Vault-13

ISHARES TR STIP

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

772 institutional holders +10 vs Q2 2025
102,669,283102.7m shares reported held*
$10.6bnreported value*
67 new 394 added 209 reduced 51 sold out net bought ≈ $718.4m (+7.0m 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 ($43.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.40. Options: 1 managers hold calls ($578.8k notional), 0 hold puts (—).

Trends to Q3 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: 762Q3 25: 772772Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025772

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q4 23: 242 bought or addedQ4 23: 333 cut or sold outQ1 24: 236 bought or addedQ1 24: 306 cut or sold outQ1 24Q2 24: 254 bought or addedQ2 24: 287 cut or sold outQ3 24: 238 bought or addedQ3 24: 294 cut or sold outQ3 24Q4 24: 296 bought or addedQ4 24: 257 cut or sold outQ1 25: 363 bought or addedQ1 25: 249 cut or sold outQ1 25Q2 25: 492 bought or addedQ2 25: 223 cut or sold outQ3 25: 461 bought or addedQ3 25: 260 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023242333
Q1 2024236306
Q2 2024254287
Q3 2024238294
Q4 2024296257
Q1 2025363249
Q2 2025492223
Q3 2025461260

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ4 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 0.00Q3 25 calls: $578.8kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$2.3m$00.00
Q1 2025$310.4k$43.5k0.14
Q2 2025$463.1k$00.00
Q3 2025$578.8k$00.00

Biggest buyers

BlackRock, Inc. Added +1,867,657+1.9m
JPMORGAN CHASE & CO Added +1,508,180+1.5m
Amplius Wealth Advisors, LLC Added +466,766+466.8k
LPL Financial LLC Added +436,721+436.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +305,961+306.0k
Composition Wealth, LLC Added +289,570+289.6k
Farther Finance Advisors, LLC Added +236,497+236.5k
Empowered Funds, LLC Added +210,429+210.4k
GOLDMAN SACHS GROUP INC Added +141,482+141.5k
BANK OF AMERICA CORP /DE/ Added +140,223+140.2k

Biggest sellers

New York Life Investment Management LLC Reduced -248,131-248.1k
ROYAL BANK OF CANADA Reduced -190,139-190.1k
SoundView Advisors Inc. Sold out -188,220-188.2k
JACOBSON & SCHMITT ADVISORS, LLC Sold out -183,820-183.8k
Mutual Advisors, LLC Reduced -164,217-164.2k
FLOW TRADERS U.S. LLC Sold out -131,253-131.3k
Corient Private Wealth LP Reduced -100,993-101.0k
CITADEL ADVISORS LLC Sold out -94,135-94.1k
FMR LLC Reduced -91,872-91.9k
Modern Wealth Management, LLC Reduced -83,594-83.6k

Biggest calls

CITADEL ADVISORS LLC Added $578.8k5.6k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.05% of their portfolio New York, NY 29,850,69129.9m $3.1bn $3.1bn 0.05% Added +1.9m +1,867,657
2 Betterment LLC 0.85% of their portfolio NEW YORK, NY 4,140,6224.1m $428.0m $428.0m 0.85% Added +134.2k +134,158
3 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 3,320,5333.3m $343.2m $343.2m 0.10% Added +436.7k +436,721
4 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 3,319,8803.3m $343.1m $343.1m 0.10% Added +74.8k +74,802
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,051,6723.1m $315.4m $315.4m 0.01% Added +1.5m +1,508,180
6 FMR LLC 0.02% of their portfolio BOSTON, MA 2,870,5902.9m $296.7m $296.7m 0.02% Reduced -91.9k -91,872
7 RITHOLTZ WEALTH MANAGEMENT 4.31% of their portfolio NEW YORK, NY 2,146,4392.1m $221.9m $221.9m 4.31% Added +121.7k +121,719
8 Modera Wealth Management, LLC 2.56% of their portfolio WESTWOOD, NJ 2,136,9202.1m $220.9m $220.9m 2.56% Added +109.3k +109,263
9 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,823,2971.8m $188.5m $188.5m 0.01% Added +35.8k +35,760
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,755,2571.8m $181.4m $181.4m 0.01% Added +140.2k +140,223
11 3EDGE Asset Management, LP 6.88% of their portfolio Naples, FL 1,179,7081.2m $121.9m $121.9m 6.88% Added +63.2k +63,189
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.65% of their portfolio Stamford, CT 1,075,4111.1m $111.2m $111.2m 0.65% Added +88.5k +88,478
13 Wealthcare Advisory Partners LLC 2.29% of their portfolio WEST CHESTER, PA 1,061,9671.1m $109.8m $109.8m 2.29% Added +38.4k +38,380
14 Dynasty Wealth Management, LLC 1.42% of their portfolio ST. PETERSBURG, FL 1,028,4951.0m $106.3m $106.3m 1.42% Added +96.6k +96,645
15 Quotient Wealth Partners, LLC 2.79% of their portfolio DALLAS, TX 984,113984.1k $101.7m $101.7m 2.79% Added +56.0k +55,973
16 PARTNERS CAPITAL INVESTMENT GROUP, LLP 3.79% of their portfolio BOSTON, MA 923,723923.7k $95.5m $95.5m 3.79% Added +107.0k +106,998
17 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 921,732921.7k $95.2m $95.2m 0.02% Added +132.7k +132,722
18 FLPUTNAM INVESTMENT MANAGEMENT CO 1.33% of their portfolio PORTLAND, ME 862,244862.2k $89.1m $89.1m 1.33% Added +53.4k +53,436
19 ASSETMARK, INC 0.19% of their portfolio CONCORD, CA 841,744841.7k $87.0m $87.0m 0.19% Added +4.8k +4,836
20 WEALTHCARE CAPITAL MANAGEMENT LLC 8.73% of their portfolio RICHMOND, VA 831,486831.5k $85.9m $85.9m 8.73% Added +27.4k +27,398
21 Destination Wealth Management 2.17% of their portfolio Walnut Creek, CA 762,548762.5k $78.8m $78.8m 2.17% Added +18.8k +18,778
22 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 695,773695.8k $71.9m $71.9m 0.02% Added +85.9k +85,916
23 MASECO LLP 3.44% of their portfolio LONDON, X0 687,259687.3k $71.0m $71.0m 3.44% Added +60.7k +60,739
24 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 669,661669.7k $69.2m $69.2m 0.08% Added +80.6k +80,636
25 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 646,772646.8k $66.9m $66.9m 0.00% Added +4.8k +4,827
26 Haverford Trust Co 0.60% of their portfolio Radnor, PA 642,395642.4k $66.4m $66.4m 0.60% Added +21.2k +21,159
27 Cerity Partners LLC 0.10% of their portfolio NEW YORK, NY 614,561614.6k $63.3m $63.3m 0.10% Added +15.9k +15,888
28 KEATING INVESTMENT COUNSELORS INC 16.22% of their portfolio DELRAY BEACH, FL 549,716549.7k $56.8m $56.8m 16.22% Reduced -10.5k -10,482
29 MARTIN & CO INC /TN/ 9.89% of their portfolio Knoxville, TN 537,540537.5k $55.6m $55.6m 9.89% Unchanged
30 AlTi Global, Inc. 1.30% of their portfolio NEW YORK, NY 535,357535.4k $55.3m $55.3m 1.30% Reduced -609 -609
31 RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio NEW YORK, NY 534,400534.4k $55.2m $55.2m 0.07% Reduced -77.7k -77,700
32 Modern Wealth Management, LLC 1.08% of their portfolio KANSAS CITY, MO 530,231530.2k $54.8m $54.8m 1.08% Reduced -83.6k -83,594
33 Tortoise Investment Management, LLC 4.88% of their portfolio WHITE PLAINS, NY 529,770529.8k $54.8m $54.8m 4.88% Added +15.8k +15,783
34 M. Kulyk & Associates, LLC 10.87% of their portfolio DECATUR, GA 517,569517.6k $53.5m $53.5m 10.87% Added +3.0k +2,967
35 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 503,236503.2k $52.0m $52.0m 0.01% Added +56.6k +56,586
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 503,045503.0k $52.0m $52.0m 0.03% Added +306.0k +305,961
37 SCS Capital Management LLC 0.57% of their portfolio BOSTON, MA 502,177502.2k $51.9m $51.9m 0.57% Reduced -6.7k -6,740
38 Empowered Funds, LLC 0.49% of their portfolio NEWTOWN SQUARE, PA 475,113475.1k $48.9m $48.9m 0.49% Added +210.4k +210,429
39 Amplius Wealth Advisors, LLC 4.19% of their portfolio BLUE BELL, PA 469,418469.4k $48.5m $48.5m 4.19% Added +466.8k +466,766
40 Abacus Planning Group, Inc. 6.69% of their portfolio COLUMBIA, SC 469,165469.2k $48.5m $48.5m 6.69% Added +124.3k +124,335
41 Farther Finance Advisors, LLC 0.69% of their portfolio SAN FRANCISCO, CA 444,538444.5k $45.9m $45.9m 0.69% Added +236.5k +236,497
42 Elm Partners Management LLC 2.30% of their portfolio Philadelphia, PA 443,839443.8k $45.9m $45.9m 2.30% Reduced -4.0k -3,998
43 CENTRAL TRUST Co 0.91% of their portfolio JEFFERSON CITY, MO 419,300419.3k $43.3m $43.3m 0.91% Reduced -80.5k -80,494
44 LVW Advisors, LLC 4.30% of their portfolio PITTSFORD, NY 401,915401.9k $41.5m $41.5m 4.30% Added +10.8k +10,770
45 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 394,641394.6k $40.8m $40.8m 0.06% Added +73.5k +73,548
46 SIGMA INVESTMENT COUNSELORS INC 2.10% of their portfolio NORTHVILLE, MI 392,366392.4k $40.6m $40.6m 2.10% Added +4.5k +4,535
47 ALTFEST L J & CO INC 4.38% of their portfolio NEW YORK, NY 380,108380.1k $39.3m $39.3m 4.38% Reduced -55.8k -55,789
48 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 368,869368.9k $38.1m $38.1m 0.02% Unchanged
49 SUMMITRY LLC 1.53% of their portfolio Foster City, CA 350,606350.6k $36.2m $36.2m 1.53% Reduced -4.1k -4,076
50 World Investment Advisors 0.68% of their portfolio LINCROFT, NJ 321,227321.2k $33.2m $33.2m 0.68% Added +25.7k +25,661
51 GOULD ASSET MANAGEMENT LLC /CA/ 5.78% of their portfolio CLAREMONT, CA 300,998301.0k $31.1m $31.1m 5.78% Reduced -59.1k -59,071
52 Composition Wealth, LLC 0.46% of their portfolio LOS ANGELES, CA 294,301294.3k $30.4m $30.4m 0.46% Added +289.6k +289,570
53 Austin Asset Management Co Inc 5.42% of their portfolio AUSTIN, TX 287,836287.8k $29.8m $29.8m 5.42% Added +11.2k +11,233
54 Kelman-Lazarov, Inc. 4.32% of their portfolio MEMPHIS, TN 281,671281.7k $29.1m $29.1m 4.32% Added +15.0k +14,962
55 UBS Group AG 0.01% of their portfolio ZURICH, V8 267,249267.2k $27.6m $27.6m 0.01% Added +48.3k +48,334
56 Prime Capital Investment Advisors, LLC 0.34% of their portfolio OVERLAND PARK, KS 265,028265.0k $27.4m $27.4m 0.34% Added +9.0k +8,995
57 Envestnet Portfolio Solutions, Inc. 0.10% of their portfolio BERWYN, PA 262,929262.9k $27.2m $27.2m 0.10% Reduced -4.7k -4,682
58 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 262,433262.4k $27.1m $27.1m 0.07% Reduced -9.9k -9,888
59 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 254,517254.5k $26.3m $26.3m 0.03% Added +12.2k +12,210
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 238,303238.3k $24.6m $24.6m 0.04% Reduced -8.6k -8,600
61 EVOKE WEALTH, LLC 0.50% of their portfolio Los Angeles, CA 233,903233.9k $24.2m $24.2m 0.50% Added +18.9k +18,871
62 ROCKLAND TRUST CO 0.99% of their portfolio HANOVER, MA 233,545233.5k $24.1m $24.1m 0.99% Reduced -2.5k -2,456
63 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 230,204230.2k $23.8m $23.8m 0.11% Added +24.5k +24,468
64 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 228,082228.1k $23.6m $23.6m 0.00% Added +22.1k +22,063
65 MAI Capital Management 0.15% of their portfolio INDEPENDENCE, OH 225,729225.7k $23.3m $23.3m 0.15% Added +9.6k +9,566
66 Sensible Financial Planning & Management, LLC. 4.17% of their portfolio WALTHAM, MA 222,335222.3k $23.0m $23.0m 4.17% Added +2.9k +2,850
67 Pure Financial Advisors, LLC 0.37% of their portfolio SAN DIEGO, CA 221,799221.8k $22.9m $22.9m 0.37% Reduced -8.3k -8,342
68 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 216,361216.4k $22.4m $22.4m 0.00% Reduced -190.1k -190,139
69 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 211,359211.4k $21.8m $21.8m 0.00% Added +141.5k +141,482
70 ProVise Management Group, LLC 1.60% of their portfolio CLEARWATER, FL 209,736209.7k $21.7m $21.7m 1.60% Added +7.7k +7,706
71 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 209,388209.4k $21.6m $21.6m 0.06% Added +13.5k +13,529
72 JSF Financial, LLC 4.76% of their portfolio LOS ANGELES, CA 207,812207.8k $21.5m $21.5m 4.76% Reduced -8.6k -8,581
73 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 204,120204.1k $21.1m $21.1m 0.02% Added +14.7k +14,748
74 Baker Avenue Asset Management, LP 0.50% of their portfolio SAN FRANCISCO, CA 202,512202.5k $20.9m $20.9m 0.50% Reduced -21.3k -21,345
75 Seneca Financial Advisors LLC 6.77% of their portfolio ROCHESTER, NY 200,487200.5k $20.7m $20.7m 6.77% Added +97.5k +97,486
76 Stordahl Capital Management, Inc. 4.32% of their portfolio GREENWOOD VILLAGE, CO 198,917198.9k $20.6m $20.6m 4.32% Added +3.8k +3,754
77 Beacon Pointe Advisors, LLC 0.17% of their portfolio NEWPORT BEACH, CA 191,437191.4k $19.8m $19.8m 0.17% Added +95.5k +95,532
78 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 188,177188.2k $19.4m $19.4m 0.05% Added +37.8k +37,840
79 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 185,452185.5k $19.2m $19.2m 0.17% Added +17.0k +16,999
80 OneDigital Investment Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 184,687184.7k $19.1m $19.1m 0.20% Added +4.6k +4,591
81 Parcion Private Wealth LLC 1.19% of their portfolio BELLEVUE, WA 184,583184.6k $19.1m $19.1m 1.19% Added +396 +396
82 Kestra Investment Management, LLC 0.51% of their portfolio AUSTIN, TX 182,523182.5k $18.9m $18.9m 0.51% Added +18.8k +18,766
83 DDFG, Inc 4.31% of their portfolio THOUSAND OAKS, CA 180,698180.7k $18.7m $18.7m 4.31% Added +15.5k +15,519
84 Portland Global Advisors LLC 2.08% of their portfolio PORTLAND, ME 179,998180.0k $18.6m $18.6m 2.08% Added +5.2k +5,209
85 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 178,073178.1k $18.4m $18.4m 0.01% Added +1.5k +1,511
86 JEPPSON WEALTH MANAGEMENT, LLC 5.83% of their portfolio MANHATTAN BEACH, CA 176,961177.0k $18.3m $18.3m 5.83% Reduced -5.5k -5,479
87 EXENCIAL WEALTH ADVISORS, LLC 0.59% of their portfolio OKLAHOMA CITY, OK 175,669175.7k $18.2m $18.2m 0.59% Added +20.3k +20,251
88 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.36% of their portfolio Seattle, WA 173,177173.2k $17.9m $17.9m 0.36% Reduced -661 -661
89 Deane Retirement Strategies, Inc. 7.47% of their portfolio NEW ORLEANS, LA 167,996168.0k $17.4m $17.4m 7.47% Added +47.5k +47,498
90 Ancora Advisors LLC 0.35% of their portfolio Cleveland, OH 167,521167.5k $17.3m $17.3m 0.35% Added +1.8k +1,804
91 Financial Gravity Asset Management, Inc. 3.38% of their portfolio Lakeway, TX 165,832165.8k $17.1m $17.1m 3.38% First filing
92 KWMG, LLC 1.48% of their portfolio OVERLAND PARK, KS 163,848163.8k $16.9m $16.9m 1.48% Added +4.0k +3,953
93 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 163,600163.6k $16.9m $16.9m 0.01% Reduced -7.5k -7,523
94 ARKANSAS FINANCIAL GROUP, INC. 2.48% of their portfolio LITTLE ROCK, AR 162,820162.8k $16.8m $16.8m 2.48% Added +4.7k +4,665
95 Prime Buchholz LLC 9.08% of their portfolio PORTSMOUTH, NH 159,870159.9k $16.5m $16.5m 9.08% Added +72.6k +72,619
96 Walker Financial Services, Inc. 6.38% of their portfolio BOWLING GREEN, KY 158,632158.6k $16.4m $16.4m 6.38% Reduced -9.5k -9,515
97 PARK AVENUE SECURITIES LLC 0.13% of their portfolio NEW YORK, NY 155,201155.2k $16.0m $16.0m 0.13% Added +1.6k +1,600
98 First National Trust Co 0.55% of their portfolio Johnstown, PA 154,119154.1k $15.9m $15.9m 0.55% Added +8.7k +8,735
99 New York Life Investment Management LLC 0.14% of their portfolio New York, NY 150,059150.1k $15.5m $15.5m 0.14% Reduced -248.1k -248,131
100 Burt Wealth Advisors 3.58% of their portfolio North Bethesda, MD 141,137141.1k $14.6m $14.6m 3.58% Added +5.1k +5,063