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 675 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$359,520
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
3,500
shares
|
$359,520
0.04% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
3,468
shares
|
$356,232
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
3,409
shares
|
$350,172
0.11% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
3,374
shares
|
$346,577
0.01% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
3,337
shares
|
$342,776
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
3,315
shares
|
$340,516
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
3,299
shares
|
$338,873
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,285
shares
|
$337,435
0.0% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,277
shares
|
$336,613
0.06% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
3,265
shares
|
$335,380
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
3,262
shares
|
$335,072
0.15% of portfolio
|
Q4 2024
Reduced 18.61%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
3,253
shares
|
$334,148
0.0% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
3,230
shares
|
$331,785
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
3,200
shares
|
$328,704
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
3,200
shares
|
$328,704
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,200
shares
|
$328,704
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,097
shares
|
$318,123
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
3,093
shares
|
$317,712
0.16% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
3,066
shares
|
$314,939
0.12% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,019
shares
|
$310,111
0.03% of portfolio
|
Q4 2024
Added 102.89%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,018
shares
|
$310,008
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,014
shares
|
$309,598
0.24% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
2,989
shares
|
$307,030
0.02% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,969
shares
|
$304,975
0.01% of portfolio
|
Q4 2024
Reduced 3.98%
|