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

iShares 0-5 Year TIPS Bond ETF logo
$103.53 -0.12 (-0.12%)
As of 04:10 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)
657
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
348
Total
Institutional Outflows
(last 12 months)
$820.90M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank of New York Mellon Corp158,604$16.40M0.0%+19.2%0.110%
5/5/2026Collaborative Wealth Managment Inc.132,483$13.70M6.3%+303.6%0.092%
5/5/2026Geneos Wealth Management Inc.5,165$534K0.0%+8.1%0.004%
5/5/2026Ethos Financial Group LLC141,659$14.65M1.1%+4.4%0.099%
5/5/2026Signet Financial Management LLC45,890$4.75M0.5%-3.6%0.032%
5/5/2026Sanctuary Advisors LLC56,020$5.79M0.0%+7.3%0.039%
5/5/2026 Sigma Planning Corp29,786$3.08M0.1%-4.1%0.021%
5/5/2026 Wealthgarden F.S. LLC9,067$938K0.6%+142.4%0.006%
5/5/2026 Roberts Glore & Co. Inc. IL15,957$1.65M0.5%+3.8%0.011%
5/5/2026 Nwam LLC11,748$1.22M0.1%+15.9%0.008%
5/4/2026 Beckerman Institutional LLC27,673$2.86M1.5%+1.8%0.019%
5/4/2026 Lutz Financial Services LLC89,402$9.25M0.6%+7.2%0.062%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management170,271$17.61M0.3%-2.0%0.119%
5/4/2026 Bleakley Financial Group LLC62,651$6.48M0.1%-2.3%0.044%
5/4/2026 Archer Investment Corp2,010$208K0.0%+7.2%0.001%
5/4/2026 Chicago Partners Investment Group LLC29,739$3.09M0.1%+0.4%0.021%
5/4/2026 One Wealth Map LLC17,495$1.81M0.8%+0.8%0.012%
5/4/2026 Brindle & Bay Financial Advisors LLC2,244$232K0.1%-51.2%0.002%
5/2/2026 Valmark Advisers Inc.153,892$15.92M0.2%+0.2%0.107%
5/1/2026 Fifth Third Bancorp13,910$1.44M0.0%+762.9%0.010%
5/1/2026 Sovran Advisors LLC3,803$396K0.0%-46.9%0.003%
5/1/2026 EQ Wealth Advisors LLC21,190$2.19M1.3%-7.7%0.015%
5/1/2026 Signature Resources Capital Management LLC941$97K0.0%+43.0%0.001%
5/1/2026 SoundView Advisors Inc.218,439$22.59M8.0%+3.9%0.152%
5/1/2026 DMC Group LLC29,476$3.05M2.1%+16.9%0.021%
4/30/2026 First National Bank & Trust Co. of Newtown5,881$608K0.1%+14.2%0.004%
4/30/2026 First Horizon Corp91,124$9.43M0.4%+0.2%0.063%
4/30/2026 Kestra Advisory Services LLC76,564$7.92M0.0%+76.0%0.053%
4/30/2026 Austin Asset Management Co Inc310,550$32.12M5.4%+7.1%0.216%
4/30/2026 CFS Investment Advisory Services LLC29,899$3.10M0.2%-20.5%0.021%
4/29/2026 American Wealth Advisors LLC36,382$3.76M3.9%-4.1%0.025%
4/29/2026 Montag A & Associates Inc.15,613$1.62M0.1%+7.7%0.011%
4/29/2026 Silver Oak Wealth Advisors Services LLC21,738$2.25M1.5%-8.1%0.015%
4/29/2026 United Asset Strategies Inc.6,594$682K0.1%+1.8%0.005%
4/29/2026 Integrated Advisors Network LLC4,840$501K0.0%-82.4%0.003%
4/29/2026 Fischer Financial Services Inc.59,062$6.11M2.1%+1.7%0.041%
4/28/2026 Arbor Investment Advisors LLC6,831$706K0.1%+6.3%0.005%
4/28/2026 Whittier Trust Co.18,442$1.91M0.0%+39.8%0.013%
4/28/2026 Ascentis Independent Advisors5,508$570K0.0%N/A0.004%
4/28/2026 Stephens Inc. AR68,268$7.06M0.1%+275.4%0.048%
4/28/2026 Pine Harbor Wealth Management LLC1,942$201K0.1%N/A0.001%
4/28/2026 Hillcrest Wealth Advisors NY LLC55,070$5.70M2.3%+2.5%0.038%
4/28/2026 Peak Financial Management Inc.22,201$2.30M0.6%+3.0%0.015%
4/28/2026 NBT Bank N A NY130,487$13.50M0.9%+2.9%0.091%
4/28/2026 Latitude Advisors LLC8,729$903K0.4%+2.2%0.006%
4/27/2026 TCI Wealth Advisors Inc.8,461$875K0.0%-2.8%0.006%
4/27/2026 Portland Financial Advisors Inc22,305$2.31M4.8%+0.9%0.016%
4/27/2026 PFG Investments LLC5,306$549K0.0%N/A0.004%
4/27/2026 BIP Wealth LLC154,557$15.99M0.7%+5.4%0.108%
4/27/2026 Kelman Lazarov Inc.311,471$32.22M4.6%+2.8%0.217%
4/27/2026 Baer Investment Advisory LLC23,827$2.46M0.3%N/A0.017%
4/27/2026 World Investment Advisors308,576$31.92M0.5%-10.6%0.215%
4/27/2026 Canal Capital Management LLC82,970$8.58M1.2%N/A0.058%
4/27/2026 Marotta Asset Management5,533$571K0.1%+59.9%0.004%
4/27/2026 Private Advisor Group LLC51,380$5.31M0.0%+5.7%0.036%
4/27/2026 Financial Plan Inc.102,298$10.58M1.1%+4.7%0.071%
4/27/2026 Trademark Financial Management LLC33,407$3.46M1.7%+14.8%0.023%
4/27/2026 Sharp Wealth Advisory LLC5,019$519K0.3%+3.4%0.004%
4/27/2026 Prasad Wealth Partners LLC117,335$12.14M3.3%+1.6%0.082%
4/25/2026 Patten Group Inc.4,327$448K0.1%-36.2%0.003%
4/25/2026 Eagle Bay Advisors LLC7,335$759K0.7%+18.8%0.005%
4/25/2026 Royal Harbor Partners LLC45,718$4.73M1.6%+6.0%0.032%
4/25/2026 Physician Wealth Advisors Inc.42,785$4.43M0.6%-1.4%0.030%
4/24/2026 Midwest Capital Advisors LLC300$31K0.0%-59.1%0.000%
4/24/2026 PW Advisors LLC FL6,705$694K0.5%+4.9%0.005%
4/24/2026 James Investment Research Inc.39,516$4.09M0.5%+46.6%0.028%
4/24/2026 Tcfg Wealth Management LLC2,896$299K0.1%-7.7%0.002%
4/24/2026 DeLarme Wealth Management Inc.5,265$545K0.4%+111.4%0.004%
4/24/2026 Acorn Financial Advisory Services Inc. ADV7,507$776K0.1%-4.3%0.005%
4/24/2026 Equita Financial Network Inc.77,352$8M2.5%-0.2%0.054%
4/24/2026 Eagle Wealth Advisors LLC40,167$4.15M3.8%+54.7%0.028%
4/23/2026 Kohmann Bosshard Financial Services LLC3,013$312K0.0%-16.3%0.002%
4/23/2026 Financial & Tax Architects LLC19,441$2.01M0.4%-1.9%0.014%
4/23/2026 Traub Capital Management LLC23,987$2.48M2.5%+5.9%0.017%
4/23/2026 Sellwood Investment Partners LLC24,231$2.51M1.0%+44.1%0.017%
4/23/2026 Comprehensive Money Management Services LLC12,434$1.29M0.8%+2.1%0.009%
4/23/2026 Fairway Wealth LLC23,994$2.48M0.6%-7.5%0.017%
4/23/2026 Avant Financial Advisors LLC7,789$806K0.6%+12.9%0.005%
4/23/2026 Riverbend Wealth Management LLC8,259$854K0.5%+4.7%0.006%
4/22/2026 DDFG Inc192,015$19.86M4.3%+3.0%0.134%
4/22/2026 Princeton Global Asset Management LLC6,982$722K0.1%-15.2%0.005%
4/22/2026 Seneca Financial Advisors LLC248,663$25.72M7.5%+6.1%0.173%
4/22/2026 Semitam Bonam LLC49,874$5.16M4.2%+9.6%0.035%
4/22/2026 Trilogy Capital Inc.36,260$3.75M0.2%-2.3%0.025%
4/22/2026 Venturi Wealth Management LLC2,314$239K0.0%+18.1%0.002%
4/21/2026 Maridea Wealth Management LLC4,580$474K0.1%-4.8%0.003%
4/21/2026 Sugar Maple Asset Management LLC79,596$8.23M5.0%+8.2%0.056%
4/21/2026 First United Bank & Trust20,260$2.10M0.7%+222.0%0.014%
4/21/2026 Maltin Wealth Management Inc.31,734$3.28M1.3%+4.2%0.022%
4/21/2026 Columbus Macro LLC96,176$9.95M1.1%+4.2%0.067%
4/21/2026 Independent Wealth Network Inc.24,797$2.57M0.8%+1.3%0.017%
4/21/2026 Maseco LLP774,850$80.13M2.5%+5.6%0.541%
4/21/2026 Balance Wealth LLC10,006$1.04M0.3%-43.8%0.007%
4/21/2026 Penobscot Wealth Management90,663$9.38M2.8%+7.0%0.063%
4/21/2026 Silver Oak Securities Incorporated24,590$2.54M0.2%-14.0%0.017%
4/21/2026 Fiduciary Alliance LLC2,160$224K0.0%N/A0.002%
4/20/2026 Kestra Private Wealth Services LLC14,480$1.50M0.0%-1.3%0.010%
4/20/2026 Park Edge Advisors LLC130,686$13.52M3.1%+3.8%0.091%
4/20/2026 Ritholtz Wealth Management2,409,803$249.25M4.3%+6.8%1.681%
4/20/2026 Breakwater Capital Group28,642$2.96M0.4%+0.4%0.020%


STIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STIP shares?

During the previous two years, 867 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. ($343.14M), FMR LLC ($332.87M), LPL Financial LLC ($287.02M), Ritholtz Wealth Management ($249.25M), Modera Wealth Management LLC ($233.37M), Bank of America Corp DE ($181.42M), and Morgan Stanley ($163.01M).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 776 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: Envestnet Asset Management Inc. ($2.80M), Dynasty Wealth Management LLC ($1.55M), Brooklyn FI LLC ($1.21M), Raymond James Financial Inc. ($1.10M), Ritholtz Wealth Management ($1.03M), Jane Street Group LLC ($876.91K), and Assetmark Inc. ($860.10K).

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

Institutional investors have bought a total of 25,576,654 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

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

Of the 346 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: Northwestern Mutual Wealth Management Co. ($532.12K), LPL Financial LLC ($517.38K), Renaissance Technologies LLC ($459.90K), Quotient Wealth Partners LLC ($429.80K), Assetmark Inc. ($407.72K), New York Life Investment Management LLC ($248.13K), and Envestnet Portfolio Solutions Inc. ($247.01K).

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

Institutional investors have sold a total of 7,989,827 shares in the last 24 months. This volume of shares sold represents approximately $820.90M in transactions.


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This page (NYSEARCA:STIP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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