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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,542 managers (1,556 13F filers) reported a position in IBIT shares at 2026-03-31, 343,258,069 shares in all. 133 filers opened a position and 247 filers sold out during the quarter.

Managers
1,542
13F filers
1,556
New
133
Added
772
Reduced
398
Sold out
247
Shares held by filers
343,258,069

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
National Wealth Management Group, LLC14,361$552K0.21%+53813F-HRTimeline
Sage Investment Advisers LLC14,250$551K0.41%-8,28513F-HRTimeline
CAP Partners, LLC14,274$548K0.31%+1,54413F-HRTimeline
Mesirow Financial Investment Management…14,244$547K0.01%+9,23013F-HRTimeline
Smartleaf Asset Management LLC14,503$546K0.02%+1,83213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,218$546K0.01%-4,76613F-HRTimeline
Clay Northam Wealth Management, LLC14,200$546K0.31%+1,44513F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC14,144$543K0.43%013F-HRTimeline
Octavia Wealth Advisors, LLC14,101$542K0.05%-2,69313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…14,100$542K0.03%+1,20013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP14,096$542K0.07%+9,84013F-HRTimeline
Acorn Wealth Advisors, LLC14,036$539K0.16%+3,61713F-HRTimeline
Altman Advisors, Inc.14,029$539K0.22%+10613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,024$539K0.01%+8,45113F-HRTimeline
Geneos Wealth Management Inc.14,005$538K0.01%+1,53013F-HRTimeline
Avondale Wealth Management14,000$538K0.26%+60013F-HRTimeline
Advance Capital Management, Inc.13,998$538K0.02%+2,26513F-HRTimeline
Canton Hathaway, LLC13,900$534K0.11%+3,90013F-HRTimeline
CCM INVESTMENT ADVISERS LLC13,885$533K0.05%013F-HRTimeline
RVW Wealth, LLC13,841$532K0.04%013F-HRTimeline
Claro Advisors Inc.13,799$530K0.06%+1,78413F-HRTimeline
Manhattan West Asset Management, LLC13,763$529K0.1%+3,26713F-HRTimeline
Onyx Bridge Wealth Group LLC13,658$525K0.06%+3,76313F-HRTimeline
Composition Wealth, LLC13,644$524K0.01%+1,82113F-HRTimeline
Armbruster Capital Management, Inc.13,643$524K0.09%+7,80013F-HRTimeline
OARSMAN CAPITAL, INC.13,612$523K0.06%+19813F-HRTimeline
ARISTEIA CAPITAL, L.L.C.13,600$523K0.01%+80013F-HRTimeline
IRON Financial LLC13,561$521K0.23%-1,00113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,546$520K0.01%-6813F-HRTimeline
Accurate Wealth Management, LLC12,517$520K0.06%+5,22613F-HRTimeline
W ADVISORS, LLC13,434$516K0.26%+3,94013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…13,048$516K0.32%+1,31113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC13,418$516K0.03%+8,28413F-HRTimeline
Joseph P. Lucia & Associates, LLC13,395$515K0.18%+1,11413F-HRTimeline
Arcus Capital Partners, LLC13,389$514K0.18%+7,11013F-HRTimeline
GSG Advisors LLC13,378$514K0.13%+3,99713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC13,349$513K0.43%+6513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC13,208$507K0.07%+50013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC13,158$506K0.1%+4,39813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13,049$501K0.25%+2,00213F-HRTimelineGroup
J. L. Bainbridge & Co., Inc.12,977$499K0.04%+2,74813F-HRTimeline
Altiora Financial Group, LLC12,960$498K0.08%+2,77013F-HRTimeline
PALLADIEM, LLC11,996$495K0.47%-9,09613F-HRTimeline
HBW ADVISORY SERVICES LLC12,883$495K0.05%+2,59013F-HRTimeline
Sandbox Financial Partners, LLC12,845$494K0.14%-97613F-HRTimeline
Commonwealth Financial Services, LLC12,841$493K0.08%-60513F-HRTimeline
Retirement Planning Group, LLC12,783$491K0.02%+24513F-HRTimeline
Grant Street Asset Management, Inc.12,776$491K0.09%-81713F-HRTimeline
Hibernia Wealth Partners, LLC12,714$488K0.14%+1,02613F-HRTimeline
GR FINANCIAL GROUP, LLC12,548$482K0.16%-28,82013F-HRTimeline
Blackhawk Capital Partners, LLC12,417$477K0.18%013F-HRTimeline
Principle Wealth Partners LLC12,380$476K0.03%+1,79313F-HRTimeline
M Wealth Management, LLC12,373$475K0.4%new13F-HRTimeline
Atlas Private Wealth Advisors12,327$474K0.11%+1,42613F-HRTimeline
4WEALTH ADVISORS, INC.12,565$473K0.4%+4,56713F-HRTimeline
Ballew Advisors, Inc11,562$473K0.27%+1,14513F-HRTimeline
Sendero Wealth Management, LLC12,291$472K0.05%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC12,291$472K0.13%+1,78013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,282$472K0.07%-40513F-HRTimeline
Elevation Advisory Partners LLC9,319$472K0.44%13F-HRTimeline
Hyposwiss Advisors SA12,230$470K0.46%+33013F-HRTimeline
Mayflower Financial Advisors, LLC12,226$470K0.06%+1,60713F-HRTimeline
Principia Wealth Advisory, LLC12,231$469K0.27%-18,38313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.12,186$468K0.16%+1,26213F-HRTimeline
Diversified Enterprises, LLC12,179$468K0.03%013F-HRTimeline
Ignite Planners, LLC12,147$467K0.07%-37913F-HRTimeline
Brooklyn Investment Group12,128$466K0.01%+5,01013F-HRTimeline
Quaker Wealth Management, LLC12,113$465K0.15%+9,38913F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…11,944$459K0.02%013F-HRTimelineGroup
Wilmar Advisors LLC11,900$457K0.4%+5,90013F-HRTimeline
SANDERS MORRIS HARRIS LLC11,896$457K0.07%+17013F-HRTimeline
EARNED WEALTH ADVISORS, LLC11,870$456K0.03%+6,50813F-HRTimeline
Bridgewater Advisors Inc.10,100$456K0.03%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.11,860$456K0.04%-10,80613F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,838$455K0.01%-4,97013F-HRTimeline
55 North Private Wealth, LLC11,687$449K0.11%+7,43713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP11,676$449K0.03%-1,33113F-HRTimeline
SAM Advisors, LLC11,640$447K0.14%013F-HRTimeline
Sanchez Gaunt Capital Management, LLC11,609$446K0.28%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,578$445K0.01%+1,77713F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC11,564$444K0.42%-31513F-HRTimeline
Bluespring Wealth Management, LLC11,558$444K0.04%+1,40013F-HRTimeline
Optivise Advisory Services LLC11,556$444K0.27%+26013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …11,541$443K0.05%013F-HRTimelineGroup
BCS Wealth Management11,527$443K0.09%-15,15513F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV11,489$441K0.28%+2,75513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,484$441K0.03%-94213F-HRTimeline
Asset Advisory Group, Inc.11,474$441K0.22%+21513F-HRTimeline
Stordahl Capital Management, Inc.11,471$441K0.09%+9013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS11,464$440K0.02%-10,32413F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,457$440K0.03%-11713F-HRTimeline
SUMMITRY LLC11,450$440K0.02%new13F-HR/ATimeline
Cypress Capital Groupin group Cypress Capital Group11,450$440K0.05%013F-HRTimelineGroup
Continuum Advisory, LLC11,339$436K0.04%+11813F-HRTimeline
TLS Advisors LLC11,327$435K1.03%+7,24013F-HRTimeline
Relyea Zuckerberg Hanson LLC11,317$435K0.04%-5,59213F-HRTimeline
PCG Wealth Advisors, LLC11,258$433K0.11%new13F-HRTimeline
Altus Wealth Group LLC11,255$432K0.18%+3,05213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,201$430K0.01%+26013F-HRTimelineGroup
Plancorp, LLC10,337$430K0.01%+12513F-HRTimeline
Harvest Investment Services, LLC11,181$430K0.08%+5,86013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…11,176$429K0.05%+1,75413F-HRTimeline
WIT Partners Advisory Pte. Ltd.11,150$428K0.13%013F-HRTimeline
NWAM LLC11,130$428K0.02%-3,34513F-HRTimeline
IKE Capital, LLC11,125$427K0.24%new13F-HRTimeline
TRB Wealth Management, LLC11,103$427K0.06%13F-HRTimeline
WELLINGTON-ALTUS USA INC.12,798$426K0.25%-7,06813F-HRTimeline
SAXON INTERESTS, INC.11,024$424K0.15%+87513F-HRTimeline
Objectivity Squared, LLC11,021$423K0.27%+1,95113F-HRTimeline
Birch Hill Investment Advisors LLC11,000$423K0.02%013F-HRTimeline
TIAAgroup of 3 filers holding10,991$422K+1,014Timeline
Beacon Financial Advisory LLC10,865$417K0.09%+72013F-HRTimeline
Millington Financial Advisors, LLC9,520$415K0.17%+2,80113F-HRTimeline
Factor Wealth Management LTD10,760$413K0.08%new13F-HRTimeline
Fortis Group Advisors, LLC9,503$412K0.07%+96413F-HRTimeline
Rehmann Capital Advisory Group10,688$411K0.02%+2,83113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD10,683$410K0.06%+1,50613F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK10,672$410K<0.01%new13F-HRTimelineGroup
One Wealth Management Investment & Advi…10,667$410K0.49%-10313F-HRTimeline
AMERIFLEX GROUP, INC.10,662$410K0.21%+7,94913F-HRTimeline
Cannon Global Investment Management, LLC10,600$407K0.99%013F-HRTimeline
Evanson Asset Management, LLC10,592$407K0.02%-1,99513F-HRTimeline
GWN SECURITIES INC.10,585$407K0.08%+1,97013F-HRTimeline
RMG Wealth Management LLC8,731$406K0.05%+6,58013F-HRTimeline
Ankerstar Wealth, LLC10,552$405K0.43%+9,42413F-HRTimeline
Colony Family Offices, LLC10,545$405K0.1%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,515$404K<0.01%+3,01113F-HRTimelineGroup
Merkkuri Wealth Advisors LLC10,510$404K0.27%+6513F-HRTimeline
Maridea Wealth Management LLC10,487$403K0.06%-32,52213F-HRTimeline
Flatrock Wealth Partners LLC10,450$401K0.18%-47313F-HRTimeline
Capital CS Group, LLC10,426$401K0.83%new13F-HRTimeline
Tradition Wealth Management, LLC10,410$400K0.03%-93813F-HRTimeline
Global Assets Advisory, LLC10,410$400K0.11%+10013F-HRTimeline
Zinnia Wealth Advisory, LLC10,347$398K0.44%+2,18913F-HRTimeline
Atwater Malick LLC10,337$397K0.11%+1,28613F-HRTimeline
Prosperity Consulting Group, LLC10,336$397K0.02%+2,50813F-HRTimeline
Garden State Investment Advisory Servic…10,325$397K0.09%-36813F-HRTimeline
71 West Capital Partners10,300$396K0.02%new13F-HRTimeline
Frank, Rimerman Advisors LLC10,259$394K0.03%013F-HRTimeline
KWB Wealth7,924$393K0.04%-34513F-HRTimeline
Amicus Financial Advisors, LLC10,134$389K0.11%+1,40513F-HRTimeline
ROBERTS GLORE & CO INC /IL/10,080$387K0.11%new13F-HRTimeline
PINNACLE ASSOCIATES LTD10,054$386K<0.01%+4,66913F-HRTimeline
Cardinal Point Capital Management ULC10,023$385K0.02%+3,41313F-HRTimeline
Advisory Alpha, LLC10,020$385K0.01%+3,23813F-HRTimeline
4J Wealth Management LLC9,993$384K0.22%+27613F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC9,943$382K0.3%+13813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,942$382K0.12%+98513F-HRTimeline
L2 Asset Management, LLC9,936$382K0.04%+4,96813F-HRTimeline
Shade Tree Advisors LLC9,928$381K0.27%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC9,877$379K0.13%+2,68713F-HRTimeline
McElhenny Sheffield Capital Management,…9,874$379K0.09%013F-HRTimeline
Veltria Advisors Corp.8,150$377K1.26%013F-HRTimeline
Schorn Wealth LLC9,794$376K0.11%-10,59113F-HRTimeline
Alchemi Wealth, LLC9,726$374K0.21%+2,53513F-HRTimeline
Tempus Wealth Planning, LLC9,652$371K0.09%+57113F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.8,800$371K0.21%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9,643$370K0.01%+1,58413F-HRTimelineGroup
Van Hulzen Asset Management, LLC9,612$369K0.03%+2,26313F-HRTimeline
Whitener Capital Management, Inc.9,602$369K0.08%+3,86613F-HRTimeline
Coordinated Financial Services, Inc.9,585$368K0.21%-87013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,573$368K0.04%+3,09713F-HRTimelineGroup
Verus Financial Partners, Inc.8,597$367K0.03%-30013F-HRTimeline
Centennial Advisors, LLC9,555$367K0.47%+2,01013F-HRTimeline
Koshinski Asset Management, Inc.9,554$367K0.02%-2,60213F-HRTimeline
VICUS CAPITAL9,529$366K0.03%+1,46413F-HRTimeline
JB Capital LLC9,505$365K0.01%-20213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP9,490$365K0.01%013F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC9,496$365K0.22%013F-HRTimeline
First Heartland Consultants, Inc.9,493$365K0.03%+43913F-HRTimeline
Maia Wealth LLC9,485$364K0.06%-7,44913F-HRTimeline
Patriot Financial Group Insurance Agenc…9,482$364K0.02%+5,00613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC9,476$364K0.24%-85713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC9,464$364K0.06%+1,85813F-HRTimeline
Nadler Financial Group, Inc.9,450$363K0.03%+4,89413F-HRTimeline
FARMERS TRUST CO9,428$362K0.06%+1,53513F-HRTimeline
Galvin, Gaustad & Stein, LLC9,419$362K0.03%-1,07913F-HRTimeline
Signature Equity Partners, LLC9,360$360K0.19%+4,19113F-HRTimeline
Sigma Planning Corp9,349$359K0.01%+5913F-HRTimeline
FORONJY FINANCIAL LLC9,325$358K0.15%+1,08613F-HRTimeline
Capstone Financial Advisors, Inc.9,299$357K0.02%+2,03813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,289$357K0.12%-1,26113F-HRTimeline
OakTrust Wealth Advisors, LLC9,256$356K0.32%+48213F-HRTimeline
Biltmore Family Office, LLC9,251$355K0.05%+6113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,218$354K<0.01%+6,65213F-HRTimelineGroup
Entelevest, LLC9,192$353K0.36%+1,78113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,169$352K0.01%+17113F-HRTimeline
Wealthquest Corp9,162$352K0.02%+57813F-HR/ATimeline
Virtue Capital Management, LLC9,341$352K0.05%-5113F-HRTimeline
SJS Investment Consulting Inc.9,161$352K0.04%+1,78213F-HRTimeline
Basecamp Wealth Advisors LLC9,160$352K0.07%+2,23913F-HRTimeline
Citrine Capital LLC9,149$352K0.15%new13F-HRTimeline
SAGE RHINO CAPITAL LLC9,112$350K0.07%new13F-HRTimeline
Embree Financial Group9,091$349K0.04%-1,02813F-HRTimeline
Vivid Wealth Management, LLC9,070$348K0.14%+19513F-HRTimeline
HARBOUR INVESTMENTS, INC.9,047$348K0.01%+3,11013F-HRTimeline
MOR Wealth Management, LLC9,039$347K0.16%-5,04213F-HRTimeline
Innovative Asset Advisors Group, LLC9,035$347K0.2%13F-HRTimeline
One Capital Management, LLC9,027$347K0.01%-2,11013F-HRTimeline
AdvisorNet Financial, Inc9,025$347K0.02%+2,38713F-HRTimeline