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

iShares 0-5 Year TIPS Bond ETF logo
$103.12 -0.07 (-0.07%)
As of 03:03 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Number of
Institutional Buyers
(last 12 months)
557
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
306
Total
Institutional Outflows
(last 12 months)
$594.97M
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Skip Chart & View Institutional Buying and Selling Data

STIP Institutional Buying and Selling by Quarter

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
8/14/2025NewEdge Advisors LLC205,736$21.17M0.1%+104.3%0.170%
8/14/2025Stonehaven Wealth & Tax Solutions LLC5,846$602K0.6%+3.8%0.005%
8/14/2025State Street Corp641,945$66.06M0.0%+0.5%0.531%
8/14/2025Sentinus LLC2,912$300K0.1%N/A0.002%
8/14/2025L2 Asset Management LLC4,422$455K0.1%N/A0.004%
8/14/2025Transce3nd LLC1,136$117K0.0%N/A0.001%
8/14/2025Vertex Planning Partners LLC4,812$495K0.1%-2.8%0.004%
8/14/2025Baker Avenue Asset Management LP223,857$23.04M0.7%+1.2%0.185%
8/14/2025Cary Street Partners Financial LLC2,669$275K0.0%-11.7%0.002%
8/14/2025Cerity Partners LLC598,673$61.43M0.1%+10.4%0.496%
8/13/2025Cary Street Partners Investment Advisory LLC982$101K0.0%N/A0.001%
8/13/2025Financial & Tax Architects LLC19,066$1.96M0.5%N/A0.016%
8/13/2025Flow Traders U.S. LLC131,253$13.51M0.5%N/A0.109%
8/13/2025Cresset Asset Management LLC13,352$1.37M0.0%+4.6%0.011%
8/13/2025SCS Capital Management LLC508,917$52.37M0.6%+2.7%0.421%
8/13/2025Portland Global Advisors LLC174,789$17.99M2.1%-4.2%0.145%
8/13/2025Baird Financial Group Inc.66,073$6.80M0.0%+7.3%0.055%
8/13/2025EverSource Wealth Advisors LLC436$45K0.0%+39.3%0.000%
8/13/2025Guggenheim Capital LLC131,064$13.49M0.1%-1.6%0.108%
8/13/2025Trek Financial LLC48,472$4.99M0.3%+118.9%0.040%
8/13/2025Twin Peaks Wealth Advisors LLC822$85K0.0%N/A0.001%
8/13/2025Beacon Pointe Advisors LLC95,905$9.87M0.1%-16.4%0.079%
8/13/2025Portfolio Design Labs LLC114,263$11.76M2.3%N/A0.095%
8/13/2025ARK & TLK Investments LLC5,872$604K0.2%-4.3%0.005%
8/13/2025Van Hulzen Asset Management LLC21,666$2.23M0.2%N/A0.018%
8/13/2025Edgestream Partners L.P.25,600$2.63M0.1%N/A0.021%
8/13/2025Lido Advisors LLC3,155$325K0.0%+29.0%0.003%
8/13/2025Independent Family Office LLC13,400$1.38M0.6%N/A0.011%
8/13/2025Mackenzie Financial Corp44,000$4.53M0.0%-7.0%0.036%
8/13/2025Quadrature Capital Ltd61,856$6.37M0.1%N/A0.051%
8/13/2025Virtue Capital Management LLC6,614$681K0.1%-6.8%0.005%
8/13/2025Level Four Advisory Services LLC4,292$442K0.0%+35.5%0.004%
8/13/2025Northwestern Mutual Wealth Management Co.197,084$20.28M0.0%+44.9%0.163%
8/13/2025Elevation Point Wealth Partners LLC5,895$607K0.0%N/A0.005%
8/13/2025Echo45 Advisors LLC38,224$3.93M2.5%-0.9%0.032%
8/13/2025Choreo LLC26,304$2.71M0.0%-4.5%0.022%
8/12/2025 J.W. Cole Advisors Inc.11,640$1.20M0.0%+1.1%0.010%
8/12/2025 Blueprint Financial Advisors LLC38,791$3.99M1.3%-22.5%0.032%
8/12/2025 Financial Advocates Investment Management22,759$2.34M0.2%-18.0%0.019%
8/12/2025 Laurel Wealth Advisors LLC82,328$8.47M0.0%+10,191.0%0.068%
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8/12/2025 Steward Partners Investment Advisory LLC33,700$3.47M0.0%+42.8%0.028%
8/12/2025 Jaffetilchin Investment Partners LLC5,108$526K0.0%+4.3%0.004%
8/12/2025 Quadcap Wealth Management LLC65,841$6.78M0.9%+6.9%0.055%
8/12/2025 Insigneo Advisory Services LLC6,876$708K0.1%+6.5%0.006%
8/12/2025 CreativeOne Wealth LLC81,170$8.35M0.2%+130.0%0.067%
8/12/2025 Maripau Wealth Management LLC8,302$857K0.4%+11.1%0.007%
8/12/2025 Global Retirement Partners LLC17,601$1.81M0.0%N/A0.015%
8/12/2025 Coldstream Capital Management Inc.14,917$1.54M0.0%+239.0%0.012%
8/12/2025 Blueprint Investment Partners LLC104,672$10.77M1.9%-29.0%0.087%
8/12/2025 MAI Capital Management216,163$22.25M0.2%-5.9%0.179%
8/12/2025 JPMorgan Chase & Co.1,543,492$158.84M0.0%+34.1%1.278%
8/12/2025 Passive Capital Management LLC.33,338$3.31M1.0%+5.5%0.028%
8/12/2025 BWM Planning LLC2,416$249K0.1%+5.7%0.002%
8/12/2025 NFP Retirement Inc.35,229$3.63M0.2%+108.4%0.029%
8/12/2025 PKS Advisory Services LLC6,170$624K0.2%N/A0.005%
8/11/2025 Brown Wealth Management LLC16,160$1.66M0.5%-2.3%0.013%
8/11/2025 Traub Capital Management LLC17,478$1.80M1.7%N/A0.015%
8/11/2025 Perennial Investment Advisors LLC25,323$2.61M0.3%N/A0.021%
8/11/2025 Portside Wealth Group LLC36,395$3.75M0.6%+3.4%0.030%
8/11/2025 Empowered Funds LLC264,684$27.16M0.3%+2.2%0.220%
8/11/2025 Westover Capital Advisors LLC6,800$700K0.1%-11.5%0.006%
8/11/2025 Nomura Asset Management Co. Ltd.12,815$1.32M0.0%N/A0.011%
8/11/2025 Sofi Wealth LLC28,441$2.93M0.2%N/A0.024%
8/11/2025 PAX Financial Group LLC11,309$1.16M0.2%N/A0.009%
8/11/2025 Western Wealth Management LLC3,849$396K0.0%+15.0%0.003%
8/8/2025 Financial Gravity Companies Inc.162,378$16.71M2.6%N/A0.135%
8/8/2025 Summitry LLC354,682$36.50M1.7%-4.4%0.295%
8/8/2025 Tortoise Investment Management LLC513,987$52.89M5.0%+4.3%0.427%
8/8/2025 Blankinship & Foster LLC2,394$246K0.1%N/A0.002%
8/8/2025 Rockefeller Capital Management L.P.76,992$7.92M0.0%-1.6%0.064%
8/8/2025 Collaborative Wealth Managment Inc.8,966$923K0.4%N/A0.007%
8/8/2025 Avantax Advisory Services Inc.34,884$3.59M0.0%+63.2%0.029%
8/8/2025 Woodley Farra Manion Portfolio Management Inc.4,495$463K0.0%N/A0.004%
8/8/2025 ProVise Management Group LLC202,030$20.79M1.6%-0.7%0.168%
8/8/2025 Cetera Investment Advisers589,025$60.62M0.1%+50.8%0.490%
8/8/2025 Creative Planning171,123$17.61M0.0%-5.8%0.142%
8/8/2025 Altiora Financial Group LLC49,364$5.08M1.0%+2.0%0.041%
8/8/2025 WealthShield Partners LLC11,858$1.22M0.1%+351.6%0.010%
8/8/2025 Meridian Wealth Management LLC4,501$463K0.0%+9.6%0.004%
8/8/2025 Independence Financial Advisors LLC5,225$538K0.2%-18.8%0.004%
8/8/2025 Security Financial Services INC.10,197$1.05M0.2%N/A0.008%
8/8/2025 Foundations Investment Advisors LLC60,836$6.26M0.1%+302.9%0.051%
8/8/2025 Family Firm Inc.148,850$15.32M3.7%+1.3%0.124%
8/8/2025 Ignite Planners LLC25,621$2.64M0.4%+9.1%0.021%
8/8/2025 AJ Advisors LLC129,326$13.31M5.9%+5.5%0.108%
8/8/2025 W.H. Cornerstone Investments Inc.2,345$241K0.2%+14.8%0.002%
8/8/2025 WASHINGTON TRUST Co6,423$661K0.0%-15.6%0.005%
8/8/2025 Royal Harbor Partners LLC42,154$4.34M1.6%+1.9%0.035%
8/8/2025 PNC Financial Services Group Inc.176,562$18.17M0.0%+6.8%0.147%
8/8/2025 United Asset Strategies Inc.6,804$700K0.1%+6.2%0.006%
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8/8/2025 Wealth Alliance LLC4,334$446K0.0%N/A0.004%
8/8/2025 Apex Wealth Management LLC31,231$3.21M2.6%N/A0.026%
8/7/2025 Cascade Financial Partners LLC71,513$7.36M0.9%+29.5%0.059%
8/7/2025 CENTRAL TRUST Co499,794$51.43M1.2%+16.2%0.415%
8/7/2025 Nwam LLC10,158$1.05M0.1%+2.2%0.008%
8/7/2025 Vise Technologies Inc.3,358$346K0.0%N/A0.003%
8/7/2025 Shared Vision Wealth Group LLC10,200$1.05M0.5%N/A0.008%
8/7/2025 Summit X LLC8,525$877K0.2%N/A0.007%
8/7/2025 Roberts Glore & Co. Inc. IL12,037$1.24M0.4%+13.8%0.010%
8/7/2025 PFG Advisors13,003$1.34M0.0%N/A0.011%
(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, 816 institutional investors and hedge funds held shares of iShares 0-5 Year TIPS Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($333.95M), FMR LLC ($332.87M), Modera Wealth Management LLC ($208.67M), Ritholtz Wealth Management ($208.36M), LPL Financial LLC ($166.04M), JPMorgan Chase & Co. ($158.84M), and Bank of America Corp DE ($121.32M).Learn more on iShares 0-5 Year TIPS Bond ETF's institutional investors.

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

Of the 687 institutional investors that purchased iShares 0-5 Year TIPS Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norden Group LLC ($9.49M), Envestnet Asset Management Inc. ($2.82M), Financial Gravity Asset Management Inc. ($1.78M), Dynasty Wealth Management LLC ($1.39M), Brooklyn FI LLC ($1.21M), Raymond James Financial Inc. ($890.57K), and Quotient Wealth Partners LLC ($877.50K).

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

Institutional investors have bought a total of 24,952,528 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

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

Of the 305 institutional investors that sold iShares 0-5 Year TIPS Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Modern Wealth Management LLC ($431.92K), Partners Capital Investment Group LLP ($303.94K), AlTi Global Inc. ($280.99K), Miracle Mile Advisors LLC ($228.46K), Strategic Wealth Investment Group LLC ($194.92K), Altfest L J & Co. Inc. ($187.65K), and Elm Partners Management LLC ($186.10K).

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

Institutional investors have sold a total of 5,859,124 shares in the last 24 months. This volume of shares sold represents approximately $594.97M in transactions.


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This page (NYSEARCA:STIP) was last updated on 8/14/2025 by MarketBeat.com Staff
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