Go Pro
→ Buy this stock today (From Chaikin Analytics) (Ad)tc pixel Free STIP Stock Alerts

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

iShares 0-5 Year TIPS Bond ETF logo
$101.23 +0.02 (+0.02%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
630
Total
Institutional Inflows
(last 12 months)
$2.26B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$1.01B
Get STIP Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 0-5 Year TIPS Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Insight Wealth Strategies LLC184,565$18.67M1.8%+55.7%0.118%
7/10/2026 Heck Capital Advisors LLC27,546$2.81M0.2%-0.9%0.018%
7/10/2026 JFS Wealth Advisors LLC1,039$106K0.0%+6,393.8%0.001%
7/10/2026 G&S Capital LLC7,127$728K0.2%N/A0.005%
7/10/2026 Prosperity Planning Inc.15,500$1.58M0.4%-1.0%0.010%
7/10/2026 FC Advisory LLC5,503$562K0.1%+4.3%0.004%
7/10/2026 Redhawk Wealth Advisors Inc.4,661$476K0.0%N/A0.003%
7/10/2026 Sterling Investment Advisors LLC ADV80,324$8.21M3.7%+3.1%0.052%
7/10/2026 Mendota Financial Group LLC21,191$2.17M1.3%+15.2%0.014%
7/10/2026 Wealthcare Advisory Partners LLC1,322,733$135.13M2.6%+9.4%0.849%
7/9/2026 First Bank & Trust8,595$878K0.1%+26.3%0.006%
7/9/2026 Ares Financial Consulting LLC38,081$3.89M2.7%+8.4%0.024%
7/9/2026 Matrix Trust Co8,223$840K0.1%+4.1%0.005%
7/9/2026 Wealthcare Capital Partners LLC58,981$6.03M2.5%+7.9%0.038%
7/9/2026 Focus Financial Network Inc.17,799$1.82M0.1%+39.9%0.011%
7/9/2026 Wealthcare Capital Management LLC938,761$95.90M9.1%+2.3%0.603%
7/9/2026 Pettinga Financial Advisors LLC8,800$899K0.1%N/A0.006%
7/9/2026 Deane Retirement Strategies Inc.190,880$19.50M8.3%-3.6%0.123%
7/9/2026 Sax Wealth Advisors LLC74,321$7.69M0.3%N/A0.048%
7/9/2026 Ehrlich Financial Group5,140$525K0.3%+5.8%0.003%
7/9/2026 Breakwater Capital Group32,705$3.34M0.4%+14.2%0.021%
7/9/2026 Affinity Capital Advisors LLC3,815$387K0.0%-4.3%0.002%
7/8/2026 Beaird Harris Wealth Management LLC1,945$199K0.0%-14.5%0.001%
7/8/2026 Rockland Trust Co.252,016$25.75M1.0%+6.7%0.162%
7/8/2026 Beacon Financial Strategies CORP371$38K0.0%N/A0.000%
7/8/2026 Chesley Taft & Associates LLC31,375$3.21M0.1%+6.7%0.020%
7/8/2026 Kwmg LLC180,141$18.40M1.3%+3.6%0.116%
7/8/2026 Elevation Wealth Partners LLC1,438$147K0.0%-20.8%0.001%
7/8/2026 Apella Capital LLC3,484$353K0.0%+13.5%0.002%
7/8/2026 Evanson Financial LLC1,961$200K0.0%N/A0.001%
7/8/2026 Archer Investment Management LLC9,487$969K0.3%+84.5%0.006%
7/7/2026 Fermata Advisors LLC21,826$2.23M0.5%+14.3%0.014%
7/7/2026 JGP Wealth Management LLC12,714$1.30M0.1%+2.6%0.008%
7/7/2026 McNaughton Wealth Management LLC5,831$596K0.2%N/A0.004%
7/7/2026 Martin Capital Partners LLC32,237$3.29M1.2%-2.9%0.021%
7/7/2026 Canandaigua National Bank & Trust Co.31,049$3.17M0.3%N/A0.020%
7/7/2026 Sandy Cove Advisors LLC2,299$235K0.1%N/A0.001%
7/7/2026 CGN Advisors LLC29,618$3.03M0.2%+17.0%0.019%
7/7/2026 CoreCap Advisors LLC1,258$128K0.0%+17.9%0.001%
7/6/2026 MJT & Associates Financial Advisory Group Inc.78,729$8.04M5.3%+2.5%0.051%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
7/6/2026 Vigilare Wealth Management41,118$4.20M1.3%-15.3%0.026%
7/6/2026 RDA Financial Network12,227$1.25M0.3%-4.9%0.008%
7/6/2026 Dogwood Wealth Management LLC41,235$4.21M1.7%+3.5%0.027%
7/6/2026 Boltwood Capital Management33,140$3.39M0.8%+48.8%0.021%
6/23/2026Cambridge Associates LLC MA ADV98,340$10.17M0.2%+4.8%0.068%
6/18/2026Western Wealth Management LLC3,480$360K0.0%-67.3%0.002%
6/9/2026 Rathbones Group PLC13,467$1.39M0.0%-10.0%0.009%
6/9/2026 Robinswood Financial LLC6,528$675K0.9%N/A0.005%
6/3/2026Stillwater Private Wealth LLC27,173$2.81M2.4%N/A0.019%
6/3/2026NewEdge Advisors LLC285,672$29.55M0.1%+60.7%0.199%
6/2/2026Blue Edge Capital LLC19,183$1.98M0.3%+48.9%0.013%
5/22/2026 Summitry LLC335,086$34.66M1.2%-3.6%0.233%
5/21/2026Essential Partners LLC3,811$394K0.1%+6.6%0.003%
5/19/2026Western Wealth Management LLC3,480$360K0.0%-67.3%0.002%
5/19/2026McIlrath & Eck LLC65,935$6.82M0.5%-4.9%0.046%
5/19/2026Bank of America Corp DE1,333,398$137.91M0.0%-60.4%0.929%
5/19/2026Edgestream Partners L.P.13,974$1.45M0.0%N/A0.010%
5/19/2026Ashton Thomas Securities LLC2,711$280K0.0%N/A0.002%
5/19/2026Arkadios Wealth Advisors55,442$5.73M0.1%N/A0.039%
5/18/2026Adalta Capital Management LLC1,000$103K0.0%-75.4%0.001%
5/18/2026Talon Private Wealth LLC110,494$11.43M1.5%N/A0.077%
5/18/2026Royal Bank of Canada231,665$23.96M0.0%+16.0%0.161%
5/18/2026Empowered Funds LLC508,001$52.36M0.3%-1.7%0.354%
5/18/2026Estate Counselors LLC58,525$6.05M0.5%N/A0.041%
5/18/2026Evelyn Partners Investment Management Europe Ltd2,105$218K0.1%+30.7%0.001%
5/16/2026Quantinno Capital Management LP4,236$438K0.0%N/A0.003%
5/15/2026Gateway Wealth Partners LLC12,908$1.34M0.1%+108.8%0.009%
5/15/2026Quadcap Wealth Management LLC68,208$7.06M0.8%-3.5%0.047%
5/15/2026Mustico Financial Group Inc.23,795$2.47M1.5%-20.0%0.017%
5/15/2026Waverly Advisors LLC111,764$11.56M0.1%+1,488.5%0.078%
5/15/2026Stadion Money Management LLC178,430$18.46M1.9%-1.0%0.124%
5/15/2026Adventist Health System Sunbelt Healthcare Corp1,560,200$161.37M5.6%+113.7%1.086%
5/14/2026Hilltop Holdings Inc.18,483$1.91M0.2%+243.6%0.013%
5/14/2026Modern Wealth Management LLC351,679$36.27M0.6%-19.5%0.245%
5/14/2026Keebeck Wealth Management8,061$834K0.1%+251.1%0.006%
5/14/2026Gibbs Wealth Management2,848$295K0.0%-42.9%0.002%
5/14/2026Lido Advisors LLC3,315$343K0.0%+7.9%0.002%
5/13/2026Cetera Investment Advisers453,628$46.92M0.0%+1.6%0.316%
5/13/2026Wealthspire Retirement LLC52,188$5.40M0.3%+1.7%0.036%
5/13/2026Cambridge Associates LLC MA ADV98,340$10.17M0.2%+4.8%0.068%
5/13/2026Alesco Advisors LLC An ESL Co105,629$10.93M0.3%+1.4%0.074%
5/13/2026 Transmarket Holdings LP13,485$1.40M0.7%N/A0.009%
5/12/2026CacheTech Inc.3,344$346K0.1%-3.9%0.002%
5/8/2026PNC Financial Services Group Inc.157,585$16.30M0.0%-5.7%0.110%
5/8/2026JSF Financial LLC142,972$14.79M2.9%-34.1%0.100%
5/7/2026AlTi Global Inc.505,346$52.27M1.1%-2.4%0.352%
5/7/2026Van Strum & Towne Inc.28,657$2.96M0.9%+9.5%0.020%
5/7/2026 Continuum Wealth Advisors LLC137,889$14.26M5.9%+2,742.5%0.096%
5/7/2026 Scarborough Advisors LLC404$42K0.0%-71.0%0.000%
5/7/2026Koss Olinger Consulting LLC33,375$3.45M0.3%+14.8%0.023%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
5/7/2026 Vision Retirement LLC830$86K0.0%-39.4%0.001%
5/7/2026Hanseatic Management Services Inc.13,442$1.39M1.3%N/A0.009%
5/7/2026Hershey Financial Advisers LLC37,673$3.90M3.4%N/A0.026%
5/6/2026Modera Wealth Management LLC2,442,854$252.66M3.0%+7.2%1.701%
5/6/2026Assetmark Inc.42,584$4.40M0.0%-90.6%0.030%
5/6/2026Gould Asset Management LLC CA469,722$48.58M8.4%+15.3%0.327%
5/6/2026Sofi Wealth LLC33,576$3.47M0.2%+8.8%0.023%
5/6/2026 Independent Financial Group LLC3,280$339K0.0%N/A0.002%
5/6/2026Prosperity Consulting Group LLC2,621$271K0.0%-64.0%0.002%
5/5/2026Westover Capital Advisors LLC5,801$600K0.1%-2.0%0.004%


STIP Institutional Ownership - Frequently Asked Questions

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), Modera Wealth Management LLC ($252.66M), Ritholtz Wealth Management ($249.25M), Morgan Stanley ($163.01M), and Adventist Health System Sunbelt Healthcare Corp ($161.37M).Learn more on iShares 0-5 Year TIPS Bond ETF's institutional investors.

Of the 781 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), Adventist Health System Sunbelt Healthcare Corp ($1.56M), Brooklyn FI LLC ($1.21M), Dynasty Wealth Management LLC ($1.11M), Raymond James Financial Inc. ($1.10M), Ritholtz Wealth Management ($1.03M), and Assetmark Inc. ($860.10K).

Institutional investors have bought a total of 21,956,123 shares in the last 24 months. This purchase volume represents approximately $2.26B in transactions.

Of the 318 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: Bank of America Corp DE ($2.04M), Assetmark Inc. ($817.64K), Northwestern Mutual Wealth Management Co. ($532.12K), LPL Financial LLC ($517.38K), Renaissance Technologies LLC ($459.90K), Quotient Wealth Partners LLC ($429.80K), and New York Life Investment Management LLC ($248.13K).

Institutional investors have sold a total of 9,864,121 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


Related Companies

This page (NYSEARCA:STIP) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel