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 622 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,869,140
shares
|
$390 Million
0.94% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,472,558
shares
|
$249 Million
1.16% of portfolio
|
Q4 2022
Added 1.81%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,811,595
shares
|
$183 Million
2.36% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,805,494
shares
|
$182 Million
0.0% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,520,895
shares
|
$153 Million
6.39% of portfolio
|
Q3 2023
Reduced 35.33%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,512,948
shares
|
$153 Million
4.67% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,463,439
shares
|
$148 Million
0.07% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,225,939
shares
|
$124 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.6%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,201,371
shares
|
$121 Million
21.02% of portfolio
|
Q1 2023
Reduced 5.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,145,082
shares
|
$115 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,051,342
shares
|
$106 Million
6.48% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
958,807
shares
|
$96.7 Million
1.65% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
830,550
shares
|
$83.7 Million
2.46% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
810,187
shares
|
$81.7 Million
0.76% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
728,132
shares
|
$73.4 Million
7.54% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
692,259
shares
|
$69.8 Million
1.69% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
688,194
shares
|
$69.4 Million
2.28% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
673,376
shares
|
$67.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
650,860
shares
|
$65.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
620,279
shares
|
$62.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
580,463
shares
|
$58.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
524,896
shares
|
$52.9 Million
21.78% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
512,440
shares
|
$51.7 Million
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
509,737
shares
|
$51.4 Million
10.52% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
491,466
shares
|
$49.6 Million
4.24% of portfolio
|
Q3 2024
Reduced 13.28%
|