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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,613 managers (1,630 13F filers) reported a position in IBIT shares at 2025-09-30, 416,448,470 shares in all. 287 filers opened a position and 93 filers sold out during the quarter.

Managers
1,613
13F filers
1,630
New
287
Added
878
Reduced
246
Sold out
93
Shares held by filers
416,448,470

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Forvis Mazars Wealth Advisors, LLC11,968$778K0.02%+1,78813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,956$777K0.77%+7,63113F-HRTimeline
Canton Hathaway, LLC11,950$777K0.15%-2,15013F-HRTimeline
SJS Investment Consulting Inc.11,950$777K0.11%+4,52913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,903$774K0.15%+1,52713F-HRTimeline
W1M Asset Management Ltd11,807$767K0.05%-67,82913F-HRTimeline
SFI Advisors, LLC11,807$767K0.49%new13F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC11,800$767K0.22%new13F-HRTimeline
PHILADELPHIA TRUST CO11,731$763K0.05%+11013F-HRTimeline
Ameraudi Asset Management, Inc.11,694$760K0.46%+3013F-HR/ATimeline
Fortis Capital Management LLC11,583$753K0.11%-413F-HRTimeline
SAX WEALTH ADVISORS, LLC11,574$752K0.04%+18013F-HRTimeline
SAXON INTERESTS, INC.12,132$745K0.29%+3,38613F-HRTimeline
Evanson Asset Management, LLC11,465$745K0.04%+1,71013F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…11,411$742K0.34%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…11,378$740K0.33%+10,38513F-HRTimelineGroup
ABOUND FINANCIAL, LLC11,305$735K0.29%+58713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,300$734K0.09%+3,55013F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC11,269$732K0.18%+13213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding11,264$732K+1,155Timeline
Alpha Financial Partners LLC11,220$729K0.47%+1,54113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.11,108$722K0.03%+73413F-HRTimeline
IFG Advisory, LLC11,108$722K0.03%-1,21613F-HRTimeline
Ferguson Shapiro LLC11,102$722K0.23%new13F-HRTimeline
Cannon Global Investment Management, LLC11,100$722K1.82%+50013F-HRTimeline
Solitude Financial Services11,055$719K0.25%+2,55213F-HRTimeline
Birch Hill Investment Advisors LLC11,000$715K0.03%013F-HRTimeline
UMB Bank, n.a.10,959$712K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VERUS CAPITAL PARTNERS, LLC10,953$712K0.06%+3,29513F-HR/ATimeline
Rothschild Wealth LLC10,949$712K0.16%+1,43413F-HRTimeline
Pallas Capital Advisors LLC10,915$709K0.03%+2,30613F-HRTimeline
Main Street Financial Solutions, LLC10,891$708K0.05%-4,60813F-HRTimeline
Plancorp, LLC10,867$706K0.02%+2,18913F-HRTimeline
HHM Wealth Advisors, LLC10,803$702K0.08%+63813F-HRTimeline
SAM Advisors, LLC10,768$700K0.23%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,766$700K0.03%new13F-HRTimelineGroup
Masso Torrence Wealth Management Inc.10,665$693K0.29%+14013F-HRTimeline
Family Office Research LLC10,651$692K0.3%+5,15313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA10,622$690K<0.01%+2,43813F-HRTimelineGroup
WIT Partners Advisory Pte. Ltd.11,150$689K0.26%new13F-HRTimeline
Apella Capital, LLC11,176$687K0.02%+7,00413F-HRTimeline
Colony Family Offices, LLC10,545$685K0.18%013F-HRTimeline
Ascent Capital Management, LLC10,529$684K0.55%+5,81613F-HRTimeline
Manhattan West Asset Management, LLC10,496$682K0.14%new13F-HRTimeline
Ranch Capital Advisors Inc.10,467$680K0.26%-1713F-HRTimeline
FNY Investment Advisers, LLC10,354$673K0.22%-8,35913F-HRTimeline
Global Assets Advisory, LLC10,325$671K0.2%-10713F-HRTimeline
Three Bridge Wealth Advisors, LLC10,310$670K0.17%013F-HRTimeline
Stordahl Capital Management, Inc.10,279$668K0.14%+2,85713F-HRTimeline
Pandora Wealth, Inc.10,260$667K0.4%013F-HRTimeline
Quaker Wealth Management, LLC10,256$667K0.22%+2,04913F-HRTimeline
Altiora Financial Group, LLC10,190$662K0.12%013F-HRTimeline
Beacon Financial Advisory LLC10,187$662K0.15%+3,97713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC10,178$662K0.54%+3,18213F-HRTimeline
New Republic Capital, LLC10,143$659K0.2%+6,44313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC10,143$659K0.04%+3,61413F-HRTimeline
Tradition Wealth Management, LLC10,131$659K0.05%+13813F-HRTimeline
Snowden Capital Advisors LLC10,077$655K0.02%+2,91913F-HRTimeline
Atlas Private Wealth Advisors10,051$653K0.16%-7,58913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP10,035$652K0.05%+1,95413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,016$651K<0.01%-3,44813F-HRTimelineGroup
MADDEN SECURITIES Corp10,000$650K0.2%013F-HRTimeline
Pacific Point Advisors, LLC10,000$650K0.38%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,291$649K0.01%+7,77013F-HRTimeline
Smartleaf Asset Management LLC9,968$648K0.04%+5,91913F-HRTimeline
One Capital Management, LLC9,952$647K0.02%-3413F-HRTimeline
Retirement Planning Group, LLC9,932$646K0.02%+6,12213F-HRTimeline
Coordinated Financial Services, Inc.9,930$645K0.41%+15013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC9,919$645K0.17%+5,25513F-HRTimeline
Continuum Advisory, LLC9,892$643K0.07%+98513F-HRTimeline
Astra Wealth Partners LLC9,888$643K0.45%new13F-HR/ATimeline
SVB WEALTH LLC9,870$642K0.03%+1,13113F-HRTimeline
HBW ADVISORY SERVICES LLC9,694$630K0.07%+3,84613F-HRTimeline
BCS Wealth Management9,636$626K0.14%+5,47813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC9,600$624K0.03%+5,10013F-HRTimeline
OAKWORTH CAPITAL, INC.9,525$619K0.04%+3,09713F-HRTimeline
Diversified Enterprises, LLC9,482$616K0.04%+2,73513F-HRTimeline
Black Diamond Financial, LLC9,449$614K0.07%-84313F-HRTimeline
Regent Peak Wealth Advisors LLC9,443$614K0.12%13F-HRTimeline
Advance Capital Management, Inc.9,428$613K0.03%+3,43513F-HRTimeline
Ballew Advisors, Inc9,544$610K0.34%+2,30213F-HRTimeline
Acorn Wealth Advisors, LLC9,345$607K0.19%+5,66913F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP9,290$604K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC9,274$603K0.03%+3,34813F-HRTimeline
GSG Advisors LLC9,008$601K0.16%+1,43213F-HRTimeline
International Private Wealth Advisors L…9,236$600K0.38%+4,63613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC9,186$597K0.12%new13F-HRTimeline
Watts Gwilliam & Co., LLC9,184$597K0.1%+6313F-HRTimeline
Greenwich Wealth Management LLC9,167$596K0.03%-9113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …9,105$592K0.07%new13F-HRTimelineGroup
Teamwork Financial Advisors, LLC9,094$591K0.06%-253,17813F-HRTimeline
Atwater Malick LLC9,066$589K0.17%+43413F-HRTimeline
VICUS CAPITAL9,051$588K0.04%+5,15913F-HRTimeline
J. L. Bainbridge & Co., Inc.8,996$585K0.05%+3,06413F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC8,975$583K0.89%new13F-HRTimeline
Midwest Financial Group LLC8,926$580K0.28%-2,96213F-HRTimeline
Mesirow Financial Investment Management…8,910$579K0.01%-1,01113F-HRTimeline
Verus Financial Partners, Inc.8,897$578K0.06%-22513F-HRTimeline
McAdam, LLC8,885$578K0.03%+1,29413F-HRTimeline
Joseph P. Lucia & Associates, LLC8,857$576K0.22%+1,00513F-HRTimeline
Perennial Advisors, LLC8,845$575K0.1%+1,88513F-HRTimeline
QVR LLC8,838$574K0.7%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC8,822$573K0.17%+1,23513F-HRTimeline
FARMERS TRUST CO8,778$571K0.1%+2,59813F-HRTimeline
Salomon & Ludwin, LLC8,173$571K0.05%+13013F-HRTimeline
FORONJY FINANCIAL LLC8,743$568K0.25%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,735$568K0.41%new13F-HRTimeline
EPG Wealth Management LLC8,723$567K0.16%new13F-HRTimeline
Geneos Wealth Management Inc.8,695$565K0.01%-8,38913F-HRTimeline
Robertson Stephens Wealth Management, L…8,688$565K0.02%+3,16913F-HRTimeline
&PARTNERS8,593$559K<0.01%+1,85313F-HRTimeline
Capital CS Group, LLC8,586$558K0.92%-1,16413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,580$558K0.17%+1,00013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,571$557K<0.01%+2,49013F-HRTimeline
MBE Wealth Management, LLC8,528$554K0.24%+3,03413F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.8,493$552K0.05%-46513F-HRTimeline
BIP Wealth, LLC8,491$552K0.03%+1,30313F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.8,480$551K0.4%+3,55013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,436$548K0.01%+3,90813F-HRTimelineGroup
J.Safra Asset Management Corp8,428$548K0.03%+1,94613F-HRTimeline
Constant Guidance Financial LLC8,369$544K0.43%-8,08613F-HRTimeline
Bluespring Wealth Management, LLC8,354$543K0.05%+35813F-HRTimeline
San Luis Wealth Advisors LLC8,354$543K0.1%new13F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …8,360$543K0.01%+1,98013F-HRTimelineGroup
JMG Financial Group, Ltd.8,326$541K0.02%+3,32413F-HRTimeline
Crew Capital Management, Ltd8,306$540K0.36%-19313F-HRTimeline
Gateway Wealth Partners, LLC8,277$538K0.07%new13F-HRTimeline
Investment Partners Asset Management, I…8,268$537K0.35%013F-HRTimeline
Regency Capital Management Inc.\DE8,260$537K0.26%+3,33113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC8,238$535K0.07%+1,26213F-HRTimeline
Wealth Management Partners, LLC8,223$534K0.17%+3,00713F-HRTimeline
Cushing Capital Partners, LLC8,178$532K0.42%+2,45713F-HRTimeline
W ADVISORS, LLC8,177$532K0.28%+1,76313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,155$530K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC8,149$530K0.06%+79013F-HRTimeline
Orland Properties Ltdin group Orland Properties Ltd8,144$529K0.11%new13F-HRTimelineGroup
MAYPORT, LLC8,084$525K0.11%+1,59713F-HRTimeline
FourThought Financial Partners, LLC8,045$523K0.05%013F-HRTimeline
First Heartland Consultants, Inc.8,007$520K0.04%+53813F-HRTimeline
Embree Financial Group8,002$520K0.07%+1,18813F-HRTimeline
Central Asset Investments & Management …8,000$520K0.36%-25,10013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,980$519K0.02%+1,13513F-HRTimeline
LifeGoal Investments, LLC7,980$519K0.43%new13F-HRTimeline
SFG Wealth Management, LLC.7,967$518K0.22%new13F-HRTimeline
Cascade Financial Partners, LLC7,967$518K0.06%+20013F-HRTimeline
Legacy Capital Wealth Partners, LLC7,910$514K0.11%+4,09313F-HRTimeline
Onyx Bridge Wealth Group LLC7,901$514K0.06%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,900$514K0.01%+15013F-HRTimelineGroup
Consolidated Portfolio Review Corp7,851$510K0.06%+17413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,839$510K0.02%+73913F-HRTimelineGroup
Quantum Portfolio Management LLC7,826$509K0.15%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.7,800$507K0.06%-74613F-HRTimeline
Institute for Wealth Management, LLC.7,781$506K0.05%+1,29913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.7,750$504K0.16%new13F-HRTimeline
Gilbert & Cook, Inc.7,735$503K0.06%+10213F-HRTimeline
Schrum Private Wealth Management LLC7,724$502K0.37%+2,01713F-HRTimeline
Naviter Wealth, LLC7,665$498K0.06%-85913F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC7,660$498K0.17%+16513F-HRTimeline
Cardinal Point Capital Management ULC7,525$495K0.03%+3,65013F-HRTimeline
MRA Advisory Group7,534$490K0.21%-2,13613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,507$488K0.21%+47413F-HRTimeline
Rossby Financial, LCC7,300$487K0.16%+5013F-HRTimeline
Bluesphere Advisors LLC7,473$486K0.22%+3,74713F-HRTimeline
Riverpoint Wealth Management Holdings, …7,470$486K0.11%new13F-HRTimeline
MSH Capital Advisors LLC7,459$485K0.13%+83313F-HRTimeline
Mayflower Financial Advisors, LLC7,453$484K0.06%+1,50913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …7,363$479K0.06%013F-HRTimelineGroup
Aspire Growth Partners LLC7,363$479K0.35%+1,36213F-HRTimeline
Blue Trust, Inc.7,361$478K0.01%+1,27113F-HRTimeline
Altus Wealth Group LLC7,326$476K0.2%+98013F-HRTimeline
Greenhouse Wealth Management, LLC7,313$475K0.29%013F-HRTimeline
Rehmann Capital Advisory Group7,311$475K0.03%-48613F-HRTimeline
Benin Management CORP7,290$474K0.11%+1,12013F-HRTimeline
Fire Capital Management LLC7,268$472K0.27%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT7,252$471K0.09%+20913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,244$471K0.15%+17313F-HRTimeline
Accurate Wealth Management, LLC7,351$470K0.06%+71813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,217$469K0.04%+2,55913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…7,195$468K0.21%new13F-HRTimeline
MIdWestOne Financial Group, Inc.7,168$466K0.06%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,146$464K0.07%+65113F-HRTimeline
Burt Wealth Advisors7,126$463K0.11%+1,10613F-HRTimeline
Meixler Investment Management, Ltd.7,111$462K0.28%-39413F-HRTimeline
Sunburst Financial Group, LLC7,058$459K0.1%+7013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,057$459K0.17%+43213F-HRTimeline
Everhart Financial Group, Inc.7,056$459K0.05%-42713F-HRTimeline
Detalus Advisors, LLC6,992$454K0.12%+2,99413F-HRTimeline
Wick Capital Partners, LLC6,976$453K0.11%-157,00713F-HRTimeline
CHILTON INVESTMENT CO INC.6,972$453K0.01%+7413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,953$452K0.03%+1,62813F-HRTimeline
Vivid Wealth Management, LLC6,940$451K0.18%+84513F-HRTimeline
CFO4Life Group, LLC6,937$451K0.07%+2,11613F-HRTimeline
Arrowroot Family Office, LLC6,934$451K0.18%+1,32913F-HRTimeline
Cornerstone Planning Group LLC7,395$447K0.07%+1,74313F-HRTimeline
Fortis Capital Advisors, LLC6,852$445K0.07%new13F-HRTimeline
4J Wealth Management LLC6,827$444K0.26%013F-HRTimeline
Advisory Alpha, LLC6,447$443K0.01%+2,13413F-HRTimeline
Millington Financial Advisors, LLC6,719$442K0.21%013F-HRTimeline
FF Advisors,LLC6,762$440K0.21%new13F-HRTimeline
Van Hulzen Asset Management, LLC6,753$439K0.03%-99613F-HRTimeline