IBIT — ISHARES BITCOIN TR

Ownership history in Evolution Wealth Advisors, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth 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
1.66% (2025 Q2)
Avg. % of fund
1.14%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 148,686 -28,636 -16.1% 0.74% $7.4M $49.65
2025 Q3 REDUCED 177,322 -7,779 -4.2% 1.55% $11.5M $65.00
2025 Q2 ADDED 185,101 +771 +0.4% 1.66% $11.3M $61.21
2025 Q1 ADDED 184,330 +7,550 +4.3% 1.44% $8.6M $46.81
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBIT price (monthly, adj. close)

Other funds also holding IBIT

As of 2025 Q4 — sorted by position size

Copperwood Asset Management LP 100.0% NATIONAL MUTUAL FUNDS MANAGEMENT LTD 100.0% Avenir Tech Ltd 83.36% Verde Servicos Internacionais S.A. 3Y 7Y 21.13% NINE MASTS CAPITAL Ltd 3Y 7Y 16.15% Fortress Investment Group LLC 3Y 7Y 15.43% BSN Capital Partners Ltd 3Y 13.1% HARVARD MANAGEMENT CO INC 3Y 7Y 12.78% Marcho Partners LLP 3Y 11.74% Logan Stone Capital, LLC 3Y 11.0%
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