HoldingsChannel.com
On this page, we present all of the funds holding IBIT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IBIT, with a link to that fund's top holdings. The next columns indicate the amount of IBIT stock held by each of the funds holding IBIT, followed by the IBIT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 101 funds holding IBIT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Quattro Financial Advisors LLC. For more details on the positions held by Quattro Financial Advisors LLC (or by any of the other funds holding IBIT), click the fund name in the "Holder" column of the funds-holding-IBIT table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Quattro Financial Advisors LLC | 468,200 | $18,948 | 03/31/2024 |
| IBIT | 468,200 | $18,948 | 03/31/2024 |
| Oxler Private Wealth LLC | 277,769 | $11,241 | 03/31/2024 |
| IBIT | 277,769 | $11,241 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 276,214 | $11,178 | 03/31/2024 |
| IBIT | 276,214 | $11,178 | 03/31/2024 |
| Commonwealth Equity Services LLC | 256,075 | $10,363 | 03/31/2024 |
| IBIT | 256,075 | $10,363 | 03/31/2024 |
| Brookstone Capital Management | 173,386 | $7,017 | 03/31/2024 |
| IBIT | 173,386 | $7,017 | 03/31/2024 |
| Fiduciary Alliance LLC | 135,350 | $5,380 | 03/31/2024 |
| IBIT | 135,350 | $5,380 | 03/31/2024 |
| Panoramic Investment Advisors LLC | 121,605 | $4,921 | 03/31/2024 |
| IBIT | 121,605 | $4,921 | 03/31/2024 |
| Epiq Partners LLC | 103,962 | $4,207 | 03/31/2024 |
| IBIT | 103,962 | $4,207 | 03/31/2024 |
| Kingswood Wealth Advisors LLC | 98,411 | $3,983 | 03/31/2024 |
| IBIT | 98,411 | $3,983 | 03/31/2024 |
| Traynor Capital Management Inc. | 90,590 | $3,666 | 03/31/2024 |
| IBIT | 90,590 | $3,666 | 03/31/2024 |
| Wealth Enhancement Advisory Services LLC | 84,419 | $3,416 | 03/31/2024 |
| IBIT | 84,419 | $3,416 | 03/31/2024 |
| Zhang Financial LLC | 80,825 | $3,271 | 03/31/2024 |
| IBIT | 80,825 | $3,271 | 03/31/2024 |
| Financial Enhancement Group LLC | 77,157 | $2,943 | 03/31/2024 |
| IBIT | 77,157 | $2,943 | 03/31/2024 |
| Deltec Asset Management LLC | 71,400 | $2,890 | 03/31/2024 |
| IBIT | 71,400 | $2,890 | 03/31/2024 |
| Simplicity Wealth LLC | 60,500 | $2,448 | 03/31/2024 |
| IBIT | 60,500 | $2,448 | 03/31/2024 |
| Synergy Financial Management LLC | 52,108 | $2,109 | 03/31/2024 |
| IBIT | 52,108 | $2,109 | 03/31/2024 |
| Udine Wealth Management Inc. | 50,280 | $2,035 | 03/31/2024 |
| IBIT | 50,280 | $2,035 | 03/31/2024 |
| Upper Left Wealth Management LLC | 48,560 | $1,965 | 03/31/2024 |
| IBIT | 48,560 | $1,965 | 03/31/2024 |
| SeaCrest Wealth Management LLC | 37,649 | $1,524 | 03/31/2024 |
| IBIT | 37,649 | $1,524 | 03/31/2024 |
| All Season Financial Advisors Inc. | 36,676 | $1,484 | 03/31/2024 |
| IBIT | 36,676 | $1,484 | 03/31/2024 |
| Global Retirement Partners LLC | 34,442 | $1,394 | 03/31/2024 |
| IBIT | 34,442 | $1,394 | 03/31/2024 |
| Activest Wealth Management | 34,060 | $1,378 | 03/31/2024 |
| IBIT | 34,060 | $1,378 | 03/31/2024 |
| Financial Futures Ltd Liability Co. | 33,915 | $1,373 | 03/31/2024 |
| IBIT | 33,915 | $1,373 | 03/31/2024 |
| Financial Sense Advisors Inc. | 31,585 | $1,278 | 03/31/2024 |
| IBIT | 31,585 | $1,278 | 03/31/2024 |
| Signature Wealth Management Group | 27,909 | $1,129 | 03/31/2024 |
| IBIT | 27,909 | $1,129 | 03/31/2024 |
| Private Capital Advisors Inc. | 27,731 | $1,122 | 03/31/2024 |
| IBIT | 27,731 | $1,122 | 03/31/2024 |
| Stock Yards Bank & Trust Co. | 25,920 | $1,049 | 03/31/2024 |
| IBIT | 25,920 | $1,049 | 03/31/2024 |
| K.J. Harrison & Partners Inc | 21,340 | $864 | 03/31/2024 |
| IBIT | 21,340 | $864 | 03/31/2024 |
| Signal Advisors Wealth LLC | 20,571 | $832 | 03/31/2024 |
| IBIT | 20,571 | $832 | 03/31/2024 |
| Bank of New York Mellon Corp | 19,918 | $806 | 03/31/2024 |
| IBIT | 19,918 | $806 | 03/31/2024 |
| Requisite Capital Management LLC | 19,777 | $800 | 03/31/2024 |
| IBIT | 19,777 | $800 | 03/31/2024 |
| Ackerman Capital Advisors LLC | 16,391 | $663 | 03/31/2024 |
| IBIT | 16,391 | $663 | 03/31/2024 |
| First United Bank Trust | 15,870 | $642 | 03/31/2024 |
| IBIT | 15,870 | $642 | 03/31/2024 |
| Wallington Asset Management LLC | 15,573 | $630 | 03/31/2024 |
| IBIT | 15,573 | $630 | 03/31/2024 |
| Mesirow Financial Investment Management Inc. | 14,550 | $589 | 03/31/2024 |
| IBIT | 14,550 | $589 | 03/31/2024 |
| Sovereign Financial Group Inc. | 14,322 | $580 | 03/31/2024 |
| IBIT | 14,322 | $580 | 03/31/2024 |
| Avitas Wealth Management LLC | 13,454 | $544 | 03/31/2024 |
| IBIT | 13,454 | $544 | 03/31/2024 |
| LexAurum Advisors LLC | 11,973 | $485 | 03/31/2024 |
| IBIT | 11,973 | $485 | 03/31/2024 |
| Coston McIsaac & Partners | 11,904 | $481 | 03/31/2024 |
| IBIT | 11,904 | $481 | 03/31/2024 |
| Altiora Financial Group LLC | 11,884 | $481 | 03/31/2024 |
| IBIT | 11,884 | $481 | 03/31/2024 |
| Accel Wealth Management | 11,550 | $467 | 03/31/2024 |
| IBIT | 11,550 | $467 | 03/31/2024 |
| Sapient Capital LLC | 11,223 | $454 | 03/31/2024 |
| IBIT | 11,223 | $454 | 03/31/2024 |
| Patriot Investment Management Inc. | 11,065 | $448 | 03/31/2024 |
| IBIT | 11,065 | $448 | 03/31/2024 |
| Main Street Financial Solutions LLC | 10,892 | $441 | 03/31/2024 |
| IBIT | 10,892 | $441 | 03/31/2024 |
| WealthShield Partners LLC | 10,670 | $432 | 03/31/2024 |
| IBIT | 10,670 | $432 | 03/31/2024 |
| Gibson Capital LLC | 9,884 | $400 | 03/31/2024 |
| IBIT | 9,884 | $400 | 03/31/2024 |
| Gemmer Asset Management LLC | 9,631 | $390 | 03/31/2024 |
| IBIT | 9,631 | $390 | 03/31/2024 |
| Allworth Financial LP | 8,587 | $348 | 03/31/2024 |
| IBIT | 8,587 | $348 | 03/31/2024 |
| Compass Ion Advisors LLC | 8,523 | $345 | 03/31/2024 |
| IBIT | 8,523 | $345 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 8,371 | $339 | 03/31/2024 |
| IBIT | 8,371 | $339 | 03/31/2024 |
| OneAscent Financial Services LLC | 8,380 | $339 | 03/31/2024 |
| IBIT | 8,380 | $339 | 03/31/2024 |
| Clay Northam Wealth Management LLC | 8,300 | $336 | 03/31/2024 |
| IBIT | 8,300 | $336 | 03/31/2024 |
| Masso Torrence Wealth Management Inc. | 8,227 | $333 | 03/31/2024 |
| IBIT | 8,227 | $333 | 03/31/2024 |
| Newbridge Financial Services Group Inc. | 8,171 | $331 | 03/31/2024 |
| IBIT | 8,171 | $331 | 03/31/2024 |
| Summit Global Investments | 8,156 | $330 | 03/31/2024 |
| IBIT | 8,156 | $330 | 03/31/2024 |
| Perigon Wealth Management LLC | 8,095 | $328 | 03/31/2024 |
| IBIT | 8,095 | $328 | 03/31/2024 |
| Financial Advisory Service Inc. | 8,042 | $325 | 03/31/2024 |
| IBIT | 8,042 | $325 | 03/31/2024 |
| Whalen Wealth Management Inc. | 7,925 | $321 | 03/31/2024 |
| IBIT | 7,925 | $321 | 03/31/2024 |
| Greenhouse Wealth Management LLC | 7,313 | $296 | 03/31/2024 |
| IBIT | 7,313 | $296 | 03/31/2024 |
| Financial Management Professionals Inc. | 6,976 | $282 | 03/31/2024 |
| IBIT | 6,976 | $282 | 03/31/2024 |
| Dakota Wealth Management | 6,787 | $275 | 03/31/2024 |
| IBIT | 6,787 | $275 | 03/31/2024 |
| Steel Peak Wealth Management LLC | 6,726 | $272 | 03/31/2024 |
| IBIT | 6,726 | $272 | 03/31/2024 |
| Naviter Wealth LLC | 6,356 | $257 | 03/31/2024 |
| IBIT | 6,356 | $257 | 03/31/2024 |
| Brown Advisory Inc. | 6,261 | $253 | 03/31/2024 |
| IBIT | 6,261 | $253 | 03/31/2024 |
| Investment Partners Asset Management Inc. | 6,157 | $249 | 03/31/2024 |
| IBIT | 6,157 | $249 | 03/31/2024 |
| OLD National Bancorp IN | 6,060 | $245 | 03/31/2024 |
| IBIT | 6,060 | $245 | 03/31/2024 |
| Ashton Thomas Private Wealth LLC | 5,919 | $240 | 03/31/2024 |
| IBIT | 5,919 | $240 | 03/31/2024 |
| DeDora Capital Inc. | 5,901 | $239 | 03/31/2024 |
| IBIT | 5,901 | $239 | 03/31/2024 |
| Graybill Bartz & Assoc Ltd. | 5,825 | $236 | 03/31/2024 |
| IBIT | 5,825 | $236 | 03/31/2024 |
| Simon Quick Advisors LLC | 5,643 | $228 | 03/31/2024 |
| IBIT | 5,643 | $228 | 03/31/2024 |
| CAP Partners LLC | 5,516 | $223 | 03/31/2024 |
| IBIT | 5,516 | $223 | 03/31/2024 |
| Catalyst Private Wealth LLC | 5,244 | $212 | 03/31/2024 |
| IBIT | 5,244 | $212 | 03/31/2024 |
| Advocate Group LLC | 5,193 | $210 | 03/31/2024 |
| IBIT | 5,193 | $210 | 03/31/2024 |
| Financial Security Advisor Inc. | 5,115 | $207 | 03/31/2024 |
| IBIT | 5,115 | $207 | 03/31/2024 |
| Pettinga Financial Advisors LLC | 5,048 | $204 | 03/31/2024 |
| IBIT | 5,048 | $204 | 03/31/2024 |
| Fifth Third Bancorp | 3,545 | $143 | 03/31/2024 |
| IBIT | 3,545 | $143 | 03/31/2024 |
| AlphaMark Advisors LLC | 2,540 | $103 | 03/31/2024 |
| IBIT | 2,540 | $103 | 03/31/2024 |
| JTC Employer Solutions Trusteee Ltd | 2,158 | $84 | 03/31/2024 |
| IBIT | 2,158 | $84 | 03/31/2024 |
| Lindbrook Capital LLC | 2,000 | $81 | 03/31/2024 |
| IBIT | 2,000 | $81 | 03/31/2024 |
| Friedenthal Financial | 1,945 | $79 | 03/31/2024 |
| IBIT | 1,945 | $79 | 03/31/2024 |
| Bogart Wealth LLC | 1,354 | $55 | 03/31/2024 |
| IBIT | 1,354 | $55 | 03/31/2024 |
| Salem Investment Counselors Inc. | 1,025 | $41 | 03/31/2024 |
| IBIT | 1,025 | $41 | 03/31/2024 |
| Bfsg LLC | 1,010 | $41 | 03/31/2024 |
| IBIT | 1,010 | $41 | 03/31/2024 |
| Hazlett Burt & Watson Inc. | 1,000 | $40 | 03/31/2024 |
| IBIT | 1,000 | $40 | 03/31/2024 |
| Cedar Mountain Advisors LLC | 979 | $40 | 03/31/2024 |
| IBIT | 979 | $40 | 03/31/2024 |
| Sound Income Strategies LLC | 742 | $30 | 03/31/2024 |
| IBIT | 742 | $30 | 03/31/2024 |
| Burkett Financial Services LLC | 602 | $24 | 03/31/2024 |
| IBIT | 602 | $24 | 03/31/2024 |
| Valley National Advisers Inc. | 564 | $22 | 03/31/2024 |
| IBIT | 564 | $22 | 03/31/2024 |
| SJS Investment Consulting Inc. | 516 | $21 | 03/31/2024 |
| IBIT | 516 | $21 | 03/31/2024 |
| Indiana Trust & Investment Management CO | 330 | $13 | 03/31/2024 |
| IBIT | 330 | $13 | 03/31/2024 |
| GoalVest Advisory LLC | 300 | $12 | 03/31/2024 |
| IBIT | 300 | $12 | 03/31/2024 |
| Founders Capital Management | 261 | $11 | 03/31/2024 |
| IBIT | 261 | $11 | 03/31/2024 |
| Financial Synergies Wealth Advisors Inc. | 253 | $10 | 03/31/2024 |
| IBIT | 253 | $10 | 03/31/2024 |
| GHP Investment Advisors Inc. | 150 | $6 | 03/31/2024 |
| IBIT | 150 | $6 | 03/31/2024 |
| Aspire Private Capital LLC | 152 | $6 | 03/31/2024 |
| IBIT | 152 | $6 | 03/31/2024 |
| YHB Investment Advisors Inc. | 124 | $5 | 03/31/2024 |
| IBIT | 124 | $5 | 03/31/2024 |
| Carmichael Hill & Associates Inc. | 132 | $5 | 03/31/2024 |
| IBIT | 132 | $5 | 03/31/2024 |
| Financial Perspectives Inc | 90 | $4 | 03/31/2024 |
| IBIT | 90 | $4 | 03/31/2024 |
| Gradient Investments LLC | 56 | $2 | 03/31/2024 |
| IBIT | 56 | $2 | 03/31/2024 |
| Toth Financial Advisory Corp | 2 | $0 | 03/31/2024 |
| IBIT | 2 | $0 | 03/31/2024 |
| Moisand Fitzgerald Tamayo LLC | 8 | $0 | 03/31/2024 |
| IBIT | 8 | $0 | 03/31/2024 |
| Bear Mountain Capital Inc. | 5 | $0 | 03/31/2024 |
| IBIT | 5 | $0 | 03/31/2024 |
See Summary: Institutional Holders of IBIT
See Details: Top 10 Hedge Funds Holding IBIT
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