Skip to main content

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

IBIT holding history

iShares Bitcoin Trust ETF in every 13F filed by EverSource Wealth Advisors, LLC, 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)
100,108
Value
$3.33M
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of IBIT by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026100,108$3.33M0.1%+17,376+21.0%AddedHolders
Q1 202682,732$3.18M0.1%+20,207+32.3%AddedHolders
Q4 202562,525$3.10M0.1%+10,091+19.2%AddedHolders
Q3 202552,434$3.41M0.1%+27,595+111.1%AddedHolders
Q2 202524,839$1.52M0.1%+3,308+15.4%AddedHolders
Q1 202521,531$1.01M0.1%+5,292+32.6%AddedHolders
Q4 202416,239$861.5K<0.1%+4,186+34.7%AddedHolders
Q3 202412,053$435.5K<0.1%+4,341+56.3%AddedHolders
Q2 20247,712$286.7K<0.1%+42+0.5%AddedHolders
Q1 20247,670$257.5K<0.1%+7,670NewHolders