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

iShares 0-5 Year TIPS Bond ETF logo
$102.51 0.00 (0.00%)
As of 09:53 AM 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)
449
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$698.51M
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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
6/27/2025Goldman Sachs Group Inc.47,257$4.89M0.0%-31.7%0.038%
6/2/2025Modern Wealth Management LLC622,991$64.46M2.1%-2.3%0.508%
5/29/2025Wilshire Advisors LLC356,127$36.85M12.9%+17.1%0.307%
5/22/2025WBI Investments LLC2,012$208K0.1%-86.5%0.002%
5/21/2025Geneos Wealth Management Inc.4,968$514K0.0%+97.4%0.004%
5/20/2025Belpointe Asset Management LLC20,481$2.12M0.1%-27.6%0.018%
5/20/2025Focus Partners Wealth28,792$2.98M0.0%-5.6%0.025%
5/20/2025Integrity Alliance LLC.3,311$343K0.0%N/A0.003%
5/19/2025Jane Street Group LLC195,518$20.23M0.0%N/A0.169%
5/19/2025SCS Capital Management LLC495,768$51.30M0.7%+64.2%0.428%
5/16/2025Empowered Funds LLC259,050$26.78M0.4%+1.9%0.223%
5/16/2025Ascent Group LLC5,872$608K0.0%+13.6%0.005%
5/16/2025Arete Wealth Advisors LLC19,471$2.02M0.1%-6.3%0.017%
5/16/2025Bell Investment Advisors Inc21,368$2.21M0.4%+3.6%0.018%
5/16/2025Ashton Thomas Private Wealth LLC47,813$4.95M0.2%-2.7%0.041%
5/16/2025Goldman Sachs Group Inc.47,257$4.89M0.0%-31.7%0.041%
5/16/2025Cape Investment Advisory Inc.354$37K0.0%+35,300.0%0.000%
5/16/2025Jones Financial Companies Lllp37,036$3.92M0.0%+114.1%0.032%
5/16/2025Talon Private Wealth LLC149,344$15.40M2.1%-7.7%0.129%
5/16/2025NewEdge Advisors LLC100,698$10.42M0.1%+143.2%0.087%
5/16/2025Integrated Wealth Concepts LLC337,481$34.92M0.4%+14.3%0.291%
5/16/2025Greenline Partners LLC118,892$12.30M1.8%-45.0%0.103%
5/16/2025AlTi Global Inc.579,377$59.95M1.6%-11.1%0.500%
5/16/2025Algorithmic Investment Models LLC33,526$3.47M2.6%+20.4%0.029%
5/16/2025Ancora Advisors LLC166,056$17.18M0.4%+3.7%0.143%
5/15/2025EP Wealth Advisors LLC5,639$583K0.0%-40.6%0.005%
5/15/2025Focus Partners Advisor Solutions LLC13,315$1.38M0.0%+20.6%0.011%
5/15/2025One Wealth Capital Management LLC2,041$211K0.1%N/A0.002%
5/15/2025Flputnam Investment Management Co.740,606$76.63M1.4%+4.9%0.639%
5/15/2025Royal Bank of Canada223,220$23.10M0.0%+21.9%0.193%
5/15/2025MAI Capital Management229,708$23.77M0.2%+3.8%0.198%
5/15/2025Ewing Morris & Co. Investment Partners Ltd.23,347$2.42M0.9%+124.8%0.020%
5/15/2025Certior Financial Group LLC27,700$2.87M2.3%-2.8%0.024%
5/15/2025Baird Financial Group Inc.61,593$6.37M0.0%+7.7%0.053%
5/15/2025Tortoise Investment Management LLC492,944$51.01M5.3%+6.5%0.425%
5/15/2025D L Carlson Investment Group Inc.36,510$3.78M0.7%+1,018.2%0.031%
5/14/2025Guggenheim Capital LLC133,256$13.79M0.1%+0.6%0.115%
5/14/2025BWM Planning LLC2,285$236K0.1%-4.1%0.002%
5/14/2025CreativeOne Wealth LLC35,296$3.65M0.1%+15.5%0.030%
5/14/2025Quadcap Wealth Management LLC61,618$6.38M0.9%+19.4%0.053%
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5/14/2025Potomac Fund Management Inc. ADV5,209$535K0.5%-13.6%0.004%
5/14/2025Jane Street Group LLC195,518$20.23M0.0%N/A0.169%
5/14/2025Comerica Bank8,347$864K0.0%+19.6%0.007%
5/14/2025Freedom Investment Management Inc.9,678$1.00M0.1%+13.7%0.008%
5/14/2025Synovus Financial Corp4,579$474K0.0%-26.1%0.004%
5/14/2025SVB Wealth LLC2,455$254K0.0%-20.7%0.002%
5/14/2025Smartleaf Asset Management LLC394$41K0.0%+7,780.0%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.136,055$14.08M0.0%+220.6%0.117%
5/14/2025Haverford Trust Co610,484$63.17M0.6%+3.0%0.527%
5/14/2025Kestra Advisory Services LLC34,158$3.53M0.0%-24.6%0.029%
5/14/2025Ameriprise Financial Inc.585,501$60.58M0.0%+11.4%0.505%
5/14/2025Summit Financial LLC6,048$626K0.0%+16.9%0.005%
5/14/2025Estate Counselors LLC87,915$9.10M0.9%N/A0.076%
5/14/2025United Asset Strategies Inc.6,405$663K0.1%-18.0%0.006%
5/14/2025Partners Capital Investment Group LLP994,985$102.95M1.7%+51.9%0.858%
5/14/2025Elevate Wealth Advisory Inc.79,332$8.21M5.8%+4.1%0.068%
5/14/2025VanderPol Investments L.L.C.13,069$1.35M2.9%+3.0%0.011%
5/14/2025Joseph P. Lucia & Associates LLC8,983$929K0.4%-1.1%0.008%
5/14/2025Capital Analysts LLC1,631$169K0.0%+24.0%0.001%
5/13/2025Aptus Capital Advisors LLC71,503$7.40M0.1%+63.0%0.062%
5/13/2025CacheTech Inc.3,766$390K0.1%+2.8%0.003%
5/13/2025Cascade Financial Partners LLC55,241$5.72M0.7%+48.3%0.048%
5/13/2025Ethos Financial Group LLC81,943$8.24M0.8%+0.3%0.071%
5/13/2025Adams Wealth Management3,766$390K0.1%+2.8%0.003%
5/13/2025Raymond James Financial Inc.488,546$50.55M0.0%+21.5%0.421%
5/13/2025Cresset Asset Management LLC12,764$1.32M0.0%+4.5%0.011%
5/13/2025Alliance Wealth Advisors LLC UT43,321$4.48M1.2%+11.6%0.037%
5/13/2025Gen Wealth Partners Inc532$55K0.0%N/A0.000%
5/13/2025Nations Financial Group Inc. IA ADV35,158$3.64M0.3%+10.5%0.030%
5/13/2025High Falls Advisors Inc2,183$226K0.1%N/A0.002%
5/13/2025Kovitz Investment Group Partners LLC16,847$1.74M0.0%N/A0.015%
5/13/2025Vestmark Advisory Solutions Inc.5,048$522K0.0%N/A0.004%
5/13/2025American Money Management LLC124,657$12.90M2.4%+4.1%0.108%
5/13/2025Heck Capital Advisors LLC24,534$2.54M0.3%-2.8%0.021%
5/13/2025Financial Network Wealth Advisors LLC6,285$650K0.9%+219.8%0.005%
5/13/2025NFP Retirement Inc.16,904$1.75M0.1%-2.1%0.015%
5/13/2025Brooklyn FI LLC22,754$2.35M0.7%+18.7%0.020%
5/13/2025Rathbones Group PLC8,812$912K0.0%+133.0%0.008%
5/13/2025Stone House Investment Management LLC518$54K0.0%N/A0.000%
5/13/2025HighTower Advisors LLC203,272$21.03M0.0%+3.4%0.175%
5/13/2025Elevation Capital Advisory LLC4,277$443K0.2%N/A0.004%
5/13/2025Peak Financial Management Inc.24,648$2.55M0.8%+1.0%0.021%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,437$764K0.1%-28.1%0.006%
5/12/2025Blueprint Financial Advisors LLC50,022$5.18M2.8%N/A0.043%
5/12/2025Meridian Wealth Management LLC4,107$425K0.0%-4.0%0.004%
5/12/2025Blueprint Investment Partners LLC147,365$15.25M2.8%N/A0.127%
5/12/2025Atlas Capital Advisors Inc.5,839$604K0.1%-3.4%0.005%
5/12/2025Townsquare Capital LLC185,852$19.23M0.2%+3.4%0.160%
5/12/2025Savvy Advisors Inc.5,818$602K0.1%+3.1%0.005%
5/12/2025LaSalle St. Investment Advisors LLC8,905$921K0.2%-1.5%0.008%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/12/2025AlphaCore Capital LLC2,098$217K0.0%N/A0.002%
5/12/2025Alesco Advisors LLC101,179$10.47M0.3%-2.9%0.087%
5/9/2025Altfest L J & Co. Inc.32,796$3.39M0.4%-85.1%0.029%
5/9/2025Chicago Partners Investment Group LLC18,327$1.88M0.1%+9.0%0.016%
5/9/2025Roberts Glore & Co. Inc. IL10,577$1.09M0.3%+28.4%0.009%
5/9/2025Tidemark LLC11,925$1.23M0.5%-3.9%0.010%
5/9/2025WealthShield Partners LLC2,626$272K0.0%N/A0.002%
5/9/2025Exencial Wealth Advisors LLC112,994$11.69M0.4%+12.1%0.099%
5/9/2025SoundView Advisors Inc.170,225$17.61M7.3%+2.2%0.149%
5/9/2025Wealthspire Advisors LLC4,605$476K0.0%N/A0.004%
(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, 767 institutional investors and hedge funds held shares of iShares 0-5 Year TIPS Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($411.24M), FMR LLC ($332.87M), Tiedemann Advisors LLC ($229.55M), Modera Wealth Management LLC ($202.54M), Ritholtz Wealth Management ($183.91M), LPL Financial LLC ($166.04M), and Bank of America Corp DE ($121.32M).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 621 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), Portside Wealth Group LLC ($2.74M), Financial Gravity Asset Management Inc. ($1.78M), Dynasty Wealth Management LLC ($1.39M), Brooklyn FI LLC ($1.22M), Raymond James Financial Inc. ($890.57K), and Assetmark Inc. ($859.73K).

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

Institutional investors have bought a total of 17,271,732 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

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

Of the 307 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: Envestnet Asset Management Inc. ($529.77K), Modern Wealth Management LLC ($431.92K), Partners Capital Investment Group LLP ($303.94K), AlTi Global Inc. ($237.58K), Miracle Mile Advisors LLC ($228.46K), First Command Advisory Services Inc. ($227.63K), and Strategic Wealth Investment Group LLC ($194.92K).

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

Institutional investors have sold a total of 6,917,814 shares in the last 24 months. This volume of shares sold represents approximately $698.51M in transactions.


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This page (NYSEARCA:STIP) was last updated on 7/1/2025 by MarketBeat.com Staff
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