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

iShares 0-5 Year TIPS Bond ETF logo
$101.23 0.00 (0.00%)
As of 07/2/2026 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)
650
Total
Institutional Inflows
(last 12 months)
$2.50B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$1.03B
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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
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%
6/9/2026Rathbones Group PLC13,467$1.39M0.0%-10.0%0.009%
6/9/2026Robinswood 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%
5/22/2026Summitry 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%
5/13/2026Transmarket 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%
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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%
5/7/2026Continuum Wealth Advisors LLC137,889$14.26M5.9%+2,742.5%0.096%
5/7/2026Scarborough Advisors LLC404$42K0.0%-71.0%0.000%
5/7/2026Koss Olinger Consulting LLC33,375$3.45M0.3%+14.8%0.023%
5/7/2026Vision 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%
5/6/2026Independent 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%
5/5/2026Mcmorgan & Co. LLC128,603$13.30M2.2%+2.5%0.090%
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%
5/5/2026Sigma Planning Corp29,786$3.08M0.1%-4.1%0.021%
5/5/2026Wealthgarden F.S. LLC9,067$938K0.6%+142.4%0.006%
5/5/2026Roberts Glore & Co. Inc. IL15,957$1.65M0.5%+3.8%0.011%
5/5/2026Nwam LLC11,748$1.22M0.1%+15.9%0.008%
5/4/2026Beckerman Institutional LLC27,673$2.86M1.5%+1.8%0.019%
5/4/2026Lutz Financial Services LLC89,402$9.25M0.6%+7.2%0.062%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management170,271$17.61M0.3%-2.0%0.119%
5/4/2026Bleakley Financial Group LLC62,651$6.48M0.1%-2.3%0.044%
5/4/2026Archer Investment Corp2,010$208K0.0%+7.2%0.001%
5/4/2026Chicago Partners Investment Group LLC29,739$3.09M0.1%+0.4%0.021%
5/4/2026One Wealth Map LLC17,495$1.81M0.8%+0.8%0.012%
5/4/2026Brindle & Bay Financial Advisors LLC2,244$232K0.1%-51.2%0.002%
5/2/2026Valmark Advisers Inc.153,892$15.92M0.2%+0.2%0.107%
5/1/2026Fifth Third Bancorp13,910$1.44M0.0%+762.9%0.010%
5/1/2026Sovran Advisors LLC3,803$396K0.0%-46.9%0.003%
5/1/2026EQ Wealth Advisors LLC21,190$2.19M1.3%-7.7%0.015%
5/1/2026Signature Resources Capital Management LLC941$97K0.0%+43.0%0.001%
5/1/2026SoundView Advisors Inc.218,439$22.59M8.0%+3.9%0.152%
5/1/2026DMC Group LLC29,476$3.05M2.1%+16.9%0.021%
4/30/2026First National Bank & Trust Co. of Newtown5,881$608K0.1%+14.2%0.004%
4/30/2026First Horizon Corp91,124$9.43M0.4%+0.2%0.063%
4/30/2026Kestra Advisory Services LLC76,564$7.92M0.0%+76.0%0.053%
4/30/2026Austin Asset Management Co Inc310,550$32.12M5.4%+7.1%0.216%
4/30/2026CFS Investment Advisory Services LLC29,899$3.10M0.2%-20.5%0.021%
4/29/2026American Wealth Advisors LLC36,382$3.76M3.9%-4.1%0.025%
4/29/2026Montag A & Associates Inc.15,613$1.62M0.1%+7.7%0.011%
4/29/2026Silver Oak Wealth Advisors Services LLC21,738$2.25M1.5%-8.1%0.015%
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4/29/2026United Asset Strategies Inc.6,594$682K0.1%+1.8%0.005%
4/29/2026Integrated Advisors Network LLC4,840$501K0.0%-82.4%0.003%
4/29/2026Fischer Financial Services Inc.59,062$6.11M2.1%+1.7%0.041%
4/28/2026Arbor Investment Advisors LLC6,831$706K0.1%+6.3%0.005%
4/28/2026Whittier Trust Co.18,442$1.91M0.0%+39.8%0.013%
4/28/2026Ascentis Independent Advisors5,508$570K0.0%N/A0.004%
4/28/2026Stephens Inc. AR68,268$7.06M0.1%+275.4%0.048%
4/28/2026Pine Harbor Wealth Management LLC1,942$201K0.1%N/A0.001%
4/28/2026Hillcrest Wealth Advisors NY LLC55,070$5.70M2.3%+2.5%0.038%
4/28/2026Peak Financial Management Inc.22,201$2.30M0.6%+3.0%0.015%


STIP Institutional Ownership - Frequently Asked Questions

During the previous two years, 870 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 783 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 24,308,610 shares in the last 24 months. This purchase volume represents approximately $2.50B in transactions.

Of the 331 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 10,005,505 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NYSEARCA:STIP) was last updated on 7/5/2026 by MarketBeat.com Staff.
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