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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,613 managers (1,630 13F filers) reported a position in IBIT shares at 2025-09-30, 416,448,470 shares in all. 287 filers opened a position and 93 filers sold out during the quarter.

Managers
1,613
13F filers
1,630
New
287
Added
878
Reduced
246
Sold out
93
Shares held by filers
416,448,470

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
UNITED BANK6,693$435K0.05%013F-HRTimeline
Revisor Wealth Management LLC6,320$434K0.15%+3,14713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,661$433K0.01%+98313F-HRTimelineGroup
McCollum Christoferson Group LLC6,645$432K0.12%+2,11613F-HRTimeline
TD Waterhouse Canada Inc.6,455$431K<0.01%+1,22813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,588$428K<0.01%new13F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC6,582$428K0.26%-50013F-HRTimeline
A4 Wealth Advisors LLC6,563$427K0.36%13F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC6,556$426K0.24%013F-HRTimeline
Rathbones Group PLC6,544$425K<0.01%-56813F-HRTimeline
Composition Wealth, LLC6,540$425K0.01%+1,45513F-HRTimeline
JGP Wealth Management, LLC6,167$424K0.05%+2,54813F-HRTimeline
FIRST MANHATTAN CO. LLC.6,516$424K<0.01%new13F-HRTimeline
DT Investment Partners, LLC6,499$422K0.04%+1,19513F-HRTimeline
Watchman Group, Inc.6,487$422K0.1%new13F-HRTimeline
GWN SECURITIES INC.6,477$421K0.1%+38513F-HRTimeline
JDH Wealth Management, LLC6,444$419K0.3%+14713F-HRTimeline
1832 Asset Management L.P.6,441$419K<0.01%+38613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,407$416K0.06%+2,57713F-HRTimeline
Wealth Group Ltd6,394$416K0.1%+2,37813F-HRTimeline
Aspiring Ventures, LLC6,373$414K0.15%+1,02013F-HRTimeline
Ignite Planners, LLC6,354$413K0.07%+1,39513F-HRTimeline
TRUST POINT INC.6,344$412K0.03%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP6,339$412K0.06%+1,20113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,338$412K0.04%013F-HRTimelineGroup
Holistic Financial Partners6,337$412K0.17%013F-HRTimeline
Krilogy Financial LLC6,971$411K0.02%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,299$409K0.01%+1,96513F-HRTimeline
Regal Investment Advisors LLC6,290$409K0.03%-8413F-HRTimeline
MN Wealth Advisors, LLC6,266$407K0.22%+2,41813F-HRTimeline
Sunbelt Securities, Inc.6,249$406K0.03%new13F-HRTimeline
Narus Financial Partners, LLC6,210$404K0.11%+2,34013F-HR/ATimeline
SARD WEALTH MANAGEMENT GROUP, LLC6,151$400K0.23%+23113F-HRTimeline
COZAD ASSET MANAGEMENT INC6,121$398K0.03%+1,34413F-HRTimeline
Mainstream Capital Management LLC6,118$398K0.26%+1,71813F-HRTimeline
JB Capital LLC6,114$397K0.02%new13F-HRTimeline
Destiny Capital Corp/CO6,090$396K0.22%+2,59913F-HRTimeline
PITTENGER & ANDERSON INC6,021$391K0.01%+38513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,005$390K0.1%+1,21413F-HRTimeline
Aft, Forsyth & Sober, LLC6,000$390K0.12%new13F-HRTimeline
Commonwealth Retirement Investments LLC6,000$390K0.13%+2,00013F-HRTimeline
Suncoast Equity Management5,984$389K0.04%+50013F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,972$388K0.02%+27213F-HRTimeline
Patton Albertson Miller Group, LLC5,971$388K0.05%new13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC5,968$388K0.04%+41413F-HRTimeline
Princeton Global Asset Management LLC5,953$387K0.06%-1,00013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,947$387K0.07%-13413F-HRTimelineGroup
RMR Wealth Builders5,923$385K0.03%new13F-HRTimeline
WINCAP FINANCIAL LLC5,921$385K0.27%+97513F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,900$384K0.12%+7513F-HRTimeline
Moran Wealth Management, LLC5,897$383K0.01%+2,53213F-HRTimeline
Caitlin John, LLC5,893$383K0.27%-46713F-HRTimeline
First City Capital Management, Inc.5,876$382K0.21%new13F-HRTimeline
Cascades Capital Asset Management, LLC5,855$381K0.17%new13F-HRTimeline
DMC Group, LLC5,835$379K0.26%-48413F-HRTimeline
Spinnaker Investment Group, LLC5,799$377K0.07%+2,46113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,795$377K0.02%new13F-HRTimelineGroup
IAG Wealth Partners, LLC5,791$376K0.05%+4,15513F-HRTimeline
Sigma Planning Corp5,790$376K0.01%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,788$376K0.04%+41513F-HRTimeline
Cassia Capital Partners, LLC5,772$375K0.2%new13F-HRTimeline
Optivise Advisory Services LLC5,761$374K0.22%-1,71913F-HRTimeline
FSM Wealth Advisors, LLC5,742$373K0.05%+88313F-HRTimeline
ALERUS FINANCIAL NA5,741$373K0.02%013F-HRTimeline
Performance Wealth Partners, LLC5,686$370K0.01%new13F-HRTimeline
Retirement Planning Co of New England, …5,645$367K0.15%+2213F-HRTimeline
XML Financial, LLC5,631$366K0.03%+2,23413F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,575$362K0.03%new13F-HRTimeline
Seelaus Asset Management LLC5,519$359K0.28%+23013F-HR/ATimeline
Westmount Partners, LLC5,353$357K0.09%new13F-HRTimeline
Hibernia Wealth Partners, LLC5,493$357K0.23%-10,95613F-HRTimeline
Permanent Capital Management, LP5,493$357K0.07%13F-HRTimeline
Citrine Capital LLC5,486$357K0.17%-9,08713F-HRTimeline
Capstone Financial Advisors, Inc.5,485$357K0.02%new13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC5,478$356K0.11%new13F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,458$355K<0.01%+94113F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC5,450$354K0.22%+1,75013F-HRTimeline
Samalin Investment Counsel, LLC5,447$354K0.12%+17913F-HRTimeline
BURNEY CO/5,445$354K0.01%new13F-HRTimeline
Crescent Grove Advisors, LLC5,425$353K0.03%-3,58513F-HRTimeline
Peak Planning Group, LLC5,420$352K0.18%+23813F-HRTimeline
Hamilton Wealth, LLC5,413$352K0.07%+2513F-HRTimeline
Fortitude Family Office, LLC5,406$351K0.1%new13F-HRTimeline
Bridgewater Advisors Inc.6,133$351K0.02%+33413F-HRTimeline
Thrive Wealth Management, LLC5,395$351K0.05%new13F-HRTimeline
CLG LLC5,377$350K0.1%+1,65313F-HRTimeline
Claret Asset Management Corp5,375$349K0.04%013F-HRTimeline
Paradiem, LLC5,367$349K0.08%new13F-HRTimeline
CERTUITY, LLC5,360$348K0.02%-9113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC5,359$348K0.25%013F-HRTimeline
Vawter Financial, Ltd.5,327$346K0.16%new13F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,323$345K0.02%+17213F-HRTimeline
JT Stratford LLC5,305$345K0.05%+1,27413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,301$345K0.08%new13F-HRTimeline
Holcombe Financial, Inc.5,290$344K0.24%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,280$343K0.12%+3013F-HRTimeline
McLean Asset Management Corp4,812$343K0.07%013F-HRTimeline
Financial Security Advisor, Inc.5,265$342K0.07%013F-HRTimeline
Global Financial Private Client, LLC5,237$340K0.12%+35413F-HRTimeline
Sentry LLC5,235$340K0.08%013F-HRTimeline
Purus Wealth Management, LLC5,218$339K0.11%+1,31913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,217$339K0.01%+93513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc5,216$339K0.12%+39413F-HRTimeline
PINNACLE ASSOCIATES LTD5,213$339K<0.01%-89213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,212$339K0.04%new13F-HRTimeline
Stonebridge Financial Group, LLC5,196$338K0.03%+17713F-HRTimeline
Harvest Investment Services, LLC5,182$337K0.07%new13F-HRTimeline
Lokken Investment Group LLC5,181$337K0.12%+1,20213F-HRTimeline
Narwhal Capital Management5,171$336K0.02%+36013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,153$335K0.1%+44313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…5,151$335K0.11%+19213F-HRTimelineGroup
NORTHEAST INVESTMENT MANAGEMENT5,150$335K0.01%+1,00013F-HRTimeline
Matisse Capital5,144$334K0.15%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.5,130$333K0.05%new13F-HRTimeline
Stone House Investment Management, LLC5,120$333K0.06%+85813F-HRTimeline
Financial Advocates Investment Manageme…5,113$332K0.19%-1,37413F-HRTimeline
HOEY INVESTMENTS, INC5,095$331K0.04%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,086$331K0.03%+97513F-HRTimelineGroup
Perissos Private Wealth Management, LLC5,039$328K0.24%new13F-HRTimeline
North Capital, Inc.5,038$327K0.25%+5,03213F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC5,000$325K0.04%+1,50013F-HRTimeline
Provident Wealth Management, LLC5,000$325K0.1%013F-HRTimeline
Unique Wealth Strategies, LLC5,000$325K0.13%013F-HRTimeline
LRI Investments, LLC5,000$325K0.03%013F-HRTimeline
Rollins Financial Advisors, LLC4,999$325K0.05%+90213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,997$325K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,983$324K0.01%-2,57313F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,971$323K0.08%new13F-HRTimeline
L2 Asset Management, LLC4,968$323K0.05%013F-HRTimeline
Apriem Advisors4,944$321K0.03%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,933$321K0.12%+1,19113F-HRTimeline
Axecap Investments, LLC4,931$321K0.2%+313F-HRTimeline
NavPoint Financial, Inc.4,927$320K0.17%013F-HRTimeline
DAVENPORT & Co LLC4,924$320K<0.01%+67813F-HRTimeline
AssuredPartners Investment Advisors, LLC4,892$318K0.07%-4,95013F-HRTimeline
WEALTHGARDEN F.S. LLC5,042$317K0.23%-19113F-HRTimeline
Swisher Financial Concepts, Inc.4,879$317K0.19%-1,04213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,874$317K0.01%+3113F-HRTimeline
Nautilus Advisors LLC4,854$316K0.21%013F-HRTimeline
Meadowbrook Wealth Management, LLC4,850$315K0.33%13F-HRTimeline
Integrated Capital Management, LLC4,808$314K0.14%+71513F-HRTimeline
Roundview Capital LLC4,828$314K0.02%new13F-HRTimeline
Malaga Cove Capital, LLC4,825$314K0.11%013F-HRTimeline
NerdWallet Wealth Partners, LLC4,803$312K0.15%13F-HRTimeline
Bravias Capital Group, LLC4,788$311K0.21%new13F-HRTimeline
Fusion Capital, LLC4,993$311K0.09%+17813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,776$310K<0.01%new13F-HRTimeline
Verdence Capital Advisors LLC4,752$310K0.02%-1,95913F-HRTimeline
Canal Capital Management, LLC4,760$309K0.05%-20613F-HRTimeline
Tortoise Investment Management, LLC4,755$309K0.03%013F-HRTimeline
1ST SOURCE BANK4,750$309K0.02%+30013F-HRTimeline
ACT Advisors, LLC.4,736$308K0.12%013F-HRTimeline
FISHMAN JAY A LTD/MI4,735$308K0.03%013F-HRTimeline
Headlands Technologies LLC4,695$305K0.02%+4,37113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,690$305K0.04%+54513F-HRTimeline
LGL PARTNERS, LLC4,660$303K0.13%013F-HRTimeline
Sonoma Allocations LLC4,909$302K0.11%13F-HRTimeline
Whelan Financial4,638$301K0.1%new13F-HRTimeline
4WEALTH ADVISORS, INC.4,633$301K0.28%+70413F-HRTimeline
Dynamic Technology Lab Private Ltd4,634$301K0.05%-11,91613F-HRTimeline
Fragasso Financial Advisors Inc4,292$300K0.02%+69413F-HRTimeline
Silicon Valley Capital Partners4,606$299K0.03%-2,00013F-HRTimeline
INSTRUMENTAL WEALTH, LLC4,941$298K0.21%new13F-HRTimeline
Burns Matteson Capital Management, LLC4,578$298K0.12%+58813F-HRTimeline
United Asset Strategies, Inc.4,574$297K0.02%+25713F-HRTimeline
HOWE & RUSLING INC4,568$297K0.02%-1,63313F-HRTimeline
Disciplined Investors, L.L.C.4,564$297K0.21%+53513F-HRTimeline
BlueStem Wealth Partners, LLC4,562$297K0.03%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.4,544$295K0.17%+10413F-HRTimeline
Strategic Advocates LLC4,540$295K0.08%+93813F-HRTimeline
Fortis Group Advisors, LLC4,723$294K0.05%+1,44013F-HRTimeline
Welch Group, LLC4,524$294K0.01%new13F-HRTimeline
One Wealth Management Investment & Advi…4,522$294K0.34%new13F-HRTimeline
SageView Advisory Group, LLC4,521$294K0.01%+1,43313F-HRTimeline
Mascagni Wealth Management, Inc.4,486$292K0.23%+35713F-HRTimeline
Alliance Wealth Advisors, LLC4,482$291K0.15%+7513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,463$290K0.1%new13F-HRTimeline
Kenora Financial, LLC4,463$290K0.1%013F-HRTimeline
DURANTE & WATERS, LLC4,460$290K0.21%+50013F-HRTimeline
EMORY UNIVERSITY4,450$289K0.18%013F-HRTimeline
Bare Financial Services, Inc4,450$289K0.09%+513F-HRTimeline
Atlas Legacy Advisors, LLC4,449$289K0.06%new13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,432$288K0.03%new13F-HRTimelineGroup
Prospera Financial Services Inc4,427$288K<0.01%new13F-HRTimeline
Soltis Investment Advisors LLC4,404$286K0.02%+76413F-HRTimeline
Kathmere Capital Management, LLC4,404$286K0.02%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,403$286K0.02%-28913F-HRTimelineGroup
Flaharty Asset Management, LLC4,399$286K0.04%-8,17613F-HRTimeline
Symphony Financial, Ltd. Co.4,407$286K0.03%+3,38813F-HRTimeline
L & S Advisors Inc4,390$285K0.03%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC4,387$285K0.07%+40813F-HRTimeline
American Financial Advisors, LLC4,380$285K0.04%new13F-HRTimeline
Haven Private, LLC4,367$284K0.13%new13F-HRTimeline
Beacon Bank & Trust4,366$284K0.06%013F-HRTimeline
PROMETHIUM ADVISORS,LLC4,360$283K0.16%013F-HRTimeline
Discipline Wealth Solutions, LLC4,343$282K0.07%new13F-HRTimeline
Tradewinds, LLC.4,335$282K0.07%new13F-HRTimeline
Blue Edge Capital, LLC4,331$282K0.04%+95813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,331$282K0.02%+713F-HRTimelineGroup
James J. Burns & Company, LLC4,319$281K0.04%new13F-HRTimeline