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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
PINNACLE ASSOCIATES LTD5,385$267K<0.01%+17213F-HRTimeline
Balboa Wealth Partners5,384$267K0.04%new13F-HRTimeline
Claret Asset Management Corp5,375$267K0.03%013F-HRTimeline
Legacy Financial Strategies, LLC5,377$267K0.05%+1,08013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC5,375$267K<0.01%+1,70013F-HRTimelineGroup
OLIO Financial Planning5,375$267K0.07%+1,11513F-HRTimeline
Millington Financial Advisors, LLC6,719$267K0.12%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,362$266K0.02%new13F-HR/ATimeline
Retirement Planning Co of New England, …5,347$265K0.11%-29813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,344$265K0.01%-288,77713F-HRTimeline
JMG Financial Group, Ltd.5,340$265K0.01%-2,98613F-HRTimeline
Princeton Global Asset Management LLC5,333$265K0.04%-62013F-HRTimeline
XML Financial, LLC5,330$265K0.02%-30113F-HRTimeline
Vawter Financial, Ltd.5,327$264K0.11%013F-HR/ATimeline
Harvest Investment Services, LLC5,321$264K0.05%+13913F-HRTimeline
Signature Wealth Management Group5,307$263K0.11%+1,83613F-HRTimeline
Keystone Financial Services5,284$262K0.08%+1,74213F-HRTimeline
TD Waterhouse Canada Inc.5,286$262K<0.01%-1,16913F-HRTimeline
James J. Burns & Company, LLC5,280$262K0.04%+96113F-HRTimeline
Cogent Private Wealth, Inc.5,266$261K0.2%13F-HRTimeline
City State Bank5,250$261K0.07%-8,04013F-HRTimeline
TBH Global Asset Management, LLC5,240$260K0.04%+1,06613F-HRTimeline
Integrated Wealth Management5,234$260K0.29%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,207$259K0.08%+74413F-HRTimeline
N.E.W. Advisory Services LLC5,204$258K0.02%+2,45713F-HRTimeline
Purus Wealth Management, LLC5,195$258K0.08%-2313F-HRTimeline
Signature Equity Partners, LLC5,169$257K0.14%13F-HRTimeline
Cedarwood Wealth LLC5,164$256K0.29%13F-HRTimeline
Melia Wealth LLC5,151$256K0.12%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC5,150$256K0.16%-30013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC5,134$255K0.02%13F-HRTimeline
Goelzer Investment Management, Inc.5,132$255K0.01%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC5,130$255K0.09%+19713F-HRTimeline
Physician Wealth Advisors, Inc.5,107$254K0.04%+98213F-HRTimeline
Malaga Cove Capital, LLC5,107$254K0.09%+28213F-HRTimeline
HOEY INVESTMENTS, INC5,095$253K0.03%013F-HRTimeline
Collaborative Wealth Managment Inc.5,072$252K0.09%new13F-HRTimeline
Thrive Wealth Management, LLC5,067$252K0.04%-32813F-HRTimeline
NATIONAL MUTUAL FUNDS MANAGEMENT LTD5,035$251K100%13F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC5,044$250K0.03%new13F-HRTimeline
Madrid Wealth Management, LLC5,036$250K0.2%13F-HRTimeline
OBSIDIAN CIO, LLC5,032$250K0.37%-83,35713F-HRTimeline
1ST SOURCE BANK5,025$249K0.01%+27513F-HRTimeline
Mesirow Financial Investment Management…5,014$249K0.01%-3,89613F-HRTimeline
Provident Wealth Management, LLC5,000$248K0.07%013F-HRTimeline
Mathes Company, Inc.5,000$248K0.09%new13F-HRTimeline
Fusion Capital, LLC4,993$248K0.07%013F-HRTimeline
LGL PARTNERS, LLC4,987$248K0.11%+32713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,983$247K0.01%013F-HRTimelineGroup
Integrated Capital Management, LLC4,974$247K0.11%+16613F-HRTimeline
L2 Asset Management, LLC4,968$247K0.03%013F-HRTimeline
Apriem Advisors4,944$245K0.02%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC4,942$245K0.03%-1,02613F-HRTimeline
Donor Advised Charitable Giving, Inc.4,940$245K0.01%new13F-HRTimeline
Aspen Grove Capital, LLC4,935$245K0.04%new13F-HRTimeline
Tradewinds, LLC.4,935$245K0.06%+60013F-HRTimeline
Indivisible Partners4,925$245K0.03%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,870$242K<0.01%+1,01013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC4,869$242K0.07%-28413F-HRTimeline
Nautilus Advisors LLC4,854$241K0.16%013F-HRTimeline
Hopwood Nicholas Hunter4,849$241K0.08%13F-HRTimeline
First City Capital Management, Inc.4,831$240K0.13%-1,04513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,815$239K0.08%+1,68613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,814$239K0.02%+1,18013F-HRTimeline
Mach-1 Financial Group, LLC4,808$239K0.05%new13F-HRTimeline
NerdWallet Wealth Partners, LLC4,807$239K0.11%+413F-HRTimeline
Amplius Wealth Advisors, LLC4,806$239K0.02%new13F-HRTimeline
Whelan Financial4,801$238K0.07%+16313F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,750$236K0.04%+89313F-HRTimeline
Symphony Financial, Ltd. Co.4,736$235K0.03%+32913F-HRTimeline
GatePass Capital, LLC4,738$235K0.12%+57713F-HRTimeline
Artesa Financial Group, LLC4,737$235K0.24%13F-HRTimeline
Westmount Partners, LLC4,736$235K0.06%-61713F-HRTimeline
FISHMAN JAY A LTD/MI4,735$235K0.02%013F-HRTimeline
Quantum Portfolio Management LLC4,731$235K0.1%-3,09513F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,719$234K0.01%+1,46713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC4,715$234K0.07%-58613F-HRTimeline
Safeguard Investment Advisory Group, LLC4,690$233K0.06%+30313F-HRTimeline
Financial Planning Navigators CORP4,656$231K0.11%13F-HRTimeline
Zuckerman Investment Group, LLC4,652$231K0.02%-8,27913F-HRTimeline
Cadia Private Client LLC4,642$230K0.18%13F-HRTimeline
American Financial Advisors, LLC4,639$230K0.03%+25913F-HRTimeline
Alliance Wealth Advisors, LLC4,632$230K0.11%+15013F-HRTimeline
K.J. Harrison & Partners Inc4,628$230K0.03%-30,60013F-HRTimeline
MRA Advisory Group4,622$229K0.1%-2,91213F-HRTimeline
XY Planning Network, Inc.4,607$229K0.04%+82513F-HRTimeline
CEERA INVESTMENTS, LLC4,600$228K0.09%+77513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.4,600$228K0.06%+1,10313F-HRTimeline
Ellenbecker Investment Group4,593$228K0.03%+1,40913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC4,585$228K0.01%-10,13413F-HRTimeline
Thompson David Blair4,577$227K0.13%13F-HRTimeline
Synergy Investment Management, LLC4,573$227K0.08%new13F-HRTimeline
Valmark Advisers, Inc.4,566$227K<0.01%+54813F-HRTimeline
Nadler Financial Group, Inc.4,556$226K0.02%new13F-HRTimeline
SageView Advisory Group, LLC4,528$225K0.01%+713F-HRTimeline
Helium Advisors LLC4,527$225K0.23%+1,40913F-HRTimeline
Swisher Financial Concepts, Inc.4,525$225K0.13%-35413F-HRTimeline
COFG Advisors, LLC4,523$225K0.06%13F-HRTimeline
Bare Financial Services, Inc4,522$225K0.06%+7213F-HRTimeline
SeaBridge Investment Advisors LLC4,496$223K0.04%new13F-HRTimeline
Matisse Capital4,496$223K0.1%-64813F-HRTimeline
PROMETHIUM ADVISORS,LLC4,490$223K0.12%+13013F-HRTimeline
Verdence Capital Advisors LLC4,490$223K0.01%-26213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,484$223K0.02%+29413F-HRTimeline
Patriot Financial Group Insurance Agenc…4,476$222K0.03%new13F-HRTimeline
TCI Wealth Advisors, Inc.4,467$222K0.01%+1,14113F-HRTimeline
ORBA Wealth Advisors, L.L.C.4,454$221K0.19%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,452$221K<0.01%-76513F-HRTimelineGroup
EMORY UNIVERSITY4,450$221K0.14%013F-HRTimeline
Rollins Financial Advisors, LLC4,448$221K0.03%-55113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,432$220K0.03%013F-HRTimelineGroup
Shepherd Financial Partners LLC4,420$219K0.02%new13F-HRTimeline
FIRST UNITED BANK & TRUST4,419$219K0.07%-13,41013F-HRTimeline
Presidio Capital Management, LLC4,419$219K0.07%+67013F-HRTimeline
Regency Capital Management Inc.\DE4,410$219K0.09%-3,85013F-HRTimeline
Segment Wealth Management, LLC4,400$218K0.01%new13F-HRTimeline
PUREfi Wealth, LLC4,400$218K0.17%+40013F-HRTimeline
Bernardo Wealth Planning LLC4,389$218K0.04%+38213F-HRTimeline
Family Office Research LLC4,401$217K0.09%-6,25013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,372$217K0.13%+60013F-HRTimeline
Beacon Bank & Trust4,366$217K0.04%013F-HRTimeline
ENZI WEALTH3,909$217K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton4,346$216K0.04%+15513F-HRTimeline
TRUST CO OF VERMONT4,334$215K0.01%+27113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,331$215K0.01%013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC4,322$215K0.03%new13F-HRTimeline
Fragasso Financial Advisors Inc4,316$214K0.01%+2413F-HRTimeline
Shelter Rock Management, LLC4,309$214K0.21%13F-HRTimeline
Mattern Wealth Management LLC4,306$214K0.04%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.4,304$214K0.03%+20013F-HRTimeline
MYECFO, LLC4,304$214K0.09%new13F-HRTimeline
Glaxis Capital Management, LLC4,300$213K0.37%-54,00013F-HRTimeline
CHANNEL WEALTH LLC4,293$213K0.05%+23313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC4,284$213K0.01%new13F-HRTimeline
Cadent Capital Advisors, LLC4,276$212K0.06%+51513F-HRTimeline
Optas, LLC4,272$212K0.03%013F-HRTimeline
Glenview Trust Co4,266$212K<0.01%+1,06613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,256$211K0.03%-2,08313F-HRTimeline
Saxony Capital Management, LLC4,254$211K0.13%new13F-HRTimeline
55 North Private Wealth, LLC4,250$211K0.06%13F-HRTimeline
Intellectus Partners, LLC4,241$211K0.04%new13F-HRTimeline
DecisionPoint Financial, LLC4,238$210K0.05%+6313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,227$210K0.01%013F-HRTimeline
Welch Group, LLC4,224$210K0.01%-30013F-HRTimeline
Pacific Asset Management, LLC4,222$210K0.13%new13F-HRTimeline
Investment Advisory Group, LLC4,202$209K0.05%+60413F-HRTimeline
Financial Partners Group, Inc4,367$207K0.02%new13F-HRTimeline
Ground Swell Capital, LLC4,157$206K0.42%new13F-HRTimeline
Diligent Investors, LLC4,153$206K0.05%+22313F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,153$206K0.03%new13F-HRTimeline
Stone House Investment Management, LLC4,148$206K0.03%-97213F-HRTimeline
DMC Group, LLC4,147$206K0.14%-1,68813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC4,147$206K0.09%new13F-HRTimeline
Town & Country Bank & Trust CO dba Firs…4,145$206K0.07%+78013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC4,111$204K0.13%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,097$203K0.01%new13F-HRTimeline
Strong Retirement Solutions LLC4,091$203K0.14%13F-HRTimeline
Future Financial Wealth Managment LLC4,000$203K0.14%+95013F-HRTimeline
TLS Advisors LLC4,087$203K0.53%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,085$203K0.02%-1,00113F-HRTimelineGroup
Empire Financial Management Company, LLC4,079$203K0.04%+35013F-HRTimeline
William Howard & Co Financial Advisors …4,076$202K0.17%+43813F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,073$202K0.05%+1,17313F-HRTimeline
Lewis Asset Management, LLC4,068$202K0.08%new13F-HRTimeline
South Shore Capital Advisors4,066$202K0.15%13F-HRTimeline
Canvas Wealth Advisors, LLC4,065$202K0.03%new13F-HRTimeline
Oasis Advisors, LLC4,063$202K0.11%13F-HRTimeline
Austin Wealth Management, LLC3,913$202K0.03%-12,71113F-HRTimeline
Total Wealth Planning & Management, Inc.4,048$201K0.16%13F-HRTimeline
MinichMacGregor Wealth Management, LLC4,039$201K0.04%+31013F-HRTimeline
Miller Financial Services LLC4,035$200K0.23%new13F-HRTimeline
Franchise GP Ltd3,993$199K0.22%13F-HRTimeline
Smallwood Wealth Investment Management,…4,001$199K0.1%+3,36213F-HRTimeline
IMG Wealth Management, Inc.3,840$191K0.12%013F-HRTimeline
Strategic Advocates LLC3,813$190K0.05%-72713F-HRTimeline
Beaird Harris Wealth Management, LLC3,664$182K0.01%+1,05013F-HRTimeline
Titan Wealth (CI) Ltdin group Titan Investment Solutions Ltd3,664$182K0.07%13F-HRTimelineGroup
Leverty Financial Group, LLC3,656$182K0.04%+24413F-HRTimeline
Bogart Wealth, LLC3,630$180K0.01%+1,69513F-HRTimeline
Glen Eagle Advisors, LLC3,603$179K0.02%+42313F-HRTimeline
Winch Advisory Services, LLC3,537$176K0.04%013F-HRTimeline
Mechanics Financial Corp3,500$174K0.06%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,500$174K0.02%013F-HRTimelineGroup
Sankala Group LLC4,542$169K0.14%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,321$164K0.02%-82213F-HRTimeline
Avion Wealth3,285$163K0.03%+3,28413F-HRTimeline
REAP Financial Group, LLC3,266$162K0.03%+2,50213F-HRTimeline
BFSG, LLC3,235$161K0.02%+27813F-HRTimeline
Parkside Financial Bank & Trust3,233$161K0.01%+1,45313F-HRTimeline
FIRST HORIZON CORP3,150$156K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC3,141$156K0.02%+70013F-HRTimeline
Private Wealth Management Group, LLC3,117$155K0.04%+37213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,109$154K0.13%+1,40313F-HRTimeline
Root Financial Partners, LLC3,039$151K0.01%-68713F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,000$149K<0.01%013F-HRTimelineGroup
Quent Capital, LLC2,977$148K0.01%+1,50013F-HRTimeline
Indiana Trust & Investment Management Co2,955$147K0.04%+1,00013F-HRTimeline
Vermillion Wealth Management, Inc.2,928$145K0.06%+1,00013F-HRTimeline
DAGCO, INC.2,830$141K0.03%new13F-HRTimeline
ENTRUST FINANCIAL LLC2,783$138K0.1%13F-HRTimeline