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 |
|---|---|---|---|---|---|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
71,514
shares
|
$7.26 Million
1.5% of portfolio
|
Q4 2024
Added 51.9%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
66,072
shares
|
$6.71 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
First Trust Bank, Ltd.
Nassau, C5 |
Nov 14, 2024 Q3 2024 |
65,390
shares
|
$6.64 Million
18.73% of portfolio
|
Q3 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
64,918
shares
|
$6.59 Million
0.02% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
64,888
shares
|
$6.59 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
63,158
shares
|
$6.41 Million
4.97% of portfolio
|
Q3 2022
Reduced 17.33%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
61,449
shares
|
$6.24 Million
2.3% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
60,276
shares
|
$6.12 Million
1.71% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
60,014
shares
|
$6.09 Million
4.81% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
58,973
shares
|
$5.99 Million
2.12% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,099
shares
|
$5.9 Million
0.38% of portfolio
|
Q4 2023
Added 11.0%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
58,069
shares
|
$5.89 Million
0.18% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
57,074
shares
|
$5.79 Million
2.1% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
56,209
shares
|
$5.71 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
56,025
shares
|
$5.69 Million
2.68% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
55,959
shares
|
$5.68 Million
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
55,000
shares
|
$5.58 Million
0.02% of portfolio
|
Q4 2024
Added 32.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
54,727
shares
|
$5.55 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
54,134
shares
|
$5.49 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
54,087
shares
|
$5.49 Million
0.45% of portfolio
|
Q3 2024
Added 29.16%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
54,081
shares
|
$5.49 Million
0.18% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
53,729
shares
|
$5.45 Million
2.81% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
53,593
shares
|
$5.44 Million
3.15% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
47,719
shares
|
$4.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
47,079
shares
|
$4.78 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.66%
|