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Disclosery

STIP ISHARES TR

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SHS (fund)

816 managers (826 13F filers) reported a position in STIP shares at 2026-06-30, 125,443,482 shares in all. 119 filers opened a position and 48 filers sold out during the quarter.

Managers
816
13F filers
826
New
119
Added
430
Reduced
174
Sold out
48
Shares held by filers
125,443,482

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.44,245,089$4.52B0.07%+1,966,02113F-HRTimelineGroup
Betterment LLC4,553,816$465M0.79%+66,23613F-HRTimeline
LPL Financial LLC4,133,408$422M0.09%+1,009,73913F-HRTimeline
Modera Wealth Management, LLC2,554,931$261M2.78%+112,07713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,522,612$258M3.84%+112,80913F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY2,250,138$230M0.01%+464,57913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,082,025$213M+938,829Timeline
COLDSTREAM CAPITAL MANAGEMENT INC1,860,288$190M2.38%+407,03313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,553,079$159M0.01%+219,68113F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…1,511,194$154M4.95%-49,00613F-HRTimeline
Cetera Investment Advisers1,437,435$147M0.13%+983,80713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,381,714$141M+117,730Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,213,731$124M0.58%+50,44713F-HRTimeline
Farther Finance Advisors, LLC1,118,491$114M0.89%+172,27913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,108,855$113M0.02%+135,53713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,086,681$111M0.01%+144,02013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,014,965$104M3.66%+31,12013F-HRTimeline
SCS Capital Management LLC989,768$101M0.96%+21,77413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding968,444$98.9M-46,235Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO964,676$98.6M1.17%+29,25013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC938,761$95.9M9.1%+21,22513F-HRTimeline
Tortoise Investment Management, LLC900,987$92M6.86%+60,75613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC863,944$88.3M0.02%+91,36613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV860,000$87.9M0.11%+430,61613F-HR/ATimeline
Destination Wealth Management846,480$86.5M2.02%+20,81213F-HRTimeline
MASECO LLP800,732$81.8M2.3%+25,88213F-HRTimeline
M. Kulyk & Associates, LLC771,097$78.8M12.85%+44,41713F-HRTimeline
Haverford Trust Co728,697$74.4M0.64%+20,46713F-HRTimeline
Abacus Planning Group, Inc.705,445$72.1M8.91%+103,15713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP665,185$68M<0.01%+12,57213F-HRTimelineGroup
Dynasty Wealth Management, LLC664,407$67.9M0.5%+14,31113F-HRTimeline
Quotient Wealth Partners, LLC649,411$66.3M1.57%+15,39613F-HRTimeline
KEATING INVESTMENT COUNSELORS INC623,779$63.7M17.5%-13,58213F-HRTimeline
Beacon Pointe Advisors, LLC617,519$63.1M0.29%-22,72413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN614,427$62.8M0.01%+48,69113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…595,739$60.9M0.03%+114,30213F-HRTimelineGroup
3EDGE Asset Management, LP546,891$55.9M2.49%+18,27813F-HRTimeline
MARTIN & CO INC /TN/537,540$54.9M8.58%013F-HRTimeline
FMR LLCin group FMR LLC527,294$53.9M<0.01%-11213F-HRTimelineGroup
Empowered Funds, LLC512,062$51.7M0.27%+4,06113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.502,009$51.3M1.06%-3,33713F-HRTimelineGroup
MAI Capital Management494,193$50.5M0.19%+258,68713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/472,277$48.2M7.6%+2,55513F-HRTimeline
NewEdge Advisors, LLC470,685$48.1M0.14%+185,01313F-HRTimeline
LVW Advisors, LLC431,464$44.1M3.81%+12,81813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC416,939$42.6M2.08%+9,61413F-HRTimeline
ALTFEST L J & CO INC401,268$41M3.98%+9,68713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC369,657$37.8M<0.01%+52,35413F-HRTimelineGroup
Austin Asset Management Co Inc356,912$36.5M5.08%+46,36213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA340,403$34.8M0.01%+108,73813F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management339,975$34.7M4.46%new13F-HRTimelineGroup
CENTRAL TRUST Co328,813$33.6M0.61%-19,40213F-HRTimeline
Kelman-Lazarov, Inc.320,695$32.8M4.29%+9,22413F-HRTimeline
AMJ Financial Wealth Management314,997$32.6M7.72%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…315,658$32.2M0.06%+271,15813F-HRTimelineGroup
SYON CAPITAL LLC315,195$32.2M1.4%+89,23113F-HRTimeline
World Investment Advisors309,836$32M0.53%+1,26013F-HRTimeline
UBS Group AGgroup of 2 filers holding313,586$32M+40,846Timeline
Prime Capital Investment Advisors, LLC308,643$31.5M0.31%+5,99913F-HRTimeline
Opus Capital Group, LLC292,799$29.9M2.9%+24,22913F-HRTimeline
Modern Wealth Management, LLC290,562$29.7M0.35%-61,11713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT288,636$29.5M1.76%+286,55113F-HRTimeline
Integrated Wealth Concepts LLC286,542$29.3M0.14%+74,33013F-HRTimeline
AE Wealth Management LLC268,853$27.5M0.13%+64,83013F-HRTimeline
Savant Capital, LLC271,584$27.5M0.08%+194,22413F-HRTimeline
SUMMITRY LLC268,602$27.4M0.9%-66,48413F-HRTimeline
DDFG, Inc268,165$27.4M5.44%+76,15013F-HRTimeline
Seneca Financial Advisors LLC262,884$26.9M6.97%+14,22113F-HRTimeline
Capital Advantage, Inc.258,789$26.4M3.23%new13F-HRTimeline
MML INVESTORS SERVICES, LLC257,510$26.3M0.05%+111,36713F-HRTimeline
ROCKLAND TRUST CO252,016$25.7M1.01%+15,88113F-HRTimeline
ProVise Management Group, LLC251,467$25.7M1.72%+14,14713F-HRTimeline
HighTower Advisors, LLC248,228$25.4M0.02%-10,66513F-HRTimeline
Creative Planningin group Creative Planning243,750$24.9M0.01%-31,07413F-HRTimelineGroup
Walker Financial Services, Inc.241,916$24.7M7.64%+26,86813F-HRTimeline
Astoria Strategic Wealth, Inc.234,927$24M5.48%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.230,807$23.6M0.03%-25,75413F-HRTimelineGroup
NorthCoast Asset Management LLC230,741$23.6M0.52%+62,31413F-HRTimeline
Stordahl Capital Management, Inc.226,904$23.2M4.25%+14,93113F-HRTimeline
Cambridge Investment Research Advisors,…212,741$21.7M0.05%+39,09913F-HR/ATimeline
Pure Financial Advisors, LLC212,089$21.7M0.28%+1,10613F-HRTimeline
NorthRock Partners, LLC212,088$21.7M0.31%-15,78813F-HRTimeline
SoundView Advisors Inc.209,701$21.4M6.98%-8,73813F-HRTimeline
Parcion Private Wealth LLC208,243$21.3M1.18%+18,13413F-HRTimeline
Estate Counselors, LLC205,090$21M1.8%+146,56513F-HRTimeline
Amplius Wealth Advisors, LLC200,597$20.5M1.5%-309,70413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.198,408$20.3M2.64%+3,95313F-HRTimeline
Alesco Advisors, LLC, An ESL Co194,533$19.9M0.46%+88,90413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC193,971$19.8M0.38%+12,40513F-HRTimelineGroup
Portland Global Advisors LLC192,435$19.7M1.87%+1,98113F-HRTimeline
Deane Retirement Strategies, Inc.190,880$19.5M8.26%-7,19613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …188,071$19.2M3.12%13F-HRTimelineGroup
Main Management Fund Advisors LLCin group Main Management ETF Advisors,…184,051$18.8M1.33%-2,296,54913F-HRTimelineGroup
Insight Wealth Strategies, LLC184,565$18.7M1.82%+66,02113F-HRTimeline
KWMG, LLC180,141$18.4M1.33%+6,18213F-HRTimeline
Stadion Money Management, LLC180,704$18.3M1.58%+2,27413F-HRTimeline
BIP Wealth, LLC178,686$18.3M0.52%+24,12913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP174,612$17.8M0.01%+59,33013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC175,966$17.8M0.02%-453,39813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…171,555$17.5M0.01%+13,97013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…216,268$17.4M0.03%+35,81913F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC170,049$17.4M5.12%-1,41713F-HRTimeline
Empirical Financial Services, LLC d.b.a…169,160$17.3M0.25%-1,11113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…167,928$17.2M0.15%+106,25513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp167,643$17.1M<0.01%+9,03913F-HRTimelineGroup
Northland Capital Management LLC164,032$16.8M9.03%+5,92513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP161,009$16.4M0.01%+72,39213F-HRTimelineGroup
Valmark Advisers, Inc.156,015$15.9M0.17%+2,12313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.154,790$15.8M0.58%+44,05313F-HRTimeline
AJ Advisors, LLC153,718$15.7M4.88%+6,21913F-HRTimeline
Collaborative Wealth Managment Inc.147,846$15.1M6.36%+15,36313F-HRTimeline
American Money Management, LLC144,295$14.7M2.11%+77413F-HRTimeline
Janney Montgomery Scott LLC141,936$14.5M0.03%new13F-HRTimeline
Amundiin group Amundi138,000$14.1M<0.01%013F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC137,035$14M1.04%+1,91413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …134,390$13.7M0.09%+90,90613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.134,315$13.7M0.91%+3,82813F-HRTimelineGroup
Park Edge Advisors, LLC134,243$13.7M2.92%+3,55713F-HRTimeline
Discipline Wealth Solutions, LLC131,643$13.4M1.17%+11,50513F-HRTimeline
OneDigital Investment Advisors LLC131,609$13.4M0.11%+123,77513F-HRTimeline
Orion Porfolio Solutions, LLC129,075$13.2M0.1%-5,52313F-HRTimeline
MCMORGAN & CO LLC128,819$13.2M1.98%+21613F-HRTimeline
IFG Advisory, LLC128,116$13.1M0.46%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC126,776$13M4.37%-11,11313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP122,705$12.5M0.02%-3,94013F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC116,210$11.9M0.08%-1,23413F-HRTimelineGroup
Elm Partners Management LLC115,464$11.8M0.42%-63,79313F-HRTimeline
Ethos Financial Group, LLC116,299$11.8M0.79%-25,36013F-HRTimeline
Prasad Wealth Partners, LLC115,320$11.8M2.83%-2,01513F-HRTimeline
Family Legacy Financial Solutions, LLC114,882$11.7M7.16%+48,25513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding114,229$11.7M+15,813Timeline
Holcombe Financial, Inc.114,138$11.7M6.58%-1,02013F-HRTimeline
First National Trust Co111,050$11.3M0.39%+3,42113F-HRTimeline
Greenwich Wealth Management LLC109,741$11.2M0.41%+13,83013F-HRTimeline
Waverly Advisors, LLC108,605$11.1M0.06%-3,15913F-HRTimeline
MGO ONE SEVEN LLC108,246$11.1M0.18%+5,64413F-HRTimeline
Financial Plan, Inc.104,859$10.7M1.02%+2,56113F-HRTimeline
FLC Capital Advisors104,401$10.7M1.75%new13F-HRTimeline
COURIER CAPITAL LLC103,542$10.6M0.53%+87513F-HRTimeline
Greenline Partners, LLC102,861$10.5M1.07%+3,83813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT101,813$10.4M2.78%+11,15013F-HRTimeline
Columbus Macro, LLC101,409$10.4M1.01%+5,23313F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV98,340$10M0.14%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …98,000$10M0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management97,597$9.97M0.1%+4,84913F-HRTimelineGroup
FIRST HORIZON CORP97,059$9.92M0.38%+5,93513F-HRTimeline
Clear Creek Financial Management, LLC96,851$9.89M0.64%+10,41913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…96,606$9.87M0.02%+1,27913F-HRTimelineGroup
Summit Trail Advisors, LLC95,428$9.75M0.12%-15213F-HRTimeline
Prime Buchholz LLC94,283$9.63M3.47%-67,83313F-HRTimeline
Lutz Financial Services LLC91,521$9.35M0.57%+2,11913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.91,287$9.33M0.06%+35,56813F-HRTimelineGroup
Financial Planning Navigators CORP91,095$9.31M3.48%+7,74213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC91,045$9.3M5.31%+7,51013F-HRTimeline
Trivant Custom Portfolio Group, LLC90,872$9.29M4.95%+95813F-HRTimeline
Foundations Investment Advisors, LLC90,552$9.25M0.1%+78,30413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC89,312$9.12M0.2%+58,49213F-HRTimelineGroup
Sugar Maple Asset Management, LLC88,680$9.06M5.84%+9,08413F-HRTimeline
Western Reserve Capital Management, LLC87,778$8.97M6.65%+12,10013F-HRTimeline
Private Advisory Group LLC82,255$8.4M0.47%+11,98913F-HRTimeline
Equita Financial Network, Inc.80,871$8.26M2.29%+3,51913F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV80,324$8.21M3.69%+2,38513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…79,536$8.13M0.09%+11,26813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL79,189$8.09M0.02%-2,73013F-HRTimeline
MJT & Associates Financial Advisory Gro…78,729$8.04M5.32%+1,90213F-HRTimeline
First Trust Bank, Ltd.78,354$8M16.06%013F-HRTimeline
Alhambra Investment Management LLC75,763$7.74M3.38%+11,21913F-HRTimeline
Sanctuary Advisors, LLC75,596$7.72M0.04%+19,57613F-HRTimeline
SAX WEALTH ADVISORS, LLC74,321$7.69M0.31%new13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC74,752$7.64M1.83%-37,07713F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE73,999$7.56M1.63%+11,08213F-HRTimeline
Integris Wealth Management, LLC73,776$7.54M1.52%+97913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,620$7.52M0.01%-33,40113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding73,349$7.49M+3,636Timeline
Straight Path Wealth Management70,819$7.23M1.69%+4,05813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP68,770$7.03M0.01%+19,74013F-HRTimelineGroup
Quadcap Wealth Management, LLC68,447$6.99M0.68%+23913F-HRTimeline
Mariner, LLCin group Mariner, LLC68,435$6.99M0.01%+47,00413F-HRTimelineGroup
Perigon Wealth Management, LLC67,618$6.91M0.11%-64013F-HRTimeline
IFP Advisors, Inc67,008$6.85M0.12%+5,20913F-HRTimeline
FIRST AMERICAN TRUST, FSB66,640$6.81M0.41%new13F-HRTimeline
Canal Capital Management, LLC66,354$6.78M0.83%-16,61613F-HRTimeline
Kiker Wealth Management, LLC65,003$6.64M2.59%new13F-HRTimeline
Kure Advisory, LLC64,627$6.6M3.13%+3,25013F-HRTimeline
LEUTHOLD GROUP, LLC64,077$6.55M0.66%new13F-HRTimeline
Arkadios Wealth Advisors63,796$6.52M0.1%+8,35413F-HRTimeline
City State Bank63,568$6.49M1.49%+2,42813F-HRTimeline
CIBC WORLD MARKET INC.62,902$6.43M0.01%+14,06313F-HRTimeline
Bleakley Financial Group, LLC61,775$6.31M0.08%-87613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC61,524$6.29M3.2%+17,32613F-HRTimeline
B. Riley Wealth Advisors, Inc.61,329$6.27M0.34%+2,10613F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC60,941$6.22M0.76%13F-HRTimeline
Fischer Financial Services, Inc.60,810$6.21M1.56%+1,74813F-HRTimeline
Friedenthal Financial60,547$6.19M2.86%+3,21113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC60,345$6.17M0.04%new13F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC59,736$6.1M2.18%+4,66613F-HRTimeline
Cornerstone Financial Group, LLC /NE/59,141$6.04M3.72%+3,18113F-HRTimeline
Advisory Services Network, LLC58,383$5.96M0.07%+2,36813F-HRTimeline
Summit Financial, LLC57,757$5.9M0.06%+2,33913F-HRTimeline
Wealthspire Retirement, LLC56,382$5.74M0.31%+4,19413F-HRTimeline