Vault-13

ISHARES TR STIP

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

767 institutional holders -2 vs Q4 2025
115,577,391115.6m shares reported held*
$11.7bnreported value*
83 new 331 added 242 reduced 77 sold out net bought ≈ $1.3bn (+15.1m 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 ($65.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $101.19.

Trends to Q1 2026

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: 769Q1 26: 767767Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026767

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 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 25Q4 25: 367 bought or addedQ4 25: 366 cut or sold outQ1 26: 414 bought or addedQ1 26: 319 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024254287
Q3 2024238294
Q4 2024296257
Q1 2025363249
Q2 2025492223
Q3 2025461260
Q4 2025367366
Q1 2026414319

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 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 —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$463.1k$00.00
Q3 2025$578.8k$00.00
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

BlackRock, Inc. Added +12,146,236+12.1m
Main Management Fund Advisors LLC New +2,480,600+2.5m
COLDSTREAM CAPITAL MANAGEMENT INC Added +1,231,203+1.2m
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Added +830,200+830.2k
Kestra Investment Management, LLC Added +716,935+716.9k
SCS Capital Management LLC Added +425,008+425.0k
MERCER GLOBAL ADVISORS INC /ADV Added +356,273+356.3k
LPL Financial LLC Added +320,514+320.5k
AMJ Financial Wealth Management New +314,997+315.0k
Tortoise Investment Management, LLC Added +273,728+273.7k

Biggest sellers

FMR LLC Reduced -2,106,951-2.1m
BANK OF AMERICA CORP /DE/ Reduced -2,036,091-2.0m
3EDGE Asset Management, LP Reduced -587,089-587.1k
Dynasty Wealth Management, LLC Reduced -444,159-444.2k
Quotient Wealth Partners, LLC Reduced -429,799-429.8k
JPMORGAN CHASE & CO Reduced -410,866-410.9k
ASSETMARK, INC Reduced -409,918-409.9k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -306,270-306.3k
JANE STREET GROUP, LLC Sold out -301,594-301.6k
Composition Wealth, LLC Reduced -294,501-294.5k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.08% of their portfolio New York, NY 42,279,06842.3m $4.4bn $4.4bn 0.08% Added +12.1m +12,146,236
2 Betterment LLC 0.88% of their portfolio NEW YORK, NY 4,487,5804.5m $464.1m $464.1m 0.88% Added +115.7k +115,711
3 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,123,6693.1m $323.1m $323.1m 0.09% Added +320.5k +320,514
4 Main Management Fund Advisors LLC 0.03% of their portfolio SAN FRANCISCO, CA 2,480,6002.5m $152.0k $152.0k 0.03% New
5 Modera Wealth Management, LLC 3.03% of their portfolio WESTWOOD, NJ 2,442,8542.4m $252.7m $252.7m 3.03% Added +163.6k +163,586
6 RITHOLTZ WEALTH MANAGEMENT 4.32% of their portfolio NEW YORK, NY 2,409,8032.4m $249.2m $249.2m 4.32% Added +153.9k +153,948
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,785,5591.8m $184.7m $184.7m 0.01% Added +193.6k +193,563
8 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5.65% of their portfolio Altamonte Springs, FL 1,560,2001.6m $161.4m $161.4m 5.65% Added +830.2k +830,200
9 COLDSTREAM CAPITAL MANAGEMENT INC 1.85% of their portfolio BELLEVUE, WA 1,453,2551.5m $150.3m $150.3m 1.85% Added +1.2m +1,231,203
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,333,3981.3m $137.9m $137.9m 0.01% Reduced -2.0m -2,036,091
11 Wealthcare Advisory Partners LLC 2.43% of their portfolio WEST CHESTER, PA 1,209,3421.2m $125.1m $125.1m 2.43% Added +60.8k +60,840
12 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.60% of their portfolio Stamford, CT 1,163,2841.2m $120.3m $120.3m 0.60% Added +44.1k +44,148
13 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,125,2701.1m $116.4m $116.4m 0.03% Added +267.0k +266,983
14 PARTNERS CAPITAL INVESTMENT GROUP, LLP 3.83% of their portfolio BOSTON, MA 983,845983.8k $101.8m $101.8m 3.83% Reduced -306.3k -306,270
15 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 973,318973.3k $100.7m $100.7m 0.02% Added +137.9k +137,874
16 SCS Capital Management LLC 1.06% of their portfolio BOSTON, MA 967,994968.0k $100.1m $100.1m 1.06% Added +425.0k +425,008
17 Farther Finance Advisors, LLC 0.92% of their portfolio SAN FRANCISCO, CA 946,212946.2k $97.6m $97.6m 0.92% Added +207.7k +207,688
18 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 942,661942.7k $97.5m $97.5m 0.01% Reduced -410.9k -410,866
19 FLPUTNAM INVESTMENT MANAGEMENT CO 1.44% of their portfolio PORTLAND, ME 935,426935.4k $96.8m $96.8m 1.44% Added +21.1k +21,097
20 Kestra Investment Management, LLC 1.65% of their portfolio AUSTIN, TX 923,635923.6k $95.5m $95.5m 1.65% Added +716.9k +716,935
21 WEALTHCARE CAPITAL MANAGEMENT LLC 9.49% of their portfolio RICHMOND, VA 917,536917.5k $94.9m $94.9m 9.49% Added +57.5k +57,478
22 Tortoise Investment Management, LLC 7.18% of their portfolio WHITE PLAINS, NY 840,231840.2k $86.9m $86.9m 7.18% Added +273.7k +273,728
23 Destination Wealth Management 2.22% of their portfolio Walnut Creek, CA 825,668825.7k $85.4m $85.4m 2.22% Added +27.6k +27,641
24 MASECO LLP 2.51% of their portfolio LONDON, X0 774,850774.9k $80.1m $80.1m 2.51% Added +41.3k +41,342
25 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 772,578772.6k $79.9m $79.9m 0.02% Added +34.4k +34,364
26 M. Kulyk & Associates, LLC 14.03% of their portfolio DECATUR, GA 726,680726.7k $75.2m $75.2m 14.03% Added +197.1k +197,087
27 Haverford Trust Co 0.67% of their portfolio Radnor, PA 708,230708.2k $73.3m $73.3m 0.67% Added +41.7k +41,700
28 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 652,613652.6k $67.5m $67.5m 0.00% Reduced -4.8k -4,818
29 Dynasty Wealth Management, LLC 0.59% of their portfolio ST. PETERSBURG, FL 650,096650.1k $67.2m $67.2m 0.59% Reduced -444.2k -444,159
30 Beacon Pointe Advisors, LLC 0.35% of their portfolio NEWPORT BEACH, CA 640,243640.2k $66.2m $66.2m 0.35% Added +83.6k +83,572
31 KEATING INVESTMENT COUNSELORS INC 16.33% of their portfolio DELRAY BEACH, FL 637,361637.4k $65.9m $65.9m 16.33% Added +66.6k +66,559
32 Quotient Wealth Partners, LLC 1.73% of their portfolio DALLAS, TX 634,015634.0k $65.6m $65.6m 1.73% Reduced -429.8k -429,799
33 Cerity Partners LLC 0.09% of their portfolio NEW YORK, NY 629,364629.4k $64.9m $64.9m 0.09% Reduced -4.1k -4,082
34 Abacus Planning Group, Inc. 8.39% of their portfolio COLUMBIA, SC 602,288602.3k $62.3m $62.3m 8.39% Added +56.7k +56,690
35 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 565,736565.7k $58.5m $58.5m 0.01% Added +3.7k +3,693
36 MARTIN & CO INC /TN/ 9.46% of their portfolio Knoxville, TN 537,540537.5k $55.6m $55.6m 9.46% Unchanged
37 3EDGE Asset Management, LP 2.64% of their portfolio Naples, FL 528,613528.6k $54.7m $54.7m 2.64% Reduced -587.1k -587,089
38 FMR LLC 0.00% of their portfolio BOSTON, MA 527,406527.4k $54.5m $54.5m 0.00% Reduced -2.1m -2,106,951
39 Amplius Wealth Advisors, LLC 4.40% of their portfolio BLUE BELL, PA 510,301510.3k $52.8m $52.8m 4.40% Added +27.6k +27,603
40 Empowered Funds, LLC 0.33% of their portfolio NEWTOWN SQUARE, PA 508,001508.0k $52.4m $52.4m 0.33% Reduced -8.6k -8,639
41 AlTi Global, Inc. 1.14% of their portfolio NEW YORK, NY 505,346505.3k $52.3m $52.3m 1.14% Reduced -12.5k -12,492
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 481,437481.4k $49.8m $49.8m 0.03% Added +150.0k +150,009
43 GOULD ASSET MANAGEMENT LLC /CA/ 8.44% of their portfolio CLAREMONT, CA 469,722469.7k $48.6m $48.6m 8.44% Added +62.5k +62,458
44 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 453,628453.6k $46.9m $46.9m 0.05% Added +7.4k +7,356
45 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 429,384429.4k $44.4m $44.4m 0.07% Added +356.3k +356,273
46 LVW Advisors, LLC 4.22% of their portfolio PITTSFORD, NY 418,646418.6k $43.3m $43.3m 4.22% Added +10.2k +10,212
47 SIGMA INVESTMENT COUNSELORS INC 2.23% of their portfolio NORTHVILLE, MI 407,325407.3k $42.1m $42.1m 2.23% Added +6.9k +6,862
48 ALTFEST L J & CO INC 4.33% of their portfolio NEW YORK, NY 391,581391.6k $40.5m $40.5m 4.33% Added +10.0k +9,990
49 Modern Wealth Management, LLC 0.62% of their portfolio KANSAS CITY, MO 351,679351.7k $36.3m $36.3m 0.62% Reduced -85.0k -85,005
50 CENTRAL TRUST Co 0.71% of their portfolio JEFFERSON CITY, MO 348,215348.2k $36.0m $36.0m 0.71% Reduced -14.4k -14,419
51 SUMMITRY LLC 1.22% of their portfolio Foster City, CA 335,086335.1k $34.7m $34.7m 1.22% Reduced -12.7k -12,676
52 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 317,303317.3k $32.8m $32.8m 0.00% Added +139.7k +139,745
53 AMJ Financial Wealth Management 7.72% of their portfolio LEESBURG, VA 314,997315.0k $32.6m $32.6m 7.72% New
54 Kelman-Lazarov, Inc. 4.62% of their portfolio MEMPHIS, TN 311,471311.5k $32.2m $32.2m 4.62% Added +8.5k +8,456
55 Austin Asset Management Co Inc 5.28% of their portfolio AUSTIN, TX 310,550310.6k $32.1m $32.1m 5.28% Added +20.5k +20,464
56 World Investment Advisors 0.51% of their portfolio LINCROFT, NJ 308,576308.6k $31.9m $31.9m 0.51% Reduced -36.6k -36,615
57 EVOKE WEALTH, LLC 0.58% of their portfolio Los Angeles, CA 306,484306.5k $31.7m $31.7m 0.58% Added +50.8k +50,819
58 Prime Capital Investment Advisors, LLC 0.36% of their portfolio OVERLAND PARK, KS 302,644302.6k $31.3m $31.3m 0.36% Added +13.1k +13,134
59 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 285,672285.7k $29.5m $29.5m 0.11% Added +107.9k +107,903
60 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 274,824274.8k $28.4m $28.4m 0.02% Reduced -17.3k -17,345
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 272,353272.4k $28.2m $28.2m 0.00% Added +12.4k +12,357
62 Opus Capital Group, LLC 2.99% of their portfolio CINCINNATI, OH 268,570268.6k $27.8m $27.8m 2.99% New
63 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 258,893258.9k $26.8m $26.8m 0.03% Added +3.7k +3,708
64 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 256,561256.6k $26.5m $26.5m 0.04% Added +36.8k +36,833
65 Seneca Financial Advisors LLC 7.54% of their portfolio ROCHESTER, NY 248,663248.7k $25.7m $25.7m 7.54% Added +14.3k +14,278
66 ProVise Management Group, LLC 1.77% of their portfolio CLEARWATER, FL 237,320237.3k $24.5m $24.5m 1.77% Added +11.0k +10,975
67 ROCKLAND TRUST CO 0.98% of their portfolio HANOVER, MA 236,135236.1k $24.4m $24.4m 0.98% Added +4.5k +4,478
68 MAI Capital Management 0.14% of their portfolio INDEPENDENCE, OH 235,506235.5k $24.4m $24.4m 0.14% Added +5.3k +5,275
69 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 231,665231.7k $24.0m $24.0m 0.00% Added +31.9k +31,941
70 NorthRock Partners, LLC 0.38% of their portfolio MINNEAPOLIS, MN 227,876227.9k $23.6m $23.6m 0.38% Added +8.3k +8,252
71 SYON CAPITAL LLC 1.18% of their portfolio SAN FRANCISCO, CA 225,964226.0k $23.4m $23.4m 1.18% New
72 SoundView Advisors Inc. 8.04% of their portfolio OLYMPIA, WA 218,439218.4k $22.6m $22.6m 8.04% Added +8.2k +8,175
73 Walker Financial Services, Inc. 7.61% of their portfolio BOWLING GREEN, KY 215,048215.0k $22.2m $22.2m 7.61% Added +27.1k +27,116
74 Integrated Wealth Concepts LLC 0.18% of their portfolio WALTHAM, MA 212,212212.2k $21.9m $21.9m 0.18% Added +47.4k +47,436
75 Stordahl Capital Management, Inc. 4.52% of their portfolio GREENWOOD VILLAGE, CO 211,973212.0k $21.9m $21.9m 4.52% Added +4.9k +4,880
76 Pure Financial Advisors, LLC 0.31% of their portfolio SAN DIEGO, CA 210,983211.0k $21.8m $21.8m 0.31% Reduced -2.3k -2,317
77 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 204,023204.0k $21.1m $21.1m 0.11% Added +197.3k +197,263
78 Deane Retirement Strategies, Inc. 8.24% of their portfolio NEW ORLEANS, LA 198,076198.1k $20.5m $20.5m 8.24% Added +198.0k +197,980
79 ARKANSAS FINANCIAL GROUP, INC. 2.80% of their portfolio LITTLE ROCK, AR 194,455194.5k $20.1m $20.1m 2.80% Added +11.5k +11,539
80 DDFG, Inc 4.28% of their portfolio THOUSAND OAKS, CA 192,015192.0k $19.9m $19.9m 4.28% Added +5.7k +5,661
81 Portland Global Advisors LLC 2.10% of their portfolio PORTLAND, ME 190,454190.5k $19.7m $19.7m 2.10% Added +3.5k +3,523
82 Parcion Private Wealth LLC 1.22% of their portfolio BELLEVUE, WA 190,109190.1k $19.7m $19.7m 1.22% Added +3.3k +3,286
83 Financial Gravity Asset Management, Inc. 3.43% of their portfolio Lakeway, TX 186,235186.2k $19.3m $19.3m 3.43% Added +5.8k +5,803
84 Ancora Advisors LLC 0.40% of their portfolio Cleveland, OH 181,566181.6k $18.8m $18.8m 0.40% Added +735 +735
85 EXENCIAL WEALTH ADVISORS, LLC 0.58% of their portfolio OKLAHOMA CITY, OK 181,263181.3k $18.7m $18.7m 0.58% Added +3.5k +3,454
86 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 180,449180.4k $14.1m $14.1m 0.03% Reduced -45.4k -45,418
87 Elm Partners Management LLC 0.80% of their portfolio Philadelphia, PA 179,257179.3k $18.5m $18.5m 0.80% Reduced -249.3k -249,346
88 Stadion Money Management, LLC 1.86% of their portfolio WATKINSVILLE, GA 178,430178.4k $18.5m $18.5m 1.86% Reduced -1.8k -1,799
89 KWMG, LLC 1.50% of their portfolio OVERLAND PARK, KS 173,959174.0k $18.0m $18.0m 1.50% Added +6.3k +6,308
90 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 173,642173.6k $18.0m $18.0m 0.05% Reduced -20.6k -20,563
91 JEPPSON WEALTH MANAGEMENT, LLC 5.56% of their portfolio MANHATTAN BEACH, CA 171,466171.5k $17.7m $17.7m 5.56% Added +663 +663
92 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.31% of their portfolio Seattle, WA 170,271170.3k $17.6m $17.6m 0.31% Reduced -3.6k -3,559
93 NorthCoast Asset Management LLC 0.40% of their portfolio STAMFORD, CT 168,427168.4k $17.4m $17.4m 0.40% Added +88.9k +88,934
94 Prime Buchholz LLC 8.76% of their portfolio PORTSMOUTH, NH 162,116162.1k $16.8m $16.8m 8.76% Added +60.2k +60,202
95 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 158,604158.6k $16.4m $16.4m 0.00% Added +25.5k +25,503
96 Northland Capital Management LLC 8.94% of their portfolio VIRGINIA, MN 158,107158.1k $16.4m $16.4m 8.94% Added +59.4k +59,415
97 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 157,585157.6k $16.3m $16.3m 0.01% Reduced -9.6k -9,563
98 BIP Wealth, LLC 0.65% of their portfolio ATLANTA, GA 154,557154.6k $16.0m $16.0m 0.65% Added +8.0k +7,950
99 Valmark Advisers, Inc. 0.19% of their portfolio AKRON, OH 153,892153.9k $15.9m $15.9m 0.19% Added +278 +278
100 AJ Advisors, LLC 5.66% of their portfolio NASHVILLE, TN 147,499147.5k $15.3m $15.3m 5.66% Added +5.5k +5,504