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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

1,464 managers (1,479 13F filers) reported a position in IBIT shares at 2026-06-30, 346,070,720 shares in all. 113 filers opened a position and 195 filers sold out during the quarter.

Managers
1,464
13F filers
1,479
New
113
Added
583
Reduced
472
Sold out
195
Shares held by filers
346,070,720

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
HOLLENCREST CAPITAL MANAGEMENT3,272$109K0.01%-4,04713F-HRTimeline
REAP Financial Group, LLC3,266$109K0.02%013F-HRTimeline
One River Asset Management, LLC3,262$109K0.52%new13F-HRTimeline
Winthrop Capital Management, LLC3,211$107K0.03%-11313F-HRTimeline
Parkside Financial Bank & Trust3,196$106K0.01%+4513F-HRTimeline
FIRST HORIZON CORP3,150$105K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,119$104K<0.01%013F-HRTimeline
Stone House Investment Management, LLC3,101$103K0.01%+79413F-HRTimeline
LANARK FINANCIAL, INC.3,089$103K0.01%-10513F-HRTimeline
Lloyd Advisory Services, LLC.3,056$102K0.04%+71113F-HRTimeline
Richardson Capital Management LLC3,014$100K0.04%+2,01213F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,012$100K0.02%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,000$100K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co2,955$98.4K0.03%013F-HRTimeline
CSS LLC/IL2,922$97.3K<0.01%-59,88913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,919$97.2K<0.01%-1,55013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC2,865$95.4K<0.01%+2,41813F-HRTimeline
ENTRUST FINANCIAL LLC2,853$95K0.06%+5013F-HRTimeline
Key Capital Management, INC2,841$94.6K0.05%+1,13213F-HRTimeline
Cedar Mountain Advisors, LLC2,781$92.6K0.02%+3513F-HRTimeline
Orion Capital Management LLC2,754$91.7K0.03%013F-HRTimeline
Gold Investment Management Ltd.2,723$90.6K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,650$88.2K0.01%+1,70013F-HRTimeline
HOEY INVESTMENTS, INC2,589$86.2K0.01%-2,60613F-HRTimeline
Coastline Trust Co2,546$84.8K0.01%+35113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEST PACES ADVISORS INC.2,539$84.5K0.01%new13F-HRTimeline
Caldwell Trust Co2,509$83.5K0.01%013F-HRTimeline
JNBA Financial Advisors2,502$83.3K0.01%-6,08713F-HRTimeline
Gen-Wealth Partners Inc2,423$80.7K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,410$80.2K<0.01%-18813F-HRTimelineGroup
Wilkerson Advisory Group LLC2,321$77.3K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,318$77.2K<0.01%-6,90013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,295$76.4K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.2,287$76.1K0.03%-20013F-HRTimeline
BOKF, NAin group BOKF, NA2,275$75.7K<0.01%-4,00013F-HRTimelineGroup
Elevated Capital Advisors, LLC2,275$75.7K0.02%+73613F-HRTimeline
Horrell Capital Management, Inc.2,257$75.1K0.03%013F-HRTimeline
Atlatl Advisers LLC2,232$74.3K0.02%new13F-HRTimeline
Triumph Capital Management2,174$72.4K0.01%+6313F-HRTimeline
Markowski Investments2,158$71.8K0.02%13F-HRTimeline
Axiom Investment Management LLC2,135$71.1K0.05%013F-HRTimeline
HM PAYSON & CO2,076$69.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC2,065$68.7K0.01%013F-HRTimeline
ATWOOD & PALMER INC2,030$67.6K<0.01%+3013F-HRTimeline
Bruce G. Allen Investments, LLC2,030$67.6K0.04%013F-HRTimeline
Downshift Financial, LLC2,030$67.6K0.03%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,020$67.2K0.03%new13F-HRTimeline
CoreCap Advisors, LLC1,968$65.5K<0.01%+1,31213F-HRTimeline
StrongBox Wealth, LLC1,957$65.1K0.02%new13F-HRTimeline
Vermillion Wealth Management, Inc.1,928$64.2K0.02%-1,00213F-HRTimeline
EMC Capital Management1,643$62K0.02%13F-HRTimeline
Independence Bank of Kentucky1,836$61.1K0.01%-2,87013F-HRTimeline
Kingdom Financial Group LLC.1,827$60.8K0.02%-51813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,804$60K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,750$58.3K0.01%-16,02113F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,718$57.2K0.02%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,702$56.7K0.01%+97513F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich1,690$56.3K<0.01%013F-HRTimeline
10Elms LLP1,666$55.5K0.02%new13F-HRTimeline
Measured Wealth Private Client Group, L…1,661$55.3K0.01%013F-HRTimeline
Grove Bank & Trust1,635$54.4K0.01%013F-HRTimeline
Spurstone Advisory Services, LLC1,585$53.9K0.74%013F-HRTimeline
Front Row Advisors LLC1,475$53K0.02%+52913F-HRTimeline
Essential Investment Partners LLC1,586$52.8K0.04%-5,56113F-HRTimeline
PITTENGER & ANDERSON INC1,571$52.3K<0.01%+6513F-HRTimeline
Fairman Group, LLC1,571$52.3K0.04%013F-HRTimeline
Highland Investment Advisors LLC1,570$52.3K0.02%13F-HRTimeline
Signature Resources Capital Management,…1,554$51.7K0.02%+1,09713F-HRTimeline
Keating Financial Advisory Services, In…1,540$51.3K0.01%-5213F-HRTimeline
Smithfield Trust Co1,506$50K<0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,500$49.9K<0.01%new13F-HRTimeline
Luken Investment Analytics, LLC1,500$49.9K0.02%013F-HRTimeline
Burnham & Co LLC1,500$49.9K0.04%13F-HRTimeline
Meramec Financial Planners, LLC1,352$49.7K0.02%013F-HRTimeline
Financial Perspectives, Inc1,473$49K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,470$48.9K0.02%+47013F-HRTimeline
Osbon Capital Management LLC1,459$48.6K0.04%013F-HRTimeline
SWAN Capital LLC1,394$46.4K0.02%013F-HRTimeline
IFS Advisors, LLC1,385$46.1K0.02%+29013F-HRTimeline
Cornerstone National Bank & Trust Co1,355$46.1K0.02%013F-HRTimeline
Caitlin John, LLC1,363$45.4K0.02%-25013F-HRTimeline
Park Place Capital Corp1,360$45.3K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,321$44K0.01%+2613F-HRTimeline
Center for Financial Planning, Inc.1,300$43.3K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC1,300$43.3K0.07%13F-HRTimeline
New England Capital Financial Advisors …1,265$42.1K0.01%013F-HRTimeline
Covestor Ltd1,267$42K0.02%-5213F-HRTimeline
Bangor Savings Bank1,203$40K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,193$39.7K0.02%013F-HRTimeline
Bank of New Hampshire1,182$39.3K0.01%013F-HRTimeline
GoalVest Advisory LLC1,146$38.1K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,139$37.9K0.01%+3813F-HRTimeline
Vision Retirement, LLC1,134$37.8K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,124$37.4K0.01%-9013F-HRTimeline
CITY HOLDING CO1,115$37.1K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,076$35.8K0.01%013F-HRTimeline
Kozak & Associates, Inc.1,048$35.6K0.01%-1,87013F-HRTimeline
Commonwealth Retirement Investments LLC1,056$35.2K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,053$35.1K<0.01%013F-HRTimeline
Perkins Coie Trust Co1,045$34.8K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,045$34.8K0.02%+12113F-HRTimeline
Centerpoint Advisors, LLC1,016$34K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP996$33.7K<0.01%+28613F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.1,000$33.3K<0.01%013F-HRTimeline
NVWM, LLC977$32.5K0.01%+513F-HRTimeline
STEPH & CO975$32.5K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC950$31.6K<0.01%013F-HRTimeline
PETERSON WEALTH MANAGEMENT950$31.6K0.01%+12513F-HRTimeline
DiNuzzo Private Wealth, Inc.944$31.4K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC900$31.4K0.04%013F-HRTimeline
United Financial Planning Group LLC927$30.9K0.02%+21313F-HRTimeline
CNB Bank903$30.1K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.895$29.8K<0.01%-313F-HRTimeline
Coston, McIsaac & Partners925$29K0.01%-3,15913F-HRTimeline
GW&K Investment Management, LLC857$29K<0.01%013F-HRTimeline
LGT Financial Advisors LLC858$28.6K0.15%-3013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC850$28.3K<0.01%013F-HRTimelineGroup
Allied Private Wealth LLC800$28.2K0.02%13F-HRTimeline
Graney & King, LLC812$27K0.01%013F-HRTimeline
Heritage Wealth Advisors803$26.7K<0.01%+40813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…803$26.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…801$26.7K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.788$26.2K0.02%013F-HRTimeline
TD Capital Management LLC781$26K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC764$25.4K0.01%-18013F-HRTimeline
Game Plan Financial Advisors, LLC751$25K0.01%+55013F-HRTimeline
MATHER GROUP, LLC.723$24.1K<0.01%-33613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC722$24K0.02%-20713F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA685$22.8K<0.01%013F-HRTimelineGroup
Three Bearings Fiduciary Advisors, Inc.677$22.5K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.666$22.2K0.01%-1,40213F-HRTimeline
Birchwood Financial Partners, Inc.666$22.2K0.02%013F-HRTimeline
Oakmont Advisory Group, LLC659$21.9K0.02%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.654$21.8K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…650$21.6K0.02%+55013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.625$21K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Wealth Planning Services, Inc.603$20.1K<0.01%+913F-HRTimeline
Fairscale Capital, LLC590$19.6K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST576$19.2K<0.01%013F-HRTimeline
PFS Partners, LLC565$18.8K0.01%013F-HRTimeline
Strengthening Families & Communities, L…555$18.5K<0.01%+15513F-HRTimeline
PlanVest Financial, Inc551$18.3K0.01%013F-HRTimeline
American Capital Advisory, LLC533$17.7K0.01%-913F-HRTimeline
Global Trust Asset Management, LLC530$17.6K0.01%-30013F-HRTimeline
SITTNER & NELSON, LLC527$17.5K0.01%+20513F-HRTimeline
Hickory Point Bank & Trust525$17.5K0.01%013F-HRTimeline
Anchor Investment Management, LLC519$17.3K<0.01%-1113F-HRTimeline
SFAM, LLC516$17.2K0.01%013F-HRTimeline
Financial Life Planners480$16K0.01%013F-HRTimeline
West Branch Capital LLC479$15.9K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC477$15.9K<0.01%-65013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.475$15.8K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB472$15.7K<0.01%-95013F-HRTimeline
Founders Capital Management469$15.6K0.01%013F-HRTimeline
Tidemark, LLC449$14.9K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC447$14.9K0.02%013F-HRTimeline
Westside Investment Management, Inc.435$14.5K<0.01%+25013F-HRTimeline
LifeSteps Financial, Inc.426$14.2K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.419$13.9K<0.01%-2113F-HRTimeline
HighMark Wealth Management LLC415$13.8K<0.01%+1513F-HRTimeline
MTM Investment Management, LLC411$13.7K<0.01%+6413F-HRTimeline
CENTRAL TRUST Co409$13.6K<0.01%-29513F-HRTimeline
First Pacific Financial407$13.6K<0.01%013F-HRTimeline
Bare Financial Services, Inc404$13.4K<0.01%013F-HRTimeline
High Point Wealth Management, LLC395$13.2K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.389$12.9K<0.01%+1013F-HRTimeline
Sachetta, LLC384$12.8K0.01%013F-HRTimeline
TFC Financial Management, Inc.380$12.7K<0.01%013F-HRTimeline
Avalon Trust Co375$12.5K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC371$12.4K<0.01%013F-HRTimeline
MCF Advisors LLC369$12.3K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc355$12K<0.01%-13113F-HRTimeline
FIRST COMMUNITY TRUST NA352$11.7K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…348$11.6K<0.01%+20413F-HRTimeline
Midwest Capital Advisors, LLC333$11.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC333$11.1K0.01%-27513F-HRTimeline
MidFirst Bank331$11K<0.01%013F-HRTimeline
Lavaca Capital LLC329$11K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC328$10.9K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC325$10.8K<0.01%013F-HRTimeline
Harborfront Financial Group LLC314$10.5K0.04%13F-HRTimeline
Godfrey Financial Associates, Inc.295$9.82K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT285$9.49K<0.01%+913F-HRTimeline
Key Financial Inc280$9.32K<0.01%-2513F-HRTimeline
Essential Partners LLC271$9.02K<0.01%+8013F-HRTimeline
Bulwark Capital Corp267$8.89K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…261$8.69K<0.01%013F-HRTimelineGroup
Abound Wealth Management257$8.56K<0.01%+4113F-HRTimeline
Breakwater Investment Management253$8.42K<0.01%013F-HRTimeline
UNION SAVINGS BANK240$7.99K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC238$7.92K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC200$6.66K<0.01%+12513F-HRTimelineGroup
Hartford Financial Management Inc.200$6.66K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC200$6.66K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.197$6.56K0.01%+5113F-HRTimeline
Aventus Investment Advisors, Inc.188$6.26K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC188$6.26K<0.01%new13F-HRTimeline
Davis Capital Management182$6.06K<0.01%-39013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…193$6K<0.01%013F-HRTimeline
Manchester Capital Management LLC175$5.83K<0.01%new13F-HRTimeline