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Ishares Bitcoin Tr shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Bitcoin Tr by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 40k 65.00
2025-06-30 $3.9M 65k 61.21
2025-03-31 $1.9M 41k 46.81
2024-12-31 $1.2M 22k 53.05

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial Advisors

Top funds holding Ishares Bitcoin Tr

Jane Street
Susquehanna International
Goldman Sachs Group
Brevan Howard Capital Management
Citadel Advisors
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