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

iShares 0-5 Year TIPS Bond ETF logo
$100.10 -0.08 (-0.08%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$100.14 +0.04 (+0.04%)
As of 10/13/2026 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
578
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
313
Total
Institutional Outflows
(last 12 months)
$965.39M
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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
10/14/2026Ulland Investment Advisors LLC44,000$4.39M3.1%N/A0.027%
10/14/2026Signal Advisors Wealth LLC23,704$2.36M0.1%-9.3%0.014%
10/14/2026B. Riley Wealth Advisors Inc.66,577$6.64M0.2%N/A0.040%
10/14/2026RHS Financial LLC7,824$780K0.2%+10.6%0.005%
10/14/2026Affinity Capital Advisors LLC3,937$394K0.0%+3.2%0.002%
10/14/2026Maltin Wealth Management Inc.40,595$4.05M1.3%+10.3%0.025%
10/13/202621 West Wealth Management LLC18,955$1.89M1.7%-4.2%0.011%
10/13/2026Madson Wealth Advisors Inc3,501$349K0.2%-9.0%0.002%
10/13/2026Sax Wealth Advisors LLC88,260$8.80M0.3%+18.8%0.054%
10/13/2026Fermata Advisors LLC20,837$2.08M0.4%-4.5%0.013%
10/13/2026Avior Wealth Management LLC3,987$397K0.0%+16.9%0.002%
10/13/2026JGP Wealth Management LLC22,932$2.29M0.2%+80.4%0.014%
10/9/2026GK Wealth Management LLC1,363$136K0.1%N/A0.001%
10/9/2026Balefire LLC2,807$280K0.0%N/A0.002%
10/9/2026Wedmont Private Capital6,432$644K0.0%-10.4%0.004%
10/9/2026McNaughton Wealth Management LLC6,279$626K0.2%+7.7%0.004%
10/9/2026Breakwater Capital Group33,157$3.31M0.4%+1.4%0.020%
10/9/2026Market Street Wealth Management Advisors LLC75,452$7.52M1.1%+2,066.3%0.046%
10/9/2026Galvin Gaustad & Stein LLC135,593$13.52M1.0%-1.1%0.083%
10/8/2026Factor Wealth Management LTD7,317$729K0.1%+12.7%0.004%
10/8/2026Farther Finance Advisors LLC1,278,077$127.42M0.9%+14.3%0.778%
10/8/2026Kure Advisory LLC69,559$6.94M3.2%+7.6%0.042%
10/8/2026Apella Capital LLC3,184$319K0.0%-8.6%0.002%
10/8/2026Avidian Wealth Enterprises LLC3,209$320K0.0%N/A0.002%
10/8/2026Toth Financial Advisory Corp3,538$353K0.0%N/A0.002%
10/8/2026Alkeme Wealth LLC13,472$1.34M0.5%N/A0.008%
10/8/2026Martin Capital Partners LLC32,509$3.24M1.0%+0.8%0.020%
10/8/2026MJT & Associates Financial Advisory Group Inc.84,420$8.42M5.4%+7.2%0.051%
10/7/2026Elevation Wealth Partners LLC1,570$156K0.0%+9.2%0.001%
10/7/2026Retirement Wealth Solutions LLC260$26K0.0%-30.1%0.000%
10/7/2026Canandaigua National Trust Co of Florida10,429$1.04M0.6%N/A0.006%
10/7/2026Family Legacy Financial Solutions LLC128,404$12.80M7.6%+11.8%0.078%
10/7/2026Canandaigua National Bank & Trust Co.23,412$2.33M0.2%-24.6%0.014%
10/7/2026Cassilly Financial Group LLC5,625$561K0.4%+23.2%0.003%
10/7/2026Echo45 Advisors LLC37,882$3.78M1.7%+3.8%0.023%
10/7/2026Kwmg LLC192,237$19.17M1.4%+6.7%0.117%
10/7/2026Lake Hills Wealth Management LLC47,063$4.69M2.2%-1.2%0.029%
10/7/2026SigFig Wealth Management LLC4,795$478K0.0%+4.6%0.003%
10/7/2026Matrix Trust Co7,741$772K0.1%-5.9%0.005%
10/7/2026Mendota Financial Group LLC24,492$2.44M1.5%+15.6%0.015%
Why major institutions are piling into this digital asset now (Ad)

BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid. The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned.tc pixel

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10/5/2026Ridgewood Investments LLC4,592$458K0.2%-50.7%0.003%
10/5/2026Horizons Wealth Management1,067$106K0.1%N/A0.001%
10/5/2026Rockland Trust Co.260,716$25.99M1.0%N/A0.159%
10/2/2026 Marotta Asset Management17,033$1.70M0.3%+19.0%0.010%
10/2/2026 Boltwood Capital Management94,575$9.43M2.1%+185.4%0.058%
9/23/2026Envestnet Portfolio Solutions Inc.86,146$8.80M0.0%+380.6%0.053%
9/23/2026Envestnet Asset Management Inc.1,995,879$203.90M0.0%+77.4%1.223%
9/22/2026State Street Corp665,185$67.96M0.0%+1.9%0.424%
9/17/2026Wellington Altus USA Inc.3,492$361K0.2%-9.9%0.002%
9/11/2026Talon Private Wealth LLC112,479$11.49M1.4%+1.8%0.072%
9/9/2026The Manufacturers Life Insurance Company98,000$10.01M0.0%N/A0.062%
9/9/2026Tortoise Investment Management LLC900,987$92.05M6.9%+7.2%0.574%
9/9/2026Sequoia Financial Advisors LLC5,176$529K0.0%+2.9%0.003%
9/9/2026Tidal Investments LLC13,841$1.41M0.0%-5.9%0.009%
9/9/2026Van Hulzen Asset Management LLC30,690$3.14M0.2%+1.2%0.020%
9/9/2026Capital Analysts LLC10,309$1.05M0.0%+235.7%0.007%
9/9/2026Capital Advantage Inc.258,789$26.44M3.2%N/A0.165%
9/9/2026NorthRock Partners LLC212,088$21.67M0.3%-6.9%0.135%
9/9/2026Integrated Wealth Concepts LLC218,961$22.37M0.1%+3.2%0.139%
9/9/2026RFG Advisory LLC5,409$553K0.0%+3.4%0.003%
9/9/2026NewEdge Advisors LLC470,685$48.09M0.1%+64.8%0.300%
9/9/2026IFP Advisors Inc67,008$6.85M0.1%+8.4%0.043%
9/9/2026Baird Financial Group Inc.40,770$4.17M0.0%+4.4%0.026%
9/8/2026Waverly Advisors LLC108,605$11.10M0.1%-2.8%0.069%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group18,924$1.93M0.2%+61.5%0.012%
9/2/2026Citadel Advisors LLC20,373$2.08M0.0%N/A0.013%
8/28/2026Cornerstone Financial Management LLC7,013$716K0.6%-4.5%0.004%
8/27/2026Corient Private Wealth LP122,705$12.54M0.0%-3.1%0.078%
8/25/2026Advus Financial Partners LLC13,938$1.42M0.3%-26.8%0.009%
8/23/2026Tanager Wealth Management LLP2,463$252K0.0%+16.3%0.002%
8/23/2026DMC Group LLC27,488$2.81M1.9%-6.7%0.018%
8/23/2026Ameritas Advisory Services LLC12,842$1.31M0.0%+64.8%0.008%
8/23/2026Straight Path Wealth Management70,819$7.24M1.7%+6.1%0.045%
8/23/2026Henrickson Nauta Wealth Advisors Inc.4,526$462K0.1%-8.2%0.003%
8/23/2026Wedmont Private Capital7,175$727K0.0%+12.0%0.005%
8/23/2026Echo45 Advisors LLC36,511$3.73M1.9%+0.6%0.023%
8/23/2026Beaird Harris Wealth Management LLC1,945$199K0.0%-14.5%0.001%
8/23/2026HB Wealth Management LLC30,824$3.15M0.0%N/A0.020%
8/23/2026Semitam Bonam LLC51,402$5.25M3.8%+3.1%0.033%
8/22/2026Advisory Solutions Group LLC9,519$972K0.3%N/A0.006%
8/22/2026Compass Financial Management LLC60,941$6.22M0.7%N/A0.039%
8/22/2026SeedSafe Financial LLC18,325$1.87M1.3%N/A0.012%
8/22/2026Highland Investment Advisors LLC1,092$112K0.0%N/A0.001%
8/22/2026Cassilly Financial Group LLC4,564$466K0.3%N/A0.003%
8/22/2026Retirement Wealth Solutions LLC372$38K0.0%+197.6%0.000%
8/22/2026LifePlan Investment Advisors Inc.3,321$339K0.1%N/A0.002%
8/22/2026Syon Capital LLC315,195$32.20M1.4%+39.5%0.201%
8/22/2026TD Waterhouse Canada Inc.4,214$426K0.0%+532.7%0.003%
8/22/2026Kickstand Ventures LLC.2,400$245K0.0%N/A0.002%
8/22/2026Concurrent Investment Advisors LLC167,928$17.16M0.1%+172.3%0.107%
Why major institutions are piling into this digital asset now (Ad)

BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid. The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned.tc pixel

Get the name, the ticker, and exactly how to buy it
8/21/2026Greenspring Advisors LLC41,403$4.23M0.2%+2.0%0.026%
8/21/2026Safeguard Investment Advisory Group LLC3,165$323K0.1%N/A0.002%
8/21/2026Ewing Morris & Co. Investment Partners Ltd.8,585$877K0.5%-62.0%0.005%
8/21/2026Buttonwood Financial Group LLC6,001$613K0.4%+1.8%0.004%
8/21/2026Hudson Portfolio Management LLC37,523$3.83M2.9%+7.1%0.024%
8/21/2026Beacon Financial Advisory LLC3,123$319K0.1%-10.3%0.002%
8/21/2026Tsfg LLC2,232$228K0.0%+1,494.3%0.001%
8/20/2026First PREMIER Bank7,005$716K0.1%-13.2%0.004%
8/20/2026Nwam LLC12,731$1.30M0.1%+8.4%0.008%
8/20/2026BTG Pactual Asset Management US LLC6,175$639K0.0%+2.2%0.004%


STIP Institutional Ownership - Frequently Asked Questions

During the previous two years, 875 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 789 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), Farther Finance Advisors LLC ($896.99K), and Ritholtz Wealth Management ($896.86K).

Institutional investors have bought a total of 16,344,121 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

Of the 312 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 9,414,267 shares in the last 24 months. This volume of shares sold represents approximately $968.36M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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