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 677 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
254,166
shares
|
$26 Million
0.39% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
252,997
shares
|
$25.9 Million
5.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
252,400
shares
|
$25.8 Million
0.6% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
249,965
shares
|
$25.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
235,406
shares
|
$24.1 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
222,422
shares
|
$22.8 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
221,334
shares
|
$22.7 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
220,444
shares
|
$22.6 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
215,989
shares
|
$22.1 Million
3.06% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
211,444
shares
|
$21.6 Million
4.41% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
206,357
shares
|
$21.1 Million
2.02% of portfolio
|
Q2 2023
Added 2.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
197,060
shares
|
$20.2 Million
0.3% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
196,580
shares
|
$20.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
196,070
shares
|
$20.1 Million
0.54% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
194,852
shares
|
$20 Million
4.62% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
190,835
shares
|
$19.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.61%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
190,128
shares
|
$19.5 Million
15.85% of portfolio
|
Q4 2024
Added 41.96%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
189,244
shares
|
$19.4 Million
4.51% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
188,959
shares
|
$19.3 Million
7.29% of portfolio
|
Q4 2023
Added 6.99%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
187,137
shares
|
$19.2 Million
1.65% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
187,013
shares
|
$19.1 Million
6.79% of portfolio
|
Q4 2023
Added 4.45%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
184,591
shares
|
$18.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
184,079
shares
|
$18.8 Million
6.72% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
183,168
shares
|
$18.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
179,779
shares
|
$18.4 Million
1.23% of portfolio
|
Q4 2024
Added 71.51%
|