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iShares 0-5 Year TIPS Bond ETF (STIP) Institutional Ownership

iShares 0-5 Year TIPS Bond ETF logo
$103.39 -0.04 (-0.04%)
As of 12:12 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Number of
Institutional Buyers
(last 12 months)
574
Total
Institutional Inflows
(last 12 months)
$2.76B
Number of
Institutional Sellers
(last 12 months)
304
Total
Institutional Outflows
(last 12 months)
$555.16M
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STIP Institutional Buying and Selling by Quarter

iShares 0-5 Year TIPS Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025Private Trust Co. NA12,401$1.28M0.1%+17.1%0.010%
10/15/2025Friedenthal Financial50,823$5.25M2.7%+8.0%0.040%
10/15/2025Successful Portfolios LLC15,936$1.65M1.0%+4.5%0.013%
10/15/2025MJT & Associates Financial Advisory Group Inc.66,710$6.90M5.6%+541.7%0.053%
10/15/2025Integris Wealth Management LLC66,562$6.88M1.7%+2.6%0.052%
10/14/2025Apeiron RIA LLC4,814$497K0.1%+58.7%0.004%
10/14/2025Trust Co. of Vermont306$32K0.0%N/A0.000%
10/14/2025Matrix Trust Co14,717$1.52M0.2%-10.7%0.012%
10/14/2025Deane Retirement Strategies Inc.167,996$17.36M7.5%+39.4%0.132%
10/14/2025Prism Advisors Inc.2,592$268K0.1%+13.7%0.002%
10/14/2025Farther Finance Advisors LLC444,538$45.95M0.7%+113.7%0.350%
10/14/202521 West Wealth Management LLC16,627$1.72M1.6%+6.5%0.013%
10/14/2025Parcion Private Wealth LLC184,583$19.08M1.2%+0.2%0.145%
10/14/2025Security Financial Services INC.4,628$478K0.1%-54.6%0.004%
10/14/2025HBK Sorce Advisory LLC7,490$773K0.0%N/A0.006%
10/14/2025LongView Wealth Management24,679$2.55M0.7%+138.2%0.019%
10/14/2025Prairiewood Capital LLC3,319$343K0.1%-7.4%0.003%
10/14/2025Mendota Financial Group LLC14,139$1.46M1.1%+17.3%0.011%
10/14/2025Northwest Wealth Management LLC6,811$704K0.1%-3.5%0.005%
10/14/2025Spartan Planning & Wealth Management25,050$2.59M2.0%-48.1%0.020%
10/14/2025Lake Hills Wealth Management LLC55,246$5.71M3.0%+2.3%0.044%
10/10/2025 First Bank & Trust2,144$222K0.0%N/A0.002%
10/10/2025 Fifth Third Securities Inc.49,361$5.10M0.3%+1.5%0.039%
10/10/2025 Sound Income Strategies LLC516$53K0.0%+129.3%0.000%
10/10/2025 Flputnam Investment Management Co.862,244$89.12M1.3%+6.6%0.679%
10/10/2025 Sharkey Howes & Javer27,907$2.88M0.4%+21.8%0.022%
10/10/2025 Selective Wealth Management Inc.6,906$713K0.2%-8.9%0.005%
10/10/2025 Quotient Wealth Partners LLC984,113$101.72M2.8%+6.0%0.775%
10/10/2025 Focus Financial Network Inc.11,559$1.20M0.0%+8.9%0.009%
10/10/2025 Signal Advisors Wealth LLC15,746$1.63M0.1%-57.7%0.012%
10/9/2025 CGN Advisors LLC19,703$2.04M0.2%+40.9%0.016%
10/9/2025 AdvisorNet Financial Inc2,526$261K0.0%+11.8%0.002%
10/9/2025 Centurion Wealth Management LLC3,787$391K0.1%+6.0%0.003%
10/9/2025 Toth Financial Advisory Corp3,790$392K0.0%+8.3%0.003%
10/9/2025 Princeton Global Asset Management LLC8,210$849K0.1%-2.5%0.006%
10/9/2025 Bay Harbor Wealth Management LLC11,315$1.17M0.3%+2.0%0.009%
10/9/2025 Peak Financial Management Inc.22,008$2.28M0.6%-8.4%0.017%
10/9/2025 Affinity Capital Advisors LLC3,503$361K0.1%+20.3%0.003%
10/9/2025 Fermata Advisors LLC18,941$1.96M0.5%+4.4%0.015%
10/9/2025 Park Edge Advisors LLC122,916$12.71M2.9%+31.4%0.097%
10/8/2025 New Capital Management LP63,667$6.58M1.7%-2.3%0.050%
10/8/2025 RDA Financial Network12,708$1.31M0.3%-11.0%0.010%
10/8/2025 Firethorn Wealth Partners LLC3,473$359K0.1%N/A0.003%
10/8/2025 Pinnacle Wealth Management Group Inc.14,783$1.53M0.8%-1.3%0.012%
10/8/2025 Kwmg LLC163,848$16.94M1.5%+2.5%0.129%
10/8/2025 Chesley Taft & Associates LLC24,946$2.58M0.1%+6.7%0.020%
10/8/2025 Ignite Planners LLC24,760$2.56M0.4%-3.4%0.020%
10/8/2025 Balefire LLC16,841$1.74M0.3%+2.2%0.013%
10/8/2025 McNaughton Wealth Management LLC6,262$647K0.3%+28.2%0.005%
10/8/2025 Carr Financial Group Corp23,947$2.48M0.7%+64.6%0.019%
10/8/2025 Kure Advisory LLC54,970$5.68M3.5%+4.8%0.043%
10/7/2025 Montecito Bank & Trust24,730$2.56M0.4%N/A0.019%
10/7/2025 Walker Financial Services Inc.158,632$16.40M6.4%-5.7%0.125%
10/7/2025 Family Legacy Financial Solutions LLC47,347$4.89M3.8%+11.3%0.037%
10/7/2025 Canandaigua National Trust Co of Florida7,781$804K0.6%-2.6%0.006%
10/7/2025 Canandaigua National Bank & Trust Co.12,551$1.30M0.1%-2.0%0.010%
10/6/2025 Boltwood Capital Management9,500$982K0.3%+43.9%0.007%
10/6/2025 Strathmore Capital Advisors Inc.10,288$1.06M0.4%-6.4%0.008%
10/6/2025 Martin Capital Partners LLC33,345$3.45M1.3%-7.4%0.026%
10/1/2025 Vigilare Wealth Management55,504$5.74M2.0%-53.9%0.046%
9/26/2025Corient Private Wealth LLC143,428$14.76M0.0%-11.2%0.119%
9/25/2025CacheTech Inc.3,414$351K0.1%-9.3%0.003%
9/25/2025Adams Wealth Management3,414$351K0.1%-9.3%0.003%
9/15/2025Migdal Insurance & Financial Holdings Ltd.1,240$128K0.0%+93.8%0.001%
9/9/2025NWF Advisory Services Inc.29,614$3.05M0.4%N/A0.025%
9/4/2025Osaic Holdings Inc.321,093$33.13M0.1%+223.1%0.266%
8/29/2025Centaurus Financial Inc.6,140$632K0.0%-3.9%0.005%
8/27/2025Orion Porfolio Solutions LLC124,132$12.77M0.1%+25.1%0.103%
8/27/2025Seneca Financial Advisors LLC103,001$10.60M4.1%N/A0.085%
8/19/2025B. Riley Wealth Advisors Inc.61,008$6.28M0.3%N/A0.051%
8/19/2025Cape Investment Advisory Inc.904$93K0.0%+155.4%0.001%
8/19/2025Advisory Services Network LLC32,239$3.32M0.1%+52.6%0.027%
8/18/2025Geneos Wealth Management Inc.4,306$443K0.0%-13.3%0.004%
8/18/2025Kestra Investment Management LLC163,757$16.85M0.5%N/A0.136%
8/18/2025Cornerstone Financial Group LLC NE 48,281$4.97M4.2%+1.5%0.040%
8/15/2025High Falls Advisors Inc16,690$1.72M0.4%+664.5%0.014%
8/15/2025Blue Edge Capital LLC4,686$482K0.1%N/A0.004%
8/15/2025Semmax Financial Advisors Inc.421$43K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC143,428$14.76M0.0%-11.2%0.119%
8/15/2025Equitable Holdings Inc.53,786$5.54M0.0%+20.9%0.045%
8/15/2025Ewing Morris & Co. Investment Partners Ltd.22,050$2.27M1.0%-5.6%0.018%
8/15/2025Florida Financial Advisors LLC5,159$531K0.2%-2.5%0.004%
8/15/2025Chapman Financial Group LLC250$26K0.0%N/A0.000%
8/15/2025Captrust Financial Advisors18,498$1.90M0.0%-3.0%0.015%
8/15/2025WFA of San Diego LLC500$51K0.0%N/A0.000%
8/15/2025Two Sigma Securities LLC14,889$1.53M0.2%+110.3%0.012%
8/15/2025Tidal Investments LLC30,956$3.18M0.0%+13.3%0.026%
8/15/2025Smartleaf Asset Management LLC1,327$136K0.0%+236.8%0.001%
8/15/2025Snowden Capital Advisors LLC10,407$1.07M0.0%+20.8%0.009%
8/15/2025Redwood Investment Management LLC2,626$270K0.0%N/A0.002%
8/15/2025Orion Porfolio Solutions LLC173,866$17.89M0.1%+75.3%0.144%
8/15/2025MML Investors Services LLC272,321$28.03M0.1%+131.3%0.225%
8/15/2025McIlrath & Eck LLC52,536$5.41M0.6%+181,058.6%0.043%
8/15/2025Modern Wealth Management LLC613,930$63.18M1.6%-1.5%0.508%
8/15/2025IHT Wealth Management LLC7,337$755K0.0%+68.6%0.006%
8/15/2025EP Wealth Advisors LLC9,805$1.01M0.0%+73.9%0.008%
8/15/2025Engineers Gate Manager LP5,919$609K0.0%+36.2%0.005%
8/15/2025BNP Paribas Financial Markets16,834$1.73M0.0%N/A0.014%
8/15/2025BTG Pactual Asset Management US LLC39,174$4.05M0.4%+19.3%0.032%
8/15/2025Bank of America Corp DE1,615,034$166.20M0.0%+71.1%1.337%
(Data available from 1/1/2016 forward)

STIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STIP shares?

During the previous two years, 828 institutional investors and hedge funds held shares of iShares 0-5 Year TIPS Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($333.95M), FMR LLC ($332.87M), Modera Wealth Management LLC ($208.67M), Ritholtz Wealth Management ($208.36M), Bank of America Corp DE ($166.20M), LPL Financial LLC ($166.04M), and JPMorgan Chase & Co. ($158.84M).Learn more on iShares 0-5 Year TIPS Bond ETF's institutional investors.

Which institutional investors have been buying iShares 0-5 Year TIPS Bond ETF's stock?

Of the 705 institutional investors that purchased iShares 0-5 Year TIPS Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norden Group LLC ($9.49M), Envestnet Asset Management Inc. ($2.82M), Financial Gravity Asset Management Inc. ($1.78M), Dynasty Wealth Management LLC ($1.39M), Brooklyn FI LLC ($1.21M), Raymond James Financial Inc. ($1.01M), and Quotient Wealth Partners LLC ($933.48K).

How much institutional buying is happening at iShares 0-5 Year TIPS Bond ETF?

Institutional investors have bought a total of 26,999,947 shares in the last 24 months. This purchase volume represents approximately $2.76B in transactions.

Which of iShares 0-5 Year TIPS Bond ETF's major shareholders have been selling company stock?

Of the 303 institutional investors that sold iShares 0-5 Year TIPS Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Modern Wealth Management LLC ($440.98K), Partners Capital Investment Group LLP ($303.94K), Strategic Wealth Investment Group LLC ($194.92K), Altfest L J & Co. Inc. ($187.65K), Elm Partners Management LLC ($186.10K), Townsquare Capital LLC ($181.03K), and 3EDGE Asset Management LP ($168.05K).

How much institutional selling is happening at iShares 0-5 Year TIPS Bond ETF?

Institutional investors have sold a total of 5,458,121 shares in the last 24 months. This volume of shares sold represents approximately $555.16M in transactions.


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This page (NYSEARCA:STIP) was last updated on 10/15/2025 by MarketBeat.com Staff
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