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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
120,934
shares
|
$12.3 Million
3.07% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
120,573
shares
|
$12.2 Million
6.29% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
120,463
shares
|
$12.2 Million
0.04% of portfolio
|
Q3 2024
Added 23.29%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
120,426
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
116,942
shares
|
$11.9 Million
0.79% of portfolio
|
Q3 2022
Added 79.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
115,542
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
112,815
shares
|
$11.5 Million
1.64% of portfolio
|
Q4 2024
Added 73.03%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
111,533
shares
|
$11.3 Million
2.3% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
106,199
shares
|
$10.8 Million
0.7% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
106,170
shares
|
$10.8 Million
3.42% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
105,568
shares
|
$10.7 Million
0.33% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
105,465
shares
|
$10.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 63.19%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
104,823
shares
|
$10.6 Million
0.74% of portfolio
|
Q3 2024
Reduced 42.42%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
103,874
shares
|
$10.5 Million
0.72% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
98,272
shares
|
$9.97 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
90,570
shares
|
$9.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
89,983
shares
|
$9.13 Million
2.98% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
87,869
shares
|
$8.92 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
84,931
shares
|
$8.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
84,360
shares
|
$8.56 Million
0.23% of portfolio
|
Q4 2023
Added 18.69%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
76,017
shares
|
$7.72 Million
0.38% of portfolio
|
Q4 2024
Added 31.22%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
75,641
shares
|
$7.68 Million
2.5% of portfolio
|
Q4 2024
Reduced 34.18%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
75,429
shares
|
$7.66 Million
5.67% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
75,358
shares
|
$7.65 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
71,625
shares
|
$7.27 Million
4.2% of portfolio
|
Q4 2024
Added 1.76%
|