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 725 institutions that hold shares in the stock, with a total of 65.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
65,429
shares
|
$6.71 Million
0.55% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
First Trust Bank, Ltd.
Nassau, C5 |
May 14, 2025 Q1 2025 |
65,390
shares
|
$6.71 Million
24.84% of portfolio
|
Q3 2023
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
65,044
shares
|
$6.67 Million
2.47% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
64,825
shares
|
$6.65 Million
3.33% of portfolio
|
Q1 2025
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
64,779
shares
|
$6.64 Million
5.68% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
64,743
shares
|
$6.64 Million
2.25% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
63,158
shares
|
$6.48 Million
4.97% of portfolio
|
Q3 2022
Reduced 17.33%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
63,053
shares
|
$6.47 Million
1.86% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
61,637
shares
|
$6.32 Million
2.26% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
61,618
shares
|
$6.32 Million
0.92% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
61,593
shares
|
$6.32 Million
0.01% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
60,772
shares
|
$6.23 Million
3.62% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
59,303
shares
|
$6.08 Million
6.18% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,099
shares
|
$5.96 Million
0.38% of portfolio
|
Q4 2023
Added 11.0%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
May 07, 2025 Q1 2025 |
56,425
shares
|
$5.79 Million
1.88% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
55,241
shares
|
$5.67 Million
0.72% of portfolio
|
Q1 2025
Added 48.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
54,396
shares
|
$5.58 Million
0.07% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
54,019
shares
|
$5.54 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
53,500
shares
|
$5.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,174
shares
|
$5.45 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
52,678
shares
|
$5.4 Million
2.85% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
52,129
shares
|
$5.35 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
50,421
shares
|
$5.17 Million
0.73% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
50,022
shares
|
$5.13 Million
2.81% of portfolio
|
Q1 2025
New holding
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
49,026
shares
|
$5.03 Million
1.71% of portfolio
|
Q1 2025
Reduced 53.82%
|