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Ishares Bitcoin Tr shares owned by HCR Wealth Advisors

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by HCR Wealth Advisors from 13F filings

Historical chart of HCR Wealth Advisors investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Bitcoin Tr held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 30k 36.13
2024-06-30 $418k 12k 34.14
2024-03-31 $217k 5.4k 40.47

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Nvidia Corp Common Stock (NVDA)
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Ametek Common Stock (AME)
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Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding Ishares Bitcoin Tr

IMC-Chicago
Capula Management
Goldman Sachs Group
Aristeia Capital
Morgan Stanley
Schonfeld Strategic Advisors
OZ Management
Avenir Tech
Graham Capital Management
BlackRock
CRCM
Hound Partners
Susquehanna International
D. E. Shaw & Co
Pine Ridge Advisers

View all funds holding Ishares Bitcoin Tr