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

iShares 0-5 Year TIPS Bond ETF logo
$102.91 +0.12 (+0.12%)
As of 03/25/2025 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)
384
Total
Institutional Inflows
(last 12 months)
$2.11B
Number of
Institutional Sellers
(last 12 months)
287
Total
Institutional Outflows
(last 12 months)
$1.07B
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STIP Institutional Buying and Selling by Quarter

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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
3/24/2025Avant Financial Advisors LLC4,965$499K0.5%N/A0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC214,112$21.54M0.0%-9.0%0.194%
3/17/2025 NorthCrest Asset Manangement LLC60,139$6.05M0.2%+3.6%0.055%
3/13/2025Silver Oak Wealth Advisors Services LLC3,165$318K0.3%N/A0.003%
3/12/2025 Centaurus Financial Inc.6,880$692K0.0%-75.5%0.006%
3/6/2025 Copia Wealth Management30,562$3.08M2.9%N/A0.028%
3/4/2025 Comprehensive Money Management Services LLC12,936$1.30M1.1%N/A0.012%
3/4/2025 Dogwood Wealth Management LLC48,778$4.91M2.6%-66.6%0.045%
2/28/2025 BridgePort Financial Solutions LLC19,581$2.00M0.9%N/A0.018%
2/28/2025 Brooklyn FI LLC19,174$1.93M0.3%+1.8%0.018%
2/27/2025 XY Planning Network Inc.16,389$1.65M1.2%N/A0.015%
2/26/2025 Virtue Capital Management LLC5,239$527K0.1%-5.4%0.005%
2/26/2025 Advisor Resource Council3,956$398K0.3%N/A0.004%
2/25/2025 Heck Capital Advisors LLC25,251$2.54M0.2%N/A0.023%
2/25/2025 B. Riley Wealth Advisors Inc.53,174$5.35M0.2%-2.8%0.049%
2/25/2025 Integrated Advisors Network LLC6,041$608K0.0%-2.1%0.006%
2/24/2025 H&H Retirement Design & Management INC16,185$1.65M1.0%-2.3%0.015%
2/24/2025 Ameriflex Group Inc.567$58K0.0%N/A0.001%
2/21/2025 Ascent Group LLC5,170$520K0.0%N/A0.006%
2/20/2025 Mackenzie Financial Corp53,000$5.33M0.0%+14.7%0.066%
2/18/2025 GTS Securities LLC7,841$789K0.0%-21.4%0.010%
2/18/2025 Fourth Dimension Wealth LLC722$73K0.0%N/A0.001%
2/18/2025 49 Wealth Management LLC8,455$851K0.1%-26.7%0.010%
2/18/2025 Focus Partners Advisor Solutions LLC11,041$1.11M0.0%-12.6%0.014%
2/17/2025 Wilshire Advisors LLC304,072$30.59M11.2%+42.4%0.376%
2/17/2025 WBI Investments LLC14,855$1.49M0.4%-43.5%0.018%
2/17/2025 Tidal Investments LLC30,162$3.03M0.0%-0.5%0.037%
2/17/2025 TrinityPoint Wealth LLC3,761$378K0.1%N/A0.005%
2/17/2025 Stadion Money Management LLC143,502$14.44M1.1%-3.1%0.177%
2/17/2025 Strategic Wealth Partners Ltd.3,813$388K0.0%-21.9%0.005%
2/17/2025 Snowden Capital Advisors LLC8,612$866K0.0%-8.1%0.011%
2/17/2025 Royal Bank of Canada183,168$18.43M0.0%-11.4%0.226%
2/17/2025 Redwood Financial Network Corp2,273$229K0.2%+7.8%0.003%
2/17/2025 Quadcap Wealth Management LLC51,587$5.19M0.8%+85.8%0.064%
2/17/2025 Obermeyer Wealth Partners5,980$602K0.0%-7.2%0.007%
2/17/2025 Greenline Partners LLC215,989$21.73M3.0%-0.6%0.267%
2/17/2025 Focus Partners Wealth30,510$3.07M0.0%+6.1%0.038%
2/17/2025 Forefront Analytics LLC24,897$2.51M1.2%+51.9%0.031%
2/17/2025 Ewing Morris & Co. Investment Partners Ltd.10,385$1.05M0.4%N/A0.013%
2/17/2025 Fairview Capital Investment Management LLC24,021$2.42M0.1%+12.3%0.030%
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2/17/2025 EP Wealth Advisors LLC9,495$955K0.0%-5.8%0.012%
2/17/2025 Cornerstone Financial Group LLC NE 47,234$4.75M4.7%N/A0.058%
2/17/2025 Cetera Investment Advisers371,884$37.41M0.1%+0.2%0.460%
2/17/2025 Cary Street Partners Financial LLC3,650$367K0.0%N/A0.005%
2/17/2025 Chapman Financial Group LLC325$33K0.0%N/A0.000%
2/17/2025 Brown Wealth Management LLC16,321$1.64M0.6%+5.9%0.020%
2/17/2025 Baird Financial Group Inc.57,199$5.75M0.0%+2.2%0.071%
2/17/2025 Beaumont Capital Management LLC27,837$2.80M2.2%N/A0.034%
2/17/2025 Bank of America Corp DE1,205,971$121.32M0.0%-1.6%1.491%
2/17/2025 BIP Wealth LLC113,529$11.42M0.8%+9.3%0.140%
2/17/2025 BNP Paribas Financial Markets215,220$21.65M0.0%+19,412.2%0.266%
2/17/2025 Ameriprise Financial Inc.525,644$52.89M0.0%-19.2%0.650%
2/17/2025 Ancora Advisors LLC160,136$16.11M0.4%+9.7%0.198%
2/17/2025 Aptus Capital Advisors LLC43,854$4.41M0.0%+13.4%0.054%
2/17/2025 AlTi Global Inc.651,553$65.55M1.6%-5.9%0.805%
2/17/2025 Acorn Financial Advisory Services Inc. ADV7,609$765K0.1%+9.5%0.009%
2/14/2025 Mercer Global Advisors Inc. ADV63,591$6.40M0.0%-29.8%0.079%
2/14/2025 Lido Advisors LLC2,675$269K0.0%-17.1%0.003%
2/14/2025 Northern Trust Corp4,482$451K0.0%N/A0.006%
2/14/2025 The Manufacturers Life Insurance Company 22,000$2.21M0.0%N/A0.027%
2/14/2025 Beacon Pointe Advisors LLC124,608$12.54M0.1%-6.1%0.154%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.1,567$158K0.1%N/A0.002%
2/14/2025 Prosperity Consulting Group LLC12,998$1.31M0.1%+110.0%0.016%
2/14/2025 SCS Capital Management LLC301,924$30.37M0.6%-1.5%0.373%
2/14/2025 Coldstream Capital Management Inc.4,440$447K0.0%+124.8%0.005%
2/14/2025 Capital Analysts LLC1,315$132K0.0%+58.6%0.002%
2/14/2025 Integrated Wealth Concepts LLC295,264$29.70M0.3%+48.2%0.365%
2/14/2025 MGO One Seven LLC44,137$4.44M0.2%+63.1%0.055%
2/14/2025 IHT Wealth Management LLC5,534$557K0.0%-65.3%0.007%
2/14/2025 Stifel Financial Corp121,841$12.26M0.0%-8.0%0.151%
2/14/2025 OneDigital Investment Advisors LLC16,349$1.65M0.0%-27.0%0.020%
2/14/2025 Transce3nd LLC250$25K0.0%N/A0.000%
2/14/2025 MML Investors Services LLC86,746$8.73M0.0%-28.0%0.107%
2/14/2025 Freedom Investment Management Inc.8,513$856K0.1%-28.0%0.011%
2/14/2025 Holcombe Financial Inc.102,986$10.36M8.5%N/A0.127%
2/14/2025 Adams Wealth Management3,664$369K0.1%N/A0.005%
2/13/2025 NewEdge Advisors LLC41,398$4.17M0.0%+8.1%0.051%
2/13/2025 Stonehaven Wealth & Tax Solutions LLC3,826$385K0.4%N/A0.005%
2/13/2025 CacheTech Inc.3,664$369K0.1%N/A0.005%
2/13/2025 Guggenheim Capital LLC132,496$13.33M0.1%+4.5%0.164%
2/13/2025 LaSalle St. Investment Advisors LLC9,038$909K0.3%+15.9%0.011%
2/13/2025 Madden Advisory Services Inc.29,394$2.96M1.4%+0.6%0.036%
2/13/2025 Belpointe Asset Management LLC28,304$2.84M0.2%+22.4%0.035%
2/13/2025 Hanlon Investment Management Inc.2,552$257K0.1%N/A0.003%
2/13/2025 CreativeOne Wealth LLC30,558$3.07M0.1%+0.4%0.038%
2/13/2025 Mariner LLC14,236$1.43M0.0%-54.8%0.018%
2/13/2025 SageView Advisory Group LLC2,669$268K0.0%N/A0.003%
2/13/2025 Elm Partners Management LLC179,779$18.09M1.2%+71.5%0.222%
2/13/2025 Savvy Advisors Inc.5,645$568K0.1%+4.2%0.007%
2/13/2025 Summit Investment Advisors Inc.3,587$361K0.3%-3.2%0.004%
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2/13/2025 Synovus Financial Corp6,200$624K0.0%-18.2%0.008%
2/13/2025 Hudson Portfolio Management LLC23,390$2.35M2.3%+13.0%0.029%
2/13/2025 BTG Pactual Asset Management US LLC32,538$3.19M0.3%+6.9%0.040%
2/13/2025 Townsquare Capital LLC179,728$18.08M0.2%+70.4%0.222%
2/13/2025 Aquire Wealth Advisors LLC10,993$1.11M0.3%-8.9%0.014%
2/13/2025 Rockefeller Capital Management L.P.20,964$2.11M0.0%-0.9%0.026%
2/13/2025 NFP Retirement Inc.17,265$1.74M0.1%+25.0%0.021%
2/13/2025 Glass Jacobson Investment Advisors llc12,517$1.26M0.4%-1.8%0.015%
2/13/2025 Kelman Lazarov Inc.252,997$25.45M4.6%+2.8%0.313%
2/13/2025 Scotia Capital Inc.7,768$781K0.0%+117.0%0.010%
(Data available from 1/1/2016 forward)

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STIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STIP shares?

During the previous two years, 755 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 ($332.87M), Tiedemann Advisors LLC ($229.55M), Modera Wealth Management LLC ($190.56M), Ritholtz Wealth Management ($158.16M), LPL Financial LLC ($154.82M), and 3EDGE Asset Management LP ($126.91M).Learn more on STIP's institutional investors.

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

Of the 600 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), Portside Wealth Group LLC ($2.72M), Empower Advisory Group LLC ($2.65M), FMR LLC ($2.13M), Financial Gravity Asset Management Inc. ($1.67M), Brooklyn FI LLC ($1.21M), and Dynasty Wealth Management LLC ($884.55K).

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

Institutional investors have bought a total of 44,886,209 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

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

Of the 495 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), Ameriprise Financial Inc. ($2.29M), Norden Group LLC ($2.21M), Financial Gravity Asset Management Inc. ($1.54M), Envestnet Asset Management Inc. ($889.67K), and 3EDGE Asset Management LP ($687.47K).

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

Institutional investors have sold a total of 37,257,856 shares in the last 24 months. This volume of shares sold represents approximately $3.66B in transactions.


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This page (NYSEARCA:STIP) was last updated on 3/26/2025 by MarketBeat.com Staff
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