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 670 institutions that hold shares in the stock, with a total of 58.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,050,462
shares
|
$413 Million
0.98% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,472,558
shares
|
$252 Million
1.16% of portfolio
|
Q4 2022
Added 1.81%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,894,273
shares
|
$193 Million
2.34% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,805,494
shares
|
$184 Million
0.0% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,572,147
shares
|
$160 Million
4.7% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,538,970
shares
|
$157 Million
0.07% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,520,895
shares
|
$155 Million
6.39% of portfolio
|
Q3 2023
Reduced 35.33%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
1,261,483
shares
|
$129 Million
8.74% of portfolio
|
Q4 2024
Added 156.68%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,215,009
shares
|
$124 Million
0.67% of portfolio
|
Q4 2024
Added 6349.43%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,212,308
shares
|
$124 Million
0.01% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,205,971
shares
|
$123 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,201,371
shares
|
$123 Million
21.02% of portfolio
|
Q1 2023
Reduced 5.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
898,882
shares
|
$91.7 Million
2.59% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
835,918
shares
|
$85.3 Million
0.73% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
773,056
shares
|
$78.9 Million
8.0% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
722,543
shares
|
$73.7 Million
2.3% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
705,873
shares
|
$72 Million
1.33% of portfolio
|
Q4 2024
Added 55.39%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
678,343
shares
|
$69.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
654,868
shares
|
$66.8 Million
1.97% of portfolio
|
Q4 2024
Reduced 31.7%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
651,553
shares
|
$66.5 Million
1.58% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
634,297
shares
|
$64.7 Million
2.26% of portfolio
|
Q4 2024
Reduced 39.67%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
592,789
shares
|
$60.5 Million
0.61% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
578,648
shares
|
$59 Million
0.16% of portfolio
|
Q4 2024
Added 459144.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
528,778
shares
|
$53.9 Million
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
525,644
shares
|
$53.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.24%
|