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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,178 managers (1,189 13F filers) reported a position in IBIT shares at 2025-03-31, 274,598,129 shares in all. 220 filers opened a position and 134 filers sold out during the quarter.

Managers
1,178
13F filers
1,189
New
220
Added
610
Reduced
222
Sold out
134
Shares held by filers
274,598,129

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NFSG Corp12,933$605K0.15%+4,29713F-HRTimeline
CAP Partners, LLC12,863$602K0.44%+36913F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,819$600K0.02%+4,85913F-HRTimeline
Orin Green Financial, LLC11,997$596K0.28%new13F-HRTimeline
Ground Swell Capital, LLC12,741$596K1.36%new13F-HRTimeline
Invst, LLC12,721$595K0.08%+2,23613F-HRTimeline
Sage Mountain Advisors LLC12,720$595K0.04%+6,93013F-HRTimeline
Massar Capital Management, LP12,640$592K0.71%new13F-HRTimeline
Bristlecone Advisors, LLC12,610$590K0.05%013F-HRTimeline
SIGNATUREFD, LLC12,581$589K0.01%+81613F-HRTimeline
Core Wealth Partners LLC12,547$587K0.34%new13F-HRTimeline
Yukon Wealth Management, Inc.12,385$580K0.24%13F-HRTimeline
WP Advisors, LLC12,368$579K0.19%+36513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC12,357$578K0.15%013F-HR/ATimeline
Commonwealth Financial Services, LLC12,351$578K0.12%+94413F-HRTimeline
Advisor Resource Council17,817$578K0.05%new13F-HRTimeline
Fortitude Financial, LLC12,258$574K0.55%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC12,095$566K0.42%-2,45513F-HRTimeline
Galvin, Gaustad & Stein, LLC12,080$565K0.05%+7,40013F-HRTimeline
Clear Creek Financial Management, LLC12,022$563K0.06%+3,24813F-HRTimeline
Arax Advisory Partners12,011$562K0.04%new13F-HRTimeline
Strategic Blueprint, LLC11,956$560K0.03%+3,55313F-HRTimeline
DDD Partners, LLC11,927$558K0.07%+26313F-HRTimeline
PHILADELPHIA TRUST CO11,891$557K0.05%+18013F-HRTimeline
Tradition Wealth Management, LLC11,865$555K0.05%+5,64413F-HRTimeline
Heritage Investment Group, Inc.11,863$555K0.1%new13F-HRTimeline
Ridgewood Investments LLC11,854$555K0.26%+4,87413F-HRTimeline
Walkner Condon Financial Advisors LLC11,823$553K0.11%-7513F-HRTimeline
DecisionMap Wealth Management, LLC11,741$550K0.42%+2,73513F-HRTimeline
Federation des caisses Desjardins du Qu…11,661$546K<0.01%+5,38713F-HRTimeline
Icon Wealth Advisors, LLC11,624$544K0.04%new13F-HRTimeline
Blackhawk Capital Partners, LLC11,617$544K0.28%-4,31413F-HRTimeline
Atlas Private Wealth Advisors11,606$543K0.08%new13F-HRTimeline
DELTEC ASSET MANAGEMENT LLC11,599$543K0.12%-236,94513F-HRTimeline
Fortis Capital Management LLC11,587$542K0.11%-1,08013F-HRTimeline
Ameraudi Asset Management, Inc.11,532$540K0.31%new13F-HRTimeline
Clarius Group, LLC11,425$535K0.03%+5,95713F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,421$535K0.05%+4,68713F-HRTimeline
SANDERS MORRIS HARRIS LLC11,268$527K0.08%+7,26813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,209$525K<0.01%+2,43013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,175$523K0.04%-83,94013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments11,176$523K0.04%-4413F-HRTimelineGroup
DOLIVER ADVISORS, LP11,097$519K0.15%+1,51613F-HRTimeline
Hibernia Wealth Partners, LLC11,052$517K0.37%+63913F-HRTimeline
Parcion Private Wealth LLC11,027$516K0.04%new13F-HRTimeline
Birch Hill Investment Advisors LLC11,000$515K0.02%-3,30013F-HRTimeline
Pandora Wealth, Inc.10,960$513K0.34%13F-HRTimeline
Western Wealth Management, LLC10,950$513K0.03%+2,85313F-HRTimeline
Masso Torrence Wealth Management Inc.10,905$510K0.27%+40013F-HRTimeline
J.Safra Asset Management Corp10,868$509K0.04%-3,32413F-HR/ATimeline
IRON Financial LLC10,847$508K0.28%+10513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,840$507K<0.01%+4,58913F-HRTimelineGroup
SAM Advisors, LLC10,768$504K0.19%013F-HRTimeline
SAX WEALTH ADVISORS, LLC10,722$502K0.04%+4,96413F-HRTimeline
GK Wealth Management LLC10,627$497K0.62%+6,63713F-HR/ATimeline
Colony Family Offices, LLC10,545$494K0.15%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,479$491K0.01%-12,51913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …10,465$490K0.34%+90513F-HRTimeline
Sandbox Financial Partners, LLC10,438$489K0.17%+84213F-HRTimeline
jvl associates llc10,400$487K0.2%new13F-HRTimeline
ABOUND FINANCIAL, LLC10,382$486K0.25%+4,31113F-HRTimeline
Sowell Financial Services LLC10,380$486K0.02%new13F-HRTimeline
Black Diamond Financial, LLC10,292$482K0.07%-80513F-HRTimeline
Ascent Wealth Partners, LLC10,290$482K0.06%+3,44813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,264$480K0.05%+4,47513F-HR/ATimeline
WCG Wealth Advisors LLC10,237$479K0.04%new13F-HR/ATimeline
Apexium Financial, LP10,236$479K0.03%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…10,225$479K0.03%013F-HRTimeline
Midwest Financial Group LLC10,188$477K0.28%+2,94013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding10,022$474K+3,747Timeline
Hunting Hill Global Capital, LLC10,100$473K0.6%-574,18913F-HRTimeline
Savvy Advisors, Inc.10,063$471K0.05%new13F-HRTimeline
Narus Financial Partners, LLC10,021$469K0.16%+26613F-HRTimeline
MADDEN SECURITIES Corp10,000$468K0.18%013F-HRTimeline
Pacific Point Advisors, LLC10,000$468K0.26%+4,00013F-HRTimeline
Canton Hathaway, LLC10,000$468K0.09%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC9,996$468K0.11%+3,54313F-HR/ATimeline
Capital Investment Advisors, LLC9,899$463K0.01%+2,90713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC9,898$463K0.21%+9,09113F-HRTimeline
Centurion Wealth Management LLC8,732$463K0.14%013F-HRTimeline
Tempus Wealth Planning, LLC9,850$461K0.14%new13F-HRTimeline
Golden State Wealth Management, LLC9,764$457K0.07%+3,00413F-HR/ATimeline
1776 Wealth LLC9,762$457K0.21%+18113F-HRTimeline
Consolidated Portfolio Review Corp9,677$453K0.07%+3,20513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC9,639$451K<0.01%+2,90913F-HRTimeline
HHM Wealth Advisors, LLC9,635$451K0.06%+7,04713F-HRTimeline
Smartleaf Asset Management LLC9,399$447K0.04%013F-HRTimeline
Kerrisdale Advisers, LLC9,545$447K0.19%-6,66013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,521$446K0.02%+2,33113F-HRTimeline
Zuckerman Investment Group, LLC9,514$445K0.05%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC9,457$443K0.09%new13F-HRTimeline
GR FINANCIAL GROUP, LLC9,455$443K0.07%+3,21213F-HRTimeline
Alpha Financial Partners LLC9,342$437K0.35%new13F-HRTimeline
AWM CAPITAL, LLC9,311$436K0.05%+3213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC9,300$435K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP9,290$435K0.01%+90013F-HRTimeline
RVW Wealth, LLC9,229$432K0.04%+13813F-HRTimeline
BRIGHTON JONES LLC9,176$430K0.01%-4,22913F-HRTimeline
One Capital Management, LLC9,123$427K0.01%+13913F-HRTimeline
Cassaday & Co Wealth Management LLC9,082$425K0.01%new13F-HRTimeline
CAPITAL ADVISORS INC/OK9,004$421K0.01%+78213F-HRTimeline
Three Bridge Wealth Advisors, LLC9,000$421K0.15%+4,67513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC8,968$420K0.4%+6,81713F-HRTimeline
OARSMAN CAPITAL, INC.8,924$418K0.08%+1,03713F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP8,912$417K0.04%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.8,861$415K0.12%-11,75913F-HRTimeline
Watts Gwilliam & Co., LLC8,810$412K0.09%+1,85013F-HRTimeline
Austin Private Wealth, LLC8,798$412K0.04%+20513F-HRTimeline
Verus Financial Partners, Inc.8,622$412K0.05%+1,50013F-HRTimeline
Ameliora Wealth Management Ltd.8,790$411K0.15%+8,49013F-HRTimeline
Relyea Zuckerberg Hanson LLC8,754$410K0.06%+1,88413F-HRTimeline
SAXON INTERESTS, INC.8,746$409K0.19%new13F-HRTimeline
Koshinski Asset Management, Inc.8,629$404K0.03%+56213F-HRTimeline
Summit Trail Advisors, LLC8,583$402K0.01%-86,11013F-HRTimeline
Gemmer Asset Management LLC8,534$399K0.04%-9,63113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,387$393K0.01%+63513F-HRTimelineGroup
Rothschild Wealth LLC8,349$391K0.11%013F-HRTimeline
Coordinated Financial Services, Inc./CO8,290$388K0.3%13F-HRTimeline
MBL Wealth, LLC8,286$388K0.04%+3,56913F-HRTimeline
Van Hulzen Asset Management, LLC8,278$387K0.04%+513F-HRTimeline
Vawter Financial, Ltd.8,278$387K0.22%new13F-HRTimeline
Dynamic Advisor Solutions LLC8,251$386K0.01%-3,54513F-HRTimeline
Mission Financial Group, LLC10,025$385K0.36%13F-HRTimeline
Lindbrook Capital, LLC8,188$383K0.04%-79213F-HRTimeline
New Harbor Financial Group, LLC8,157$382K0.1%new13F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.8,150$382K0.09%new13F-HRTimelineGroup
Alpha Cubed Investments, LLC8,131$381K0.02%+39913F-HRTimeline
Financial Synergies Wealth Advisors, In…8,114$380K0.05%new13F-HRTimeline
FNY Investment Advisers, LLC8,100$379K0.23%-70013F-HRTimeline
GFG Capital, LLC8,078$378K0.12%+85013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,660$377K<0.01%013F-HR/ATimelineGroup
Waterway Wealth Management, LLC8,030$376K0.16%new13F-HRTimeline
Ionic Capital Management LLC7,941$372K0.42%-2,05913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,900$370K0.03%+3,48413F-HRTimeline
Rossby Financial, LCC6,750$366K0.16%+5013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.7,790$365K0.17%+2,16013F-HRTimeline
Royal Fund Management, LLC7,784$364K0.04%new13F-HRTimeline
Pallas Capital Advisors LLC7,747$363K0.02%+1,57013F-HRTimeline
Financial Management Professionals, Inc.7,705$361K0.05%+42413F-HRTimeline
Evanson Asset Management, LLC7,680$360K0.03%+2,21413F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC7,634$357K0.04%+3413F-HRTimeline
FourThought Financial Partners, LLC7,619$357K0.04%+35013F-HRTimeline
FRG Family Wealth Advisors LLC7,610$356K0.07%+2,26813F-HRTimeline
Meixler Investment Management, Ltd.7,548$353K0.24%+13513F-HRTimeline
Greenwich Wealth Management LLC7,548$353K0.03%+3,58613F-HRTimeline
Optivise Advisory Services LLC7,503$351K0.2%-1,59313F-HRTimeline
FUTURE YOU WEALTH LLC7,437$348K0.22%+6613F-HRTimeline
Armbruster Capital Management, Inc.7,400$346K0.07%013F-HRTimeline
GSG Advisors LLC7,396$346K0.11%-3,21313F-HRTimeline
Peak Planning Group, LLC7,321$343K0.14%+60513F-HRTimeline
Crewe Advisors LLC7,316$342K0.05%+6,81413F-HRTimeline
NorthRock Partners, LLC7,312$342K0.01%+2,13613F-HRTimeline
SJS Investment Consulting Inc.7,304$342K0.06%+5,76513F-HRTimeline
McAdam, LLC7,280$341K0.02%+1,30713F-HRTimeline
Fire Capital Management LLC7,268$340K0.25%013F-HRTimeline
PATTEN & PATTEN INC/TN7,238$339K0.02%new13F-HRTimeline
Everhart Financial Group, Inc.7,231$338K0.05%+8713F-HRTimeline
Joseph P. Lucia & Associates, LLC7,192$337K0.15%+14113F-HRTimeline
CMH Wealth Management LLC7,183$336K0.08%new13F-HRTimeline
Bulltick Wealth Management, LLC7,174$336K0.09%+2,62513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,154$335K0.18%+87913F-HR/ATimeline
BIP Wealth, LLC7,147$335K0.02%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,100$332K0.02%+1,80413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,114$332K0.02%new13F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC7,082$332K0.25%-2,25613F-HRTimeline
Wealth Preservation Advisors, LLC7,067$331K0.24%13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,060$330K0.13%+94813F-HRTimeline
WEALTH EFFECTS LLC7,030$329K0.14%-50013F-HRTimeline
Modern Wealth Management, LLC7,014$328K0.01%+1,22613F-HR/ATimeline
Global Endowment Management, LPin group Global Endowment Management, …7,000$328K0.04%+1,50013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,998$328K0.06%new13F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT6,958$326K0.06%+88813F-HRTimeline
Prospect Financial Services LLC6,945$325K0.18%new13F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV6,905$323K0.04%new13F-HR/ATimeline
Investment Partners Asset Management, I…6,883$322K0.25%013F-HRTimeline
Virtue Capital Management, LLC6,838$321K0.04%new13F-HRTimeline
4J Wealth Management LLC6,852$321K0.25%new13F-HRTimeline
Millington Financial Advisors, LLC6,719$320K0.2%013F-HRTimeline
Ballew Advisors, Inc6,641$317K0.21%+26113F-HRTimeline
Perennial Advisors, LLC6,755$316K0.06%-5,17913F-HRTimeline
Capital Investment Advisory Services, L…6,740$315K0.03%+2,89313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,738$315K0.01%new13F-HRTimeline
Clientfirst Wealth Management, LLC6,726$315K0.36%-49913F-HRTimeline
Helium Advisors LLC6,716$314K0.23%new13F-HRTimeline
Silicon Valley Capital Partners6,606$314K0.04%+2,00013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…6,600$314K0.2%-36,20013F-HRTimeline
Truvestments Capital LLC6,694$313K0.07%+5,38713F-HRTimeline
UNITED BANK6,693$313K0.04%013F-HRTimeline
Blue Trust, Inc.6,616$310K<0.01%+1,25613F-HRTimeline
Rehmann Capital Advisory Group6,600$309K0.02%new13F-HRTimeline
GTS SECURITIES LLC6,595$309K0.01%new13F-HRTimeline
IFG Advisory, LLC6,581$308K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc6,569$307K0.02%+3,91813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC6,530$306K0.12%-27813F-HRTimeline
Dorsey & Whitney Trust CO LLC6,500$304K0.02%+28013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.6,482$303K0.12%+1,34113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,460$302K0.04%+1,00013F-HRTimelineGroup
Naviter Wealth, LLC6,356$302K0.04%-4413F-HRTimeline
OAKWORTH CAPITAL, INC.6,432$301K0.02%+5,60613F-HRTimeline
McLean Asset Management Corp6,906$301K0.1%new13F-HRTimeline