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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
Defined Financial Planning LLC4,005$281K0.23%-5,83913F-HRTimeline
North Star Investment Management Corp.4,315$280K0.02%+1,46613F-HRTimeline
Mattern Wealth Management LLC4,306$280K0.06%new13F-HRTimeline
ZEGA Investments, LLC4,301$280K0.06%-43,01813F-HRTimeline
Legacy Financial Strategies, LLC4,297$279K0.05%new13F-HRTimeline
DecisionPoint Financial, LLC4,175$279K0.06%+62313F-HRTimeline
Optas, LLC4,272$278K0.05%013F-HRTimeline
OLIO Financial Planning4,260$277K0.08%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska4,233$275K0.03%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC4,227$275K0.02%013F-HRTimeline
BSW Wealth Partners4,191$272K0.03%new13F-HRTimeline
Rosenberg Matthew Hamilton4,191$272K0.06%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,190$272K0.03%new13F-HRTimeline
TBH Global Asset Management, LLC4,174$271K0.05%new13F-HRTimeline
GatePass Capital, LLC4,161$270K0.16%new13F-HRTimeline
Duncan Williams Asset Management, LLC4,148$270K0.08%+38813F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,143$269K0.04%-30213F-HRTimeline
Physician Wealth Advisors, Inc.4,125$268K0.04%+1,14413F-HRTimeline
ASPIRIANT, LLC4,120$268K0.01%+213F-HRTimeline
Old Mission Investment Co LLC4,117$268K0.07%-27613F-HRTimeline
MPS Loria Financial Planners, LLC4,112$267K0.07%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC4,111$267K0.19%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC4,104$267K0.03%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.4,104$267K0.04%-1,43413F-HRTimeline
Balance Wealth Partners LLC4,094$266K0.07%+68713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,085$266K0.04%new13F-HRTimeline
TRUST CO OF VERMONT4,063$264K0.01%+8713F-HRTimeline
CHANNEL WEALTH LLC4,060$264K0.07%new13F-HRTimeline
CJM Wealth Advisers, Ltd.4,049$263K0.08%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,030$262K0.01%+75613F-HRTimeline
MONECO ADVISORS, LLC4,026$262K0.02%new13F-HRTimeline
MBA Advisors LLC4,024$262K0.11%+25913F-HRTimeline
Valmark Advisers, Inc.4,018$261K<0.01%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,661$261K0.04%+9613F-HRTimeline
Independent Advisor Alliance4,013$261K0.01%+40513F-HRTimeline
Bernardo Wealth Planning LLC4,007$260K0.05%+24113F-HRTimeline
Cottage Street Advisors LLC4,000$260K0.11%013F-HRTimeline
PUREfi Wealth, LLC4,000$260K0.2%new13F-HRTimeline
Franchise Capital Ltd3,993$260K0.11%+1,39013F-HRTimeline
Keel Point, LLC3,976$258K0.02%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,958$257K0.01%new13F-HRTimeline
Obermeyer Wealth Partners3,958$257K0.01%-1,25213F-HRTimeline
Meridian Wealth Advisors, LLC3,955$257K0.04%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.3,945$256K0.12%new13F-HRTimeline
Abundance Wealth Counselors3,932$256K0.04%+713F-HRTimeline
Diligent Investors, LLC3,930$255K0.06%new13F-HRTimeline
Founders Financial Alliance, LLC3,915$254K0.05%new13F-HRTimeline
SFE Investment Counsel3,913$254K0.04%+10013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP3,911$254K0.01%new13F-HRTimeline
STEVENS CAPITAL PARTNERS3,904$254K0.08%-713F-HRTimeline
Darden Wealth Group Inc3,882$252K0.13%+50013F-HRTimeline
Private Wealth Asset Management, LLC3,871$252K0.03%+2,72113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,870$252K0.01%new13F-HRTimeline
Well Done, LLC3,864$251K0.04%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,860$251K<0.01%013F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC3,857$251K0.04%-8,50013F-HRTimeline
IMG Wealth Management, Inc.3,840$250K0.17%+28713F-HRTimeline
Fox Hill Wealth Management3,838$249K0.12%+57013F-HRTimeline
CEERA INVESTMENTS, LLC3,825$249K0.08%013F-HRTimeline
Fortitude Advisory Group L.L.C.3,807$247K0.13%-4813F-HRTimeline
Westover Capital Advisors, LLC3,804$247K0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,800$247K<0.01%new13F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC3,772$245K0.16%013F-HRTimeline
Gilbert Capital Group, Inc.3,772$245K0.19%013F-HRTimeline
Tyche Wealth Partners LLC3,771$245K0.04%new13F-HRTimeline
Cadent Capital Advisors, LLC3,761$244K0.06%new13F-HRTimeline
Presidio Capital Management, LLC3,749$244K0.09%new13F-HRTimeline
Financial Advisors Network, Inc.3,743$243K0.03%+16213F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV3,730$242K0.07%013F-HRTimeline
MinichMacGregor Wealth Management, LLC3,729$242K0.05%+8813F-HRTimeline
Empire Financial Management Company, LLC3,729$242K0.06%013F-HRTimeline
Root Financial Partners, LLC3,726$242K0.01%new13F-HRTimeline
Centric Wealth Management3,875$241K0.05%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.3,704$241K0.11%013F-HRTimeline
ENZI WEALTH3,909$240K0.08%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC3,682$239K0.08%+14613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,675$239K<0.01%013F-HRTimelineGroup
One Wealth Advisors, LLC3,650$237K0.03%new13F-HRTimeline
Brendel Financial Advisors LLC3,646$237K0.12%new13F-HRTimeline
William Howard & Co Financial Advisors …3,638$236K0.2%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,634$236K0.02%-1,27213F-HRTimeline
VeraBank, N.A.3,630$236K0.04%new13F-HRTimeline
Rede Wealth, LLC3,628$236K0.19%new13F-HRTimeline
Eagle Bay Advisors LLC3,628$236K0.19%-1,35113F-HRTimeline
Investment Advisory Group, LLC3,598$234K0.06%013F-HRTimeline
Compass Financial Services Inc3,576$232K0.1%+10013F-HRTimeline
Aspire Capital Advisors LLC3,572$232K0.06%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO3,570$232K0.01%+29513F-HRTimeline
Powers Advisory Group, LLC3,564$232K0.09%+14913F-HRTimeline
XY Planning Network, Inc.3,782$231K0.08%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,549$231K0.02%-3913F-HRTimeline
Keystone Financial Services3,542$230K0.07%new13F-HRTimeline
Terril Brothers, Inc.3,540$230K0.07%013F-HRTimeline
Winch Advisory Services, LLC3,537$230K0.05%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,515$228K0.06%new13F-HRTimeline
Refined Wealth Management3,510$228K0.15%+2513F-HRTimeline
HARTLINE INVESTMENT CORP/3,500$228K0.02%new13F-HRTimeline
Private Capital Management, LLC3,500$228K0.02%013F-HRTimeline
Bramshill Investments, LLC3,500$228K0.02%new13F-HRTimeline
Mechanics Financial Corp3,500$228K0.09%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,500$228K0.03%013F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.3,497$227K0.06%new13F-HRTimeline
KWB Wealth3,711$227K0.03%new13F-HRTimeline
Adaptive Financial Consulting, LLC3,484$226K0.09%+613F-HRTimeline
Select Asset Management & Trust3,473$226K0.07%new13F-HRTimeline
Signature Wealth Management Group3,471$226K0.09%-2313F-HRTimeline
Morling Financial Advisors, LLC3,461$225K0.07%new13F-HRTimeline
Coastwise Capital Group, LLC3,460$225K0.16%013F-HRTimeline
DKM Wealth Management, Inc.3,459$225K0.18%-21113F-HRTimeline
Welch & Forbes LLC3,455$225K<0.01%new13F-HRTimeline
Leverty Financial Group, LLC3,412$222K0.06%new13F-HRTimeline
Pacific Sage Partners, LLC3,411$222K0.04%-1,14313F-HRTimeline
AIRE ADVISORS, LLC3,400$221K0.04%-2,27513F-HRTimeline
Plante Moran Financial Advisors, LLC3,389$220K0.01%+1,45013F-HRTimeline
ShoreHaven Wealth Partners, LLC3,386$220K0.08%new13F-HRTimeline
BAM Wealth Management, LLC3,386$220K0.17%13F-HRTimeline
Bill Few Associates, Inc.3,375$219K0.06%013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…3,365$219K0.08%-4513F-HRTimeline
Old North State Wealth Management, LLC3,360$218K0.1%new13F-HRTimeline
Greenline Partners, LLC3,351$218K0.03%+313F-HRTimeline
Mann Financial Group, Inc.3,340$217K0.21%13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,333$217K0.16%new13F-HRTimeline
TCI Wealth Advisors, Inc.3,326$216K0.01%+313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,308$215K0.02%-1,83713F-HRTimeline
Seascape Capital Management3,300$215K0.06%new13F-HRTimeline
Midwest Trust Co3,306$215K<0.01%new13F-HRTimeline
Lakewood Asset Management LLC3,305$215K0.13%new13F-HRTimeline
Atala Financial Inc3,286$214K0.13%new13F-HRTimeline
Willis Johnson & Associates, Inc.3,268$212K0.01%new13F-HRTimeline
Verum Partners LLC3,262$212K0.05%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,252$211K0.01%new13F-HRTimeline
Element Wealth, LLC3,250$211K0.09%new13F-HRTimeline
Kraft, Davis & Associates, LLC2,955$211K0.05%new13F-HRTimeline
Herold Advisors, Inc.3,227$210K0.05%-38813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…3,213$209K<0.01%+2,09713F-HRTimelineGroup
Chris Bulman Inc3,211$209K0.1%new13F-HRTimeline
Glenview Trust Co3,200$208K<0.01%new13F-HRTimeline
Ellenbecker Investment Group3,184$207K0.03%new13F-HRTimeline
Glen Eagle Advisors, LLC3,180$207K0.03%+78313F-HRTimeline
JGP Global Gestao de Recursos Ltda.3,168$206K0.12%-196,83213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,167$205K0.07%-15013F-HRTimeline
FIRST HORIZON CORP3,150$205K0.01%13F-HRTimeline
Signature Wealth Management Partners, L…3,147$205K0.11%new13F-HRTimeline
TCP Asset Management, LLC3,147$205K0.04%new13F-HRTimeline
Hollow Brook Wealth Management LLC3,138$204K0.05%new13F-HRTimeline
DEARBORN PARTNERS LLC3,133$204K0.01%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,129$203K0.07%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,124$203K0.09%new13F-HRTimeline
Helium Advisors LLC3,118$203K0.17%-2,74613F-HRTimeline
Journey Advisory Group, LLC3,111$202K0.01%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.3,109$202K0.01%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM3,106$202K0.02%new13F-HRTimelineGroup
Cornerstone Capital, Inc.3,105$202K0.02%new13F-HRTimeline
ATWOOD & PALMER INC3,100$202K0.01%new13F-HRTimeline
Integrity Investment Advisors, LLC3,080$200K0.13%new13F-HRTimeline
WHITTIER TRUST CO2,856$199K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC3,050$198K0.12%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,000$195K<0.01%013F-HRTimelineGroup
BFSG, LLC2,957$192K0.02%+1,30013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,900$188K0.01%+1,53013F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS2,900$188K0.05%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,850$185K<0.01%+33213F-HRTimeline
N.E.W. Advisory Services LLC2,747$179K0.02%-72213F-HRTimeline
Private Wealth Management Group, LLC2,745$178K0.05%+10413F-HRTimeline
Gold Investment Management Ltd.2,723$177K0.06%013F-HRTimeline
Creekmur Asset Management LLC2,711$176K0.03%+56213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,678$174K0.01%+14913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,629$171K<0.01%+82613F-HRTimeline
Lavaca Capital LLC2,629$171K0.03%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2,614$170K0.01%+40013F-HRTimeline
Reyes Financial Architecture, Inc.2,604$169K0.11%-3,72713F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,540$165K0.02%new13F-HRTimeline
JNBA Financial Advisors2,502$163K0.01%+2,32713F-HRTimeline
FINANCIAL CONSULATE, INC2,441$159K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC2,377$155K0.03%+3013F-HRTimeline
SOA Wealth Advisors, LLC.2,338$152K0.03%+1813F-HRTimeline
JPL Wealth Management, LLC2,315$150K0.04%new13F-HRTimeline
Gen-Wealth Partners Inc2,310$150K0.05%+4013F-HRTimeline
Bernard Wealth Management Corp.2,300$150K0.06%013F-HRTimeline
Global Wealth Strategies & Associates2,266$147K0.04%+17313F-HRTimeline
LANARK FINANCIAL, INC.2,259$147K0.01%+10813F-HRTimeline
Horrell Capital Management, Inc.2,251$146K0.06%+15113F-HRTimeline
Barnes Dennig Private Wealth Management…2,235$145K0.16%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,171$141K0.01%+1,70713F-HRTimeline
Fairway Wealth LLC2,158$140K0.04%+33913F-HRTimeline
Game Plan Financial Advisors, LLC2,127$138K0.06%-30013F-HRTimeline
HM PAYSON & CO2,076$135K<0.01%+90013F-HRTimeline
Dunhill Financial, LLC2,065$134K0.04%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,040$133K<0.01%-1,22413F-HRTimelineGroup
Bruce G. Allen Investments, LLC2,030$132K0.09%013F-HRTimeline
Wealth Preservation Advisors, LLC2,023$131K0.08%-5,49913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,958$127K<0.01%new13F-HRTimelineGroup
Indiana Trust & Investment Management Co1,955$127K0.04%+37513F-HRTimeline
Seneschal Advisors, LLC1,955$127K0.09%new13F-HRTimeline
Bogart Wealth, LLC1,935$126K0.01%+40013F-HRTimeline
Vermillion Wealth Management, Inc.1,928$125K0.03%013F-HRTimeline
Innovative Advisory Group, LLC1,853$120K0.08%-18213F-HRTimeline
Austin Private Wealth, LLC1,837$119K0.01%-6,79113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,835$119K0.12%+15013F-HR/ATimeline
CITY HOLDING CO1,823$118K0.01%+56013F-HRTimeline