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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

IBIT holding history

iShares Bitcoin Trust ETF in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBIT overviewAll 13F holders of IBITFull Q2 2026 holdings

Shares (Q2 2026)
44,571
Value
$1.48M
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of IBIT by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,571$1.48M0.1%+2,448+5.8%AddedHolders
Q1 202642,123$1.62M0.2%+3,193+8.2%AddedHolders
Q4 202538,930$1.93M0.2%+3,085+8.6%AddedHolders
Q3 202535,845$2.47M0.3%+337+0.9%AddedHolders
Q2 202535,508$2.17M0.3%+3,241+10.0%AddedHolders
Q1 202532,267$1.51M0.2%+775+2.5%AddedHolders
Q4 202431,492$1.67M0.2%+1,517+5.1%AddedHolders
Q3 202429,975$1.08M0.1%+17,730+144.8%AddedHolders
Q2 202412,245$418.0K0.1%+6,875+128.0%AddedHolders
Q1 20245,370$217.3K<0.1%+5,370NewHolders