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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,654 managers (1,667 13F filers) reported a position in IBIT shares at 2025-12-31, 379,693,163 shares in all. 150 filers opened a position and 240 filers sold out during the quarter.

Managers
1,654
13F filers
1,667
New
150
Added
794
Reduced
395
Sold out
240
Shares held by filers
379,693,163

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Forvis Mazars Wealth Advisors, LLC13,614$676K0.01%+1,64613F-HRTimeline
Grant Street Asset Management, Inc.13,593$675K0.14%+12413F-HRTimeline
HBK Sorce Advisory LLC17,002$675K0.02%-1,91213F-HRTimeline
NewCorp Financial Services, Inc.13,462$668K0.59%13F-HRTimeline
Commonwealth Financial Services, LLC13,446$668K0.11%+67513F-HRTimeline
OARSMAN CAPITAL, INC.13,414$666K0.09%+78413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC13,408$666K0.04%+2,45513F-HR/ATimeline
Avondale Wealth Management13,400$665K0.34%+80013F-HRTimeline
Greenline Wealth Management LLC13,385$665K0.69%13F-HRTimeline
Richmond Investment Services, LLC13,382$664K0.11%+1,30213F-HRTimeline
Camelot Portfolios, LLC13,366$664K0.41%new13F-HRTimeline
Black Swift Group, LLC13,300$660K0.11%-6,25013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC13,284$660K0.54%+7213F-HRTimelineGroup
IFG Advisory, LLC13,257$658K0.03%+2,14913F-HRTimeline
Aspiring Ventures, LLC13,245$658K0.23%+6,87213F-HRTimeline
AVALON CAPITAL MANAGEMENT13,219$656K0.16%new13F-HRTimeline
Cornerstone Wealth Management, LLC13,007$646K0.03%+3,73313F-HRTimeline
LYELL WEALTH MANAGEMENT, LP13,007$646K0.05%+2,97213F-HRTimeline
BlackDiamond Wealth Management, LLC16,034$643K0.31%-1,23113F-HRTimeline
Wealth Group Ltd12,924$642K0.14%+6,53013F-HRTimeline
THOMPSON DAVIS & CO., INC.12,922$642K0.38%-2,60013F-HRTimeline
Mosley Wealth Management9,155$641K0.29%13F-HRTimeline
Brooklands Fund Management Ltd13,500$641K0.34%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…12,900$640K0.03%-37513F-HRTimeline
ARISTEIA CAPITAL, L.L.C.12,800$636K0.02%-310,09813F-HRTimeline
Apella Capital, LLC12,759$633K0.01%+1,58313F-HRTimeline
Clay Northam Wealth Management, LLC12,755$633K0.35%013F-HRTimeline
Colter Lewis Investment Partners LLC12,743$633K0.73%13F-HRTimeline
CAP Partners, LLC12,730$632K0.36%+26313F-HRTimeline
Smartleaf Asset Management LLC12,671$631K0.02%+2,70313F-HRTimeline
Walkner Condon Financial Advisors LLC12,708$631K0.09%-6813F-HRTimeline
Fortitude Financial, LLC12,705$631K0.54%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,687$630K0.09%+5,54113F-HRTimeline
Cyndeo Wealth Partners, LLC12,683$630K0.03%new13F-HRTimeline
Maia Wealth LLC16,934$627K0.11%-1,06213F-HRTimeline
Evanson Asset Management, LLC12,587$625K0.03%+1,12213F-HRTimeline
Retirement Planning Group, LLC12,538$623K0.02%+2,60613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV12,531$622K0.01%new13F-HR/ATimeline
Geneos Wealth Management Inc.12,475$619K0.02%+3,78013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,426$617K0.04%+2,28313F-HRTimeline
Blackhawk Capital Partners, LLC12,417$617K0.23%-51213F-HRTimeline
Joseph P. Lucia & Associates, LLC12,281$610K0.22%+3,42413F-HRTimeline
NVWM, LLC12,183$605K0.13%-8,53913F-HRTimeline
Diversified Enterprises, LLC12,179$605K0.04%+2,69713F-HRTimeline
Koshinski Asset Management, Inc.12,156$604K0.04%-4,66313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…11,737$598K0.37%-1,31313F-HRTimeline
Claro Advisors Inc.12,015$597K0.08%-2,56413F-HRTimeline
Ignite Planners, LLC12,526$595K0.09%+6,17213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…11,944$593K0.02%-5,99013F-HRTimelineGroup
Hyposwiss Advisors SA11,900$591K0.58%13F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC11,879$590K0.54%13F-HRTimeline
Heritage Investment Group, Inc.11,863$589K0.09%-8,01713F-HRTimeline
Composition Wealth, LLC11,823$587K0.01%+5,28313F-HRTimeline
Peak Planning Group, LLC11,759$584K0.16%+6,33913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …11,750$583K0.01%+3,39013F-HRTimelineGroup
Advance Capital Management, Inc.11,733$583K0.02%+2,30513F-HRTimeline
PHILADELPHIA TRUST CO11,731$582K0.04%013F-HRTimeline
SANDERS MORRIS HARRIS LLC11,726$582K0.9%-10,00613F-HRTimeline
Ameraudi Asset Management, Inc.11,694$581K0.32%013F-HRTimeline
Hibernia Wealth Partners, LLC11,688$580K0.17%+6,19513F-HRTimeline
SAM Advisors, LLC11,640$578K0.18%+87213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,574$575K0.04%-1,15313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding11,074$574K-16,119Timeline
Global Endowment Management, LPin group Global Endowment Management, …11,541$573K0.07%+4,17813F-HRTimelineGroup
Discipline Wealth Solutions, LLC11,469$569K0.11%+7,12613F-HRTimeline
GTS SECURITIES LLC11,467$569K0.02%-2,75313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,450$568K0.06%+15013F-HRTimelineGroup
Stordahl Capital Management, Inc.11,381$565K0.12%+1,10213F-HRTimeline
Tradition Wealth Management, LLC11,348$563K0.04%+1,21713F-HRTimeline
Optivise Advisory Services LLC11,296$561K0.32%+5,53513F-HRTimeline
SCRATCH CAPITAL LLC11,292$561K0.37%new13F-HRTimeline
Asset Advisory Group, Inc.11,259$559K0.28%13F-HRTimeline
Ballew Advisors, Inc10,417$558K0.31%+87313F-HRTimeline
Continuum Advisory, LLC11,221$557K0.06%+1,32913F-HRTimeline
One Capital Management, LLC11,137$553K0.02%+1,18513F-HRTimeline
Ferguson Shapiro LLC11,102$551K0.17%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…11,047$548K0.26%-33113F-HRTimelineGroup
Wick Capital Partners, LLC11,005$546K0.1%+4,02913F-HR/ATimeline
SPRENG CAPITAL MANAGEMENT, INC.11,002$546K0.21%-4,32013F-HRTimeline
Birch Hill Investment Advisors LLC11,000$546K0.02%013F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/10,962$544K0.46%-3,49713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,941$543K0.02%-87,27213F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.10,924$542K0.18%+5,64413F-HR/ATimeline
Flatrock Wealth Partners LLC10,923$542K0.26%13F-HR/ATimeline
Atlas Private Wealth Advisors10,901$541K0.13%+85013F-HRTimeline
FWG Holdings, LLC11,359$539K0.2%-17,21413F-HR/ATimeline
ALTERNA WEALTH MANAGEMENT, INC10,853$539K0.45%+67513F-HRTimeline
Gotham Asset Management, LLC10,849$539K<0.01%new13F-HRTimeline
New Republic Capital, LLC10,806$537K0.14%+66313F-HRTimeline
One Wealth Management Investment & Advi…10,770$535K0.58%+6,24813F-HRTimeline
Garden State Investment Advisory Servic…10,693$531K0.13%-5,08713F-HRTimeline
LaSalle St. Investment Advisors, LLC10,642$528K0.09%-14,49813F-HRTimeline
Mayflower Financial Advisors, LLC10,619$527K0.06%+3,16613F-HRTimeline
Cannon Global Investment Management, LLC10,600$526K1.39%-50013F-HRTimeline
Ranch Capital Advisors Inc.10,599$526K0.19%+13213F-HRTimeline
WIT Partners Advisory Pte. Ltd.11,150$526K0.18%013F-HRTimeline
Principle Wealth Partners LLC10,587$526K0.03%new13F-HRTimeline
Soltis Investment Advisors LLC10,562$524K0.03%+6,15813F-HR/ATimeline
AVAII WEALTH MANAGEMENT, LLC10,550$524K0.19%-11,09213F-HRTimeline
Colony Family Offices, LLC10,545$524K0.13%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC10,511$522K0.15%+1,93113F-HRTimeline
Galvin, Gaustad & Stein, LLC10,498$521K0.04%-1,88213F-HRTimeline
Manhattan West Asset Management, LLC10,496$521K0.11%013F-HRTimeline
Coordinated Financial Services, Inc.10,455$519K0.3%+52513F-HRTimeline
Merkkuri Wealth Advisors LLC10,445$519K0.35%+1,71013F-HRTimeline
Alpha Cubed Investments, LLC10,428$518K0.02%-13,55013F-HRTimeline
Gemmer Asset Management LLC10,420$517K0.04%-14,82113F-HRTimeline
Acorn Wealth Advisors, LLC10,419$517K0.15%+1,07413F-HRTimeline
Cadence Bank10,408$517K0.03%-8,09513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC10,333$513K0.36%+7,00013F-HRTimeline
Flaharty Asset Management, LLC10,313$512K0.06%+5,91413F-HRTimeline
Global Assets Advisory, LLC10,310$512K0.15%-1513F-HRTimeline
Three Bridge Wealth Advisors, LLC10,310$512K0.13%013F-HRTimeline
HBW ADVISORY SERVICES LLC10,293$511K0.06%+59913F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV10,261$509K0.28%13F-HRTimeline
Pandora Wealth, Inc.10,260$509K0.31%013F-HRTimeline
Frank, Rimerman Advisors LLC10,259$509K0.03%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.10,229$508K0.04%+1,23313F-HRTimeline
Plancorp, LLC10,212$507K0.02%-65513F-HRTimeline
Altiora Financial Group, LLC10,190$506K0.09%013F-HRTimeline
Bluespring Wealth Management, LLC10,158$504K0.04%+1,80413F-HRTimeline
SAXON INTERESTS, INC.10,149$504K0.18%-1,98313F-HRTimeline
Beacon Financial Advisory LLC10,145$504K0.12%-4213F-HRTimeline
Embree Financial Group10,119$502K0.06%+2,11713F-HRTimeline
SG Americas Securities, LLC10,014$497K<0.01%-14,38213F-HRTimeline
BRC Group Holdings, Inc.10,000$496K0.21%-13,50013F-HRTimeline
Canton Hathaway, LLC10,000$496K0.1%-1,95013F-HRTimeline
MADDEN SECURITIES Corp10,000$496K0.15%013F-HRTimeline
Pacific Point Advisors, LLC10,000$496K0.27%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA9,977$495K<0.01%-64513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC9,895$491K0.05%+1,99413F-HRTimeline
Astra Wealth Partners LLC9,888$491K0.3%013F-HRTimeline
McElhenny Sheffield Capital Management,…9,874$490K0.12%-16,21813F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC9,805$487K0.38%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,801$487K0.01%+4,80413F-HRTimeline
4J Wealth Management LLC9,717$482K0.28%+2,89013F-HRTimeline
JB Capital LLC9,707$482K0.02%+3,59313F-HRTimeline
Virtue Capital Management, LLC9,392$478K0.07%+1713F-HR/ATimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…9,622$478K0.16%+4,47113F-HRTimelineGroup
Strategic Blueprint, LLC9,601$477K0.03%-8,89413F-HRTimeline
Callan Family Office, LLC9,566$475K0.01%new13F-HRTimeline
Midwest Financial Group LLC9,540$474K0.21%+61413F-HRTimeline
Essential Investment Partners LLC9,522$473K0.44%13F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC9,496$471K0.32%13F-HRTimeline
W ADVISORS, LLC9,494$471K0.24%+1,31713F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP9,490$471K0.01%+20013F-HRTimeline
Moran Wealth Management, LLC9,450$469K0.01%+3,55313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,422$468K0.06%13F-HRTimeline
Perennial Advisors, LLC9,415$467K0.08%+57013F-HRTimeline
GSG Advisors LLC9,381$466K0.12%+37313F-HRTimeline
McCollum Christoferson Group LLC9,372$465K0.13%+2,72713F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC9,332$463K0.27%-2,76513F-HRTimeline
Coppell Advisory Solutions LLC9,283$463K0.05%new13F-HRTimeline
FNY Investment Advisers, LLC9,250$459K0.13%-1,10413F-HRTimeline
Greenwich Wealth Management LLC9,236$459K0.02%+6913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,209$457K0.05%+5,10513F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC8,975$457K0.59%013F-HRTimeline
Mirabaud & Cie SA9,200$457K0.15%new13F-HRTimeline
Biltmore Family Office, LLC9,190$456K0.06%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD9,177$456K0.07%13F-HRTimeline
Golden State Wealth Management, LLC9,170$455K0.05%+1,02113F-HRTimeline
BRAVE ASSET MANAGEMENT INC9,168$455K0.11%-2,10113F-HRTimeline
Krilogy Financial LLC9,150$454K0.02%+2,17913F-HRTimeline
FIRST MANHATTAN CO. LLC.9,136$454K<0.01%+2,62013F-HRTimeline
Tempus Wealth Planning, LLC9,081$451K0.1%-9,94413F-HRTimeline
Objectivity Squared, LLC9,070$450K0.25%new13F-HRTimeline
First Heartland Consultants, Inc.9,054$450K0.03%+1,04713F-HRTimeline
Atwater Malick LLC9,051$449K0.12%-1513F-HRTimeline
Third View Private Wealth, LLC9,034$449K0.06%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC9,015$448K0.09%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,998$447K0.02%-2,11013F-HRTimeline
Sigma Planning Corp9,290$446K0.01%+3,50013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC8,957$445K0.14%+13513F-HRTimeline
Destiny Capital Corp/CO8,918$443K0.23%+2,82813F-HRTimeline
Verus Financial Partners, Inc.8,897$442K0.04%013F-HRTimeline
Teamwork Financial Advisors, LLC8,892$441K0.05%-20213F-HRTimeline
Black Diamond Financial, LLC8,879$441K0.05%-57013F-HRTimeline
Vivid Wealth Management, LLC8,875$441K0.17%+1,93513F-HRTimeline
Cushing Capital Partners, LLC8,867$440K0.33%+68913F-HRTimeline
Veltria Advisors Corp.8,150$440K1.92%new13F-HRTimeline
CJM Wealth Advisers, Ltd.8,861$440K0.13%+4,81213F-HRTimeline
Investment Partners Asset Management, I…8,858$440K0.27%+59013F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…8,858$440K0.21%-2,55313F-HRTimelineGroup
Marin Bay Wealth Advisors, LLC8,827$438K0.25%13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.8,800$437K0.27%new13F-HRTimeline
WILLNER & HELLER, LLC8,786$436K0.31%new13F-HRTimeline
OakTrust Wealth Advisors, LLC8,774$436K0.4%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,760$435K0.09%-1,15913F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV8,734$434K0.27%13F-HRTimeline
Amicus Financial Advisors, LLC8,729$433K0.12%13F-HRTimeline
ATX Financial Planning, LLC8,686$431K0.33%13F-HRTimeline
Robertson Stephens Wealth Management, L…8,624$428K0.01%-6413F-HRTimeline
GWN SECURITIES INC.8,615$428K0.09%+2,13813F-HRTimeline
JNBA Financial Advisors8,589$426K0.04%+6,08713F-HRTimeline
Wealthquest Corp8,584$426K0.03%new13F-HRTimeline
Tempo Wealth, LLC8,515$423K0.08%13F-HRTimeline
SFI Advisors, LLC8,493$422K0.27%-3,31413F-HRTimeline
Ruggiero Investments, Inc.8,415$418K0.38%13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.162,500$416K0.1%+148,60013F-HRTimeline
MLP3, LLC8,339$414K0.45%13F-HRTimeline