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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,542 managers (1,556 13F filers) reported a position in IBIT shares at 2026-03-31, 343,258,069 shares in all. 133 filers opened a position and 247 filers sold out during the quarter.

Managers
1,542
13F filers
1,556
New
133
Added
772
Reduced
398
Sold out
247
Shares held by filers
343,258,069

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WEALTHGARDEN F.S. LLC9,015$346K0.24%+2,76613F-HRTimeline
KEB ASSET MANAGEMENT, LLC9,015$346K0.07%013F-HRTimeline
Everhart Financial Group, Inc.8,996$346K0.03%+1,93613F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,948$344K0.01%+71913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…8,900$342K0.04%new13F-HRTimelineGroup
Gilbert & Cook, Inc.8,887$341K0.04%+95613F-HRTimeline
Callan Family Office, LLC8,876$341K0.01%-69013F-HRTimeline
Sunburst Financial Group, LLC8,867$341K0.07%+1,33413F-HR/ATimeline
CJM Wealth Advisers, Ltd.8,861$340K0.1%013F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…8,858$340K0.25%013F-HRTimelineGroup
Third View Private Wealth, LLC8,857$340K0.05%-17713F-HRTimeline
Cushing Capital Partners, LLC8,821$339K0.26%-4613F-HRTimeline
Greenline Partners, LLC8,812$339K0.04%+1,99513F-HRTimeline
WILLNER & HELLER, LLC8,786$338K0.25%013F-HRTimeline
Ranch Capital Advisors Inc.8,764$337K0.12%-1,83513F-HRTimeline
NATIONAL MUTUAL FUNDS MANAGEMENT LTD8,760$337K100%+3,72513F-HRTimeline
Midwest Financial Group LLC8,721$335K0.14%-81913F-HRTimeline
Sunbelt Securities, Inc.8,693$334K0.02%+1,08913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,691$334K0.02%+2,42913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC8,691$334K0.03%new13F-HRTimeline
ATX Financial Planning, LLC8,661$333K0.25%-2513F-HRTimeline
Investment Partners Asset Management, I…8,658$333K0.21%-20013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC8,646$332K0.01%+65013F-HRTimeline
Midwest Financial Partners Investments,…8,630$332K0.18%new13F-HRTimeline
Falcon Wealth Planning8,616$331K0.02%+3,14413F-HRTimeline
Arrowroot Family Office, LLC8,598$330K0.11%+81613F-HR/ATimeline
JNBA Financial Advisors8,589$330K0.03%013F-HRTimeline
Riggs Asset Managment Co. Inc.8,546$328K0.07%new13F-HRTimeline
Optas, LLC8,544$328K0.05%+4,27213F-HRTimeline
Kingsbury Capital Investment Advisors L…8,536$328K0.31%13F-HRTimeline
Wealth Group Ltd8,535$328K0.07%-4,38913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…8,530$328K0.01%+1,90013F-HRTimelineGroup
Crew Capital Management, Ltd8,490$326K0.22%+25613F-HRTimeline
Salomon & Ludwin, LLC8,545$324K0.03%+1,54113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,395$323K0.07%+1,15213F-HRTimeline
Black Diamond Financial, LLC8,381$322K0.04%-49813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,378$322K<0.01%-93,97213F-HRTimelineGroup
Crewe Advisors LLC8,347$321K0.03%+16813F-HRTimeline
WINCAP FINANCIAL LLC8,322$320K0.21%+1,63013F-HRTimeline
Mainstream Capital Management LLC8,284$318K0.21%013F-HRTimeline
FSA Investment Group, LLC8,239$317K0.13%-14,41213F-HRTimeline
Perennial Advisors, LLC8,155$313K0.05%-1,26013F-HRTimeline
Noble Wealth Management PBC8,155$313K0.16%+8,15013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,150$313K0.09%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding8,150$313K-17,282Timeline
Blue Trust, Inc.8,142$313K<0.01%+9313F-HRTimeline
Westmount Partners, LLC8,135$313K0.08%+3,39913F-HRTimeline
MAYPORT, LLC8,119$312K0.06%013F-HRTimeline
Flaharty Asset Management, LLC8,116$312K0.04%-2,19713F-HRTimeline
RMR Wealth Builders8,108$312K0.02%-19813F-HRTimeline
Performance Wealth Partners, LLC8,104$311K0.01%+89513F-HRTimeline
OAKWORTH CAPITAL, INC.8,078$310K0.02%013F-HRTimeline
Permanent Capital Management, LP7,142$309K0.05%+1,37513F-HRTimeline
Synergy Investment Management, LLC8,032$309K0.1%+3,45913F-HRTimeline
Wealth Management Partners, LLC8,015$308K0.09%+1,46913F-HRTimeline
Shepherd Financial Partners LLC7,998$307K0.03%+3,57813F-HRTimeline
Linscomb Wealth, Inc.7,985$307K0.01%new13F-HRTimeline
Detalus Advisors, LLC7,970$306K0.07%+18913F-HRTimeline
Atlas Legacy Advisors, LLC7,879$306K0.06%new13F-HRTimeline
Chemistry Wealth Management LLC7,935$305K0.05%new13F-HRTimeline
Legacy Wealth Partners, LLC7,885$303K0.08%+93413F-HRTimeline
Destiny Wealth Partners, LLC7,845$301K0.03%new13F-HRTimeline
CMH Wealth Management LLC7,799$300K0.05%new13F-HRTimeline
Quantum Financial Planning Services, In…7,773$299K0.11%+2413F-HRTimeline
Fortis Capital Management LLC7,754$298K0.04%-1213F-HRTimeline
Golden State Wealth Management, LLC7,718$297K0.03%-1,45213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT7,671$295K0.06%+30713F-HRTimeline
Magnolia Private Wealth, LLC7,659$294K0.2%+1,16313F-HRTimeline
Riverpoint Wealth Management Holdings, …7,658$294K0.06%+13613F-HRTimeline
PUREfi Wealth, LLC7,593$292K0.19%+3,19313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV7,569$291K0.08%+29913F-HRTimeline
Greenwich Wealth Management LLC7,511$289K0.01%-1,72513F-HRTimeline
Operose Advisors LLC7,497$288K0.07%+1,44613F-HRTimeline
Acropolis Investment Management, LLC7,477$287K0.01%+84513F-HRTimeline
1832 Asset Management L.P.7,456$286K<0.01%-83013F-HRTimeline
CERTUITY, LLC7,455$286K0.02%+1,06013F-HRTimeline
Chesley Taft & Associates LLC7,450$286K0.01%013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,447$286K0.15%-23913F-HRTimeline
Aspen Grove Capital, LLC7,446$286K0.06%+2,51113F-HRTimeline
NorthCoast Asset Management LLC7,420$285K0.01%-46913F-HRTimeline
Fire Capital Management LLC7,418$285K0.13%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,415$285K0.01%-9,45113F-HRTimeline
Greenhouse Wealth Management, LLC7,413$285K0.18%-16013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC7,361$283K0.01%new13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC7,339$282K0.07%+1,57413F-HRTimeline
Redhawk Wealth Advisors, Inc.7,320$281K0.03%+1,79513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,319$281K0.01%+413F-HRTimeline
JGP Wealth Management, LLC7,292$280K0.03%+10513F-HRTimeline
Benin Management CORP7,270$279K0.06%+6013F-HRTimeline
Global Financial Private Client, LLC7,236$278K0.09%-54813F-HRTimeline
Schrum Private Wealth Management LLC7,225$278K0.21%+5213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,221$277K0.09%-1013F-HRTimeline
MONECO ADVISORS, LLC7,183$276K0.02%+80013F-HRTimeline
Brand Asset Management Group, Inc.7,180$276K0.07%new13F-HRTimeline
Asempa Wealth Advisors7,133$276K0.24%+59613F-HRTimeline
Blue Chip Partners, LLC7,150$275K0.02%new13F-HRTimeline
Essential Investment Partners LLC7,147$275K0.25%-2,37513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,145$275K0.02%+3,06013F-HRTimelineGroup
FourThought Financial Partners, LLC7,130$274K0.02%-91513F-HRTimeline
Blue Edge Capital, LLC7,083$272K0.04%+1,34813F-HRTimeline
LGL PARTNERS, LLC7,078$272K0.11%+2,09113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,056$271K0.02%-12613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,030$270K0.01%+1,55713F-HRTimeline
Ruggiero Investments, Inc.7,011$269K0.26%-1,40413F-HRTimeline
Naviter Wealth, LLC6,985$268K0.03%-51013F-HRTimeline
MN Wealth Advisors, LLC6,971$268K0.13%+10013F-HRTimeline
AssuredPartners Investment Advisors, LLC6,776$268K0.03%+37313F-HRTimeline
SevenBridge Financial Group, LLC5,976$267K0.04%-10,93813F-HRTimeline
Integrated Capital Management, LLC6,958$267K0.11%+1,98413F-HRTimeline
RB Capital Management, LLC6,925$266K0.06%+1,49413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC6,908$265K0.09%-22213F-HRTimeline
STOCK YARDS BANK & TRUST CO6,878$264K0.01%new13F-HRTimeline
Crumly & Associates Inc.6,876$264K0.06%new13F-HRTimeline
Balboa Wealth Partners6,841$263K0.04%+1,45713F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.6,817$262K0.02%+1,05013F-HRTimeline
TD Waterhouse Canada Inc.6,772$261K<0.01%+1,48613F-HRTimeline
XY Planning Network, Inc.6,754$261K0.04%+2,14713F-HRTimeline
Astra Wealth Partners LLC6,788$261K0.16%-3,10013F-HRTimeline
Robertson Stephens Wealth Management, L…6,757$260K0.01%-1,86713F-HRTimeline
Crescent Grove Advisors, LLC6,735$259K0.03%new13F-HRTimeline
United Asset Strategies, Inc.6,734$259K0.02%+81913F-HRTimeline
Cascade Financial Partners, LLC6,704$258K0.03%+64013F-HRTimeline
Aspire Growth Partners LLC6,699$257K0.18%-75013F-HRTimeline
POWER WEALTH MANAGEMENT LLC6,696$257K0.1%013F-HRTimeline
FWG Holdings, LLC6,510$257K0.1%-4,84913F-HRTimeline
UNITED BANK6,693$257K0.03%013F-HRTimeline
CFO4Life Group, LLC6,682$257K0.04%+7513F-HRTimeline
Collaborative Wealth Managment Inc.6,634$255K0.12%+1,56213F-HRTimeline
DAVENPORT & Co LLC6,609$254K<0.01%+21113F-HRTimeline
Sidoxia Capital Management, LLC6,608$254K0.22%13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,588$253K<0.01%-12513F-HRTimelineGroup
Strategic Financial Planning, Inc.11,176$253K0.15%new13F-HRTimeline
J. Derek Lewis & Associates Inc.6,568$252K0.06%-8,48413F-HR/ATimeline
Symphony Financial, Ltd. Co.6,573$252K0.03%+1,83713F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC6,556$252K0.13%013F-HRTimeline
Integrated Wealth Management6,550$252K0.29%+1,31613F-HRTimeline
Independent Wealth Network Inc.6,532$251K0.07%new13F-HRTimeline
MBA Advisors LLC6,498$250K0.1%+1,05513F-HRTimeline
Taylor & Morgan Wealth Management, LLC6,486$249K0.14%-1,02013F-HRTimeline
Diesslin Group, Inc.6,479$249K0.11%013F-HRTimeline
LaSalle St. Investment Advisors, LLC6,470$249K0.04%-4,17213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…6,393$246K<0.01%-17013F-HRTimeline
Krilogy Financial LLC5,748$246K0.01%-3,40213F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC6,376$245K0.13%+4613F-HRTimeline
Hopwood Nicholas Hunter6,371$245K0.08%+1,52213F-HRTimeline
TRUST POINT INC.6,344$244K0.02%013F-HRTimeline
North Star Investment Management Corp.6,340$244K0.01%+34013F-HRTimeline
Holistic Financial Partners6,337$243K0.09%013F-HRTimeline
Mascagni Wealth Management, Inc.6,326$243K0.17%-7013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,315$243K0.02%+1,50113F-HRTimeline
WP Advisors, LLC6,303$242K0.06%-84913F-HRTimeline
August Group Capital Ltd6,299$242K0.28%+39813F-HRTimeline
JDH Wealth Management, LLC6,297$242K0.16%-14713F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC6,293$242K0.09%+75013F-HRTimelineGroup
BOKF, NAin group BOKF, NA6,275$241K<0.01%+58013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.6,262$241K0.03%+1,95813F-HRTimeline
PDS Planning, Inc6,251$240K0.02%new13F-HRTimeline
Quattro Advisors LLC6,250$240K0.21%-39113F-HRTimeline
FSM Wealth Advisors, LLC6,243$240K0.03%-36813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,224$239K<0.01%+59913F-HRTimeline
Tortoise Investment Management, LLC6,222$239K0.02%+67713F-HRTimeline
Allen Mooney & Barnes Investment Adviso…6,218$239K0.03%+2,06513F-HRTimeline
Legacy Financial Strategies, LLC6,202$238K0.04%+82513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,169$237K0.01%+82513F-HRTimeline
Significant Wealth Partners LLC6,165$237K0.29%new13F-HRTimeline
Princeton Global Asset Management LLC6,138$236K0.04%+80513F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,106$235K0.04%+17513F-HRTimelineGroup
Silicon Valley Capital Partners6,106$235K0.02%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,100$234K0.02%-6513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP6,090$234K0.01%+55613F-HRTimeline
Integrity Investment Advisors, LLC6,067$233K0.13%new13F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,060$233K0.01%+8813F-HRTimeline
Custos Family Office, LLC6,013$231K0.16%new13F-HRTimeline
Fusion Capital, LLC5,993$230K0.06%+1,00013F-HRTimeline
6th Street Advisors, LLC5,978$230K0.14%13F-HRTimeline
Patton Albertson Miller Group, LLC5,971$229K0.03%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,949$229K0.07%+1,13413F-HRTimeline
Presidio Capital Management, LLC5,923$228K0.07%+1,50413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,933$227K0.01%013F-HRTimeline
OLIO Financial Planning5,902$227K0.06%+52713F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,900$227K0.07%013F-HRTimeline
Spinnaker Investment Group, LLC5,886$226K0.05%-92713F-HRTimeline
LCM Capital Management Inc5,880$226K0.11%-1,94013F-HRTimeline
Coastline Complete Wealth LLC5,832$224K0.14%-1,18113F-HRTimeline
JMG Financial Group, Ltd.5,825$224K0.01%+48513F-HRTimeline
MBE Wealth Management, LLC5,823$224K0.09%-75913F-HRTimeline
Aspirean Wealth, LLC5,808$223K0.24%-50613F-HRTimeline
MSH Capital Advisors LLC5,797$223K0.05%+1013F-HRTimeline
1ST SOURCE BANK5,750$221K0.01%+72513F-HRTimeline
First City Capital Management, Inc.5,731$220K0.12%+90013F-HRTimeline
Abundance Wealth Counselors5,727$220K0.03%new13F-HRTimeline
HOWE & RUSLING INC5,720$220K0.01%new13F-HRTimeline
GC Wealth Management RIA, LLC5,679$218K0.01%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.5,636$217K<0.01%-3,50013F-HRTimeline
WEXFORD CAPITAL LP5,632$216K0.04%new13F-HRTimeline
ARWA LLC5,269$216K0.11%new13F-HRTimeline
Twelve Points Wealth Management LLC5,608$215K0.05%new13F-HRTimeline
ArchPoint Investors5,589$215K0.05%013F-HRTimeline
N.E.W. Advisory Services LLC5,542$213K0.02%+33813F-HRTimeline
Meridian Wealth Advisors, LLC5,534$213K0.03%-52613F-HRTimeline