ISHARES TR STIP
0-5 YR TIPS ETF · ETP · CUSIP 46429B747
630
institutional holders
72.0m
shares reported held*
$7.0bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.70. Options: 3 managers hold calls ($9.1m notional), 1 hold puts ($452.0k).
Biggest calls
| CITADEL ADVISORS LLC | — | $3.6m37.1k shares |
| Lake Hills Wealth Management, LLC | — | $3.4m35.6k shares |
| Paladin Advisory Group, LLC | — | $2.1m22.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | — | $452.0k4.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution -1.2 pts · filed 2026-10-27 | 26.6% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.16% of their portfolio | 4.4m $434.6m | — |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 3.9m $377.1m | — |
| BlackRock Inc. 0.01% of their portfolio | 3.1m $300.9m | — |
| MORGAN STANLEY 0.03% of their portfolio | 2.6m $250.4m | — |
| PERSONAL CAPITAL ADVISORS CORP 1.26% of their portfolio | 2.4m $233.4m | — |
| FMR LLC 0.02% of their portfolio | 2.4m $229.1m | — |
| JANE STREET GROUP, LLC 0.41% of their portfolio | 2.2m $215.7m | — |
| LPL Financial LLC 0.19% of their portfolio | 2.0m $196.4m | — |
| WELLS FARGO & COMPANY/MN 0.06% of their portfolio | 1.8m $175.0m | — |
| Barber Financial Group, Inc. 38.53% of their portfolio | 1.4m $132.6m | — |
| UBS Group AG 0.07% of their portfolio | 1.4m $130.6m | — |
| 3EDGE Asset Management, LP 9.90% of their portfolio | 1.3m $127.5m | — |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.2m $110.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 1.1m $107.3m | — |
| OSAIC HOLDINGS, INC. 0.18% of their portfolio | 820.8k $78.9m | — |
| TRUIST FINANCIAL CORP 0.15% of their portfolio | 817.5k $78.6m | — |
| CENTRAL TRUST Co 2.64% of their portfolio | 801.2k $77.0m | — |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 786.4k $75.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.16% of their portfolio | 757.5k $72.8m | — |
| Advisors Capital Management, LLC 1.87% of their portfolio | 720.4k $70.0m | — |
| Temasek Holdings (Private) Ltd 0.41% of their portfolio | 719.0k $69.1m | — |
| Haverford Trust Co 0.89% of their portfolio | 675.2k $64.9m | — |
| Destination Wealth Management 2.71% of their portfolio | 670.7k $64.5m | — |
| INDEPENDENT FINANCIAL GROUP, LLC 5.63% of their portfolio | 646.6k $62.1m | — |
| HighTower Advisors, LLC 0.16% of their portfolio | 620.1k $59.6m | — |
| Cetera Advisors LLC 1.32% of their portfolio | 607.4k $58.4m | — |
| RITHOLTZ WEALTH MANAGEMENT 3.01% of their portfolio | 589.4k $56.6m | — |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 564.2k $54.2m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 561.7k $54.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 507.9k $48.8m | — |
| ALTFEST L J & CO INC 9.04% of their portfolio | 501.5k $48.2m | — |
| KEATING INVESTMENT COUNSELORS INC 21.08% of their portfolio | 489.7k $47.1m | — |
| First Command Bank 6.62% of their portfolio | 474.1k $45.6m | — |
| First Command Financial Services, Inc. 6.62% of their portfolio | 474.1k $45.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.23% of their portfolio | 427.8k $41.1m | — |
| Cetera Advisor Networks LLC 0.51% of their portfolio | 423.8k $40.7m | — |
| Cerity Partners OCIO LLC 1.41% of their portfolio | 420.3k $40.4m | — |
| BRANDYWINE OAK PRIVATE WEALTH LLC 5.37% of their portfolio | 411.6k $39.6m | — |
| SIGMA INVESTMENT COUNSELORS INC 3.27% of their portfolio | 399.6k $38.4m | — |
| M. Kulyk & Associates, LLC 12.75% of their portfolio | 381.5k $36.7m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio | 349.5k $33.6m | — |
| LVZ, Inc. 5.38% of their portfolio | 322.1k $31.0m | — |
| PNC Financial Services Group, Inc. 0.03% of their portfolio | 300.8k $28.9m | — |
| SUMMITRY LLC 2.00% of their portfolio | 275.1k $26.4m | — |
| AE Wealth Management LLC 0.21% of their portfolio | 273.0k $26.2m | — |
| Steward Partners Investment Advisory, LLC 0.48% of their portfolio | 269.9k $25.9m | — |
| Deane Retirement Strategies, Inc. 15.84% of their portfolio | 268.5k $25.8m | — |
| CREATIVE FINANCIAL DESIGNS INC /ADV 4.19% of their portfolio | 267.0k $25.7m | — |
| Full Sail Capital, LLC 2.61% of their portfolio | 263.0k $25.3m | — |
| MML INVESTORS SERVICES, LLC 0.19% of their portfolio | 255.5k $24.6m | — |
| Kelman-Lazarov, Inc. 8.28% of their portfolio | 253.1k $24.3m | — |
| STEPHENS INC /AR/ 0.51% of their portfolio | 249.9k $24.0m | — |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.93% of their portfolio | 249.2k $23.9m | — |
| Estate Counselors, LLC 3.59% of their portfolio | 241.6k $23.2m | — |
| TOWNSQUARE CAPITAL LLC 0.64% of their portfolio | 232.0k $22.3m | — |
| New Capital Management LP 11.86% of their portfolio | 223.8k $21.5m | — |
| Avidian Wealth Enterprises, LLC 1.51% of their portfolio | 216.8k $20.8m | — |
| Austin Asset Management Co Inc 7.48% of their portfolio | 216.5k $20.8m | — |
| Pinnacle Financial Partners Inc 0.74% of their portfolio | 213.7k $20.5m | — |
| Creative Planning 0.04% of their portfolio | 213.1k $20.5m | — |
| Thrivent Financial for Lutherans 0.06% of their portfolio | 213.1k $20.5m | — |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.21% of their portfolio | 212.5k $20.4m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 209.3k $20.1m | — |
| Atria Wealth Solutions, Inc. 0.34% of their portfolio | 202.1k $19.4m | — |
| Wilshire Advisors LLC 11.09% of their portfolio | 201.5k $19.4m | — |
| Arbor Investment Advisors, LLC 4.66% of their portfolio | 200.5k $19.3m | — |
| Cable Hill Partners, LLC 3.88% of their portfolio | 198.5k $19.1m | — |
| NewEdge Advisors, LLC 0.31% of their portfolio | 197.6k $19.0m | — |
| B. Riley Wealth Advisors, Inc. 0.56% of their portfolio | 192.0k $18.5m | — |
| Koss-Olinger Consulting, LLC 3.12% of their portfolio | 190.9k $18.3m | — |
| FLOW TRADERS U.S. LLC 0.93% of their portfolio | 181.1k $17.4m | — |
| GoalFusion Wealth Management, LLC 16.35% of their portfolio | 179.8k $17.3m | — |
| ROCKLAND TRUST CO 1.21% of their portfolio | 176.7k $17.0m | — |
| Walker Financial Services, Inc. 15.66% of their portfolio | 174.4k $16.8m | — |
| Regal Investment Advisors LLC 1.78% of their portfolio | 173.3k $16.7m | — |
| One Capital Management, LLC 0.96% of their portfolio | 169.8k $16.3m | — |
| Destiny Wealth Partners, LLC 3.66% of their portfolio | 169.6k $16.3m | — |
| LWS Wealth Advisors, Inc. 6.20% of their portfolio | 168.5k $16.2m | — |
| Trilogy Capital Inc. 1.43% of their portfolio | 166.3k $16.0m | — |
| Connectus Wealth, LLC 0.33% of their portfolio | 166.2k $16.0m | — |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 165.2k $15.9m | — |
| OPPENHEIMER & CO INC 0.37% of their portfolio | 163.5k $15.7m | — |
| Sensible Financial Planning & Management, LLC. 4.00% of their portfolio | 161.6k $15.5m | — |
| JEPPSON WEALTH MANAGEMENT, LLC 7.03% of their portfolio | 161.4k $15.5m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.09% of their portfolio | 160.1k $15.4m | — |
| Paulson Wealth Management Inc. 8.21% of their portfolio | 158.7k $15.3m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 157.8k $15.5m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 157.1k $15.1m | — |
| Stordahl Capital Management, Inc. 5.41% of their portfolio | 155.9k $15.0m | — |
| Tortoise Investment Management, LLC 2.90% of their portfolio | 155.2k $14.9m | — |
| Roof Eidam Maycock Peralta, LLC 5.56% of their portfolio | 154.8k $14.9m | — |
| ProVise Management Group, LLC 1.66% of their portfolio | 154.7k $14.9m | — |
| CANANDAIGUA NATIONAL CORP 2.60% of their portfolio | 152.3k $14.6m | — |
| Lee Financial Co 2.71% of their portfolio | 151.0k $14.5m | — |
| Equitable Holdings, Inc. 0.28% of their portfolio | 151.0k $14.5m | — |
| Galvin, Gaustad & Stein, LLC 1.53% of their portfolio | 150.3k $14.4m | — |
| Burt Wealth Advisors 5.80% of their portfolio | 150.3k $14.4m | — |
| AMJ Financial Wealth Management 9.36% of their portfolio | 148.9k $14.3m | — |
| Heartwood Wealth Advisors LLC 2.32% of their portfolio | 139.2k $13.4m | — |
| EATON VANCE MANAGEMENT 0.02% of their portfolio | 137.6k $13.2m | — |