Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Bitcoin Trust (IBIT)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: IBIT (4-star) is a SELL. SELL since 3 days. Profits (16.27%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 29.49% | Avg. Invested days 45 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.23 - 63.70 | Updated Date 06/30/2025 |
52 Weeks Range 28.23 - 63.70 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Bitcoin Trust
ETF Overview
Overview
The iShares Bitcoin Trust (IBIT) seeks to reflect generally the performance of the price of bitcoin. It provides investors with access to bitcoin exposure within a traditional exchange-traded fund structure. The fund primarily holds bitcoin and aims to provide a cost-effective way to gain bitcoin exposure without directly purchasing and managing the digital asset.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation for reliability and responsible fund management.
Management Expertise
BlackRock has significant experience in managing a wide range of ETFs and investment products, leveraging their expertise in financial markets and portfolio management.
Investment Objective
Goal
To reflect the performance of the price of bitcoin.
Investment Approach and Strategy
Strategy: The fund aims to hold bitcoin and its value directly reflects the fluctuations in Bitcoin's price.
Composition The ETF's composition consists solely of bitcoin. The fund purchases and holds actual bitcoin.
Market Position
Market Share: IBIT is a significant player in the Bitcoin ETF market, rapidly gaining market share since its inception.
Total Net Assets (AUM): 19680000000
Competitors
Key Competitors
- GBTC
- FBTC
- ARKB
- BITB
- BRRR
Competitive Landscape
The Bitcoin ETF market is highly competitive, with several issuers vying for market share. IBIT benefits from BlackRock's brand recognition and distribution network. GBTC has had an advantage with its established presence as a trust before conversion, but has faced outflow pressure due to high fees. Newer ETFs like FBTC and ARKB are offering competitive fees and innovative marketing strategies.
Financial Performance
Historical Performance: Since inception, the iShares Bitcoin Trust has closely tracked the price of bitcoin, experiencing significant volatility in line with the underlying asset. (Past performance is not indicative of future results.)
Benchmark Comparison: The ETF's performance closely mirrors the performance of Bitcoin.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average daily trading volume of IBIT is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for IBIT is generally tight, facilitating efficient trading.
Market Dynamics
Market Environment Factors
Bitcoin ETFs are heavily influenced by macroeconomic factors, regulatory developments, and overall sentiment towards cryptocurrency. Investor demand for Bitcoin can also affect IBIT.
Growth Trajectory
IBIT's growth trajectory is tied to the adoption and acceptance of Bitcoin as an investment asset. The fundu2019s strategy is to consistently track the price of Bitcoin, adapting to any changes in regulations or market conditions.
Moat and Competitive Advantages
Competitive Edge
IBIT benefits from BlackRock's established brand, scale, and distribution network. BlackRock's reputation provides trust and comfort to investors seeking Bitcoin exposure through a regulated and familiar investment vehicle. IBIT's lower expense ratio compared to some competitors gives it a cost advantage. This makes the barrier to entry to the Bitcoin market more enticing.
Risk Analysis
Volatility
IBIT is subject to the high volatility inherent in Bitcoin, which can lead to significant price fluctuations.
Market Risk
IBIT is exposed to regulatory risk, security risk, and market manipulation risks specific to the Bitcoin market.
Investor Profile
Ideal Investor Profile
The ideal investor for IBIT is someone with a high risk tolerance who believes in the long-term potential of Bitcoin. This could include individuals seeking diversification in their portfolio with a crypto asset allocation.
Market Risk
IBIT is best suited for long-term investors or active traders seeking to capitalize on Bitcoin's price movements, but should not be a primary investment for risk-averse investors.
Summary
iShares Bitcoin Trust (IBIT) provides investors with a convenient way to gain exposure to Bitcoin through a regulated ETF structure. BlackRock's management expertise and large scale enhance the product's appeal, offering competitive expense ratios and excellent liquidity. However, investors should be mindful of Bitcoin's volatility and associated risks. Overall, IBIT is suitable for investors with a high-risk tolerance who believe in the long-term potential of Bitcoin, as long as they are aware of the inherent volatility in the underlying asset. Investors should consider their financial situation and risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- SEC Filings
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Cryptocurrency investments are highly speculative and involve significant risk of loss.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Bitcoin Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The shares are intended to constitute a simple means of making an investment similar to an investment in bitcoin rather than by acquiring, holding and trading bitcoin directly on a peer-to-peer or other basis or via a digital asset exchange.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.