ISHARES BITCOIN TRUST ETF (IBIT)
Institutional ownership reported to the SEC as of Q3 2026, across 15 quarters.
83
Reporting holders
$180.5M
Reported value
0.2%
Calls
0.0%
Puts
-1,439
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | $73.9M | 1,561,945 | 1.85% | new | NEW |
| Farther Finance Advisors, LLC | $9.9M | 208,543 | 0.07% | 11q | +6.0%+$558.8K |
| RIVERSEDGE ADVISORS, LLC | $9.8M | 206,895 | 1.20% | 7q | -5.2%-$534.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $8.5M | 172,558 | 0.55% | 9q | -1.8%-$151.4K |
| SAPIENT CAPITAL LLC | $8.1M | 170,192 | 0.11% | 11q | -51.2%-$8.4M |
| EPIQ PARTNERS, LLC | $5.6M | 118,767 | 2.42% | 11q | HELD |
| Financial Enhancement Group LLC | $5.4M | 114,027 | 0.62% | 8q | +2.5%+$131.3K |
| Gradient Investments LLC | $4.6M | 97,921 | 0.07% | 11q | +3.3%+$148.6K |
| Apeiron RIA LLC | $4.6M | 95,945 | 1.05% | 10q | +15.8%+$626.6K |
| Tactive Advisors, LLC | $4.5M | 95,279 | 1.08% | 7q | +4.8%+$205.0K |
| Valeo Financial Advisors, LLC | $4.2M | 87,371 | 0.09% | 8q | +4.6%+$184.3K |
| Strong Retirement Solutions LLC | $3.8M | 79,890 | 2.13% | new | NEW |
| Gainplan LLC | $3.7M | 78,410 | 1.44% | 3q | -1.7%-$63.3K |
| Baring Financial LLC | $2.7M | 56,591 | 1.43% | 8q | -5.3%-$150.6K |
| Friday Financial | $2.0M | 41,674 | 0.40% | 8q | -12.5%-$285.8K |
| Avidian Wealth Enterprises, LLC | $1.9M | 40,581 | 0.05% | 11q | -3.2%-$64.2K |
| Montz Harcus Wealth Management LLC | $1.9M | 40,441 | 0.67% | 11q | -0.8%-$15.3K |
| FSA Investment Group, LLC | $1.6M | 32,935 | 0.50% | new | NEW |
| Mirador Capital Partners LP | $1.5M | 32,648 | 0.18% | 10q | +26.3%+$321.6K |
| GK Wealth Management LLC | $1.5M | 32,515 | 0.87% | 2q | -51.4%-$1.6M |
| MFG WEALTH MANAGEMENT, INC. | $1.4M | 30,576 | 1.05% | 6q | -5.1%-$78.4K |
| DOLIVER ADVISORS, LP | $1.3M | 26,967 | 0.28% | 10q | -11.0%-$158.4K |
| Wealth Group Ltd | $1.1M | 22,732 | 0.20% | 6q | +108.6%+$564.8K |
| Whalen Wealth Management Inc. | $898.6K | 18,982 | 0.38% | 8q | +59.7%+$335.8K |
| Wedmont Private Capital | $883.5K | 19,099 | 0.02% | 8q | -11.8%-$117.7K |
| Ridgewood Investments LLC | $855.4K | 18,069 | 0.32% | 9q | +9.0%+$70.4K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $852.4K | 18,006 | 0.44% | 10q | -5.1%-$45.8K |
| Apella Capital, LLC | $796.7K | 16,876 | 0.01% | 6q | +1.4%+$11.4K |
| Cambridge Financial Group, LLC | $695.8K | 20,900 | 0.22% | 7q | HELD |
| RVW Wealth, LLC | $677.5K | 14,311 | 0.04% | 8q | +3.2%+$21.3K |
| Seven Bridges Advisors LLC | $641.5K | 13,550 | 0.29% | 2q | HELD |
| Venture Visionary Partners LLC | $594.0K | 12,248 | 0.02% | 9q | -46.7%-$520.7K |
| First Heartland Consultants, Inc. | $547.1K | 11,557 | 0.04% | 8q | +14.4%+$69.0K |
| Ballew Advisors, Inc | $528.9K | 11,081 | 0.26% | 8q | -4.5%-$25.1K |
| Factor Wealth Management LTD | $509.4K | 10,760 | 0.08% | 3q | HELD |
| Sunburst Financial Group, LLC | $455.7K | 9,627 | 0.07% | 8q | -4.6%-$21.9K |
| PUFF WEALTH MANAGEMENT, LLC | $453.3K | 9,575 | 0.43% | 4q | HELD |
| Midwest Financial Partners Investments, Inc. | $408.5K | 8,630 | 0.16% | 3q | HELD |
| Investment Partners Asset Management, Inc. | $396.9K | 8,383 | 0.21% | 11q | +0.7%+$2.8K |
| Leverty Financial Group, LLC | $384.0K | 8,112 | 0.07% | 2q | +6.7%+$24.0K |
| Everhart Financial Group, Inc. | $378.5K | 7,996 | 0.02% | 10q | -11.1%-$47.3K |
| Noble Wealth Management PBC | $364.8K | 7,705 | 0.16% | 4q | HELD |
| Trinity Financial Advisors LLC | $331.8K | 7,008 | 0.09% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $327.3K | 6,914 | 0.02% | 8q | HELD |
| Taylor & Morgan Wealth Management, LLC | $326.0K | 6,886 | 0.16% | 9q | +6.2%+$18.9K |
| AVAII WEALTH MANAGEMENT, LLC | $325.6K | 6,823 | 0.09% | 8q | -20.4%-$83.4K |
| Crumly & Associates Inc. | $325.5K | 6,876 | 0.06% | 3q | HELD |
| Asempa Wealth Advisors | $297.7K | 6,208 | 0.23% | 4q | -32.5%-$143.3K |
| Boston Standard Wealth Management, LLC | $280.1K | 5,916 | 0.04% | new | NEW |
| Shelter Rock Management, LLC | $251.2K | 5,115 | 0.23% | new | NEW |
| CHAPIN DAVIS, INC. | $247.3K | 5,223 | 0.05% | new | NEW |
| Box Hill Private Wealth LLC | $244.1K | 5,157 | 0.18% | new | NEW |
| Gerald Baker Financial Group LLC | $241.6K | 5,103 | 0.07% | new | NEW |
| Stonebridge Financial Group, LLC | $237.1K | 5,009 | 0.02% | new | NEW |
| Planning Strategies Inc. | $232.1K | 4,903 | 0.14% | 2q | HELD |
| Nautilus Advisors LLC | $229.8K | 4,854 | 0.14% | new | NEW |
| BRIGHTON SECURITIES CORP. | $214.0K | 4,520 | 0.09% | new | NEW |
| VISTA INVESTMENT PARTNERS LLC | $212.7K | 4,494 | 0.06% | 4q | -55.9%-$269.4K |
| Rosenberg Matthew Hamilton | $205.7K | 4,346 | 0.04% | 10q | +2426.7%+$197.6K |
| ARMSTRONG ADVISORY GROUP, INC | $200.1K | 4,227 | 0.01% | 10q | HELD |
| Horrell Capital Management, Inc. | $132.5K | 2,779 | 0.07% | 10q | +23.1%+$24.9K |
| CoreCap Advisors, LLC | $99.6K | 2,104 | 0.00% | 8q | +6.9%+$6.4K |
| ATWOOD & PALMER INC | $96.1K | 2,030 | 0.00% | 5q | HELD |
| Grove Bank & Trust | $77.4K | 1,635 | 0.01% | 8q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $67.6K | 1,428 | 0.02% | 11q | +8.1%+$5.1K |
| GoalVest Advisory LLC | $54.3K | 1,146 | 0.01% | 9q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $53.9K | 1,139 | 0.02% | 10q | HELD |
| Bangor Savings Bank | $52.2K | 1,103 | 0.00% | 5q | -8.3%-$4.7K |
| MassMutual Private Wealth & Trust, FSB | $47.3K | 1,000 | 0.00% | 10q | +111.9%+$25.0K |
| Quintet Private Bank (Europe) S.A. | $47.3K | 1,000 | 0.00% | 8q | HELD |
| STEPH & CO | $46.2K | 975 | 0.01% | 3q | HELD |
| Horizons Wealth Management | $36.7K | 776 | 0.02% | 5q | -50.0%-$36.8K |
| Coastline Trust Co | $33.2K | 701 | 0.00% | 6q | -72.5%-$87.3K |
| GILPIN WEALTH MANAGEMENT, LLC | $29.4K | 622 | 0.02% | 4q | -13.9%-$4.7K |
| Hickory Point Bank & Trust | $24.9K | 525 | 0.01% | 3q | HELD |
| FIRST COMMUNITY TRUST NA | $16.7K | 352 | 0.01% | 5q | HELD |
| Wealth Enhancement Trust Services, Inc. | $14.5K | 306 | 0.00% | new | NEW |
| Bank of New Hampshire | $13.0K | 275 | 0.00% | 10q | -76.7%-$42.9K |
| Aventus Investment Advisors, Inc. | $8.9K | 188 | 0.01% | 4q | HELD |
| Davis Capital Management | $8.6K | 182 | 0.01% | 5q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $7.7K | 163 | 0.00% | 6q | -71.7%-$19.6K |
| Rye Brook Capital LLC | $2.7K | 56,550 | 1.73% | 6q | +4.3% |
| CX Institutional | $2.0K | 42,219 | 0.05% | 5q | +12.6% |
| TOTH FINANCIAL ADVISORY CORP | $900 | 19 | 0.00% | 11q | +46.2% |
| WoodTrust Financial Corp | $264 | 5,574 | 0.03% | new | NEW |
| Bullock Wealth Management Group | $192 | 4 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 83 | $180.5M | 3,810,904 | 13 | 22 | 26 | 0.2% |
| Q2 2026 | 1,522 | $27.4B | 354,827,126 | 136 | 571 | 450 | 56.9% |
| Q1 2026 | 1,583 | $28.0B | 350,863,070 | 146 | 745 | 392 | 52.0% |
| Q4 2025 | 1,706 | $37.8B | 380,610,101 | 175 | 777 | 393 | 50.0% |
| Q3 2025 | 1,656 | $52.2B | 422,430,905 | 302 | 856 | 239 | 47.4% |
| Q2 2025 | 1,461 | $35.1B | 375,156,535 | 327 | 672 | 228 | 35.3% |
| Q1 2025 | 1,209 | $18.9B | 274,739,345 | 231 | 597 | 219 | 32.1% |
| Q4 2024 | 1,128 | $23.9B | 326,542,008 | 429 | 421 | 115 | 27.5% |
| Q3 2024 | 676 | $5.8B | 160,840,800 | 138 | 300 | 99 | 0.0% |
| Q2 2024 | 598 | $4.3B | 124,414,090 | 215 | 246 | 60 | 0.0% |
| Q1 2024 | 441 | $3.5B | 86,726,357 | 437 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $477.5K | 20,313 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 3 | $753.8K | 24,009 | 1 | 0 | 2 | 0.0% |
| Q3 2022 | 2 | $518.0K | 19,251 | 2 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $346.2K | 6,972 | 0 | 0 | 0 | 0.0% |