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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,103 managers (1,113 13F filers) reported a position in IBIT shares at 2024-12-31, 327,484,814 shares in all. 389 filers opened a position and 45 filers sold out during the quarter.

Managers
1,103
13F filers
1,113
New
389
Added
431
Reduced
120
Sold out
45
Shares held by filers
327,484,814

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CATALYST PRIVATE WEALTH, LLC10,431$553K0.25%-79113F-HRTimeline
Hibernia Wealth Partners, LLC10,413$552K0.42%new13F-HRTimeline
Zuckerman Investment Group, LLC9,514$548K0.05%+3,51413F-HRTimeline
THOMPSON DAVIS & CO., INC.10,323$548K0.35%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…10,225$542K0.03%new13F-HRTimeline
ORG Partners LLC10,208$542K0.07%+7,92413F-HRTimeline
Octavia Wealth Advisors, LLC10,164$539K0.07%+1,30113F-HRTimeline
FineMark National Bank & Trust10,138$538K0.02%new13F-HRTimeline
Regency Capital Management Inc.\DE10,029$532K0.29%new13F-HRTimeline
Canton Hathaway, LLC10,000$531K0.13%+1,00013F-HRTimeline
Ionic Capital Management LLC10,000$530K0.52%new13F-HRTimeline
BANQUE PICTET & CIE SA10,000$530K0.01%new13F-HRTimeline
MADDEN SECURITIES Corp10,000$530K0.21%013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,845$522K0.01%new13F-HRTimeline
Intrua Financial, LLC9,839$522K0.08%new13F-HRTimeline
Good Life Advisors, LLC9,805$520K0.04%new13F-HRTimeline
Narus Financial Partners, LLC9,755$518K0.18%+12213F-HRTimeline
Bray Capital Advisors9,620$510K0.14%013F-HRTimeline
Sandbox Financial Partners, LLC9,596$509K0.17%+1,34013F-HRTimeline
Fernwood Investment Management, LLC9,584$508K0.18%013F-HRTimeline
DOLIVER ADVISORS, LP9,581$508K0.14%+2,02313F-HRTimeline
1776 Wealth LLC9,581$508K0.23%new13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …9,560$507K0.39%+38013F-HRTimeline
Smartleaf Asset Management LLC9,399$503K0.05%+8,42413F-HRTimeline
GM Advisory Group, LLC9,444$501K0.03%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC9,338$495K0.35%+1,25013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC9,300$493K0.02%new13F-HRTimeline
Bravias Capital Group, LLC8,545$493K0.4%13F-HRTimeline
EPIQ Capital Group, LLC9,280$492K0.13%new13F-HRTimeline
AWM CAPITAL, LLC9,279$492K0.06%new13F-HRTimeline
Heritage Wealth Partners, LLC9,235$490K0.61%new13F-HRTimeline
HBK Sorce Advisory LLC9,228$490K0.01%+2,52513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding9,199$488K-3,759Timeline
COZAD ASSET MANAGEMENT INC9,139$485K0.05%-68513F-HRTimeline
Canal Capital Management, LLC9,135$485K0.08%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,106$483K0.01%new13F-HRTimelineGroup
Optivise Advisory Services LLC9,096$483K0.26%-77213F-HRTimeline
RVW Wealth, LLC9,091$482K0.04%new13F-HRTimeline
DecisionMap Wealth Management, LLC9,006$478K0.38%13F-HRTimeline
One Capital Management, LLC8,984$477K0.02%new13F-HRTimeline
Lindbrook Capital, LLC8,980$476K0.04%+6,98013F-HRTimeline
FNY Investment Advisers, LLC8,800$466K0.24%-13,20013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,779$466K<0.01%+1,72613F-HRTimelineGroup
Clear Creek Financial Management, LLC8,774$465K0.05%new13F-HRTimeline
Rangeley Capital, LLC8,750$464K0.44%13F-HRTimeline
Centurion Wealth Management LLC8,732$463K0.14%new13F-HRTimeline
NFSG Corp8,636$458K0.12%+86813F-HRTimeline
Austin Private Wealth, LLC8,593$456K0.04%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP8,565$455K0.01%+58013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC8,571$455K0.07%+2,12413F-HRTimeline
United Asset Strategies, Inc.8,555$454K0.04%new13F-HRTimeline
Gladstone Institutional Advisory LLC8,524$452K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,450$448K<0.01%+2,25013F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…7,875$446K0.32%new13F-HRTimeline
Strategic Blueprint, LLC8,403$446K0.03%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP8,390$445K0.01%013F-HRTimeline
Rothschild Wealth LLC8,349$443K0.13%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,325$442K0.02%new13F-HRTimeline
J2 Capital Management Inc8,300$440K0.41%13F-HRTimeline
Kolinsky Wealth Management, LLC8,289$440K0.27%new13F-HRTimeline
Van Hulzen Asset Management, LLC8,273$439K0.03%+10013F-HRTimeline
Oxford Wealth Group, LLC8,245$437K0.28%new13F-HRTimeline
CAPITAL ADVISORS INC/OK8,222$436K0.01%new13F-HRTimeline
Western Wealth Management, LLC8,097$430K0.03%new13F-HR/ATimeline
Koshinski Asset Management, Inc.8,067$428K0.04%+1,67113F-HRTimeline
J. Goldman & Co LP8,000$424K0.02%-12,25013F-HRTimeline
AVALON CAPITAL MANAGEMENT8,000$424K0.14%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,960$422K0.01%+1,75213F-HRTimeline
OARSMAN CAPITAL, INC.7,887$418K0.07%+1,03213F-HRTimeline
Hamilton Wealth, LLC7,883$418K0.1%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,752$411K0.01%+1,26613F-HRTimelineGroup
Alpha Cubed Investments, LLC7,732$410K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,639$405K<0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.7,611$404K0.24%new13F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC7,600$403K0.05%new13F-HRTimeline
WEALTH EFFECTS LLC7,530$399K0.14%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,498$397K0.01%+1,79513F-HRTimelineGroup
Meixler Investment Management, Ltd.7,413$393K0.29%-7913F-HRTimeline
Armbruster Capital Management, Inc.7,400$393K0.08%013F-HRTimeline
FUTURE YOU WEALTH LLC7,371$391K0.28%13F-HRTimeline
Insight Advisors, LLC/ PA7,291$390K0.07%+1,21013F-HRTimeline
Greenhouse Wealth Management, LLC7,313$388K0.26%013F-HRTimeline
Millington Financial Advisors, LLC6,719$387K0.22%013F-HRTimeline
Financial Management Professionals, Inc.7,281$386K0.05%+5013F-HRTimeline
FourThought Financial Partners, LLC7,269$386K0.04%new13F-HRTimeline
Fire Capital Management LLC7,268$386K0.29%13F-HRTimeline
Midwest Financial Group LLC7,248$385K0.22%new13F-HRTimeline
Verus Financial Partners, Inc.7,122$383K0.04%013F-HRTimeline
GFG Capital, LLC7,228$383K0.11%new13F-HRTimeline
Clientfirst Wealth Management, LLC7,225$383K0.39%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,190$381K0.02%new13F-HRTimeline
Watts Gwilliam & Co., LLC6,960$381K0.08%013F-HRTimeline
Everhart Financial Group, Inc.7,144$379K0.08%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,660$377K<0.01%+17013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC7,051$374K0.17%+30413F-HRTimeline
ZEGA Investments, LLC6,243$373K0.11%13F-HRTimeline
TME FINANCIAL, INC.10,300$372K0.35%13F-HRTimeline
Capital Investment Advisors, LLC6,992$371K0.01%new13F-HRTimeline
YCG, LLC6,984$371K0.03%new13F-HRTimeline
Ridgewood Investments LLC6,980$370K0.18%+3,03013F-HRTimeline
Mason & Associates Inc6,963$369K0.09%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC6,942$368K0.22%13F-HRTimeline
Investment Partners Asset Management, I…6,883$365K0.29%+69013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,876$365K<0.01%13F-HR/ATimelineGroup
Relyea Zuckerberg Hanson LLC6,870$364K0.05%new13F-HRTimeline
Ascent Wealth Partners, LLC6,842$363K0.05%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,825$362K0.03%new13F-HR/ATimeline
ENCOMPASS WEALTH ADVISORS, LLC6,808$361K0.15%new13F-HRTimeline
Golden State Wealth Management, LLC6,760$359K0.05%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC6,734$357K0.03%+50013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,730$357K<0.01%+88013F-HRTimeline
Peak Planning Group, LLC6,716$356K0.15%new13F-HRTimeline
Rossby Financial, LCC6,700$355K0.23%13F-HRTimeline
UNITED BANK6,693$355K0.04%new13F-HRTimeline
San Luis Wealth Advisors LLC6,687$355K0.07%+54013F-HRTimeline
Convergence Financial, LLC6,628$352K0.07%new13F-HRTimeline
Seelaus Asset Management LLC6,619$351K0.32%new13F-HRTimeline
Capstone Financial Advisors, Inc.6,592$350K0.02%new13F-HRTimeline
Graypoint LLC6,541$347K0.02%-10,31913F-HRTimeline
Consolidated Portfolio Review Corp6,472$343K0.05%new13F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC6,453$342K0.09%new13F-HRTimeline
Maia Wealth LLC5,926$342K0.07%new13F-HRTimeline
Ballew Advisors, Inc6,380$340K0.22%new13F-HRTimeline
Naviter Wealth, LLC6,400$340K0.04%013F-HRTimeline
Holistic Financial Partners6,351$337K0.17%+1413F-HRTimeline
Lauer Wealth, LLC6,350$337K0.23%new13F-HRTimeline
Alpine Global Management, LLC6,337$336K0.1%new13F-HR/ATimeline
Avid Wealth Partners LLC6,312$335K0.24%+10413F-HRTimeline
Sara-Bay Financial6,225$333K0.12%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,275$333K0.16%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,275$333K0.06%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…6,274$333K<0.01%+3,24613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,251$332K<0.01%new13F-HRTimelineGroup
GR FINANCIAL GROUP, LLC6,243$331K0.06%new13F-HRTimeline
Tradition Wealth Management, LLC6,221$330K0.03%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC6,220$330K0.02%-1,80013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,712$329K0.05%new13F-HRTimeline
Pallas Capital Advisors LLC6,177$328K0.01%+98113F-HRTimeline
Plancorp, LLC6,175$328K0.01%+413F-HRTimeline
All Terrain Financial Advisors, LLC6,173$327K0.13%new13F-HRTimeline
MIG Capital, LLC6,148$326K0.03%new13F-HRTimeline
Citrine Capital LLC6,119$325K0.24%13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC6,112$324K0.13%new13F-HRTimeline
Bluespring Wealth Management, LLC6,082$323K0.03%new13F-HRTimeline
ABOUND FINANCIAL, LLC6,071$322K0.16%13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT6,070$322K0.06%013F-HRTimeline
Pure Financial Advisors, LLC6,024$320K0.01%new13F-HRTimeline
Altus Wealth Group LLC6,014$319K0.14%+31513F-HRTimeline
Coordinated Financial Services, Inc.6,006$319K0.25%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,001$318K0.02%013F-HRTimeline
Avondale Wealth Management6,000$318K0.2%-1,05513F-HRTimeline
Pacific Point Advisors, LLC6,000$318K0.19%13F-HRTimeline
Astra Wealth Partners LLC5,988$318K0.3%13F-HRTimeline
McAdam, LLC5,973$317K0.02%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,931$315K0.08%new13F-HRTimelineGroup
Defined Financial Planning LLC5,901$313K0.33%13F-HRTimeline
Benin Management CORP5,900$313K0.09%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,805$308K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC5,790$307K0.02%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,789$307K0.03%new13F-HR/ATimeline
Modern Wealth Management, LLC5,788$307K0.01%new13F-HR/ATimeline
SAX WEALTH ADVISORS, LLC5,758$305K0.02%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,713$303K0.03%new13F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC5,700$302K0.02%013F-HRTimeline
Cushing Capital Partners, LLC5,688$302K0.29%13F-HRTimeline
Allie Family Office LLC5,679$301K0.17%-1,88913F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,675$301K0.06%new13F-HRTimeline
Continuum Advisory, LLC5,674$301K0.04%-36013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,630$299K0.14%new13F-HRTimeline
GFS Advisors, LLC5,587$296K0.05%new13F-HRTimeline
SYNOVUS FINANCIAL CORP5,571$296K<0.01%new13F-HRTimeline
EQUITABLE TRUST CO5,551$294K0.02%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,544$294K0.02%new13F-HRTimeline
Retirement Planning Co of New England, …5,517$293K0.14%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …5,500$292K0.04%new13F-HRTimelineGroup
Clarius Group, LLC5,468$290K0.02%new13F-HRTimeline
Evanson Asset Management, LLC5,466$290K0.02%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,460$290K0.04%new13F-HRTimelineGroup
Columbus Macro, LLC5,449$289K0.04%new13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV5,447$289K0.26%13F-HRTimeline
Aspiring Ventures, LLC4,825$288K0.18%13F-HRTimeline
Samalin Investment Counsel, LLC5,419$288K0.12%new13F-HRTimeline
Spectrum Wealth Counsel, LLC5,417$287K0.03%+4,15113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,399$286K0.03%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,378$285K0.01%new13F-HRTimeline
Blue Trust, Inc.5,360$284K<0.01%+69113F-HR/ATimeline
MOSAIC FINANCIAL GROUP, LLC5,359$284K0.2%new13F-HRTimeline
FRG Family Wealth Advisors LLC5,342$283K0.05%new13F-HRTimeline
Sunburst Financial Group, LLC5,341$283K0.07%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,296$281K0.01%013F-HRTimelineGroup
Verdence Capital Advisors LLC5,281$280K0.02%-2,87413F-HRTimeline
Claret Asset Management Corp5,275$280K0.04%new13F-HRTimeline
Lifestyle Asset Management, Inc.5,272$280K0.15%new13F-HRTimeline
Financial Security Advisor, Inc.5,265$279K0.07%new13F-HRTimeline
Whalen Wealth Management Inc.5,251$279K0.19%new13F-HRTimeline
Embree Financial Group5,244$278K0.05%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,242$278K<0.01%+4,85513F-HRTimelineGroup
HTLF Bank5,227$277K0.03%new13F-HRTimeline
Rathbones Group PLC5,183$275K<0.01%-34,67713F-HRTimeline
NorthRock Partners, LLC5,176$275K0.01%new13F-HR/ATimeline