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Disclosery

STIP ISHARES TR

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SHS (fund)

617 managers (627 13F filers) reported a position in STIP shares at 2024-12-31, 75,888,567 shares in all. 59 filers opened a position and 45 filers sold out during the quarter.

Managers
617
13F filers
627
New
59
Added
236
Reduced
209
Sold out
45
Shares held by filers
75,888,567

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Steward Partners Investment Advisory, L…24,281$2.44M0.02%-9,69313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…24,021$2.42M0.13%+2,62513F-HRTimeline
Beckerman Institutional, LLC23,602$2.37M1.9%+1,07513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.23,447$2.36M0.94%+2,87513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding23,392$2.35M-23,283Timeline
Hudson Portfolio Management LLC23,390$2.35M2.31%+2,69013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,335$2.35M0.02%-12,54913F-HRTimelineGroup
LifeGuide Financial Advisors, LLC23,300$2.34M1.01%+2,75513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC23,230$2.34M0.18%-5,05013F-HRTimeline
HBW ADVISORY SERVICES LLC23,167$2.33M0.24%-9,02213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …22,000$2.21M<0.01%new13F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV21,910$2.2M0.07%013F-HRTimeline
Sigma Planning Corp21,071$2.12M0.07%-9,68713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,964$2.11M0.01%-18813F-HRTimelineGroup
Arete Wealth Advisors, LLC20,774$2.09M0.15%+12,82913F-HRTimeline
Chesley Taft & Associates LLC20,632$2.08M0.1%+8,97513F-HRTimeline
Bell Investment Advisors, Inc20,625$2.07M0.39%+1,23813F-HRTimeline
Martin Capital Partners, LLC20,409$2.05M2.44%-9,14413F-HRTimeline
Portland Financial Advisors Inc20,401$2.05M5.52%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,371$2.05M0.01%+9313F-HRTimeline
Strategic Wealth Investment Group, LLC20,207$2.03M0.22%-8,33413F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC19,998$2.01M<0.01%+58113F-HRTimelineGroup
BridgePort Financial Solutions, LLC19,581$2M0.91%13F-HRTimeline
Pinnacle Wealth Management Group, Inc.19,830$1.99M1.24%-3,31813F-HRTimeline
Independent Wealth Network Inc.19,310$1.94M0.79%+3,03113F-HRTimeline
Brooklyn FI, LLC19,174$1.93M0.64%+33513F-HR/ATimeline
Evelyn Partners Group Ltdgroup of 2 filers holding19,108$1.92MnewTimeline
Financial Engines Advisors L.L.C.18,864$1.9M<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,830$1.89M0.15%+2,46713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding18,404$1.85M+5,573Timeline
Fairway Wealth LLC18,403$1.85M0.83%+3,41913F-HRTimeline
GREENLEAF TRUST18,267$1.84M0.02%-3,98913F-HRTimeline
EVEXIA WEALTH LLC17,808$1.81M0.61%-20,49613F-HRTimeline
Signal Advisors Wealth, LLC17,744$1.79M0.2%+10,46413F-HRTimeline
Investment Partners Asset Management, I…17,337$1.74M1.37%+58113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,302$1.74M<0.01%+5,36613F-HRTimelineGroup
Wealthspire Retirement, LLC17,265$1.74M0.14%+3,45213F-HRTimeline
RDA Financial Network16,848$1.69M0.49%-20,89213F-HRTimeline
Chicago Partners Investment Group LLC16,819$1.69M0.06%+1,32213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,754$1.69M0.01%-1,14613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,750$1.69M0.17%-1,54213F-HRTimelineGroup
One Wealth Map LLC16,185$1.65M1%-38013F-HRTimeline
XY Planning Network, Inc.16,389$1.65M1.24%13F-HRTimeline
OneDigital Investment Advisors LLC16,349$1.64M0.02%-6,03913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC16,321$1.64M0.58%+91013F-HRTimeline
Prairie Wealth Advisors, Inc.15,790$1.59M0.76%-89013F-HRTimeline
Successful Portfolios LLC15,786$1.59M1.06%+41313F-HRTimeline
Roundview Capital LLC15,688$1.58M0.11%-44913F-HRTimeline
Heritage Investment Group, Inc.15,151$1.52M0.28%+34413F-HRTimeline
Private Advisor Group, LLC15,057$1.51M0.01%-1,97413F-HRTimeline
DMC Group, LLC15,032$1.51M1.23%+3213F-HRTimeline
Sharper & Granite LLC14,895$1.5M0.66%-4,25013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC14,855$1.49M0.37%-11,45413F-HRTimelineGroup
Fermata Advisors, LLC14,732$1.48M0.28%-58113F-HRTimeline
Mariner, LLCin group Mariner, LLC14,236$1.43M<0.01%-17,29013F-HRTimelineGroup
MATAURO, LLC14,212$1.43M0.31%13F-HRTimeline
Carr Financial Group Corp14,026$1.41M0.44%+8513F-HRTimeline
Jackson Creek Investment Advisors LLC13,886$1.4M0.42%+32513F-HRTimeline
VERITY Wealth Advisors13,841$1.39M1%013F-HRTimeline
Virtus Family Office LLC13,832$1.39M1.74%+1,06713F-HRTimeline
Global Retirement Partners, LLC13,704$1.38M0.04%+71513F-HRTimeline
Sellwood Investment Partners LLC13,698$1.38M0.74%13F-HRTimeline
First PREMIER Bank13,279$1.34M0.34%+13413F-HRTimeline
Prosperity Consulting Group, LLC12,998$1.31M0.1%+6,80913F-HRTimeline
Financial Advocates Investment Manageme…12,971$1.3M0.07%-79613F-HRTimeline
Gladstone Institutional Advisory LLC12,942$1.3M0.06%-9,24213F-HRTimeline
Comprehensive Money Management Services…12,936$1.3M1.07%13F-HRTimeline
Curbstone Financial Management Corp12,750$1.28M0.27%-80013F-HRTimeline
WHITTIER TRUST CO12,730$1.28M0.02%new13F-HRTimeline
VanderPol Investments L.L.C.12,688$1.28M2.79%+49813F-HRTimeline
Cable Hill Partners, LLC12,541$1.26M0.13%-26,71813F-HRTimeline
Glass Jacobson Investment Advisors llc12,517$1.26M0.41%-23413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tidemark, LLC12,408$1.25M0.48%-30213F-HRTimeline
Cresset Asset Management, LLC12,212$1.23M0.01%013F-HRTimeline
Capasso Planning Partners LLC12,097$1.22M0.49%-3,03013F-HRTimeline
Breakwater Investment Management11,893$1.2M0.51%+1,30513F-HR/ATimeline
TAGStone Capital, Inc.11,891$1.2M0.59%+7,91013F-HRTimeline
COREPATH WEALTH PARTNERS LLC11,818$1.19M1.16%-91513F-HRTimeline
Gibbs Wealth Management11,584$1.17M0.32%+2,17613F-HRTimeline
RFG Advisory, LLC11,537$1.16M0.03%new13F-HRTimeline
Arbor Investment Advisors, LLC11,351$1.14M0.16%+2,75713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,317$1.14M+2,597Timeline
Relyea Zuckerberg Hanson LLC11,044$1.11M0.15%013F-HRTimeline
Aquire Wealth Advisors, LLC10,993$1.11M0.34%-1,07613F-HRTimeline
Ignite Planners, LLC10,934$1.1M0.24%+2,42513F-HRTimeline
Sowell Financial Services LLC10,810$1.09M0.06%+40713F-HRTimeline
Ewing Morris & Co. Investment Partners …10,385$1.04M0.36%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,339$1.04M0.08%-82713F-HR/ATimeline
NWAM LLC10,255$1.03M0.06%-43213F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC10,200$1.03M1.3%-76513F-HRTimeline
Foundations Investment Advisors, LLC10,074$1.01M0.02%new13F-HRTimeline
AE Wealth Management LLC9,905$996K0.01%-25,75513F-HRTimeline
Princeton Global Asset Management LLC9,722$978K0.18%-1,04313F-HRTimeline
Gilliland Jeter Wealth Management LLC9,632$969K0.33%-1,60813F-HRTimeline
Latitude Advisors, LLC9,533$959K0.54%-15313F-HRTimeline
EP Wealth Advisors, LLC9,495$955K0.01%-58813F-HRTimeline
L. Roy Papp & Associates, LLP9,400$946K0.11%013F-HRTimeline
WASHINGTON TRUST Co9,256$931K0.03%-2,32513F-HRTimeline
Composition Wealth, LLC9,092$915K0.02%-86813F-HRTimeline
Joseph P. Lucia & Associates, LLC9,083$914K0.41%-52713F-HRTimeline
LaSalle St. Investment Advisors, LLC9,038$909K0.28%+1,24113F-HRTimeline
Selective Wealth Management, Inc.8,909$898K0.36%-413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC8,908$896K0.08%+27613F-HRTimelineGroup
Private Wealth Management Group, LLC8,853$891K0.34%+19213F-HRTimeline
COUNTRY CLUB BANK8,781$883K0.06%-4,54713F-HRTimeline
Snowden Capital Advisors LLC8,612$866K0.03%-75513F-HRTimeline
Strategic Financial Concepts, LLC8,578$863K0.17%new13F-HR/ATimeline
AMARA FINANCIAL, LLC.8,548$860K0.79%-64013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,515$858K<0.01%-61813F-HRTimelineGroup
Freedom Investment Management, Inc.8,513$856K0.07%-3,31613F-HRTimeline
J.W. COLE ADVISORS, INC.8,465$852K0.03%-35813F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,455$851K0.12%-3,08213F-HRTimeline
ROBERTS GLORE & CO INC /IL/8,237$829K0.25%+2,30513F-HRTimeline
Focus Financial Network, Inc.8,158$821K0.03%+7113F-HRTimeline
Patten Group, Inc.8,078$813K0.18%new13F-HRTimeline
Canandaigua National Trust Co of Florida8,019$807K0.63%-5913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC7,977$802K0.41%-2513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,847$789K0.06%+83313F-HRTimeline
GTS SECURITIES LLC7,841$789K0.04%-2,13613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,839$789K0.17%-1,27213F-HRTimeline
Westover Capital Advisors, LLC7,827$787K0.17%-8,28713F-HRTimeline
United Asset Strategies, Inc.7,812$786K0.07%-8313F-HRTimeline
SCOTIA CAPITAL INC.7,768$781K<0.01%+4,18913F-HRTimeline
360 Financial, Inc.7,700$775K0.28%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,609$765K0.13%+66113F-HRTimeline
IFP Advisors, Inc7,388$743K0.02%+4,71513F-HRTimeline
Csenge Advisory Group7,221$726K0.04%new13F-HRTimeline
Allworth Financial LP7,090$716K<0.01%+3213F-HRTimeline
Waverly Advisors, LLC7,115$716K0.01%013F-HRTimeline
Advisory Services Network, LLC7,073$712K0.01%+50913F-HRTimeline
COMERICA BANK6,979$702K<0.01%013F-HR/ATimeline
Henrickson Nauta Wealth Advisors, Inc.6,972$701K0.29%-45413F-HRTimeline
CENTAURUS FINANCIAL, INC.6,880$692K0.04%-21,21013F-HRTimeline
NORDEN GROUP LLC6,865$691K0.08%+3,65513F-HRTimeline
MIDDLETON & CO INC/MA6,841$688K0.08%013F-HRTimeline
Robinswood Financial LLC6,807$685K0.26%+19213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,777$682K0.4%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,775$682K0.02%-87113F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,636$668K0.08%-12313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding6,611$665K+4,528Timeline
Wallace Advisory Group, LLC6,564$665K0.46%-2,54313F-HRTimeline
SYKON CAPITAL LLC6,500$654K0.23%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC6,453$649K0.28%013F-HRTimeline
Sovran Advisors, LLC6,372$642K0.09%13F-HRTimeline
Disciplined Investments, LLC6,328$637K0.31%-42513F-HRTimeline
DecisionMap Wealth Management, LLC6,264$630K0.5%13F-HRTimeline
SYNOVUS FINANCIAL CORP6,200$624K0.01%-1,37913F-HRTimeline
PRIVATE TRUST CO NA6,176$621K0.06%+4913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,140$618K0.01%new13F-HRTimelineGroup
RHS Financial, LLC6,135$617K0.32%-24713F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,133$617K0.21%+2,51913F-HRTimeline
First Command Advisory Services, Inc.6,113$615K0.01%-3,00913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,042$608K0.08%new13F-HRTimeline
Integrated Advisors Network LLC6,041$608K0.03%-13013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,026$606K0.04%13F-HR/ATimeline
Continuum Advisory, LLC6,002$604K0.08%+713F-HRTimeline
Obermeyer Wealth Partners5,980$602K0.03%-46113F-HRTimeline
Janney Montgomery Scott LLC5,886$592K<0.01%-44813F-HRTimeline
&PARTNERS5,937$592K0.01%-1,72413F-HRTimeline
Empirical Asset Management, LLC5,791$583K0.19%+41113F-HRTimeline
Sequoia Financial Advisors, LLC5,747$578K0.01%new13F-HR/ATimeline
Cyndeo Wealth Partners, LLC5,734$577K0.04%-64713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,683$572K0.17%-42413F-HRTimeline
Savvy Advisors, Inc.5,645$568K0.07%+22813F-HRTimeline
Ted Buchan & Co5,639$567K0.27%013F-HRTimeline
CGN Advisors LLC5,607$564K0.05%+2,08613F-HRTimeline
WEALTHSPAN PARTNERS, LLC5,587$562K0.27%-23713F-HRTimeline
PBMares Wealth Management LLC5,570$560K0.11%-5013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC5,567$560K0.63%13F-HRTimeline
IHT Wealth Management, LLC5,534$557K0.02%-10,39813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.5,517$555K0.51%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,510$554K0.05%+3013F-HRTimeline
LWM Advisory Services, LLC5,494$553K0.38%+85213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,410$544K0.03%-18413F-HRTimelineGroup
RFP Financial Group LLC5,356$539K0.21%-14713F-HRTimeline
Factor Wealth Management LTD5,246$528K0.18%13F-HRTimeline
Sanctuary Advisors, LLC5,203$528K<0.01%-45013F-HRTimeline
Virtue Capital Management, LLC5,239$527K0.11%-29913F-HRTimeline
Montecito Bank & Trust5,200$523K0.09%new13F-HRTimeline
Summit Financial, LLC5,175$521K0.02%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,170$520K0.04%new13F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC5,141$517K0.67%+28513F-HRTimeline
Lodestone Wealth Management LLC5,133$516K0.26%-9113F-HRTimeline
Aveo Capital Partners, LLC5,114$514K0.06%new13F-HRTimeline
LongView Wealth Management5,067$510K0.16%+6413F-HRTimeline
Greenspring Advisors, LLC5,064$509K0.11%+2,77913F-HRTimeline
Clearstead Advisors, LLC5,050$508K0.01%013F-HRTimeline
Prairiewood Capital, LLC5,026$506K0.22%+73513F-HRTimeline
Jaffetilchin Investment Partners, LLC5,021$505K0.04%+3113F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,986$502K0.03%013F-HRTimeline
Avant Financial Advisors LLC4,965$499K0.46%13F-HRTimeline
Vertex Planning Partners, LLC4,953$498K0.11%+2,44713F-HRTimeline
Trademark Financial Management, LLC4,948$498K0.4%+1,65313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,941$497K0.03%-41813F-HRTimeline
FC Advisory LLC4,928$496K0.17%+14713F-HRTimeline
Beacon Financial Advisory LLC4,907$494K0.16%-15113F-HRTimeline
LaFleur & Godfrey LLC4,895$492K0.07%-13813F-HR/ATimeline
GRAND WEALTH MANAGEMENT, LLC4,878$491K0.27%-13913F-HRTimeline
Financial Harvest, LLC4,811$484K0.41%13F-HRTimeline
Independent Advisor Alliance4,677$471K0.01%new13F-HRTimeline