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 725 institutions that hold shares in the stock, with a total of 65.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,822,211
shares
|
$392 Million
0.94% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,472,558
shares
|
$254 Million
1.16% of portfolio
|
Q4 2022
Added 1.81%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,957,487
shares
|
$201 Million
2.79% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,805,494
shares
|
$185 Million
0.0% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,777,451
shares
|
$182 Million
5.58% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,604,696
shares
|
$165 Million
0.07% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,520,895
shares
|
$156 Million
6.39% of portfolio
|
Q3 2023
Reduced 35.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,358,208
shares
|
$139 Million
0.01% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,201,371
shares
|
$123 Million
21.02% of portfolio
|
Q1 2023
Reduced 5.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,150,642
shares
|
$118 Million
0.01% of portfolio
|
Q1 2025
Added 117.6%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
1,093,437
shares
|
$112 Million
9.03% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
994,985
shares
|
$102 Million
1.85% of portfolio
|
Q1 2025
Added 51.94%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
946,182
shares
|
$97 Million
1.63% of portfolio
|
Q1 2025
Added 115.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
943,889
shares
|
$96.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
933,682
shares
|
$95.8 Million
2.73% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
921,891
shares
|
$94.5 Million
0.79% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
904,284
shares
|
$92.7 Million
2.99% of portfolio
|
Q1 2025
Added 108.45%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
902,300
shares
|
$92.5 Million
0.15% of portfolio
|
Q1 2025
Added 93.46%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
855,388
shares
|
$87.7 Million
0.24% of portfolio
|
Q1 2025
Added 47.83%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
775,136
shares
|
$79.5 Million
8.33% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
741,426
shares
|
$76 Million
2.44% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
740,606
shares
|
$76 Million
1.47% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
711,315
shares
|
$73 Million
0.02% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
638,882
shares
|
$65.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
622,991
shares
|
$63.9 Million
2.12% of portfolio
|
Q1 2025
Added 0.01%
|