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 679 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
28,561
shares
|
$2.95 Million
0.03% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
28,552
shares
|
$2.95 Million
0.35% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
28,492
shares
|
$2.95 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
28,437
shares
|
$2.94 Million
1.91% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
28,304
shares
|
$2.93 Million
0.19% of portfolio
|
Q4 2024
Added 22.42%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
27,837
shares
|
$2.88 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
27,829
shares
|
$2.88 Million
2.3% of portfolio
|
Q4 2022
Reduced 9.47%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
26,920
shares
|
$2.78 Million
0.92% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
26,609
shares
|
$2.75 Million
0.02% of portfolio
|
Q4 2024
Added 116.26%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
26,290
shares
|
$2.72 Million
0.26% of portfolio
|
Q4 2024
Reduced 85.19%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
25,017
shares
|
$2.59 Million
1.96% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
24,945
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Added 38.49%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
24,905
shares
|
$2.57 Million
0.5% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
24,897
shares
|
$2.57 Million
1.17% of portfolio
|
Q4 2024
Added 51.91%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
24,741
shares
|
$2.56 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
24,716
shares
|
$2.56 Million
1.38% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,679
shares
|
$2.55 Million
2.04% of portfolio
|
Q2 2022
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
24,412
shares
|
$2.52 Million
0.74% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,281
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.53%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
24,021
shares
|
$2.48 Million
0.14% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
23,602
shares
|
$2.44 Million
1.9% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
23,447
shares
|
$2.42 Million
0.94% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
23,390
shares
|
$2.42 Million
2.32% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,335
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,300
shares
|
$2.41 Million
1.01% of portfolio
|
Q4 2024
Added 13.41%
|