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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,425 managers (1,441 13F filers) reported a position in IBIT shares at 2025-06-30, 374,982,164 shares in all. 314 filers opened a position and 74 filers sold out during the quarter.

Managers
1,425
13F filers
1,441
New
314
Added
681
Reduced
235
Sold out
74
Shares held by filers
374,982,164

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JMG Financial Group, Ltd.5,002$306K0.01%new13F-HRTimeline
Ulysses Management LLC5,000$306K0.07%new13F-HRTimeline
Provident Wealth Management, LLC5,000$306K0.1%013F-HRTimeline
Unique Wealth Strategies, LLC5,000$306K0.13%new13F-HRTimeline
LRI Investments, LLC5,000$306K0.03%013F-HRTimeline
Eagle Bay Advisors LLC4,979$305K0.25%+18713F-HRTimeline
L2 Asset Management, LLC4,968$304K0.05%013F-HRTimeline
Canal Capital Management, LLC4,966$304K0.05%-79713F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…4,959$304K0.11%new13F-HRTimelineGroup
WINCAP FINANCIAL LLC4,946$303K0.24%new13F-HRTimeline
Apriem Advisors4,944$303K0.03%new13F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.4,930$302K0.24%new13F-HRTimeline
Regency Capital Management Inc.\DE4,929$302K0.16%013F-HRTimeline
Axecap Investments, LLC4,928$302K0.2%+46913F-HRTimeline
NavPoint Financial, Inc.4,927$302K0.18%013F-HRTimeline
McLean Asset Management Corp4,812$300K0.08%-2,09413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,906$300K0.02%new13F-HRTimeline
Global Financial Private Client, LLC4,883$299K0.11%+97513F-HRTimeline
FSM Wealth Advisors, LLC4,859$298K0.05%new13F-HRTimeline
Nautilus Advisors LLC4,854$297K0.22%-60013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,843$296K0.01%new13F-HRTimeline
Malaga Cove Capital, LLC4,825$295K0.12%-1,26513F-HRTimeline
Glass Jacobson Investment Advisors llc4,822$295K0.11%+2,71213F-HRTimeline
CFO4Life Group, LLC4,821$295K0.05%+1613F-HRTimeline
Fusion Capital, LLC4,815$295K0.1%-3513F-HRTimeline
Narwhal Capital Management4,811$294K0.02%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,791$293K0.09%+17413F-HRTimeline
COZAD ASSET MANAGEMENT INC4,777$292K0.03%+8513F-HR/ATimeline
Tortoise Investment Management, LLC4,755$291K0.03%013F-HRTimeline
ACT Advisors, LLC.4,736$290K0.13%new13F-HRTimeline
FISHMAN JAY A LTD/MI4,735$290K0.03%013F-HRTimeline
Ascent Capital Management, LLC4,713$288K0.26%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,710$288K0.09%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,697$288K0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,692$287K0.02%new13F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC4,664$285K0.07%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,658$285K0.02%-39613F-HRTimeline
International Private Wealth Advisors L…4,600$282K0.24%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC4,584$281K0.09%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,580$280K0.01%new13F-HRTimeline
Pacific Sage Partners, LLC4,554$279K0.06%-12113F-HRTimeline
McCollum Christoferson Group LLC4,529$277K0.08%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,528$277K0.01%new13F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,522$277K0.13%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources4,517$276K<0.01%+813F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC4,500$275K0.01%new13F-HRTimeline
Kenora Financial, LLC4,463$273K0.1%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,460$273K0.04%+8513F-HRTimeline
1ST SOURCE BANK4,450$272K0.02%013F-HRTimeline
EMORY UNIVERSITY4,450$272K0.98%new13F-HRTimeline
Idaho Trust Co4,446$272K0.1%013F-HRTimeline
Bare Financial Services, Inc4,445$272K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,445$272K0.04%+90413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.4,440$272K0.17%new13F-HRTimeline
Integrated Capital Management, LLC4,093$271K0.13%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC4,420$271K0.02%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC4,418$270K0.25%-4,55013F-HRTimeline
Alliance Wealth Advisors, LLC4,407$270K0.15%new13F-HRTimeline
Wealthquest Corp4,404$270K0.02%new13F-HRTimeline
Mainstream Capital Management LLC4,400$269K0.2%013F-HRTimeline
Old Mission Investment Co LLC4,393$269K0.07%-46913F-HRTimeline
Beacon Bank & Trust4,366$267K0.06%013F-HRTimeline
PROMETHIUM ADVISORS,LLC4,360$267K0.16%+6013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,334$265K0.01%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,324$265K0.02%013F-HRTimelineGroup
United Asset Strategies, Inc.4,317$264K0.02%-8,75813F-HRTimeline
Symphony Financial, Ltd. Co.1,019$264K0.03%new13F-HR/ATimeline
Advisory Alpha, LLC4,313$264K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,282$262K0.01%-72313F-HRTimelineGroup
Optas, LLC4,272$261K0.05%new13F-HRTimeline
Stone House Investment Management, LLC4,262$261K0.05%+1,21313F-HRTimeline
DAVENPORT & Co LLC4,246$260K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,227$259K0.02%+40013F-HRTimeline
Rosenberg Matthew Hamilton4,191$257K0.06%013F-HRTimeline
Centric Wealth Management3,875$256K0.06%new13F-HRTimeline
STEVENS CAPITAL PARTNERS3,911$256K0.09%new13F-HRTimeline
Apella Capital, LLC4,172$256K0.01%new13F-HRTimeline
BCS Wealth Management4,158$255K0.05%new13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT4,150$254K0.01%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,145$254K0.03%new13F-HRTimeline
Mascagni Wealth Management, Inc.4,129$253K0.22%new13F-HRTimeline
ASPIRIANT, LLC4,118$252K0.01%new13F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC4,111$252K0.19%new13F-HRTimeline
MPS Loria Financial Planners, LLC4,112$252K0.07%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,111$252K0.02%new13F-HRTimelineGroup
Rollins Financial Advisors, LLC4,097$251K0.04%new13F-HRTimeline
FFT WEALTH MANAGEMENT LLC3,725$249K0.05%new13F-HRTimeline
JT Stratford LLC4,031$247K0.04%new13F-HRTimeline
Disciplined Investors, L.L.C.4,029$247K0.19%new13F-HRTimeline
Smartleaf Asset Management LLC4,049$246K0.02%-5,35013F-HRTimeline
Wealth Group Ltd4,016$246K0.06%new13F-HRTimeline
Cottage Street Advisors LLC4,000$245K0.13%new13F-HRTimeline
Commonwealth Retirement Investments LLC4,000$245K0.09%new13F-HRTimeline
Detalus Advisors, LLC3,998$245K0.07%new13F-HRTimeline
Burns Matteson Capital Management, LLC3,990$244K0.12%new13F-HRTimeline
Lokken Investment Group LLC3,979$244K0.09%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC3,979$244K0.06%new13F-HRTimeline
TRUST CO OF VERMONT3,976$243K0.01%-37813F-HRTimeline
DURANTE & WATERS, LLC3,960$242K0.19%new13F-HRTimeline
4WEALTH ADVISORS, INC.3,929$240K0.25%new13F-HRTimeline
Fisher Asset Management, LLC3,924$240K<0.01%new13F-HRTimeline
Abundance Wealth Counselors3,925$240K0.04%new13F-HRTimeline
Purus Wealth Management, LLC3,899$239K0.08%new13F-HR/ATimeline
VICUS CAPITAL3,892$238K0.02%new13F-HRTimeline
Cardinal Point Capital Management ULC3,875$237K0.02%new13F-HRTimeline
Narus Financial Partners, LLC3,870$237K0.07%-6,15113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,860$236K<0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.3,855$236K0.13%new13F-HRTimeline
MN Wealth Advisors, LLC3,848$236K0.14%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,830$234K0.04%new13F-HRTimeline
CEERA INVESTMENTS, LLC3,825$234K0.07%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC3,817$234K0.05%new13F-HRTimeline
SFE Investment Counsel3,813$233K0.04%new13F-HRTimeline
Retirement Planning Group, LLC3,810$233K0.01%new13F-HRTimeline
Westover Capital Advisors, LLC3,804$233K0.05%new13F-HRTimeline
XY Planning Network, Inc.3,782$231K0.08%new13F-HRTimeline
Bernardo Wealth Planning LLC3,766$231K0.05%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC3,772$231K0.16%-1,45013F-HRTimeline
Gilbert Capital Group, Inc.3,772$231K0.19%13F-HRTimeline
MBA Advisors LLC3,765$230K0.11%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,762$230K<0.01%-4,62513F-HRTimelineGroup
Duncan Williams Asset Management, LLC3,760$230K0.07%new13F-HR/ATimeline
WEALTHSPAN PARTNERS, LLC3,742$229K0.1%new13F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV3,730$228K0.07%new13F-HRTimeline
Empire Financial Management Company, LLC3,729$228K0.07%new13F-HRTimeline
Bluesphere Advisors LLC3,726$228K0.11%new13F-HRTimeline
CLG LLC3,724$228K0.07%new13F-HRTimeline
DIXON FNANCIAL SERVICES, INC.3,704$227K0.11%new13F-HRTimeline
New Republic Capital, LLC3,700$226K0.08%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC3,700$226K0.16%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,317$225K0.07%new13F-HRTimeline
Acorn Wealth Advisors, LLC3,676$225K0.08%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,675$225K<0.01%new13F-HRTimelineGroup
DKM Wealth Management, Inc.3,670$225K0.19%new13F-HRTimeline
Tyler-Stone Wealth Management3,648$223K0.04%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC3,641$223K0.05%new13F-HRTimeline
Soltis Investment Advisors LLC3,640$223K0.02%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,565$222K0.04%new13F-HRTimeline
JGP Wealth Management, LLC3,619$222K0.03%new13F-HRTimeline
Herold Advisors, Inc.3,615$221K0.05%new13F-HRTimeline
Independent Advisor Alliance3,608$221K0.01%new13F-HRTimeline
Strategic Advocates LLC3,602$220K0.07%new13F-HRTimeline
Investment Advisory Group, LLC3,598$220K0.07%new13F-HRTimeline
Fragasso Financial Advisors Inc3,598$220K0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,588$220K0.02%new13F-HRTimeline
Financial Advisors Network, Inc.3,581$219K0.03%new13F-HRTimeline
Fortis Group Advisors, LLC3,283$218K0.04%new13F-HRTimeline
IMG Wealth Management, Inc.3,553$217K0.17%+19813F-HRTimeline
VanderPol Investments L.L.C.3,549$217K0.46%new13F-HRTimeline
Terril Brothers, Inc.3,540$217K0.08%new13F-HRTimeline
Winch Advisory Services, LLC3,537$216K0.05%-3213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC3,536$216K0.08%new13F-HRTimeline
Virtue Capital Management, LLC3,504$214K0.04%-3,33413F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC3,500$214K0.03%new13F-HRTimeline
Private Capital Management, LLC3,500$214K0.02%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,500$214K0.03%new13F-HRTimelineGroup
Signature Wealth Management Group3,494$214K0.08%new13F-HRTimeline
Destiny Capital Corp/CO3,491$214K0.13%new13F-HRTimeline
Refined Wealth Management3,485$213K0.15%new13F-HRTimeline
Adaptive Financial Consulting, LLC3,478$213K0.09%new13F-HRTimeline
Compass Financial Services Inc3,476$213K0.1%013F-HRTimeline
DecisionPoint Financial, LLC3,552$213K0.05%+65513F-HRTimeline
N.E.W. Advisory Services LLC3,469$212K0.02%+1,78613F-HRTimeline
Coastwise Capital Group, LLC3,460$212K0.17%new13F-HRTimeline
Falcon Wealth Planning3,443$211K0.02%new13F-HRTimeline
Powers Advisory Group, LLC3,415$209K0.09%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,325$209K0.24%+4113F-HRTimeline
Town & Country Bank & Trust CO dba Firs…3,410$209K0.08%new13F-HRTimeline
Balance Wealth Partners LLC3,407$209K0.12%new13F-HRTimeline
XML Financial, LLC3,397$208K0.02%new13F-HRTimeline
SageView Advisory Group, LLC3,088$207K0.01%new13F-HRTimeline
Darden Wealth Group Inc3,382$207K0.12%new13F-HRTimeline
Bill Few Associates, Inc.3,375$207K0.06%new13F-HRTimeline
Blue Edge Capital, LLC3,373$206K0.03%new13F-HRTimeline
Moran Wealth Management, LLC3,365$206K0.01%new13F-HRTimeline
Greenline Partners, LLC3,348$205K0.03%+40213F-HRTimeline
Revisor Wealth Management LLC3,173$205K0.07%new13F-HRTimeline
Spinnaker Investment Group, LLC3,338$204K0.05%new13F-HRTimeline
TCI Wealth Advisors, Inc.3,323$203K0.01%new13F-HRTimeline
Providence Capital Advisors, LLC3,294$202K0.04%new13F-HRTimeline
Brand Asset Management Group, Inc.3,293$202K0.08%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO3,275$200K0.01%-1,52913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,274$200K0.01%+1,59713F-HRTimeline
Fox Hill Wealth Management3,268$200K0.1%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,264$200K<0.01%new13F-HRTimelineGroup
NATIXISin group Natixis Investment Managers3,096$190K<0.01%-15313F-HRTimelineGroup
Future Financial Wealth Managment LLC3,050$187K0.13%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,000$184K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,981$182K0.03%+38013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,972$182K0.01%-2,76213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,882$176K<0.01%new13F-HRTimeline
WHITTIER TRUST CO2,856$175K<0.01%013F-HRTimeline
North Star Investment Management Corp.2,849$174K0.01%+25013F-HRTimeline
Gold Investment Management Ltd.2,723$163K0.06%+85913F-HRTimeline
Private Wealth Management Group, LLC2,641$162K0.05%-15013F-HRTimeline
Franchise Capital Ltd2,603$159K0.08%-2,60213F-HRTimeline
Covestor Ltd2,602$159K0.09%+10713F-HRTimeline
City State Bank2,595$159K0.05%-2,72013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,529$155K0.01%-20013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,518$154K<0.01%+8113F-HRTimeline