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

iShares 0-5 Year TIPS Bond ETF logo
$100.76 +0.02 (+0.02%)
As of 03:10 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)
572
Total
Institutional Inflows
(last 12 months)
$1.62B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$977.71M
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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
8/13/2026 Pinnacle Holdings LLC1,933$212K0.1%N/A0.001%
8/12/2026 Compass Financial Management LLC60,941$6.22M0.7%N/A0.039%
8/7/2026 Trust Co. of Vermont4,191$459K0.0%N/A0.003%
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%
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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%
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%
6/3/2026 NewEdge 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%
5/21/2026 Essential 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%
5/19/2026 Edgestream Partners L.P.13,974$1.45M0.0%N/A0.010%
5/19/2026 Ashton Thomas Securities LLC2,711$280K0.0%N/A0.002%
5/19/2026 Arkadios 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%
5/18/2026 Estate 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%
5/15/2026 Gateway Wealth Partners LLC12,908$1.34M0.1%+108.8%0.009%
5/15/2026 Quadcap Wealth Management LLC68,208$7.06M0.8%-3.5%0.047%
5/15/2026 Mustico 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%
5/15/2026 Adventist 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%
5/14/2026 Keebeck Wealth Management8,061$834K0.1%+251.1%0.006%
5/14/2026Gibbs Wealth Management2,848$295K0.0%-42.9%0.002%
5/14/2026 Lido Advisors LLC3,315$343K0.0%+7.9%0.002%
5/13/2026 Cetera Investment Advisers453,628$46.92M0.0%+1.6%0.316%
5/13/2026 Wealthspire 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%
5/13/2026 Alesco 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%
5/12/2026 CacheTech Inc.3,344$346K0.1%-3.9%0.002%
5/8/2026 PNC Financial Services Group Inc.157,585$16.30M0.0%-5.7%0.110%
5/8/2026 JSF Financial LLC142,972$14.79M2.9%-34.1%0.100%
5/7/2026 AlTi Global Inc.505,346$52.27M1.1%-2.4%0.352%
5/7/2026 Van Strum & Towne Inc.28,657$2.96M0.9%+9.5%0.020%
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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%
5/7/2026 Koss Olinger Consulting LLC33,375$3.45M0.3%+14.8%0.023%
5/7/2026 Vision Retirement LLC830$86K0.0%-39.4%0.001%
5/7/2026 Hanseatic Management Services Inc.13,442$1.39M1.3%N/A0.009%
5/7/2026 Hershey Financial Advisers LLC37,673$3.90M3.4%N/A0.026%
5/6/2026 Modera Wealth Management LLC2,442,854$252.66M3.0%+7.2%1.701%
5/6/2026 Assetmark Inc.42,584$4.40M0.0%-90.6%0.030%
5/6/2026 Gould Asset Management LLC CA469,722$48.58M8.4%+15.3%0.327%
5/6/2026 Sofi Wealth LLC33,576$3.47M0.2%+8.8%0.023%


STIP Institutional Ownership - Frequently Asked Questions

During the previous two years, 859 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 775 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 ($981.30K), and Assetmark Inc. ($860.10K).

Institutional investors have bought a total of 15,786,603 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

Of the 304 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 9,503,791 shares in the last 24 months. This volume of shares sold represents approximately $977.71M in transactions.


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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 8/13/2026. New 13F filings are added each quarter as they're published.
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