Vault-13

ISHARES TR STIP

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

830 institutional holders +63 vs Q1 2026
125,111,254125.1m shares reported held*
$12.8bnreported value*
120 new 430 added 177 reduced 48 sold out net bought ≈ $1.2bn (+9.8m 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 ($55.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $102.13.

Trends to Q2 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: 767Q2 26: 830830Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026830

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q1 26: 414 bought or addedQ1 26: 319 cut or sold outQ2 26: 550 bought or addedQ2 26: 225 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024238294
Q4 2024296257
Q1 2025363249
Q2 2025492223
Q3 2025461260
Q4 2025367366
Q1 2026414319
Q2 2026550225

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 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 —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$578.8k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

BlackRock, Inc. Added +1,966,021+2.0m
LPL Financial LLC Added +1,009,739+1.0m
Cetera Investment Advisers Added +983,807+983.8k
ENVESTNET ASSET MANAGEMENT INC Added +870,609+870.6k
MORGAN STANLEY Added +464,579+464.6k
MERCER GLOBAL ADVISORS INC /ADV Added +430,616+430.6k
COLDSTREAM CAPITAL MANAGEMENT INC Added +407,033+407.0k
Alpine Bank Wealth Management New +339,975+340.0k
TRUSTMARK BANK TRUST DEPARTMENT Added +286,551+286.6k
Mirae Asset Global Investments Co., Ltd. Added +271,158+271.2k

Biggest sellers

Main Management Fund Advisors LLC Reduced -2,296,549-2.3m
Cerity Partners LLC Reduced -453,398-453.4k
Amplius Wealth Advisors, LLC Reduced -309,704-309.7k
EVOKE WEALTH, LLC Sold out -306,484-306.5k
Kestra Investment Management, LLC Reduced -296,471-296.5k
JSF Financial, LLC Sold out -142,972-143.0k
Portfolio Design Labs, LLC Sold out -121,334-121.3k
Ascent Group, LLC Sold out -100,281-100.3k
Ethos Capital Management, Inc. Reduced -95,725-95.7k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Reduced -69,224-69.2k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.07% of their portfolio New York, NY 44,245,08944.2m $4.5bn $4.5bn 0.07% Added +2.0m +1,966,021
2 Betterment LLC 0.79% of their portfolio NEW YORK, NY 4,553,8164.6m $465.2m $465.2m 0.79% Added +66.2k +66,236
3 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 4,133,4084.1m $422.3m $422.3m 0.09% Added +1.0m +1,009,739
4 Modera Wealth Management, LLC 2.78% of their portfolio WESTWOOD, NJ 2,554,9312.6m $261.0m $261.0m 2.78% Added +112.1k +112,077
5 RITHOLTZ WEALTH MANAGEMENT 3.84% of their portfolio NEW YORK, NY 2,522,6122.5m $257.7m $257.7m 3.84% Added +112.8k +112,809
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,250,1382.3m $229.9m $229.9m 0.01% Added +464.6k +464,579
7 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,995,8792.0m $203.9m $203.9m 0.05% Added +870.6k +870,609
8 COLDSTREAM CAPITAL MANAGEMENT INC 2.38% of their portfolio BELLEVUE, WA 1,860,2881.9m $190.0m $190.0m 2.38% Added +407.0k +407,033
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,553,0791.6m $158.7m $158.7m 0.01% Added +219.7k +219,681
10 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4.95% of their portfolio Altamonte Springs, FL 1,511,1941.5m $154.4m $154.4m 4.95% Reduced -49.0k -49,006
11 Cetera Investment Advisers 0.13% of their portfolio SCHAUMBURG, IL 1,437,4351.4m $146.8m $146.8m 0.13% Added +983.8k +983,807
12 Wealthcare Advisory Partners LLC 2.56% of their portfolio WEST CHESTER, PA 1,322,7331.3m $135.1m $135.1m 2.56% Added +113.4k +113,391
13 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.58% of their portfolio Stamford, CT 1,213,7311.2m $124.0m $124.0m 0.58% Added +50.4k +50,447
14 Farther Finance Advisors, LLC 0.89% of their portfolio SAN FRANCISCO, CA 1,118,4911.1m $114.3m $114.3m 0.89% Added +172.3k +172,279
15 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,108,8551.1m $113.2m $113.2m 0.02% Added +135.5k +135,537
16 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,086,6811.1m $111.1m $111.1m 0.01% Added +144.0k +144,020
17 PARTNERS CAPITAL INVESTMENT GROUP, LLP 3.66% of their portfolio BOSTON, MA 1,014,9651.0m $103.7m $103.7m 3.66% Added +31.1k +31,120
18 SCS Capital Management LLC 0.96% of their portfolio BOSTON, MA 989,768989.8k $101.1m $101.1m 0.96% Added +21.8k +21,774
19 FLPUTNAM INVESTMENT MANAGEMENT CO 1.17% of their portfolio PORTLAND, ME 964,676964.7k $98.6m $98.6m 1.17% Added +29.2k +29,250
20 WEALTHCARE CAPITAL MANAGEMENT LLC 9.10% of their portfolio RICHMOND, VA 938,761938.8k $95.9m $95.9m 9.10% Added +21.2k +21,225
21 Tortoise Investment Management, LLC 6.86% of their portfolio WHITE PLAINS, NY 900,987901.0k $92.0m $92.0m 6.86% Added +60.8k +60,756
22 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 863,944863.9k $88.3m $88.3m 0.02% Added +91.4k +91,366
23 MERCER GLOBAL ADVISORS INC /ADV 0.11% of their portfolio DENVER, CO 860,000860.0k $87.9m $87.9m 0.11% Added +430.6k +430,616
24 Destination Wealth Management 2.02% of their portfolio Walnut Creek, CA 846,480846.5k $86.5m $86.5m 2.02% Added +20.8k +20,812
25 MASECO LLP 2.30% of their portfolio LONDON, X0 800,732800.7k $81.8m $81.8m 2.30% Added +25.9k +25,882
26 M. Kulyk & Associates, LLC 12.85% of their portfolio DECATUR, GA 771,097771.1k $78.8m $78.8m 12.85% Added +44.4k +44,417
27 Haverford Trust Co 0.64% of their portfolio Radnor, PA 728,697728.7k $74.4m $74.4m 0.64% Added +20.5k +20,467
28 Abacus Planning Group, Inc. 8.91% of their portfolio COLUMBIA, SC 705,445705.4k $72.1m $72.1m 8.91% Added +103.2k +103,157
29 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 665,185665.2k $68.0m $68.0m 0.00% Added +12.6k +12,572
30 Dynasty Wealth Management, LLC 0.50% of their portfolio ST. PETERSBURG, FL 664,407664.4k $67.9m $67.9m 0.50% Added +14.3k +14,311
31 Quotient Wealth Partners, LLC 1.57% of their portfolio DALLAS, TX 649,411649.4k $66.3m $66.3m 1.57% Added +15.4k +15,396
32 Kestra Investment Management, LLC 1.24% of their portfolio AUSTIN, TX 627,164627.2k $64.1m $64.1m 1.24% Reduced -296.5k -296,471
33 KEATING INVESTMENT COUNSELORS INC 17.50% of their portfolio DELRAY BEACH, FL 623,779623.8k $63.7m $63.7m 17.50% Reduced -13.6k -13,582
34 Beacon Pointe Advisors, LLC 0.29% of their portfolio NEWPORT BEACH, CA 617,519617.5k $63.1m $63.1m 0.29% Reduced -22.7k -22,724
35 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 614,427614.4k $62.8m $62.8m 0.01% Added +48.7k +48,691
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 595,739595.7k $60.9m $60.9m 0.03% Added +114.3k +114,302
37 3EDGE Asset Management, LP 2.49% of their portfolio Naples, FL 546,891546.9k $55.9m $55.9m 2.49% Added +18.3k +18,278
38 MARTIN & CO INC /TN/ 8.58% of their portfolio Knoxville, TN 537,540537.5k $54.9m $54.9m 8.58% Unchanged
39 FMR LLC 0.00% of their portfolio BOSTON, MA 527,294527.3k $53.9m $53.9m 0.00% Reduced -112 -112
40 Empowered Funds, LLC 0.27% of their portfolio NEWTOWN SQUARE, PA 512,062512.1k $51.7m $51.7m 0.27% Added +4.1k +4,061
41 AlTi Global, Inc. 1.06% of their portfolio NEW YORK, NY 502,009502.0k $51.3m $51.3m 1.06% Reduced -3.3k -3,337
42 MAI Capital Management 0.19% of their portfolio INDEPENDENCE, OH 494,193494.2k $50.5m $50.5m 0.19% Added +258.7k +258,687
43 GOULD ASSET MANAGEMENT LLC /CA/ 7.60% of their portfolio CLAREMONT, CA 472,277472.3k $48.2m $48.2m 7.60% Added +2.6k +2,555
44 NewEdge Advisors, LLC 0.14% of their portfolio NEW ORLEANS, LA 470,685470.7k $48.1m $48.1m 0.14% Added +185.0k +185,013
45 LVW Advisors, LLC 3.81% of their portfolio PITTSFORD, NY 431,464431.5k $44.1m $44.1m 3.81% Added +12.8k +12,818
46 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 425,482425.5k $43.5m $43.5m 0.05% Added +251.8k +251,840
47 SIGMA INVESTMENT COUNSELORS INC 2.08% of their portfolio NORTHVILLE, MI 416,939416.9k $42.6m $42.6m 2.08% Added +9.6k +9,614
48 ALTFEST L J & CO INC 3.98% of their portfolio NEW YORK, NY 401,268401.3k $41.0m $41.0m 3.98% Added +9.7k +9,687
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 369,657369.7k $37.8m $37.8m 0.00% Added +52.4k +52,354
50 Austin Asset Management Co Inc 5.08% of their portfolio AUSTIN, TX 356,912356.9k $36.5m $36.5m 5.08% Added +46.4k +46,362
51 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 340,403340.4k $34.8m $34.8m 0.01% Added +108.7k +108,738
52 Alpine Bank Wealth Management 4.46% of their portfolio GRAND JUNCTION, CO 339,975340.0k $34.7m $34.7m 4.46% New
53 CENTRAL TRUST Co 0.61% of their portfolio JEFFERSON CITY, MO 328,813328.8k $33.6m $33.6m 0.61% Reduced -19.4k -19,402
54 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 326,147326.1k $33.3m $33.3m 0.11% Added +249.6k +249,583
55 Kelman-Lazarov, Inc. 4.29% of their portfolio MEMPHIS, TN 320,695320.7k $32.8m $32.8m 4.29% Added +9.2k +9,224
56 Mirae Asset Global Investments Co., Ltd. 0.06% of their portfolio SEOUL, M5 315,658315.7k $32.2m $32.2m 0.06% Added +271.2k +271,158
57 SYON CAPITAL LLC 1.40% of their portfolio SAN FRANCISCO, CA 315,195315.2k $32.2m $32.2m 1.40% Added +89.2k +89,231
58 AMJ Financial Wealth Management 7.72% of their portfolio LEESBURG, VA 314,997315.0k $32.6m $32.6m 7.72% Unchanged
59 UBS Group AG 0.01% of their portfolio ZURICH, V8 313,586313.6k $32.0m $32.0m 0.01% Added +41.2k +41,233
60 World Investment Advisors 0.53% of their portfolio LINCROFT, NJ 309,836309.8k $32.0m $32.0m 0.53% Added +1.3k +1,260
61 Prime Capital Investment Advisors, LLC 0.31% of their portfolio OVERLAND PARK, KS 308,643308.6k $31.5m $31.5m 0.31% Added +6.0k +5,999
62 Opus Capital Group, LLC 2.90% of their portfolio CINCINNATI, OH 292,799292.8k $29.9m $29.9m 2.90% Added +24.2k +24,229
63 Modern Wealth Management, LLC 0.35% of their portfolio KANSAS CITY, MO 290,562290.6k $29.7m $29.7m 0.35% Reduced -61.1k -61,117
64 TRUSTMARK BANK TRUST DEPARTMENT 1.76% of their portfolio JACKSON, MS 288,636288.6k $29.5m $29.5m 1.76% Added +286.6k +286,551
65 Integrated Wealth Concepts LLC 0.14% of their portfolio WALTHAM, MA 286,542286.5k $29.3m $29.3m 0.14% Added +74.3k +74,330
66 Savant Capital, LLC 0.08% of their portfolio ROCKFORD, IL 271,584271.6k $27.5m $27.5m 0.08% Added +194.2k +194,224
67 AE Wealth Management LLC 0.13% of their portfolio TOPEKA, KS 268,853268.9k $27.5m $27.5m 0.13% Added +64.8k +64,830
68 SUMMITRY LLC 0.90% of their portfolio Foster City, CA 268,602268.6k $27.4m $27.4m 0.90% Reduced -66.5k -66,484
69 DDFG, Inc 5.44% of their portfolio THOUSAND OAKS, CA 268,165268.2k $27.4m $27.4m 5.44% Added +76.2k +76,150
70 Seneca Financial Advisors LLC 6.97% of their portfolio ROCHESTER, NY 262,884262.9k $26.9m $26.9m 6.97% Added +14.2k +14,221
71 Capital Advantage, Inc. 3.23% of their portfolio Walnut Creek, CA 258,789258.8k $26.4m $26.4m 3.23% New
72 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 257,510257.5k $26.3m $26.3m 0.05% Added +111.4k +111,367
73 ROCKLAND TRUST CO 1.01% of their portfolio HANOVER, MA 252,016252.0k $25.7m $25.7m 1.01% Added +15.9k +15,881
74 ProVise Management Group, LLC 1.72% of their portfolio CLEARWATER, FL 251,467251.5k $25.7m $25.7m 1.72% Added +14.1k +14,147
75 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 248,228248.2k $25.4m $25.4m 0.02% Reduced -10.7k -10,665
76 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 243,750243.8k $24.9m $24.9m 0.01% Reduced -31.1k -31,074
77 Walker Financial Services, Inc. 7.64% of their portfolio BOWLING GREEN, KY 241,916241.9k $24.7m $24.7m 7.64% Added +26.9k +26,868
78 Astoria Strategic Wealth, Inc. 5.48% of their portfolio NEW BRAUNFELS, TX 234,927234.9k $24.0m $24.0m 5.48% New
79 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 230,807230.8k $23.6m $23.6m 0.03% Reduced -25.8k -25,754
80 NorthCoast Asset Management LLC 0.52% of their portfolio STAMFORD, CT 230,741230.7k $23.6m $23.6m 0.52% Added +62.3k +62,314
81 Stordahl Capital Management, Inc. 4.25% of their portfolio GREENWOOD VILLAGE, CO 226,904226.9k $23.2m $23.2m 4.25% Added +14.9k +14,931
82 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 216,268216.3k $17.4m $17.4m 0.03% Added +35.8k +35,819
83 Pure Financial Advisors, LLC 0.28% of their portfolio SAN DIEGO, CA 212,089212.1k $21.7m $21.7m 0.28% Added +1.1k +1,106
84 NorthRock Partners, LLC 0.31% of their portfolio MINNEAPOLIS, MN 212,088212.1k $21.7m $21.7m 0.31% Reduced -15.8k -15,788
85 SoundView Advisors Inc. 6.98% of their portfolio OLYMPIA, WA 209,701209.7k $21.4m $21.4m 6.98% Reduced -8.7k -8,738
86 Parcion Private Wealth LLC 1.18% of their portfolio BELLEVUE, WA 208,243208.2k $21.3m $21.3m 1.18% Added +18.1k +18,134
87 Estate Counselors, LLC 1.80% of their portfolio Thiensville, WI 205,090205.1k $21.0m $21.0m 1.80% Added +146.6k +146,565
88 Amplius Wealth Advisors, LLC 1.50% of their portfolio BLUE BELL, PA 200,597200.6k $20.5m $20.5m 1.50% Reduced -309.7k -309,704
89 ARKANSAS FINANCIAL GROUP, INC. 2.64% of their portfolio LITTLE ROCK, AR 198,408198.4k $20.3m $20.3m 2.64% Added +4.0k +3,953
90 Alesco Advisors, LLC, An ESL Co 0.46% of their portfolio Pittsford, NY 194,533194.5k $19.9m $19.9m 0.46% Added +88.9k +88,904
91 Ancora Advisors LLC 0.38% of their portfolio Cleveland, OH 193,971194.0k $19.8m $19.8m 0.38% Added +12.4k +12,405
92 Portland Global Advisors LLC 1.87% of their portfolio PORTLAND, ME 192,435192.4k $19.7m $19.7m 1.87% Added +2.0k +1,981
93 Deane Retirement Strategies, Inc. 8.26% of their portfolio NEW ORLEANS, LA 190,880190.9k $19.5m $19.5m 8.26% Reduced -7.2k -7,196
94 Financial Gravity Companies, Inc. 3.12% of their portfolio Lakeway, TX 188,071188.1k $19.2m $19.2m 3.12% First filing
95 Insight Wealth Strategies, LLC 1.82% of their portfolio SAN RAMON, CA 184,565184.6k $18.7m $18.7m 1.82% Added +66.0k +66,021
96 Main Management Fund Advisors LLC 1.33% of their portfolio SAN FRANCISCO, CA 184,051184.1k $18.8m $18.8m 1.33% Reduced -2.3m -2,296,549
97 Stadion Money Management, LLC 1.58% of their portfolio WATKINSVILLE, GA 180,704180.7k $18.3m $18.3m 1.58% Added +2.3k +2,274
98 KWMG, LLC 1.33% of their portfolio OVERLAND PARK, KS 180,141180.1k $18.4m $18.4m 1.33% Added +6.2k +6,182
99 BIP Wealth, LLC 0.52% of their portfolio ATLANTA, GA 178,686178.7k $18.3m $18.3m 0.52% Added +24.1k +24,129
100 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 175,966176.0k $17.8m $17.8m 0.02% Reduced -453.4k -453,398