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 630 institutions that hold shares in the stock, with a total of 54.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
8,908
shares
|
$904,162
0.08% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
8,853
shares
|
$898,579
0.34% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
8,781
shares
|
$891,271
0.06% of portfolio
|
Q4 2024
Reduced 34.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,599
shares
|
$872,798
0.04% of portfolio
|
Q2 2020
Added 2.25%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,594
shares
|
$872,291
0.12% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
8,578
shares
|
$870,667
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,465
shares
|
$859,197
0.04% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
8,250
shares
|
$837,375
0.03% of portfolio
|
Q1 2024
Reduced 23.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,158
shares
|
$828,037
0.03% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
8,019
shares
|
$813,928
0.63% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
8,002
shares
|
$812,203
0.51% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
7,945
shares
|
$806,417
0.07% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,847
shares
|
$796,470
0.06% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
7,812
shares
|
$792,918
0.07% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
7,797
shares
|
$791,395
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,733
shares
|
$784,899
0.06% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
7,700
shares
|
$781,550
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,661
shares
|
$777,591
0.02% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
7,579
shares
|
$769,268
0.01% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,221
shares
|
$732,931
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
7,115
shares
|
$722,172
0.01% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,090
shares
|
$719,635
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,979
shares
|
$708,368
0.0% of portfolio
|
Q3 2024
Reduced 19.92%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
6,972
shares
|
$707,658
0.29% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
6,948
shares
|
$705,222
0.14% of portfolio
|
Q3 2024
Reduced 0.04%
|