Skip to content
Disclosery

STIP ISHARES TR

Follow

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
Indivisible Partners55,503$5.67M0.32%new13F-HRTimeline
Snider Financial Group55,120$5.63M1.43%+28,20813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC54,997$5.62M0.89%+5,72613F-HRTimeline
Performance Wealth Partners, LLC54,213$5.54M0.14%+30913F-HRTimeline
Fund Evaluation Group, LLC53,006$5.42M0.15%+8,31613F-HRTimeline
New Capital Management LP52,036$5.32M1.21%+58113F-HRTimeline
Altiora Financial Group, LLC51,816$5.29M0.83%+83213F-HRTimeline
Slow Capital, Inc.51,614$5.27M0.62%+2,12013F-HRTimeline
SEMITAM BONAM LLC51,402$5.25M3.86%+1,52813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…50,062$5.11M0.13%+10,24813F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC49,432$5.05M1.59%+12,81713F-HRTimeline
Ashton Thomas Private Wealth, LLC48,677$4.97M0.1%-24613F-HRTimeline
Stone Summit Wealth LLC48,521$4.96M1.26%+1,54713F-HRTimeline
Brookwood Investment Group LLC47,845$4.89M0.57%+19,80413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…47,748$4.88M0.26%+6,77213F-HRTimeline
Lake Hills Wealth Management, LLC47,651$4.87M2.21%-20,33613F-HRTimeline
Eagle Wealth Advisors LLC47,147$4.82M3.68%+6,98013F-HRTimeline
Royal Harbor Partners, LLC46,041$4.7M1.46%+32313F-HRTimeline
Copia Wealth Management45,340$4.63M2.78%+5,63213F-HRTimeline
MACKENZIE FINANCIAL CORP45,000$4.6M<0.01%+7,20013F-HRTimeline
Merit Financial Group, LLC43,998$4.49M0.03%+34,91513F-HR/ATimeline
NorthCrest Asset Manangement, LLC44,107$4.47M0.11%+45413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/43,737$4.47M<0.01%-45,45713F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC43,300$4.42M0.7%new13F-HRTimeline
Arcataur Capital Management LLC43,179$4.41M1.09%-56513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS42,958$4.39M<0.01%+30,21813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…42,764$4.37M0.02%+37,90113F-HRTimelineGroup
Physician Wealth Advisors, Inc.42,714$4.36M0.52%-7113F-HRTimeline
CFS Investment Advisory Services, LLC42,646$4.32M0.29%+12,74713F-HRTimeline
Greenspring Advisors, LLC41,403$4.23M0.23%+81813F-HRTimeline
Dogwood Wealth Management LLC41,235$4.21M1.66%+1,41213F-HRTimeline
Vigilare Wealth Management41,118$4.2M1.29%-7,44413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.40,770$4.17M0.01%+1,72113F-HRTimelineGroup
Strategic Blueprint, LLC40,655$4.15M0.21%+11,07113F-HRTimeline
&PARTNERS40,941$4.15M0.02%+19,10613F-HRTimeline
Ares Financial Consulting, LLC38,081$3.89M2.79%+2,95513F-HRTimeline
Private Advisor Group, LLC37,781$3.86M0.02%-13,59913F-HRTimeline
Hudson Portfolio Management LLC37,523$3.83M2.9%+2,49013F-HRTimeline
Liberty Atlantic Advisors LLC37,389$3.82M2.75%+5,52213F-HRTimeline
Maltin Wealth Management, Inc.36,814$3.76M1.26%+5,08013F-HRTimeline
Brooklyn FI, LLC36,975$3.75M0.68%+3,89013F-HRTimeline
Echo45 Advisors LLC36,511$3.73M1.93%+21313F-HRTimeline
American Wealth Advisors, LLC36,327$3.71M3.48%-5513F-HRTimeline
Trilogy Capital Inc.36,238$3.7M0.14%-2213F-HRTimeline
Horst & Graben Wealth Management LLC36,278$3.67M0.48%new13F-HRTimeline
Ethos Capital Management, Inc.34,989$3.57M2.54%-95,72513F-HRTimeline
Sigma Planning Corp34,924$3.57M0.09%+5,13813F-HRTimeline
Regal Investment Advisors LLC34,172$3.49M0.18%+8,27613F-HRTimeline
Passive Capital Management, LLC.33,912$3.47M1.09%+1,37813F-HRTimeline
Madden Advisory Services, Inc.33,682$3.44M1.23%+16513F-HRTimeline
SOFI WEALTH, LLC33,591$3.43M0.14%+1513F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC33,552$3.43M<0.01%013F-HRTimeline
Koss-Olinger Consulting, LLC33,399$3.41M0.26%+2413F-HRTimeline
Boltwood Capital Management33,140$3.39M0.78%+10,87513F-HRTimeline
Approach Retirement Advisors, LLC33,043$3.38M2.45%+7,32213F-HRTimeline
Breakwater Capital Group32,705$3.34M0.4%+4,06313F-HRTimeline
Elevated Financial Group LLC32,334$3.3M0.93%+3,66113F-HRTimeline
Martin Capital Partners, LLC32,237$3.29M1.21%-94813F-HRTimeline
VAN STRUM & TOWNE INC.31,439$3.21M0.88%+2,78213F-HRTimeline
Chesley Taft & Associates LLC31,375$3.21M0.12%+1,96813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…31,049$3.17M0.27%13F-HRTimelineGroup
Winter & Associates, Inc.30,902$3.16M2.37%+13,61813F-HRTimeline
Trademark Financial Management, LLC30,900$3.16M1.29%-2,50713F-HRTimeline
HB Wealth Management, LLC30,824$3.15M0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC30,690$3.14M0.22%+36813F-HRTimeline
Fairway Wealth LLC30,360$3.1M0.71%+6,36613F-HRTimeline
Chicago Partners Investment Group LLC30,383$3.08M0.06%+64413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.30,037$3.07M0.31%-9,47913F-HRTimeline
Carr Financial Group Corp29,897$3.05M0.7%+5,39013F-HRTimeline
Investment Partners Asset Management, I…29,713$3.04M1.69%+2,18913F-HRTimeline
CGN Advisors LLC29,618$3.03M0.22%+4,30613F-HRTimeline
FIRST UNITED BANK & TRUST29,124$2.98M0.86%+8,86413F-HRTimeline
Mutual Advisors, LLC28,647$2.93M0.06%-18413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC28,523$2.91M0.31%+4,69613F-HRTimeline
Beckerman Institutional, LLC28,251$2.89M1.37%+57813F-HRTimeline
Heck Capital Advisors, LLC27,546$2.81M0.17%-26313F-HRTimeline
DMC Group, LLC27,488$2.81M1.92%-1,98813F-HRTimeline
Soltis Investment Advisors LLC27,454$2.8M0.16%-7213F-HRTimeline
Edgestream Partners, L.P.27,318$2.79M0.08%+13,34413F-HRTimeline
Sellwood Investment Partners LLC26,271$2.68M0.95%+2,04013F-HRTimeline
Signal Advisors Wealth, LLC26,135$2.67M0.14%+5,39313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25,819$2.64M0.13%-22,31213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich25,687$2.62M0.01%+16,10113F-HRTimeline
Independent Wealth Network Inc.25,568$2.61M0.66%+77113F-HRTimeline
LifeGuide Financial Advisors, LLC25,490$2.6M0.74%+2,43313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,324$2.59M<0.01%+4,12013F-HRTimeline
Atlatl Advisers LLC25,228$2.58M0.61%+9,54013F-HRTimeline
Godfrey Financial Associates, Inc.25,109$2.57M1.96%-20213F-HRTimeline
Ignite Planners, LLC24,777$2.54M0.35%+58213F-HRTimeline
Aptus Capital Advisors, LLC24,654$2.52M0.02%+5,02313F-HRTimeline
Alpha Omega Wealth Management LLC24,579$2.51M0.38%+26013F-HRTimeline
Atria Investments, Inc24,509$2.5M0.03%+12,68513F-HRTimeline
Traub Capital Management LLC23,947$2.45M2.18%-4013F-HRTimeline
Blue Edge Capital, LLC23,788$2.43M0.29%+4,60513F-HRTimeline
Montecito Bank & Trust23,470$2.4M0.36%+1,15013F-HRTimeline
Portland Financial Advisors Inc23,173$2.37M4.32%+86813F-HRTimeline
Portside Wealth Group, LLC23,107$2.36M0.28%+3,08913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,031$2.35M<0.01%+4,69313F-HRTimelineGroup
Vise Technologies, Inc.22,837$2.33M0.03%+16,50313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,800$2.33M0.14%-1,79013F-HRTimeline
Revisor Wealth Management LLC22,063$2.25M0.54%new13F-HRTimeline
Peak Financial Management, Inc.21,949$2.24M0.51%-25213F-HRTimeline
Visionary Horizons, LLC21,943$2.24M0.94%+5,39113F-HRTimeline
Fermata Advisors, LLC21,826$2.23M0.45%+2,72613F-HRTimeline
Sharper & Granite LLC21,672$2.21M0.69%+3,35813F-HRTimeline
Mendota Financial Group, LLC21,191$2.16M1.34%+2,80213F-HRTimeline
AMARA FINANCIAL, LLC.21,152$2.16M1.29%+2,65913F-HRTimeline
Belpointe Asset Management LLC21,110$2.16M0.07%+1,34213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.21,101$2.16M0.66%-20413F-HRTimeline
SEEDS INVESTOR LLC20,717$2.12M0.22%+9,63313F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC20,630$2.11M0.01%-20,60013F-HRTimelineGroup
Global Retirement Partners, LLC20,622$2.11M0.03%13F-HRTimeline
Independent Family Office, LLC20,570$2.1M0.84%013F-HRTimeline
Roundview Capital LLC20,431$2.09M0.11%+9713F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.20,567$2.09M1.36%-3,22813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,373$2.08M<0.01%new13F-HRTimelineGroup
Paladin Advisory Group, LLC19,871$2.03M1.35%new13F-HRTimeline
21 West Wealth Management LLC19,779$2.02M1.73%+1,55913F-HRTimeline
GUIDANCE CAPITAL, INC19,710$2M0.43%+2,86813F-HRTimeline
Heritage Investment Group, Inc.19,415$1.98M0.27%+48813F-HRTimeline
One Wealth Map LLC19,534$1.98M0.92%+2,03913F-HRTimeline
Vestmark Advisory Solutions, Inc.19,320$1.97M0.02%+9,40013F-HRTimeline
Steward Partners Investment Advisory, L…19,162$1.96M0.01%-5,42713F-HRTimeline
Tyche Wealth Partners LLC19,099$1.95M0.27%+4,68113F-HRTimeline
Bell Investment Advisors, Inc19,061$1.95M0.29%-11,03613F-HRTimeline
Capasso Planning Partners LLC18,995$1.94M0.97%+6413F-HRTimeline
EQ WEALTH ADVISORS, LLC18,581$1.9M1.04%-2,60913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,551$1.9M<0.01%+8,34313F-HRTimelineGroup
Financial & Tax Architects, LLC18,453$1.89M0.4%-98813F-HRTimeline
SeedSafe Financial LLC18,325$1.87M1.35%+96413F-HRTimeline
Virtus Family Office LLC17,903$1.83M1.45%-31613F-HRTimeline
Savvy Advisors, Inc.17,833$1.82M0.04%+8,30313F-HRTimeline
Focus Financial Network, Inc.17,799$1.82M0.06%+5,08013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,769$1.82M<0.01%-24,81513F-HRTimelineGroup
CHOREO, LLC16,784$1.71M0.02%-1,68613F-HRTimeline
Successful Portfolios LLC16,903$1.71M0.8%+1,17413F-HRTimeline
McCartney Wealth Management LLC16,643$1.7M1.29%+17313F-HRTimeline
Sowell Financial Services LLC16,610$1.7M0.06%+1,04113F-HRTimeline
BridgePort Financial Solutions, LLC16,582$1.69M0.43%-52013F-HRTimeline
ROBERTS GLORE & CO INC /IL/16,194$1.65M0.41%+23713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,111$1.65M+5,056Timeline
WHITTIER TRUST CO15,971$1.62M0.02%-2,47113F-HRTimeline
MONTAG A & ASSOCIATES INC15,749$1.61M0.07%+13613F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,625$1.6M0.05%+9,06413F-HRTimeline
JPL Wealth Management, LLC15,482$1.58M0.31%+13,60613F-HRTimeline
Prospera Financial Services Inc15,046$1.54M0.02%-14,08013F-HRTimeline
Vertex Planning Partners, LLC15,000$1.53M0.23%+1,93413F-HRTimeline
PKS Advisory Services, LLC14,978$1.53M0.24%new13F-HRTimeline
Scissortail Wealth Management, LLC14,960$1.53M0.29%+1,26513F-HRTimeline
Tennessee Valley Asset Management Partn…14,760$1.51M0.17%+48113F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.48M0.35%013F-HRTimelineAmount filed as zero, left out of ratios.
Rathbones Group PLC14,313$1.46M0.01%+84613F-HRTimeline
Kingsview Wealth Management, LLC14,248$1.46M0.02%+4,11913F-HRTimeline
Intentional Wealth Strategies, LLC14,222$1.45M1.36%-1,72513F-HRTimeline
Marotta Asset Management14,309$1.45M0.24%+8,77613F-HRTimeline
Advus Financial Partners, LLC13,938$1.42M0.41%-5,10113F-HR/ATimeline
Tidal Investments LLCin group Tidal Investments LLC13,841$1.41M<0.01%-86413F-HRTimelineGroup
CAMDEN NATIONAL BANK13,823$1.41M0.18%new13F-HRTimeline
Encompass More Asset Management13,816$1.41M0.21%new13F-HRTimeline
Stillwater Private Wealth, LLC14,005$1.41M0.92%-13,16813F-HRTimeline
SteelPeak Wealth, LLC13,786$1.41M0.04%new13F-HRTimeline
TAGStone Capital, Inc.13,781$1.41M0.45%-2,12513F-HRTimeline
WEALTHGARDEN F.S. LLC13,588$1.39M0.79%+4,52113F-HRTimeline
Balance Wealth Partners LLC13,406$1.37M0.36%+3,40013F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,292$1.36M0.11%+9213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC13,219$1.35M0.77%+7,35813F-HRTimeline
SWP FINANCIAL LLC13,116$1.34M0.62%new13F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC13,011$1.33M0.98%-43113F-HRTimeline
Tidemark, LLC12,953$1.32M0.3%+43413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,809$1.31M0.04%+1,40113F-HRTimelineGroup
NWAM LLC12,731$1.3M0.07%+98313F-HRTimeline
JGP Wealth Management, LLC12,714$1.3M0.12%+32013F-HRTimeline
Virtue Capital Management, LLC12,681$1.3M0.17%+2,61113F-HRTimeline
Comprehensive Money Management Services…12,603$1.29M0.81%+16913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,343$1.26M0.09%-2,20013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC12,317$1.26M0.69%+31813F-HRTimeline
RDA Financial Network12,227$1.25M0.27%-62813F-HRTimeline
GatePass Capital, LLC12,151$1.24M0.47%new13F-HRTimeline
Breakwater Investment Management12,010$1.23M0.42%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC11,965$1.22M0.73%-9,77313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding11,490$1.17M+1,447Timeline
Pinnacle Wealth Management Group, Inc.11,467$1.17M0.55%013F-HRTimeline
J.W. COLE ADVISORS, INC.11,408$1.17M0.02%-4913F-HRTimeline
Brand Asset Management Group, Inc.11,358$1.16M0.26%-3513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC11,262$1.15M0.01%new13F-HRTimelineGroup
Good Harbor Advisors, Inc.11,114$1.14M1.11%+1613F-HRTimeline
Relyea Zuckerberg Hanson LLC11,044$1.13M0.09%013F-HR/ATimeline
Keebeck Wealth Management10,731$1.1M0.11%+2,67013F-HRTimeline
Csenge Advisory Group10,631$1.09M0.04%+7,87613F-HRTimeline
Gilliland Jeter Wealth Management LLC10,583$1.08M0.28%+32313F-HRTimeline
United Asset Strategies, Inc.10,439$1.07M0.08%+3,84513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,337$1.06M0.04%-1,28213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC10,309$1.05M0.02%+7,23813F-HRTimelineGroup
Curbstone Financial Management Corp10,300$1.05M0.18%+5013F-HRTimeline
Fortis Advisors, LLC10,136$1.04M0.48%+18713F-HRTimeline
IHT Wealth Management, LLC10,029$1.02M0.02%-92713F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC10,009$1.02M0.08%-50513F-HRTimelineGroup
SCOTIA CAPITAL INC.9,921$1.01M<0.01%+2,52913F-HRTimeline
Strathmore Capital Advisors, Inc.9,987$1.01M0.27%-45513F-HRTimeline
EVEXIA WEALTH LLC10,022$1.01M0.27%-44113F-HRTimeline