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Disclosery

IBIT ISHARES BITCOIN TRUST ETF

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SHS (fund), issuer CIK 1980994

Filings received so far for Q3 2026: 86 13F filers report a position in IBIT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
SigFig Wealth Management, LLC1,561,945$73.9M1.85%new13F-HRTimeline
Farther Finance Advisors, LLC208,543$9.87M0.07%+11,79813F-HRTimeline
RIVERSEDGE ADVISORS, LLC206,895$9.79M1.22%-11,28013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC172,558$8.17M0.53%-3,08713F-HRTimeline
SAPIENT CAPITAL LLC170,192$8.06M0.11%-4,03013F-HRTimeline
EPIQ PARTNERS, LLC118,767$5.62M2.42%-39713F-HRTimeline
Financial Enhancement Group LLC114,027$5.38M0.62%+2,78213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC97,921$4.64M0.07%+3,13913F-HRTimelineGroup
Apeiron RIA LLC95,945$4.6M1.05%+13,06413F-HRTimeline
Tactive Advisors, LLC95,279$4.51M1.08%+4,33113F-HRTimeline
Valeo Financial Advisors, LLC87,371$4.14M0.09%+3,86613F-HRTimeline
Strong Retirement Solutions LLC79,890$3.78M2.13%new13F-HRTimeline
Gainplan LLC78,410$3.71M1.44%-1,33813F-HRTimeline
Baring Financial LLC56,591$2.68M1.45%-3,18113F-HRTimeline
Rye Brook Capital LLC56,550$2.68M1.73%+2,32013F-HRTimeline
CX Institutional42,219$2M0.05%+4,72713F-HRTimeline
Friday Financial41,674$2M0.4%-5,96013F-HRTimeline
Avidian Wealth Enterprises, LLC40,581$1.92M0.05%-1,35213F-HRTimeline
Montz Harcus Wealth Management LLC40,441$1.91M0.67%-32313F-HRTimeline
FSA Investment Group, LLC32,935$1.56M0.5%new13F-HRTimeline
Mirador Capital Partners LP32,648$1.55M0.18%+6,79313F-HRTimeline
GK Wealth Management LLC32,515$1.54M0.87%-34,42013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.30,576$1.45M1.05%-1,65713F-HRTimeline
DOLIVER ADVISORS, LP26,967$1.28M0.28%-3,34613F-HRTimeline
Wealth Group Ltd22,732$1.08M0.2%+11,83313F-HRTimeline
Whalen Wealth Management Inc.18,982$899K0.38%+7,09413F-HRTimeline
Wedmont Private Capital19,099$884K0.02%-2,54413F-HRTimeline
Ridgewood Investments LLC18,069$855K0.32%+1,48813F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.18,006$852K0.44%-96713F-HRTimeline
Apella Capital, LLC16,876$797K0.01%+24113F-HRTimeline
Cambridge Financial Group, LLC20,900$696K0.22%013F-HRTimeline
RVW Wealth, LLC14,311$677K0.04%+44913F-HRTimeline
Seven Bridges Advisors LLC13,550$641K0.29%013F-HRTimeline
Venture Visionary Partners LLC12,248$580K0.02%-10,73513F-HRTimeline
First Heartland Consultants, Inc.11,557$547K0.04%+1,45813F-HRTimeline
Ballew Advisors, Inc11,081$529K0.26%-52613F-HRTimeline
Factor Wealth Management LTD10,760$509K0.08%013F-HRTimeline
Sunburst Financial Group, LLC9,627$456K0.07%-46213F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC9,575$453K0.43%013F-HRTimeline
Midwest Financial Partners Investments,…8,630$409K0.16%013F-HRTimeline
Investment Partners Asset Management, I…8,383$397K0.22%+5913F-HRTimeline
Leverty Financial Group, LLC8,112$384K0.07%+50713F-HRTimeline
Everhart Financial Group, Inc.7,996$379K0.02%-1,00013F-HRTimeline
Noble Wealth Management PBC7,705$365K0.17%013F-HRTimeline
Trinity Financial Advisors LLC7,008$332K0.09%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC6,914$327K0.02%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC6,886$326K0.16%+40013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC6,823$326K0.09%-1,74813F-HRTimeline
Crumly & Associates Inc.6,876$326K0.06%013F-HRTimeline
Asempa Wealth Advisors6,208$298K0.23%-2,98713F-HRTimeline
Boston Standard Wealth Management, LLC5,916$280K0.04%new13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,574$264K0.03%new13F-HRTimelineGroup
Shelter Rock Management, LLC5,115$251K0.23%new13F-HRTimeline
CHAPIN DAVIS, INC.5,223$247K0.05%new13F-HRTimeline
Box Hill Private Wealth LLC5,157$244K0.18%new13F-HRTimeline
Gerald Baker Financial Group LLC5,103$242K0.07%new13F-HRTimeline
Stonebridge Financial Group, LLC5,009$237K0.02%new13F-HRTimeline
Planning Strategies Inc.4,903$232K0.14%013F-HRTimeline
Nautilus Advisors LLC4,854$230K0.14%new13F-HRTimeline
BRIGHTON SECURITIES CORP.4,520$214K0.09%new13F-HRTimeline
VISTA INVESTMENT PARTNERS LLC4,494$213K0.06%-5,69013F-HRTimeline
Rosenberg Matthew Hamilton4,346$206K0.04%+4,17413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,227$200K0.01%013F-HRTimeline
Horrell Capital Management, Inc.2,779$133K0.07%+52213F-HRTimeline
CoreCap Advisors, LLC2,104$99.6K<0.01%+13613F-HRTimeline
ATWOOD & PALMER INC2,030$96.1K<0.01%013F-HRTimeline
Grove Bank & Trust1,635$77.4K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,428$67.6K0.02%+10713F-HRTimeline
GoalVest Advisory LLC1,146$54.3K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,139$53.9K0.02%013F-HRTimeline
Bangor Savings Bank1,103$52.2K<0.01%-10013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,000$47.3K<0.01%+52813F-HRTimeline
Quintet Private Bank (Europe) S.A.1,000$47.3K<0.01%013F-HRTimeline
STEPH & CO975$46.2K0.01%013F-HRTimeline
Horizons Wealth Management776$36.7K0.02%13F-HRTimeline
Coastline Trust Co701$33.2K<0.01%-1,84513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GILPIN WEALTH MANAGEMENT, LLC622$29.4K0.02%-10013F-HRTimeline
Hickory Point Bank & Trust525$24.9K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA352$16.7K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.306$14.5K<0.01%new13F-HRTimeline
Bank of New Hampshire275$13K<0.01%-90713F-HRTimeline
Aventus Investment Advisors, Inc.188$8.9K0.01%013F-HRTimeline
Davis Capital Management182$8.62K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST163$7.72K<0.01%-41313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP19$900<0.01%+613F-HRTimeline
Bullock Wealth Management Group4$192<0.01%013F-HRTimeline