iShares TIPS Bond ETF (TIP) Institutional Ownership

$105.51
-0.16 (-0.15%)
(As of 04:00 PM ET)

Institutional Ownership Changes (13F Filings) for iShares TIPS Bond ETF (NYSEARCA:TIP)

Number of
Institutional Buyers
(last 12 months)
624
Total
Institutional Inflows
(last 12 months)
$108.35B
Number of
Institutional Sellers
(last 12 months)
743
Total
Institutional Outflows
(last 12 months)
$3.05B
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TIP Institutional Buying and Selling by Quarter

iShares TIPS Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Armor Investment Advisors LLC239$26K0.0%-73.7%0.000%
4/25/2024Telos Capital Management Inc.2,062$221K0.0%-15.2%0.001%
4/25/2024 Summit Financial LLC14,542$1.56M0.1%-7.8%0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.245,215$26.34M0.1%-2.7%0.140%
4/24/2024 Leavell Investment Management Inc.2,874$309K0.0%-9.9%0.002%
4/24/2024 Patton Albertson Miller Group LLC25,177$2.70M0.4%+90.6%0.014%
4/24/2024 Zhang Financial LLC26,327$2.83M0.2%-13.7%0.015%
4/24/2024 CENTRAL TRUST Co2,192$235K0.0%+265.3%0.001%
4/24/2024 4Thought Financial Group Inc.4,623$497K0.3%+8.3%0.003%
4/24/2024 Blue Bell Private Wealth Management LLC266$29K0.0%-44.1%0.000%
4/24/2024 Dakota Wealth Management284,640$30.57M0.8%-2.4%0.162%
4/24/2024 Simplicity Wealth LLC23,662$2.54M0.1%+245.8%0.013%
4/24/2024 NBT Bank N A NY38,972$4.19M0.3%+11.2%0.022%
4/24/2024 Spire Wealth Management101,020$10.85M0.4%-1.6%0.058%
4/24/2024 First Pacific Financial294$32K0.0%+197.0%0.000%
4/24/2024 H&H Retirement Design & Management INC64,166$6.79M4.5%-19.6%0.037%
4/24/2024 Bar Harbor Wealth Management5,706$613K0.0%-27.2%0.003%
4/23/2024 Charter Oak Capital Management LLC3,203$344K0.0%-7.9%0.002%
4/23/2024Busey Bank8,658$930K0.0%-21.3%0.005%
4/23/2024 Global Retirement Partners LLC10,955$1.18M0.0%-16.1%0.006%
4/23/2024 Arbor Investment Advisors LLC255,843$27.48M4.0%+2.7%0.146%
4/23/2024 Olympus Wealth Management LLC33,779$3.63M2.2%-13.3%0.019%
4/23/2024 WASHINGTON TRUST Co43,116$4.63M0.2%-16.1%0.025%
4/23/2024 Viewpoint Investment Partners Corp464,000$49.84M38.1%+31.5%0.264%
4/23/2024 Hall Laurie J Trustee698$75K0.0%-41.8%0.000%
4/23/2024 Nations Financial Group Inc. IA ADV24,059$2.58M0.2%-4.8%0.014%
4/23/2024 Fifth Third Bancorp16,154$1.74M0.0%-50.7%0.009%
4/23/2024 Wesbanco Bank Inc.17,978$1.93M0.1%-3.2%0.010%
4/23/2024 McAdam LLC5,980$642K0.0%-12.2%0.003%
4/23/2024 Stablepoint Partners LLC50,300$5.40M1.1%+12.0%0.029%
4/23/2024 Duncker Streett & Co. Inc.7,759$833K0.2%-3.8%0.004%
4/23/2024 Strategic Blueprint LLC10,009$1.08M0.1%-25.5%0.006%
4/23/2024 Rebalance LLC259,264$27.85M2.3%+1.5%0.148%
4/23/2024 Hanson & Doremus Investment Management3,250$349K0.1%-28.8%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.244,467$26.26M0.0%-19.7%0.139%
4/22/2024 Strategic Financial Concepts LLC28,047$3.01M0.7%+2.7%0.016%
4/22/2024 Pacific Life Fund Advisors LLC252,573$27.13M2.7%-0.6%0.144%
4/22/2024 American Financial Advisors LLC13,781$1.48M0.2%-3.2%0.008%
4/22/2024 PFG Investments LLC23,138$2.49M0.2%+25.9%0.013%
4/22/2024 Family Investment Center Inc.2,774$298K0.1%-22.6%0.002%
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4/22/2024 Bay Harbor Wealth Management LLC7,235$777K0.3%-3.3%0.004%
4/22/2024 Parsons Capital Management Inc. RI5,275$567K0.0%-13.5%0.003%
4/22/2024 Horst & Graben Wealth Management LLC16,586$1.78M0.4%-58.5%0.009%
4/22/2024 Raymond James & Associates147,402$15.83M0.0%-27.0%0.084%
4/22/2024 Signature Wealth Management Group40,379$4.27M1.9%-4.9%0.023%
4/19/2024 GenTrust LLC188,471$20.24M1.2%+4.0%0.107%
4/19/2024 Park Edge Advisors LLC3,358$361K0.1%-26.8%0.002%
4/19/2024 RTD Financial Advisors Inc.113,771$12.22M1.6%+3.0%0.065%
4/19/2024 RBA Wealth Management LLC1,873$201K0.1%-7.0%0.001%
4/19/2024 Accel Wealth Management3,588$385K0.2%-8.4%0.002%
4/19/2024 Kovack Advisors Inc.14,534$1.56M0.2%-3.7%0.008%
4/19/2024 DMC Group LLC18,718$2.01M1.7%+1.6%0.011%
4/19/2024 IVC Wealth Advisors LLC8,027$862K0.5%-26.2%0.005%
4/19/2024 AWM Capital LLC8,919$958K0.2%-2.2%0.005%
4/18/2024 Silverlake Wealth Management LLC3,927$422K0.2%-50.1%0.002%
4/18/2024 SeaCrest Wealth Management LLC7,270$781K0.1%-10.2%0.004%
4/18/2024 Quattro Financial Advisors LLC8,269$888K0.3%+7,628.0%0.005%
4/18/2024 Woodmont Investment Counsel LLC458$49K0.0%N/A0.000%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.1,961$211K0.1%N/A0.001%
4/18/2024 AlphaMark Advisors LLC2,100$226K0.1%-19.2%0.001%
4/18/2024 Hexagon Capital Partners LLC1,021$110K0.0%-19.8%0.001%
4/18/2024 Park Place Capital Corp13,714$1.47M0.5%-13.1%0.008%
4/18/2024 Miracle Mile Advisors LLC50,035$5.37M0.1%-2.6%0.028%
4/18/2024 MGO Private Wealth LLC2,848$306K0.2%-12.4%0.002%
4/18/2024 LifeGuide Financial Advisors LLC6,384$686K0.3%-40.4%0.004%
4/18/2024 Fifth Third Securities Inc.15,972$1.72M0.2%-47.4%0.009%
4/18/2024 Aviance Capital Partners LLC9,073$975K0.1%+2.1%0.005%
4/18/2024 Chapin Davis Inc.8,315$893K0.3%-4.1%0.005%
4/18/2024 Pettinga Financial Advisors LLC15,410$1.66M0.4%+17.5%0.009%
4/18/2024 Successful Portfolios LLC2,809$302K0.2%-6.8%0.002%
4/18/2024 SteelPeak Wealth LLC20,338$2.19M0.1%-73.5%0.012%
4/17/2024 Fiduciary Alliance LLC2,019$215K0.0%-19.4%0.001%
4/17/2024 Annapolis Financial Services LLC462$50K0.0%+645.2%0.000%
4/17/2024 Founders Financial Securities LLC41,733$4.48M0.5%-1.6%0.024%
4/17/2024 Guidance Capital Inc.5,642$597K0.2%-50.2%0.003%
4/17/2024 Fox Hill Wealth Management18,978$2.04M1.4%-18.1%0.011%
4/17/2024 Gibson Capital LLC5,424$583K0.1%-14.8%0.003%
4/16/2024 Total Investment Management Inc.2,809$302K0.0%-14.5%0.002%
4/16/2024 OneAscent Financial Services LLC17,487$1.88M0.2%-8.2%0.010%
4/16/2024 Norway Savings Bank12,686$1.36M0.6%+5.8%0.007%
4/16/2024 Bridge Advisory LLC33,342$3.58M1.8%-58.0%0.019%
4/16/2024 Atwater Malick LLC9,088$976K0.3%-11.7%0.005%
4/16/2024 Calton & Associates Inc.16,170$1.74M0.8%-10.8%0.009%
4/16/2024 Pinnacle Bancorp Inc.5,284$568K0.2%+136.1%0.003%
4/16/2024 Register Financial Advisors LLC588$63K0.0%-18.3%0.000%
4/16/2024 180 Wealth Advisors LLC10,505$1.13M0.2%-6.1%0.006%
4/16/2024 Chesley Taft & Associates LLC4,559$490K0.0%-3.4%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC173,142$18.60M0.0%-16.6%0.099%
4/16/2024 Procyon Advisors LLC15,317$1.65M0.1%-4.8%0.009%
4/16/2024 Arkansas Financial Group Inc.259,797$27.91M4.9%-3.9%0.148%
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4/15/2024 Wealthcare Advisory Partners LLC13,693$1.47M0.0%-1.5%0.008%
4/15/2024 SMI Advisory Services LLC36,812$3.93M1.1%N/A0.021%
4/15/2024 Sovereign Financial Group Inc.12,851$1.38M0.4%-0.9%0.007%
4/15/2024 Brookstone Capital Management25,230$2.71M0.0%-32.2%0.014%
4/15/2024 Sunbelt Securities Inc.11,892$1.28M0.1%-74.2%0.007%
4/15/2024 Chemistry Wealth Management LLC8,916$958K0.3%+3.5%0.005%
4/15/2024 Lpwm LLC6,481$686K0.3%-4.0%0.004%
4/15/2024 Flagstar Advisors Inc.5,885$632K0.2%-26.7%0.003%
4/15/2024 Windsor Capital Management LLC5,426$583K0.2%-51.0%0.003%
4/15/2024 Kingswood Wealth Advisors LLC2,721$292K0.0%-62.3%0.002%
(Data available from 1/1/2016 forward)

TIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TIP shares?

During the previous two years, 1,458 institutional investors and hedge funds held shares of iShares TIPS Bond ETF. The most heavily invested institutionals were BlackRock Inc. ($3.21B), Bank of America Corp DE ($1.47B), Morgan Stanley ($610.16M), JPMorgan Chase & Co. ($578.52M), UBS Group AG ($514.40M), Jane Street Group LLC ($511.38M), and Charles Schwab Investment Management Inc. ($388.04M).Learn more on TIP's institutional investors.

Which institutional investors have been buying iShares TIPS Bond ETF stock?

Of the 1,145 institutional investors that purchased iShares TIPS Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($970.08M), JPMorgan Chase & Co. ($22.04M), Envestnet Asset Management Inc. ($7.08M), UBS Group AG ($6.04M), Jane Street Group LLC ($3.50M), Rock Creek Group LP ($2.67M), and BlackRock Inc. ($2.23M).

How much institutional buying is happening at iShares TIPS Bond ETF?

Institutional investors have bought a total of 1,068,157,313 shares in the last 24 months. This purchase volume represents approximately $115.49B in transactions.

Which iShares TIPS Bond ETF major shareholders have been selling company stock?

Of the 1,118 institutional investors that sold iShares TIPS Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($18.08M), FMR LLC ($6.14M), Assetmark Inc. ($3.79M), Personal Capital Advisors Corp ($3.32M), Mitsubishi UFJ Trust & Banking Corp ($3.13M), Bank of America Corp DE ($2.91M), and LPL Financial LLC ($2.21M).

How much institutional selling is happening at iShares TIPS Bond ETF?

Institutional investors have sold a total of 104,058,065 shares in the last 24 months. This volume of shares sold represents approximately $11.50B in transactions.


This page (NYSEARCA:TIP) was last updated on 4/25/2024 by MarketBeat.com Staff

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