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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,178 managers (1,189 13F filers) reported a position in IBIT shares at 2025-03-31, 274,598,129 shares in all. 220 filers opened a position and 134 filers sold out during the quarter.

Managers
1,178
13F filers
1,189
New
220
Added
610
Reduced
222
Sold out
134
Shares held by filers
274,598,129

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SOA Wealth Advisors, LLC.1,607$75.2K0.02%+3613F-HRTimeline
Indiana Trust & Investment Management Co1,580$74K0.03%013F-HRTimeline
Creekmur Asset Management LLC1,572$73.6K0.02%+59213F-HRTimeline
WASHINGTON TRUST Co1,554$72.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,529$71.6K0.01%+92913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,521$71.2K<0.01%+1,00013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,517$71K<0.01%-65113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smithfield Trust Co1,506$70K<0.01%-12,22613F-HRTimeline
Mechanics Financial Corp1,450$67.9K0.03%new13F-HRTimeline
Bogart Wealth, LLC1,435$67.2K<0.01%-48813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,350$63K0.01%+44013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,290$60.4K<0.01%-117,15013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC1,285$60.2K0.06%+1,23413F-HRTimeline
Bruce G. Allen Investments, LLC1,272$59.5K0.05%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,251$58.6K0.02%+4013F-HRTimeline
Avion Wealth1,100$58K0.01%013F-HRTimeline
West Financial Advisors, LLC1,228$57.5K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,193$55.8K0.01%+10013F-HRTimeline
Bank of New Hampshire1,182$55.3K0.01%+90713F-HRTimeline
Steward Partners Investment Advisory, L…1,178$55.1K<0.01%new13F-HRTimeline
Luminist Capital LLC1,133$54.7K0.06%-67113F-HRTimeline
Kiker Wealth Management, LLC1,152$53.9K0.04%new13F-HRTimeline
WealthTrak Capital Management LLC1,128$52.8K0.05%+1,05013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,095$51.3K<0.01%+17013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,089$51K0.04%new13F-HRTimelineGroup
Winthrop Capital Management, LLC1,073$50K0.01%+71413F-HRTimeline
Grove Bank & Trust1,060$49.6K0.01%+16513F-HRTimeline
Opal Wealth Advisors, LLC1,052$49.2K0.02%new13F-HRTimeline
Perkins Coie Trust Co1,045$48.9K0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,028$48.1K0.01%+87013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$47K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC1,000$46.8K<0.01%new13F-HRTimeline
Morse Asset Management, Inc1,000$46.8K0.01%013F-HRTimeline
Luken Investment Analytics, LLC1,000$46.8K0.02%new13F-HRTimeline
Quintet Private Bank (Europe) S.A.1,000$46.8K<0.01%013F-HRTimeline
GeoWealth Management, LLC990$46.3K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc946$45.7K0.02%+93713F-HRTimeline
HM PAYSON & CO976$45.7K<0.01%+30013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC950$44.5K0.01%013F-HRTimeline
UNION SAVINGS BANK903$42.3K0.02%+43013F-HRTimeline
Front Row Advisors LLC900$42.1K0.02%013F-HRTimeline
Park Place Capital Corp891$41.7K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC888$41.6K0.03%-24913F-HRTimeline
HighMark Wealth Management LLC850$39.8K0.02%+40013F-HRTimeline
BFSG, LLC832$38.9K<0.01%-70413F-HRTimeline
New England Capital Financial Advisors …832$38.9K0.02%+22113F-HRTimeline
Graney & King, LLC812$38K0.03%+22013F-HRTimeline
Sunbelt Securities, Inc.744$34.8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…730$34.2K<0.01%+52813F-HRTimelineGroup
CITY HOLDING CO718$33.6K<0.01%+23013F-HRTimeline
Millstone Evans Group, LLC716$33.5K0.02%013F-HRTimeline
Reyes Financial Architecture, Inc.698$32.7K0.02%new13F-HRTimeline
BOKF, NAin group BOKF, NA695$32.5K<0.01%-62,62713F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC690$32.3K0.01%-1,01013F-HRTimelineGroup
Accredited Wealth Management, LLC650$30.4K0.03%-99013F-HRTimeline
Smallwood Wealth Investment Management,…637$29.8K0.02%new13F-HRTimeline
TD Capital Management LLC636$29.8K<0.01%+20913F-HRTimeline
Medallion Wealth Advisors, LLC600$29K0.01%+52513F-HRTimeline
VISION FINANCIAL MARKETS LLC614$28.7K0.03%+15013F-HRTimeline
MATHER GROUP, LLC.605$28.3K<0.01%+37613F-HRTimeline
Berbice Capital Management LLC600$28.1K0.02%+30013F-HRTimeline
Fairscale Capital, LLC590$27.6K0.02%013F-HRTimeline
High Note Wealth, LLC588$27.5K0.01%+10813F-HRTimeline
American Capital Advisory, LLC553$25.9K0.01%+32713F-HRTimeline
McIlrath & Eck, LLC538$25.2K<0.01%013F-HRTimeline
Beacon Capital Management, LLC520$24.3K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC518$24.2K0.02%+23413F-HRTimeline
Cloud Capital Management, LLC475$22K0.02%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.465$21.8K0.01%013F-HRTimeline
GoalVest Advisory LLC454$21.3K0.01%+5013F-HRTimeline
Financial Network Wealth Advisors LLC447$20.9K0.03%new13F-HRTimeline
CoreCap Advisors, LLC436$20.4K<0.01%-28,45713F-HRTimeline
REAP Financial Group, LLC430$20.1K<0.01%new13F-HRTimeline
Heritage Wealth Advisors395$18.5K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC384$18K<0.01%+16813F-HRTimeline
GHP Investment Advisors, Inc.381$17.8K<0.01%+13813F-HRTimeline
Nalls Sherbakoff Group, LLC369$17.3K0.01%13F-HRTimeline
Cornerstone National Bank & Trust Co355$16.6K0.01%new13F-HRTimeline
DAGCO, INC.335$15.7K0.01%new13F-HRTimeline
Founders Capital Management331$15.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC331$15.5K<0.01%+33013F-HRTimelineGroup
Provenance Wealth Advisors, LLC328$15.4K<0.01%new13F-HRTimeline
PFS Partners, LLC323$15.1K0.01%+4113F-HRTimeline
Wood Tarver Financial Group, LLC322$15.1K<0.01%+24513F-HRTimeline
Elite Financial, Inc.335$15K0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA320$15K0.01%new13F-HRTimeline
Binnacle Investments Inc300$14K0.01%13F-HRTimeline
Putney Financial Group LLC285$13.3K0.01%-9013F-HRTimeline
Semmax Financial Advisors Inc.209$12.3K<0.01%new13F-HRTimeline
IFS Advisors, LLC260$12.2K0.01%013F-HRTimeline
Breakwater Investment Management253$11.8K0.01%013F-HRTimeline
Promus Capital, LLC250$11.7K0.01%new13F-HR/ATimeline
Hughes Financial Services, LLC238$11.5K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…245$11.5K0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV240$11.2K0.01%-5,20713F-HRTimeline
Park Square Financial Group, LLC236$11K0.01%new13F-HRTimeline
Hartford Financial Management Inc.235$11K<0.01%new13F-HRTimeline
Friedenthal Financial220$10.3K0.01%-1,77413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…220$10.3K<0.01%+18013F-HRTimeline
Roble, Belko & Company, Inc208$10K<0.01%+5013F-HRTimeline
Valued Wealth Advisors LLC211$9.88K0.01%013F-HRTimeline
SITTNER & NELSON, LLC206$9.64K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC201$9.41K<0.01%+113F-HRTimeline
Perritt Capital Management Inc200$9.36K0.01%new13F-HRTimeline
Peoples Bank/KS200$9.36K0.01%013F-HRTimeline
Tidemark, LLC199$9.31K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.192$8.99K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…191$8.94K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.190$8.89K<0.01%013F-HRTimeline
Stephens Consulting, LLC189$8.85K<0.01%-30113F-HRTimeline
NVWM, LLC185$8.66K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC175$8.19K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.173$8.1K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC160$7.49K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA157$7.35K<0.01%new13F-HRTimeline
New Millennium Group LLC156$7.3K<0.01%+413F-HRTimeline
Westside Investment Management, Inc.155$7.26K<0.01%013F-HRTimeline
CNB Bank150$7.02K<0.01%+10013F-HRTimeline
Fourth Dimension Wealth, LLC150$7.02K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC150$7.02K<0.01%-3513F-HRTimeline
Sound Income Strategies, LLC142$6.65K<0.01%-60013F-HRTimeline
CENTRAL TRUST Co140$6.55K<0.01%013F-HRTimeline
Anchor Investment Management, LLC139$6.51K<0.01%+12413F-HRTimeline
Roxbury Financial LLC126$6.04K0.01%+6013F-HRTimeline
Vermillion & White Wealth Management Gr…126$5.9K<0.01%+3613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC122$5.71K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.120$5.62K<0.01%013F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC113$5.29K<0.01%new13F-HRTimeline
NewSquare Capital LLC110$5.15K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.107$5.01K<0.01%+1713F-HRTimeline
PFG Private Wealth Management, LLC107$5.01K<0.01%new13F-HRTimeline
CKW FINANCIAL GROUP110$5K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT104$4.87K<0.01%013F-HRTimeline
Financial Perspectives, Inc103$4.82K<0.01%+1313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC100$4.68K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC100$4.68K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC100$4.68K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$4.68K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC100$4.68K<0.01%new13F-HRTimeline
NCP Inc.100$4.68K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$4.68K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC96$4.49K<0.01%-27413F-HRTimeline
Collier Financial96$4.49K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.95$4.45K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management92$4.31K<0.01%13F-HRTimelineGroup
Briaud Financial Planning Inc100$4K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.85$3.98K<0.01%013F-HRTimeline
Redwood Park Advisors LLC85$3.98K<0.01%013F-HRTimeline
Sterling Capital Management LLC83$3.88K<0.01%-13613F-HRTimeline
Ravenstone Capital Management Inc.80$3.75K<0.01%new13F-HRTimeline
MorganRosel Wealth Management, LLC67$3.14K<0.01%new13F-HRTimeline
JDM Financial Group LLC62$2.9K<0.01%new13F-HRTimeline
Westend Capital Management, LLC58$2.71K<0.01%-20313F-HRTimeline
Northwest Capital Management Inc52$2.43K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC50$2.34K<0.01%new13F-HRTimeline
First PREMIER Bank50$2K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC42$2K<0.01%+213F-HRTimeline
Lord & Richards Wealth Management, LLC42$1.97K<0.01%new13F-HRTimeline
Aspect Partners, LLC39$1.83K<0.01%+2313F-HRTimeline
Runnymede Capital Advisors, Inc.37$1.73K<0.01%-6613F-HRTimeline
JFS WEALTH ADVISORS, LLC35$1.64K<0.01%013F-HRTimeline
Transce3nd, LLC32$1.5K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC20$937<0.01%013F-HRTimeline
GODSEY & GIBB, INC15$703<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC12$562<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC11$515<0.01%-5313F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$468<0.01%013F-HRTimeline
Inlight Wealth Management, LLC10$468<0.01%new13F-HRTimeline
Costello Asset Management, INC10$468<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9$428<0.01%-40313F-HR/ATimelineGroup
Bear Mountain Capital, Inc.5$271<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4$188<0.01%+113F-HRTimeline
MCF Advisors LLC4$188<0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.4$187<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.4$187<0.01%013F-HRTimeline
Bullock Wealth Management Group3$145<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-25013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$47.2K-88813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.