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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
LGT Financial Advisors LLC2,445$150K0.38%+4213F-HRTimeline
Game Plan Financial Advisors, LLC2,427$149K0.06%+73513F-HRTimeline
Glen Eagle Advisors, LLC2,397$147K0.02%-32513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,387$146K<0.01%+1,65713F-HRTimelineGroup
Cedar Mountain Advisors, LLC2,347$144K0.03%013F-HRTimeline
SOA Wealth Advisors, LLC.2,320$142K0.03%+71313F-HRTimeline
Bernard Wealth Management Corp.2,300$141K0.07%+5013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,280$139K<0.01%new13F-HRTimelineGroup
Gen-Wealth Partners Inc2,270$139K0.05%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,214$136K0.01%013F-HRTimeline
Creekmur Asset Management LLC2,149$132K0.02%+57713F-HRTimeline
LANARK FINANCIAL, INC.2,151$131K0.01%+30013F-HRTimeline
EMC Capital Management2,143$131K0.07%new13F-HRTimeline
Transce3nd, LLC2,103$129K0.05%+2,07113F-HRTimeline
Horrell Capital Management, Inc.2,100$129K0.05%+39413F-HRTimeline
Global Wealth Strategies & Associates2,093$128K0.04%-44413F-HRTimeline
Innovative Advisory Group, LLC2,035$125K0.11%+20013F-HRTimeline
Bruce G. Allen Investments, LLC2,030$124K0.09%+75813F-HRTimeline
Plante Moran Financial Advisors, LLC1,939$119K0.01%-8913F-HRTimeline
Vermillion Wealth Management, Inc.1,928$118K0.06%013F-HRTimeline
Brooklyn Investment Group1,887$116K0.02%new13F-HR/ATimeline
Fairway Wealth LLC1,819$110K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,803$110K<0.01%-613F-HRTimeline
S.A. Mason LLC1,800$110K0.05%013F-HRTimeline
WealthTrak Capital Management LLC1,784$109K0.09%+65613F-HRTimeline
Trifecta Capital Advisors, LLC1,765$108K0.02%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,735$106K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,715$105K<0.01%+19813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVOLUTION WEALTH MANAGEMENT INC.1,685$103K0.13%13F-HRTimeline
BFSG, LLC1,657$101K0.01%+82513F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1,640$100K0.04%new13F-HRTimeline
IAG Wealth Partners, LLC1,636$100K0.01%+10713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,629$99.7K0.04%-20013F-HRTimeline
Indiana Trust & Investment Management Co1,580$96.7K0.03%013F-HRTimeline
Nemes Rush Group LLC1,579$96.7K0.01%-1,00313F-HRTimeline
VSM Wealth Advisory, LLC1,576$96.5K0.03%new13F-HRTimeline
Horizons Wealth Management1,553$95.1K0.07%new13F-HRTimeline
Parkside Financial Bank & Trust1,543$94.4K0.01%+35013F-HRTimeline
Bogart Wealth, LLC1,535$94K<0.01%+10013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,521$93.1K<0.01%013F-HRTimeline
Smithfield Trust Co1,506$93K<0.01%013F-HRTimeline
Orion Capital Management LLC1,507$92.2K0.04%-1,70013F-HRTimeline
Opal Wealth Advisors, LLC1,463$89.6K0.02%+41113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,370$83.9K<0.01%+1,25013F-HRTimelineGroup
Beacon Capital Management, LLC1,357$83.1K0.01%+83713F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,350$83K0.01%013F-HRTimelineGroup
Cornerstone National Bank & Trust Co1,355$82.9K0.04%+1,00013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,295$79.3K0.03%+4413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,290$79K<0.01%013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC1,285$78.7K0.07%013F-HRTimeline
Winthrop Capital Management, LLC1,273$78K0.02%+20013F-HRTimeline
CITY HOLDING CO1,263$77.3K0.01%+54513F-HRTimeline
West Financial Advisors, LLC1,228$75.2K0.01%013F-HRTimeline
Avion Wealth1,223$74K0.02%+12313F-HR/ATimeline
Bank of New Hampshire1,182$72.3K0.02%013F-HRTimeline
HM PAYSON & CO1,176$72K<0.01%+20013F-HRTimeline
Private Wealth Asset Management, LLC1,150$70.4K0.01%new13F-HRTimeline
Kiker Wealth Management, LLC1,118$68.4K0.04%-3413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,116$68K<0.01%new13F-HRTimelineGroup
New England Capital Financial Advisors …1,109$67.9K0.03%+27713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,100$67.3K0.01%+15013F-HRTimeline
Stephens Consulting, LLC1,099$67.3K0.02%+91013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,095$67K<0.01%013F-HRTimeline
Grove Bank & Trust1,060$64.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,055$64.6K0.02%-1,90013F-HRTimeline
Luminist Capital LLC1,078$64.5K0.06%-5513F-HRTimeline
Perkins Coie Trust Co1,045$64K0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,025$62.7K0.03%new13F-HRTimeline
Luken Investment Analytics, LLC1,000$61.2K0.03%013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,000$61.2K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC993$60.8K0.03%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…993$60.8K0.03%-9613F-HRTimelineGroup
Christopher J. Hasenberg, Inc993$60.8K0.02%+4713F-HRTimeline
UNION SAVINGS BANK903$59.9K0.03%013F-HRTimeline
Scarborough Advisors, LLC906$55.5K0.01%new13F-HRTimeline
Front Row Advisors LLC900$55.1K0.02%013F-HRTimeline
CURIO WEALTH, LLC889$54.4K0.02%+88813F-HRTimeline
Park Place Capital Corp891$53.3K0.01%013F-HRTimeline
HighMark Wealth Management LLC850$52K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC850$52K0.01%+16013F-HRTimelineGroup
GW&K Investment Management, LLC857$52K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH830$50.8K0.02%new13F-HRTimeline
GeoWealth Management, LLC816$49.9K<0.01%-17413F-HRTimeline
Graney & King, LLC812$49.7K0.03%013F-HRTimeline
Crewe Advisors LLC792$48.5K0.01%-6,52413F-HRTimeline
Harbor Asset Planning, Inc.788$48.2K0.05%13F-HRTimeline
TD Capital Management LLC781$47.8K<0.01%+14513F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI750$45.9K0.01%new13F-HRTimeline
Millstone Evans Group, LLC716$43.8K0.03%013F-HRTimeline
McIlrath & Eck, LLC701$42.9K<0.01%+16313F-HRTimeline
BOKF, NAin group BOKF, NA695$42.5K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC682$41.7K0.03%-20613F-HRTimeline
Berbice Capital Management LLC680$41.6K0.03%+8013F-HRTimeline
Hughes Financial Services, LLC619$40.6K0.01%+38113F-HRTimeline
Medallion Wealth Advisors, LLC664$39.7K0.02%+6413F-HRTimeline
Fairscale Capital, LLC590$39.1K0.03%013F-HRTimeline
Smallwood Wealth Investment Management,…639$39.1K0.02%+213F-HRTimeline
Team Financial Group, LLC637$39K0.02%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…634$38.8K0.01%+41413F-HRTimeline
VISION FINANCIAL MARKETS LLC614$37.6K0.04%013F-HRTimeline
Binnacle Investments Inc600$36.7K0.02%+30013F-HRTimeline
American Capital Advisory, LLC553$33.9K0.02%013F-HRTimeline
WFA of San Diego, LLC550$33.7K0.02%13F-HRTimeline
Semmax Financial Advisors Inc.493$32.6K0.01%+28413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC518$31.7K0.02%013F-HRTimeline
Accredited Wealth Management, LLC515$31.5K0.03%-13513F-HRTimeline
GHP Investment Advisors, Inc.513$31.4K<0.01%+13213F-HRTimeline
United Community Bankin group United Community Bank500$30.6K0.01%new13F-HRTimelineGroup
RMG Wealth Management LLC445$29.7K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC482$29.5K<0.01%+44713F-HRTimeline
LFA - Lugano Financial Advisors SA470$28.8K0.02%+15013F-HRTimeline
Founders Capital Management469$28.7K0.02%+13813F-HRTimeline
GPS Wealth Strategies Group, LLC464$28.4K<0.01%+8013F-HRTimeline
GoalVest Advisory LLC454$27.8K0.01%013F-HRTimeline
Tidemark, LLC449$27.5K0.01%+25013F-HRTimeline
Financial Network Wealth Advisors LLC447$27.4K0.03%013F-HRTimeline
Signature Resources Capital Management,…445$27.2K0.02%+20013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.440$26.9K0.02%new13F-HRTimeline
CoreCap Advisors, LLC423$25.9K<0.01%-1313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$24.5K0.01%-6513F-HRTimeline
Heritage Wealth Advisors395$24.2K<0.01%013F-HRTimeline
Westend Capital Management, LLC381$23.3K0.01%+32313F-HRTimeline
Nalls Sherbakoff Group, LLC369$22.6K0.02%013F-HRTimeline
St. Johns Investment Management Company…355$21.7K0.01%new13F-HRTimeline
Coastline Trust Co350$21.4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MTM Investment Management, LLC347$21.2K0.01%new13F-HRTimeline
DAGCO, INC.335$20.5K0.01%013F-HRTimeline
Uniplan Investment Counsel, Inc.333$20.4K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC333$20.4K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC328$20.1K<0.01%013F-HRTimeline
Headlands Technologies LLC324$19.8K<0.01%-29,90213F-HRTimeline
PFS Partners, LLC323$19.8K0.01%013F-HRTimeline
FMR LLCin group FMR LLC322$19.7K<0.01%-913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.321$19.6K0.01%+14813F-HRTimeline
Centricity Wealth Management, LLC318$19.5K0.02%+26813F-HRTimeline
Wood Tarver Financial Group, LLC322$19K0.01%013F-HRTimeline
Kilter Group LLC300$18.4K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…291$17.8K0.01%+10013F-HRTimeline
Putney Financial Group LLC285$17.4K0.02%013F-HR/ATimeline
Roble, Belko & Company, Inc259$16K<0.01%+5113F-HRTimeline
IFS Advisors, LLC260$15.9K0.01%013F-HRTimeline
Breakwater Investment Management253$15.5K0.01%013F-HRTimeline
REAP Financial Group, LLC250$15.3K<0.01%-18013F-HRTimeline
Promus Capital, LLC250$15.3K0.01%013F-HR/ATimeline
Bulwark Capital Corp242$14.8K0.01%13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV240$14.7K0.01%013F-HRTimeline
Hartford Financial Management Inc.235$14.4K<0.01%013F-HRTimeline
Friedenthal Financial220$13.5K0.01%013F-HRTimeline
Valued Wealth Advisors LLC211$12.9K0.01%013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC209$12.8K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC206$12.6K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC201$12.3K<0.01%013F-HRTimeline
Perritt Capital Management Inc200$12.2K0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC200$12.2K<0.01%new13F-HRTimeline
Essential Partners LLC195$11.9K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.192$11.8K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC189$11.6K<0.01%new13F-HRTimeline
JNBA Financial Advisors175$10.7K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC175$10.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co174$10.7K<0.01%+3413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST163$9.98K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…161$9.86K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC160$9.79K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.160$9.79K0.01%new13F-HRTimeline
New Millennium Group LLC156$9.55K0.01%013F-HRTimeline
Strengthening Families & Communities, L…203$9.5K0.01%new13F-HRTimeline
Westside Investment Management, Inc.155$9.49K<0.01%013F-HRTimeline
JDM Financial Group LLC155$9.49K<0.01%+9313F-HRTimeline
Tradewinds Capital Management, LLC150$9.18K<0.01%new13F-HRTimeline
CNB Bank150$9.18K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC150$9.18K<0.01%013F-HRTimeline
Anchor Investment Management, LLC145$8.88K<0.01%+613F-HRTimeline
Sound Income Strategies, LLC145$8.88K<0.01%+313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC140$8.57K<0.01%-1013F-HRTimeline
Iron Horse Wealth Management, LLC130$7.96K<0.01%new13F-HRTimeline
Financial Perspectives, Inc125$7.65K<0.01%+2213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC122$7.47K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management117$7.16K<0.01%+2513F-HRTimelineGroup
CKW FINANCIAL GROUP110$7K<0.01%013F-HRTimeline
NewSquare Capital LLC110$6.73K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT104$6.37K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC100$6.12K0.01%013F-HRTimeline
Global Trust Asset Management, LLC100$6.12K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$6.12K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.100$6.12K<0.01%new13F-HRTimeline
GAMMA Investing LLC100$6.12K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC100$6.12K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc100$6K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC96$5.88K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA92$5.63K<0.01%-6513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.85$5.2K<0.01%013F-HRTimeline
Redwood Park Advisors LLC85$5.2K<0.01%013F-HRTimeline
Clearstead Trust, LLC84$5.14K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.80$4.9K<0.01%new13F-HRTimeline
Ravenstone Capital Management Inc.80$4.9K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…72$4.41K<0.01%-5413F-HRTimeline
MorganRosel Wealth Management, LLC67$4.1K<0.01%013F-HRTimeline
Roxbury Financial LLC57$3.49K<0.01%-6913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…54$3.33K<0.01%-4613F-HRTimeline
Northwest Capital Management Inc52$3.18K<0.01%013F-HRTimeline