IBIT · Institutional ETF holdings
Browse managers’ reported crypto ETF shares in SEC Form 13F archives. Compare disclosure dates, reporting quarters and position types.
SEC Form 13F datasets · Snapshot checked 2026-10-14 20:36 UTC · Archive period: 2026-06-01 to 2026-08-31 · Bundled source snapshot
2,046 matching records · Page 69 of 82
Filings in the source archive: 2026-06-01 through 2026-08-31. Late reports and amendments can describe earlier quarters.
Reported positions from this SEC filing archive only. Filing windows differ from holdings quarter ends. Late filings, later amendments, confidential positions and managers without a 13F report may be absent. Shared discretion can duplicate exposure across managers. Put and call positions are separate from direct shares. Values are as filed, not current market values.
1 filing could not be classified reliably; 3 matching positions were excluded.
Some as-filed summary totals differ from their information tables. Valid position rows remain included and show a source discrepancy note.
| Fund | Reporting manager | Quarter | Reported quantity | Reported value USD | Position / discretion | SEC filing |
|---|---|---|---|---|---|---|
| IBIT | CARY STREET PARTNERS INVESTMENT ADVISORY LLCCIK 0001766904 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 186.00 | $6,192 | SharesOTR · Shared discretion | 2026-07-17 |
| IBIT | Davis Capital ManagementCIK 0001811806 | 2026-Q22026-06-30 | 182.00 | $6,059 | SharesSOLE | 2026-07-16 |
| IBIT | Creative PlanningCIK 0001540235 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 181.00 | $6,025 | SharesDFND · Shared discretion | 2026-08-13 |
| IBIT | NVWM, LLCCIK 0001697274 | 2026-Q22026-06-30 | 181.00 | $6,025 | SharesSOLE | 2026-07-29 |
| IBIT | Manchester Capital Management LLCCIK 0001393389 | 2026-Q22026-06-30 | 175.00 | $5,826 | SharesSOLE | 2026-08-13 |
| IBIT | FIDUCIARY FINANCIAL ADVISORSCIK 0002116119 | 2026-Q22026-06-30 | 175.00 | $5,826 | SharesSOLE | 2026-08-14 |
| IBIT | BOK Financial Private Wealth, Inc.CIK 0001317348 | 2026-Q22026-06-30 | 172.00 | $5,726 | SharesSOLE | 2026-08-10 |
| IBIT | AE Wealth Management LLCCIK 0001697723 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 172.00 | $5,726 | SharesOTR · Shared discretion | 2026-08-03 |
| IBIT | Rosenberg Matthew HamiltonCIK 0001812103 · As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 172.00 | $5,726 | SharesSOLE | 2026-07-17 |
| IBIT | Ascentis Wealth Management, LLCCIK 0002032602 | 2026-Q22026-06-30 | 170.00 | $5,659 | SharesSOLE | 2026-07-30 |
| IBIT | UBS Group AGCIK 0001610520 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 168.00 | $5,593 | SharesDFND · Shared discretion | 2026-08-13 |
| IBIT | Walsh & Associates, LLCCIK 0002135144 | 2026-Q22026-06-30 | 165.00 | $5,493 | SharesSOLE | 2026-07-21 |
| IBIT | AMERIPRISE FINANCIAL INCCIK 0000820027 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 164.00 | $5,460 | SharesDFND · Shared discretion | 2026-08-14 |
| IBIT | FIDUCIARY FINANCIAL ADVISORSCIK 0002116119 | 2026-Q22026-06-30 | 164.00 | $5,460 | SharesSOLE | 2026-08-14 |
| IBIT | NBH BankCIK 0002148930 | 2026-Q22026-06-30 | 163.00 | $5,426 | SharesSOLE | 2026-08-14 |
| IBIT | Friedenthal FinancialCIK 0001598611 | 2026-Q22026-06-30 | 162.00 | $5,393 | SharesSOLE | 2026-07-13 |
| IBIT | Investment Research & Advisory Group, Inc.CIK 0001802136 · As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 161.00 | $5,360 | SharesSOLE | 2026-07-23 |
| IBIT | SHP Wealth ManagementCIK 0001807060 | 2026-Q22026-06-30 | 160.00 | $5,328 | SharesSOLE | 2026-08-11 |
| IBIT | 1 NORTH WEALTH SERVICES LLCCIK 0001641761 | 2026-Q22026-06-30 | 160.00 | $5,326 | SharesSOLE | 2026-08-03 |
| IBIT | Buck Wealth Strategies, LLCCIK 0001973259 | 2026-Q22026-06-30 | 157.00 | $5,227 | SharesSOLE | 2026-07-30 |
| IBIT | Ascentis Wealth Management, LLCCIK 0002032602 | 2026-Q22026-06-30 | 156.00 | $5,193 | SharesSOLE | 2026-07-30 |
| IBIT | JDM Financial Group LLCCIK 0001960212 | 2026-Q22026-06-30 | 155.00 | $5,160 | SharesSOLE | 2026-08-18 |
| IBIT | Ascentis Wealth Management, LLCCIK 0002032602 | 2026-Q22026-06-30 | 155.00 | $5,159 | SharesSOLE | 2026-07-30 |
| IBIT | Coastline Trust CoCIK 0001324279 · Discretion may be shared with another manager; Filer reports confidential holdings omitted | 2026-Q22026-06-30 | 151.00 | $5,027 | SharesDFND · Shared discretion | 2026-08-14 |
| IBIT | FIDUCIARY FINANCIAL ADVISORSCIK 0002116119 | 2026-Q22026-06-30 | 151.00 | $5,027 | SharesSOLE | 2026-08-14 |