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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,613 managers (1,630 13F filers) reported a position in IBIT shares at 2025-09-30, 416,448,470 shares in all. 287 filers opened a position and 93 filers sold out during the quarter.

Managers
1,613
13F filers
1,630
New
287
Added
878
Reduced
246
Sold out
93
Shares held by filers
416,448,470

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BLUE SQUARE ASSET MANAGEMENT, LLC21,401$1.39M0.61%new13F-HRTimeline
Generation Capital Management LLC21,364$1.39M1.01%+3,24813F-HRTimeline
SOFI WEALTH, LLC21,193$1.38M0.07%+6,01813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…20,991$1.36M0.09%+18,01913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,984$1.36M<0.01%-24,07113F-HRTimelineGroup
Schorn Wealth LLC20,926$1.36M0.42%+30413F-HRTimeline
Key Client Fiduciary Advisors, LLC20,808$1.35M0.46%+2,25313F-HRTimeline
NVWM, LLC20,722$1.35M0.3%+28813F-HRTimeline
Clarius Group, LLC20,707$1.35M0.08%+5,76913F-HRTimeline
Sharkey, Howes & Javer20,668$1.34M0.17%+11,31913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC20,590$1.34M0.04%new13F-HRTimeline
Virtue Capital Management, LLC9,375$1.34M0.21%+5,87113F-HR/ATimeline
TWO SIGMA SECURITIES, LLC20,435$1.33M0.2%+13,47913F-HRTimeline
Joel Isaacson & Co., LLC20,402$1.33M0.05%+1,14813F-HRTimeline
Powell Investment Advisors, LLC20,371$1.32M0.46%+55613F-HRTimeline
LCM Capital Management Inc20,280$1.32M0.63%-3,26013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,277$1.32M0.05%+5,35513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,227$1.31M0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC20,142$1.31M0.03%+6,93313F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/20,000$1.3M1.94%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,957$1.3M0.02%+3,78713F-HRTimeline
RWA WEALTH PARTNERS, LLC19,933$1.3M0.01%-1,13613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,895$1.29M<0.01%+17,50813F-HRTimelineGroup
Heritage Investment Group, Inc.19,880$1.29M0.21%+8,01713F-HRTimeline
Almanack Investment Partners, LLC.19,879$1.29M0.2%-6,23213F-HRTimeline
Accel Wealth Management19,828$1.29M0.37%+3,28913F-HRTimeline
Wealth Watch Advisors, INC19,769$1.28M0.53%+5,29813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,447$1.28M0.14%new13F-HRTimeline
MFG WEALTH MANAGEMENT, INC.19,688$1.28M0.97%+2,66213F-HRTimeline
Private Capital Advisors, Inc.19,662$1.28M0.14%+62113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC19,617$1.28M0.07%+15,19713F-HRTimeline
TME FINANCIAL, INC.19,571$1.27M0.95%+12013F-HRTimeline
Black Swift Group, LLC19,550$1.27M0.22%+1,50013F-HRTimeline
Traynor Capital Management, Inc.19,498$1.27M0.07%+2,28413F-HRTimeline
Modera Wealth Management, LLC19,492$1.27M0.01%+5,33213F-HRTimeline
Americana Partners, LLC19,378$1.26M0.04%+1,19313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,761$1.26M+4,008Timeline
Sivia Capital Partners, LLC19,184$1.25M0.35%+13,34813F-HRTimeline
Choate Investment Advisors19,174$1.25M0.03%+29613F-HRTimeline
Vantage Investment Partners, LLC19,132$1.24M0.09%013F-HRTimeline
Sovereign Financial Group, Inc.19,068$1.24M0.23%+1,57513F-HRTimeline
Williams Jones Wealth Management, LLC.19,048$1.24M0.01%+2,92513F-HRTimeline
Tempus Wealth Planning, LLC19,025$1.24M0.28%+7,82413F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.18,959$1.23M0.71%-28013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC18,957$1.23M0.39%+4513F-HRTimeline
Sloy Dahl & Holst, LLC18,828$1.22M0.13%013F-HRTimeline
FineMark National Bank & Trust18,769$1.22M0.04%-55313F-HRTimeline
Busey Bank18,738$1.22M0.03%+43313F-HRTimeline
CAPITAL ADVISORS INC/OK28,522$1.22M0.02%+3,62513F-HRTimeline
UNIQUE WEALTH, LLC18,608$1.21M0.18%+18013F-HRTimeline
Rinkey Investments18,561$1.21M0.32%-20713F-HRTimeline
Leo Wealth, LLC18,556$1.21M0.16%-1,62113F-HRTimeline
Columbus Macro, LLC18,546$1.21M0.14%+5,92113F-HRTimeline
Cadence Bank18,503$1.2M0.07%+10,91213F-HRTimeline
Strategic Blueprint, LLC18,495$1.2M0.05%+7,84413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV18,476$1.2M0.35%+2,66713F-HRTimeline
Carnegie Investment Counsel18,463$1.2M0.02%-22513F-HRTimeline
Sound Financial Strategies Group, LLC18,429$1.2M0.87%+27813F-HRTimeline
HBK Sorce Advisory LLC18,914$1.19M0.03%+2,72613F-HR/ATimeline
Western Wealth Management, LLC18,363$1.19M0.06%+4,75113F-HRTimeline
Empirical Financial Services, LLC d.b.a…18,329$1.19M0.02%+46113F-HRTimeline
Keystone Financial Group18,291$1.19M0.09%+51513F-HR/ATimeline
HOHIMER WEALTH MANAGEMENT, LLC18,026$1.17M0.16%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/18,000$1.17M0.02%-7013F-HRTimeline
J. Goldman & Co LP18,000$1.17M0.04%-83,25113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…17,934$1.17M0.03%+41113F-HRTimelineGroup
FIRST UNITED BANK & TRUST17,829$1.16M0.38%-47213F-HRTimeline
Manchester Capital Management LLC17,762$1.15M0.16%+2,89413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.17,692$1.15M0.1%+8,82013F-HRTimeline
Qube Research & Technologies Ltd17,590$1.14M<0.01%+10,66913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC17,508$1.14M0.44%+7,46513F-HR/ATimeline
Pinnacle Financial Partners Inc17,425$1.13M0.03%+1,08313F-HRTimeline
Meridian Wealth Management, LLC17,408$1.13M0.04%+10,56813F-HRTimeline
Triton Wealth Management, PLLC17,998$1.13M0.43%new13F-HRTimeline
Friday Financial17,362$1.13M0.47%+1,45913F-HRTimeline
1776 Wealth LLC17,335$1.13M0.43%+7,57313F-HRTimeline
Whalen Wealth Management Inc.17,313$1.13M0.66%+4,66113F-HRTimeline
Glassman Wealth Services17,282$1.12M0.16%+2,72813F-HRTimeline
BlackDiamond Wealth Management, LLC17,265$1.12M0.61%-9,18413F-HRTimeline
Ridgewood Investments LLC17,239$1.12M0.47%+1,29313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,213$1.12M+13,451Timeline
Crystal Rock Capital Management17,150$1.11M0.61%new13F-HRTimeline
B & T Capital Management DBA Alpha Capi…17,138$1.11M0.18%+11,95613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC17,114$1.11M0.41%-6,08813F-HRTimeline
Clientfirst Wealth Management, LLC17,020$1.11M0.89%+7,19413F-HRTimeline
Quadcap Wealth Management, LLC17,019$1.11M0.13%+1,18613F-HRTimeline
Sowell Financial Services LLC16,908$1.1M0.04%+6,06013F-HRTimeline
FAS Wealth Partners, Inc.16,881$1.1M0.07%+3,51113F-HRTimeline
Kercheville Advisors, LLC16,853$1.1M0.33%+11,12813F-HRTimeline
Koshinski Asset Management, Inc.16,819$1.09M0.07%+6,81213F-HRTimeline
DeDora Capital, Inc.16,739$1.09M0.26%+1,18113F-HRTimeline
Maia Wealth LLC17,996$1.08M0.18%-1,42313F-HRTimeline
HUB Investment Partners, LLC16,586$1.08M0.04%+1,11613F-HRTimeline
WORLD EQUITY GROUP, INC.15,758$1.07M0.24%+7,00213F-HRTimeline
Gould Capital, LLC16,456$1.07M0.66%+31413F-HRTimeline
Pure Financial Advisors, LLC16,449$1.07M0.02%+1,52413F-HRTimeline
Asset Dedication, LLC16,397$1.07M0.07%+1,30513F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC16,313$1.06M0.23%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,240$1.06M<0.01%+2,10013F-HRTimelineGroup
Icon Wealth Advisors, LLC16,237$1.06M0.07%+2,09113F-HRTimeline
Syntegra Private Wealth Group, LLC16,186$1.05M0.1%new13F-HRTimeline
Tamar Securities, LLC16,163$1.05M0.12%+76013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC16,152$1.05M0.04%+1,53013F-HRTimeline
Nan Fung Group Holdings Ltd15,968$1.04M1.74%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,321$1.04M0.08%013F-HRTimeline
Cypress Wealth Services, LLC15,914$1.03M0.17%+35313F-HRTimeline
GROUP ONE TRADING LLC15,913$1.03M0.03%new13F-HRTimeline
Insight Advisors, LLC/ PA15,879$1.03M0.16%+1,82113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,865$1.03M0.04%+4,40913F-HRTimeline
BEACON FINANCIAL GROUP15,858$1.03M0.1%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,794$1.03M0.08%+3,87213F-HRTimeline
Garden State Investment Advisory Servic…15,780$1.03M0.26%-4,50813F-HRTimeline
Austin Wealth Management, LLC16,624$1.02M0.16%+12813F-HRTimeline
AdvisorNet Financial, Inc15,575$1.01M0.06%+4,49013F-HRTimeline
THOMPSON DAVIS & CO., INC.15,522$1.01M0.62%+15113F-HRTimeline
Harfst & Associates, Inc.15,342$997K0.18%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.15,322$996K0.4%+1,97013F-HRTimeline
Federation des caisses Desjardins du Qu…15,290$994K<0.01%+41713F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC15,281$993K0.03%+6,89113F-HRTimeline
LITTLE HOUSE CAPITAL LLC15,253$991K0.23%+15613F-HRTimeline
Armbruster Capital Management, Inc.15,238$990K0.17%+7,83813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,144$984K0.06%+2,38013F-HRTimelineGroup
FIFTH LANE CAPITAL, LP15,000$975K0.98%013F-HRTimeline
Wilmar Advisors LLC15,000$975K0.8%+3,00013F-HRTimeline
Orvieto Partners, L.P.15,000$975K0.83%013F-HRTimeline
Triad Wealth Partners, LLC14,981$974K0.13%new13F-HRTimeline
LWM Advisory Services, LLC14,875$967K0.56%013F-HRTimeline
Guardian Partners Inc.14,457$965K0.08%+71513F-HRTimeline
Octavia Wealth Advisors, LLC14,831$964K0.1%+45313F-HRTimeline
CFM WEALTH PARTNERS LLC14,818$963K0.14%new13F-HRTimeline
Hutchens & Kramer Investment Management…14,811$963K0.38%+4,03513F-HRTimeline
FRG Family Wealth Advisors LLC14,790$961K0.15%+8,72513F-HRTimeline
Relyea Zuckerberg Hanson LLC14,786$961K0.1%+3,16913F-HRTimeline
Financial Management Professionals, Inc.14,728$957K0.1%+5,53613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC14,719$957K0.04%-12413F-HRTimeline
ORG Partners LLC14,712$956K0.17%+41613F-HRTimeline
Kagan Cocozza Asset Management14,640$952K0.72%013F-HRTimeline
SYNOVUS FINANCIAL CORP14,627$951K0.01%+6,49113F-HRTimeline
Forefront Wealth Partners, LLC14,617$950K0.24%new13F-HRTimeline
DOLIVER ADVISORS, LP14,604$949K0.25%+2,85113F-HRTimeline
Coston, McIsaac & Partners14,601$948K0.23%-90713F-HRTimeline
Claro Advisors Inc.14,579$948K0.14%+3,31513F-HRTimeline
DecisionMap Wealth Management, LLC14,552$946K0.61%+2,01413F-HRTimeline
J2 Capital Management Inc14,519$944K0.71%+96913F-HRTimeline
AWM CAPITAL, LLC14,506$943K0.09%+1,50713F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/14,459$940K0.84%13F-HRTimeline
Invst, LLC14,391$935K0.11%+1,51913F-HRTimeline
WealthTrust Asset Management, LLC14,253$926K0.64%-76013F-HRTimeline
Oak Grove Capital LLC14,250$926K0.2%new13F-HRTimeline
IRON Financial LLC14,235$925K0.44%+51213F-HRTimeline
National Wealth Management Group, LLC14,221$924K0.35%new13F-HRTimeline
GTS SECURITIES LLC14,220$924K0.04%new13F-HRTimeline
West Financial Advisors, LLC14,125$918K0.15%+12,89713F-HRTimeline
BRIGHTON JONES LLC14,099$916K0.02%+2,57813F-HRTimeline
J HAGAN CAPITAL, INC.14,044$913K0.55%+4,59313F-HRTimeline
Rossmore Private Capital13,996$910K0.1%+6,32513F-HRTimeline
Yukon Wealth Management, Inc.13,945$906K0.3%+1,44713F-HRTimeline
Capital Investment Advisory Services, L…13,921$905K0.07%+7,31913F-HRTimeline
Altman Advisors, Inc.13,902$904K0.35%+8113F-HR/ATimeline
BAROMETER CAPITAL MANAGEMENT INC.13,900$904K0.21%+60013F-HRTimeline
CCM INVESTMENT ADVISERS LLC13,885$903K0.09%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC13,838$899K0.02%-18,74013F-HRTimeline
NorthRock Partners, LLC13,819$898K0.02%+2,55413F-HRTimeline
Strategies Wealth Advisors, LLC13,703$891K0.09%+4,77913F-HRTimeline
NWAM LLC13,866$890K0.05%+72413F-HR/ATimeline
Orin Green Financial, LLC13,689$890K0.36%+1,69213F-HRTimeline
RVW Wealth, LLC13,646$887K0.07%+1,30813F-HRTimeline
Ameliora Wealth Management Ltd.13,618$885K0.29%+2,71113F-HRTimeline
Kera Capital Partners, Inc.13,590$883K0.13%+6,32613F-HRTimeline
Sandbox Financial Partners, LLC13,567$882K0.25%+1,78213F-HRTimeline
ENTREWEALTH, LLC13,500$878K0.45%new13F-HRTimeline
Grant Street Asset Management, Inc.13,469$875K0.18%+46513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…13,050$870K0.51%-2,12513F-HRTimeline
Ascent Wealth Partners, LLC13,351$868K0.1%+42013F-HRTimeline
City State Bank13,290$864K0.25%+10,69513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…13,275$863K0.04%+3,05013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC13,212$859K0.7%+5213F-HRTimelineGroup
Kingsman Wealth Management, Inc.13,069$849K0.47%new13F-HRTimeline
Capital Investment Advisors, LLC12,959$842K0.01%+44413F-HRTimeline
Zuckerman Investment Group, LLC12,931$841K0.08%+3,37413F-HRTimeline
Blackhawk Capital Partners, LLC12,929$840K0.33%+51213F-HRTimeline
Three Seasons Wealth, LLC12,851$835K0.08%+4113F-HRTimeline
Walkner Condon Financial Advisors LLC12,776$830K0.13%-86813F-HRTimeline
Commonwealth Financial Services, LLC12,771$830K0.14%+35013F-HRTimeline
Clay Northam Wealth Management, LLC12,755$829K0.47%-5013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,741$828K0.01%+1,89913F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…12,727$827K0.05%+1,55213F-HRTimeline
WCG Wealth Advisors LLC12,671$824K0.05%+97513F-HRTimeline
WP Advisors, LLC12,655$823K0.21%013F-HRTimeline
OARSMAN CAPITAL, INC.12,630$821K0.12%+3,03113F-HRTimeline
Avondale Wealth Management12,600$819K0.44%+6,60013F-HRTimeline
CAP Partners, LLC12,467$810K0.46%+1213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,383$805K<0.01%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC12,380$805K0.07%+30013F-HRTimeline
INVESTMENT HOUSE LLC12,309$800K0.04%new13F-HRTimeline
Bristlecone Advisors, LLC12,250$796K0.07%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC12,100$786K0.03%+2,80013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC12,097$786K0.47%-9813F-HRTimeline
Richmond Investment Services, LLC12,080$785K0.15%new13F-HRTimeline
Elyxium Wealth, LLC12,073$785K0.27%+5,57713F-HRTimeline