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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,464 managers (1,479 13F filers) reported a position in IBIT shares at 2026-06-30, 346,070,720 shares in all. 113 filers opened a position and 195 filers sold out during the quarter.

Managers
1,464
13F filers
1,479
New
113
Added
583
Reduced
472
Sold out
195
Shares held by filers
346,070,720

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Relyea Zuckerberg Hanson LLC13,805$460K0.04%+2,48813F-HR/ATimeline
Sovereign Financial Group, Inc.13,799$459K0.07%-3,15613F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC13,693$456K0.3%+3,75013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC13,668$455K0.08%+51013F-HRTimeline
Maridea Wealth Management LLC13,667$455K0.05%+3,18013F-HRTimeline
Armbruster Capital Management, Inc.13,643$454K0.07%013F-HRTimeline
Rangeley Capital, LLC13,600$453K0.42%new13F-HRTimeline
Seven Bridges Advisors LLC13,550$451K0.22%13F-HRTimeline
WEALTHGARDEN F.S. LLC13,524$450K0.26%+4,50913F-HRTimeline
IRON Financial LLC13,466$448K0.19%-9513F-HRTimeline
Optivise Advisory Services LLC13,455$448K0.23%+1,89913F-HRTimeline
Whitener Capital Management, Inc.13,397$446K0.09%+3,79513F-HRTimeline
Arcus Capital Partners, LLC13,389$446K0.18%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC13,349$444K0.35%013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP13,318$443K0.01%-90013F-HRTimeline
Ignite Planners, LLC13,292$443K0.06%+1,14513F-HRTimeline
Fortitude Family Office, LLC13,280$442K0.09%+12,81913F-HRTimeline
Prospera Financial Services Inc13,233$441K0.01%-5,58713F-HRTimeline
SJS Investment Consulting Inc.13,177$439K0.05%+4,01613F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC13,145$438K0.43%13F-HR/ATimeline
Claro Advisors Inc.13,144$438K0.05%-65513F-HRTimeline
Thompson David Blair13,073$435K0.22%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.13,026$434K0.03%+4913F-HRTimeline
Hutchens & Kramer Investment Management…12,995$433K0.12%-4,49713F-HRTimeline
Kera Capital Partners, Inc.12,944$431K0.04%-4,80313F-HRTimeline
PFG Investments, LLC12,921$430K0.02%-20,04613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC12,918$430K0.14%new13F-HRTimeline
Clay Northam Wealth Management, LLC12,900$429K0.21%-1,30013F-HRTimeline
M Wealth Management, LLC12,873$429K0.34%+50013F-HRTimeline
Grant Street Asset Management, Inc.12,824$427K0.07%+4813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,823$427K0.01%-72313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC12,760$425K0.03%new13F-HRTimeline
IFG Advisory, LLC12,744$424K0.01%new13F-HRTimeline
Fort Point Capital Partners LLC12,684$422K0.05%-21,30313F-HRTimeline
Redhawk Wealth Advisors, Inc.12,638$421K0.04%+5,31813F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC12,601$419K0.01%+3,72513F-HRTimelineGroup
ARWA LLC11,370$414K0.17%+6,10113F-HRTimeline
Blackhawk Capital Partners, LLC12,417$413K0.14%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC12,299$409K0.02%+3,60813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,282$409K0.05%013F-HRTimeline
Beacon Capital Management, LLC12,267$408K0.06%new13F-HRTimeline
Gateway Wealth Partners, LLC12,177$405K0.02%-37,48313F-HRTimeline
Ballew Advisors, Inc11,607$405K0.21%+4513F-HRTimeline
4WEALTH ADVISORS, INC.11,827$404K0.31%-73813F-HRTimeline
Sanchez Gaunt Capital Management, LLC12,086$402K0.22%+47713F-HRTimeline
Evanson Financial, LLC12,083$402K0.02%13F-HRTimeline
Plancorp, LLC11,311$398K0.01%+97413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…11,944$398K0.01%013F-HRTimelineGroup
Whalen Wealth Management Inc.11,888$396K0.18%-19,92113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.11,860$395K0.03%013F-HRTimeline
Wealth Management Partners, LLC11,845$394K0.09%+3,83013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,823$394K<0.01%-18,79413F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.11,814$393K0.04%-3,30013F-HRTimeline
WINCAP FINANCIAL LLC11,772$392K0.21%+3,45013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,745$391K0.04%+2,17213F-HRTimelineGroup
Cannon Global Investment Management, LLC11,700$389K1.17%+1,10013F-HRTimeline
55 North Private Wealth, LLC11,687$389K0.08%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD11,684$389K0.08%13F-HRTimeline
AlphaCore Capital LLC11,646$388K0.01%-11,61413F-HRTimeline
RWA WEALTH PARTNERS, LLC11,645$388K<0.01%-10,56313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC11,645$388K0.12%-12,39713F-HRTimeline
SAM Advisors, LLC11,640$387K0.11%013F-HRTimeline
Ashford Advisors, LLC11,640$387K0.08%new13F-HRTimeline
Quaker Wealth Management, LLC11,606$386K0.11%-50713F-HRTimeline
XP Advisory US, Inc.11,603$386K0.21%13F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC11,577$385K0.2%13F-HRTimeline
Stordahl Capital Management, Inc.11,570$385K0.07%+9913F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC11,564$385K0.27%013F-HRTimeline
CRA Financial Services, LLC11,533$384K0.04%new13F-HRTimeline
Arsenal Capital Advisors LLC11,508$383K0.23%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,484$382K0.03%013F-HRTimeline
Abundance Wealth Counselors11,454$381K0.02%+5,72713F-HRTimeline
SUMMITRY LLC11,450$381K0.01%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,450$381K0.04%013F-HRTimelineGroup
BCS Wealth Management11,374$379K0.07%-15313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,364$378K<0.01%-2,66013F-HRTimeline
LaSalle St. Investment Advisors, LLC11,360$378K0.05%+4,89013F-HRTimeline
TLS Advisors LLC11,327$377K1.11%013F-HRTimeline
Bogart Wealth, LLC11,323$377K0.01%+6,06513F-HRTimeline
Magnolia Private Wealth, LLC11,268$375K0.21%+3,60913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,257$375K0.02%-20013F-HRTimeline
Asset Advisory Group, Inc.11,232$374K0.16%-24213F-HRTimeline
GSG Advisors LLC11,196$373K0.08%-2,18213F-HRTimeline
FORONJY FINANCIAL LLC11,188$372K0.14%+1,86313F-HRTimeline
Nadler Financial Group, Inc.11,170$372K0.03%+1,72013F-HRTimeline
WIT Partners Advisory Pte. Ltd.11,150$371K0.17%013F-HRTimeline
Granite Bay Wealth Management, LLC11,136$371K0.03%new13F-HRTimeline
Alchemi Wealth, LLC11,056$368K0.17%+1,33013F-HRTimeline
Birch Hill Investment Advisors LLC11,000$366K0.01%013F-HRTimeline
Avondale Wealth Management11,000$366K0.15%-3,00013F-HRTimeline
Flatrock Wealth Partners LLC10,941$364K0.14%+49113F-HRTimeline
Crew Capital Management, Ltd10,924$364K0.2%+2,43413F-HRTimeline
Wealth Group Ltd10,899$363K0.07%+2,36413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK10,892$363K<0.01%+22013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.10,885$362K0.01%-219,85113F-HRTimelineGroup
Rehmann Capital Advisory Group10,851$362K0.02%+16313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,837$361K0.02%+2,14613F-HRTimeline
AMERIFLEX GROUP, INC.10,810$360K0.15%+14813F-HRTimeline
Factor Wealth Management LTD10,760$358K0.05%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP10,751$358K0.02%-92513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC10,716$357K0.03%+5,18313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,710$357K0.04%new13F-HRTimeline
Accurate Wealth Management, LLC9,840$357K0.03%-2,67713F-HRTimeline
Merkkuri Wealth Advisors LLC10,705$356K0.22%+19513F-HRTimeline
PINNACLE ASSOCIATES LTD10,671$355K<0.01%+61713F-HRTimeline
Benchmark Financial Wealth Advisors, LLC10,660$355K0.09%-1,63113F-HRTimeline
Rothschild Wealth LLC10,619$354K0.03%-8,03413F-HRTimeline
Joseph P. Lucia & Associates, LLC10,612$353K0.11%-2,78313F-HRTimeline
Koshinski Asset Management, Inc.10,598$353K0.02%+1,04413F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,551$351K0.01%-1,28713F-HRTimeline
Colony Family Offices, LLC10,545$351K0.08%013F-HRTimeline
Ankerstar Wealth, LLC10,543$351K0.29%-913F-HRTimeline
Tempus Wealth Planning, LLC10,520$350K0.07%+86813F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD10,478$349K0.05%-20513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,449$348K<0.01%-6613F-HRTimelineGroup
Global Assets Advisory, LLC10,200$347K0.08%-21013F-HRTimeline
One Capital Management, LLC9,027$347K0.01%013F-HRTimeline
PALLADIEM, LLC10,396$346K0.34%-1,60013F-HRTimeline
Millington Financial Advisors, LLC9,519$346K0.14%-113F-HRTimeline
Tradition Wealth Management, LLC10,344$344K0.02%-6613F-HRTimeline
Atwater Malick LLC10,337$344K0.07%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/10,322$344K0.08%+24213F-HRTimeline
RMG Wealth Management LLC9,534$342K0.04%+80313F-HRTimeline
Frank, Rimerman Advisors LLC10,259$342K0.02%013F-HRTimeline
Garden State Investment Advisory Servic…10,240$341K0.07%-8513F-HRTimeline
VICUS CAPITAL10,214$340K0.02%+68513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC10,184$339K0.09%+2,84513F-HRTimeline
SAGE RHINO CAPITAL LLC10,162$338K0.06%+1,05013F-HRTimeline
Balance Wealth Partners LLC10,141$338K0.09%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC10,103$336K0.2%+62713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,102$336K0.01%-20,65013F-HRTimelineGroup
First Heartland Consultants, Inc.10,099$336K0.02%+60613F-HRTimeline
Sunburst Financial Group, LLC10,089$336K0.06%+1,22213F-HRTimeline
Total Wealth Planning & Management, Inc.10,042$334K0.24%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC10,038$334K0.01%+1,09013F-HRTimeline
First City Capital Management, Inc.10,031$334K0.16%+4,30013F-HRTimeline
Canton Hathaway, LLC10,000$333K0.06%-3,90013F-HRTimeline
4J Wealth Management LLC9,993$333K0.16%013F-HRTimeline
Signature Equity Partners, LLC9,989$333K0.15%+62913F-HRTimeline
CJM Wealth Advisers, Ltd.9,875$329K0.09%+1,01413F-HRTimeline
Citrine Capital LLC9,843$328K0.12%+69413F-HRTimeline
GWN SECURITIES INC.9,818$327K0.05%-76713F-HRTimeline
Mission Financial Group, LLC9,803$326K0.27%13F-HRTimeline
Schorn Wealth LLC9,794$326K0.09%013F-HRTimeline
Golden State Wealth Management, LLC9,770$325K0.03%+2,05213F-HRTimeline
Elevate Capital Advisors, LLC9,718$324K0.18%-25,32713F-HRTimeline
Prosperity Consulting Group, LLC9,665$322K0.01%-67113F-HRTimeline
Resurgent Financial Advisors LLC9,665$322K0.09%-9,23513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9,643$321K0.01%013F-HRTimelineGroup
Reliant Wealth Planning9,638$321K0.09%new13F-HRTimeline
Coastwise Capital Group, LLC9,616$320K0.19%new13F-HRTimeline
JB Capital LLC9,610$320K0.01%+10513F-HRTimeline
Capstone Financial Advisors, Inc.9,599$320K0.02%+30013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC9,575$319K0.32%13F-HRTimeline
Zinnia Wealth Advisory, LLC9,555$318K0.32%-79213F-HRTimeline
Amicus Financial Advisors, LLC9,545$318K0.08%-58913F-HRTimeline
Retirement Planning Group, LLC9,533$317K0.01%-3,25013F-HRTimeline
Narwhal Capital Management9,521$317K0.02%new13F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC9,496$316K0.19%013F-HRTimeline
Mainstream Capital Management LLC9,494$316K0.19%+1,21013F-HRTimeline
PCG Wealth Advisors, LLC9,479$316K0.07%-1,77913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…9,015$314K0.25%-4,03313F-HRTimeline
Biltmore Family Office, LLC9,440$314K0.04%+18913F-HRTimeline
Cushing Capital Partners, LLC9,425$314K0.22%+60413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.8,800$314K0.17%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,416$313K0.03%-1,76013F-HRTimeline
Noble Wealth Partners LLC9,369$312K0.27%13F-HRTimeline
Virtue Capital Management, LLC9,341$311K0.04%013F-HRTimeline
Greenline Wealth Management LLC9,329$311K0.26%-6,33313F-HRTimeline
Legacy Wealth Partners, LLC9,306$310K0.07%+1,42113F-HRTimeline
OakTrust Wealth Advisors, LLC9,256$308K0.27%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC9,226$307K0.04%-23813F-HRTimeline
Gilbert & Cook, Inc.9,222$307K0.04%+33513F-HRTimeline
Vivid Wealth Management, LLC9,220$307K0.11%+15013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,213$307K<0.01%+16613F-HRTimeline
Asempa Wealth Advisors9,195$306K0.23%+2,06213F-HRTimeline
AdvisorNet Financial, Inc9,185$306K0.01%+16013F-HRTimeline
Wealthquest Corp9,169$305K0.02%+713F-HRTimeline
Global Financial Private Client, LLC9,164$305K0.08%+1,92813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC9,127$304K0.06%+73213F-HRTimeline
Diversified Enterprises, LLC9,096$303K0.01%-3,08313F-HRTimeline
Sigma Planning Corp9,088$303K0.01%-26113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,024$300K0.01%-2,17713F-HRTimelineGroup
KEB ASSET MANAGEMENT, LLC9,015$300K0.05%013F-HRTimeline
American Financial Advisors, LLC9,011$300K0.04%new13F-HRTimeline
Arrowroot Family Office, LLC9,007$300K0.09%+40913F-HRTimeline
Everhart Financial Group, Inc.8,996$299K0.02%013F-HRTimeline
Advisory Solutions Group, LLC8,919$297K0.1%13F-HRTimeline
KINTRA WEALTH, LLC8,222$295K0.02%new13F-HRTimeline
Acropolis Investment Management, LLC8,829$294K0.01%+1,35213F-HR/ATimeline
Greenline Partners, LLC8,804$293K0.03%-813F-HRTimeline
ATX Financial Planning, LLC8,787$293K0.19%+12613F-HRTimeline
WILLNER & HELLER, LLC8,786$292K0.18%013F-HRTimeline
TRB Wealth Management, LLC8,769$292K0.04%-2,33413F-HRTimeline
Richmond Investment Services, LLC8,769$292K0.09%-6,68513F-HRTimeline
ENTREWEALTH, LLC7,993$292K0.11%+2,68413F-HRTimeline
Synergy Investment Management, LLC8,743$291K0.07%+71113F-HRTimeline
NOVEM GROUP8,727$291K0.03%new13F-HRTimeline
Entelevest, LLC8,709$290K0.25%-48313F-HRTimeline
Midwest Financial Partners Investments,…8,630$287K0.12%013F-HRTimeline