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

iShares 0-5 Year TIPS Bond ETF logo
$102.57 +0.12 (+0.12%)
As of 04/16/2025 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)
387
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
291
Total
Institutional Outflows
(last 12 months)
$1.05B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Wealth Enhancement Advisory Services LLC226,878$23.48M0.0%+6.0%0.203%
4/16/2025Tritonpoint Wealth LLC16,758$1.73M0.2%+88.1%0.015%
4/16/2025Matauro LLC8,597$890K0.2%-39.5%0.008%
4/16/2025NorthCrest Asset Manangement LLC52,129$5.39M0.2%-13.3%0.047%
4/16/2025Rockland Trust Co.234,849$24.30M1.2%+5.6%0.211%
4/15/2025 First United Bank & Trust2,080$215K0.1%+8.7%0.002%
4/15/2025 Fifth Third Bancorp2,128$220K0.0%-10.2%0.002%
4/15/2025 Echo45 Advisors LLC38,572$3.99M2.7%-2.0%0.035%
4/15/2025 Alpha Omega Wealth Management LLC24,641$2.55M0.5%-0.4%0.022%
4/15/2025 Investment Partners Asset Management Inc.18,519$1.92M1.5%+6.8%0.017%
4/15/2025 Focus Financial Network Inc.8,547$884K0.0%+4.8%0.008%
4/15/2025 Martin Capital Partners LLC19,326$2M2.4%-5.3%0.017%
4/15/2025 Alhambra Investment Management LLC52,678$5.45M2.8%-2.0%0.047%
4/15/2025 Integrated Advisors Network LLC6,303$652K0.0%+4.3%0.006%
4/15/2025 MADDEN SECURITIES Corp4,395$455K0.2%+5.9%0.004%
4/15/2025 Wealthcare Capital Management LLC775,136$80.20M8.1%+0.3%0.695%
4/15/2025 Wealthcare Advisory Partners LLC933,682$96.61M2.6%+3.9%0.837%
4/15/2025 Signet Financial Management LLC50,421$5.22M0.7%-6.9%0.045%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.6,668$682K0.3%-4.4%0.006%
4/14/2025 Farther Finance Advisors LLC47,885$4.92M0.1%+1,580.8%0.043%
4/14/2025 Portside Wealth Group LLC35,183$3.64M0.6%+6.6%0.032%
4/14/2025 Selective Wealth Management Inc.8,766$897K0.4%-1.6%0.008%
4/14/2025 Courier Capital LLC97,846$10.12M0.7%-0.4%0.088%
4/14/2025 Abacus Planning Group Inc.303,160$31.37M5.5%+5.8%0.272%
4/14/2025 Park Avenue Securities LLC16,631$1.72M0.0%+701.5%0.015%
4/14/2025 Greenspring Advisors LLC6,346$657K0.2%+25.3%0.006%
4/14/2025 Wealthcare Capital Partners LLC47,980$4.96M2.6%-14.6%0.043%
4/14/2025 Miracle Mile Advisors LLC4,556$471K0.0%-49.9%0.004%
4/14/2025 RDA Financial Network15,180$1.57M0.5%-9.9%0.014%
4/14/2025 Buttonwood Financial Group LLC6,556$671K0.4%N/A0.006%
4/11/2025 Lake Hills Wealth Management LLC45,413$4.70M3.2%+59.7%0.041%
4/11/2025 Princeton Global Asset Management LLC8,503$880K0.2%-12.5%0.008%
4/11/2025 Successful Portfolios LLC15,123$1.57M1.1%-4.2%0.014%
4/11/2025 City State Bank64,743$6.70M2.2%+9.8%0.058%
4/11/2025 Disciplined Investments LLC6,148$636K0.3%-2.8%0.006%
4/11/2025 Evexia Wealth LLC18,278$1.88M0.7%+2.6%0.016%
4/11/2025 Sovereign Financial Group Inc.3,909$404K0.1%-6.0%0.004%
4/11/2025 LifeGuide Financial Advisors LLC22,481$2.33M0.9%-3.5%0.020%
4/11/2025 Pinnacle Wealth Management Group Inc.16,047$1.66M1.2%-19.1%0.014%
4/11/2025 Signal Advisors Wealth LLC29,332$3.04M0.3%+65.3%0.026%
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4/11/2025 Prosperity Planning Inc.16,167$1.67M0.5%-1.5%0.014%
4/10/2025 Breakwater Capital Group24,344$2.52M0.4%-2.3%0.022%
4/10/2025 Retireful LLC23,351$2.42M2.4%-31.3%0.021%
4/10/2025 Chesley Taft & Associates LLC22,036$2.28M0.1%+6.8%0.020%
4/10/2025 Boltwood Capital Management3,000$310K0.1%N/A0.003%
4/10/2025 Maltin Wealth Management Inc.25,920$2.68M1.3%+4.9%0.023%
4/10/2025 Fermata Advisors LLC16,217$1.68M0.3%+10.1%0.015%
4/10/2025 Sugar Maple Asset Management LLC64,779$6.70M5.3%+7.9%0.058%
4/10/2025 Matrix Trust Co11,659$1.21M0.2%+344.0%0.010%
4/10/2025 Portside Wealth Group LLC32,995$3.32M0.6%+104.8%0.030%
4/10/2025 Park Edge Advisors LLC78,908$8.17M2.3%+4.3%0.071%
4/10/2025 CGN Advisors LLC5,228$541K0.1%-6.8%0.005%
4/10/2025 Kure Advisory LLC48,544$5.02M3.8%N/A0.044%
4/9/2025 Kwmg LLC159,846$16.54M1.7%+2.0%0.143%
4/9/2025 RFG Advisory LLC27,639$2.86M0.1%+139.6%0.025%
4/9/2025 HBW Advisory Services LLC18,716$1.94M0.3%-19.2%0.017%
4/9/2025 LVW Advisors LLC398,597$41.24M4.9%+4.7%0.357%
4/9/2025 Parkside Advisors LLC194,417$20.12M4.8%-0.2%0.174%
4/9/2025 JGP Wealth Management LLC4,378$453K0.1%+10.6%0.004%
4/9/2025 Wallace Advisory Group LLC16,567$1.67M1.2%+152.4%0.015%
4/8/2025 Spartan Planning & Wealth Management59,303$6.14M5.9%N/A0.053%
4/7/2025 AdvisorNet Financial Inc2,742$284K0.0%-9.2%0.002%
3/24/2025Avant Financial Advisors LLC4,965$499K0.5%N/A0.005%
3/17/2025Wealth Enhancement Advisory Services LLC214,112$21.54M0.0%-9.0%0.194%
3/17/2025NorthCrest 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%
3/12/2025Centaurus Financial Inc.6,880$692K0.0%-75.5%0.006%
3/6/2025Copia Wealth Management30,562$3.08M2.9%N/A0.028%
3/4/2025Comprehensive Money Management Services LLC12,936$1.30M1.1%N/A0.012%
3/4/2025Dogwood Wealth Management LLC48,778$4.91M2.6%-66.6%0.045%
2/28/2025BridgePort Financial Solutions LLC19,581$2.00M0.9%N/A0.018%
2/28/2025Brooklyn FI LLC19,174$1.93M0.3%+1.8%0.018%
2/27/2025XY Planning Network Inc.16,389$1.65M1.2%N/A0.015%
2/26/2025Virtue Capital Management LLC5,239$527K0.1%-5.4%0.005%
2/26/2025Advisor Resource Council3,956$398K0.3%N/A0.004%
2/25/2025Heck Capital Advisors LLC25,251$2.54M0.2%N/A0.023%
2/25/2025B. 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%
2/24/2025H&H Retirement Design & Management INC16,185$1.65M1.0%-2.3%0.015%
2/24/2025Ameriflex Group Inc.567$58K0.0%N/A0.001%
2/21/2025Ascent Group LLC5,170$520K0.0%N/A0.006%
2/20/2025Mackenzie Financial Corp53,000$5.33M0.0%+14.7%0.066%
2/18/2025GTS Securities LLC7,841$789K0.0%-21.4%0.010%
2/18/2025Fourth Dimension Wealth LLC722$73K0.0%N/A0.001%
2/18/202549 Wealth Management LLC8,455$851K0.1%-26.7%0.010%
2/18/2025Focus Partners Advisor Solutions LLC11,041$1.11M0.0%-12.6%0.014%
2/17/2025Wilshire Advisors LLC304,072$30.59M11.2%+42.4%0.376%
2/17/2025WBI Investments LLC14,855$1.49M0.4%-43.5%0.018%
2/17/2025Tidal Investments LLC30,162$3.03M0.0%-0.5%0.037%
2/17/2025TrinityPoint Wealth LLC3,761$378K0.1%N/A0.005%
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2/17/2025Stadion Money Management LLC143,502$14.44M1.1%-3.1%0.177%
2/17/2025Strategic Wealth Partners Ltd.3,813$388K0.0%-21.9%0.005%
2/17/2025Snowden Capital Advisors LLC8,612$866K0.0%-8.1%0.011%
2/17/2025Royal Bank of Canada183,168$18.43M0.0%-11.4%0.226%
2/17/2025Redwood Financial Network Corp2,273$229K0.2%+7.8%0.003%
2/17/2025Quadcap Wealth Management LLC51,587$5.19M0.8%+85.8%0.064%
2/17/2025Obermeyer Wealth Partners5,980$602K0.0%-7.2%0.007%
2/17/2025Greenline Partners LLC215,989$21.73M3.0%-0.6%0.267%
2/17/2025Focus Partners Wealth30,510$3.07M0.0%+6.1%0.038%
2/17/2025Forefront Analytics LLC24,897$2.51M1.2%+51.9%0.031%
(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, 753 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 598 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 ($2.74M), 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 44,935,087 shares in the last 24 months. This purchase volume represents approximately $4.46B in transactions.

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

Of the 499 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 36,904,343 shares in the last 24 months. This volume of shares sold represents approximately $3.63B in transactions.



This page (NYSEARCA:STIP) was last updated on 4/17/2025 by MarketBeat.com Staff
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