iShares Bitcoin Trust (IBIT) Institutional Ownership

$34.99
-1.01 (-2.81%)
(As of 03:10 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Bitcoin Trust (NASDAQ:IBIT)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$415.77M
Number of
Institutional Sellers
(last 12 months)
0
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IBIT Institutional Buying and Selling by Quarter

iShares Bitcoin Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Sax Wealth Advisors LLC5,611$227K0.0%N/A0.002%
5/14/2024Titan Global Capital Management USA LLC1,619,926$65.56M10.3%N/A0.453%
5/14/2024 InterOcean Capital Group LLC5,071$205K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.1,606$65K0.0%N/A0.000%
5/13/2024 Texas Capital Bank Wealth Management Services Inc17,567$711K0.1%N/A0.005%
5/11/2024 Resurgent Financial Advisors LLC20,606$834K0.4%N/A0.006%
5/11/2024 Covestor Ltd2,651$107K0.1%N/A0.001%
5/11/2024 Bracebridge Capital LLC2,486,750$100.64M12.4%N/A0.695%
5/10/2024 RPO LLC16,607$672K1.0%N/A0.005%
5/10/2024 Resolute Advisors LLC41,010$1.66M0.3%N/A0.011%
5/10/2024 Chesapeake Capital Corp IL25,955$1.05M0.8%N/A0.007%
5/10/2024 Glaxis Capital Management LLC25,000$1.01M1.9%N/A0.007%
5/9/2024 Dorsey & Whitney Trust CO LLC8,020$325K0.0%N/A0.002%
5/9/2024 HBK Sorce Advisory LLC6,003$243K0.0%N/A0.002%
5/9/2024 Kingsview Wealth Management LLC34,668$1.40M0.0%N/A0.010%
5/9/2024 Avid Wealth Partners LLC5,808$235K0.2%N/A0.002%
5/9/2024 Eagle Bay Advisors LLC1,297$52K0.0%N/A0.000%
5/8/2024 FPC Investment Advisory Inc.3,823$155K0.2%N/A0.001%
5/8/2024 Edmond DE Rothschild Holding S.A.103,600$4.19M0.1%N/A0.029%
5/8/2024 Cozad Asset Management Inc.8,355$338K0.0%N/A0.002%
5/8/2024 Ethos Financial Group LLC350,460$14.18M2.7%N/A0.098%
5/8/2024 Bleakley Financial Group LLC60,500$2.45M0.1%N/A0.017%
5/8/2024 US Bancorp DE178,567$7.23M0.0%N/A0.050%
5/8/2024 Addison Capital Co9,359$379K0.2%N/A0.003%
5/8/2024 Roffman Miller Associates Inc. PA27,126$1.10M0.1%N/A0.008%
5/8/2024 Headlands Technologies LLC6,975$282K0.1%N/A0.002%
5/8/2024 Williams Jones Wealth Management LLC.11,961$484K0.0%N/A0.003%
5/7/2024 Abbrea Capital LLC7,900$320K0.0%N/A0.002%
5/7/2024 GW Henssler & Associates Ltd.10,860$440K0.0%N/A0.003%
5/7/2024 Chilton Capital Management LLC5,293$214K0.0%N/A0.001%
5/7/2024 Concurrent Investment Advisors LLC6,704$271K0.0%N/A0.002%
5/7/2024 Atomi Financial Group Inc.5,544$224K0.0%N/A0.002%
5/7/2024Amtrust Financial Services Inc.35,000$1.42M0.7%N/A0.010%
5/7/2024 Primoris Wealth Advisors LLC5,006$203K0.2%N/A0.001%
5/7/2024 Smithfield Trust Co12,580$509K0.0%N/A0.004%
5/7/2024 NTV Asset Management LLC91,300$3.70M0.6%N/A0.026%
5/7/2024 Monolith Management Ltd603,300$24.42M9.7%N/A0.169%
5/7/2024 IvyRock Asset Management HK Ltd460,800$18.65M8.7%N/A0.129%
5/6/2024 LCM Capital Management Inc9,025$365K0.2%N/A0.003%
5/6/2024 VitalStone Financial LLC2,562$104K0.1%N/A0.001%
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5/6/2024 Manchester Capital Management LLC6,906$279K0.0%N/A0.002%
5/4/2024 Commonwealth Retirement Investments LLC11,000$445K0.2%N/A0.003%
5/4/2024 Csenge Advisory Group14,054$569K0.0%N/A0.004%
5/4/2024 Glassman Wealth Services8,780$355K0.1%N/A0.002%
5/3/2024 Embree Financial Group6,745$273K0.1%N/A0.002%
5/3/2024 Avidian Wealth Solutions LLC12,928$523K0.0%N/A0.004%
5/3/2024 RIA Advisory Group LLC20,174$816K0.3%N/A0.006%
5/3/2024 Larson Financial Group LLC3,503$142K0.0%N/A0.001%
5/3/2024 Proficio Capital Partners LLC11,250$455K0.1%N/A0.003%
5/3/2024 Rinkey Investments5,649$229K0.1%N/A0.002%
5/2/2024 Mutual Advisors LLC82,602$3.34M0.1%N/A0.023%
5/2/2024 Context Capital Management LLC443,000$17.93M0.9%N/A0.124%
5/2/2024 FinTrust Capital Advisors LLC636$26K0.0%N/A0.000%
5/2/2024 Thompson Davis & CO. Inc.11,135$451K0.3%N/A0.003%
5/2/2024 Gilbert & Cook Inc.10,883$440K0.1%N/A0.003%
5/2/2024 Almanack Investment Partners LLC.18,379$744K0.1%N/A0.005%
5/1/2024 Wakefield Asset Management LLLP41,793$1.69M0.6%N/A0.012%
5/1/2024 BNP Paribas Financial Markets1,030$42K0.0%N/A0.000%
5/1/2024 Sequoia Financial Advisors LLC15,039$609K0.0%N/A0.004%
4/30/2024 Hartline Investment Corp9,254$375K0.1%N/A0.003%
4/30/2024 North Star Investment Management Corp.1,900$77K0.0%N/A0.001%
4/30/2024 Geneva Partners LLC68,825$2.79M1.2%N/A0.019%
4/30/2024 Fountainhead AM LLC31,042$1.26M0.3%N/A0.009%
4/30/2024 Arkadios Wealth Advisors22,295$902K0.1%N/A0.006%
4/30/2024 Perigon Wealth Management LLC8,095$328K0.0%N/A0.002%
4/30/2024 Hazlett Burt & Watson Inc.1,000$40K0.0%N/A0.000%
4/30/2024 Stock Yards Bank & Trust Co.25,920$1.05M0.0%N/A0.007%
4/29/2024Commonwealth Equity Services LLC256,075$10.36M0.0%N/A0.072%
4/29/2024 FAS Wealth Partners Inc.8,042$325K0.0%N/A0.002%
4/29/2024 Private Capital Advisors Inc.27,731$1.12M0.1%N/A0.008%
4/29/2024 Financial Futures Ltd Liability Co.33,915$1.37M0.9%N/A0.009%
4/27/2024 K.J. Harrison & Partners Inc21,340$864K0.1%N/A0.006%
4/26/2024 Mesirow Financial Investment Management Inc.14,550$589K0.0%N/A0.004%
4/26/2024 Bogart Wealth LLC1,354$55K0.0%N/A0.000%
4/25/2024 Lindbrook Capital LLC2,000$81K0.0%N/A0.001%
4/25/2024 Advocate Group LLC5,193$210K0.0%N/A0.001%
4/25/2024 Whalen Wealth Management Inc.7,925$321K0.2%N/A0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.276,214$11.18M0.0%N/A0.077%
4/24/2024 Zhang Financial LLC80,825$3.27M0.2%N/A0.023%
4/24/2024 Activest Wealth Management34,060$1.38M0.7%N/A0.010%
4/24/2024 Oxler Private Wealth LLC277,769$11.24M4.4%N/A0.078%
4/24/2024 Newbridge Financial Services Group Inc.8,171$331K0.1%N/A0.002%
4/24/2024 Simplicity Wealth LLC60,500$2.45M0.1%N/A0.017%
4/24/2024 Ackerman Capital Advisors LLC16,391$663K0.2%N/A0.005%
4/24/2024 Avitas Wealth Management LLC13,454$544K0.1%N/A0.004%
4/24/2024 Gemmer Asset Management LLC9,631$390K0.0%N/A0.003%
4/23/2024 Bfsg LLC1,010$41K0.0%N/A0.000%
4/23/2024 Global Retirement Partners LLC34,442$1.39M0.1%N/A0.010%
4/23/2024 DeDora Capital Inc.5,901$239K0.1%N/A0.002%
4/23/2024 Masso Torrence Wealth Management Inc.8,227$333K0.2%N/A0.002%
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4/23/2024 Fifth Third Bancorp3,545$143K0.0%N/A0.001%
4/23/2024 Sapient Capital LLC11,223$454K0.0%N/A0.003%
4/22/2024 Signature Wealth Management Group27,909$1.13M0.5%N/A0.008%
4/19/2024 Accel Wealth Management11,550$467K0.2%N/A0.003%
4/19/2024 Financial Sense Advisors Inc.31,585$1.28M0.4%N/A0.009%
4/19/2024 Wallington Asset Management LLC15,573$630K0.1%N/A0.004%
4/19/2024 JTC Employer Solutions Trustee Ltd2,158$84K0.0%N/A0.001%
4/19/2024 Altiora Financial Group LLC11,884$481K0.1%N/A0.003%
4/18/2024 SeaCrest Wealth Management LLC37,649$1.52M0.2%N/A0.011%
4/18/2024 Requisite Capital Management LLC19,777$800K0.2%N/A0.006%
(Data available from 1/1/2016 forward)

IBIT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBIT shares?

During the previous two years, 130 institutional investors and hedge funds held shares of iShares Bitcoin Trust. The most heavily invested institutionals were Bracebridge Capital LLC ($100.64M), Titan Global Capital Management USA LLC ($65.56M), Monolith Management Ltd ($24.42M), Quattro Financial Advisors LLC ($18.95M), IvyRock Asset Management HK Ltd ($18.65M), Context Capital Management LLC ($17.93M), and Ethos Financial Group LLC ($14.18M).Learn more on IBIT's institutional investors.

Which institutional investors have been buying iShares Bitcoin Trust stock?

Of the 130 institutional investors that purchased iShares Bitcoin Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bracebridge Capital LLC ($2.49M), Titan Global Capital Management USA LLC ($1.62M), Monolith Management Ltd ($603.30K), Quattro Financial Advisors LLC ($468.20K), IvyRock Asset Management HK Ltd ($460.80K), Context Capital Management LLC ($443K), and Ethos Financial Group LLC ($350.46K).

How much institutional buying is happening at iShares Bitcoin Trust?

Institutional investors have bought a total of 10,273,461 shares in the last 24 months. This purchase volume represents approximately $415.77M in transactions.


This page (NASDAQ:IBIT) was last updated on 5/14/2024 by MarketBeat.com Staff

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