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 |
|---|---|---|---|---|---|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
28,437
shares
|
$2.89 Million
1.91% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
28,280
shares
|
$2.87 Million
0.23% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
28,090
shares
|
$2.85 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
27,829
shares
|
$2.83 Million
2.3% of portfolio
|
Q4 2022
Reduced 9.47%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
27,772
shares
|
$2.82 Million
0.44% of portfolio
|
Q3 2024
Added 226.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
27,064
shares
|
$2.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 36.49%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
26,920
shares
|
$2.73 Million
0.92% of portfolio
|
Q4 2024
Added 12.85%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
26,609
shares
|
$2.7 Million
0.02% of portfolio
|
Q4 2024
Added 116.26%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
26,309
shares
|
$2.67 Million
0.66% of portfolio
|
Q3 2024
Added 938.65%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
26,290
shares
|
$2.67 Million
0.26% of portfolio
|
Q4 2024
Reduced 85.19%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
25,571
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
25,017
shares
|
$2.54 Million
1.96% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
24,945
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Added 38.49%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
24,905
shares
|
$2.53 Million
0.5% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
24,741
shares
|
$2.51 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
24,716
shares
|
$2.51 Million
1.38% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
24,679
shares
|
$2.51 Million
2.04% of portfolio
|
Q2 2022
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
24,412
shares
|
$2.48 Million
0.74% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,281
shares
|
$2.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.53%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
23,602
shares
|
$2.4 Million
1.9% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
23,447
shares
|
$2.38 Million
0.94% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,300
shares
|
$2.37 Million
1.01% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
23,167
shares
|
$2.35 Million
0.36% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
23,120
shares
|
$2.35 Million
0.16% of portfolio
|
Q3 2024
Added 105.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
22,388
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.71%
|