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

iShares 0-5 Year TIPS Bond ETF logo
$100.77 -0.07 (-0.07%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Number of
Institutional Buyers
(last 12 months)
329
Total
Institutional Inflows
(last 12 months)
$1.80B
Number of
Institutional Sellers
(last 12 months)
305
Total
Institutional Outflows
(last 12 months)
$1.12B
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STIP Institutional Buying and Selling by Quarter

iShares 0-5 Year TIPS Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Soltis Investment Advisors LLC36,916$3.74M0.4%-2.2%0.046%
11/18/2024 Rehmann Capital Advisory Group2,829$287K0.0%-32.2%0.003%
11/18/2024 Virtue Capital Management LLC5,538$561K0.1%+20.8%0.007%
11/18/2024 Arete Wealth Advisors LLC7,945$804K0.1%-15.0%0.010%
11/18/2024 Coldstream Capital Management Inc.1,975$200K0.0%N/A0.002%
11/15/2024 Executive Wealth Management LLC2,649$268K0.0%N/A0.003%
11/15/2024 Continuum Advisory LLC5,995$603K0.1%+23.0%0.007%
11/15/2024 Glass Jacobson Investment Advisors llc12,751$1.29M0.4%-1.8%0.016%
11/15/2024 MML Investors Services LLC120,463$12.21M0.0%+23.3%0.149%
11/15/2024 Passive Capital Management LLC.31,447$3.19M1.1%+64.7%0.039%
11/15/2024 Orion Portfolio Solutions LLC183,334$18.58M0.4%+6.4%0.227%
11/15/2024 EP Wealth Advisors LLC10,083$1.02M0.0%-23.2%0.012%
11/15/2024 Insigneo Advisory Services LLC4,250$431K0.0%-12.9%0.005%
11/15/2024 Jane Street Group LLC34,128$3.46M0.0%-25.9%0.042%
11/15/2024 State Street Corp673,376$68.23M0.0%-3.3%0.832%
11/15/2024 Stifel Financial Corp132,472$13.42M0.0%-3.6%0.164%
11/15/2024 IHT Wealth Management LLC15,932$1.62M0.0%+79.3%0.020%
11/15/2024 Integrated Wealth Concepts LLC199,270$20.19M0.2%+99.6%0.246%
11/15/2024 HighTower Advisors LLC240,797$24.39M0.0%+14.0%0.298%
11/15/2024 Hilltop Holdings Inc.5,594$567K0.0%-78.1%0.007%
11/14/2024 Edgestream Partners L.P.10,369$1.05M0.0%N/A0.013%
11/14/2024 Flow Traders U.S. LLC41,330$4.19M0.2%-53.1%0.051%
11/14/2024 Captrust Financial Advisors20,278$2.06M0.0%-3.4%0.025%
11/14/2024 Rockefeller Capital Management L.P.21,152$2.14M0.0%-3.7%0.026%
11/14/2024 Bell Investment Advisors Inc19,387$1.96M0.4%-1.8%0.024%
11/14/2024 CreativeOne Wealth LLC30,443$3.08M0.1%+16.2%0.038%
11/13/2024 Freedom Investment Management Inc.11,829$1.20M0.1%-7.1%0.015%
11/13/2024 Townsquare Capital LLC105,465$10.69M0.1%-63.2%0.130%
11/13/2024 BNP Paribas Financial Markets1,103$112K0.0%-93.5%0.001%
11/13/2024 FMR LLC3,015,348$305.52M0.0%-3.0%3.727%
11/13/2024 Private Trust Co. NA6,127$621K0.1%-12.2%0.008%
11/12/2024 Centaurus Financial Inc.28,090$2.85M0.2%-2.1%0.035%
11/12/2024 Cerity Partners LLC482,404$48.70M0.1%+2.9%0.596%
11/12/2024 Alesco Advisors LLC105,568$10.70M0.3%+1.7%0.130%
11/12/2024 Nwam LLC10,687$1.08M0.1%N/A0.013%
11/12/2024 Altiora Financial Group LLC46,378$4.70M1.0%+1.3%0.057%
11/12/2024 49 Wealth Management LLC11,537$1.17M0.2%-40.6%0.014%
11/9/2024 LPL Financial LLC1,463,439$148.28M0.1%+16.0%1.809%
11/8/2024 First Horizon Advisors Inc.66,072$6.69M0.2%-3.3%0.082%
11/8/2024 PNC Financial Services Group Inc.180,569$18.30M0.0%-5.1%0.223%
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11/8/2024 Equita Financial Network Inc.53,570$5.43M2.0%+10.8%0.066%
11/8/2024 BIP Wealth LLC103,874$10.53M0.7%+18.0%0.128%
11/8/2024 Prospera Financial Services Inc3,003$304K0.0%-51.9%0.004%
11/7/2024 Vertex Planning Partners LLC2,506$254K0.1%-8.0%0.003%
11/7/2024 Amara Financial LLC.9,188$931K0.9%N/A0.011%
11/7/2024 Fortis Advisors LLC24,866$2.52M1.6%+0.6%0.031%
11/7/2024 Elm Partners Management LLC104,823$10.62M0.7%-42.4%0.130%
11/7/2024 J. W. Coons Advisors LLC2,630$266K0.1%-7.6%0.003%
11/7/2024 Phillips Financial Management LLC28,280$2.87M0.2%-15.8%0.035%
11/7/2024 Chesapeake Capital Corp IL30,299$3.07M2.8%+27.9%0.037%
11/7/2024 Peterson Financial Group Inc.1,745$177K0.7%N/A0.002%
11/6/2024 Heritage Investment Group Inc.14,807$1.50M0.3%+5.2%0.018%
11/6/2024 TSA Wealth Managment LLC3,990$404K0.2%-38.7%0.005%
11/6/2024 Empowered Funds LLC230,414$23.33M0.4%+3.0%0.285%
11/6/2024 OneDigital Investment Advisors LLC22,388$2.27M0.0%-19.7%0.028%
11/6/2024 Cable Hill Partners LLC39,259$3.98M0.4%-76.9%0.049%
11/6/2024 Kovack Advisors Inc.4,040$409K0.0%-26.9%0.005%
11/6/2024 Pinnacle Financial Partners Inc46,081$4.67M0.1%-4.6%0.057%
11/5/2024 Haverford Trust Co580,463$58.81M0.6%-1.0%0.718%
11/5/2024 Buck Wealth Strategies LLC47,079$4.77M1.5%-7.6%0.058%
11/5/2024 Victory Capital Management Inc.370,019$37.49M0.0%+57.1%0.457%
11/5/2024 Aptus Capital Advisors LLC38,667$3.92M0.1%+4.1%0.048%
11/5/2024 Prime Capital Investment Advisors LLC179,682$18.21M0.3%-1.1%0.222%
11/5/2024 Savvy Advisors Inc.5,417$549K0.1%-2.0%0.007%
11/5/2024 Ashton Thomas Private Wealth LLC12,133$1.23M0.1%-2.3%0.015%
11/5/2024 Jeppson Wealth Management LLC184,270$18.67M6.7%-0.3%0.228%
11/5/2024 Northwest Wealth Management LLC9,111$923K0.2%-16.7%0.011%
11/5/2024 Nations Financial Group Inc. IA ADV27,881$2.83M0.2%+29.2%0.034%
11/4/2024 Disciplined Investments LLC6,753$684K0.3%-29.0%0.008%
11/4/2024 Sigma Planning Corp30,758$3.12M0.1%-11.8%0.038%
11/2/2024 Ted Buchan & Co5,639$571K0.3%-25.5%0.007%
11/2/2024 Austin Asset Management Co Inc268,429$27.20M5.5%+0.6%0.332%
11/1/2024 Atria Investments Inc32,548$3.30M0.0%-2.1%0.040%
11/1/2024 Executive Wealth Management LLC2,649$268K0.0%N/A0.003%
11/1/2024 Galvin Gaustad & Stein LLC130,312$13.20M1.2%+3.0%0.161%
11/1/2024 CWA Asset Management Group LLC2,009$204K0.0%N/A0.002%
11/1/2024 Beckerman Institutional LLC22,527$2.28M1.9%N/A0.028%
11/1/2024 Leavell Investment Management Inc.57,930$5.87M0.3%+17.5%0.072%
11/1/2024 Burt Wealth Advisors120,934$12.25M3.0%+1.8%0.149%
11/1/2024 Stone Point Wealth LLC23,855$2.42M0.8%+8.2%0.029%
10/31/2024 Mine & Arao Wealth Creation & Management LLC.4,008$406K0.2%-5.7%0.005%
10/31/2024 Portside Wealth Group LLC16,255$1.65M0.3%-11.1%0.020%
10/31/2024 Principal Financial Group Inc.10,220$1.04M0.0%-49.5%0.013%
10/31/2024 Hanseatic Management Services Inc.10,965$1.11M1.6%N/A0.014%
10/31/2024 Trademark Financial Management LLC3,295$334K0.3%N/A0.004%
10/30/2024 Beacon Financial Advisory LLC5,058$512K0.2%-9.3%0.006%
10/30/2024 Ameritas Advisory Services LLC42,971$4.35M0.2%-14.8%0.053%
10/30/2024 W.H. Cornerstone Investments Inc.2,027$205K0.1%N/A0.003%
10/30/2024 Madden Advisory Services Inc.29,221$2.96M1.4%+1.2%0.036%
10/30/2024 Lutz Financial Services LLC54,087$5.48M0.4%+29.2%0.067%
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10/29/2024 Latitude Advisors LLC9,686$981K0.6%+2.8%0.012%
10/29/2024 Pure Financial Advisors LLC283,628$28.74M0.7%-7.5%0.351%
10/29/2024 Princeton Global Asset Management LLC10,765$1.09M0.2%-6.7%0.013%
10/29/2024 Brooklyn FI LLC18,839$1.91M0.7%+6.2%0.023%
10/29/2024 James Investment Research Inc.26,600$2.70M0.3%-1.8%0.033%
10/29/2024 Tower Wealth Partners Inc.29,659$3.01M1.7%-1.5%0.037%
10/29/2024 Farther Finance Advisors LLC2,633$267K0.0%+135.5%0.003%
10/28/2024 Gladstone Institutional Advisory LLC22,184$2.25M0.1%N/A0.027%
10/28/2024 Sensible Financial Planning & Management LLC.202,099$20.48M4.0%+1.5%0.250%
10/28/2024 Creative Financial Designs Inc. ADV16,363$1.66M0.1%+4.1%0.020%
(Data available from 1/1/2016 forward)

STIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STIP shares?

During the previous two years, 729 institutional investors and hedge funds held shares of iShares 0-5 Year TIPS Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($411.24M), FMR LLC ($305.52M), Bank of America Corp DE ($294.14M), Personal Capital Advisors Corp ($239.74M), Tiedemann Advisors LLC ($229.55M), Ameriprise Financial Inc. ($190.57M), and Modera Wealth Management LLC ($183.55M).Learn more on STIP's institutional investors.

Which institutional investors have been buying iShares 0-5 Year TIPS Bond ETF stock?

Of the 580 institutional investors that purchased iShares 0-5 Year TIPS Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norden Group LLC ($9.49M), Charles Schwab Investment Management Inc. ($4.61M), Portside Wealth Group LLC ($2.72M), Empower Advisory Group LLC ($2.65M), Tiedemann Advisors LLC ($2.34M), FMR LLC ($1.84M), and Financial Gravity Asset Management Inc. ($1.67M).

How much institutional buying is happening at iShares 0-5 Year TIPS Bond ETF?

Institutional investors have bought a total of 50,457,847 shares in the last 24 months. This purchase volume represents approximately $4.96B in transactions.

Which iShares 0-5 Year TIPS Bond ETF major shareholders have been selling company stock?

Of the 508 institutional investors that sold iShares 0-5 Year TIPS Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($8.14M), Empower Advisory Group LLC ($2.68M), Norden Group LLC ($2.21M), Ameriprise Financial Inc. ($2.16M), Financial Gravity Asset Management Inc. ($1.54M), 3EDGE Asset Management LP ($1.25M), and UBS Group AG ($899.68K).

How much institutional selling is happening at iShares 0-5 Year TIPS Bond ETF?

Institutional investors have sold a total of 41,527,026 shares in the last 24 months. This volume of shares sold represents approximately $4.07B in transactions.



This page (NYSEARCA:STIP) was last updated on 11/22/2024 by MarketBeat.com Staff
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