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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
WEALTHCARE CAPITAL MANAGEMENT LLC5,533$213K0.02%-3,67613F-HRTimeline
Hamilton Wealth, LLC5,528$212K0.04%-13,85813F-HR/ATimeline
MAINSAIL ASSET MANAGEMENT, LLC5,525$212K0.1%013F-HRTimeline
Financial Planning Navigators CORP5,516$212K0.09%+86013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC5,496$211K0.06%new13F-HRTimeline
Alliance Wealth Advisors, LLC5,470$210K0.1%+83813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,468$210K<0.01%-39013F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,459$210K0.06%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC5,453$210K0.21%13F-HRTimeline
Financial Security Advisor, Inc.5,436$209K0.04%-80413F-HRTimeline
Pacific Asset Management, LLC5,412$208K0.12%+1,19013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …5,400$207K0.11%-213F-HRTimeline
Claret Asset Management Corp5,375$207K0.02%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC5,375$207K<0.01%013F-HRTimelineGroup
Lantern Wealth Advisors, LLC5,371$206K0.11%new13F-HRTimeline
Retirement Planning Co of New England, …5,347$205K0.08%013F-HRTimeline
WADDELL & ASSOCIATES, LLC5,329$205K0.01%new13F-HRTimeline
Bedell Frazier Investment Counselling, …5,326$205K0.04%-14,78813F-HRTimeline
Integrity Wealth Partners, LLC5,321$204K0.18%13F-HRTimeline
ENTREWEALTH, LLC5,309$204K0.09%new13F-HRTimeline
Signature Wealth Management Group5,307$204K0.08%013F-HRTimeline
Holcombe Financial, Inc.5,290$203K0.12%-10013F-HRTimeline
Keystone Financial Services5,284$203K0.06%013F-HRTimeline
Zuckerman Investment Group, LLC5,282$203K0.02%+63013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.5,274$203K0.1%-5,72813F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC5,272$203K0.12%-4,06013F-HRTimeline
Miller Financial Services LLC5,271$203K0.23%+1,23613F-HRTimeline
Bogart Wealth, LLC5,258$202K0.01%+1,62813F-HRTimeline
Canvas Wealth Advisors, LLC5,250$202K0.03%+1,18513F-HRTimeline
HHM Wealth Advisors, LLC5,242$201K0.02%-13,18813F-HRTimeline
MPS Loria Financial Planners, LLC5,241$201K0.05%new13F-HRTimeline
Cedarwood Wealth LLC5,214$200K0.2%+5013F-HRTimeline
Physician Wealth Advisors, Inc.5,214$200K0.03%+10713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,207$200K0.06%013F-HRTimeline
HOEY INVESTMENTS, INC5,195$200K0.03%+10013F-HRTimeline
OBSIDIAN CIO, LLC5,034$193K0.17%+213F-HRTimeline
NANO CAP NEW MILLENNIUM GROWTH FUND L P5,000$192K0.18%new13F-HRTimeline
Glass Jacobson Investment Advisors llc4,766$183K0.06%-68213F-HRTimeline
Independence Bank of Kentucky4,706$181K0.02%-12,41713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,688$180K0.05%new13F-HRTimeline
Root Financial Partners, LLC4,538$174K0.01%+1,49913F-HRTimeline
Opal Wealth Advisors, LLC4,488$172K0.04%new13F-HRTimeline
Main Street Group, LTD4,486$172K0.05%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,469$172K<0.01%+1713F-HRTimelineGroup
Sankala Group LLC4,542$171K0.14%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,411$169K0.01%-57213F-HRTimelineGroup
Nemes Rush Group LLC4,411$169K0.02%+1,70113F-HRTimeline
DecisionPoint Financial, LLC4,340$167K0.04%+10213F-HRTimeline
Wall Street Financial Group, Inc.4,246$163K0.1%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,227$162K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC4,139$159K0.01%+47513F-HRTimeline
Coston, McIsaac & Partners4,084$156K0.04%+3,17413F-HRTimeline
Private Wealth Management Group, LLC4,012$154K0.04%+89513F-HRTimeline
Smallwood Wealth Investment Management,…4,009$154K0.08%+813F-HRTimeline
Franchise GP Ltd3,993$153K0.06%013F-HRTimeline
IMG Wealth Management, Inc.3,840$148K0.09%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,796$146K<0.01%new13F-HRTimelineGroup
Titan Wealth (CI) Ltdin group Titan Investment Solutions Ltd3,664$141K0.06%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC3,623$139K0.02%+30213F-HRTimeline
Glen Eagle Advisors, LLC3,603$138K0.02%013F-HRTimeline
Fairway Wealth LLC3,587$136K0.04%+1,42913F-HRTimeline
Winch Advisory Services, LLC3,537$136K0.03%013F-HRTimeline
JPL Wealth Management, LLC3,518$135K0.03%new13F-HR/ATimeline
Mechanics Financial Corp3,500$134K0.06%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,500$134K0.02%013F-HRTimelineGroup
BFSG, LLC3,460$133K0.01%+22513F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC3,405$131K0.1%+29613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,346$129K<0.01%+1,43613F-HRTimelineGroup
FINANCIAL CONSULATE, INC3,341$128K0.02%+20013F-HRTimeline
Winthrop Capital Management, LLC3,324$128K0.03%+93013F-HRTimeline
Horiko Capital Management LLC3,280$126K0.03%new13F-HRTimeline
Avion Wealth3,285$126K0.03%013F-HRTimeline
REAP Financial Group, LLC3,266$125K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.3,194$123K0.01%+43313F-HRTimeline
Kozak & Associates, Inc.2,918$121K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust3,151$121K0.01%-8213F-HRTimeline
FIRST HORIZON CORP3,150$121K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,119$120K<0.01%-1,60013F-HR/ATimeline
Team Financial Group, LLC3,119$120K0.05%+59513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,100$119K0.04%+1,07013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Imprint Wealth LLC3,022$116K0.53%+1,41313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,000$115K<0.01%013F-HRTimelineGroup
DAGCO, INC.2,969$114K0.02%+13913F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,963$114K0.03%-1,11013F-HRTimeline
Indiana Trust & Investment Management Co2,955$114K0.04%013F-HRTimeline
TopTier Wealth Management, LLC2,936$113K0.07%new13F-HRTimeline
Vermillion Wealth Management, Inc.2,930$113K0.04%+213F-HRTimeline
ENTRUST FINANCIAL LLC2,803$108K0.08%+2013F-HRTimeline
Orion Capital Management LLC2,754$106K0.04%013F-HRTimeline
Cedar Mountain Advisors, LLC2,746$106K0.02%+19013F-HRTimeline
Gold Investment Management Ltd.2,723$105K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,295$104K<0.01%+1,20013F-HRTimeline
Luminist Capital LLC2,698$104K0.14%+12513F-HRTimeline
Rosenberg Matthew Hamilton2,607$100K0.02%-1,73913F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI2,600$99.9K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,598$99.8K<0.01%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST2,564$98.5K0.03%-1,85513F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,516$96.7K0.03%new13F-HRTimeline
Caldwell Trust Co2,509$96.4K0.01%013F-HRTimeline
Missouri Trust & Investment Co2,500$96K0.03%013F-HRTimeline
Bernard Wealth Management Corp.2,487$95.6K0.04%+18713F-HRTimeline
Gen-Wealth Partners Inc2,423$93.1K0.03%+11313F-HRTimeline
Lloyd Advisory Services, LLC.2,345$90.1K0.03%+16613F-HRTimeline
Kingdom Financial Group LLC.2,345$90.1K0.03%+64913F-HRTimeline
Global Wealth Strategies & Associates2,343$90K0.02%013F-HRTimeline
Napier Financial, LLC2,338$89.8K0.02%new13F-HRTimeline
LM Advisors LLC3,449$89.8K1.49%-24513F-HRTimeline
Wilkerson Advisory Group LLC2,321$89.2K0.03%013F-HRTimeline
Stone House Investment Management, LLC2,307$88.6K0.02%-1,84113F-HRTimeline
Horrell Capital Management, Inc.2,257$86.7K0.04%013F-HRTimeline
Coastline Trust Co2,195$84.3K0.01%+3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DT Investment Partners, LLC2,169$83.3K0.01%-4,34513F-HRTimeline
Portus Wealth Advisors, LLC2,143$82.3K0.08%new13F-HRTimeline
Axiom Investment Management LLC2,135$82K0.06%13F-HRTimeline
Triumph Capital Management2,111$81.1K0.02%+41913F-HRTimeline
Quent Capital, LLC2,077$79.8K0.01%-90013F-HRTimeline
HM PAYSON & CO2,076$79.8K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,068$79.5K0.06%+3713F-HRTimeline
Dunhill Financial, LLC2,065$79.3K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC2,030$78K0.05%013F-HRTimeline
ATWOOD & PALMER INC2,000$76.8K<0.01%-45013F-HRTimeline
Plante Moran Financial Advisors, LLC1,939$74.5K<0.01%-3,51913F-HRTimeline
Wealth Preservation Advisors, LLC1,848$71K0.06%-45513F-HRTimeline
VESTOR CAPITAL, LLC1,822$70K0.01%+92813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,807$69.4K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,804$69K<0.01%+37113F-HRTimelineGroup
St. Johns Investment Management Company…1,755$67.4K0.03%+1,40013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,735$66.7K<0.01%013F-HRTimeline
Key Capital Management, INC1,709$65.7K0.04%+1,18713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,690$64.9K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…1,661$63.8K0.02%-6813F-HRTimeline
Grove Bank & Trust1,635$62.8K0.01%-87513F-HRTimeline
Caitlin John, LLC1,613$62K0.04%+1,00013F-HRTimeline
Keating Financial Advisory Services, In…1,592$61.2K0.01%-15,24813F-HRTimeline
Spurstone Advisory Services, LLC1,585$60.9K1.04%new13F-HRTimeline
Fairman Group, LLC1,571$60.4K0.05%013F-HRTimeline
Horizons Wealth Management1,553$59.7K0.04%013F-HRTimeline
Elevated Capital Advisors, LLC1,539$59.1K0.01%+14013F-HRTimeline
Meramec Financial Planners, LLC1,352$58.5K0.02%-19613F-HRTimeline
Smithfield Trust Co1,506$58K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC1,506$57.9K<0.01%-60513F-HRTimeline
Luken Investment Analytics, LLC1,500$57.6K0.02%013F-HRTimeline
Financial Perspectives, Inc1,473$56.6K0.02%013F-HRTimeline
Osbon Capital Management LLC1,459$56.1K0.05%-14,14013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,422$54.6K<0.01%013F-HRTimeline
SWAN Capital LLC1,394$53.6K0.02%013F-HRTimeline
IAG Wealth Partners, LLC1,382$53.1K0.01%-6,36613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,380$53K0.01%new13F-HRTimelineGroup
Cornerstone National Bank & Trust Co1,355$52.4K0.02%013F-HRTimeline
Park Place Capital Corp1,360$52.3K0.01%+46913F-HRTimeline
Covestor Ltd1,319$51K0.04%+84213F-HRTimeline
Center for Financial Planning, Inc.1,300$49.9K0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,295$49.8K0.02%013F-HRTimeline
New England Capital Financial Advisors …1,265$48.6K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,214$46.6K0.01%013F-HRTimeline
Bangor Savings Bank1,203$46.2K<0.01%+10013F-HRTimeline
LFA - Lugano Financial Advisors SA1,193$45.8K0.02%013F-HRTimeline
Bank of New Hampshire1,182$45.4K0.01%013F-HRTimeline
GoalVest Advisory LLC1,146$44K0.01%013F-HRTimeline
Vision Retirement, LLC1,134$43.6K0.01%+13413F-HRTimeline
Acumen Wealth Advisors, LLC1,127$43.3K0.01%+2913F-HRTimeline
CITY HOLDING CO1,115$42.8K0.01%-76513F-HRTimeline
Legend Capital Advisors LLC1,110$42.6K0.03%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,101$42.3K0.02%+4613F-HRTimeline
IFS Advisors, LLC1,095$42.1K0.02%+32013F-HRTimeline
VSM Wealth Advisory, LLC1,076$41.3K0.01%+10913F-HRTimeline
MATHER GROUP, LLC.1,059$40.7K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,053$40.5K<0.01%013F-HRTimeline
Perkins Coie Trust Co1,045$40.1K0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.1,046$40K0.03%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,026$39.4K0.01%+20413F-HRTimeline
Richardson Capital Management LLC1,002$38.5K0.02%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,000$38.4K0.02%013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,000$38.4K<0.01%013F-HRTimeline
STEPH & CO975$37.5K0.01%new13F-HRTimeline
NVWM, LLC972$37.3K0.01%-11,21113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC950$36.5K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.950$36.5K<0.01%+35013F-HRTimeline
Front Row Advisors LLC946$36.3K0.01%+4613F-HRTimeline
WOLFF WIESE MAGANA LLC944$36.3K0.02%-9513F-HRTimeline
DiNuzzo Private Wealth, Inc.944$36.3K<0.01%+75213F-HRTimeline
RETIREMITTEN FINANCIAL LLC944$36.3K0.02%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC929$35.7K0.03%+213F-HRTimeline
Millstone Evans Group, LLC924$35.5K0.02%013F-HRTimeline
CURIO WEALTH, LLC905$34.8K0.01%+1613F-HRTimeline
CNB Bank903$34.7K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.898$34.5K<0.01%+6013F-HRTimeline
Tripletail Wealth Management, LLC900$34.2K0.05%+10013F-HRTimeline
VISION FINANCIAL MARKETS LLC889$34.2K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP889$34.2K<0.01%new13F-HRTimelineGroup
LGT Financial Advisors LLC888$34.1K0.17%-55913F-HRTimeline
GW&K Investment Management, LLC857$33K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC850$32.7K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC849$32.6K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC830$31.9K0.01%+10013F-HRTimeline
PETERSON WEALTH MANAGEMENT825$31.7K0.02%new13F-HRTimeline
Graney & King, LLC812$31.2K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…803$30.9K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…801$30.8K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.788$30.3K0.03%013F-HRTimeline