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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
76,203
shares
|
$7.8 Million
5.67% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
76,017
shares
|
$7.78 Million
0.38% of portfolio
|
Q4 2024
Added 31.22%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
75,641
shares
|
$7.74 Million
2.5% of portfolio
|
Q4 2024
Reduced 34.18%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
71,625
shares
|
$7.33 Million
4.2% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
71,514
shares
|
$7.32 Million
1.5% of portfolio
|
Q4 2024
Added 51.9%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
70,160
shares
|
$7.18 Million
0.2% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
69,145
shares
|
$7.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 48.23%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
66,173
shares
|
$6.78 Million
0.02% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
First Trust Bank, Ltd.
Nassau, C5 |
Feb 14, 2025 Q4 2024 |
65,390
shares
|
$6.7 Million
18.96% of portfolio
|
Q3 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
64,888
shares
|
$6.64 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
63,591
shares
|
$6.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 29.79%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
63,158
shares
|
$6.47 Million
4.97% of portfolio
|
Q3 2022
Reduced 17.33%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
61,449
shares
|
$6.29 Million
2.3% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
60,276
shares
|
$6.17 Million
1.71% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
60,014
shares
|
$6.14 Million
4.81% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
59,486
shares
|
$6.09 Million
0.48% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
58,973
shares
|
$6.04 Million
2.12% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,099
shares
|
$5.95 Million
0.38% of portfolio
|
Q4 2023
Added 11.0%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
58,069
shares
|
$5.95 Million
0.18% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
57,199
shares
|
$5.86 Million
0.01% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
57,074
shares
|
$5.84 Million
2.1% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
56,209
shares
|
$5.76 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
56,025
shares
|
$5.74 Million
2.68% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
55,000
shares
|
$5.63 Million
0.02% of portfolio
|
Q4 2024
Added 32.53%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
54,134
shares
|
$5.54 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.64%
|