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 |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
42,334
shares
|
$4.36 Million
2.23% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
41,862
shares
|
$4.31 Million
0.38% of portfolio
|
Q3 2022
Added 68.18%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
41,800
shares
|
$4.31 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
41,724
shares
|
$4.3 Million
0.67% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
41,050
shares
|
$4.23 Million
1.91% of portfolio
|
Q3 2025
Reduced 13.26%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
41,000
shares
|
$4.23 Million
0.0% of portfolio
|
Q1 2025
Added 86.36%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
40,327
shares
|
$4.16 Million
2.57% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
39,445
shares
|
$4.06 Million
1.85% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
39,174
shares
|
$4.04 Million
0.44% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
39,083
shares
|
$4.03 Million
3.72% of portfolio
|
Q2 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
38,791
shares
|
$4 Million
1.28% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
38,673
shares
|
$3.99 Million
0.55% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
38,338
shares
|
$3.95 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
38,258
shares
|
$3.94 Million
0.14% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
37,684
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
37,419
shares
|
$3.86 Million
0.47% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
36,078
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Added 140.46%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
35,695
shares
|
$3.68 Million
2.23% of portfolio
|
Q4 2023
Reduced 10.9%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
35,476
shares
|
$3.66 Million
2.73% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
35,408
shares
|
$3.65 Million
2.43% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
35,166
shares
|
$3.62 Million
4.03% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
34,884
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Added 63.18%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
34,116
shares
|
$3.52 Million
1.79% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
33,666
shares
|
$3.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 38.11%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
33,530
shares
|
$3.46 Million
0.86% of portfolio
|
Q3 2025
New holding
|