson Capital, LLC20,529$683K0.11%+3413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding20,503$683K+3,671Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC20,501$682K<0.01%+4,07613F-HRTimelineGroup
SACKS & ASSOCIATES, LLC19,073$680K0.46%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20,167$671K<0.01%+3,58413F-HRTimelineGroup
Douglass Winthrop Advisors, LLC20,163$671K0.01%+1,95013F-HRTimeline
Accel Wealth Management20,149$671K0.15%-83513F-HRTimeline
Capital CS Group, LLC20,076$668K0.97%+9,65013F-HRTimeline
Wealth Analytics Partners, LLC18,231$667K0.24%-86313F-HRTimeline
Orvieto Partners, L.P.20,000$666K0.5%013F-HRTimeline
Asset Dedication, LLC19,998$666K0.04%+1,12713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.19,948$664K<0.01%+86113F-HRTimelineGroup
DecisionMap Wealth Management, LLC19,915$663K0.37%+36313F-HRTimeline
Solitude Financial Services19,890$662K0.18%+1,80113F-HRTimeline
Alpha Financial Partners LLC19,888$662K0.35%-9,16813F-HRTimeline
VISTA FINANCE, LLC19,872$662K0.37%-18513F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC19,793$659K0.56%+70513F-HRTimeline
Cornerstone Planning Group LLC17,635$658K0.08%+1,91513F-HRTimeline
Soltis Investment Advisors LLC19,613$653K0.04%-1,41813F-HRTimeline
Capital Investment Advisory Services, L…19,600$652K0.04%+4,51913F-HRTimeline
Glassman Wealth Services19,484$649K0.08%+18813F-HRTimeline
Camelot Portfolios, LLC19,462$648K0.46%+95013F-HRTimeline
Strategic Blueprint, LLC19,408$646K0.03%-71913F-HRTimeline
Busey Bank19,406$646K0.02%+8013F-HRTimeline
University of Illinois Foundation19,300$642K0.11%new13F-HRTimeline
Pure Financial Advisors, LLC19,255$641K0.01%+25613F-HRTimeline
Formidable Asset Management, LLC16,592$637K0.1%+26013F-HRTimeline
Williams Jones Wealth Management, LLC.19,148$637K0.01%-22513F-HRTimeline
Triad Wealth Partners, LLC17,603$637K0.04%-6,05613F-HRTimeline
KTF INVESTMENTS, LLC19,110$636K0.06%+36513F-HRTimeline
Invst, LLC19,102$636K0.06%-4,07113F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.18,973$632K0.34%-1,23813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp18,924$630K<0.01%-2,65013F-HRTimelineGroup
West Financial Advisors, LLC18,800$626K0.1%+1,50713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC18,736$624K0.07%+2,25113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC18,675$622K0.12%-213F-HR/ATimeline
B. Riley Wealth Advisors, Inc.18,140$620K0.03%+5013F-HRTimeline
SAX WEALTH ADVISORS, LLC16,133$620K0.03%-3,19613F-HRTimeline
WealthShield Partners, LLC18,609$619K0.09%-9,49113F-HRTimeline
Oak Barrel Wealth Advisory LLC18,500$616K0.27%13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT18,470$615K0.02%013F-HRTimeline
Kagan Cocozza Asset Management18,398$612K0.38%+1,98713F-HRTimeline
HBK Sorce Advisory LLC16,641$611K0.01%-17713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC18,365$611K0.18%-21513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.18,323$610K0.15%-77713F-HRTimeline
Harfst & Associates, Inc.18,139$604K0.09%+1,48013F-HRTimeline
Orin Green Financial, LLC18,139$604K0.22%013F-HRTimeline
Integrity Wealth Solutions LLC18,079$602K0.22%new13F-HRTimeline
Apella Capital, LLC16,635$601K0.01%+1,08413F-HRTimeline
OLD NATIONAL BANCORP /IN/18,000$599K0.01%-331,54813F-HRTimeline
Cypress Wealth Services, LLC17,946$597K0.07%+64313F-HRTimeline
NWAM LLC17,856$594K0.03%+6,72613F-HRTimeline
Centiva Capital, LP17,670$588K0.02%013F-HRTimeline
Tamar Securities, LLC17,657$588K0.05%+73513F-HRTimeline
Financial Management Professionals, Inc.17,636$587K0.06%+11813F-HRTimeline
Balboa Wealth Partners17,635$587K0.08%+10,79413F-HRTimeline
FAS Wealth Partners, Inc.17,631$587K0.03%+1,39713F-HRTimeline
Argentarii, LLC16,310$586K0.18%-24913F-HRTimeline
Prodigy Asset Management LLC17,600$586K0.18%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,580$585K0.02%+30913F-HRTimeline
Wick Capital Partners, LLC17,512$583K0.09%-74613F-HRTimeline
BOUSSARD & GAVAUDAN GESTION SAS17,585$583K0.03%13F-HRTimeline
Quadcap Wealth Management, LLC17,420$580K0.06%+26113F-HRTimeline
Fermata Advisors, LLC17,419$580K0.12%+14813F-HRTimeline
Global Wealth Management, LLC17,382$579K0.29%013F-HRTimeline
Three Seasons Wealth, LLC17,366$578K0.05%-5,49213F-HRTimeline
City State Bank17,350$578K0.13%013F-HRTimeline
1776 Wealth LLC17,335$577K0.2%013F-HRTimeline
DeDora Capital, Inc.17,318$577K0.13%-1,87813F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …17,297$576K<0.01%new13F-HRTimelineGroup
Wealth Management Associates, Inc.17,296$576K0.16%013F-HRTimeline
Ameliora Wealth Management Ltd.17,121$570K0.17%-21613F-HRTimeline
J.Safra Asset Management Corp16,980$565K0.03%+1,86913F-HRTimeline
Sound Financial Strategies Group, LLC16,935$564K0.36%-7,18213F-HRTimeline
Archer Investment Management, LLC16,904$563K0.19%-67,73013F-HRTimeline
Wealth Watch Advisors, INC16,651$554K0.18%-8,20913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC16,620$553K0.03%-4,16613F-HRTimeline
Ridgewood Investments LLC16,581$552K0.21%-4,02113F-HRTimeline
Acorn Wealth Advisors, LLC16,506$549K0.13%+2,47013F-HRTimeline
EPG Wealth Management LLC16,408$546K0.13%new13F-HRTimeline
DIVERSIFIED TRUST CO16,386$545K0.01%013F-HRTimeline
Sloy Dahl & Holst, LLC16,368$545K0.07%-2,49013F-HRTimeline
Landing Point Financial Group, LLC16,318$543K0.18%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC16,258$541K0.03%-1,73613F-HRTimeline
Atlas Private Wealth Advisors16,225$540K0.12%+3,89813F-HRTimeline
Kingsbury Capital Investment Advisors L…16,197$539K0.46%+7,66113F-HRTimeline
KMT WEALTH MANAGEMENT, LLC16,197$539K0.46%new13F-HRTimeline
UMB Bank, n.a.16,186$539K0.01%-11413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILTON CAPITAL MANAGEMENT LLC16,152$538K0.02%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.16,110$536K0.03%+9,79513F-HRTimeline
EARNED WEALTH ADVISORS, LLC15,990$532K0.03%+4,12013F-HRTimeline
Nan Fung Group Holdings Ltd15,968$532K0.4%013F-HRTimeline
HighPoint Advisor Group LLC15,959$531K0.02%-4,13213F-HRTimeline
PATTEN & PATTEN INC/TN15,907$530K0.03%013F-HRTimeline
Modera Wealth Management, LLC15,721$523K0.01%-6613F-HRTimeline
Traynor Capital Management, Inc.15,679$522K0.02%-8,71013F-HRTimeline
Sound View Wealth Advisors Group, LLC15,617$520K0.03%-8,26913F-HRTimeline
Wilmington Savings Fund Society, FSB15,510$516K0.01%-4,45813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP15,415$513K0.01%-28313F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS15,403$513K0.02%+3,93913F-HRTimelineGroup
National Wealth Management Group, LLC15,393$512K0.16%+1,03213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.15,375$512K0.16%+3,18913F-HRTimeline
WHITTIER TRUST CO14,159$511K0.01%013F-HRTimeline
NewCorp Financial Services, Inc.15,336$511K0.39%-2,51313F-HRTimeline
Luxor Capital Group, LP15,300$509K0.06%new13F-HRTimeline
BEACON FINANCIAL GROUP15,276$509K0.05%-1513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,198$506K0.03%-2013F-HRTimelineGroup
Kastel Capital Advisors, LLC13,145$505K0.32%-2,43213F-HRTimeline
Tempo Wealth, LLC15,042$501K0.07%-1,01213F-HRTimeline
Fortitude Financial, LLC15,004$499K0.45%-71613F-HRTimeline
Mirabaud & Cie SA15,000$499K0.2%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,971$498K0.01%+7,94113F-HRTimeline
PURSUE WEALTH PARTNERS LLC14,919$497K0.28%-2,47413F-HRTimeline
BEARING POINT CAPITAL, LLC14,900$496K0.07%new13F-HRTimeline
Smartleaf Asset Management LLC14,503$496K0.02%013F-HRTimeline
LWM Advisory Services, LLC14,875$495K0.88%013F-HRTimeline
CAPITAL ADVISORS INC/OK14,758$491K0.01%+24513F-HRTimeline
CAP Partners, LLC14,758$491K0.24%+48413F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC14,734$490K0.15%+4,85713F-HRTimeline
NORDEN GROUP LLC14,730$490K0.04%-1,49813F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC14,654$488K0.44%+9,20113F-HRTimeline
W ADVISORS, LLC14,634$487K0.22%+1,20013F-HRTimeline
Octavia Wealth Advisors, LLC14,591$486K0.04%+49013F-HRTimeline
Rossby Financial, LCC14,529$484K0.09%-213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.14,513$483K0.05%new13F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC14,500$483K0.14%new13F-HRTimeline
Composition Wealth, LLC14,469$482K0.01%+82513F-HRTimeline
HBW ADVISORY SERVICES LLC14,450$481K0.04%+1,56713F-HRTimeline
Advance Capital Management, Inc.14,419$480K0.02%+42113F-HRTimeline
Clear Creek Financial Management, LLC14,341$477K0.03%-49613F-HRTimeline
Sendero Wealth Management, LLC14,340$477K0.05%+2,04913F-HRTimeline
Insight Advisors, LLC/ PA14,258$475K0.08%-2,87213F-HRTimeline
Sage Investment Advisers LLC14,250$474K0.32%013F-HRTimeline
Pallas Capital Advisors LLC14,197$473K0.01%-20,02813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,193$472K0.03%-92213F-HRTimeline
CFM WEALTH PARTNERS LLC14,144$471K0.06%-10,63513F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC14,144$471K0.33%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV14,138$471K0.12%+6,56913F-HRTimeline
Ewing Morris & Co. Investment Partners …14,111$470K0.25%-16,82113F-HRTimeline
Onyx Bridge Wealth Group LLC13,939$464K0.04%+28113F-HRTimeline
Principle Wealth Partners LLC13,903$463K0.02%+1,52313F-HRTimeline
CCM INVESTMENT ADVISERS LLC13,885$462K0.04%013F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV13,874$462K0.26%+2,38513F-HRTimeline
RVW Wealth, LLC13,862$461K0.03%+2113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13,833$461K0.19%+78413F-HRTimelineGroup