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

iShares 0-5 Year TIPS Bond ETF logo
$101.09 -0.06 (-0.06%)
As of 01/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
319
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
300
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
1/21/2025SWP Financial LLC2,508$252K0.2%-14.0%0.003%
1/21/2025Park Edge Advisors LLC75,641$7.61M2.2%-34.2%0.093%
1/21/2025Flagship Harbor Advisors LLC4,941$497K0.0%-7.8%0.006%
1/21/2025Toth Financial Advisory Corp3,500$352K0.0%-7.5%0.004%
1/21/2025CFS Investment Advisory Services LLC34,767$3.50M0.3%+7.6%0.043%
1/21/2025Cyndeo Wealth Partners LLC5,734$577K0.0%-10.1%0.007%
1/21/2025Geneos Wealth Management Inc.2,517$253K0.0%-38.5%0.003%
1/21/2025Fifth Third Bancorp2,369$238K0.0%+9.5%0.003%
1/21/2025Pflug Koory LLC476$48K0.0%+534.7%0.001%
1/21/2025Patriot Investment Management Group Inc.7,847$789K0.1%+11.9%0.010%
1/21/2025RFG Advisory LLC11,537$1.16M0.0%N/A0.014%
1/21/2025Montecito Bank & Trust5,200$523K0.1%N/A0.006%
1/17/2025 Arkansas Financial Group Inc.142,194$14.31M2.3%+21.5%0.176%
1/17/2025 Galvin Gaustad & Stein LLC131,782$13.26M1.2%+1.1%0.163%
1/17/2025 Mutual Advisors LLC30,925$3.13M0.1%-5.4%0.038%
1/17/2025 First PREMIER Bank13,279$1.34M0.3%+1.0%0.016%
1/17/2025 Echo45 Advisors LLC39,353$3.96M2.6%-64.1%0.049%
1/17/2025 Independent Wealth Network Inc.19,310$1.94M0.8%+18.6%0.024%
1/17/2025 Janney Montgomery Scott LLC5,886$592K0.0%-7.1%0.007%
1/17/2025 Lake Hills Wealth Management LLC28,437$2.86M2.0%-12.5%0.035%
1/17/2025 LifeGuide Financial Advisors LLC23,300$2.34M1.0%+13.4%0.029%
1/17/2025 Corepath Wealth Partners LLC11,818$1.19M1.2%-7.2%0.015%
1/17/2025 Perfromance Wealth Partners LLC54,081$5.44M0.2%+1.3%0.067%
1/17/2025 Chesley Taft & Associates LLC20,632$2.08M0.1%+77.0%0.026%
1/17/2025 Prosperity Planning Inc.16,413$1.65M0.5%-2.2%0.020%
1/16/2025 First United Bank & Trust1,914$193K0.1%+19.2%0.002%
1/16/2025 Sugar Maple Asset Management LLC60,014$6.04M4.6%N/A0.074%
1/16/2025 Pure Financial Advisors LLC252,400$25.39M0.6%-11.0%0.312%
1/16/2025 Prairiewood Capital LLC5,026$506K0.2%+17.1%0.006%
1/16/2025 Breakwater Investment Management11,893$1.20M0.5%+12.3%0.015%
1/16/2025 LaFleur & Godfrey LLC4,895$492K0.1%-2.7%0.006%
1/16/2025 Maltin Wealth Management Inc.24,716$2.49M1.2%+9.6%0.031%
1/16/2025 Diversify Advisory Services LLC6,368$641K0.0%+33.7%0.008%
1/16/2025 Diversify Wealth Management LLC4,949$498K0.0%+25.1%0.006%
1/16/2025 LVW Advisors LLC380,738$38.30M4.6%+7.5%0.471%
1/16/2025 Successful Portfolios LLC15,786$1.59M1.1%+2.7%0.020%
1/15/2025 Portside Wealth Group LLC16,114$1.63M0.3%-0.9%0.020%
1/15/2025 Walker Financial Services Inc.140,533$14.14M8.2%+39.5%0.174%
1/15/2025 Hanseatic Management Services Inc.10,200$1.03M1.3%-7.0%0.013%
1/15/2025 Ameritas Advisory Services LLC19,805$1.99M0.1%-53.9%0.024%
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1/15/2025 CGN Advisors LLC5,607$564K0.1%+59.2%0.007%
1/15/2025 Alhambra Investment Management LLC53,729$5.41M2.8%+19.4%0.066%
1/15/2025 Arkadios Wealth Advisors2,221$223K0.0%-21.4%0.003%
1/15/2025 Trivant Custom Portfolio Group LLC53,593$5.39M3.1%+2.7%0.066%
1/15/2025 Wealthcare Advisory Partners LLC898,882$90.43M2.5%+8.2%1.111%
1/15/2025 Wealthcare Capital Management LLC773,056$77.77M7.8%+6.2%0.956%
1/15/2025 RDA Financial Network16,848$1.70M0.5%-55.4%0.021%
1/15/2025 Empirical Asset Management LLC5,791$583K0.0%+7.6%0.007%
1/15/2025 Fermata Advisors LLC14,732$1.48M0.3%-3.8%0.018%
1/15/2025 Retireful LLC33,981$3.42M1.9%-1.0%0.042%
1/15/2025 JGP Wealth Management LLC3,958$398K0.1%+40.1%0.005%
1/15/2025 Ritholtz Wealth Management1,572,147$158.16M4.6%+3.9%1.943%
1/14/2025 Sterling Investment Advisors LLC ADV71,625$7.21M4.2%+1.8%0.089%
1/14/2025 Park Avenue Securities LLC2,075$209K0.0%-36.0%0.003%
1/14/2025 Sovereign Financial Group Inc.4,157$418K0.1%+21.4%0.005%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.6,972$701K0.3%-6.1%0.009%
1/14/2025 Sharper & Granite LLC14,895$1.50M0.7%-22.2%0.018%
1/14/2025 Ignite Planners LLC10,934$1.10M0.2%+28.5%0.014%
1/14/2025 Breakwater Capital Group24,905$2.51M0.5%+2.0%0.031%
1/14/2025 Wallace Advisory Group LLC6,564$665K0.5%-27.9%0.008%
1/14/2025 Fortis Advisors LLC25,017$2.52M1.7%+0.6%0.031%
1/14/2025 Signal Advisors Wealth LLC17,744$1.79M0.2%+143.7%0.022%
1/13/2025 Pinnacle Wealth Management Group Inc.19,830$2.00M1.2%-14.3%0.025%
1/13/2025 CHB Investment Group LLC32,001$3.22M1.7%+4.5%0.040%
1/13/2025 AdvisorNet Financial Inc3,019$304K0.0%+102.9%0.004%
1/13/2025 Signet Financial Management LLC54,134$5.45M0.7%-4.6%0.067%
1/13/2025 Courier Capital LLC98,272$9.89M0.7%-0.3%0.121%
1/13/2025 Miracle Mile Advisors LLC9,092$915K0.0%-8.7%0.011%
1/13/2025 Friedenthal Financial39,730$4.00M2.3%+2.4%0.049%
1/13/2025 Kwmg LLC156,766$15.77M1.6%+0.3%0.194%
1/13/2025 New Capital Management LP106,170$10.68M3.1%-2.4%0.131%
1/13/2025 Eagle Bay Advisors LLC2,600$262K0.2%-35.0%0.003%
1/13/2025 Parkside Advisors LLC194,852$19.60M4.6%+3.7%0.241%
1/13/2025 Brookstone Capital Management139,656$14.05M0.2%-24.8%0.173%
1/13/2025 City State Bank58,973$5.93M2.1%+2.1%0.073%
1/13/2025 Matrix Trust Co2,626$264K0.0%+156.9%0.003%
1/10/2025 HBW Advisory Services LLC23,167$2.33M0.3%-28.0%0.029%
1/10/2025 Ridgewood Investments LLC818$82K0.0%+33.0%0.001%
1/7/2025 FC Advisory LLC4,928$496K0.2%+3.1%0.006%
1/7/2025 Horizons Wealth Management1,006$101K0.1%-37.1%0.001%
1/6/2025 Canandaigua National Bank & Trust Co.16,750$1.69M0.2%-8.4%0.021%
12/26/2024JPMorgan Chase & Co.512,440$51.92M0.0%+1.3%0.633%
12/19/2024Principal Financial Group Inc.10,220$1.04M0.0%-49.5%0.013%
12/13/2024B. Riley Wealth Advisors Inc.54,727$5.55M0.2%-4.8%0.068%
12/2/2024Capasso Planning Partners LLC15,127$1.53M0.5%+0.9%0.019%
11/25/2024Synovus Financial Corp7,579$768K0.0%-16.9%0.009%
11/25/2024Tidal Investments LLC30,299$3.07M0.0%+27.9%0.037%
11/25/2024Destination Wealth Management710,445$71.98M2.2%+3.2%0.878%
11/25/2024World Investment Advisors LLC4,077$413K0.0%-42.8%0.005%
11/25/2024Sanctuary Advisors LLC5,653$570K0.0%-62.6%0.007%
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11/18/2024Soltis Investment Advisors LLC36,916$3.74M0.4%-2.2%0.046%
11/18/2024Rehmann Capital Advisory Group2,829$287K0.0%-32.2%0.003%
11/18/2024Virtue Capital Management LLC5,538$561K0.1%+20.8%0.007%
11/18/2024Arete Wealth Advisors LLC7,945$804K0.1%-15.0%0.010%
11/18/2024Coldstream Capital Management Inc.1,975$200K0.0%N/A0.002%
11/15/2024Executive Wealth Management LLC2,649$268K0.0%N/A0.003%
11/15/2024Continuum Advisory LLC5,995$603K0.1%+23.0%0.007%
11/15/2024Glass Jacobson Investment Advisors llc12,751$1.29M0.4%-1.8%0.016%
11/15/2024MML Investors Services LLC120,463$12.21M0.0%+23.3%0.149%
11/15/2024Passive Capital Management LLC.31,447$3.19M1.1%+64.7%0.039%
(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, 728 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 579 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 50,048,034 shares in the last 24 months. This purchase volume represents approximately $4.92B in transactions.

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

Of the 510 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), UBS Group AG ($899.68K), and Bank of America Corp DE ($890.06K).

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

Institutional investors have sold a total of 40,414,469 shares in the last 24 months. This volume of shares sold represents approximately $3.96B in transactions.



This page (NYSEARCA:STIP) was last updated on 1/22/2025 by MarketBeat.com Staff
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