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iShares Bitcoin Trust ETF (IBIT) Institutional Ownership

iShares Bitcoin Trust ETF logo
$45.41 +0.01 (+0.02%)
As of 05/8/2026 03:57 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1572
Total
Institutional Inflows
(last 12 months)
$6.75B
Number of
Institutional Sellers
(last 12 months)
537
Total
Institutional Outflows
(last 12 months)
$2.26B
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IBIT Institutional Buying and Selling by Quarter

iShares Bitcoin Trust ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026PNC Financial Services Group Inc.229,888$8.83M0.0%-56.1%0.016%
5/8/2026 Summit Global Investments15,218$585K0.0%+6.2%0.001%
5/8/2026 Cassaday & Co Wealth Management LLC45,227$1.74M0.0%+499.3%0.003%
5/8/2026 JMG Financial Group Ltd.5,825$224K0.0%+9.1%0.000%
5/8/2026 Alpha Zero LLC84,035$3.23M1.6%+43.8%0.006%
5/8/2026 Titan Global Capital Management USA LLC592,761$22.77M3.4%-4.5%0.041%
5/8/2026 Johnson Financial Group Inc.3,346$129K0.0%+75.2%0.000%
5/8/2026 Element Pointe Advisors LLC88,132$3.39M0.6%+33.1%0.006%
5/7/2026 Legacy Wealth Managment LLC ID13,049$501K0.2%+18.1%0.001%
5/7/2026 AlTi Global Inc.407,581$16.04M0.3%+3.0%0.028%
5/7/2026 Earned Wealth Advisors LLC11,870$456K0.0%+121.4%0.001%
5/7/2026 Allen Investment Management LLC892,298$34.28M0.4%-0.4%0.062%
5/7/2026 Grant Street Asset Management Inc.12,776$491K0.1%-6.0%0.001%
5/7/2026 Commonwealth Financial Services LLC12,841$493K0.1%-4.5%0.001%
5/7/2026 Parallel Advisors LLC59,672$2.29M0.0%+21.2%0.004%
5/7/2026 Planning Alternatives Ltd. ADV47,435$1.82M0.2%+101.5%0.003%
5/7/2026 World Equity Group Inc.20,530$789K0.2%+14.4%0.001%
5/7/2026 Palladiem LLC11,996$495K0.5%-43.1%0.001%
5/7/2026 Crescent Grove Advisors LLC6,735$259K0.0%N/A0.000%
5/7/2026 Ascent Wealth Partners LLC20,425$785K0.1%+26.7%0.001%
5/7/2026 Orland Properties Ltd47,825$1.84M0.7%+511.2%0.003%
5/6/2026 Audent Global Asset Management LLC82,175$3.16M3.3%-15.3%0.006%
5/6/2026 Clifford Swan Investment Counsel LLC7,415$285K0.0%-56.0%0.001%
5/6/2026 Quadrant Private Wealth Management LLC28,579$1.10M0.2%+68.2%0.002%
5/6/2026 Bartlett & CO. Wealth Management LLC2,295$88K0.0%+109.6%0.000%
5/6/2026 Ranch Capital Advisors Inc.8,764$337K0.1%-17.3%0.001%
5/6/2026 Zhang Financial LLC332,302$12.77M0.4%+1.6%0.023%
5/6/2026 Centennial Bank AR 27,530$1.06M0.4%N/A0.002%
5/6/2026 Simon Quick Advisors LLC44,484$1.71M0.1%+8.6%0.003%
5/6/2026 Kera Capital Partners Inc.17,747$682K0.1%+10.1%0.001%
5/6/2026 Cornerstone Planning Group LLC15,720$604K0.1%+99.3%0.001%
5/6/2026 Arcus Capital Partners LLC13,389$514K0.2%+113.2%0.001%
5/6/2026 Modera Wealth Management LLC15,787$607K0.0%+4.3%0.001%
5/6/2026 Advisortrust Partners LLC33,750$1.30M0.5%-26.6%0.002%
5/6/2026 Assetmark Inc.238,867$9.18M0.0%+1.8%0.017%
5/6/2026 Main Street Group LTD4,486$172K0.1%N/A0.000%
5/6/2026 Bessemer Group Inc.16,425$631K0.0%+124.7%0.001%
5/6/2026 Sofi Wealth LLC50,060$1.92M0.1%+69.8%0.003%
5/6/2026 Independent Financial Group LLC42,065$1.62M0.0%N/A0.003%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co76,788$2.95M0.2%-0.8%0.005%
5/5/2026 Wealthfront Advisers LLC1,460,531$56.11M0.1%+30.8%0.102%
5/5/2026 Beaumont Financial Advisors LLC30,828$1.18M0.1%-2.6%0.002%
5/5/2026 Bank of New York Mellon Corp40,103$1.54M0.0%-65.5%0.003%
5/5/2026 Three Seasons Wealth LLC22,858$878K0.3%+34.4%0.002%
5/5/2026 Collaborative Wealth Managment Inc.6,634$255K0.1%+30.8%0.000%
5/5/2026 Geneos Wealth Management Inc.14,005$538K0.0%+12.3%0.001%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.10,515$404K0.0%+40.1%0.001%
5/5/2026 NFSG Corp48,229$1.85M0.3%-4.2%0.003%
5/5/2026 Ethos Financial Group LLC32,552$1.37M0.1%+10.3%0.002%
5/5/2026 SouthState Bank Corp4,411$169K0.0%-11.5%0.000%
5/5/2026 Sanctuary Advisors LLC391,483$15.04M0.1%-37.3%0.027%
5/5/2026 BlueChip Wealth Advisors LLC22,189$853K0.4%-1.9%0.002%
5/5/2026 Sterling Investment Advisors Ltd.26,104$1.00M0.2%-28.3%0.002%
5/5/2026 Cornerstone Advisory LLC58,773$2.26M0.2%+17.9%0.004%
5/5/2026 1ST Source Bank5,750$221K0.0%+14.4%0.000%
5/5/2026 Wealthgarden F.S. LLC9,015$346K0.2%+44.3%0.001%
5/5/2026 Roberts Glore & Co. Inc. IL10,080$387K0.1%N/A0.001%
5/5/2026 Nwam LLC11,130$428K0.0%-23.1%0.001%
5/4/2026 Calamos Wealth Management LLC35,366$1.36M0.0%-14.2%0.002%
5/4/2026 Calamos Advisors LLC35,366$1.36M0.0%N/A0.002%
5/4/2026 AMG National Trust Bank19,275$741K0.0%N/A0.001%
5/4/2026 Retirement Planning Group LLC12,783$491K0.0%+2.0%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,838$455K0.0%-29.6%0.001%
5/4/2026 Glassman Wealth Services19,296$741K0.1%+11.7%0.001%
5/4/2026 Bleakley Financial Group LLC345,318$13.27M0.2%-18.2%0.024%
5/4/2026 Center for Financial Planning Inc.1,300$50K0.0%N/A0.000%
5/4/2026 HBW Advisory Services LLC12,883$495K0.1%+25.2%0.001%
5/4/2026 Nadler Financial Group Inc.9,450$363K0.0%+107.4%0.001%
5/4/2026 Team Financial Group LLC3,119$120K0.1%+23.6%0.000%
5/4/2026 Abound Financial LLC33,917$1.30M0.6%+52.6%0.002%
5/4/2026 J. Safra Sarasin Holding AG219,429$8.43M0.1%+52.9%0.015%
5/4/2026 Hibernia Wealth Partners LLC12,714$488K0.1%+8.8%0.001%
5/4/2026 CORDA Investment Management LLC.32,162$1.24M0.1%+15.2%0.002%
5/4/2026 Paradiem LLC27,512$1.06M0.2%N/A0.002%
5/4/2026 Lifeworks Advisors LLC204,612$7.86M1.0%+23.0%0.014%
5/4/2026 Procyon Advisors LLC59,306$2.28M0.0%-73.9%0.004%
5/2/2026 CAP Partners LLC14,274$548K0.3%+12.1%0.001%
5/2/2026 International Assets Investment Management LLC17,045$659K0.0%-2.6%0.001%
5/2/2026 Diversify Wealth Management LLC55,006$2.11M0.0%+505.9%0.004%
5/2/2026 Pittenger & Anderson Inc.1,506$58K0.0%-28.7%0.000%
5/2/2026 Carnegie Investment Counsel27,797$1.07M0.0%+50.3%0.002%
5/1/2026 Castle Wealth Management LLC5,949$229K0.1%+23.6%0.000%
5/1/2026 Citizens Financial Group Inc. RI56,132$2.16M0.0%+1.5%0.004%
5/1/2026 Midwest Trust Co34,254$1.32M0.0%+122.0%0.002%
5/1/2026 Fifth Third Bancorp243,117$9.34M0.0%+126.5%0.017%
5/1/2026 Sovran Advisors LLC160,753$6.18M0.5%-49.9%0.011%
5/1/2026 American Trust30,598$1.18M0.1%+1.2%0.002%
5/1/2026 Ball & Co Wealth Management Inc.1,046$40K0.0%N/A0.000%
5/1/2026 WealthShield Partners LLC28,100$1.08M0.1%-15.6%0.002%
5/1/2026 Simplicity Wealth LLC65,191$2.51M0.1%-5.9%0.005%
5/1/2026 Avid Wealth Partners LLC47,957$1.84M0.9%+24.0%0.003%
5/1/2026 Independence Bank of Kentucky4,706$181K0.0%-72.5%0.000%
5/1/2026 Relyea Zuckerberg Hanson LLC11,317$435K0.0%-33.1%0.001%
4/30/2026 Equitable Trust Co.56,007$2.15M0.1%+114.5%0.004%
4/30/2026 Graetz Wealth LLC50,130$1.93M1.7%N/A0.003%
4/30/2026 SkyOak Wealth LLC59,076$2.27M0.4%+228.9%0.004%
4/30/2026 Griffin Asset Management Inc.15,114$581K0.1%-32.7%0.001%
4/30/2026 Main Street Research LLC196,085$7.53M0.4%+9.2%0.014%
4/30/2026 Mosaic Family Wealth Partners LLC8,691$334K0.0%N/A0.001%
4/30/2026 Kestra Advisory Services LLC307,657$11.82M0.0%+13.7%0.021%


IBIT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,890 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 1,852 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 120,635,711 shares in the last 24 months. This purchase volume represents approximately $6.75B in transactions.

Of the 534 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: Sculptor Capital LP ($8.19M), 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 ($1.41M), and Private Advisor Group LLC ($1.26M).

Institutional investors have sold a total of 44,056,955 shares in the last 24 months. This volume of shares sold represents approximately $2.26B in transactions.



This page (NASDAQ:IBIT) was last updated on 5/9/2026 by MarketBeat.com Staff.
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