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

iShares 0-5 Year TIPS Bond ETF logo
$102.52 +0.06 (+0.06%)
As of 05/20/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Number of
Institutional Buyers
(last 12 months)
450
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
309
Total
Institutional Outflows
(last 12 months)
$697.80M
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STIP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe Asset Management LLC20,481$2.12M0.1%-27.6%0.018%
5/20/2025 Focus Partners Wealth28,792$2.98M0.0%-5.6%0.025%
5/20/2025Integrity Alliance LLC.3,311$343K0.0%N/A0.003%
5/19/2025 Jane Street Group LLC195,518$20.23M0.0%N/A0.169%
5/19/2025 SCS Capital Management LLC495,768$51.30M0.7%+64.2%0.428%
5/16/2025 Empowered Funds LLC259,050$26.78M0.4%+1.9%0.223%
5/16/2025 Ascent Group LLC5,872$608K0.0%+13.6%0.005%
5/16/2025 Arete Wealth Advisors LLC19,471$2.02M0.1%-6.3%0.017%
5/16/2025 Bell Investment Advisors Inc21,368$2.21M0.4%+3.6%0.018%
5/16/2025 Ashton Thomas Private Wealth LLC47,813$4.95M0.2%-2.7%0.041%
5/16/2025 Goldman Sachs Group Inc.47,257$4.89M0.0%-31.7%0.041%
5/16/2025 Cape Investment Advisory Inc.354$37K0.0%+35,300.0%0.000%
5/16/2025 Jones Financial Companies Lllp37,036$3.92M0.0%+114.1%0.032%
5/16/2025 Talon Private Wealth LLC149,344$15.40M2.1%-7.7%0.129%
5/16/2025 NewEdge Advisors LLC100,698$10.42M0.1%+143.2%0.087%
5/16/2025 Integrated Wealth Concepts LLC337,481$34.92M0.4%+14.3%0.291%
5/16/2025 Greenline Partners LLC118,892$12.30M1.8%-45.0%0.103%
5/16/2025 AlTi Global Inc.579,377$59.95M1.6%-11.1%0.500%
5/16/2025 Algorithmic Investment Models LLC33,526$3.47M2.6%+20.4%0.029%
5/16/2025 Ancora Advisors LLC166,056$17.18M0.4%+3.7%0.143%
5/15/2025 EP Wealth Advisors LLC5,639$583K0.0%-40.6%0.005%
5/15/2025 Focus Partners Advisor Solutions LLC13,315$1.38M0.0%+20.6%0.011%
5/15/2025 One Wealth Capital Management LLC2,041$211K0.1%N/A0.002%
5/15/2025 Flputnam Investment Management Co.740,606$76.63M1.4%+4.9%0.639%
5/15/2025 Royal Bank of Canada223,220$23.10M0.0%+21.9%0.193%
5/15/2025 MAI Capital Management229,708$23.77M0.2%+3.8%0.198%
5/15/2025 Ewing Morris & Co. Investment Partners Ltd.23,347$2.42M0.9%+124.8%0.020%
5/15/2025 Certior Financial Group LLC27,700$2.87M2.3%-2.8%0.024%
5/15/2025 Baird Financial Group Inc.61,593$6.37M0.0%+7.7%0.053%
5/15/2025 Tortoise Investment Management LLC492,944$51.01M5.3%+6.5%0.425%
5/15/2025 D L Carlson Investment Group Inc.36,510$3.78M0.7%+1,018.2%0.031%
5/14/2025 Guggenheim Capital LLC133,256$13.79M0.1%+0.6%0.115%
5/14/2025 BWM Planning LLC2,285$236K0.1%-4.1%0.002%
5/14/2025 CreativeOne Wealth LLC35,296$3.65M0.1%+15.5%0.030%
5/14/2025 Quadcap Wealth Management LLC61,618$6.38M0.9%+19.4%0.053%
5/14/2025 Potomac Fund Management Inc. ADV5,209$535K0.5%-13.6%0.004%
5/14/2025 Jane Street Group LLC195,518$20.23M0.0%N/A0.169%
5/14/2025 Comerica Bank8,347$864K0.0%+19.6%0.007%
5/14/2025 Freedom Investment Management Inc.9,678$1.00M0.1%+13.7%0.008%
5/14/2025 Synovus Financial Corp4,579$474K0.0%-26.1%0.004%
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5/14/2025 SVB Wealth LLC2,455$254K0.0%-20.7%0.002%
5/14/2025 Smartleaf Asset Management LLC394$41K0.0%+7,780.0%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.136,055$14.08M0.0%+220.6%0.117%
5/14/2025 Haverford Trust Co610,484$63.17M0.6%+3.0%0.527%
5/14/2025 Kestra Advisory Services LLC34,158$3.53M0.0%-24.6%0.029%
5/14/2025 Ameriprise Financial Inc.585,501$60.58M0.0%+11.4%0.505%
5/14/2025 Summit Financial LLC6,048$626K0.0%+16.9%0.005%
5/14/2025 Estate Counselors LLC87,915$9.10M0.9%N/A0.076%
5/14/2025 United Asset Strategies Inc.6,405$663K0.1%-18.0%0.006%
5/14/2025 Partners Capital Investment Group LLP994,985$102.95M1.7%+51.9%0.858%
5/14/2025 Elevate Wealth Advisory Inc.79,332$8.21M5.8%+4.1%0.068%
5/14/2025 VanderPol Investments L.L.C.13,069$1.35M2.9%+3.0%0.011%
5/14/2025 Joseph P. Lucia & Associates LLC8,983$929K0.4%-1.1%0.008%
5/14/2025 Capital Analysts LLC1,631$169K0.0%+24.0%0.001%
5/13/2025 Aptus Capital Advisors LLC71,503$7.40M0.1%+63.0%0.062%
5/13/2025 CacheTech Inc.3,766$390K0.1%+2.8%0.003%
5/13/2025 Cascade Financial Partners LLC55,241$5.72M0.7%+48.3%0.048%
5/13/2025 Ethos Financial Group LLC81,943$8.24M0.8%+0.3%0.071%
5/13/2025 Adams Wealth Management3,766$390K0.1%+2.8%0.003%
5/13/2025 Raymond James Financial Inc.488,546$50.55M0.0%+21.5%0.421%
5/13/2025 Cresset Asset Management LLC12,764$1.32M0.0%+4.5%0.011%
5/13/2025 Alliance Wealth Advisors LLC UT43,321$4.48M1.2%+11.6%0.037%
5/13/2025 Gen Wealth Partners Inc532$55K0.0%N/A0.000%
5/13/2025 Nations Financial Group Inc. IA ADV35,158$3.64M0.3%+10.5%0.030%
5/13/2025 High Falls Advisors Inc2,183$226K0.1%N/A0.002%
5/13/2025 Kovitz Investment Group Partners LLC16,847$1.74M0.0%N/A0.015%
5/13/2025 Vestmark Advisory Solutions Inc.5,048$522K0.0%N/A0.004%
5/13/2025 American Money Management LLC124,657$12.90M2.4%+4.1%0.108%
5/13/2025 Heck Capital Advisors LLC24,534$2.54M0.3%-2.8%0.021%
5/13/2025 Financial Network Wealth Advisors LLC6,285$650K0.9%+219.8%0.005%
5/13/2025 NFP Retirement Inc.16,904$1.75M0.1%-2.1%0.015%
5/13/2025 Brooklyn FI LLC22,754$2.35M0.7%+18.7%0.020%
5/13/2025 Rathbones Group PLC8,812$912K0.0%+133.0%0.008%
5/13/2025 Stone House Investment Management LLC518$54K0.0%N/A0.000%
5/13/2025 HighTower Advisors LLC203,272$21.03M0.0%+3.4%0.175%
5/13/2025 Elevation Capital Advisory LLC4,277$443K0.2%N/A0.004%
5/13/2025 Peak Financial Management Inc.24,648$2.55M0.8%+1.0%0.021%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,437$764K0.1%-28.1%0.006%
5/12/2025 Blueprint Financial Advisors LLC50,022$5.18M2.8%N/A0.043%
5/12/2025 Meridian Wealth Management LLC4,107$425K0.0%-4.0%0.004%
5/12/2025 Blueprint Investment Partners LLC147,365$15.25M2.8%N/A0.127%
5/12/2025 Atlas Capital Advisors Inc.5,839$604K0.1%-3.4%0.005%
5/12/2025 Townsquare Capital LLC185,852$19.23M0.2%+3.4%0.160%
5/12/2025 Savvy Advisors Inc.5,818$602K0.1%+3.1%0.005%
5/12/2025 LaSalle St. Investment Advisors LLC8,905$921K0.2%-1.5%0.008%
5/12/2025 AlphaCore Capital LLC2,098$217K0.0%N/A0.002%
5/12/2025 Alesco Advisors LLC101,179$10.47M0.3%-2.9%0.087%
5/9/2025 Altfest L J & Co. Inc.32,796$3.39M0.4%-85.1%0.029%
5/9/2025 Chicago Partners Investment Group LLC18,327$1.88M0.1%+9.0%0.016%
5/9/2025 Roberts Glore & Co. Inc. IL10,577$1.09M0.3%+28.4%0.009%
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5/9/2025 Tidemark LLC11,925$1.23M0.5%-3.9%0.010%
5/9/2025 WealthShield Partners LLC2,626$272K0.0%N/A0.002%
5/9/2025 Exencial Wealth Advisors LLC112,994$11.69M0.4%+12.1%0.099%
5/9/2025 SoundView Advisors Inc.170,225$17.61M7.3%+2.2%0.149%
5/9/2025 Wealthspire Advisors LLC4,605$476K0.0%N/A0.004%
5/9/2025 Topel & Distasi Wealth Management LLC3,862$400K0.2%-40.2%0.003%
5/9/2025 Atria Wealth Solutions Inc.54,396$5.63M0.1%+18.7%0.048%
5/9/2025 Aquire Wealth Advisors LLC6,579$681K0.2%-40.2%0.006%
5/9/2025 Cary Street Partners Financial LLC3,021$313K0.0%-17.2%0.003%
5/9/2025 Advyzon Investment Management LLC3,297$341K0.1%-6.9%0.003%
(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, 768 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 STIP's institutional investors.

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

Of the 624 institutional investors that purchased iShares 0-5 Year TIPS Bond ETF 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), Empower Advisory Group LLC ($2.65M), Financial Gravity Asset Management Inc. ($1.78M), Dynasty Wealth Management LLC ($1.39M), Brooklyn FI LLC ($1.22M), and Raymond James Financial Inc. ($890.57K).

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

Institutional investors have bought a total of 44,655,068 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

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

Of the 496 institutional investors that sold iShares 0-5 Year TIPS Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($8.14M), Empower Advisory Group LLC ($2.68M), Ameriprise Financial Inc. ($2.29M), Norden Group LLC ($2.21M), Financial Gravity Asset Management Inc. ($1.54M), 3EDGE Asset Management LP ($855.52K), and Envestnet Asset Management Inc. ($646.91K).

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

Institutional investors have sold a total of 34,012,088 shares in the last 24 months. This volume of shares sold represents approximately $3.35B in transactions.



This page (NYSEARCA:STIP) was last updated on 5/21/2025 by MarketBeat.com Staff
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