IBIT ISHARES BITCOIN TR

Ownership history in HOWE & RUSLING INC  ·  5 quarters on record

This page tracks every 13F SEC filing in which HOWE & RUSLING INC 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
0.54% (2024 Q1)
Avg. % of fund
0.17%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,568 -1,633 -26.3% 0.02% $297K $65.00
2025 Q2 ADDED 6,201 +1,706 +38.0% 0.03% $380K $61.21
2024 Q4 REDUCED 4,495 -72,912 -94.2% 0.02% $238K $53.05
2024 Q2 REDUCED 77,407 -61,395 -44.2% 0.24% $2.6M $34.14
2024 Q1 INITIATED 138,802 0.54% $5.6M
% of Fund (quarterly)    IBIT price (monthly, adj. close)
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