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 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Bank, Ltd.
Nassau, C5 |
Nov 14, 2024 Q3 2024 |
65,390
shares
|
$6.57 Million
18.73% of portfolio
|
Q3 2023
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
65,199
shares
|
$6.55 Million
2.41% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
64,918
shares
|
$6.52 Million
0.02% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
63,158
shares
|
$6.34 Million
4.97% of portfolio
|
Q3 2022
Reduced 17.33%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
58,215
shares
|
$5.85 Million
1.65% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,099
shares
|
$5.83 Million
0.38% of portfolio
|
Q4 2023
Added 11.0%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
58,069
shares
|
$5.83 Million
0.18% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
58,028
shares
|
$5.83 Million
0.16% of portfolio
|
Q3 2024
Added 25.29%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
57,930
shares
|
$5.82 Million
0.3% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
57,773
shares
|
$5.8 Million
2.15% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
56,766
shares
|
$5.7 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
56,075
shares
|
$5.63 Million
2.84% of portfolio
|
Q3 2024
Reduced 9.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
55,959
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
54,727
shares
|
$5.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
54,087
shares
|
$5.43 Million
0.45% of portfolio
|
Q3 2024
Added 29.16%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
53,570
shares
|
$5.38 Million
1.98% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
53,379
shares
|
$5.36 Million
0.19% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
52,951
shares
|
$5.32 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
52,188
shares
|
$5.24 Million
3.05% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
50,340
shares
|
$5.05 Million
0.06% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
47,394
shares
|
$4.76 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
47,079
shares
|
$4.73 Million
1.5% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
46,378
shares
|
$4.66 Million
1.04% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
46,200
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
46,081
shares
|
$4.63 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.62%
|