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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,178 managers (1,189 13F filers) reported a position in IBIT shares at 2025-03-31, 274,598,129 shares in all. 220 filers opened a position and 134 filers sold out during the quarter.

Managers
1,178
13F filers
1,189
New
220
Added
610
Reduced
222
Sold out
134
Shares held by filers
274,598,129

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Regal Investment Advisors LLC6,430$301K0.02%new13F-HRTimeline
Sunburst Financial Group, LLC6,416$300K0.07%+1,07513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,734$300K0.01%-10,82813F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …6,401$300K0.08%new13F-HRTimeline
Altus Wealth Group LLC6,399$300K0.14%+38513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,386$299K0.01%+1,97513F-HRTimelineGroup
Plancorp, LLC6,385$299K0.01%+21013F-HRTimeline
TRUST POINT INC.6,344$297K0.03%new13F-HRTimeline
Stordahl Capital Management, Inc.6,344$297K0.07%+1,58113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,338$297K0.03%+62513F-HRTimelineGroup
Holistic Financial Partners6,337$297K0.14%-1413F-HRTimeline
JDH Wealth Management, LLC6,297$295K0.25%new13F-HRTimeline
Columbus Macro, LLC6,262$293K0.04%+81313F-HRTimeline
Teamwork Financial Advisors, LLC6,262$293K0.04%new13F-HRTimeline
Seelaus Asset Management LLC6,256$293K0.28%-36313F-HRTimeline
Solitude Financial Services6,205$290K0.11%+1,65013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,200$290K0.01%+19913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,181$289K0.08%+25013F-HRTimelineGroup
Benin Management CORP6,170$289K0.08%+27013F-HRTimeline
Cornerstone Planning Group LLC5,413$288K0.07%+71113F-HRTimeline
PINNACLE ASSOCIATES LTD6,142$288K<0.01%new13F-HRTimeline
Citrine Capital LLC6,119$286K0.18%013F-HRTimeline
Aspiring Ventures, LLC5,218$285K0.16%+39313F-HRTimeline
Malaga Cove Capital, LLC6,090$285K0.12%new13F-HRTimeline
Embree Financial Group6,053$283K0.05%+80913F-HRTimeline
Wick Capital Partners, LLC6,007$281K0.08%-5,38913F-HRTimeline
Rathbones Group PLC6,002$281K<0.01%+81913F-HRTimeline
Caprock Group, LLC6,000$281K0.01%new13F-HRTimeline
Avondale Wealth Management6,000$281K0.18%013F-HRTimeline
Astra Wealth Partners LLC5,988$280K0.27%013F-HRTimeline
LaSalle St. Investment Advisors, LLC6,000$280K0.07%new13F-HRTimeline
Austin Wealth Management, LLC5,251$280K0.06%new13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC5,963$279K0.14%-4,46813F-HRTimeline
Bluespring Wealth Management, LLC5,962$279K0.03%-12013F-HRTimeline
EQUITABLE TRUST CO5,921$277K0.02%+37013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC5,920$277K0.19%new13F-HRTimeline
Wealth Management Partners, LLC5,869$275K0.13%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.5,832$273K0.03%+1,66913F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,825$273K0.09%13F-HRTimeline
Continuum Advisory, LLC5,818$272K0.04%+14413F-HRTimeline
WEALTHGARDEN F.S. LLC5,813$272K0.26%new13F-HRTimeline
Burt Wealth Advisors5,811$272K0.07%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,795$271K0.02%new13F-HRTimeline
Cascade Financial Partners, LLC5,772$270K0.03%+83913F-HRTimeline
First Heartland Consultants, Inc.5,769$270K0.03%+68513F-HRTimeline
Canal Capital Management, LLC5,763$270K0.05%-3,37213F-HRTimeline
HBW ADVISORY SERVICES LLC5,731$268K0.04%+1,22913F-HRTimeline
Cushing Capital Partners, LLC5,721$268K0.24%+3313F-HRTimeline
Kera Capital Partners, Inc.5,692$266K0.08%+1,46413F-HRTimeline
Allie Family Office LLC5,679$266K0.15%013F-HRTimeline
Accurate Wealth Management, LLC5,552$265K0.05%new13F-HRTimeline
Retirement Planning Co of New England, …5,618$263K0.13%+10113F-HR/ATimeline
Hamilton Wealth, LLC5,607$262K0.06%-2,27613F-HRTimeline
W ADVISORS, LLC5,582$261K0.16%+1,48213F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,574$261K0.02%-12613F-HRTimeline
SYNOVUS FINANCIAL CORP5,553$260K<0.01%-1813F-HRTimeline
MBE Wealth Management, LLC5,494$257K0.12%new13F-HRTimeline
Gibson Capital, LLC5,465$256K0.05%+41813F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,465$256K0.02%-7913F-HRTimeline
Vivid Wealth Management, LLC5,465$256K0.13%new13F-HRTimeline
Nautilus Advisors LLC5,454$255K0.21%+60013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,400$253K<0.01%new13F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC5,399$253K0.03%013F-HRTimeline
Family Office Research LLC5,376$252K0.12%new13F-HRTimeline
Advance Capital Management, Inc.5,372$251K0.01%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC5,368$251K0.05%-12,42613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,359$251K0.2%013F-HRTimeline
Samalin Investment Counsel, LLC5,317$249K0.1%-10213F-HRTimeline
City State Bank5,315$249K0.08%+4,98013F-HRTimeline
Beacon Financial Advisory LLC5,294$248K0.08%+81913F-HRTimeline
Schrum Private Wealth Management LLC5,283$247K0.22%new13F-HRTimeline
Financial Security Advisor, Inc.5,265$246K0.06%013F-HRTimeline
Sentry LLC5,235$245K0.05%new13F-HRTimeline
Williams Jones Wealth Management, LLC.5,225$245K<0.01%new13F-HRTimeline
Circle Wealth Management, LLC5,224$245K0.01%+8913F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC5,222$244K0.19%+4913F-HRTimeline
Franchise Capital Ltd5,205$244K0.15%-89,14513F-HRTimeline
Princeton Global Asset Management LLC5,203$244K0.05%+38513F-HRTimeline
Spectrum Wealth Counsel, LLC5,179$242K0.03%-23813F-HRTimeline
Swisher Financial Concepts, Inc.5,150$241K0.2%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,430$240K0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,054$240K0.02%new13F-HR/ATimeline
Carnegie Investment Counsel5,427$240K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC5,109$239K0.02%new13F-HRTimeline
Meridian Wealth Management, LLC5,109$239K0.01%+90213F-HRTimeline
HOEY INVESTMENTS, INC5,095$238K0.05%+50013F-HRTimeline
AIRE ADVISORS, LLC5,075$238K0.05%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,068$237K0.04%+51313F-HRTimeline
Stonebridge Financial Group, LLC5,019$235K0.03%+45013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,005$234K0.01%+1,71213F-HRTimelineGroup
Verdence Capital Advisors LLC5,003$234K0.02%-27813F-HRTimeline
Provident Wealth Management, LLC5,000$234K0.08%013F-HRTimeline
LRI Investments, LLC5,000$234K0.02%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,975$233K0.04%-73713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,973$233K0.01%+24913F-HRTimelineGroup
L2 Asset Management, LLC4,968$233K0.05%new13F-HRTimeline
SFG Wealth Management, LLC.4,964$232K0.11%+52713F-HRTimeline
Gilbert & Cook, Inc.4,942$231K0.03%-10,92213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC4,936$231K0.03%+79813F-HRTimeline
Mayflower Financial Advisors, LLC4,932$231K0.04%new13F-HRTimeline
Regency Capital Management Inc.\DE4,929$231K0.14%-5,10013F-HRTimeline
NavPoint Financial, Inc.4,927$231K0.16%new13F-HRTimeline
Old Mission Investment Co LLC4,862$228K0.07%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,860$227K0.01%new13F-HRTimeline
Fusion Capital, LLC4,850$227K0.09%new13F-HRTimeline
Riverview Capital Advisers, LLC4,835$226K0.07%013F-HRTimeline
CFO4Life Group, LLC4,805$225K0.04%+1,01613F-HRTimeline
STOCK YARDS BANK & TRUST CO4,804$225K0.01%new13F-HRTimeline
Eagle Bay Advisors LLC4,792$224K0.19%+2,71113F-HRTimeline
First Horizon Advisors, Inc.4,771$223K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.4,756$223K0.03%new13F-HRTimeline
Tortoise Investment Management, LLC4,755$223K0.02%+3,42513F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,747$222K<0.01%new13F-HRTimelineGroup
FISHMAN JAY A LTD/MI4,735$222K0.02%-40013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,694$220K0.09%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC4,692$220K0.02%-4,44713F-HRTimeline
Pacific Sage Partners, LLC4,675$219K0.05%new13F-HRTimeline
LGL PARTNERS, LLC4,659$218K0.11%-40013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,617$216K0.08%new13F-HRTimeline
Copperwynd Financial, LLC4,564$214K0.06%+68013F-HRTimeline
Composition Wealth, LLC4,558$213K<0.01%new13F-HRTimeline
Forefront Wealth Partners, LLC4,549$213K0.14%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,509$211K<0.01%new13F-HRTimelineGroup
Strategies Wealth Advisors, LLC4,496$210K0.03%new13F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY4,475$209K0.07%+15013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,475$209K<0.01%+4,27513F-HRTimelineGroup
Axecap Investments, LLC4,459$209K0.18%new13F-HRTimeline
1ST SOURCE BANK4,450$208K0.01%013F-HRTimeline
Idaho Trust Co4,446$208K0.08%new13F-HRTimeline
Bare Financial Services, Inc4,445$208K0.08%+3,53513F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.4,400$206K0.08%-23,90013F-HRTimeline
Mainstream Capital Management LLC4,400$206K0.16%013F-HRTimeline
Obermeyer Wealth Partners4,388$205K0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.3,823$205K0.14%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,375$205K0.03%new13F-HRTimeline
Beacon Bank & Trust4,366$204K0.05%013F-HRTimeline
ZEGA Investments, LLC4,357$204K0.06%-1,88613F-HRTimeline
TRUST CO OF VERMONT4,354$204K0.01%+50013F-HRTimeline
Banco BTG Pactual S.A.4,350$204K0.05%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,827$203K0.02%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,324$202K0.01%+1113F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC4,300$201K0.13%+20013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,284$201K0.23%+26913F-HRTimeline
Rosenberg Matthew Hamilton4,191$196K0.05%013F-HRTimeline
Global Financial Private Client, LLC3,908$183K0.07%+7013F-HRTimeline
Sandy Spring Bank3,877$181K0.01%+3,06213F-HRTimeline
San Luis Wealth Advisors LLC10,196$178K0.04%+3,50913F-HR/ATimeline
Winch Advisory Services, LLC3,569$167K0.04%+3713F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,541$165K0.03%+1,75413F-HRTimeline
Compass Financial Services Inc3,476$163K0.09%+1,64913F-HRTimeline
DT Investment Partners, LLC3,453$162K0.02%+2,42013F-HRTimeline
IMG Wealth Management, Inc.3,355$157K0.14%new13F-HRTimeline
NATIXISin group Natixis Investment Managers3,249$155K<0.01%+1,07213F-HR/ATimelineGroup
Orion Capital Management LLC3,207$150K0.06%+2,00313F-HRTimeline
Future Financial Wealth Managment LLC3,050$143K0.1%+2,00013F-HRTimeline
Stone House Investment Management, LLC3,049$143K0.03%-1,96613F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,000$140K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.2,955$138K0.06%+20013F-HRTimeline
Greenline Partners, LLC2,946$138K0.02%+50513F-HRTimeline
DecisionPoint Financial, LLC2,897$136K0.04%013F-HRTimeline
WHITTIER TRUST CO2,856$134K<0.01%+64613F-HRTimeline
Private Wealth Management Group, LLC2,791$131K0.05%+30013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,729$128K<0.01%+20013F-HRTimelineGroup
Glen Eagle Advisors, LLC2,722$127K0.02%+54213F-HRTimeline
Atala Financial Inc2,627$127K0.09%-6813F-HRTimeline
Dunhill Financial, LLC2,629$123K0.06%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,601$122K0.02%+24913F-HRTimeline
North Star Investment Management Corp.2,599$122K0.01%+27113F-HRTimeline
Nemes Rush Group LLC2,582$121K0.02%+30013F-HRTimeline
Flaharty Asset Management, LLC2,575$121K0.02%new13F-HRTimeline
Global Wealth Strategies & Associates2,537$119K0.04%+37513F-HRTimeline
Covestor Ltd2,495$117K0.08%+1,60813F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,437$114K<0.01%013F-HRTimeline
LGT Financial Advisors LLC2,403$112K0.34%+2,39413F-HRTimeline
Glass Jacobson Investment Advisors llc2,110$112K0.04%013F-HRTimeline
Cedar Mountain Advisors, LLC2,347$110K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.2,277$110K<0.01%+34213F-HRTimeline
Gen-Wealth Partners Inc2,270$106K0.04%013F-HRTimeline
Bernard Wealth Management Corp.2,250$105K0.05%+1,00013F-HRTimeline
VESTOR CAPITAL, LLC2,219$104K0.01%+45713F-HRTimeline
Beaird Harris Wealth Management, LLC2,214$104K0.01%+413F-HRTimeline
Plante Moran Financial Advisors, LLC2,028$94.9K0.01%+98713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,027$94.9K0.02%-3,02213F-HRTimeline
BRC Group Holdings, Inc.2,000$93.6K0.12%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,985$92.9K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,962$91.8K<0.01%+80713F-HRTimeline
Vermillion Wealth Management, Inc.1,928$90.2K0.03%013F-HRTimeline
Gold Investment Management Ltd.1,864$87.3K0.04%new13F-HRTimeline
LANARK FINANCIAL, INC.1,851$86K0.01%+1,84913F-HRTimeline
Innovative Advisory Group, LLC1,835$85.9K0.08%+35013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,829$85.6K0.04%+39913F-HRTimeline
Laurel Wealth Advisors LLC1,820$85.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,809$84.7K<0.01%+4013F-HRTimeline
S.A. Mason LLC1,800$84.3K0.04%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,735$81.2K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,713$80.2K0.02%+1,54813F-HRTimeline
Horrell Capital Management, Inc.1,706$79.9K0.03%+713F-HRTimeline
Game Plan Financial Advisors, LLC1,692$79.2K0.04%-22813F-HRTimeline
N.E.W. Advisory Services LLC1,683$78.8K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,677$78.5K<0.01%-66513F-HRTimeline