IBIT ISHARES BITCOIN TR

Ownership history in Bellwether Advisors, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Bellwether Advisors, LLC reported a position in ISHARES BITCOIN TR (IBIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.29% (2025 Q3)
Avg. % of fund
0.24%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 26,669 +386 +1.5% 0.29% $1.7M $65.00
2025 Q2 UNCHANGED 26,283 0% 0.27% $1.6M $61.21
2025 Q1 ADDED 26,283 +13 +0.0% 0.26% $1.2M $46.81
2024 Q4 UNCHANGED 26,270 0% 0.25% $1.4M $53.05
2024 Q3 UNCHANGED 26,270 0% 0.18% $949K $36.13
2024 Q2 UNCHANGED 26,270 0% 0.19% $897K $34.14
2024 Q1 INITIATED 26,270 0.23% $1.1M
% of Fund (quarterly)    IBIT price (monthly, adj. close)
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