Ownership history in CWM, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CWM, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 402,283 | +392,283 | +3922.8% | 0.05% | $20.0M | $49.65 |
| 2025 Q3 | REDUCED | 10,000 | -381,498 | -97.4% | 0.00% | $13K | $65.00 |
| 2025 Q3 | ADDED | 391,498 | +131,473 | +50.6% | 0.08% | $25.4M | $65.00 |
| 2025 Q2 | ADDED | 260,025 | +35,607 | +15.9% | 0.06% | $15.9M | $61.21 |
| 2025 Q1 | ADDED | 224,418 | +90,197 | +67.2% | 0.04% | $10.5M | $46.81 |
| 2024 Q4 | ADDED | 134,221 | +54,446 | +68.2% | 0.03% | $7.1M | $53.05 |
| 2024 Q3 | ADDED | 79,775 | +44,539 | +126.4% | 0.01% | $2.9M | $36.13 |
| 2024 Q2 | INITIATED | 35,236 | — | — | 0.01% | $1.2M | — |
As of 2025 Q4 — sorted by position size