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 858 institutions that hold shares in the stock, with a total of 79.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
42,334
shares
|
$4.35 Million
2.23% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
41,862
shares
|
$4.31 Million
0.38% of portfolio
|
Q3 2022
Added 68.18%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
41,800
shares
|
$4.3 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
41,724
shares
|
$4.29 Million
0.67% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
41,050
shares
|
$4.22 Million
1.91% of portfolio
|
Q3 2025
Reduced 13.26%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
41,000
shares
|
$4.22 Million
0.0% of portfolio
|
Q1 2025
Added 86.36%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
40,327
shares
|
$4.15 Million
2.57% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
40,115
shares
|
$4.13 Million
0.9% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
39,731
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
39,445
shares
|
$4.06 Million
1.85% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
39,401
shares
|
$4.05 Million
0.19% of portfolio
|
Q3 2025
Added 133.09%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
38,673
shares
|
$3.98 Million
0.55% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
38,338
shares
|
$3.94 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
38,258
shares
|
$3.94 Million
0.14% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
37,858
shares
|
$3.89 Million
3.87% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
37,684
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
37,419
shares
|
$3.85 Million
0.47% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
36,006
shares
|
$3.7 Million
3.05% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
35,791
shares
|
$3.68 Million
0.02% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
35,695
shares
|
$3.67 Million
2.23% of portfolio
|
Q4 2023
Reduced 10.9%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
35,476
shares
|
$3.65 Million
2.73% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
35,408
shares
|
$3.64 Million
2.43% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
35,166
shares
|
$3.62 Million
4.03% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
34,884
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Added 63.18%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
34,817
shares
|
$3.58 Million
0.03% of portfolio
|
Q3 2025
Added 11.45%
|
|