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 823 institutions that hold shares in the stock, with a total of 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
25,592
shares
|
$2.64 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
25,437
shares
|
$2.62 Million
2.0% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
25,323
shares
|
$2.61 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
25,050
shares
|
$2.58 Million
0.42% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
24,926
shares
|
$2.57 Million
0.22% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
24,924
shares
|
$2.57 Million
0.03% of portfolio
|
Q2 2025
Added 383.59%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,679
shares
|
$2.54 Million
2.04% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
24,345
shares
|
$2.51 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
24,039
shares
|
$2.48 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
23,741
shares
|
$2.45 Million
2.15% of portfolio
|
Q2 2025
Added 186.14%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
23,644
shares
|
$2.44 Million
1.28% of portfolio
|
Q2 2025
Added 747.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
23,510
shares
|
$2.42 Million
0.08% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
23,376
shares
|
$2.41 Million
0.11% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
23,347
shares
|
$2.41 Million
2.2% of portfolio
|
Q1 2025
Added 124.81%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
23,184
shares
|
$2.39 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
22,919
shares
|
$2.36 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
22,759
shares
|
$2.35 Million
0.2% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
22,510
shares
|
$2.32 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
22,337
shares
|
$2.3 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
22,317
shares
|
$2.3 Million
1.83% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
22,211
shares
|
$2.29 Million
0.89% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,163
shares
|
$2.28 Million
0.16% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
22,105
shares
|
$2.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
21,826
shares
|
$2.25 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
21,666
shares
|
$2.23 Million
0.2% of portfolio
|
Q2 2025
New holding
|