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Ishares Bitcoin Tr shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Ishares Bitcoin Tr

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All positions including Ishares Bitcoin Tr held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7k 110 33.29

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Ishares Bitcoin Tr

Jane Street
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Brevan Howard Capital Management
Millennium Management
Avenir Tech
Morgan Stanley
Mubadala Investment Co PJSC
BlackRock
Barclays
Parallax Volatility Advisers
Abu Dhabi Investment Council Co P.J.S.C
Marex Group
Wells Fargo & Company

View all funds holding Ishares Bitcoin Tr