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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,425 managers (1,441 13F filers) reported a position in IBIT shares at 2025-06-30, 374,982,164 shares in all. 314 filers opened a position and 74 filers sold out during the quarter.

Managers
1,425
13F filers
1,441
New
314
Added
681
Reduced
235
Sold out
74
Shares held by filers
374,982,164

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Scott Marsh Financial, LLC9,085$556K0.21%13F-HRTimeline
Crescent Grove Advisors, LLC9,010$552K0.05%new13F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.8,958$548K0.05%new13F-HRTimeline
Strategies Wealth Advisors, LLC8,924$546K0.06%+4,42813F-HRTimeline
Continuum Advisory, LLC8,907$545K0.07%+3,08913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.8,872$543K0.05%new13F-HRTimeline
QVR LLC8,838$541K0.55%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,834$541K<0.01%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.8,756$536K0.15%-10513F-HRTimeline
SVB WEALTH LLC8,739$535K0.03%-35,14213F-HRTimeline
Plancorp, LLC8,678$531K0.02%+2,29313F-HRTimeline
Atwater Malick LLC8,632$528K0.17%new13F-HRTimeline
Austin Private Wealth, LLC8,628$528K0.04%-17013F-HRTimeline
Pallas Capital Advisors LLC8,609$527K0.02%+86213F-HRTimeline
Redhawk Wealth Advisors, Inc.8,546$523K0.07%-6,86313F-HRTimeline
Naviter Wealth, LLC8,524$522K0.06%+2,16813F-HRTimeline
Solitude Financial Services8,503$520K0.19%+2,29813F-HRTimeline
Crew Capital Management, Ltd8,499$520K0.37%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC8,390$514K0.02%+1,65213F-HRTimeline
Total Wealth Planning & Management, Inc.8,368$512K0.44%new13F-HRTimeline
Investment Partners Asset Management, I…8,268$506K0.35%+1,38513F-HRTimeline
Quaker Wealth Management, LLC8,207$502K0.17%new13F-HRTimeline
Salomon & Ludwin, LLC8,043$502K0.05%+7,01513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,184$501K<0.01%+2,78413F-HRTimelineGroup
SYNOVUS FINANCIAL CORP8,136$498K0.01%+2,58313F-HRTimeline
Financial Synergies Wealth Advisors, In…8,114$497K0.05%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,081$495K0.04%new13F-HRTimeline
FourThought Financial Partners, LLC8,045$492K0.05%+42613F-HRTimeline
Waterway Wealth Management, LLC8,030$492K0.15%013F-HRTimeline
Bluespring Wealth Management, LLC7,996$489K0.05%+2,03413F-HRTimeline
Prospect Financial Services LLC7,953$487K0.3%+1,00813F-HR/ATimeline
Ionic Capital Management LLC7,941$486K0.54%013F-HRTimeline
Joseph P. Lucia & Associates, LLC7,852$481K0.2%+66013F-HRTimeline
MBL Wealth, LLC7,852$481K0.05%-43413F-HRTimeline
Alpha Cubed Investments, LLC7,811$478K0.02%-32013F-HRTimeline
Rehmann Capital Advisory Group7,797$477K0.03%+1,19713F-HRTimeline
Cascade Financial Partners, LLC7,767$475K0.06%+1,99513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group7,750$474K0.06%+1,29013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP7,750$474K0.01%+3,00313F-HRTimelineGroup
Van Hulzen Asset Management, LLC7,749$474K0.04%-52913F-HRTimeline
Consolidated Portfolio Review Corp7,677$470K0.07%-2,00013F-HRTimeline
Rossmore Private Capital7,671$470K0.05%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,658$469K0.04%-2,60613F-HR/ATimeline
DOCK STREET ASSET MANAGEMENT INC7,634$467K0.04%013F-HRTimeline
Gilbert & Cook, Inc.7,633$467K0.06%+2,69113F-HRTimeline
McAdam, LLC7,591$465K0.03%+31113F-HRTimeline
Cadence Bank7,591$465K0.03%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,587$464K0.16%+52713F-HRTimeline
Benchmark Financial Wealth Advisors, LLC7,580$464K0.15%new13F-HRTimeline
GSG Advisors LLC7,576$464K0.13%+18013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,556$463K0.02%+1,17013F-HRTimelineGroup
Wealth Preservation Advisors, LLC7,522$460K0.28%+45513F-HRTimeline
Meixler Investment Management, Ltd.7,505$459K0.32%-4313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC7,495$459K0.17%+96513F-HRTimeline
Everhart Financial Group, Inc.7,483$458K0.05%+25213F-HRTimeline
Optivise Advisory Services LLC7,480$458K0.23%-2313F-HRTimeline
First Heartland Consultants, Inc.7,469$457K0.04%+1,70013F-HRTimeline
Stordahl Capital Management, Inc.7,422$454K0.1%+1,07813F-HRTimeline
SJS Investment Consulting Inc.7,421$454K0.07%+11713F-HRTimeline
Armbruster Capital Management, Inc.7,400$453K0.08%013F-HRTimeline
Millington Financial Advisors, LLC6,719$452K0.23%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …7,363$451K0.06%+36313F-HRTimelineGroup
Golden State Wealth Management, LLC7,359$450K0.05%-2,40513F-HRTimeline
Ballew Advisors, Inc7,242$450K0.27%+60113F-HRTimeline
Laidlaw Wealth Management LLC7,355$450K1.3%new13F-HRTimeline
Fire Capital Management LLC7,268$445K0.28%013F-HRTimeline
Kera Capital Partners, Inc.7,264$445K0.09%+1,57213F-HRTimeline
Greenhouse Wealth Management, LLC7,313$444K0.29%new13F-HRTimeline
Rossby Financial, LCC7,250$444K0.17%+50013F-HRTimeline
BIP Wealth, LLC7,188$440K0.03%+4113F-HRTimeline
Snowden Capital Advisors LLC7,158$438K0.01%new13F-HRTimeline
Rathbones Group PLC7,112$435K<0.01%+1,11013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,100$435K0.02%013F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC7,082$433K0.29%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,071$433K0.15%+58913F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT7,043$431K0.08%+8513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,033$430K0.19%+1,07013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,996$428K0.34%new13F-HRTimeline
Accurate Wealth Management, LLC6,633$428K0.07%+1,08113F-HRTimeline
Sunburst Financial Group, LLC6,988$428K0.1%+57213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,976$427K0.06%+1,90813F-HRTimeline
Perennial Advisors, LLC6,960$426K0.08%+20513F-HRTimeline
TWO SIGMA SECURITIES, LLC6,956$426K0.05%-20,12013F-HRTimeline
Princeton Global Asset Management LLC6,953$426K0.08%+1,75013F-HRTimeline
Qube Research & Technologies Ltd6,921$424K<0.01%new13F-HRTimeline
CHILTON INVESTMENT CO INC.6,898$422K0.01%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC6,845$419K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC6,840$419K0.02%+1,73113F-HRTimeline
4J Wealth Management LLC6,827$418K0.28%-2513F-HRTimeline
Embree Financial Group6,814$417K0.06%+76113F-HRTimeline
Diversified Enterprises, LLC6,747$413K0.03%new13F-HRTimeline
&PARTNERS6,740$413K<0.01%new13F-HRTimeline
Verdence Capital Advisors LLC6,711$411K0.03%+1,70813F-HRTimeline
UNITED BANK6,693$410K0.05%013F-HRTimeline
SAXON INTERESTS, INC.8,746$409K0.19%013F-HRTimeline
Wick Capital Partners, LLC163,983$407K0.11%+157,97613F-HRTimeline
MSH Capital Advisors LLC6,626$406K0.12%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.6,625$406K0.15%new13F-HRTimeline
Silicon Valley Capital Partners6,606$404K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…6,602$404K0.03%-13813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC6,556$401K0.24%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC6,529$400K0.03%-1,37113F-HRTimeline
Elyxium Wealth, LLC6,496$398K0.15%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,495$398K0.07%-50313F-HRTimeline
Financial Advocates Investment Manageme…6,487$397K0.03%-12,88913F-HRTimeline
MAYPORT, LLC6,487$397K0.1%new13F-HRTimeline
Institute for Wealth Management, LLC.6,482$397K0.04%+1,72613F-HRTimeline
J.Safra Asset Management Corp6,482$397K0.03%-4,38613F-HR/ATimeline
OAKWORTH CAPITAL, INC.6,428$393K0.03%-413F-HRTimeline
W ADVISORS, LLC6,414$393K0.23%+83213F-HRTimeline
WEALTH EFFECTS LLC6,400$392K0.15%-63013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …6,380$391K<0.01%+1,90513F-HR/ATimelineGroup
Regal Investment Advisors LLC6,374$390K0.03%-5613F-HRTimeline
Caitlin John, LLC6,360$389K0.35%-13,19013F-HRTimeline
Altus Wealth Group LLC6,346$388K0.17%-5313F-HRTimeline
TRUST POINT INC.6,344$388K0.04%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,338$388K0.04%013F-HRTimelineGroup
Holistic Financial Partners6,337$388K0.17%013F-HRTimeline
Reyes Financial Architecture, Inc.6,331$388K0.33%+5,63313F-HRTimeline
Bridgewater Advisors Inc.5,799$387K0.03%new13F-HRTimeline
DMC Group, LLC6,319$387K0.3%new13F-HRTimeline
JDH Wealth Management, LLC6,297$385K0.3%013F-HRTimeline
Beacon Financial Advisory LLC6,210$380K0.1%+91613F-HRTimeline
HOWE & RUSLING INC6,201$380K0.03%new13F-HRTimeline
FARMERS TRUST CO6,180$378K0.07%new13F-HRTimeline
Benin Management CORP6,170$378K0.1%013F-HRTimeline
PINNACLE ASSOCIATES LTD6,105$374K0.01%-3713F-HRTimeline
Vivid Wealth Management, LLC6,095$373K0.16%+63013F-HRTimeline
GWN SECURITIES INC.6,092$373K0.07%new13F-HRTimeline
Blue Trust, Inc.6,090$373K<0.01%-52613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,081$372K<0.01%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,081$372K0.08%-10013F-HRTimelineGroup
FRG Family Wealth Advisors LLC6,065$371K0.06%-1,54513F-HRTimeline
1832 Asset Management L.P.6,055$371K<0.01%new13F-HRTimeline
Burt Wealth Advisors6,020$368K0.08%+20913F-HRTimeline
Aspire Growth Partners LLC6,001$367K0.3%new13F-HRTimeline
Avondale Wealth Management6,000$367K0.21%013F-HRTimeline
Dauntless Investment Group, LLC6,000$367K1.73%-12,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advance Capital Management, Inc.5,993$367K0.02%+62113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,985$366K0.05%new13F-HRTimeline
VESTOR CAPITAL, LLC4,082$366K0.03%+1,86313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …5,965$365K0.22%-4,50013F-HRTimeline
Cornerstone Planning Group LLC5,652$365K0.07%+23913F-HRTimeline
Mayflower Financial Advisors, LLC5,944$364K0.05%+1,01213F-HRTimeline
J. L. Bainbridge & Co., Inc.5,932$363K0.03%+10013F-HRTimeline
Cornerstone Wealth Management, LLC5,926$363K0.02%+81713F-HRTimeline
Swisher Financial Concepts, Inc.5,921$362K0.23%+77113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC5,920$362K0.22%013F-HRTimeline
Helium Advisors LLC5,864$359K0.23%-85213F-HRTimeline
HBW ADVISORY SERVICES LLC5,848$358K0.04%+11713F-HRTimeline
Sivia Capital Partners, LLC5,836$357K0.12%new13F-HR/ATimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,825$357K0.12%013F-HRTimeline
Riverview Capital Advisers, LLC5,818$356K0.1%+98313F-HRTimeline
ALERUS FINANCIAL NA5,741$351K0.03%new13F-HRTimeline
Kercheville Advisors, LLC5,725$350K0.12%new13F-HRTimeline
Cushing Capital Partners, LLC5,721$350K0.3%013F-HRTimeline
Schrum Private Wealth Management LLC5,707$349K0.28%+42413F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,700$349K0.02%+12613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,678$348K0.01%+70513F-HRTimelineGroup
AIRE ADVISORS, LLC5,675$347K0.07%+60013F-HRTimeline
WEALTHGARDEN F.S. LLC5,233$347K0.29%-58013F-HRTimeline
PITTENGER & ANDERSON INC5,636$345K0.01%+4,63613F-HRTimeline
Retirement Planning Co of New England, …5,623$344K0.15%+513F-HRTimeline
Arrowroot Family Office, LLC5,605$343K0.15%13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…5,600$343K0.5%-1,00013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC5,554$340K0.04%+61813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.5,538$339K0.06%new13F-HRTimeline
Robertson Stephens Wealth Management, L…5,519$338K0.01%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,145$337K0.03%+71513F-HRTimeline
Family Office Research LLC5,498$337K0.16%+12213F-HRTimeline
MBE Wealth Management, LLC5,494$336K0.15%013F-HRTimeline
Suncoast Equity Management5,484$336K0.03%new13F-HR/ATimeline
Advisor Resource Council5,477$335K0.16%-12,34013F-HRTimeline
CERTUITY, LLC5,451$334K0.03%new13F-HRTimeline
Ignite Planners, LLC4,959$331K0.06%new13F-HR/ATimeline
Hamilton Wealth, LLC5,388$330K0.07%-21913F-HRTimeline
Claret Asset Management Corp5,375$329K0.04%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,373$329K0.04%-2613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,359$328K0.25%013F-HRTimeline
Aspiring Ventures, LLC5,353$328K0.15%+13513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,325$326K0.02%-14013F-HRTimeline
DT Investment Partners, LLC5,304$325K0.03%+1,85113F-HRTimeline
Seelaus Asset Management LLC5,289$324K0.29%-96713F-HRTimeline
Samalin Investment Counsel, LLC5,268$322K0.12%-4913F-HRTimeline
Financial Security Advisor, Inc.5,265$322K0.07%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,250$321K0.12%+55613F-HRTimeline
Sentry LLC5,235$320K0.06%013F-HRTimeline
Wealth Management Partners, LLC5,216$320K0.11%-65313F-HRTimeline
Obermeyer Wealth Partners5,210$319K0.02%+82213F-HRTimeline
B & T Capital Management DBA Alpha Capi…5,182$317K0.05%new13F-HRTimeline
Peak Planning Group, LLC5,182$317K0.2%-2,13913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,151$315K0.02%-64413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,138$314K0.05%+16313F-HRTimeline
TD Waterhouse Canada Inc.5,227$313K<0.01%+2,95013F-HRTimeline
HOEY INVESTMENTS, INC5,095$312K0.05%013F-HRTimeline
FUTURE YOU WEALTH LLC5,095$312K0.17%-2,34213F-HRTimeline
LGL PARTNERS, LLC4,660$311K0.14%+113F-HRTimeline
Composition Wealth, LLC5,085$311K0.01%+52713F-HRTimeline
First Horizon Advisors, Inc.5,057$310K0.01%+28613F-HRTimeline
Stonebridge Financial Group, LLC5,019$307K0.03%013F-HRTimeline