Vault-13

ISHARES TR STIP

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

769 institutional holders -3 vs Q3 2025
100,829,353100.8m shares reported held*
$10.3bnreported value*
59 new 308 added 270 reduced 96 sold out net sold ≈ $231.1m (-2.3m 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 ($67.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $102.40.

Trends to Q4 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: 772Q4 25: 769769Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025769

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 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 25Q3 25: 461 bought or addedQ3 25: 260 cut or sold outQ4 25: 367 bought or addedQ4 25: 366 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024236306
Q2 2024254287
Q3 2024238294
Q4 2024296257
Q1 2025363249
Q2 2025492223
Q3 2025461260
Q4 2025367366

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 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 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$310.4k$43.5k0.14
Q2 2025$463.1k$00.00
Q3 2025$578.8k$00.00
Q4 2025$0$0—

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,614,232+1.6m
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP New +730,000+730.0k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Added +366,392+366.4k
Beacon Pointe Advisors, LLC Added +365,234+365.2k
JANE STREET GROUP, LLC Added +294,349+294.3k
Farther Finance Advisors, LLC Added +293,986+294.0k
BlackRock, Inc. Added +282,141+282.1k
Betterment LLC Added +231,247+231.2k
NorthRock Partners, LLC New +219,624+219.6k
Corient Private Wealth LP Added +217,273+217.3k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -2,461,593-2.5m
JPMORGAN CHASE & CO Reduced -1,698,145-1.7m
LPL Financial LLC Reduced -517,378-517.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -459,900-459.9k
ASSETMARK, INC Reduced -389,242-389.2k
Envestnet Portfolio Solutions, Inc. Reduced -242,324-242.3k
FMR LLC Reduced -236,233-236.2k
MORGAN STANLEY Reduced -231,301-231.3k
Cetera Investment Advisers Reduced -223,389-223.4k
Baker Avenue Asset Management, LP Reduced -198,965-199.0k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.05% of their portfolio New York, NY 30,132,83230.1m $3.1bn $3.1bn 0.05% Added +282.1k +282,141
2 Betterment LLC 0.85% of their portfolio NEW YORK, NY 4,371,8694.4m $447.6m $447.6m 0.85% Added +231.2k +231,247
3 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 3,369,4893.4m $345.0m $345.0m 0.03% Added +1.6m +1,614,232
4 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 2,803,1552.8m $287.0m $287.0m 0.08% Reduced -517.4k -517,378
5 FMR LLC 0.01% of their portfolio BOSTON, MA 2,634,3572.6m $269.7m $269.7m 0.01% Reduced -236.2k -236,233
6 Modera Wealth Management, LLC 2.70% of their portfolio WESTWOOD, NJ 2,279,2682.3m $233.4m $233.4m 2.70% Added +142.3k +142,348
7 RITHOLTZ WEALTH MANAGEMENT 4.22% of their portfolio NEW YORK, NY 2,255,8552.3m $231.0m $231.0m 4.22% Added +109.4k +109,416
8 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,591,9961.6m $163.0m $163.0m 0.01% Reduced -231.3k -231,301
9 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,353,5271.4m $138.6m $138.6m 0.01% Reduced -1.7m -1,698,145
10 PARTNERS CAPITAL INVESTMENT GROUP, LLP 4.92% of their portfolio BOSTON, MA 1,290,1151.3m $132.1m $132.1m 4.92% Added +366.4k +366,392
11 Wealthcare Advisory Partners LLC 2.31% of their portfolio WEST CHESTER, PA 1,148,5021.1m $117.6m $117.6m 2.31% Added +86.5k +86,535
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.63% of their portfolio Stamford, CT 1,119,1361.1m $114.6m $114.6m 0.63% Added +43.7k +43,725
13 3EDGE Asset Management, LP 5.93% of their portfolio Naples, FL 1,115,7021.1m $114.2m $114.2m 5.93% Reduced -64.0k -64,006
14 Dynasty Wealth Management, LLC 1.10% of their portfolio ST. PETERSBURG, FL 1,094,2551.1m $112.0m $112.0m 1.10% Added +65.8k +65,760
15 Quotient Wealth Partners, LLC 2.90% of their portfolio DALLAS, TX 1,063,8141.1m $108.9m $108.9m 2.90% Added +79.7k +79,701
16 FLPUTNAM INVESTMENT MANAGEMENT CO 1.36% of their portfolio PORTLAND, ME 914,329914.3k $93.6m $93.6m 1.36% Added +52.1k +52,085
17 WEALTHCARE CAPITAL MANAGEMENT LLC 8.74% of their portfolio RICHMOND, VA 860,058860.1k $88.1m $88.1m 8.74% Added +28.6k +28,572
18 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 858,287858.3k $87.9m $87.9m 0.03% Reduced -2.5m -2,461,593
19 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 835,444835.4k $85.5m $85.5m 0.02% Reduced -86.3k -86,288
20 Destination Wealth Management 2.14% of their portfolio Walnut Creek, CA 798,027798.0k $81.7m $81.7m 2.14% Added +35.5k +35,479
21 Farther Finance Advisors, LLC 0.81% of their portfolio SAN FRANCISCO, CA 738,524738.5k $75.6m $75.6m 0.81% Added +294.0k +293,986
22 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 738,214738.2k $75.6m $75.6m 0.02% Added +42.4k +42,441
23 MASECO LLP 3.27% of their portfolio LONDON, X0 733,508733.5k $75.1m $75.1m 3.27% Added +46.2k +46,249
24 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2.23% of their portfolio Altamonte Springs, FL 730,000730.0k $74.7m $74.7m 2.23% New
25 Haverford Trust Co 0.61% of their portfolio Radnor, PA 666,530666.5k $68.2m $68.2m 0.61% Added +24.1k +24,135
26 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 657,431657.4k $67.3m $67.3m 0.00% Added +10.7k +10,659
27 Cerity Partners LLC 0.09% of their portfolio NEW YORK, NY 633,446633.4k $64.7m $64.7m 0.09% Added +18.9k +18,885
28 KEATING INVESTMENT COUNSELORS INC 16.20% of their portfolio DELRAY BEACH, FL 570,802570.8k $58.4m $58.4m 16.20% Added +21.1k +21,086
29 Tortoise Investment Management, LLC 5.09% of their portfolio WHITE PLAINS, NY 566,503566.5k $58.0m $58.0m 5.09% Added +36.7k +36,733
30 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 562,043562.0k $57.5m $57.5m 0.01% Added +58.8k +58,807
31 Beacon Pointe Advisors, LLC 0.40% of their portfolio NEWPORT BEACH, CA 556,671556.7k $57.0m $57.0m 0.40% Added +365.2k +365,234
32 Abacus Planning Group, Inc. 7.44% of their portfolio COLUMBIA, SC 545,598545.6k $55.9m $55.9m 7.44% Added +76.4k +76,433
33 SCS Capital Management LLC 0.59% of their portfolio BOSTON, MA 542,986543.0k $55.6m $55.6m 0.59% Added +40.8k +40,809
34 MARTIN & CO INC /TN/ 9.45% of their portfolio Knoxville, TN 537,540537.5k $55.0m $55.0m 9.45% Unchanged
35 M. Kulyk & Associates, LLC 10.36% of their portfolio DECATUR, GA 529,593529.6k $54.2m $54.2m 10.36% Added +12.0k +12,024
36 AlTi Global, Inc. 1.14% of their portfolio NEW YORK, NY 517,838517.8k $53.0m $53.0m 1.14% Reduced -17.5k -17,519
37 Empowered Funds, LLC 0.90% of their portfolio NEWTOWN SQUARE, PA 516,640516.6k $52.9m $52.9m 0.90% Added +41.5k +41,527
38 Amplius Wealth Advisors, LLC 4.15% of their portfolio BLUE BELL, PA 482,698482.7k $49.4m $49.4m 4.15% Added +13.3k +13,280
39 ASSETMARK, INC 0.09% of their portfolio CONCORD, CA 452,502452.5k $46.3m $46.3m 0.09% Reduced -389.2k -389,242
40 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 446,272446.3k $45.7m $45.7m 0.05% Reduced -223.4k -223,389
41 Modern Wealth Management, LLC 0.82% of their portfolio KANSAS CITY, MO 436,684436.7k $44.7m $44.7m 0.82% Reduced -93.5k -93,547
42 Elm Partners Management LLC 1.99% of their portfolio Philadelphia, PA 428,603428.6k $43.9m $43.9m 1.99% Reduced -15.2k -15,236
43 LVW Advisors, LLC 4.24% of their portfolio PITTSFORD, NY 408,434408.4k $41.8m $41.8m 4.24% Added +6.5k +6,519
44 GOULD ASSET MANAGEMENT LLC /CA/ 7.39% of their portfolio CLAREMONT, CA 407,264407.3k $41.7m $41.7m 7.39% Added +106.3k +106,266
45 SIGMA INVESTMENT COUNSELORS INC 2.08% of their portfolio NORTHVILLE, MI 400,463400.5k $41.0m $41.0m 2.08% Added +8.1k +8,097
46 ALTFEST L J & CO INC 4.28% of their portfolio NEW YORK, NY 381,591381.6k $39.1m $39.1m 4.28% Added +1.5k +1,483
47 CENTRAL TRUST Co 0.73% of their portfolio JEFFERSON CITY, MO 362,634362.6k $37.1m $37.1m 0.73% Reduced -56.7k -56,666
48 SB Capital Management Inc 13.55% of their portfolio ENCINO, CA 361,193361.2k $37.0m $37.0m 13.55% First filing
49 SUMMITRY LLC 1.48% of their portfolio Foster City, CA 347,762347.8k $35.6m $35.6m 1.48% Reduced -2.8k -2,844
50 World Investment Advisors 0.58% of their portfolio LINCROFT, NJ 345,191345.2k $35.3m $35.3m 0.58% Added +24.0k +23,964
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 331,428331.4k $33.9m $33.9m 0.02% Reduced -171.6k -171,617
52 Kelman-Lazarov, Inc. 4.43% of their portfolio MEMPHIS, TN 303,015303.0k $31.0m $31.0m 4.43% Added +21.3k +21,344
53 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 301,594301.6k $30.9m $30.9m 0.04% Added +294.3k +294,349
54 Composition Wealth, LLC 0.44% of their portfolio LOS ANGELES, CA 301,332301.3k $30.9m $30.9m 0.44% Added +7.0k +7,031
55 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 292,169292.2k $29.9m $29.9m 0.02% Added +128.6k +128,569
56 Austin Asset Management Co Inc 4.88% of their portfolio AUSTIN, TX 290,086290.1k $29.7m $29.7m 4.88% Added +2.2k +2,250
57 Prime Capital Investment Advisors, LLC 0.36% of their portfolio OVERLAND PARK, KS 289,510289.5k $29.6m $29.6m 0.36% Added +24.5k +24,482
58 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 279,562279.6k $28.6m $28.6m 0.02% Reduced -89.3k -89,307
59 UBS Group AG 0.01% of their portfolio ZURICH, V8 259,996260.0k $26.6m $26.6m 0.01% Reduced -7.3k -7,253
60 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 259,708259.7k $26.6m $26.6m 0.02% Added +217.3k +217,273
61 EVOKE WEALTH, LLC 0.50% of their portfolio Los Angeles, CA 255,665255.7k $26.2m $26.2m 0.50% Added +21.8k +21,762
62 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 255,185255.2k $26.1m $26.1m 0.03% Added +668 +668
63 Seneca Financial Advisors LLC 7.30% of their portfolio ROCHESTER, NY 234,385234.4k $24.0m $24.0m 7.30% Added +33.9k +33,898
64 ROCKLAND TRUST CO 0.93% of their portfolio HANOVER, MA 231,657231.7k $23.7m $23.7m 0.93% Reduced -1.9k -1,888
65 MAI Capital Management 0.14% of their portfolio INDEPENDENCE, OH 230,231230.2k $23.6m $23.6m 0.14% Added +4.5k +4,502
66 ProVise Management Group, LLC 1.65% of their portfolio CLEARWATER, FL 226,345226.3k $23.2m $23.2m 1.65% Added +16.6k +16,609
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 225,867225.9k $23.1m $23.1m 0.03% Reduced -12.4k -12,436
68 COLDSTREAM CAPITAL MANAGEMENT INC 0.29% of their portfolio BELLEVUE, WA 222,052222.1k $22.7m $22.7m 0.29% Added +199.2k +199,184
69 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 219,728219.7k $22.5m $22.5m 0.03% Reduced -174.9k -174,913
70 NorthRock Partners, LLC 0.38% of their portfolio MINNEAPOLIS, MN 219,624219.6k $22.5m $22.5m 0.38% New
71 JSF Financial, LLC 4.60% of their portfolio LOS ANGELES, CA 216,970217.0k $22.2m $22.2m 4.60% Added +9.2k +9,158
72 Pure Financial Advisors, LLC 0.32% of their portfolio SAN DIEGO, CA 213,300213.3k $21.8m $21.8m 0.32% Reduced -8.5k -8,499
73 SoundView Advisors Inc. 7.51% of their portfolio OLYMPIA, WA 210,264210.3k $21.5m $21.5m 7.51% New
74 Stordahl Capital Management, Inc. 4.36% of their portfolio GREENWOOD VILLAGE, CO 207,093207.1k $21.2m $21.2m 4.36% Added +8.2k +8,176
75 Kestra Investment Management, LLC 0.52% of their portfolio AUSTIN, TX 206,700206.7k $21.2m $21.2m 0.52% Added +24.2k +24,177
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 199,724199.7k $20.4m $20.4m 0.00% Reduced -16.6k -16,637
77 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 194,205194.2k $19.9m $19.9m 0.05% Reduced -15.2k -15,183
78 Walker Financial Services, Inc. 6.97% of their portfolio BOWLING GREEN, KY 187,932187.9k $19.2m $19.2m 6.97% Added +29.3k +29,300
79 Portland Global Advisors LLC 2.05% of their portfolio PORTLAND, ME 186,931186.9k $19.1m $19.1m 2.05% Added +6.9k +6,933
80 Parcion Private Wealth LLC 1.16% of their portfolio BELLEVUE, WA 186,823186.8k $19.1m $19.1m 1.16% Added +2.2k +2,240
81 DDFG, Inc 4.18% of their portfolio THOUSAND OAKS, CA 186,354186.4k $19.1m $19.1m 4.18% Added +5.7k +5,656
82 ARKANSAS FINANCIAL GROUP, INC. 2.70% of their portfolio LITTLE ROCK, AR 182,916182.9k $18.7m $18.7m 2.70% Added +20.1k +20,096
83 Ancora Advisors LLC 0.38% of their portfolio Cleveland, OH 180,831180.8k $18.5m $18.5m 0.38% Added +13.3k +13,310
84 Financial Gravity Asset Management, Inc. 3.56% of their portfolio Lakeway, TX 180,432180.4k $18.5m $18.5m 3.56% Added +14.6k +14,600
85 Stadion Money Management, LLC 1.50% of their portfolio WATKINSVILLE, GA 180,229180.2k $18.5m $18.5m 1.50% Added +54.9k +54,867
86 EXENCIAL WEALTH ADVISORS, LLC 0.58% of their portfolio OKLAHOMA CITY, OK 177,809177.8k $18.2m $18.2m 0.58% Added +2.1k +2,140
87 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 177,769177.8k $18.2m $18.2m 0.07% Reduced -52.4k -52,435
88 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 177,558177.6k $18.2m $18.2m 0.00% Reduced -33.8k -33,801
89 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 177,273177.3k $18.2m $18.2m 0.01% New
90 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.32% of their portfolio Seattle, WA 173,830173.8k $17.8m $17.8m 0.32% Added +653 +653
91 JEPPSON WEALTH MANAGEMENT, LLC 5.54% of their portfolio MANHATTAN BEACH, CA 170,803170.8k $17.5m $17.5m 5.54% Reduced -6.2k -6,158
92 KWMG, LLC 1.48% of their portfolio OVERLAND PARK, KS 167,651167.7k $17.2m $17.2m 1.48% Added +3.8k +3,803
93 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 167,148167.1k $17.1m $17.1m 0.01% Reduced -10.9k -10,925
94 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 166,473166.5k $17.0m $17.0m 0.01% Added +148.1k +148,062
95 Integrated Wealth Concepts LLC 0.20% of their portfolio WALTHAM, MA 164,776164.8k $16.9m $16.9m 0.20% Reduced -20.7k -20,676
96 Valmark Advisers, Inc. 0.19% of their portfolio AKRON, OH 153,614153.6k $15.7m $15.7m 0.19% Added +28.6k +28,558
97 First National Trust Co 0.50% of their portfolio Johnstown, PA 147,860147.9k $15.1m $15.1m 0.50% Reduced -6.3k -6,259
98 BIP Wealth, LLC 0.53% of their portfolio ATLANTA, GA 146,607146.6k $15.0m $15.0m 0.53% Added +6.9k +6,861
99 AJ Advisors, LLC 5.37% of their portfolio NASHVILLE, TN 141,995142.0k $14.5m $14.5m 5.37% Added +10.5k +10,489
100 American Money Management, LLC 2.23% of their portfolio Rancho Santa Fe, CA 138,281138.3k $14.2m $14.2m 2.23% Added +7.5k +7,471