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

iShares 0-5 Year TIPS Bond ETF logo
$99.74 -0.23 (-0.23%)
Closing price 04:10 PM Eastern
Extended Trading
$100.08 +0.34 (+0.34%)
As of 07:57 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)
573
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$979.50M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.86,146$8.80M0.0%+380.6%0.053%
9/23/2026 Envestnet Asset Management Inc.1,995,879$203.90M0.0%+77.4%1.223%
9/22/2026 State Street Corp665,185$67.96M0.0%+1.9%0.424%
9/17/2026 Wellington Altus USA Inc.3,492$361K0.2%-9.9%0.002%
9/11/2026 Talon Private Wealth LLC112,479$11.49M1.4%+1.8%0.072%
9/9/2026 The Manufacturers Life Insurance Company98,000$10.01M0.0%N/A0.062%
9/9/2026 Tortoise Investment Management LLC900,987$92.05M6.9%+7.2%0.574%
9/9/2026 Sequoia Financial Advisors LLC5,176$529K0.0%+2.9%0.003%
9/9/2026 Tidal Investments LLC13,841$1.41M0.0%-5.9%0.009%
9/9/2026 Van Hulzen Asset Management LLC30,690$3.14M0.2%+1.2%0.020%
9/9/2026 Capital Analysts LLC10,309$1.05M0.0%+235.7%0.007%
9/9/2026 Capital Advantage Inc.258,789$26.44M3.2%N/A0.165%
9/9/2026 NorthRock Partners LLC212,088$21.67M0.3%-6.9%0.135%
9/9/2026 Integrated Wealth Concepts LLC218,961$22.37M0.1%+3.2%0.139%
9/9/2026 RFG Advisory LLC5,409$553K0.0%+3.4%0.003%
9/9/2026 NewEdge Advisors LLC470,685$48.09M0.1%+64.8%0.300%
9/9/2026 IFP Advisors Inc67,008$6.85M0.1%+8.4%0.043%
9/9/2026 Baird Financial Group Inc.40,770$4.17M0.0%+4.4%0.026%
9/8/2026 Waverly Advisors LLC108,605$11.10M0.1%-2.8%0.069%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group18,924$1.93M0.2%+61.5%0.012%
9/2/2026 Citadel Advisors LLC20,373$2.08M0.0%N/A0.013%
8/28/2026 Cornerstone Financial Management LLC7,013$716K0.6%-4.5%0.004%
8/27/2026 Corient Private Wealth LP122,705$12.54M0.0%-3.1%0.078%
8/25/2026 Advus Financial Partners LLC13,938$1.42M0.3%-26.8%0.009%
8/23/2026 Tanager Wealth Management LLP2,463$252K0.0%+16.3%0.002%
8/23/2026 DMC Group LLC27,488$2.81M1.9%-6.7%0.018%
8/23/2026 Ameritas Advisory Services LLC12,842$1.31M0.0%+64.8%0.008%
8/23/2026 Straight Path Wealth Management70,819$7.24M1.7%+6.1%0.045%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.4,526$462K0.1%-8.2%0.003%
8/23/2026 Wedmont Private Capital7,175$727K0.0%+12.0%0.005%
8/23/2026 Echo45 Advisors LLC36,511$3.73M1.9%+0.6%0.023%
8/23/2026 Beaird Harris Wealth Management LLC1,945$199K0.0%-14.5%0.001%
8/23/2026 HB Wealth Management LLC30,824$3.15M0.0%N/A0.020%
8/23/2026 Semitam Bonam LLC51,402$5.25M3.8%+3.1%0.033%
8/22/2026 Advisory Solutions Group LLC9,519$972K0.3%N/A0.006%
8/22/2026 Compass Financial Management LLC60,941$6.22M0.7%N/A0.039%
8/22/2026 SeedSafe Financial LLC18,325$1.87M1.3%N/A0.012%
8/22/2026 Highland Investment Advisors LLC1,092$112K0.0%N/A0.001%
8/22/2026 Cassilly Financial Group LLC4,564$466K0.3%N/A0.003%
8/22/2026 Retirement Wealth Solutions LLC372$38K0.0%+197.6%0.000%
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8/22/2026 LifePlan Investment Advisors Inc.3,321$339K0.1%N/A0.002%
8/22/2026 Syon Capital LLC315,195$32.20M1.4%+39.5%0.201%
8/22/2026 TD Waterhouse Canada Inc.4,214$426K0.0%+532.7%0.003%
8/22/2026 Kickstand Ventures LLC.2,400$245K0.0%N/A0.002%
8/22/2026 Concurrent Investment Advisors LLC167,928$17.16M0.1%+172.3%0.107%
8/21/2026 Greenspring Advisors LLC41,403$4.23M0.2%+2.0%0.026%
8/21/2026 Safeguard Investment Advisory Group LLC3,165$323K0.1%N/A0.002%
8/21/2026 Ewing Morris & Co. Investment Partners Ltd.8,585$877K0.5%-62.0%0.005%
8/21/2026 Buttonwood Financial Group LLC6,001$613K0.4%+1.8%0.004%
8/21/2026 Hudson Portfolio Management LLC37,523$3.83M2.9%+7.1%0.024%
8/21/2026 Beacon Financial Advisory LLC3,123$319K0.1%-10.3%0.002%
8/21/2026 Tsfg LLC2,232$228K0.0%+1,494.3%0.001%
8/20/2026 First PREMIER Bank7,005$716K0.1%-13.2%0.004%
8/20/2026 Nwam LLC12,731$1.30M0.1%+8.4%0.008%
8/20/2026 BTG Pactual Asset Management US LLC6,175$639K0.0%+2.2%0.004%
8/20/2026 Rothschild Capital Partners LLC7,698$786K0.2%+46.5%0.005%
8/20/2026 Greenleaf Trust5,861$599K0.0%+20.1%0.004%
8/17/2026 Blue Edge Capital LLC23,788$2.43M0.3%+24.0%0.015%
8/12/2026 Compass Financial Management LLC60,941$6.22M0.7%N/A0.039%
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%
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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%
7/6/2026 Vigilare Wealth Management41,118$4.20M1.3%-15.3%0.026%


STIP Institutional Ownership - Frequently Asked Questions

During the previous two years, 874 institutional investors and hedge funds held shares of iShares 0-5 Year TIPS Bond ETF. The most heavily invested institutionals were FMR LLC ($332.87M), LPL Financial LLC ($287.02M), Modera Wealth Management LLC ($252.66M), Ritholtz Wealth Management ($249.25M), Envestnet Asset Management Inc. ($203.90M), 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 787 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. ($3.67M), 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 ($981.30K), and Assetmark Inc. ($860.10K).

Institutional investors have bought a total of 15,893,841 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Of the 310 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. ($799.16K), 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 9,521,498 shares in the last 24 months. This volume of shares sold represents approximately $979.50M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:STIP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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