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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,542 managers (1,556 13F filers) reported a position in IBIT shares at 2026-03-31, 343,258,069 shares in all. 133 filers opened a position and 247 filers sold out during the quarter.

Managers
1,542
13F filers
1,556
New
133
Added
772
Reduced
398
Sold out
247
Shares held by filers
343,258,069

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,841$992K<0.01%-4,01313F-HRTimelineGroup
Howard Capital Management Group, LLC25,790$991K0.07%013F-HRTimeline
Advyzon Investment Management, LLC25,717$988K0.09%+2,52913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …25,340$974K0.09%+6,30013F-HRTimelineGroup
Exit Wealth Advisors, LLC.25,284$971K0.5%+18,14213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC25,014$961K0.35%+1,03413F-HRTimeline
Caprock Group, LLC25,000$960K0.02%013F-HRTimeline
LRI Investments, LLC24,995$960K0.09%+6,87013F-HRTimeline
SAX WEALTH ADVISORS, LLC19,329$960K0.05%-1,05413F-HRTimeline
Coastal Bridge Advisors, LLC24,969$959K0.07%+4,48613F-HRTimeline
Icon Wealth Advisors, LLC22,404$958K0.06%+2,04513F-HRTimeline
Wealth Watch Advisors, INC24,860$955K0.4%+3,92013F-HRTimeline
Mirador Capital Partners LP24,817$953K0.14%-7,18613F-HRTimeline
CFM WEALTH PARTNERS LLC24,779$952K0.14%-16513F-HRTimeline
Archer Investment Corp24,665$948K0.2%-4113F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC24,643$947K0.45%+24213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC24,572$944K0.13%+3,40413F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV24,492$941K0.59%-38,54013F-HRTimeline
IFC Advisors LLC24,280$933K0.13%013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC24,120$927K0.26%013F-HRTimeline
Sound Financial Strategies Group, LLC24,117$927K0.63%+4,77813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp24,064$925K0.02%+9,59613F-HRTimelineGroup
TRED AVON FAMILY WEALTH, LLC24,042$924K0.31%013F-HRTimeline
Traynor Capital Management, Inc.24,389$919K0.05%+4,19513F-HRTimeline
Sound View Wealth Advisors Group, LLC23,886$918K0.06%+1,10613F-HRTimeline
Cape Investment Advisory, Inc.23,845$916K0.3%+48913F-HRTimeline
INTEGRITY ALLIANCE, LLC.23,825$915K0.03%-12,36013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC23,792$914K0.69%+12,93913F-HRTimeline
Triad Wealth Partners, LLC23,659$909K0.07%+1,21313F-HRTimeline
Tarbox Family Office, Inc.23,647$909K0.15%+3,49813F-HRTimeline
HUB Investment Partners, LLC23,528$904K0.02%+8,15313F-HRTimeline
Key Client Fiduciary Advisors, LLC23,496$903K0.31%+5,11313F-HRTimeline
Forefront Wealth Partners, LLC23,459$901K0.38%+16,57313F-HRTimeline
MFG WEALTH MANAGEMENT, INC.23,457$901K0.75%+3,36913F-HRTimeline
Intrua Financial, LLC23,437$900K0.1%+4,25413F-HRTimeline
AlphaCore Capital LLC23,260$894K0.02%-3,35713F-HRTimeline
WESCAP Management Group, Inc.23,217$892K0.18%-10,21213F-HRTimeline
Invst, LLC23,173$890K0.1%-57313F-HRTimeline
Park Edge Advisors, LLC23,153$890K0.21%-8,38213F-HRTimeline
Integrated Advisors Network LLC23,067$886K0.05%-17,88313F-HRTimeline
Town Capital LLC22,904$880K0.71%+6,33313F-HRTimeline
Three Seasons Wealth, LLC22,858$878K0.34%+5,85013F-HRTimeline
Rinkey Investments22,768$875K0.22%-11013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…22,528$866K0.11%-2,39613F-HRTimeline
E6 Portfolios, LLC22,459$863K0.9%+5,06113F-HRTimeline
J2 Capital Management Inc22,320$858K0.59%+6,32813F-HRTimeline
RWA WEALTH PARTNERS, LLC22,208$853K0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC22,189$853K0.37%-43313F-HRTimeline
Owen LaRue, LLC21,946$843K0.32%new13F-HRTimeline
Heritage Investment Group, Inc.21,828$839K0.13%+9,96513F-HRTimeline
BlackDiamond Wealth Management, LLC21,594$830K0.4%+5,56013F-HRTimeline
Hilltop National Bank21,589$829K0.2%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp21,574$829K<0.01%+13,41913F-HR/ATimelineGroup
International Private Wealth Advisors L…21,406$822K0.5%+3,90013F-HRTimeline
Sowell Financial Services LLC21,360$821K0.03%+3,05713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC21,245$816K0.01%-335,93913F-HRTimeline
Delta Investment Management, LLC21,200$815K0.15%-97313F-HRTimeline
Formidable Asset Management, LLC16,332$811K0.13%-6,66113F-HRTimeline
Soltis Investment Advisors LLC21,031$808K0.05%+10,46913F-HRTimeline
Accel Wealth Management20,984$806K0.21%-2513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.20,905$803K0.31%-20413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…20,815$800K0.12%+4,75013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC20,786$799K0.05%-1,84513F-HRTimeline
Revisor Wealth Management LLC20,738$797K0.22%+2,82113F-HRTimeline
Choate Investment Advisors20,652$793K0.02%+66113F-HRTimeline
Headlands Technologies LLC20,619$792K0.09%new13F-HRTimeline
Ridgewood Investments LLC20,602$792K0.32%13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC20,590$791K0.02%013F-HRTimeline
Cambridge Financial Group, LLC20,539$789K0.27%+14,47413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC20,464$789K0.03%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.20,530$789K0.2%+2,58113F-HRTimeline
Gibson Capital, LLC20,495$787K0.15%-46913F-HRTimeline
Ascent Wealth Partners, LLC20,425$785K0.09%+4,30413F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.20,211$777K0.46%+75713F-HRTimeline
Kastel Capital Advisors, LLC15,577$773K0.47%013F-HRTimeline
Strategic Blueprint, LLC20,127$773K0.04%+10,52613F-HRTimeline
HighPoint Advisor Group LLC20,091$772K0.03%+3,14713F-HRTimeline
VISTA FINANCE, LLC20,057$771K0.61%-9,82813F-HRTimeline
Solitude Financial Services18,089$770K0.23%+3,98513F-HRTimeline
Orvieto Partners, L.P.20,000$768K0.66%013F-HRTimeline
VANCE WEALTH, LLC19,978$768K0.22%new13F-HRTimeline
Wilmington Savings Fund Society, FSB19,968$767K0.02%+1,34013F-HRTimeline
HBK Sorce Advisory LLC16,818$764K0.02%-18413F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD19,713$757K0.11%013F-HRTimeline
DecisionMap Wealth Management, LLC19,552$751K0.49%013F-HRTimeline
Titiun Yejiel19,500$749K0.76%-43,00013F-HRTimeline
Williams Jones Wealth Management, LLC.19,373$744K0.01%-1,35013F-HRTimeline
Busey Bank19,326$743K0.02%-38513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,766$742K0.02%+3,82513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC19,300$742K0.03%-5,50013F-HRTimeline
Glassman Wealth Services19,296$741K0.1%+2,01413F-HRTimeline
AMG National Trust Bank19,275$741K0.02%new13F-HRTimeline
K.J. Harrison & Partners Inc19,228$739K0.12%+14,60013F-HRTimeline
DeDora Capital, Inc.19,196$738K0.18%+97213F-HRTimeline
Vantage Investment Partners, LLC19,132$735K0.05%013F-HRTimeline
McAdam, LLC19,113$734K0.03%+3,42913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.19,100$734K0.45%-38,58513F-HRTimeline
Wealth Analytics Partners, LLC19,094$734K0.3%-1,65513F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC19,088$733K0.69%+5,27013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.19,087$733K<0.01%-10,71413F-HRTimelineGroup
SACKS & ASSOCIATES, LLC19,073$733K0.54%013F-HRTimeline
Pure Financial Advisors, LLC18,999$730K0.01%-89313F-HRTimeline
Royal Fund Management, LLC19,561$729K0.07%-3,90713F-HRTimeline
FNY Investment Advisers, LLC19,000$729K0.32%+9,75013F-HRTimeline
Colter Lewis Investment Partners LLC18,974$729K0.69%+6,23113F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …18,937$728K0.01%+7,18713F-HRTimelineGroup
Cornerstone Planning Group LLC15,720$728K0.1%+7,83113F-HRTimeline
Resurgent Financial Advisors LLC18,900$726K0.26%-6,23013F-HRTimeline
Asset Dedication, LLC18,871$725K0.05%+2,46413F-HRTimeline
Gainplan LLC18,871$725K0.54%new13F-HRTimeline
Sloy Dahl & Holst, LLC18,858$725K0.1%+3013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,848$724K0.02%-70013F-HRTimelineGroup
Prospera Financial Services Inc18,820$723K0.01%+2,96213F-HRTimeline
Moran Wealth Management, LLC18,796$722K0.02%+9,34613F-HRTimeline
KTF INVESTMENTS, LLC18,745$720K0.12%+4,30013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC18,677$718K0.16%-1013F-HRTimeline
Rothschild Wealth LLC18,653$717K0.06%-3,81813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC18,580$714K0.23%new13F-HRTimeline
Camelot Portfolios, LLC18,512$711K0.53%+5,14613F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT18,470$710K0.03%-45013F-HRTimeline
Broadhurst Jeffrey B18,268$702K0.72%+1,57513F-HRTimeline
Wick Capital Partners, LLC18,258$701K0.13%+7,25313F-HRTimeline
New Republic Capital, LLC18,217$700K0.24%+7,41113F-HRTimeline
Douglass Winthrop Advisors, LLC18,213$700K0.01%013F-HRTimeline
Orin Green Financial, LLC18,139$697K0.29%+3,37213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,994$691K0.05%+4,58613F-HRTimeline
NewCorp Financial Services, Inc.17,849$686K0.59%+4,38713F-HRTimeline
Grand Central Investment Group17,795$684K0.51%-96913F-HRTimeline
Apella Capital, LLC15,551$683K0.01%+2,79213F-HRTimeline
SOA Wealth Advisors, LLC.17,771$683K0.13%+2413F-HRTimeline
Kera Capital Partners, Inc.17,747$682K0.08%+1,63313F-HRTimeline
B. Riley Wealth Advisors, Inc.18,090$682K0.04%-8,48413F-HRTimeline
Discipline Wealth Solutions, LLC17,675$679K0.07%+6,20613F-HRTimeline
Centiva Capital, LP17,670$679K0.03%new13F-HRTimeline
Ackerman Capital Advisors, LLC17,616$677K0.14%+48413F-HRTimeline
Prodigy Asset Management LLC17,600$676K0.23%013F-HRTimeline
Financial Management Professionals, Inc.17,518$673K0.08%+2,49013F-HRTimeline
Hutchens & Kramer Investment Management…17,492$672K0.21%+2,21113F-HRTimeline
PURSUE WEALTH PARTNERS LLC17,393$668K0.4%-25,56413F-HRTimeline
Global Wealth Management, LLC17,382$668K0.36%+3,53113F-HRTimeline
City State Bank17,350$667K0.17%+12,10013F-HRTimeline
Ameliora Wealth Management Ltd.17,337$666K0.21%013F-HRTimeline
1776 Wealth LLC17,335$666K0.26%013F-HRTimeline
Cypress Wealth Services, LLC17,303$665K0.09%-15113F-HRTimeline
Wealth Management Associates, Inc.17,296$665K0.23%-13,28113F-HRTimeline
West Financial Advisors, LLC17,293$664K0.11%+29113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,271$664K0.03%+52713F-HRTimeline
Fermata Advisors, LLC17,271$664K0.15%-14,58813F-HRTimeline
Quadcap Wealth Management, LLC17,159$659K0.08%+14013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,045$659K0.05%-45113F-HRTimeline
Insight Advisors, LLC/ PA17,130$658K0.13%+1,72713F-HRTimeline
Banco BTG Pactual S.A.17,047$655K0.13%-13,25613F-HRTimeline
Sovereign Financial Group, Inc.16,955$651K0.11%-2,50613F-HRTimeline
Tamar Securities, LLC16,922$650K0.07%+69213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding16,832$647K+10,836Timeline
Cornerstone Wealth Management, LLC16,792$645K0.03%+3,78513F-HRTimeline
Harfst & Associates, Inc.16,659$640K0.11%+51013F-HRTimeline
FRG Family Wealth Advisors LLC16,635$639K0.1%+55013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,583$637K<0.01%+2,32613F-HRTimelineGroup
Argentarii, LLC16,559$636K0.22%+2,29513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC16,485$633K0.08%+2,11513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,425$631K<0.01%+9,11413F-HRTimelineGroup
Kagan Cocozza Asset Management16,411$631K0.44%+1,92513F-HRTimeline
DIVERSIFIED TRUST CO16,386$630K0.01%+1,14813F-HRTimeline
UMB Bank, n.a.16,300$626K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.16,234$624K0.04%-4,01413F-HRTimeline
NORDEN GROUP LLC16,228$623K0.06%new13F-HRTimeline
Cavalier Investments, LLC16,190$622K0.16%-56,00013F-HRTimeline
Riverview Capital Advisers, LLC16,165$621K0.21%+10,00013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC16,152$621K0.02%013F-HRTimeline
Tempo Wealth, LLC16,054$617K0.11%+7,53913F-HRTimeline
Nan Fung Group Holdings Ltd15,968$613K0.51%013F-HRTimeline
PATTEN & PATTEN INC/TN15,907$611K0.04%-10,75913F-HRTimeline
Clientfirst Wealth Management, LLC15,890$610K0.52%013F-HRTimeline
Aspiring Ventures, LLC15,797$607K0.2%+2,55213F-HRTimeline
Modera Wealth Management, LLC15,787$607K0.01%+65213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,752$605K0.01%-48,64013F-HRTimeline
Fortitude Financial, LLC15,720$604K0.32%+3,01513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP15,698$603K0.01%+27913F-HRTimelineGroup
Greenline Wealth Management LLC15,662$602K0.69%+2,27713F-HRTimeline
Mosley Wealth Management9,230$600K0.27%+7513F-HRTimeline
Holos Integrated Wealth LLC15,190$594K0.3%new13F-HRTimeline
Richmond Investment Services, LLC15,454$594K0.1%+2,07213F-HRTimeline
Peak Planning Group, LLC15,443$593K0.16%+3,68413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,385$591K<0.01%+99513F-HRTimelineGroup
BEACON FINANCIAL GROUP15,291$587K0.06%+17013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,218$585K0.03%+89313F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC15,115$581K0.05%-1,42713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.15,114$581K0.07%-7,35013F-HRTimeline
J.Safra Asset Management Corp15,111$581K0.03%+69713F-HRTimeline
Capital Investment Advisory Services, L…15,081$579K0.04%-1,46013F-HRTimeline
Mirabaud & Cie SA15,000$576K0.23%+5,80013F-HRTimeline
LWM Advisory Services, LLC14,875$571K0.61%-16413F-HRTimeline
Clear Creek Financial Management, LLC14,837$570K0.04%-8,90913F-HRTimeline
Gotham Asset Management, LLC14,770$567K<0.01%+3,92113F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV14,640$562K0.31%+4,37913F-HRTimeline
Rossby Financial, LCC14,531$561K0.12%+7,20613F-HRTimeline
WHITTIER TRUST CO14,159$560K0.01%+5313F-HRTimeline
CAPITAL ADVISORS INC/OK14,513$558K0.01%-10,57713F-HRTimeline
AWM CAPITAL, LLC14,435$555K0.05%-3913F-HRTimeline