Institutional Ownership Ishares Barclays 0 5 Year Tips (STIP)
This table provides information about the institutional ownership of Ishares Barclays 0 5 Year Tips (STIP). We have compiled data on the 850 institutions that hold shares in the stock, with a total of 77.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,006,464
shares
|
$412 Million
0.88% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,319,880
shares
|
$342 Million
0.11% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,883,812
shares
|
$297 Million
0.1% of portfolio
|
Q2 2025
Added 79.71%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,472,558
shares
|
$254 Million
1.16% of portfolio
|
Q4 2022
Added 1.81%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,146,439
shares
|
$221 Million
4.4% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,136,920
shares
|
$220 Million
2.62% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,805,494
shares
|
$186 Million
0.0% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,787,537
shares
|
$184 Million
0.01% of portfolio
|
Q2 2025
Added 31.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,615,034
shares
|
$166 Million
0.01% of portfolio
|
Q2 2025
Added 71.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
1,525,836
shares
|
$157 Million
0.01% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,520,895
shares
|
$156 Million
6.39% of portfolio
|
Q3 2023
Reduced 35.33%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,201,371
shares
|
$124 Million
21.02% of portfolio
|
Q1 2023
Reduced 5.86%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,179,708
shares
|
$121 Million
7.4% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,061,967
shares
|
$109 Million
2.41% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
1,028,495
shares
|
$106 Million
1.42% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
986,933
shares
|
$102 Million
0.71% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
984,113
shares
|
$101 Million
2.79% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
923,723
shares
|
$95 Million
3.93% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
862,244
shares
|
$88.7 Million
1.38% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
841,744
shares
|
$86.6 Million
0.19% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
831,486
shares
|
$85.5 Million
9.75% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
789,010
shares
|
$81.2 Million
0.02% of portfolio
|
Q2 2025
Added 34.76%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
743,770
shares
|
$76.5 Million
2.32% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
641,945
shares
|
$66 Million
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
626,520
shares
|
$64.5 Million
2.45% of portfolio
|
Q2 2025
New holding
|