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 642 institutions that hold shares in the stock, with a total of 57.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
520,673
shares
|
$52.9 Million
11.75% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
512,440
shares
|
$52 Million
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
489,820
shares
|
$49.7 Million
4.5% of portfolio
|
Q2 2023
Added 0.85%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
489,820
shares
|
$49.7 Million
4.5% of portfolio
|
Q2 2023
Added 0.85%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
482,404
shares
|
$49 Million
0.11% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
462,653
shares
|
$47 Million
5.2% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
439,747
shares
|
$44.7 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
433,812
shares
|
$44.1 Million
1.43% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
417,234
shares
|
$42.4 Million
1.05% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
409,866
shares
|
$41.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
402,021
shares
|
$40.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
380,738
shares
|
$38.7 Million
4.76% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
378,706
shares
|
$38.5 Million
1.97% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
374,427
shares
|
$38 Million
2.23% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
371,260
shares
|
$37.7 Million
0.09% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
370,019
shares
|
$37.6 Million
0.04% of portfolio
|
Q3 2024
Added 57.07%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
346,606
shares
|
$35.2 Million
1.63% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
332,198
shares
|
$33.7 Million
0.35% of portfolio
|
Q4 2024
Added 91.6%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
330,500
shares
|
$33.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
306,472
shares
|
$31.1 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
294,209
shares
|
$29.9 Million
6.27% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
286,519
shares
|
$29.1 Million
5.22% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
277,397
shares
|
$28.2 Million
5.99% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
254,166
shares
|
$25.8 Million
0.39% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
252,400
shares
|
$25.6 Million
0.6% of portfolio
|
Q4 2024
Reduced 11.01%
|