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Get Institutions for : 
iShares Bitcoin Trust (IBIT)  
$35.40 1.60 (4.73%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    19
Total shares held : 
 1,777,930  
% of shares held : 
 19.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 435,387  
% of shares held change : 
   4.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
35.40 (0%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 435,387
 24.49%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
31
 1,342,543
 75.51%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Yong Rong (HK) Asset Management Ltd 4 *New 2024-03-31 1,127,561 $45,633,000 1,127,561
   QUATTRO FINANCIAL ADVISORS LLC 3 *New 2024-03-31 468,200 $18,948,000 468,200
   Oxler Private Wealth LLC 6 *New 2024-03-31 277,769 $11,241,000 277,769
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 416 *New 2024-03-31 276,214 $11,178,000 276,214
   COMMONWEALTH EQUITY SERVICES LLC. 771 *New 2024-03-31 256,075 $10,363,000 256,075
   Brookstone Capital Management 177 *New 2024-03-31 173,386 $7,017,000 173,386
   Fiduciary Alliance LLC 33 *New 2024-03-31 135,350 $5,380,000 135,350
   PANORAMIC INVESTMENT ADVISORS LLC 4 *New 2024-03-31 121,605 $4,921,000 121,605
   EPIQ PARTNERS LLC 10 *New 2024-03-31 103,962 $4,207,000 103,962
   KINGSWOOD WEALTH ADVISORS LLC *New 2024-03-31 98,411 $3,983,000 98,411
   Traynor Capital Management Inc. *New 2024-03-31 90,590 $3,666,000 90,590
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 769 *New 2024-03-31 84,419 $3,416,000 84,419
   Zhang Financial LLC 58 *New 2024-03-31 80,825 $3,271,000 80,825
   Financial Enhancement Group LLC 56 *New 2024-03-31 77,157 $2,943,000 77,157
   DELTEC ASSET MANAGEMENT LLC 43 *New 2024-03-31 71,400 $2,890,000 71,400
   Simplicity WealthLLC 312 *New 2024-03-31 60,500 $2,448,000 60,500
   Synergy Financial Management LLC *New 2024-03-31 52,108 $2,109,000 52,108
   UDINE WEALTH MANAGEMENT INC. 17 *New 2024-03-31 50,280 $2,035,000 50,280
   Upper Left Wealth Management LLC 20 *New 2024-03-31 48,560 $1,965,000 48,560
   Compagnie Lombard Odier SCA 138 *New 2024-03-31 43,670 $1,767,000 43,670
   SeaCrest Wealth Management LLC *New 2024-03-31 37,649 $1,524,000 37,649
   All Season Financial Advisors Inc. *New 2024-03-31 36,676 $1,484,000 36,676
   Global Retirement Partners LLC 301 *New 2024-03-31 34,442 $1,394,000 34,442
   Activest Wealth Management 19 *New 2024-03-31 34,060 $1,378,000 34,060
   PUPLAVA FINANCIAL SERVICES INC *New 2024-03-31 31,585 $1,278,000 31,585
   Bellecapital International Ltd. 60 *New 2024-03-31 28,550 $1,155,000 28,550
   PRIVATE CAPITAL ADVISORS INC 44 *New 2024-03-31 27,731 $1,122,000 27,731
   Signature Wealth Management Group 68 *New 2024-03-31 27,909 $1,023,000 27,909
   Empower Advisory Group LLC 228 *New 2024-03-31 24,769 $1,002,000 24,769
   K.J. HARRISON & PARTNERS INC 143 *New 2024-03-31 21,340 $864,000 21,340
   Signal Advisors Wealth LLC *New 2024-03-31 20,571 $832,000 20,571
   RIA Advisory Group LLC 44 *New 2024-03-31 20,174 $816,000 20,174
   BANK OF NEW YORK MELLON CORP 3238 *New 2024-03-31 19,918 $806,000 19,918
   Requisite Capital Management LLC 34 *New 2024-03-31 19,777 $800,000 19,777
   Ackerman Capital Advisors LLC 62 *New 2024-03-31 16,391 $663,000 16,391
   WALLINGTON ASSET MANAGEMENT LLC *New 2024-03-31 15,573 $630,000 15,573
   Sequoia Financial Advisors LLC 619 *New 2024-03-31 15,039 $609,000 15,039
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 314 *New 2024-03-31 14,550 $589,000 14,550
   Sovereign Financial Group Inc. 131 *New 2024-03-31 14,322 $580,000 14,322
   Global Strategic Investment Solutions LLC 90 *New 2024-03-31 14,185 $574,000 14,185
   Avitas Wealth Management LLC 168 *New 2024-03-31 13,454 $544,000 13,454
   LexAurum Advisors LLC *New 2024-03-31 11,973 $485,000 11,973
   Coston McIsaac & Partners *New 2024-03-31 11,904 $481,000 11,904
   Altiora Financial Group LLC *New 2024-03-31 11,884 $481,000 11,884
   Accel Wealth Management 113 *New 2024-03-31 11,550 $467,000 11,550
   SAPIENT CAPITAL LLC 249 *New 2024-03-31 11,223 $454,000 11,223
   Patriot Investment Management Inc. 172 *New 2024-03-31 11,065 $448,000 11,065
   Main Street Financial Solutions LLC 328 *New 2024-03-31 10,892 $441,000 10,892
   Gilbert & Cook Inc. 157 *New 2024-03-31 10,883 $440,000 10,883
   Emerald Investment Partners LLC 204 *New 2024-03-31 10,670 $432,000 10,670
   GIBSON CAPITAL MANAGEMENT, LTD. 40 *New 2024-03-31 9,884 $400,000 9,884
   Gemmer Asset Management LLC 93 *New 2024-03-31 9,631 $390,000 9,631
   HARTLINE INVESTMENT CORP/ 252 *New 2024-03-31 9,254 $375,000 9,254
   Glassman Wealth Services 45 *New 2024-03-31 8,780 $355,000 8,780
   HANSON MCCLAIN, INC. 634 *New 2024-03-31 8,587 $348,000 8,587
   Compass Ion Advisors LLC 169 *New 2024-03-31 8,523 $345,000 8,523
   OneAscent Financial Services LLC *New 2024-03-31 8,380 $339,000 8,380
   Stratos Wealth Partners LTD. 1028 *New 2024-03-31 8,371 $339,000 8,371
   Clay Northam Wealth Management LLC 54 *New 2024-03-31 8,300 $336,000 8,300
   Masso Torrence Wealth Management Inc. 70 *New 2024-03-31 8,227 $333,000 8,227
   Newbridge Financial Services Group Inc. 131 *New 2024-03-31 8,171 $331,000 8,171
   Summit Global Investments *New 2024-03-31 8,156 $330,000 8,156
   Fortis Capital Management LLC 94 *New 2024-03-31 7,945 $322,000 7,945
   Whalen Wealth Management Inc. 67 *New 2024-03-31 7,925 $321,000 7,925
   Greenhouse Wealth Management LLC 45 *New 2024-03-31 7,313 $296,000 7,313
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. *New 2024-03-31 6,976 $282,000 6,976
   Oakmont Partners LLC 602 *New 2024-03-31 6,787 $275,000 6,787
   Embree Financial Group 159 *New 2024-03-31 6,745 $273,000 6,745
   Steel Peak Wealth Management LLC 362 *New 2024-03-31 6,726 $272,000 6,726
   Naviter Wealth LLC 202 *New 2024-03-31 6,356 $257,000 6,356
   FNY Investment Advisers LLC 110 *New 2024-03-31 6,330 $256,000 6,330
   BROWN ADVISORY HOLDINGS INC 1116 *New 2024-03-31 6,261 $253,000 6,261
   Investment Partners Asset Management Inc. 116 *New 2024-03-31 6,157 $249,000 6,157
   OLD NATIONAL BANCORP /IN/ 537 *New 2024-03-31 6,060 $245,000 6,060
   DeDora Capital Inc. 104 *New 2024-03-31 5,901 $239,000 5,901
   GRAYBILL BARTZ & ASSOC LTD *New 2024-03-31 5,825 $236,000 5,825
   Massey Quick & Co. LLC 367 *New 2024-03-31 5,643 $228,000 5,643
   CAP Partners LLC 106 *New 2024-03-31 5,516 $223,000 5,516
   CATALYST PRIVATE WEALTH LLC *New 2024-03-31 5,244 $212,000 5,244
   ADVOCATE GROUP LLC 115 *New 2024-03-31 5,193 $210,000 5,193
   Financial Security Advisor Inc. 103 *New 2024-03-31 5,115 $207,000 5,115
   Pettinga Financial Advisors LLC *New 2024-03-31 5,048 $204,000 5,048
   FIFTH THIRD BANCORP 1040 *New 2024-03-31 3,545 $143,000 3,545
   ALPHAMARK ADVISORS LLC *New 2024-03-31 2,540 $103,000 2,540
   JTC Employer Solutions Trusteee Ltd *New 2024-03-31 2,158 $84,000 2,158
   Lindbrook Capital LLC 605 *New 2024-03-31 2,000 $81,000 2,000
   Friedenthal Financial 125 *New 2024-03-31 1,945 $79,000 1,945
   Bogart Wealth LLC 360 *New 2024-03-31 1,354 $55,000 1,354
   BFSG LLC 386 *New 2024-03-31 1,010 $41,000 1,010
   SALEM INVESTMENT COUNSELORS INC *New 2024-03-31 1,025 $41,000 1,025
   Cedar Mountain Advisors LLC 85 *New 2024-03-31 979 $40,000 979
   HAZLETT BURT & WATSON INC. 357 *New 2024-03-31 1,000 $40,000 1,000
   Sound Income Strategies LLC 518 *New 2024-03-31 742 $30,000 742
   FinTrust Capital Advisors LLC 665 *New 2024-03-31 636 $26,000 636
   BURKETT FINANCIAL SERVICES LLC *New 2024-03-31 602 $24,000 602
   VALLEY NATIONAL ADVISERS INC *New 2024-03-31 564 $22,000 564
   SJS Investment Consulting Inc. 272 *New 2024-03-31 516 $21,000 516
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 371 *New 2024-03-31 330 $13,000 330
   GoalVest Advisory LLC 301 *New 2024-03-31 300 $12,000 300
   Founders Capital Management *New 2024-03-31 261 $11,000 261
  100 Records found
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