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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
VESTOR CAPITAL, LLC1,822$118K0.01%-2,26013F-HRTimeline
S.A. Mason LLC1,800$117K0.05%013F-HRTimeline
Parkside Financial Bank & Trust1,780$116K0.01%+23713F-HRTimeline
Luminist Capital LLC1,728$115K0.1%+65013F-HRTimeline
Jupiter Wealth Management LLC1,760$114K0.05%-7,00013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,735$113K0.01%013F-HRTimeline
Guerra Advisors Inc1,728$112K0.04%new13F-HRTimeline
LGT Financial Advisors LLC1,716$112K0.24%-72913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,706$111K0.1%-2,71213F-HRTimeline
Nemes Rush Group LLC1,697$110K0.01%+11813F-HRTimeline
Measured Wealth Private Client Group, L…1,661$108K0.03%new13F-HRTimeline
EMC Capital Management1,643$107K0.05%-50013F-HRTimeline
CX Institutional1,607$104K<0.01%new13F-HRTimeline
Fairman Group, LLC1,571$102K0.08%new13F-HRTimeline
Horizons Wealth Management1,553$101K0.07%013F-HRTimeline
Saranac Partners Ltd1,550$101K0.02%new13F-HRTimeline
Smithfield Trust Co1,506$99K<0.01%013F-HRTimeline
RMG Wealth Management LLC1,618$99K0.01%+1,17313F-HRTimeline
Orion Capital Management LLC1,504$97.8K0.03%-313F-HRTimeline
Caldwell Trust Co1,500$97.5K0.01%new13F-HRTimeline
Quent Capital, LLC1,477$96K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,465$95.2K<0.01%+37013F-HRTimeline
Cornerstone National Bank & Trust Co1,355$88.1K0.04%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,350$88K0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,300$84.5K0.03%-32913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,295$84.2K0.03%013F-HRTimeline
Winthrop Capital Management, LLC1,293$84K0.02%+2013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,290$83.8K<0.01%013F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1,285$83.5K0.04%-35513F-HRTimeline
Sound Income Strategies, LLC1,185$81.5K<0.01%+1,04013F-HRTimeline
Bank of New Hampshire1,182$76.8K0.02%013F-HRTimeline
Front Row Advisors LLC1,150$74.8K0.03%+25013F-HRTimeline
Crewe Advisors LLC1,148$74.6K0.01%+35613F-HRTimeline
Team Financial Group, LLC1,117$72.6K0.03%+48013F-HRTimeline
Bangor Savings Bank1,103$71.7K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,100$71.5K0.01%+35013F-HRTimeline
Stephens Consulting, LLC1,100$71.5K0.02%+113F-HRTimeline
New England Capital Financial Advisors …1,078$70.1K0.03%-3113F-HRTimeline
CENTRAL TRUST Co1,064$69.2K<0.01%+89013F-HRTimeline
Grove Bank & Trust1,060$68.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,055$68.6K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,053$68.4K<0.01%new13F-HRTimeline
Perkins Coie Trust Co1,045$67.9K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,020$66.3K0.04%+33813F-HRTimeline
Pathway Financial Advisers, LLC1,019$66.1K0.02%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,004$65.3K0.01%+1,00013F-HRTimeline
Luken Investment Analytics, LLC1,000$65K0.03%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,000$65K0.04%new13F-HRTimeline
SWAN Capital LLC1,000$65K0.03%new13F-HRTimeline
Quintet Private Bank (Europe) S.A.1,000$65K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,000$65K0.01%new13F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC950$61.8K0.01%-15013F-HRTimeline
GoalVest Advisory LLC941$61.2K0.01%+48713F-HRTimeline
Imprint Wealth LLC908$59K0.19%13F-HRTimeline
CNB Bank903$58.7K0.02%+75313F-HRTimeline
HighMark Wealth Management LLC900$58.5K0.03%+5013F-HRTimeline
Berbice Capital Management LLC900$58.5K0.04%+22013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…900$58.3K0.01%new13F-HRTimeline
Park Place Capital Corp891$57.9K0.01%013F-HRTimeline
GW&K Investment Management, LLC857$56K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC850$55.2K0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC849$55.2K0.01%+14813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP885$54.8K<0.01%new13F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH830$54K0.02%013F-HRTimeline
Graney & King, LLC812$52.8K0.04%013F-HRTimeline
LFA - Lugano Financial Advisors SA805$52.3K0.03%+33513F-HRTimeline
Missouri Trust & Investment Co800$52K0.02%new13F-HRTimeline
Harbor Asset Planning, Inc.788$51.2K0.05%013F-HRTimeline
TD Capital Management LLC781$50.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC764$49.7K0.01%+51413F-HRTimeline
GHP Investment Advisors, Inc.724$47.1K<0.01%+21113F-HRTimeline
Medallion Wealth Advisors, LLC724$47.1K0.02%+6013F-HRTimeline
Millstone Evans Group, LLC716$46.5K0.03%013F-HRTimeline
WFA of San Diego, LLC700$45.5K0.03%+15013F-HRTimeline
BOKF, NAin group BOKF, NA695$45.2K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…690$44.9K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC649$42.2K0.01%new13F-HR/ATimeline
Cloud Capital Management, LLC655$42K0.02%new13F-HRTimeline
American Capital Advisory, LLC646$42K0.02%+9313F-HRTimeline
Smallwood Wealth Investment Management,…639$41.5K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…634$41.2K0.01%013F-HRTimeline
Global Trust Asset Management, LLC630$41K0.02%+53013F-HRTimeline
VISION FINANCIAL MARKETS LLC614$39.9K0.03%013F-HRTimeline
MATHER GROUP, LLC.605$39.3K<0.01%new13F-HRTimeline
Binnacle Investments Inc600$39K0.02%013F-HRTimeline
Fairscale Capital, LLC590$38.4K0.03%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST576$37.4K<0.01%+41313F-HRTimeline
Davis Capital Management572$37.2K0.03%13F-HRTimeline
Operose Advisors LLC564$36.7K0.01%new13F-HRTimeline
Signature Resources Capital Management,…559$36.3K0.02%+11413F-HRTimeline
Covestor Ltd531$35K0.02%-2,07113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC509$33.1K0.02%-913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$32.5K0.01%+30013F-HRTimeline
CoreCap Advisors, LLC498$32.4K<0.01%+7513F-HRTimeline
Accredited Wealth Management, LLC3,225$31.9K0.02%+2,71013F-HRTimeline
JFS WEALTH ADVISORS, LLC482$31.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC519$31.2K<0.01%-10013F-HRTimeline
Financial Life Planners480$31.2K0.02%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.475$30.9K0.02%+3513F-HRTimeline
Coastline Trust Co470$30.6K<0.01%+12013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Founders Capital Management469$30.5K0.02%013F-HRTimeline
Roble, Belko & Company, Inc459$30K<0.01%+20013F-HRTimeline
NATIXISin group Natixis Investment Managers458$29.8K<0.01%-2,63813F-HRTimelineGroup
Anchor Investment Management, LLC450$29.2K<0.01%+30513F-HRTimeline
Tidemark, LLC449$29.2K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC447$29.1K0.03%013F-HRTimeline
PFS Partners, LLC432$28.1K0.01%+10913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.400$26K0.01%013F-HRTimeline
Kilter Group LLC400$26K0.01%+10013F-HRTimeline
Heritage Wealth Advisors395$25.7K<0.01%013F-HRTimeline
Sachetta, LLC384$25K0.01%+34113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC382$24.8K0.02%new13F-HRTimeline
Westend Capital Management, LLC381$24.8K0.01%013F-HRTimeline
Avalon Trust Co375$24.4K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC371$24.1K<0.01%+35113F-HRTimeline
Nalls Sherbakoff Group, LLC369$24K0.02%013F-HRTimeline
St. Johns Investment Management Company…355$23.1K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.357$23K<0.01%-1,35813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST COMMUNITY TRUST NA352$22.9K0.02%new13F-HRTimeline
MTM Investment Management, LLC347$22.6K0.01%013F-HRTimeline
Scarborough Advisors, LLC345$22.4K<0.01%-56113F-HRTimeline
DHJJ Financial Advisors, Ltd.336$21.8K0.01%+1513F-HRTimeline
Midwest Capital Advisors, LLC333$21.6K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC328$21.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC322$20.9K<0.01%013F-HRTimelineGroup
Kentucky Trust Co305$19.8K0.01%new13F-HRTimeline
Shengqi Capital (Hong Kong) Ltd300$19.5K59.02%new13F-HRTimeline
IFS Advisors, LLC260$16.9K0.01%013F-HRTimeline
Breakwater Investment Management253$16.4K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.65$16.3K<0.01%new13F-HRTimelineGroup
Promus Capital, LLC250$16.2K0.01%013F-HRTimeline
Uniplan Investment Counsel, Inc.247$16.1K<0.01%-8613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…242$15.7K<0.01%-4913F-HRTimeline
Bulwark Capital Corp242$15.7K0.01%013F-HRTimeline
Hartford Financial Management Inc.235$15.3K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT234$15.2K<0.01%+13013F-HRTimeline
Family Legacy Financial Solutions, LLC229$14.9K0.01%+22213F-HRTimeline
Richardson Capital Management LLC227$14.8K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC227$14.8K0.01%+2113F-HRTimeline
Friedenthal Financial220$14.3K0.01%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC12,500$14.1K<0.01%-35,69413F-HRTimeline
Valued Wealth Advisors LLC211$13.7K0.01%013F-HRTimeline
AllSquare Wealth Management LLC204$13.3K0.01%+10813F-HRTimeline
Perritt Capital Management Inc200$13K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC200$13K<0.01%-113F-HRTimeline
Essential Partners LLC200$13K<0.01%+513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…193$13K<0.01%new13F-HRTimeline
Sterling Capital Management LLC193$12.5K<0.01%+18613F-HRTimeline
New Millennium Group LLC187$12.2K0.01%+3113F-HRTimeline
Westside Investment Management, Inc.185$12K<0.01%+3013F-HRTimeline
Cape Investment Advisory, Inc.185$12K0.01%-22,25013F-HRTimeline
DiNuzzo Private Wealth, Inc.192$11.8K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…161$10.5K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC160$10.4K<0.01%013F-HRTimeline
JDM Financial Group LLC155$10.1K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC150$9.75K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC150$9.75K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.148$9.62K<0.01%new13F-HRTimeline
Abound Wealth Management142$9.24K<0.01%new13F-HRTimeline
Crews Bank & Trust135$8.78K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.126$8.19K0.01%-3413F-HRTimeline
Financial Perspectives, Inc125$8.12K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC125$8.12K<0.01%-1513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC122$7.93K<0.01%013F-HR/ATimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management117$7.61K<0.01%013F-HRTimelineGroup
CKW FINANCIAL GROUP110$7K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC105$6.83K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC100$6.5K0.01%013F-HRTimeline
Independence Bank of Kentucky100$6.5K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …100$6.5K<0.01%13F-HRTimelineGroup
Kathleen S. Wright Associates Inc.100$6.5K<0.01%013F-HRTimeline
GAMMA Investing LLC100$6.5K<0.01%013F-HRTimeline
RAELIPSKIE PARTNERSHIP100$6.5K<0.01%new13F-HRTimeline
Collier Financial96$6.24K<0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.96$6.24K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA92$5.98K<0.01%013F-HRTimeline
Redwood Park Advisors LLC85$5.53K<0.01%013F-HRTimeline
Clearstead Trust, LLC84$5.46K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.84$5.33K<0.01%+7913F-HRTimeline
Raleigh Capital Management Inc.80$5.2K<0.01%013F-HRTimeline
Ravenstone Capital Management Inc.80$5.2K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…72$4.68K<0.01%013F-HRTimeline
Aviso Financial Inc.59$3.83K<0.01%+713F-HRTimeline
TFC Financial Management, Inc.57$3.71K<0.01%new13F-HRTimeline
Roxbury Financial LLC57$3.71K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…54$3.53K<0.01%013F-HRTimeline
Northwest Capital Management Inc52$3.38K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…50$3.25K<0.01%013F-HRTimeline
First PREMIER Bank50$3K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC45$3K<0.01%+313F-HRTimeline
Annandale Capital, LLC3,600$2.34K0.04%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/29$1.89K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.28$1.8K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23$1.5K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV20$1.3K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19$1.24K<0.01%new13F-HRTimelineGroup
Inlight Wealth Management, LLC18$1.17K<0.01%+213F-HRTimeline
DUNCKER STREETT & CO INC15$975<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO15$975<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC14$910<0.01%new13F-HRTimeline