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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
800
shares
|
$80,648
0.01% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
788
shares
|
$79,438
0.02% of portfolio
|
Q3 2024
Reduced 54.74%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
762
shares
|
$76,817
0.03% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
737
shares
|
$74,296
0.02% of portfolio
|
Q4 2018
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
696
shares
|
$70,163
0.01% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
688
shares
|
$69,357
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
671
shares
|
$67,643
0.0% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
670
shares
|
$67,542
0.0% of portfolio
|
Q2 2024
Reduced 30.93%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
668
shares
|
$67,341
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
663
shares
|
$66,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
652
shares
|
$65,728
0.04% of portfolio
|
Q2 2024
Reduced 62.61%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
649
shares
|
$65,425
0.05% of portfolio
|
Q3 2024
Added 326.97%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
639
shares
|
$64,417
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
615
shares
|
$61,998
0.03% of portfolio
|
Q3 2024
Added 77.75%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
608
shares
|
$61,292
0.03% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
520
shares
|
$52,421
0.04% of portfolio
|
Q1 2023
Reduced 77.44%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
520
shares
|
$52,421
0.04% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
515
shares
|
$51,917
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
508
shares
|
$51,211
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
500
shares
|
$50,405
0.01% of portfolio
|
Q3 2023
Reduced 87.56%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
471
shares
|
$47,481
0.01% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
471
shares
|
$47,481
0.0% of portfolio
|
Q3 2024
Reduced 85.72%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
467
shares
|
$47,078
0.01% of portfolio
|
Q3 2024
Reduced 56.31%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
425
shares
|
$42,844
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
420
shares
|
$42,340
0.01% of portfolio
|
Q4 2021
New holding
|