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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,425 managers (1,441 13F filers) reported a position in IBIT shares at 2025-06-30, 374,982,164 shares in all. 314 filers opened a position and 74 filers sold out during the quarter.

Managers
1,425
13F filers
1,441
New
314
Added
681
Reduced
235
Sold out
74
Shares held by filers
374,982,164

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Boreal Capital Management LLC17,534$1.07M0.89%13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…17,523$1.07M0.03%+3,32013F-HRTimelineGroup
Sovereign Financial Group, Inc.17,493$1.07M0.22%+2313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,321$1.06M0.09%new13F-HRTimeline
Geneos Wealth Management Inc.17,084$1.05M0.03%-24,50513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC17,039$1.04M0.16%-27,84113F-HRTimeline
MFG WEALTH MANAGEMENT, INC.17,026$1.04M0.88%new13F-HRTimeline
PFG Investments, LLC16,956$1.04M0.06%-8413F-HRTimeline
Graypoint LLC16,843$1.03M0.06%+2,04713F-HRTimeline
Traynor Capital Management, Inc.17,214$1.03M0.07%+1,15713F-HRTimeline
Ball & Co Wealth Management Inc.16,813$1.03M1.1%new13F-HRTimeline
Dynamic Technology Lab Private Ltd16,550$1.01M0.14%new13F-HRTimeline
Accel Wealth Management16,539$1.01M0.34%+1,25813F-HRTimeline
BRC Group Holdings, Inc.16,500$1.01M1.14%+14,50013F-HRTimeline
Hibernia Wealth Partners, LLC16,449$1.01M0.37%+5,39713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC16,403$1M0.28%+2,41813F-HRTimeline
Pinnacle Financial Partners Inc16,342$1M0.02%+41213F-HRTimeline
Intrua Financial, LLC16,264$996K0.14%+3,06613F-HRTimeline
HBK Sorce Advisory LLC16,188$991K0.03%+1,10813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP16,170$990K0.01%+2,80013F-HRTimeline
Savvy Advisors, Inc.16,164$989K0.07%+6,10113F-HRTimeline
Gould Capital, LLC16,142$988K0.66%-12213F-HRTimeline
Williams Jones Wealth Management, LLC.16,123$987K0.01%+10,89813F-HRTimeline
Good Life Advisors, LLC16,092$985K0.06%+2,72313F-HRTimeline
Capasso Planning Partners LLC15,981$978K0.55%-1,74213F-HRTimeline
Ridgewood Investments LLC15,946$976K0.42%+4,09213F-HRTimeline
Friday Financial15,903$973K0.5%+1,51413F-HRTimeline
BEACON FINANCIAL GROUP15,858$971K0.1%-34813F-HRTimeline
Quadcap Wealth Management, LLC15,833$969K0.12%+1,03613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,809$968K0.31%+57413F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,632$957K0.03%+1,96313F-HRTimeline
CAPITAL ADVISORS INC/OK24,897$953K0.02%+15,89313F-HRTimeline
Cypress Wealth Services, LLC15,561$952K0.17%+64413F-HRTimeline
DeDora Capital, Inc.15,558$952K0.25%+1,06713F-HRTimeline
Coston, McIsaac & Partners15,508$949K0.25%-1513F-HRTimeline
Main Street Financial Solutions, LLC15,499$949K0.07%new13F-HRTimeline
HUB Investment Partners, LLC15,470$947K0.03%-39313F-HRTimeline
Tamar Securities, LLC15,403$943K0.11%013F-HRTimeline
THOMPSON DAVIS & CO., INC.15,371$941K0.64%+2,19813F-HR/ATimeline
Evercore Wealth Management, LLC15,358$940K0.01%-2,68813F-HRTimeline
TOWNSQUARE CAPITAL LLC15,325$938K0.09%-75,04213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,300$937K0.01%+75713F-HRTimelineGroup
SOFI WEALTH, LLC15,175$929K0.06%new13F-HRTimeline
Asset Allocation Strategies LLC15,143$927K0.2%-1,41213F-HRTimeline
LITTLE HOUSE CAPITAL LLC15,097$924K0.23%+78813F-HRTimeline
Asset Dedication, LLC15,092$924K0.07%+1,79913F-HRTimeline
WealthTrust Asset Management, LLC15,013$919K0.69%+18313F-HRTimeline
FIFTH LANE CAPITAL, LP15,000$918K1.11%013F-HRTimeline
Orvieto Partners, L.P.15,000$918K0.82%013F-HRTimeline
Clarius Group, LLC14,938$914K0.05%+3,51313F-HRTimeline
Pure Financial Advisors, LLC14,925$914K0.02%+55613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,922$913K0.03%new13F-HRTimelineGroup
LWM Advisory Services, LLC14,875$910K0.63%013F-HRTimeline
Federation des caisses Desjardins du Qu…14,873$910K<0.01%+3,21213F-HRTimeline
Manchester Capital Management LLC14,868$910K0.12%+1,84813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC14,843$909K0.04%-2,61513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…15,175$908K0.58%-1,92513F-HRTimeline
Compound Planning, Inc.14,824$907K0.03%-6,19413F-HRTimeline
LM Advisors LLC14,655$897K0.12%+1,13513F-HRTimeline
Kagan Cocozza Asset Management14,640$896K0.69%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC14,622$895K0.03%013F-HRTimeline
Citrine Capital LLC14,573$892K0.47%+8,45413F-HRTimeline
Glassman Wealth Services14,554$891K0.14%+13013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV14,489$887K0.12%+27913F-HRTimeline
Wealth Watch Advisors, INC14,471$886K0.51%+19413F-HRTimeline
Octavia Wealth Advisors, LLC14,378$880K0.1%+1,05613F-HRTimeline
Heritage Family Offices, LLP18,413$876K0.44%013F-HRTimeline
Guardian Partners Inc.13,742$874K0.08%+1,94513F-HRTimeline
Modera Wealth Management, LLC14,160$867K0.01%+22013F-HRTimeline
Icon Wealth Advisors, LLC14,146$866K0.06%+2,52213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,140$865K<0.01%+3,30013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC14,128$865K0.03%+68813F-HRTimeline
Canton Hathaway, LLC14,100$863K0.18%+4,10013F-HRTimeline
Insight Advisors, LLC/ PA14,058$860K0.14%+46013F-HRTimeline
ORG Partners LLC14,296$858K0.18%+31413F-HRTimeline
CCM INVESTMENT ADVISERS LLC13,885$850K0.09%013F-HRTimeline
IRON Financial LLC13,723$840K0.44%+2,87613F-HRTimeline
Apexium Financial, LP13,698$838K0.04%+3,46213F-HRTimeline
Walkner Condon Financial Advisors LLC13,644$835K0.15%+1,82113F-HRTimeline
Western Wealth Management, LLC13,612$833K0.05%+2,66213F-HRTimeline
J2 Capital Management Inc13,550$829K0.66%-1,60213F-HRTimeline
NWAM LLC13,142$828K0.05%new13F-HR/ATimeline
Altman Advisors, Inc.13,821$827K0.34%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,464$824K<0.01%+2,25513F-HRTimelineGroup
FAS Wealth Partners, Inc.13,370$818K0.06%+38913F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.13,352$817K0.34%-1,92613F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.13,300$814K0.23%+8,90013F-HRTimeline
Glaxis Capital Management, LLC13,300$814K1.09%new13F-HRTimeline
Sage Mountain Advisors LLC13,241$810K0.05%+52113F-HRTimeline
Modern Wealth Management, LLC13,209$809K0.02%+6,19513F-HR/ATimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC13,160$806K0.7%+1113F-HRTimelineGroup
United Advisor Group, LLC13,102$802K0.14%new13F-HRTimeline
Grant Street Asset Management, Inc.13,004$796K0.18%013F-HRTimeline
AWM CAPITAL, LLC12,999$796K0.08%+3,68813F-HRTimeline
Ascent Wealth Partners, LLC12,931$792K0.1%+2,64113F-HRTimeline
Invst, LLC12,872$788K0.1%+15113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,845$786K0.03%-1,44613F-HRTimelineGroup
Three Seasons Wealth, LLC12,810$784K0.09%new13F-HRTimeline
Clay Northam Wealth Management, LLC12,805$784K0.5%-18013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments12,764$781K0.05%+1,58813F-HRTimelineGroup
WP Advisors, LLC12,655$775K0.21%+28713F-HRTimeline
Whalen Wealth Management Inc.12,652$774K0.49%-11,25913F-HRTimeline
Columbus Macro, LLC12,625$773K0.09%+6,36313F-HRTimeline
Flaharty Asset Management, LLC12,575$770K0.11%+10,00013F-HR/ATimeline
DecisionMap Wealth Management, LLC12,538$767K0.53%+79713F-HRTimeline
Capital Investment Advisors, LLC12,515$766K0.01%+2,61613F-HR/ATimeline
Yukon Wealth Management, Inc.12,498$765K0.27%+11313F-HRTimeline
CAP Partners, LLC12,455$762K0.48%-40813F-HRTimeline
Commonwealth Financial Services, LLC12,421$760K0.15%+7013F-HRTimeline
Blackhawk Capital Partners, LLC12,417$760K0.35%+80013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC12,357$756K0.17%013F-HRTimeline
RVW Wealth, LLC12,338$755K0.06%+3,10913F-HRTimeline
IFG Advisory, LLC12,324$754K0.04%+5,74313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC12,315$754K0.01%new13F-HR/ATimelineGroup
Bristlecone Advisors, LLC12,250$750K0.06%-36013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC12,195$746K0.5%+10013F-HRTimeline
Banco BTG Pactual S.A.12,150$744K0.15%+7,80013F-HRTimeline
Galvin, Gaustad & Stein, LLC12,080$739K0.06%013F-HRTimeline
Wilmar Advisors LLC12,000$735K0.7%new13F-HRTimeline
Orin Green Financial, LLC11,997$734K0.31%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,922$730K0.06%+50113F-HRTimeline
Midwest Financial Group LLC11,888$728K0.38%+1,70013F-HRTimeline
Heritage Investment Group, Inc.11,863$726K0.13%013F-HRTimeline
Sandbox Financial Partners, LLC11,785$721K0.23%+1,34713F-HRTimeline
DOLIVER ADVISORS, LP11,753$719K0.2%+65613F-HRTimeline
WCG Wealth Advisors LLC11,696$716K0.05%+1,45913F-HRTimeline
Ameraudi Asset Management, Inc.11,664$714K0.37%+13213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.11,649$713K0.3%+3,85913F-HRTimeline
Relyea Zuckerberg Hanson LLC11,617$711K0.08%+2,86313F-HRTimeline
PHILADELPHIA TRUST CO11,621$711K0.05%-27013F-HRTimeline
Fortis Capital Management LLC11,587$709K0.11%013F-HRTimeline
BRIGHTON JONES LLC11,521$705K0.02%+2,34513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,456$701K0.03%+1,93513F-HRTimeline
EQUITABLE TRUST CO11,425$699K0.03%+5,50413F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…11,411$698K0.34%-522,73813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC11,394$697K0.04%+67213F-HRTimeline
DDD Partners, LLC11,306$692K0.07%-62113F-HRTimeline
BRAVE ASSET MANAGEMENT INC11,137$690K0.19%new13F-HRTimeline
NorthRock Partners, LLC11,265$690K0.02%+3,95313F-HR/ATimeline
Claro Advisors Inc.11,264$689K0.11%-4,28613F-HRTimeline
Tempus Wealth Planning, LLC11,201$686K0.17%+1,35113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,199$685K0.02%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,175$684K0.05%013F-HRTimeline
AdvisorNet Financial, Inc11,085$679K0.04%+4,51613F-HRTimeline
Birch Hill Investment Advisors LLC11,000$673K0.03%013F-HRTimeline
UMB Bank, n.a.10,959$671K0.01%-3,34813F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,916$668K<0.01%+1,27713F-HRTimeline
Ameliora Wealth Management Ltd.10,907$668K0.24%+2,11713F-HRTimeline
Sowell Financial Services LLC10,848$664K0.03%+46813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,842$664K<0.01%+8,85713F-HRTimelineGroup
SAM Advisors, LLC10,768$659K0.23%013F-HRTimeline
ABOUND FINANCIAL, LLC10,718$656K0.29%+33613F-HRTimeline
Strategic Blueprint, LLC10,651$652K0.03%-1,30513F-HRTimeline
Defined Financial Planning LLC9,844$651K0.58%new13F-HRTimeline
Cannon Global Investment Management, LLC10,600$649K1.76%new13F-HRTimeline
Colony Family Offices, LLC10,545$645K0.17%013F-HRTimeline
Hutchens & Kramer Investment Management…10,776$645K0.3%new13F-HRTimeline
Masso Torrence Wealth Management Inc.10,525$644K0.3%-38013F-HRTimeline
Ranch Capital Advisors Inc.10,484$642K0.28%-3,59513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,376$635K0.13%+91913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,374$635K0.03%+4,17413F-HRTimeline
Three Bridge Wealth Advisors, LLC10,310$631K0.17%+1,31013F-HRTimeline
Black Diamond Financial, LLC10,292$630K0.1%013F-HRTimeline
Pandora Wealth, Inc.10,260$628K0.39%-70013F-HRTimeline
AKUNA SECURITIES LLC10,254$628K0.14%new13F-HRTimeline
J HAGAN CAPITAL, INC.9,451$627K0.42%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…10,225$626K0.03%013F-HRTimeline
Global Assets Advisory, LLC10,432$624K0.24%-21,61413F-HRTimeline
Altiora Financial Group, LLC10,190$624K0.12%-11,09313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,180$623K0.01%-29913F-HRTimeline
HHM Wealth Advisors, LLC10,165$622K0.07%+53013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC10,043$615K0.26%+14513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding10,109$614K+87Timeline
Koshinski Asset Management, Inc.10,007$613K0.05%+1,37813F-HRTimeline
MADDEN SECURITIES Corp10,000$612K0.21%013F-HRTimeline
Pacific Point Advisors, LLC10,000$612K0.33%013F-HRTimeline
Jupiter Wealth Management LLC8,760$612K0.31%new13F-HRTimeline
Tradition Wealth Management, LLC9,993$612K0.05%-1,87213F-HRTimeline
One Capital Management, LLC9,986$611K0.02%+86313F-HRTimeline
Watts Gwilliam & Co., LLC9,121$609K0.1%+31113F-HRTimeline
Mesirow Financial Investment Management…9,921$607K0.01%-21,06113F-HRTimeline
AssuredPartners Investment Advisors, LLC9,842$602K0.15%+4,47413F-HRTimeline
Clientfirst Wealth Management, LLC9,826$601K0.61%+3,10013F-HRTimeline
Coordinated Financial Services, Inc.9,780$599K0.41%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,776$598K0.01%+4,91613F-HRTimeline
1776 Wealth LLC9,762$598K0.25%013F-HRTimeline
Evanson Asset Management, LLC9,755$597K0.04%+2,07513F-HRTimeline
Capital CS Group, LLC9,750$597K0.98%new13F-HRTimeline
Alpha Financial Partners LLC9,679$592K0.43%+33713F-HRTimeline
MRA Advisory Group9,670$592K0.28%-45,03813F-HRTimeline
OARSMAN CAPITAL, INC.9,599$588K0.09%+67513F-HRTimeline
Zuckerman Investment Group, LLC9,557$585K0.06%+4313F-HRTimeline
Rothschild Wealth LLC9,515$582K0.14%+1,16613F-HRTimeline
Verus Financial Partners, Inc.9,122$580K0.06%+50013F-HRTimeline
Sharkey, Howes & Javer9,349$572K0.08%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC9,300$569K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP9,290$569K0.02%013F-HRTimeline
Greenwich Wealth Management LLC9,258$567K0.03%+1,71013F-HRTimeline
Financial Management Professionals, Inc.9,192$563K0.06%+1,48713F-HRTimeline
Cassaday & Co Wealth Management LLC9,182$562K0.01%+10013F-HRTimeline