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 823 institutions that hold shares in the stock, with a total of 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
17,730
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
17,730
shares
|
$1.83 Million
0.69% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
17,601
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 28.44%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
17,488
shares
|
$1.8 Million
0.19% of portfolio
|
Q2 2025
Added 247.6%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
17,478
shares
|
$1.8 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
17,365
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
17,220
shares
|
$1.77 Million
0.99% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
16,988
shares
|
$1.75 Million
0.16% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
16,904
shares
|
$1.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
16,690
shares
|
$1.72 Million
0.41% of portfolio
|
Q2 2025
Added 664.54%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
16,477
shares
|
$1.7 Million
0.27% of portfolio
|
Q2 2025
Added 41.32%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
16,472
shares
|
$1.7 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
16,160
shares
|
$1.67 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
15,991
shares
|
$1.65 Million
0.23% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
15,784
shares
|
$1.63 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
15,724
shares
|
$1.62 Million
1.18% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
15,629
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 77.36%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
15,614
shares
|
$1.61 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
15,288
shares
|
$1.58 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
15,244
shares
|
$1.57 Million
0.97% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
15,220
shares
|
$1.57 Million
0.74% of portfolio
|
Q2 2025
Added 206.48%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
15,015
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Added 569.71%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
14,983
shares
|
$1.54 Million
1.04% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
14,917
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 239.02%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
14,890
shares
|
$1.53 Million
0.27% of portfolio
|
Q2 2025
Added 3.36%
|