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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,464 managers (1,479 13F filers) reported a position in IBIT shares at 2026-06-30, 346,070,720 shares in all. 113 filers opened a position and 195 filers sold out during the quarter.

Managers
1,464
13F filers
1,479
New
113
Added
583
Reduced
472
Sold out
195
Shares held by filers
346,070,720

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Indivisible Partners8,615$287K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,612$287K<0.01%-2,96613F-HRTimeline
Verus Financial Partners, Inc.8,597$286K0.02%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC8,571$285K0.08%-71813F-HRTimeline
Greenwich Wealth Management LLC8,531$284K0.01%+1,02013F-HRTimeline
Cardinal Point Capital Management ULC8,498$283K0.02%-1,52513F-HRTimeline
Riggs Asset Managment Co. Inc.8,497$283K0.05%-4913F-HRTimeline
Crewe Advisors LLC8,479$282K0.02%+13213F-HRTimeline
Significant Wealth Partners LLC8,478$282K0.31%+2,31313F-HRTimeline
XY Planning Network, Inc.8,473$282K0.04%+1,71913F-HRTimeline
Blue Trust, Inc.8,408$280K<0.01%+26613F-HRTimeline
RMR Wealth Builders8,405$280K0.02%+29713F-HRTimeline
Saranac Partners Ltd8,400$280K0.09%new13F-HRTimeline
Gotham Asset Management, LLC8,390$279K<0.01%-6,38013F-HRTimeline
Atlas Legacy Advisors, LLC8,354$278K0.04%+47513F-HRTimeline
Van Hulzen Asset Management, LLC8,348$278K0.02%-1,26413F-HRTimeline
Black Diamond Financial, LLC8,331$277K0.02%-5013F-HRTimeline
Investment Partners Asset Management, I…8,324$277K0.15%-33413F-HRTimeline
PRIVATE MANAGEMENT GROUP INC8,321$277K0.01%-32513F-HRTimeline
Collaborative Wealth Managment Inc.8,292$276K0.12%+1,65813F-HRTimeline
Robertson Stephens Wealth Management, L…8,256$275K0.01%+1,49913F-HRTimeline
Beacon Financial Advisory LLC8,215$273K0.05%-2,65013F-HRTimeline
Veltria Advisors Corp.8,150$271K0.83%013F-HRTimeline
PUREfi Wealth, LLC8,150$271K0.15%+55713F-HRTimeline
MAYPORT, LLC8,119$270K0.04%013F-HRTimeline
OAKWORTH CAPITAL, INC.8,078$270K0.01%013F-HRTimeline
Linscomb Wealth, Inc.8,097$270K0.01%+11213F-HRTimeline
OARSMAN CAPITAL, INC.8,089$269K0.03%-5,52313F-HRTimeline
Shepherd Financial Partners LLC8,078$269K0.02%+8013F-HRTimeline
Detalus Advisors, LLC8,059$268K0.05%+8913F-HRTimeline
Astoria Portfolio Advisors LLC.8,021$267K0.05%new13F-HRTimeline
Ranch Capital Advisors Inc.7,998$266K0.08%-76613F-HRTimeline
IMA Advisory Services, Inc.7,985$266K0.02%new13F-HRTimeline
Innovative Asset Advisors Group, LLC7,985$266K0.12%-1,05013F-HRTimeline
PDS Planning, Inc7,976$266K0.02%+1,72513F-HRTimeline
WorthPointe, LLC7,951$265K0.07%new13F-HRTimeline
MOR Wealth Management, LLC7,938$264K0.11%-1,10113F-HRTimeline
Quantum Financial Planning Services, In…7,921$264K0.08%+14813F-HRTimeline
DMC Group, LLC7,916$264K0.18%new13F-HRTimeline
Embree Financial Group7,875$262K0.03%-1,21613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT7,820$260K0.04%+14913F-HRTimeline
Perennial Advisors, LLC7,815$260K0.04%-34013F-HRTimeline
Independent Advisor Alliance7,813$260K0.01%-199,31413F-HRTimeline
True North Advisors, LLC7,749$258K0.02%new13F-HRTimeline
Fortis Capital Management LLC7,738$258K0.03%-1613F-HRTimeline
Noble Wealth Management PBC7,705$256K0.12%-45013F-HRTimeline
ADE, LLC7,704$256K0.11%new13F-HRTimeline
Symphony Financial, Ltd. Co.7,637$255K0.03%+1,06413F-HRTimeline
Riverpoint Wealth Management Holdings, …7,658$255K0.05%013F-HRTimeline
Occidental Asset Management, LLC7,657$255K0.03%new13F-HRTimeline
Greenhouse Wealth Management, LLC7,413$253K0.18%013F-HRTimeline
Leverty Financial Group, LLC7,605$253K0.05%new13F-HRTimeline
CMG Global Holdings, LLC7,599$253K0.11%-29,51713F-HRTimeline
Harvest Investment Services, LLC7,597$253K0.04%-3,58413F-HRTimeline
Manhattan West Asset Management, LLC7,583$252K0.04%-6,18013F-HRTimeline
Maia Wealth LLC7,554$251K0.04%-1,93113F-HRTimeline
Operose Advisors LLC7,497$250K0.05%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,492$249K<0.01%-8,26013F-HRTimeline
FWG Holdings, LLC6,834$248K0.09%+32413F-HRTimeline
1832 Asset Management L.P.7,456$248K<0.01%013F-HRTimeline
CERTUITY, LLC7,455$248K0.01%013F-HRTimeline
Aspen Grove Capital, LLC7,446$248K0.04%013F-HRTimeline
Watchman Group, Inc.7,427$247K0.06%new13F-HRTimeline
Peak Planning Group, LLC7,426$247K0.06%-8,01713F-HRTimeline
Fire Capital Management LLC7,418$247K0.1%013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV7,408$247K0.02%new13F-HRTimeline
Core Capital Management & Research, inc.5,571$246K0.13%13F-HRTimeline
Sterling Investment Counsel, LLC7,368$245K0.06%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC7,361$245K0.01%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding7,341$244K-809Timeline
KWB Wealth7,309$243K0.02%-61513F-HRTimeline
Legacy Financial Strategies, LLC7,303$243K0.04%+1,10113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP7,291$243K0.01%+1,20113F-HRTimeline
Benin Management CORP7,270$242K0.05%013F-HRTimeline
MBA Advisors LLC7,260$242K0.08%+76213F-HRTimeline
WEXFORD CAPITAL LP7,258$242K0.03%+1,62613F-HRTimeline
THOMPSON DAVIS & CO., INC.7,426$241K0.14%new13F-HRTimeline
PFG Advisors7,230$241K0.01%new13F-HRTimeline
Hyposwiss Advisors SA7,230$241K0.23%-5,00013F-HRTimeline
Shepherd Street Advisors LLC6,491$239K0.21%new13F-HRTimeline
TD Waterhouse Canada Inc.7,015$238K<0.01%+24313F-HRTimeline
Blue Chip Partners, LLC7,153$238K0.02%+313F-HRTimeline
Permanent Capital Management, LP7,142$238K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,988$238K0.01%-10,05713F-HRTimeline
NorthCoast Asset Management LLC7,133$237K0.01%-28713F-HRTimeline
FourThought Financial Partners, LLC7,130$237K0.02%013F-HRTimeline
Andina Capital Management, LLC7,094$236K0.39%-33,41513F-HRTimeline
LGL PARTNERS, LLC7,078$236K0.09%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.6,985$233K0.07%-23613F-HRTimeline
Naviter Wealth, LLC6,985$233K0.02%013F-HRTimeline
Integrated Capital Management, LLC6,968$232K0.08%+1013F-HRTimeline
Burns Matteson Capital Management, LLC6,924$230K0.07%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC6,914$230K0.02%-2,50513F-HRTimeline
Basecamp Wealth Advisors LLC6,878$229K0.04%-2,28213F-HRTimeline
Crumly & Associates Inc.6,876$229K0.04%013F-HRTimeline
Palatine Hill Wealth Management, LLC6,874$229K0.18%new13F-HRTimeline
Astra Wealth Partners LLC6,863$228K0.13%+7513F-HRTimeline
FIRST MANHATTAN CO. LLC.6,836$228K<0.01%+1,20013F-HRTimeline
United Asset Strategies, Inc.6,800$226K0.02%+6613F-HRTimeline
Altiora Financial Group, LLC6,800$226K0.04%-6,16013F-HRTimeline
Integrated Wealth Management6,785$226K0.24%+23513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,777$226K0.11%-67013F-HRTimeline
Hopwood Nicholas Hunter6,752$225K0.06%+38113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,728$224K0.01%-2,44113F-HRTimeline
COFG Advisors, LLC6,726$224K0.04%new13F-HRTimeline
RB Capital Management, LLC6,711$223K0.04%-21413F-HRTimeline
AssuredPartners Investment Advisors, LLC6,701$223K0.02%-7513F-HRTimeline
UNITED BANK6,693$223K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,692$223K0.01%-36413F-HRTimeline
FSM Wealth Advisors, LLC6,670$222K0.02%+42713F-HRTimeline
MSH Capital Advisors LLC6,663$222K0.04%+86613F-HRTimeline
Sidoxia Capital Management, LLC6,661$222K0.16%+5313F-HRTimeline
August Group Capital Ltd6,659$222K0.24%+36013F-HRTimeline
Root Financial Partners, LLC6,639$221K0.01%+2,10113F-HRTimeline
Advisory Alpha, LLC6,618$220K0.01%-3,40213F-HRTimeline
FIRST UNITED BANK & TRUST6,594$220K0.06%+4,03013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,588$219K<0.01%013F-HRTimelineGroup
Fairbanks Capital Management, Inc.6,574$219K0.13%-31,74913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,556$218K0.01%-85913F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC6,556$218K0.1%013F-HRTimeline
Falcon Wealth Planning6,544$218K0.01%-2,07213F-HRTimeline
J. Derek Lewis & Associates Inc.6,521$217K0.04%-4713F-HRTimeline
WP Advisors, LLC6,503$216K0.05%+20013F-HRTimeline
Taylor & Morgan Wealth Management, LLC6,486$216K0.11%013F-HRTimeline
Riverview Capital Advisers, LLC6,483$216K0.06%-9,68213F-HRTimeline
Diesslin Group, Inc.6,479$216K0.08%013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC6,463$215K0.02%+17013F-HRTimelineGroup
Midwest Financial Group LLC6,451$215K0.08%-2,27013F-HRTimeline
Plante Moran Financial Advisors, LLC6,408$213K0.01%+4,46913F-HRTimeline
Constant Guidance Financial LLC6,403$213K0.13%new13F-HRTimeline
Coppell Advisory Solutions LLC19,998$213K0.02%new13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,393$213K<0.01%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC6,376$212K0.1%013F-HRTimeline
Hibernia Wealth Partners, LLC6,357$212K0.11%-6,35713F-HRTimeline
Independent Wealth Network Inc.6,357$212K0.05%-17513F-HRTimeline
TRUST POINT INC.6,344$211K0.02%013F-HRTimeline
Fortis Group Advisors, LLC6,337$211K0.03%-3,16613F-HRTimeline
Aspire Growth Partners LLC6,299$210K0.12%-40013F-HRTimeline
JDH Wealth Management, LLC6,297$210K0.13%013F-HRTimeline
Aspirean Wealth, LLC6,262$208K0.19%+45413F-HRTimeline
Tortoise Investment Management, LLC6,237$208K0.02%+1513F-HRTimeline
Stonebrook Private Inc.6,231$207K0.04%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,180$206K0.01%+12013F-HRTimeline
CHILTON INVESTMENT CO INC.6,107$203K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners6,106$203K0.02%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,100$203K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.6,080$202K0.02%+86613F-HRTimeline
Crescent Grove Advisors, LLC6,070$202K0.02%-66513F-HRTimeline
Integrity Investment Advisors, LLC6,067$202K0.09%013F-HRTimeline
MN Wealth Advisors, LLC6,058$202K0.09%-91313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,048$201K0.01%+11513F-HRTimeline
N.E.W. Advisory Services LLC5,948$198K0.01%+40613F-HRTimeline
KELLEHER FINANCIAL ADVISORS5,926$197K0.03%+2,96313F-HRTimeline
HHM Wealth Advisors, LLC5,715$190K0.02%+47313F-HRTimeline
OBSIDIAN CIO, LLC5,682$189K0.14%+64813F-HRTimeline
Continuum Advisory, LLC5,521$184K0.01%-5,81813F-HRTimeline
North Star Investment Management Corp.5,455$182K0.01%-88513F-HRTimeline
Fairway Wealth LLC5,350$180K0.04%+1,76313F-HRTimeline
Miller Capital Partners, Inc.5,356$178K0.07%-23,15413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS5,146$178K0.02%new13F-HRTimeline
DT Investment Partners, LLC5,185$173K0.01%+3,01613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,080$169K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp5,016$167K0.01%+60513F-HRTimelineGroup
Sankala Group LLC4,542$166K0.11%013F-HRTimeline
Mosley Wealth Management4,969$165K0.05%-4,26113F-HRTimeline
Planning Strategies Inc.4,903$163K0.1%13F-HRTimeline
VIMA LLC4,836$161K0.16%13F-HRTimeline
Main Street Group, LTD4,793$160K0.04%+30713F-HRTimeline
IAG Wealth Partners, LLC4,665$155K0.02%+3,28313F-HRTimeline
Rialto Wealth Management, LLC4,657$155K0.03%+4,62213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,508$150K<0.01%+1,16213F-HRTimelineGroup
Princeton Global Asset Management LLC4,388$146K0.02%-1,75013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,227$141K0.01%013F-HRTimeline
Nemes Rush Group LLC4,111$137K0.01%-30013F-HRTimeline
Luminist Capital LLC4,320$134K0.15%+1,62213F-HRTimeline
Private Wealth Management Group, LLC4,012$134K0.03%013F-HRTimeline
TRUST CO OF VERMONT3,945$131K<0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc3,868$129K0.04%-89813F-HRTimeline
IMG Wealth Management, Inc.3,826$127K0.07%-1413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,800$127K+300Timeline
JPL Wealth Management, LLC3,793$126K0.03%+27513F-HRTimeline
DecisionPoint Financial, LLC3,705$126K0.02%-63513F-HRTimeline
Titan Wealth (CI) Ltdin group Titan Investment Solutions Ltd3,664$122K0.05%013F-HRTimelineGroup
BFSG, LLC3,610$120K0.01%+15013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,600$120K0.03%+50013F-HRTimeline
Napier Financial, LLC3,571$119K0.02%+1,23313F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,566$119K0.03%+1,05013F-HRTimeline
Glen Eagle Advisors, LLC3,553$118K0.01%-5013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,545$118K0.09%+14013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,542$118K0.01%-8113F-HRTimeline
Winch Advisory Services, LLC3,537$118K0.02%013F-HRTimeline
Mechanics Financial Corp3,500$117K0.04%013F-HRTimeline
Beaird Harris Wealth Management, LLC3,489$116K0.01%-65013F-HRTimeline
Salomon & Ludwin, LLC3,342$114K0.01%-5,20313F-HRTimeline
Smallwood Wealth Investment Management,…3,410$114K0.05%-59913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,374$112K<0.01%+1,56713F-HRTimeline
FINANCIAL CONSULATE, INC3,370$112K0.01%+2913F-HRTimeline
VISION FINANCIAL MARKETS LLC3,289$110K0.1%+2,40013F-HRTimeline
Imprint Wealth LLC3,280$109K0.44%+25813F-HRTimeline
Avion Wealth3,285$109K0.02%013F-HRTimeline