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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
19,558
shares
|
$2.02 Million
2.05% of portfolio
|
Q3 2025
Reduced 13.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
19,133
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 482.44%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
19,121
shares
|
$1.97 Million
1.3% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
19,106
shares
|
$1.97 Million
0.07% of portfolio
|
Q2 2025
Added 1071.43%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
19,043
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
18,984
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
18,978
shares
|
$1.96 Million
1.0% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
18,941
shares
|
$1.95 Million
0.57% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
18,675
shares
|
$1.92 Million
0.74% of portfolio
|
Q2 2022
Added 59.74%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
18,645
shares
|
$1.92 Million
0.69% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
18,573
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2022
Added 338.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,498
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
18,409
shares
|
$1.9 Million
0.8% of portfolio
|
Q3 2025
Added 105.32%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
18,252
shares
|
$1.88 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,737
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
17,434
shares
|
$1.8 Million
0.15% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
17,376
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2025
Added 19.89%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
16,913
shares
|
$1.74 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
16,904
shares
|
$1.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
16,841
shares
|
$1.74 Million
0.37% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
16,690
shares
|
$1.72 Million
0.41% of portfolio
|
Q2 2025
Added 664.54%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
16,627
shares
|
$1.71 Million
1.63% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
16,378
shares
|
$1.69 Million
4.2% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
16,052
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
15,936
shares
|
$1.64 Million
0.97% of portfolio
|
Q3 2025
Added 4.54%
|