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iShares Bitcoin Trust ETF (IBIT) Institutional Ownership

iShares Bitcoin Trust ETF logo
$36.14 -0.63 (-1.71%)
As of 07/28/2026 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Bitcoin Trust ETF (NASDAQ:IBIT)

Number of
Institutional Buyers
(last 12 months)
1494
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
506
Total
Institutional Outflows
(last 12 months)
$1.96B
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IBIT Institutional Buying and Selling by Quarter

iShares Bitcoin Trust ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Regent Peak Wealth Advisors LLC66,277$2.21M0.4%-6.2%0.005%
7/10/2026 Accel Wealth Management20,149$671K0.2%-4.0%0.002%
7/10/2026 Whitener Capital Management Inc.13,397$446K0.1%+39.5%0.001%
7/10/2026 Leverty Financial Group LLC7,605$253K0.0%N/A0.001%
7/10/2026 JFS Wealth Advisors LLC2,865$95K0.0%+540.9%0.000%
7/10/2026 Doliver Advisors LP30,313$1.01M0.2%+8.2%0.002%
7/10/2026 Wealth Group Ltd10,899$363K0.1%+27.7%0.001%
7/10/2026 KWB Wealth7,309$243K0.0%-7.8%0.001%
7/10/2026 KMG Fiduciary Partners LLC47,628$1.59M0.1%N/A0.004%
7/10/2026 Redhawk Wealth Advisors Inc.12,638$421K0.0%+72.7%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,962$698K0.1%-7.0%0.002%
7/10/2026 Wealthcare Advisory Partners LLC58,131$1.94M0.0%-35.0%0.005%
7/9/2026 Key Client Fiduciary Advisors LLC46,632$1.55M0.4%+98.5%0.004%
7/9/2026 Vista Investment Partners LLC10,184$339K0.1%+38.8%0.001%
7/9/2026 Centurion Wealth Management LLC21,314$710K0.2%-76.6%0.002%
7/9/2026 Friday Financial47,634$1.72M0.5%+2.9%0.004%
7/9/2026 Fortitude Financial LLC15,004$499K0.4%-4.6%0.001%
7/9/2026 DiPaolo Financial Group Inc.28,975$965K0.6%+3.8%0.002%
7/9/2026 Sapient Capital LLC174,222$5.80M0.1%-4.8%0.014%
7/9/2026 AFG Fiduciary Services Limited Partnership9,015$314K0.2%-30.9%0.001%
7/9/2026 World Equity Group Inc.25,780$858K0.2%+25.6%0.002%
7/9/2026 Wealthcare Capital Management LLC10,716$357K0.0%+93.7%0.001%
7/9/2026 Pettinga Financial Advisors LLC140,187$4.67M0.7%+6.4%0.011%
7/9/2026 Allied Private Wealth LLC800$28K0.0%N/A0.000%
7/9/2026 Kastel Capital Advisors LLC13,145$438K0.3%-15.6%0.001%
7/9/2026 Tactive Advisors LLC90,948$3.03M0.7%+13.6%0.007%
7/9/2026 Sax Wealth Advisors LLC16,133$537K0.0%-16.5%0.001%
7/9/2026 West Financial Advisors LLC18,800$626K0.1%+8.7%0.001%
7/9/2026 Sunburst Financial Group LLC10,089$336K0.1%+28.2%0.001%
7/8/2026 Beaird Harris Wealth Management LLC3,489$116K0.0%-15.7%0.000%
7/8/2026 Gradient Investments LLC94,782$3.16M0.0%+104.5%0.007%
7/8/2026 Baring Financial LLC59,772$1.99M1.1%+5.6%0.005%
7/8/2026 Beacon Investment Advisory Services Inc.3,374$112K0.0%+86.7%0.000%
7/8/2026 First Heartland Consultants Inc.10,099$336K0.0%+6.4%0.001%
7/8/2026 MFG Wealth Management Inc.32,233$1.07M0.8%+37.4%0.003%
7/8/2026 Puff Wealth Management LLC9,575$319K0.3%N/A0.001%
7/8/2026 Apella Capital LLC16,635$601K0.0%+7.0%0.001%
7/8/2026 Evanson Financial LLC12,083$402K0.0%N/A0.001%
7/8/2026 Archer Investment Management LLC16,904$563K0.2%-80.0%0.001%
7/8/2026 Gainplan LLC79,748$2.66M1.0%+322.6%0.006%
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7/7/2026 Mirador Capital Partners LP25,855$861K0.1%+4.2%0.002%
7/7/2026 Integral Investment Advisors Inc.73,248$2.44M0.5%+4.7%0.006%
7/7/2026 Dynamic Advisor Solutions LLC113,748$3.79M0.1%-13.8%0.009%
7/7/2026 GK Wealth Management LLC66,935$2.23M1.2%N/A0.005%
7/7/2026 Avior Wealth Management LLC46,471$1.55M0.0%+8.5%0.004%
7/7/2026 Epiq Partners LLC119,164$3.97M1.7%+10.2%0.009%
7/7/2026 Financial Enhancement Group LLC111,245$3.70M0.4%+3.6%0.009%
7/7/2026 CoreCap Advisors LLC1,968$66K0.0%+200.0%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.26,359$877K0.3%N/A0.002%
7/2/2026 Silverleafe Capital Partners LLC37,184$1.24M0.3%-24.5%0.003%
7/2/2026 Kozak & Associates Inc.1,048$36K0.0%-64.1%0.000%
7/2/2026 CX Institutional37,492$1.25M0.0%+5.1%0.003%
7/1/2026 Noble Wealth Management PBC7,705$256K0.1%-5.5%0.001%
6/30/2026VectorGlobal IAG Inc.41,593$1.60M0.4%N/A0.003%
6/25/2026Hamilton Wealth LLC5,528$212K0.0%-71.5%0.000%
6/24/2026Basecamp Wealth Advisors LLC9,160$352K0.1%+32.4%0.001%
6/22/2026 Sapient Capital LLC183,073$7.03M0.1%-2.2%0.013%
6/18/2026Western Wealth Management LLC26,779$1.03M0.0%+33.7%0.002%
6/10/2026FAS Wealth Partners Inc.16,234$624K0.0%-19.8%0.001%
6/4/2026Town Capital LLC22,904$880K0.7%+38.2%0.002%
6/4/2026 Fischer Investment Strategies LLC5,272$203K0.1%-43.5%0.000%
6/3/2026 Wealthquest Corp9,162$352K0.0%+6.7%0.001%
6/3/2026Parallel Advisors LLC59,672$2.29M0.0%+21.2%0.004%
6/3/2026NewEdge Advisors LLC477,809$18.36M0.1%+6.9%0.033%
6/2/2026Blue Edge Capital LLC7,083$272K0.0%+23.5%0.000%
5/29/2026Asset Dedication LLC18,871$725K0.1%+15.0%0.001%
5/28/2026Maripau Wealth Management LLC133,140$5.12M2.2%-2.0%0.009%
5/26/2026Axiom Investment Management LLC2,135$82K0.1%N/A0.000%
5/22/2026 Summitry LLC11,450$440K0.0%N/A0.001%
5/22/2026Coastline Complete Wealth LLC5,832$224K0.1%-16.8%0.000%
5/22/2026Verus Capital Partners LLC17,994$691K0.0%+2.4%0.001%
5/21/2026Vestor Capital LLC1,822$70K0.0%+103.8%0.000%
5/21/2026J. Derek Lewis & Associates Inc.6,568$252K0.1%-56.4%0.000%
5/20/2026Arete Wealth Advisors LLC42,369$1.63M0.1%+14.0%0.003%
5/19/2026Western Wealth Management LLC26,779$1.03M0.0%+33.7%0.002%
5/19/2026Bank of America Corp DE972,590$37.37M0.0%+35.3%0.068%
5/19/2026Hamilton Wealth LLC16,584$637K0.0%-14.5%0.001%
5/19/2026JTC Employer Solutions Trustee Ltd57,216$2.20M0.2%+1.1%0.004%
5/19/2026Janus Henderson Group PLC350,390$13.47M0.0%+53.6%0.024%
5/19/2026Centaurus Financial Inc.57,559$2.21M0.1%-39.8%0.004%
5/19/2026Bull Harbor Capital LLC29,148$1.12M0.3%N/A0.002%
5/19/2026SkyBridge Capital II LLC149,916$5.76M38.7%-28.5%0.010%
5/19/2026Arete Wealth Advisors LLC42,369$1.63M0.1%+14.0%0.003%
5/19/2026Pine Ridge Advisers LLC2,243,827$86.21M5.3%+0.7%0.157%
5/18/2026Sunbelt Securities Inc.8,693$334K0.0%+14.3%0.001%
5/18/2026Gould Capital LLC25,847$993K0.6%+47.2%0.002%
5/18/2026 EverSource Wealth Advisors LLC82,732$3.18M0.1%+32.3%0.006%
5/18/2026Royal Bank of Canada46,336$1.78M0.0%-29.3%0.003%
5/18/2026Evercore Wealth Management LLC150,831$5.80M0.1%+23.4%0.011%
5/16/2026KCM Investment Advisors LLC8,948$344K0.0%+8.7%0.001%
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5/16/2026Quantinno Capital Management LP62,366$2.40M0.0%-6.9%0.004%
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5/16/2026Family Manage LLC115,137$4.42M0.5%+5.2%0.008%
5/15/2026Cardiff Park Advisors LLC32,603$1.25M0.1%+62.0%0.002%
5/15/2026Gateway Wealth Partners LLC49,660$1.91M0.1%+122.7%0.003%
5/15/2026Turim 21 Investimentos Ltda.121,192$4.66M1.4%+319.4%0.008%
5/15/2026Wealth Watch Advisors INC24,860$955K0.4%+18.7%0.002%
5/15/2026Blue Chip Partners LLC7,150$275K0.0%N/A0.000%
5/15/2026Ardmore Road Asset Management LP500,000$19.21M1.3%+79.1%0.035%
5/15/2026Quadcap Wealth Management LLC17,159$659K0.1%-2.6%0.001%


IBIT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,903 institutional investors and hedge funds held shares of iShares Bitcoin Trust ETF. The most heavily invested institutionals were Millennium Management LLC ($1.58B), Goldman Sachs Group Inc. ($1.44B), Brevan Howard Capital Management LP ($1.39B), Symmetry Investments LP ($672.61M), Morgan Stanley ($667.33M), Mubadala Investment Co PJSC ($630.67M), and Capula Management Ltd ($616.32M).Learn more on iShares Bitcoin Trust ETF's institutional investors.

Of the 1,858 institutional investors that purchased iShares Bitcoin Trust ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brevan Howard Capital Management LP ($25.57M), Goldman Sachs Group Inc. ($13.73M), Mubadala Investment Co PJSC ($12.70M), Symmetry Investments LP ($12.34M), D. E. Shaw & Co. Inc. ($9.98M), IMC Chicago LLC ($8.95M), and Laurore Ltd ($8.79M).

Institutional investors have bought a total of 107,135,501 shares in the last 24 months. This purchase volume represents approximately $5.89B in transactions.

Of the 502 institutional investors that sold iShares Bitcoin Trust ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Weiss Asset Management LP ($5.58M), Farallon Capital Management LLC ($4.88M), Proficio Capital Partners LLC ($3.54M), Mint Tower Capital Management B.V. ($2.41M), Harvard Management Co. Inc. ($1.46M), Royal Bank of Canada ($1.43M), and Private Advisor Group LLC ($1.26M).

Institutional investors have sold a total of 39,017,520 shares in the last 24 months. This volume of shares sold represents approximately $1.96B in transactions.


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This page (NASDAQ:IBIT) was last updated on 7/29/2026 by MarketBeat.com Staff.
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