Public ownership evidence

iShares Bitcoin Trust ETF (IBIT) Ownership Disclosures

Read IBIT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Bitcoin Trust ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2026-03-31
Available
2026-09-01
Reported shares
35,428
Value (USD)
$1,361,144
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002149091-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBIT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBIT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2026-03-312026-09-0135,428$1,361,144None
Arbor Wealth Management LLC\AZ2025-12-312026-09-0133,421$1,659,353None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2953,048$2,483,170None
Corient Private Wealth LP2026-06-302026-08-28676,453$22,519,080None
AFFINITY WEALTH LLC2026-06-302026-08-27108,123$3,599,415None
AFFINITY WEALTH LLC2026-03-312026-08-2789,287$3,430,407None
AFFINITY WEALTH LLC2025-12-312026-08-2762,328$3,094,585None
AFFINITY WEALTH LLC2025-09-302026-08-2748,769$3,169,985None
AFFINITY WEALTH LLC2025-06-302026-08-2748,147$2,947,078None
Principia Wealth Advisory, LLC2026-06-302026-08-2759,798$1,991,991None
Principia Wealth Advisory, LLC2026-03-312026-08-2712,231$468,822None
Dakota Wealth Management2025-09-302026-08-2768,744$4,468,346None
Dakota Wealth Management2025-12-312026-08-2778,490$3,897,029None
Dakota Wealth Management2026-03-312026-08-2770,889$2,723,556None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-269,422$467,802None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-268,536$327,953None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-2616,197$539,198None
Bernard Wealth Management Corp.2026-06-302026-08-222,287$76,135None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2218,675$621,699None
ATX Financial Planning, LLC2026-06-302026-08-218,787$292,519None
Forefront Wealth Partners, LLC2026-06-302026-08-2124,127$803,188None
Rehmann Capital Advisory Group2026-06-302026-08-2110,851$362,028None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-216,556$218,249None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-213,566$118,712None
Bullock Wealth Management Group2026-06-302026-08-204$136None
Custos Family Office, LLC2026-03-312026-08-20700$26,894Call
Custos Family Office, LLC2026-03-312026-08-206,013$231,019None
Custos Family Office, LLC2026-06-302026-08-2021,143$703,850None
Kingsview Wealth Management, LLC2026-06-302026-08-20187,725$6,249,365None
BOUSSARD & GAVAUDAN GESTION SAS2026-06-302026-08-2017,585$582,591None
Archer Investment Corp2026-06-302026-08-2024,665$821,098None
CANTOR FITZGERALD, L. P.2026-06-302026-08-201,234,234$41,087,650None
Bullish2026-06-302026-08-2040,000$1,331,600None
Bullish2026-03-312026-08-2040,000$1,536,800None
Bullish2025-12-312026-08-2040,000$1,986,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,000$605Call
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2067,437$2,244,963None
Sankala Group LLC2026-06-302026-08-194,542$166,373None
Beacon Pointe Advisors, LLC2026-06-302026-08-19700$23,303Put
Beacon Pointe Advisors, LLC2026-06-302026-08-19280,150$9,326,200None
Copia Wealth Management2026-06-302026-08-1933,008$1,098,836None
JDM Financial Group LLC2026-06-302026-08-19155$5,160None
Leo H. Evart, Inc.2026-06-302026-08-1933$1,099None
Orion Capital Management LLC2026-06-302026-08-192,754$91,681None
RB Capital Management, LLC2026-06-302026-08-196,711$223,409None
CRCM LP2026-06-302026-08-19303,555$10,105,346None
CRCM LP2026-06-302026-08-19303,555$10,105,346None
BRIDGER MANAGEMENT, LLC2026-06-302026-08-1983,119$2,767,032None
Sanchez Levi Garrett2026-06-302026-08-1838,120$1,269,015None
Strive Financial Group ,LLC2026-06-302026-08-1812$399None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Arbor Wealth Management LLC\AZ ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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