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Ishares Bitcoin Tr shares owned by Heritage Investment Group

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Heritage Investment Group from 13F filings

Historical chart of Heritage Investment Group investment in Ishares Bitcoin Tr

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All positions including Ishares Bitcoin Tr held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 20k 65.00
2025-06-30 $726k 12k 61.21
2025-03-31 $555k 12k 46.81

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Heritage Investment Group

Top funds holding Ishares Bitcoin Tr

Jane Street
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Millennium Management
Castle Hook Partners
Avenir Tech
Symmetry Investments
Weiss Asset Management LP[1
BlackRock
Belvedere Trading
Capula Management
Hudson Bay Capital Management
Mubadala Investment Co PJSC

View all funds holding Ishares Bitcoin Tr