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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,103 managers (1,113 13F filers) reported a position in IBIT shares at 2024-12-31, 327,484,814 shares in all. 389 filers opened a position and 45 filers sold out during the quarter.

Managers
1,103
13F filers
1,113
New
389
Added
431
Reduced
120
Sold out
45
Shares held by filers
327,484,814

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Kathleen S. Wright Associates Inc.470$26.5K0.01%+7013F-HRTimeline
Stephens Consulting, LLC490$26K0.01%+18913F-HRTimeline
CITY HOLDING CO488$25.9K<0.01%+23813F-HRTimeline
High Note Wealth, LLC480$25.5K0.01%new13F-HRTimeline
UNION SAVINGS BANK473$25.1K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.465$24.7K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC464$24.6K0.03%13F-HRTimeline
Strengthening Families & Communities, L…458$24K0.01%new13F-HRTimeline
HighMark Wealth Management LLC450$23.9K0.01%-21013F-HRTimeline
Decker Retirement Planning Inc.442$23.5K0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC441$23.4K<0.01%new13F-HRTimeline
TD Capital Management LLC427$22.7K<0.01%+42213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP412$21.9K<0.01%new13F-HRTimelineGroup
GoalVest Advisory LLC404$21.4K0.01%013F-HRTimeline
Putney Financial Group LLC375$19.9K0.02%13F-HRTimeline
AllSquare Wealth Management LLC370$19.6K0.01%new13F-HRTimeline
Winthrop Capital Management, LLC359$19K0.01%new13F-HRTimeline
Human Investing LLC352$18.7K<0.01%new13F-HRTimeline
City State Bank335$17.8K0.01%+20013F-HRTimeline
Founders Capital Management331$17.6K0.01%013F-HRTimeline
Castleview Partners, LLC305$16.9K0.01%new13F-HR/ATimeline
Ameliora Wealth Management Ltd.300$15.9K0.01%new13F-HRTimeline
Berbice Capital Management LLC300$15.9K0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC284$15.1K0.01%13F-HRTimeline
PFS Partners, LLC282$15K0.01%+18813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…250$14.8K<0.01%+25013F-HRTimeline
Bank of New Hampshire275$14.6K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.272$14.4K0.01%13F-HRTimeline
Westend Capital Management, LLC261$13.8K<0.01%013F-HRTimeline
IFS Advisors, LLC260$13.8K0.01%013F-HRTimeline
Breakwater Investment Management253$13.4K0.01%013F-HR/ATimeline
Signature Resources Capital Management,…245$13K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.243$12.9K<0.01%+9313F-HRTimeline
MATHER GROUP, LLC.229$12.1K<0.01%new13F-HRTimeline
American Capital Advisory, LLC226$12K0.01%+8413F-HRTimeline
Sterling Capital Management LLC219$11.6K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC216$11.5K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC211$11.2K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …200$11K<0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC206$10.9K<0.01%+10613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…202$10.7K<0.01%+2013F-HRTimelineGroup
Morton Brown Family Wealth, LLC200$10.6K<0.01%new13F-HRTimeline
Peoples Bank/KS200$10.6K0.01%013F-HRTimeline
Tidemark, LLC199$10.6K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.192$10.2K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.190$10.1K<0.01%new13F-HRTimeline
NVWM, LLC185$9.81K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.185$9.81K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC185$9.81K<0.01%+7513F-HRTimeline
Strategic Investment Solutions, Inc. /IL165$8.75K<0.01%new13F-HRTimeline
Aviso Financial Inc.159$8.44K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC158$8.38K<0.01%+713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …155$8.22K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.155$8.22K<0.01%new13F-HRTimeline
New Millennium Group LLC152$8.06K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc158$8K<0.01%+10013F-HRTimeline
CENTRAL TRUST Co140$7.43K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.120$6.93K<0.01%-24013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC122$6.47K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP110$6K<0.01%new13F-HRTimeline
Deane Retirement Strategies, Inc.109$5.78K<0.01%-24,28413F-HRTimeline
Denver PWM, LLC108$5.73K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT104$5.52K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.103$5.46K<0.01%13F-HRTimeline
Minot DeBlois Advisors LLC100$5.3K<0.01%13F-HRTimeline
Global Trust Asset Management, LLC100$5.3K<0.01%new13F-HRTimeline
Independence Bank of Kentucky100$5.3K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.95$5.04K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc100$5K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.90$4.78K<0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…90$4.78K<0.01%new13F-HRTimeline
Financial Perspectives, Inc90$4.78K<0.01%013F-HRTimeline
Redwood Park Advisors LLC85$4.51K<0.01%13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.85$4.51K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC79$4.23K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC78$4.14K<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC77$4K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC75$3.98K<0.01%13F-HRTimeline
Roxbury Financial LLC66$3.64K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC64$3.4K<0.01%13F-HRTimeline
First PREMIER Bank50$3K<0.01%013F-HRTimeline
Northwest Capital Management Inc52$2.76K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC51$2.71K<0.01%013F-HRTimeline
CNB Bank50$2.65K<0.01%-34513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…40$2.12K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC40$2K<0.01%+513F-HRTimeline
JFS WEALTH ADVISORS, LLC35$1.86K<0.01%-1,02913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC20$1.06K<0.01%+413F-HRTimeline
Aspect Partners, LLC16$849<0.01%new13F-HRTimeline
Anchor Investment Management, LLC15$796<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$531<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC9$482<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc9$477<0.01%new13F-HRTimeline
LGT Financial Advisors LLC9$467<0.01%+313F-HRTimeline
Bear Mountain Capital, Inc.5$294<0.01%013F-HRTimeline
MCF Advisors LLC4$213<0.01%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.4$212<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.4$212<0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3$160<0.01%+113F-HRTimeline
RE Dickinson Investment Advisors, LLC288$1530.01%+2513F-HR/ATimeline
LANARK FINANCIAL, INC.2$1480.01%-2,46813F-HRTimeline
FMR LLCin group FMR LLC1$53<0.01%new13F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,902,292$154K+2,769,93713F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.