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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,103 managers (1,113 13F filers) reported a position in IBIT shares at 2024-12-31, 327,484,814 shares in all. 389 filers opened a position and 45 filers sold out during the quarter.

Managers
1,103
13F filers
1,113
New
389
Added
431
Reduced
120
Sold out
45
Shares held by filers
327,484,814

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PRIMORIS WEALTH ADVISORS, LLC5,173$274K0.21%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.5,141$273K0.11%new13F-HRTimeline
FISHMAN JAY A LTD/MI5,135$272K0.03%new13F-HRTimeline
Circle Wealth Management, LLC5,135$272K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC4,702$271K0.07%013F-HRTimeline
First Heartland Consultants, Inc.5,084$270K0.03%new13F-HRTimeline
LGL PARTNERS, LLC5,059$268K0.04%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,049$268K0.05%+39613F-HRTimeline
Gibson Capital, LLC5,047$268K0.05%new13F-HRTimeline
Stone House Investment Management, LLC5,015$266K0.07%+3,25913F-HRTimeline
Quinn Opportunity Partners LLC5,000$265K0.02%new13F-HRTimeline
Provident Wealth Management, LLC5,000$265K0.09%new13F-HRTimeline
LRI Investments, LLC5,000$265K0.03%new13F-HRTimeline
Cascade Financial Partners, LLC4,933$262K0.03%new13F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC4,912$261K0.03%new13F-HRTimeline
Integrity Financial Corp /WA4,893$260K0.15%new13F-HRTimeline
Trilogy Capital Inc.4,881$259K0.01%new13F-HRTimeline
Nautilus Advisors LLC4,854$258K0.2%13F-HRTimeline
Riverview Capital Advisers, LLC4,835$256K0.08%new13F-HRTimeline
Qube Research & Technologies Ltd4,821$256K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC4,818$256K0.05%+87513F-HRTimeline
First Horizon Advisors, Inc.4,771$253K0.01%+1,77113F-HRTimeline
Stordahl Capital Management, Inc.4,763$253K0.06%new13F-HRTimeline
IEQ CAPITAL, LLC4,758$252K<0.01%new13F-HRTimeline
Finer Wealth Management, Inc.4,753$252K0.14%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,724$251K0.01%new13F-HRTimelineGroup
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC4,722$251K0.01%new13F-HRTimelineGroup
MBL Wealth, LLC4,717$250K0.03%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC4,680$248K0.02%new13F-HRTimeline
Element Wealth, LLC4,678$248K0.13%new13F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC4,630$246K0.16%new13F-HRTimeline
Silicon Valley Capital Partners4,606$244K0.03%+4,30613F-HRTimeline
HOEY INVESTMENTS, INC4,595$244K0.04%+3,00013F-HRTimeline
Stonebridge Financial Group, LLC4,569$242K0.03%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,555$242K0.04%new13F-HRTimeline
Solitude Financial Services4,555$242K0.11%new13F-HRTimeline
Bulltick Wealth Management, LLC4,549$241K0.06%new13F-HRTimeline
Miller Financial Services LLC4,519$240K0.2%13F-HRTimeline
HBW ADVISORY SERVICES LLC4,502$239K0.02%new13F-HRTimeline
Edge Wealth Management LLC4,500$239K0.05%new13F-HRTimeline
Cannon Global Investment Management, LLC4,500$239K0.59%-1,30013F-HRTimeline
HOWE & RUSLING INC4,495$238K0.02%new13F-HRTimeline
Hippocratic Financial Advisors, LLC4,492$238K0.17%13F-HRTimeline
Beacon Financial Advisory LLC4,475$237K0.08%-2,52813F-HRTimeline
DAVENPORT & Co LLC4,461$237K<0.01%new13F-HRTimeline
1ST SOURCE BANK4,450$236K0.01%new13F-HRTimeline
SFG Wealth Management, LLC.4,437$235K0.12%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,416$234K0.02%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,411$234K0.02%+23013F-HRTimelineGroup
Mainstream Capital Management LLC4,400$233K0.16%new13F-HRTimeline
Obermeyer Wealth Partners4,388$233K0.01%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC4,382$232K0.12%13F-HRTimeline
Beacon Bank & Trust4,366$232K0.05%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC4,325$229K0.08%new13F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY4,325$229K0.07%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,314$229K0.07%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,313$229K0.01%new13F-HRTimelineGroup
Financial Advisors Network, Inc.4,273$227K0.04%13F-HRTimeline
Optas, LLC4,272$227K0.05%new13F-HRTimeline
Kera Capital Partners, Inc.4,228$224K0.06%13F-HRTimeline
Soltis Investment Advisors LLC4,211$223K0.02%new13F-HRTimeline
Meridian Wealth Management, LLC4,207$223K0.01%new13F-HRTimeline
Simplicity Wealth,LLC4,206$223K0.05%-15,44913F-HRTimeline
Rosenberg Matthew Hamilton4,191$222K0.06%+1,84113F-HRTimeline
J. L. Bainbridge & Co., Inc.4,163$221K0.02%new13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.3,823$221K0.16%013F-HRTimeline
LJI Wealth Management, LLC4,150$220K0.04%new13F-HRTimeline
Kellett Wealth Advisors, LLC4,148$220K0.15%new13F-HRTimeline
Foundation Wealth Management, LLC4,146$220K0.17%new13F-HRTimeline
Advisory Alpha, LLC4,141$220K0.01%new13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC4,138$220K0.03%new13F-HRTimeline
SPROTT INC.4,126$219K0.01%new13F-HRTimeline
W ADVISORS, LLC4,100$218K0.13%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC4,100$218K0.15%new13F-HRTimeline
Strategic Advocates LLC4,072$216K0.07%new13F-HRTimeline
SANDERS MORRIS HARRIS LLC4,000$215K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,030$214K0.01%new13F-HRTimelineGroup
O'Dell Group, LLC4,022$213K0.05%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,015$213K0.24%13F-HRTimeline
Cottage Street Advisors LLC4,000$212K0.11%new13F-HRTimeline
GK Wealth Management LLC3,990$212K0.27%13F-HRTimeline
Greenwich Wealth Management LLC3,962$210K0.01%new13F-HRTimeline
Berger Financial Group, Inc3,927$208K0.01%new13F-HRTimeline
Copperwynd Financial, LLC3,884$206K0.06%new13F-HRTimeline
VanderPol Investments L.L.C.3,857$205K0.45%new13F-HRTimeline
TRUST CO OF VERMONT3,854$204K0.01%+2,21013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,689$204K0.02%-28,82813F-HRTimeline
Capital Investment Advisory Services, L…3,847$204K0.02%new13F-HRTimeline
Callan Capital, LLC3,839$204K0.01%new13F-HRTimeline
Global Financial Private Client, LLC3,838$204K0.08%-2013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,827$203K0.02%013F-HRTimeline
Hutchens & Kramer Investment Management…3,824$203K0.11%new13F-HRTimeline
Alliance Wealth Advisors, LLC3,807$202K0.12%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,805$202K0.02%+37513F-HRTimeline
CFO4Life Group, LLC3,789$201K0.04%new13F-HRTimeline
Winch Advisory Services, LLC3,532$187K0.05%+56713F-HRTimeline
Wilmington Savings Fund Society, FSB3,470$184K<0.01%+3,34613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,298$175K<0.01%+3,29713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,293$175K<0.01%+1,75713F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,000$159K<0.01%013F-HR/ATimelineGroup
DecisionPoint Financial, LLC2,897$154K0.05%new13F-HRTimeline
Manchester Capital Management LLC2,782$148K0.02%+1,87013F-HRTimeline
BARRETT & COMPANY, INC.2,755$146K0.06%new13F-HRTimeline
Atala Financial Inc2,695$143K0.1%13F-HRTimeline
AdvisorNet Financial, Inc2,651$141K0.01%+91113F-HRTimeline
HHM Wealth Advisors, LLC2,588$137K0.02%+2,58213F-HRTimeline
TSFG, LLC2,571$136K0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,529$134K0.01%+90413F-HRTimelineGroup
Headlands Technologies LLC2,503$133K0.01%-1,28413F-HRTimeline
Private Wealth Management Group, LLC2,491$132K0.05%+1,80013F-HRTimeline
AlphaMark Advisors, LLC2,455$130K0.06%+20013F-HRTimeline
Greenline Partners, LLC2,441$129K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,437$129K<0.01%+95013F-HRTimeline
Physician Wealth Advisors, Inc.2,352$125K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC2,347$125K0.03%+98513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,342$124K0.01%+97013F-HRTimeline
North Star Investment Management Corp.2,328$124K0.01%+42813F-HRTimeline
Nemes Rush Group LLC2,282$121K0.01%+47013F-HRTimeline
Gen-Wealth Partners Inc2,270$120K0.05%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,210$117K0.01%+513F-HRTimeline
WHITTIER TRUST CO2,210$117K<0.01%+1,76013F-HRTimeline
Glen Eagle Advisors, LLC2,180$116K0.02%+34713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,168$115K<0.01%+3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Wealth Strategies & Associates2,162$115K0.04%-12213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,151$114K0.11%new13F-HRTimeline
NATIXISin group Natixis Investment Managers2,177$113K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc2,110$112K0.04%+1,05013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eagle Bay Advisors LLC2,081$110K0.07%-12913F-HRTimeline
UMB Bank, n.a.2,053$109K<0.01%+9413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Friedenthal Financial1,994$106K0.06%-1,02913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,985$105K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC1,974$105K0.03%+76813F-HRTimeline
TD Waterhouse Canada Inc.1,935$103K<0.01%-6013F-HRTimeline
Game Plan Financial Advisors, LLC1,920$102K0.05%+1,62013F-HRTimeline
Vermillion Wealth Management, Inc.1,928$102K0.05%13F-HRTimeline
Bogart Wealth, LLC1,923$102K<0.01%-39013F-HRTimeline
Compass Financial Services Inc1,827$96.9K0.05%13F-HRTimeline
Laurel Wealth Advisors LLC1,820$96.6K0.02%013F-HRTimeline
Luminist Capital LLC1,804$95.7K0.17%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,787$94K0.02%+1,17313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,769$93.8K<0.01%+1,67713F-HRTimeline
VESTOR CAPITAL, LLC1,762$93K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,700$90.2K0.02%+1,45013F-HRTimelineGroup
Horrell Capital Management, Inc.1,699$90K0.03%+68113F-HRTimeline
Accredited Wealth Management, LLC1,640$87K0.08%13F-HRTimeline
Indiana Trust & Investment Management Co1,580$83.8K0.03%-14513F-HRTimeline
SOA Wealth Advisors, LLC.1,571$83.3K0.02%-4813F-HR/ATimeline
WASHINGTON TRUST Co1,554$82.4K<0.01%+98913F-HRTimeline
SJS Investment Consulting Inc.1,539$81.6K0.01%-83313F-HRTimeline
BFSG, LLC1,536$81.5K0.01%+7613F-HRTimeline
Pilgrim Partners Asia Pte Ltd1,500$79.6K0.07%13F-HRTimeline
Innovative Advisory Group, LLC1,485$78.8K0.07%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,430$75.9K0.03%new13F-HRTimeline
Asset Dedication, LLC1,408$74.7K0.01%+59713F-HRTimeline
Tortoise Investment Management, LLC1,330$70.6K0.01%+63013F-HR/ATimeline
Truvestments Capital LLC1,307$69.3K0.02%+1,24913F-HRTimeline
Bruce G. Allen Investments, LLC1,272$67.5K0.05%013F-HRTimeline
Measured Risk Portfolios, Inc.1,257$66.7K0.07%13F-HRTimeline
Bernard Wealth Management Corp.1,250$66.3K0.03%13F-HR/ATimeline
West Financial Advisors, LLC1,228$65.1K0.01%+11813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,211$64.2K0.03%013F-HRTimeline
Orion Capital Management LLC1,204$63.9K0.03%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,155$61.3K<0.01%+13013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOLFF WIESE MAGANA LLC1,137$60.3K0.04%new13F-HRTimeline
Avion Wealth1,100$58K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,093$58K0.01%+10013F-HRTimeline
Future Financial Wealth Managment LLC1,050$55.7K0.04%+1,00013F-HRTimeline
Perkins Coie Trust Co1,045$55.4K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,041$55.2K<0.01%new13F-HRTimeline
DT Investment Partners, LLC1,033$54.8K<0.01%+59513F-HRTimeline
Quintet Private Bank (Europe) S.A.1,000$53.3K<0.01%new13F-HRTimeline
Morse Asset Management, Inc1,000$53K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$53K0.02%013F-HRTimeline
Creekmur Asset Management LLC980$52K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC950$50.4K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC925$49.1K<0.01%new13F-HRTimeline
Bare Financial Services, Inc910$48.3K0.02%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…910$48K<0.01%+59513F-HRTimelineGroup
Front Row Advisors LLC900$47.7K0.02%new13F-HRTimeline
Grove Bank & Trust895$47.5K0.01%new13F-HRTimeline
CURIO WEALTH, LLC889$47.2K0.03%13F-HRTimeline
Covestor Ltd887$47K0.03%-2,34213F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC873$46.3K0.02%new13F-HRTimeline
OAKWORTH CAPITAL, INC.826$43.8K<0.01%new13F-HRTimeline
Sandy Spring Bank815$43.2K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC807$42.8K0.02%new13F-HRTimeline
Fairway Wealth LLC764$40.5K0.02%+10013F-HRTimeline
Sound Income Strategies, LLC742$39.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC716$38K0.03%13F-HRTimeline
HM PAYSON & CO676$35.9K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC665$35.2K0.01%+23013F-HRTimeline
New England Capital Financial Advisors …611$32.4K0.02%new13F-HRTimeline
IAG Wealth Partners, LLC600$31.8K0.01%new13F-HRTimeline
Graney & King, LLC592$31.4K0.02%13F-HRTimeline
Fairscale Capital, LLC590$31.3K0.03%-68013F-HRTimeline
PSI Advisors, LLC557$29.5K0.01%new13F-HRTimeline
McIlrath & Eck, LLC538$28.5K<0.01%+9113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC521$27.6K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC520$27.6K<0.01%new13F-HRTimeline
Crewe Advisors LLC502$26.6K<0.01%+30213F-HRTimeline