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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,654 managers (1,667 13F filers) reported a position in IBIT shares at 2025-12-31, 379,693,163 shares in all. 150 filers opened a position and 240 filers sold out during the quarter.

Managers
1,654
13F filers
1,667
New
150
Added
794
Reduced
395
Sold out
240
Shares held by filers
379,693,163

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Morling Financial Advisors, LLC8,329$414K0.13%+4,86813F-HRTimeline
RMR Wealth Builders8,306$412K0.03%+2,38313F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC8,304$412K0.06%13F-HRTimeline
1832 Asset Management L.P.8,286$411K<0.01%+1,84513F-HRTimeline
Mainstream Capital Management LLC8,284$411K0.27%+2,16613F-HRTimeline
KWB Wealth8,269$411K0.04%+4,55813F-HRTimeline
FORONJY FINANCIAL LLC8,239$409K0.17%-50413F-HRTimeline
Crew Capital Management, Ltd8,234$409K0.26%-7213F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,229$409K0.01%+4,27113F-HRTimeline
Altus Wealth Group LLC8,203$407K0.16%+87713F-HRTimeline
Crewe Advisors LLC8,179$406K0.04%+7,03113F-HRTimeline
Fortis Group Advisors, LLC8,539$406K0.07%+3,81613F-HRTimeline
Zinnia Wealth Advisory, LLC8,158$405K0.44%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,155$405K<0.01%013F-HR/ATimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.8,150$405K0.12%+40013F-HRTimeline
MAYPORT, LLC8,119$403K0.08%+3513F-HRTimeline
OAKWORTH CAPITAL, INC.8,078$401K0.02%-1,44713F-HRTimeline
VICUS CAPITAL8,065$400K0.03%-98613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC8,059$400K0.02%+22013F-HRTimelineGroup
Blue Trust, Inc.8,049$400K<0.01%+68813F-HRTimeline
FourThought Financial Partners, LLC8,045$399K0.03%013F-HRTimeline
Cornerstone Planning Group LLC7,889$398K0.06%+49413F-HRTimeline
4WEALTH ADVISORS, INC.7,998$397K0.34%+3,36513F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,996$397K0.01%+1613F-HRTimeline
Whalen Wealth Management Inc.7,978$396K0.21%-9,33513F-HRTimeline
Advisor Resource Council8,950$396K0.14%new13F-HRTimeline
Gilbert & Cook, Inc.7,931$394K0.05%+19613F-HRTimeline
FARMERS TRUST CO7,893$392K0.06%-88513F-HRTimeline
NorthCoast Asset Management LLC7,889$392K0.01%-26,98013F-HRTimeline
Rehmann Capital Advisory Group7,857$390K0.02%+54613F-HRTimeline
Prosperity Consulting Group, LLC7,828$389K0.02%new13F-HRTimeline
Orland Properties Ltdin group Orland Properties Ltd7,825$389K0.07%-31913F-HRTimelineGroup
LCM Capital Management Inc7,820$388K0.19%-12,46013F-HRTimeline
Global Financial Private Client, LLC7,784$386K0.14%+2,54713F-HRTimeline
Arrowroot Family Office, LLC7,782$386K0.14%+84813F-HRTimeline
Detalus Advisors, LLC7,781$386K0.09%+78913F-HRTimeline
Fortis Capital Management LLC7,766$386K0.05%-3,81713F-HRTimeline
Momentum Wealth Planning, LLC7,761$385K0.3%-15,78913F-HRTimeline
Quantum Financial Planning Services, In…7,749$385K0.14%new13F-HRTimeline
IAG Wealth Partners, LLC7,748$385K0.04%+1,95713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,686$382K0.17%+17913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,606$378K0.06%13F-HRTimeline
Sunbelt Securities, Inc.7,604$378K0.03%+1,35513F-HRTimeline
Greenhouse Wealth Management, LLC7,573$376K0.22%+26013F-HRTimeline
Cassaday & Co Wealth Management LLC7,547$375K0.01%-24,36213F-HRTimeline
Centennial Advisors, LLC7,545$375K0.49%13F-HRTimeline
Salomon & Ludwin, LLC7,004$374K0.03%-1,16913F-HRTimeline
Sunburst Financial Group, LLC7,533$374K0.08%+47513F-HRTimeline
Riverpoint Wealth Management Holdings, …7,522$373K0.08%+5213F-HRTimeline
Accurate Wealth Management, LLC7,291$373K0.05%-6013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…7,504$373K<0.01%+4,29113F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC7,506$373K0.21%+92413F-HRTimeline
Naviter Wealth, LLC7,495$372K0.05%-17013F-HRTimeline
Suncoast Equity Management7,484$372K0.04%+1,50013F-HR/ATimeline
Chesley Taft & Associates LLC7,450$370K0.01%new13F-HRTimeline
Aspire Growth Partners LLC7,449$370K0.26%+8613F-HRTimeline
Fire Capital Management LLC7,418$368K0.18%+15013F-HRTimeline
Entelevest, LLC7,411$368K0.38%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…7,232$367K0.08%-26,13113F-HRTimeline
SJS Investment Consulting Inc.7,379$366K0.05%-4,57113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT7,364$366K0.07%+11213F-HRTimeline
Van Hulzen Asset Management, LLC7,349$365K0.03%+59613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC7,130$365K0.13%-10,37813F-HRTimeline
Rossby Financial, LCC7,325$364K0.11%+2513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,315$363K0.01%+3,28513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,311$363K<0.01%-2,70513F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV7,270$361K0.1%-11,20613F-HRTimeline
Capstone Financial Advisors, Inc.7,261$361K0.02%+1,77613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,243$360K0.08%+1,23813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,231$359K0.11%-1313F-HRTimeline
Benin Management CORP7,210$358K0.08%-8013F-HRTimeline
Performance Wealth Partners, LLC7,209$358K0.01%+1,52313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,182$358K0.02%-3513F-HRTimeline
Alchemi Wealth, LLC7,191$357K0.2%13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC7,190$357K0.12%-47013F-HRTimeline
JGP Wealth Management, LLC7,187$357K0.04%+1,02013F-HRTimeline
Schrum Private Wealth Management LLC7,173$356K0.26%-55113F-HRTimeline
WP Advisors, LLC7,152$355K0.09%-5,50313F-HRTimeline
Exit Wealth Advisors, LLC.7,142$355K0.21%-15,67913F-HRTimeline
Brooklyn Investment Group7,118$351K0.02%new13F-HRTimeline
Everhart Financial Group, Inc.7,060$351K0.03%+413F-HRTimeline
Vestmark Advisory Solutions, Inc.7,056$350K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,056$350K0.02%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…7,028$349K0.08%+2,05713F-HRTimeline
Coastline Complete Wealth LLC7,013$348K0.22%13F-HRTimeline
Legacy Wealth Partners, LLC6,951$345K0.09%13F-HRTimeline
Basecamp Wealth Advisors LLC6,921$344K0.07%13F-HRTimeline
Forefront Wealth Partners, LLC6,886$342K0.16%-7,73113F-HRTimeline
MN Wealth Advisors, LLC6,871$341K0.17%+60513F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT6,825$339K0.02%-135,17513F-HRTimeline
Greenline Partners, LLC6,817$338K0.04%+3,46613F-HRTimeline
Spinnaker Investment Group, LLC6,813$338K0.06%+1,01413F-HRTimeline
Advisory Alpha, LLC6,782$337K0.01%+33513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,713$333K<0.01%+12513F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC6,696$332K0.12%new13F-HRTimeline
UNITED BANK6,693$332K0.04%013F-HRTimeline
WINCAP FINANCIAL LLC6,692$332K0.23%+77113F-HRTimeline
Independent Advisor Alliance6,685$332K0.01%+2,67213F-HRTimeline
Quattro Advisors LLC6,641$330K0.26%13F-HRTimeline
AdvisorNet Financial, Inc6,638$330K0.02%-8,93713F-HRTimeline
Acropolis Investment Management, LLC6,632$329K0.01%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…6,630$329K0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.6,614$328K0.03%-1,16713F-HRTimeline
FSM Wealth Advisors, LLC6,611$328K0.04%+86913F-HRTimeline
Cardinal Point Capital Management ULC6,610$328K0.02%-91513F-HRTimeline
CFO4Life Group, LLC6,607$328K0.05%-33013F-HRTimeline
MBE Wealth Management, LLC6,582$327K0.14%-1,94613F-HRTimeline
MIdWestOne Financial Group, Inc.6,568$326K0.04%-60013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,563$326K<0.01%-2,00813F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC6,556$326K0.16%013F-HRTimeline
Wealth Management Partners, LLC6,546$325K0.09%-1,67713F-HRTimeline
Asempa Wealth Advisors6,537$325K0.28%13F-HRTimeline
DT Investment Partners, LLC6,514$323K0.03%+1513F-HRTimeline
Magnolia Private Wealth, LLC6,496$323K0.23%new13F-HRTimeline
Diesslin Group, Inc.6,479$322K0.13%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,476$322K0.03%-238,66613F-HRTimelineGroup
JDH Wealth Management, LLC6,444$320K0.22%013F-HRTimeline
AssuredPartners Investment Advisors, LLC6,403$318K0.05%+1,51113F-HRTimeline
DAVENPORT & Co LLC6,398$318K<0.01%+1,47413F-HRTimeline
Mascagni Wealth Management, Inc.6,396$318K0.24%+1,91013F-HRTimeline
CERTUITY, LLC6,395$318K0.02%+1,03513F-HRTimeline
MONECO ADVISORS, LLC6,383$317K0.03%+2,35713F-HRTimeline
TRUST POINT INC.6,344$315K0.02%013F-HRTimeline
Blue Line Capital, LLC / IL6,340$315K0.37%13F-HRTimeline
Holistic Financial Partners6,337$315K0.11%013F-HRTimeline
Old Mission Investment Co LLC6,333$314K0.08%+2,21613F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC6,330$314K0.17%+17913F-HRTimeline
Aspirean Wealth, LLC6,314$313K0.34%13F-HRTimeline
Arcus Capital Partners, LLC6,279$312K0.11%new13F-HRTimeline
Meixler Investment Management, Ltd.6,271$311K0.19%-84013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,262$311K0.02%-69113F-HRTimeline
WEALTHGARDEN F.S. LLC6,249$310K0.2%+1,20713F-HRTimeline
Financial Security Advisor, Inc.6,240$310K0.06%+97513F-HRTimeline
Riverview Capital Advisers, LLC6,165$306K0.09%-27,78313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,165$306K0.03%+37713F-HRTimeline
Cambridge Financial Group, LLC6,065$306K0.11%-18,01213F-HRTimeline
Silicon Valley Capital Partners6,106$303K0.03%+1,50013F-HRTimeline
BlueStem Wealth Partners, LLC6,071$301K0.03%+1,50913F-HRTimeline
Cascade Financial Partners, LLC6,064$301K0.03%-1,90313F-HRTimeline
Meridian Wealth Advisors, LLC6,060$301K0.04%+2,10513F-HRTimeline
Operose Advisors LLC6,051$300K0.07%+5,48713F-HRTimeline
Reliant Wealth Planning6,042$300K0.09%new13F-HRTimeline
North Star Investment Management Corp.6,000$298K0.02%+1,68513F-HRTimeline
Aft, Forsyth & Sober, LLC6,000$298K0.09%013F-HRTimeline
Wilmar Advisors LLC6,000$298K0.23%-9,00013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,996$298K-5,268Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,989$297K<0.01%new13F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC5,972$297K0.02%013F-HRTimeline
Patton Albertson Miller Group, LLC5,971$296K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,937$295K0.01%+3,30813F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,931$294K0.05%-1613F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,933$294K0.02%+61013F-HRTimeline
United Asset Strategies, Inc.5,915$294K0.02%+1,34113F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.5,902$293K0.05%+77213F-HRTimeline
August Group Capital Ltd5,901$293K0.33%13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,900$293K0.09%013F-HRTimeline
Redwood Family Wealth LLC5,899$293K0.29%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,858$291K<0.01%+40013F-HRTimelineGroup
Armbruster Capital Management, Inc.5,843$290K0.05%-9,39513F-HRTimeline
BURNEY CO/5,834$290K0.01%+38913F-HRTimeline
COZAD ASSET MANAGEMENT INC5,821$289K0.02%-30013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …5,402$289K0.15%new13F-HRTimeline
MSH Capital Advisors LLC5,787$287K0.06%-1,67213F-HRTimeline
Balance Wealth Partners LLC5,768$286K0.09%+1,67413F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.5,767$286K0.02%-2,72613F-HRTimeline
Permanent Capital Management, LP5,767$286K0.06%+27413F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,765$286K0.08%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,760$286K0.1%-1,29713F-HRTimeline
Whitener Capital Management, Inc.5,736$285K0.06%new13F-HRTimeline
Blue Edge Capital, LLC5,735$285K0.04%+1,40413F-HRTimeline
SFG Wealth Management, LLC.5,713$284K0.11%-2,25413F-HRTimeline
Stonebridge Financial Group, LLC5,710$284K0.02%+51413F-HRTimeline
BOKF, NAin group BOKF, NA5,695$283K<0.01%+5,00013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC5,694$283K0.01%+82013F-HRTimeline
Select Asset Management & Trust5,655$281K0.09%+2,18213F-HRTimeline
DURANTE & WATERS, LLC5,635$280K0.2%+1,17513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT5,625$279K<0.01%+84913F-HRTimeline
ZEGA Investments, LLC5,620$279K0.05%+1,31913F-HRTimeline
Canal Capital Management, LLC5,615$279K0.04%+85513F-HRTimeline
McLean Asset Management Corp5,012$278K0.05%+20013F-HRTimeline
ArchPoint Investors5,589$277K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,573$277K<0.01%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,565$276K0.02%-1013F-HRTimeline
Tortoise Investment Management, LLC5,545$275K0.02%+79013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding5,543$275K-795Timeline
KLINGENSTEIN FIELDS & CO LP5,534$275K0.01%+1,62313F-HRTimeline
Redhawk Wealth Advisors, Inc.5,525$274K0.03%-2,27513F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC5,525$274K0.12%new13F-HRTimeline
Seelaus Asset Management LLC5,519$274K0.22%013F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV5,107$274K0.25%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,473$272K0.01%+1,60313F-HRTimeline
Falcon Wealth Planning5,472$272K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC5,458$271K0.02%+2,06913F-HRTimeline
Glass Jacobson Investment Advisors llc5,448$271K0.1%+23213F-HRTimeline
MBA Advisors LLC5,443$270K0.11%+1,41913F-HRTimeline
CLG LLC5,432$270K0.07%+5513F-HRTimeline
RB Capital Management, LLC5,431$270K0.05%new13F-HRTimeline
Fortis Capital Advisors, LLC5,417$269K0.04%-1,43513F-HRTimeline
Hilton Capital Management, LLC5,395$268K0.02%new13F-HRTimeline
Holcombe Financial, Inc.5,390$268K0.17%+10013F-HRTimeline