Vault-13

ISHARES TR STIP

0-5 YR TIPS ETF · ETP · CUSIP 46429B747

762 institutional holders +102 vs Q1 2025
96,219,26996.2m shares reported held*
$9.9bnreported value*
142 new 350 added 175 reduced 48 sold out net bought ≈ $1.0bn (+9.6m shares)

* 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 ($43.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $102.93. Options: 1 managers hold calls ($463.1k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 630Q4 22: 663Q1 23: 615Q2 23: 614Q3 23: 588Q4 23: 612Q1 24: 576Q2 24: 579Q3 24: 576Q4 24: 631Q1 25: 660Q2 25: 762762Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022630
Q4 2022663
Q1 2023615
Q2 2023614
Q3 2023588
Q4 2023612
Q1 2024576
Q2 2024579
Q3 2024576
Q4 2024631
Q1 2025660
Q2 2025762

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 23: 220 bought or addedQ3 23: 345 cut or sold outQ4 23: 242 bought or addedQ4 23: 333 cut or sold outQ4 23Q1 24: 236 bought or addedQ1 24: 306 cut or sold outQ2 24: 254 bought or addedQ2 24: 287 cut or sold outQ2 24Q3 24: 238 bought or addedQ3 24: 294 cut or sold outQ4 24: 296 bought or addedQ4 24: 257 cut or sold outQ4 24Q1 25: 363 bought or addedQ1 25: 249 cut or sold outQ2 25: 492 bought or addedQ2 25: 223 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023220345
Q4 2023242333
Q1 2024236306
Q2 2024254287
Q3 2024238294
Q4 2024296257
Q1 2025363249
Q2 2025492223

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ3 24 calls: $3.4mQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $2.3mQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $310.4kQ1 25 puts: $43.5kQ1 25P/C 0.14Q2 25 calls: $463.1kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$3.4m$00.00
Q4 2024$2.3m$00.00
Q1 2025$310.4k$43.5k0.14
Q2 2025$463.1k$00.00

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +2,533,763+2.5m
LPL Financial LLC Added +1,279,116+1.3m
BANK OF AMERICA CORP /DE/ Added +671,145+671.1k
MORGAN STANLEY Added +429,329+429.3k
ALTFEST L J & CO INC Added +403,101+403.1k
JPMORGAN CHASE & CO Added +392,850+392.9k
RITHOLTZ WEALTH MANAGEMENT Added +247,269+247.3k
Envestnet Portfolio Solutions, Inc. Added +225,775+225.8k
OSAIC HOLDINGS, INC. Added +221,713+221.7k
AMERIPRISE FINANCIAL INC Added +203,509+203.5k

Biggest sellers

Thrive Capital Management, LLC Reduced -450,013-450.0k
BlackRock, Inc. Reduced -370,047-370.0k
Wilshire Advisors LLC Sold out -356,127-356.1k
RENAISSANCE TECHNOLOGIES LLC Reduced -290,200-290.2k
FMR LLC Reduced -205,840-205.8k
JANE STREET GROUP, LLC Sold out -195,518-195.5k
CI INVESTMENTS INC. Sold out -195,425-195.4k
TOWNSQUARE CAPITAL LLC Reduced -180,499-180.5k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -178,260-178.3k
Integrated Wealth Concepts LLC Reduced -169,028-169.0k

Biggest calls

CITADEL ADVISORS LLC Added $463.1k4.5k shares

Biggest puts

None

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.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -1.2 pts · filed 2026-10-27 26.6% -1.2 pts 43.5m≈ $4.4bn 2026-10-27

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.06% of their portfolio New York, NY 27,983,03428.0m $2.9bn $2.9bn 0.06% Reduced -370.0k -370,047
2 Betterment LLC 0.88% of their portfolio NEW YORK, NY 4,006,4644.0m $412.3m $412.3m 0.88% Added +184.3k +184,253
3 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 3,245,0783.2m $333.9m $333.9m 0.10% Added +2.5m +2,533,763
4 FMR LLC 0.02% of their portfolio BOSTON, MA 2,962,4623.0m $304.9m $304.9m 0.02% Reduced -205.8k -205,840
5 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 2,883,8122.9m $296.8m $296.8m 0.10% Added +1.3m +1,279,116
6 Modera Wealth Management, LLC 2.58% of their portfolio WESTWOOD, NJ 2,027,6572.0m $208.7m $208.7m 2.58% Added +70.2k +70,170
7 RITHOLTZ WEALTH MANAGEMENT 4.60% of their portfolio NEW YORK, NY 2,024,7202.0m $208.4m $208.4m 4.60% Added +247.3k +247,269
8 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,787,5371.8m $184.0m $184.0m 0.01% Added +429.3k +429,329
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,615,0341.6m $166.2m $166.2m 0.01% Added +671.1k +671,145
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,543,4921.5m $158.8m $158.8m 0.01% Added +392.9k +392,850
11 3EDGE Asset Management, LP 7.14% of their portfolio Naples, FL 1,116,5191.1m $114.9m $114.9m 7.14% Added +23.1k +23,082
12 Wealthcare Advisory Partners LLC 2.40% of their portfolio WEST CHESTER, PA 1,023,5871.0m $105.3m $105.3m 2.40% Added +89.9k +89,905
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.69% of their portfolio Stamford, CT 986,933986.9k $101.6m $101.6m 0.69% Added +65.0k +65,042
14 Dynasty Wealth Management, LLC 1.63% of their portfolio ST. PETERSBURG, FL 931,850931.9k $95.9m $95.9m 1.63% Reduced -14.3k -14,332
15 Quotient Wealth Partners, LLC 2.81% of their portfolio DALLAS, TX 928,140928.1k $95.5m $95.5m 2.81% Added +23.9k +23,856
16 ASSETMARK, INC 0.20% of their portfolio CONCORD, CA 836,908836.9k $86.1m $86.1m 0.20% Reduced -18.5k -18,480
17 PARTNERS CAPITAL INVESTMENT GROUP, LLP 3.37% of their portfolio BOSTON, MA 816,725816.7k $84.0m $84.0m 3.37% Reduced -178.3k -178,260
18 FLPUTNAM INVESTMENT MANAGEMENT CO 1.43% of their portfolio PORTLAND, ME 808,808808.8k $83.2m $83.2m 1.43% Added +68.2k +68,202
19 WEALTHCARE CAPITAL MANAGEMENT LLC 8.75% of their portfolio RICHMOND, VA 804,088804.1k $82.7m $82.7m 8.75% Added +29.0k +28,952
20 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 789,010789.0k $81.3m $81.3m 0.02% Added +203.5k +203,509
21 Destination Wealth Management 2.24% of their portfolio Walnut Creek, CA 743,770743.8k $76.5m $76.5m 2.24% Added +2.3k +2,344
22 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 641,945641.9k $66.1m $66.1m 0.00% Added +3.1k +3,063
23 MASECO LLP 2.45% of their portfolio LONDON, X0 626,520626.5k $64.5m $64.5m 2.45% First filing
24 Haverford Trust Co 0.61% of their portfolio Radnor, PA 621,236621.2k $63.9m $63.9m 0.61% Added +10.8k +10,752
25 Modern Wealth Management, LLC 1.55% of their portfolio KANSAS CITY, MO 613,825613.8k $63.2m $63.2m 1.55% Reduced -9.2k -9,166
26 RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio NEW YORK, NY 612,100612.1k $63.0m $63.0m 0.08% Reduced -290.2k -290,200
27 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 609,857609.9k $62.8m $62.8m 0.02% Added +121.3k +121,311
28 Cerity Partners LLC 0.11% of their portfolio NEW YORK, NY 598,673598.7k $61.4m $61.4m 0.11% Added +56.2k +56,215
29 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 589,025589.0k $60.6m $60.6m 0.10% Added +198.4k +198,439
30 KEATING INVESTMENT COUNSELORS INC 17.42% of their portfolio DELRAY BEACH, FL 560,198560.2k $57.7m $57.7m 17.42% Added +55.2k +55,200
31 MARTIN & CO INC /TN/ 10.18% of their portfolio Knoxville, TN 537,540537.5k $55.3m $55.3m 10.18% Unchanged
32 AlTi Global, Inc. 1.38% of their portfolio NEW YORK, NY 535,966536.0k $55.2m $55.2m 1.38% Reduced -43.4k -43,411
33 M. Kulyk & Associates, LLC 11.50% of their portfolio DECATUR, GA 514,602514.6k $53.0m $53.0m 11.50% Added +31.7k +31,709
34 Tortoise Investment Management, LLC 5.05% of their portfolio WHITE PLAINS, NY 513,987514.0k $52.9m $52.9m 5.05% Added +21.0k +21,043
35 SCS Capital Management LLC 0.58% of their portfolio BOSTON, MA 508,917508.9k $52.4m $52.4m 0.58% Added +13.1k +13,149
36 CENTRAL TRUST Co 1.19% of their portfolio JEFFERSON CITY, MO 499,794499.8k $51.4m $51.4m 1.19% Added +69.7k +69,731
37 Elm Partners Management LLC 2.68% of their portfolio Philadelphia, PA 447,837447.8k $46.1m $46.1m 2.68% Reduced -108.9k -108,881
38 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 446,650446.6k $46.0m $46.0m 0.01% Added +78.4k +78,423
39 ALTFEST L J & CO INC 5.29% of their portfolio NEW YORK, NY 435,897435.9k $44.9m $44.9m 5.29% Added +403.1k +403,101
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 406,500406.5k $41.8m $41.8m 0.00% Added +183.3k +183,280
41 New York Life Investment Management LLC 0.38% of their portfolio New York, NY 398,190398.2k $41.0m $41.0m 0.38% Added +88.1k +88,064
42 LVW Advisors, LLC 4.51% of their portfolio PITTSFORD, NY 391,145391.1k $40.3m $40.3m 4.51% Reduced -7.5k -7,452
43 SIGMA INVESTMENT COUNSELORS INC 2.20% of their portfolio NORTHVILLE, MI 387,831387.8k $39.9m $39.9m 2.20% Added +7.4k +7,373
44 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 368,869368.9k $38.0m $38.0m 0.02% Reduced -65.6k -65,582
45 GOULD ASSET MANAGEMENT LLC /CA/ 7.26% of their portfolio CLAREMONT, CA 360,069360.1k $37.1m $37.1m 7.26% Added +47.4k +47,407
46 SUMMITRY LLC 1.65% of their portfolio Foster City, CA 354,682354.7k $36.5m $36.5m 1.65% Reduced -16.4k -16,388
47 Abacus Planning Group, Inc. 5.28% of their portfolio COLUMBIA, SC 344,830344.8k $35.5m $35.5m 5.28% Added +41.7k +41,670
48 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 321,093321.1k $33.1m $33.1m 0.06% Added +221.7k +221,713
49 World Investment Advisors 0.69% of their portfolio LINCROFT, NJ 295,566295.6k $30.4m $30.4m 0.69% Reduced -13.0k -12,971
50 Austin Asset Management Co Inc 5.54% of their portfolio AUSTIN, TX 276,603276.6k $28.5m $28.5m 5.54% Added +4.3k +4,348
51 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 272,321272.3k $28.0m $28.0m 0.08% Added +154.6k +154,608
52 Envestnet Portfolio Solutions, Inc. 0.10% of their portfolio BERWYN, PA 267,611267.6k $27.5m $27.5m 0.10% Added +225.8k +225,775
53 Kelman-Lazarov, Inc. 4.45% of their portfolio MEMPHIS, TN 266,709266.7k $27.4m $27.4m 4.45% Added +3.3k +3,303
54 Empowered Funds, LLC 0.31% of their portfolio NEWTOWN SQUARE, PA 264,684264.7k $27.2m $27.2m 0.31% Added +5.6k +5,634
55 Prime Capital Investment Advisors, LLC 0.35% of their portfolio OVERLAND PARK, KS 256,033256.0k $26.3m $26.3m 0.35% Added +1.7k +1,718
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 246,903246.9k $25.3m $25.3m 0.04% Added +20.0k +20,025
57 Mutual Advisors, LLC 0.63% of their portfolio OMAHA, NE 243,861243.9k $25.1m $25.1m 0.63% Added +112.4k +112,369
58 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 242,307242.3k $24.9m $24.9m 0.03% Added +39.0k +39,035
59 ROCKLAND TRUST CO 1.18% of their portfolio HANOVER, MA 236,001236.0k $24.3m $24.3m 1.18% Added +1.2k +1,152
60 Pure Financial Advisors, LLC 0.42% of their portfolio SAN DIEGO, CA 230,141230.1k $23.7m $23.7m 0.42% Reduced -12.5k -12,512
61 Baker Avenue Asset Management, LP 0.66% of their portfolio SAN FRANCISCO, CA 223,857223.9k $23.0m $23.0m 0.66% Added +2.6k +2,647
62 Sensible Financial Planning & Management, LLC. 4.29% of their portfolio WALTHAM, MA 219,485219.5k $22.6m $22.6m 4.29% Added +2.6k +2,572
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 218,915218.9k $22.5m $22.5m 0.00% Added +11.9k +11,897
64 JSF Financial, LLC 5.29% of their portfolio LOS ANGELES, CA 216,393216.4k $22.3m $22.3m 5.29% Reduced -14.6k -14,647
65 MAI Capital Management 0.15% of their portfolio INDEPENDENCE, OH 216,163216.2k $22.2m $22.2m 0.15% Reduced -13.5k -13,545
66 EVOKE WEALTH, LLC 0.52% of their portfolio Los Angeles, CA 215,032215.0k $22.1m $22.1m 0.52% Added +6.9k +6,902
67 Farther Finance Advisors, LLC 0.43% of their portfolio SAN FRANCISCO, CA 208,041208.0k $21.4m $21.4m 0.43% Added +160.2k +160,156
68 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 206,019206.0k $21.2m $21.2m 0.00% Added +159.7k +159,675
69 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 205,736205.7k $21.2m $21.2m 0.11% Added +105.0k +105,038
70 ProVise Management Group, LLC 1.64% of their portfolio CLEARWATER, FL 202,030202.0k $20.8m $20.8m 1.64% Reduced -1.3k -1,340
71 Parkside Advisors LLC 4.46% of their portfolio BERKELEY, CA 197,185197.2k $20.3m $20.3m 4.46% Added +2.8k +2,768
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 197,084197.1k $20.3m $20.3m 0.01% Added +61.0k +61,029
73 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 195,859195.9k $20.2m $20.2m 0.06% Added +42.7k +42,717
74 Stordahl Capital Management, Inc. 4.46% of their portfolio GREENWOOD VILLAGE, CO 195,163195.2k $20.1m $20.1m 4.46% Added +3.7k +3,692
75 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 189,372189.4k $19.5m $19.5m 0.02% Added +67.8k +67,790
76 SoundView Advisors Inc. 7.14% of their portfolio OLYMPIA, WA 188,220188.2k $19.4m $19.4m 7.14% Added +18.0k +17,995
77 Parcion Private Wealth LLC 1.35% of their portfolio BELLEVUE, WA 184,187184.2k $19.0m $19.0m 1.35% Added +2.1k +2,065
78 JACOBSON & SCHMITT ADVISORS, LLC 3.35% of their portfolio MIDDLETON, WI 183,820183.8k $18.9m $18.9m 3.35% Added +2.5k +2,503
79 JEPPSON WEALTH MANAGEMENT, LLC 6.49% of their portfolio MANHATTAN BEACH, CA 182,440182.4k $18.8m $18.8m 6.49% Reduced -1.5k -1,500
80 OneDigital Investment Advisors LLC 0.21% of their portfolio OVERLAND PARK, KS 180,096180.1k $18.5m $18.5m 0.21% Added +169.2k +169,221
81 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 176,562176.6k $18.2m $18.2m 0.01% Added +11.2k +11,239
82 Portland Global Advisors LLC 2.12% of their portfolio PORTLAND, ME 174,789174.8k $18.0m $18.0m 2.12% Reduced -7.7k -7,651
83 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.40% of their portfolio Seattle, WA 173,838173.8k $17.9m $17.9m 0.40% Reduced -16.8k -16,825
84 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 171,123171.1k $17.6m $17.6m 0.02% Reduced -10.5k -10,485
85 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 168,453168.5k $17.3m $17.3m 0.17% Reduced -169.0k -169,028
86 Walker Financial Services, Inc. 7.87% of their portfolio BOWLING GREEN, KY 168,147168.1k $17.3m $17.3m 7.87% Added +11.5k +11,507
87 Ancora Advisors LLC 0.36% of their portfolio Cleveland, OH 165,717165.7k $17.1m $17.1m 0.36% Reduced -339 -339
88 DDFG, Inc 4.28% of their portfolio THOUSAND OAKS, CA 165,179165.2k $17.0m $17.0m 4.28% New
89 Kestra Investment Management, LLC 0.26% of their portfolio AUSTIN, TX 163,757163.8k $16.9m $16.9m 0.26% New
90 Financial Gravity Companies, Inc. 3.28% of their portfolio Lakeway, TX 162,378162.4k $16.7m $16.7m 3.28% First filing
91 KWMG, LLC 1.55% of their portfolio OVERLAND PARK, KS 159,895159.9k $16.5m $16.5m 1.55% Added +49 +49
92 ARKANSAS FINANCIAL GROUP, INC. 2.53% of their portfolio LITTLE ROCK, AR 158,155158.2k $16.3m $16.3m 2.53% Added +801 +801
93 EXENCIAL WEALTH ADVISORS, LLC 0.56% of their portfolio OKLAHOMA CITY, OK 155,418155.4k $16.0m $16.0m 0.56% Added +42.4k +42,424
94 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 153,984154.0k $15.8m $15.8m 0.02% Added +75.8k +75,752
95 PARK AVENUE SECURITIES LLC 0.15% of their portfolio NEW YORK, NY 153,601153.6k $15.8m $15.8m 0.15% Added +137.0k +136,970
96 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 150,337150.3k $15.5m $15.5m 0.04% Added +144.1k +144,120
97 Family Firm, Inc. 3.69% of their portfolio BETHESDA, MD 148,850148.8k $15.3m $15.3m 3.69% Added +2.0k +1,982
98 First National Trust Co 0.56% of their portfolio Johnstown, PA 145,384145.4k $15.0m $15.0m 0.56% Added +22.9k +22,923
99 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 143,428143.4k $14.8m $14.8m 0.02% Reduced -18.1k -18,057
100 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 138,405138.4k $14.2m $14.2m 0.02% Added +50.7k +50,672