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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,654 managers (1,667 13F filers) reported a position in IBIT shares at 2025-12-31, 379,693,163 shares in all. 150 filers opened a position and 240 filers sold out during the quarter.

Managers
1,654
13F filers
1,667
New
150
Added
794
Reduced
395
Sold out
240
Shares held by filers
379,693,163

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TWO SIGMA SECURITIES, LLC23,990$1.19M0.16%+3,55513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC23,980$1.19M0.44%+77513F-HRTimeline
Modern Wealth Management, LLC23,767$1.18M0.02%+3,62513F-HRTimeline
Clear Creek Financial Management, LLC23,746$1.18M0.1%+1,12213F-HRTimeline
Invst, LLC23,746$1.18M0.13%+9,35513F-HRTimeline
BANQUE PICTET & CIE SA23,600$1.17M0.01%new13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV23,538$1.17M0.15%+13813F-HRTimeline
Royal Fund Management, LLC23,468$1.17M0.11%new13F-HRTimeline
Cape Investment Advisory, Inc.23,356$1.16M0.36%+23,17113F-HRTimeline
Advyzon Investment Management, LLC23,188$1.15M0.13%-62,77913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …19,040$1.15M0.13%+9,93513F-HRTimelineGroup
Rinkey Investments22,878$1.14M0.29%+4,31713F-HRTimeline
Pursuit Wealth Management LLC22,842$1.13M0.97%13F-HRTimeline
Sound View Wealth Advisors Group, LLC22,780$1.13M0.08%-2,58113F-HRTimeline
SIGNATUREFD, LLC22,747$1.13M0.02%-6,77313F-HRTimeline
United Advisor Group, LLC22,729$1.13M0.14%-7,47713F-HRTimeline
Perennial Investment Advisors, LLC22,707$1.13M0.09%-66313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.22,666$1.13M0.09%+4,97413F-HRTimeline
FSA Investment Group, LLC22,651$1.12M0.69%+22813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC22,631$1.12M0.07%+1,02113F-HRTimeline
BlueChip Wealth Advisors LLC22,622$1.12M0.47%-23513F-HRTimeline
Summit Trail Advisors, LLC22,557$1.12M0.02%-43,72813F-HRTimeline
Sage Investment Advisers LLC22,535$1.12M0.84%13F-HRTimeline
Rothschild Wealth LLC22,471$1.12M0.11%+11,52213F-HR/ATimeline
GRIFFIN ASSET MANAGEMENT, INC.22,464$1.12M0.12%-7,23513F-HRTimeline
Triad Wealth Partners, LLC22,446$1.11M0.11%+7,46513F-HRTimeline
Gateway Wealth Partners, LLC22,299$1.11M0.12%+14,02213F-HRTimeline
ABOUND FINANCIAL, LLC22,220$1.1M0.43%+10,91513F-HR/ATimeline
Delta Investment Management, LLC22,173$1.1M0.19%-48613F-HRTimeline
Generation Capital Management LLC21,979$1.09M0.71%+61513F-HRTimeline
DV Trading LLC21,937$1.09M0.09%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC21,899$1.09M0.19%+12,71313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS21,788$1.08M0.04%+11,02213F-HRTimelineGroup
SVB WEALTH LLC21,410$1.06M0.06%+11,54013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC21,168$1.05M0.15%-6,69913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,152$1.05M0.01%+92513F-HRTimelineGroup
PALLADIEM, LLC21,092$1.05M0.99%13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.21,109$1.05M0.4%new13F-HRTimeline
Accel Wealth Management21,009$1.04M0.29%+1,18113F-HRTimeline
Gibson Capital, LLC20,964$1.04M0.19%-1,49613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC20,945$1.04M0.39%+3,83113F-HRTimeline
Wealth Watch Advisors, INC20,940$1.04M0.39%+1,17113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,822$1.03M0.13%+12,58413F-HRTimeline
Keystone Financial Group20,819$1.03M0.08%+2,52813F-HRTimeline
Wealth Analytics Partners, LLC20,749$1.03M0.4%13F-HRTimeline
Go Invest LLC20,727$1.03M0.34%13F-HRTimeline
Williams Jones Wealth Management, LLC.20,723$1.03M0.01%+1,67513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC20,590$1.02M0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC20,483$1.02M0.08%-14,64713F-HRTimeline
&PARTNERS20,468$1.02M0.01%+11,87513F-HRTimeline
Schorn Wealth LLC20,385$1.01M0.31%-54113F-HRTimeline
SAX WEALTH ADVISORS, LLC20,383$1.01M0.05%+8,80913F-HRTimeline
Icon Wealth Advisors, LLC20,359$1.01M0.07%+4,12213F-HRTimeline
OpenArc Corporate Advisory, LLC20,300$1.01M0.02%13F-HRTimeline
FAS Wealth Partners, Inc.20,248$1.01M0.06%+3,36713F-HRTimeline
Traynor Capital Management, Inc.20,194$1M0.06%+69613F-HRTimeline
Tarbox Family Office, Inc.20,149$1M0.16%-12,43913F-HRTimeline
CARDIFF PARK ADVISORS, LLC20,120$999K0.08%+4,32613F-HRTimeline
Bedell Frazier Investment Counselling, …20,114$999K0.19%-1,49213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.20,088$997K0.78%+40013F-HRTimeline
Western Wealth Management, LLC20,028$994K0.05%+1,66513F-HRTimeline
Orvieto Partners, L.P.20,000$993K0.83%+5,00013F-HRTimeline
Choate Investment Advisors19,991$993K0.02%+81713F-HRTimeline
Pure Financial Advisors, LLC19,892$988K0.01%+3,44313F-HRTimeline
WELLINGTON-ALTUS USA INC.19,866$986K0.73%13F-HRTimeline
Capital Investment Advisors, LLC19,766$981K0.01%+6,80713F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD19,713$979K0.14%13F-HRTimeline
Busey Bank19,711$979K0.03%+97313F-HRTimeline
CSS LLC/IL19,634$975K0.06%-49,34613F-HRTimeline
DecisionMap Wealth Management, LLC19,552$971K0.6%+5,00013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,548$971K0.03%-72913F-HRTimelineGroup
Sovereign Financial Group, Inc.19,461$966K0.17%+39313F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.19,454$966K0.53%+49513F-HRTimeline
Hamilton Wealth, LLC19,386$963K0.18%+13,97313F-HR/ATimeline
Sound Financial Strategies Group, LLC19,339$960K0.68%+91013F-HRTimeline
Intrua Financial, LLC19,183$952K0.1%-4,81113F-HRTimeline
Vantage Investment Partners, LLC19,132$950K0.06%013F-HRTimeline
SACKS & ASSOCIATES, LLC19,073$947K0.7%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP18,984$943K0.01%-97313F-HRTimeline
FineMark National Bank & Trust18,956$941K0.03%+18713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT18,920$939K0.04%+13,77013F-HRTimeline
Rossmore Private Capital18,838$935K0.08%+4,84213F-HRTimeline
Sloy Dahl & Holst, LLC18,828$935K0.11%013F-HRTimeline
DiPaolo Financial Group, Inc.18,773$932K0.99%13F-HRTimeline
BEARING POINT CAPITAL, LLC18,770$932K0.15%-22,97613F-HRTimeline
Grand Central Investment Group18,764$932K0.68%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC18,687$928K0.21%-4,07813F-HRTimeline
Wilmington Savings Fund Society, FSB18,628$925K0.02%-2,88213F-HRTimeline
Aragon Global Management, LP18,600$923K0.28%-18,60013F-HRTimeline
Carnegie Investment Counsel18,498$918K0.02%+3513F-HRTimeline
HHM Wealth Advisors, LLC18,430$915K0.11%+7,62713F-HRTimeline
Key Client Fiduciary Advisors, LLC18,383$913K0.32%-2,42513F-HRTimeline
Sowell Financial Services LLC18,303$909K0.03%+1,39513F-HRTimeline
DeDora Capital, Inc.18,224$905K0.21%+1,48513F-HRTimeline
Douglass Winthrop Advisors, LLC18,213$904K0.02%-6,52913F-HRTimeline
LRI Investments, LLC18,125$900K0.07%+13,12513F-HRTimeline
Revisor Wealth Management LLC17,917$899K0.24%+11,59713F-HRTimeline
Alpha Financial Partners LLC18,009$894K0.55%+6,78913F-HRTimeline
SkyOak Wealth, LLC17,961$892K0.16%new13F-HRTimeline
WORLD EQUITY GROUP, INC.17,949$891K0.25%+2,19113F-HRTimeline
SOA Wealth Advisors, LLC.17,747$881K0.15%+15,40913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC17,610$874K0.02%+11,31113F-HRTimeline
Prodigy Asset Management LLC17,600$874K0.31%new13F-HRTimeline
Gould Capital, LLC17,559$872K0.54%+1,10313F-HRTimeline
International Private Wealth Advisors L…17,506$869K0.55%+8,27013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,496$869K0.06%+17513F-HRTimeline
Cypress Wealth Services, LLC17,454$867K0.12%+1,54013F-HRTimeline
E6 Portfolios, LLC17,398$864K0.99%13F-HRTimeline
Ameliora Wealth Management Ltd.17,337$861K0.26%+3,71913F-HRTimeline
1776 Wealth LLC17,335$861K0.32%013F-HRTimeline
Glassman Wealth Services17,282$858K0.12%013F-HRTimeline
Ackerman Capital Advisors, LLC17,132$851K0.17%-18,13713F-HRTimeline
Independence Bank of Kentucky17,123$850K0.11%+17,02313F-HRTimeline
B & T Capital Management DBA Alpha Capi…17,031$846K0.12%-10713F-HRTimeline
Quadcap Wealth Management, LLC17,019$845K0.1%013F-HRTimeline
Three Seasons Wealth, LLC17,008$844K0.08%+4,15713F-HRTimeline
West Financial Advisors, LLC17,002$844K0.14%+2,87713F-HRTimeline
Quadrant Private Wealth Management, LLC16,995$844K0.14%new13F-HRTimeline
HighPoint Advisor Group LLC16,944$841K0.02%new13F-HRTimeline
SevenBridge Financial Group, LLC16,914$840K0.14%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC16,909$840K0.08%+2,12313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC16,866$837K0.03%+1,58513F-HRTimeline
Keating Financial Advisory Services, In…16,840$836K0.11%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,808$835K0.01%-1,52113F-HRTimeline
Octavia Wealth Advisors, LLC16,794$834K0.08%+1,96313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,744$831K0.04%+87913F-HRTimeline
Broadhurst Jeffrey B16,693$829K0.86%13F-HRTimeline
Town Capital LLC16,571$823K0.67%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,542$821K0.06%-13,49313F-HRTimeline
Capital Investment Advisory Services, L…16,541$821K0.06%+2,62013F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC16,420$815K0.4%13F-HRTimeline
Asset Dedication, LLC16,407$815K0.05%+1013F-HRTimeline
UMB Bank, n.a.16,300$809K0.01%+5,34113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Federation des caisses Desjardins du Qu…16,251$807K<0.01%+96113F-HRTimeline
Tamar Securities, LLC16,230$806K0.09%+6713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC16,152$802K0.03%013F-HRTimeline
Harfst & Associates, Inc.16,149$802K0.14%+80713F-HRTimeline
Ascent Wealth Partners, LLC16,121$800K0.09%+2,77013F-HRTimeline
FRG Family Wealth Advisors LLC16,085$799K0.12%+1,29513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…16,065$798K0.12%new13F-HRTimelineGroup
J2 Capital Management Inc15,992$794K0.58%+1,47313F-HRTimeline
Nan Fung Group Holdings Ltd15,968$793K0.71%013F-HRTimeline
Clientfirst Wealth Management, LLC15,890$789K0.63%-1,13013F-HRTimeline
Prospera Financial Services Inc15,858$787K0.01%+11,43113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC14,941$784K0.02%+5,65013F-HRTimeline
Crystal Rock Capital Management15,775$783K0.41%-1,37513F-HRTimeline
McAdam, LLC15,684$779K0.04%+6,79913F-HRTimeline
Osbon Capital Management LLC15,599$775K0.72%13F-HRTimeline
Kastel Capital Advisors, LLC15,577$773K0.47%13F-HRTimeline
Finivi Inc.15,543$772K0.45%new13F-HRTimeline
Archer Investment Management, LLC15,530$771K0.41%new13F-HRTimeline
Midwest Trust Co15,428$766K0.01%+12,12213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP15,419$766K0.01%+7,51913F-HRTimelineGroup
Kera Capital Partners, Inc.16,114$765K0.09%+2,52413F-HRTimeline
Insight Advisors, LLC/ PA15,403$765K0.12%-47613F-HRTimeline
HUB Investment Partners, LLC15,375$763K0.02%-1,21113F-HRTimeline
SIG BROKERAGE, LP15,322$761K0.26%-89,94413F-HRTimeline
Hutchens & Kramer Investment Management…15,281$759K0.26%+47013F-HRTimeline
DIVERSIFIED TRUST CO15,238$757K0.01%-7,10613F-HRTimeline
A4 Wealth Advisors LLC15,221$756K0.65%+8,65813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC15,193$754K0.19%new13F-HRTimeline
Cassia Capital Partners, LLC15,137$752K0.41%+9,36513F-HRTimeline
Modera Wealth Management, LLC15,135$751K0.01%-4,35713F-HRTimeline
BEACON FINANCIAL GROUP15,121$751K0.07%-73713F-HRTimeline
J. Derek Lewis & Associates Inc.15,052$747K0.18%13F-HRTimeline
LWM Advisory Services, LLC15,039$747K0.44%+16413F-HRTimeline
Financial Management Professionals, Inc.15,028$746K0.08%+30013F-HRTimeline
Manatuck Hill Partners, LLC15,000$745K0.26%new13F-HRTimeline
WHITTIER TRUST CO14,106$740K0.01%+11,25013F-HRTimeline
WEALTH ALLIANCE, LLC14,821$736K0.07%-8,90213F-HRTimeline
Orin Green Financial, LLC14,767$733K0.29%+1,07813F-HRTimeline
LITTLE HOUSE CAPITAL LLC14,647$727K0.18%-60613F-HRTimeline
IRON Financial LLC14,562$723K0.33%+32713F-HRTimeline
Kagan Cocozza Asset Management14,486$719K0.51%-15413F-HRTimeline
NWAM LLC14,475$719K0.04%+60913F-HRTimeline
AWM CAPITAL, LLC14,474$719K0.07%-3213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14,468$718K0.01%+6,03213F-HRTimelineGroup
KTF INVESTMENTS, LLC14,445$717K0.12%13F-HRTimeline
J.Safra Asset Management Corp14,414$716K0.04%+5,98613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,390$714K<0.01%-1,85013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC14,382$714K0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC14,370$713K0.09%+10,28513F-HRTimeline
Snowden Capital Advisors LLC14,366$713K0.02%+4,28913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments14,325$711K0.04%-81913F-HRTimelineGroup
EPG Wealth Management LLC14,302$710K0.19%+5,57913F-HRTimeline
Argentarii, LLC14,264$708K0.23%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,257$708K<0.01%+1,51613F-HRTimelineGroup
STRATEGIC ADVISORY PARTNERS, LLC14,144$702K0.58%13F-HRTimeline
Solitude Financial Services14,104$700K0.23%+3,04913F-HRTimeline
MOR Wealth Management, LLC14,081$699K0.32%13F-HRTimeline
Altman Advisors, Inc.13,923$691K0.26%+2113F-HRTimeline
Allie Family Office LLC13,905$690K0.32%new13F-HRTimeline
CCM INVESTMENT ADVISERS LLC13,885$689K0.07%013F-HRTimeline
Global Wealth Management, LLC13,851$688K0.37%new13F-HRTimeline
RVW Wealth, LLC13,841$687K0.05%+19513F-HRTimeline
ORG Partners LLC13,836$687K0.12%-87613F-HRTimeline
National Wealth Management Group, LLC13,823$686K0.24%-39813F-HRTimeline
Sandbox Financial Partners, LLC13,821$686K0.19%+25413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC13,818$686K0.6%13F-HRTimeline
Fortitude Family Office, LLC13,740$682K0.16%+8,33413F-HRTimeline