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Ishares Bitcoin Tr shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Ishares Bitcoin Tr

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

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Quarterly reported holdings in Ishares Bitcoin Tr by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 6.6k 33.29
2026-03-31 $174k 4.5k 38.42
2025-12-31 $151k 3.0k 49.65
2025-09-30 $242k 3.7k 65.00

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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
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Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional International Small Cap Etf Etf (DFIS)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

Top funds holding Ishares Bitcoin Tr

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Abu Dhabi Investment Council Co P.J.S.C

View all funds holding Ishares Bitcoin Tr