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iShares Bitcoin Trust ETF (IBIT) Institutional Ownership

iShares Bitcoin Trust ETF logo
$36.65 +0.23 (+0.63%)
As of 12:21 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)
1380
Total
Institutional Inflows
(last 12 months)
$4.22B
Number of
Institutional Sellers
(last 12 months)
476
Total
Institutional Outflows
(last 12 months)
$1.88B
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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
8/17/2026 Permian Investment Partners LP27,407$912.38M0.1%N/A0.002%
8/10/2026 Sound Financial Strategies Group LLC16,935$564K0.4%N/A0.001%
8/8/2026 Wealthfront Advisers LLC1,760,650$58.61M0.1%+20.5%0.135%
8/8/2026 Sagace Wealth Management LLC35,592$1.19M0.7%-3.8%0.003%
8/8/2026 Element Pointe Advisors LLC92,524$3.08M0.5%+5.0%0.007%
8/8/2026 Aljian Capital Management LLC43,131$1.44M0.3%-11.5%0.003%
8/8/2026 K2 Principal Fund L.P.122,542$4.08M0.3%-8.4%0.009%
8/8/2026 Gould Capital LLC44,962$1.50M0.8%+74.0%0.003%
8/7/2026 Citizens Financial Group Inc. RI55,720$1.86M0.0%-0.7%0.004%
8/7/2026 Texas Capital Bank Wealth Management Services Inc2,021,610$67.30M3.6%-0.5%0.156%
8/7/2026 K.J. Harrison & Partners Inc49,228$1.64M0.2%+156.0%0.004%
8/7/2026 Oarsman Capital Inc.8,089$269K0.0%-41.0%0.001%
8/7/2026 Luminist Capital LLC4,320$134K0.2%+60.1%0.000%
8/7/2026 Occidental Asset Management LLC7,657$255K0.0%N/A0.001%
8/7/2026 Pallas Capital Advisors LLC14,197$473K0.0%-58.5%0.001%
8/7/2026 Perigon Wealth Management LLC82,976$2.76M0.0%-36.1%0.006%
8/7/2026 Oak Barrel Wealth Advisory LLC18,500$616K0.3%N/A0.001%
8/7/2026 Palatine Hill Wealth Management LLC6,874$229K0.2%N/A0.001%
8/7/2026 Pursue Wealth Partners LLC14,919$497K0.3%-14.2%0.001%
8/7/2026 Trust Co. of Vermont3,945$131K0.0%N/A0.000%
8/7/2026 Principle Wealth Partners LLC13,903$463K0.0%+12.3%0.001%
8/7/2026 Requisite Capital Management LLC106,480$3.55M0.6%-9.2%0.008%
8/7/2026 Joseph P. Lucia & Associates LLC10,612$353K0.1%-20.8%0.001%
8/7/2026 Capital Financial Group Inc. Co. ADV37,156$1.24M0.6%+153.8%0.003%
8/7/2026 OneDigital Investment Advisors LLC79,200$2.64M0.0%+6.4%0.006%
8/7/2026 Simplicity Wealth LLC34,397$1.15M0.0%-47.2%0.003%
8/7/2026 N.E.W. Advisory Services LLC5,948$198K0.0%+7.3%0.000%
8/7/2026 Continuum Advisory LLC5,521$184K0.0%-51.3%0.000%
8/6/2026 Arrowroot Family Office LLC9,007$300K0.1%+15.7%0.001%
8/6/2026 Aspirean Wealth LLC6,262$208K0.2%+7.8%0.000%
8/6/2026 J.Safra Asset Management Corp16,980$565K0.0%+12.4%0.001%
8/6/2026 Flputnam Investment Management Co.1,500$50K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC320,608$10.67M0.2%N/A0.025%
8/6/2026 SCS Capital Management LLC51,251$1.71M0.0%-7.0%0.004%
8/6/2026 IAG Wealth Partners LLC4,665$155K0.0%+237.6%0.000%
8/6/2026 CORDA Investment Management LLC.33,760$1.12M0.1%+5.0%0.003%
8/6/2026 Silverlake Wealth Management LLC9,127$304K0.1%+8.7%0.001%
8/6/2026 Bank of New York Mellon Corp85,282$2.84M0.0%+112.7%0.007%
8/6/2026 Concentrum Wealth Management105,331$3.51M0.8%-12.2%0.008%
8/6/2026 Prospect Financial Services LLC33,560$1.12M0.6%-2.5%0.003%
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8/6/2026 Focus Partners Advisor Solutions LLC100,879$3.36M0.0%+3.9%0.008%
8/6/2026 Kelleher Financial Advisors5,926$197K0.0%+100.0%0.000%
8/6/2026 Ashford Advisors LLC11,640$387K0.1%N/A0.001%
8/6/2026 Canton Hathaway LLC10,000$333K0.1%-28.1%0.001%
8/6/2026 All Stars Investment Ltd272,800$9.08M4.6%-20.0%0.021%
8/6/2026 Meridian Wealth Management LLC41,694$1.39M0.0%+55.7%0.003%
8/6/2026 Centerpoint Advisors LLC1,016$34K0.0%N/A0.000%
8/6/2026 Insight Advisors LLC PA14,258$475K0.1%-16.8%0.001%
8/6/2026 Andina Capital Management LLC7,094$236K0.4%-82.5%0.001%
8/6/2026 Mosaic Family Wealth Partners LLC10,837$361K0.0%+24.7%0.001%
8/6/2026 Retirement Planning Group LLC9,533$317K0.0%-25.4%0.001%
8/5/2026 Innovative Asset Advisors Group LLC7,985$266K0.1%-11.6%0.001%
8/5/2026 DecisionPoint Financial LLC3,705$126K0.0%-14.6%0.000%
8/5/2026 AlTi Global Inc.297,676$9.91M0.2%-27.0%0.023%
8/5/2026 HighTower Advisors LLC1,349,658$44.93M0.0%+1.9%0.104%
8/5/2026 Gruss & Co. LLC21,700$722K1.8%N/A0.002%
8/5/2026 Rik Saylor Financial Inc.34,201$1.14M0.8%-1.0%0.003%
8/5/2026 Convergence Financial LLC146,531$4.88M0.4%+107.8%0.011%
8/5/2026 GWN Securities Inc.9,818$327K0.1%-7.2%0.001%
8/5/2026 Aspiring Ventures LLC58,382$1.94M0.5%+269.6%0.005%
8/5/2026 Parr Mcknight Wealth Management Group LLC10,710$357K0.0%N/A0.001%
8/5/2026 PDS Planning Inc7,976$266K0.0%+27.6%0.001%
8/5/2026 Fifth Third Bancorp353,250$11.76M0.0%+45.3%0.027%
8/5/2026 VCI Wealth Management LLC247,831$8.25M2.1%+5.2%0.019%
8/5/2026 Midwest Trust Co33,642$1.12M0.0%-1.8%0.003%
8/5/2026 Audent Global Asset Management LLC78,476$2.61M2.9%-4.5%0.006%
8/5/2026 Sacks & Associates LLC19,073$680K0.5%N/A0.001%
8/5/2026 Joel Isaacson & Co. LLC26,496$882K0.0%-4.0%0.002%
8/5/2026 McAdam LLC23,001$766K0.0%+20.3%0.002%
8/4/2026 Transcend Capital Advisors LLC83,470$2.78M0.2%+5.7%0.006%
8/4/2026 Titan Global Capital Management USA LLC565,894$18.84M2.4%-4.5%0.044%
8/4/2026 Pacific Life Fund Advisors LLC195,107$6.50M0.7%N/A0.015%
8/4/2026 Gateway Wealth Partners LLC12,177$405K0.0%-75.5%0.001%
8/4/2026 Choreo LLC34,717$1.16M0.0%-2.1%0.003%
8/4/2026 IvyRock Asset Management HK Ltd246,400$8.20M4.6%+48.1%0.019%
8/4/2026 Symphony Financial Ltd. Co.7,637$255K0.0%+16.2%0.001%
8/4/2026 Crew Capital Management Ltd10,924$364K0.2%+28.7%0.001%
8/4/2026 Commonwealth Retirement Investments LLC1,056$35K0.0%N/A0.000%
8/4/2026 GR Financial Group LLC34,791$1.16M0.2%+177.3%0.003%
8/3/2026 BIP Wealth LLC25,429$847K0.0%-16.9%0.002%
8/3/2026 Sage Rhino Capital LLC10,162$338K0.1%+11.5%0.001%
8/3/2026 Pinnacle Associates Ltd.10,671$355K0.0%+6.1%0.001%
8/3/2026 Total Investment Management Inc.77,396$2.76M0.3%+16.0%0.006%
8/3/2026 PCG Wealth Advisors LLC9,479$316K0.1%-15.8%0.001%
8/3/2026 Vontobel Holding Ltd.45,294$1.51M0.0%+440.6%0.003%
8/3/2026 Avid Wealth Partners LLC63,747$2.12M1.0%+32.9%0.005%
8/3/2026 Elevated Capital Advisors LLC2,275$76K0.0%+47.8%0.000%
8/3/2026 Turn8 Private Wealth Inc.21,120$703K0.5%-33.2%0.002%
8/3/2026 Ranch Capital Advisors Inc.7,998$266K0.1%-8.7%0.001%
7/10/2026 Regent Peak Wealth Advisors LLC66,277$2.21M0.4%-6.2%0.005%
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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%


IBIT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,901 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), Permian Investment Partners LP ($912.38M), Symmetry Investments LP ($672.61M), Morgan Stanley ($667.33M), and Mubadala Investment Co PJSC ($630.67M).Learn more on iShares Bitcoin Trust ETF's institutional investors.

Of the 1,853 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), IMC Chicago LLC ($8.95M), Laurore Ltd ($8.79M), and D. E. Shaw & Co. Inc. ($7.49M).

Institutional investors have bought a total of 80,607,953 shares in the last 24 months. This purchase volume represents approximately $4.22B in transactions.

Of the 476 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 37,949,576 shares in the last 24 months. This volume of shares sold represents approximately $1.88B in transactions.


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Institutional ownership data for NASDAQ:IBIT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/17/2026. New 13F filings are added each quarter as they're published.
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