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Disclosery

STIP ISHARES TR

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SHS (fund)

648 managers (658 13F filers) reported a position in STIP shares at 2025-03-31, 86,360,886 shares in all. 82 filers opened a position and 44 filers sold out during the quarter.

Managers
648
13F filers
658
New
82
Added
283
Reduced
203
Sold out
44
Shares held by filers
86,360,886

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Physician Wealth Advisors, Inc.32,587$3.37M0.58%+20713F-HRTimeline
Copia Wealth Management31,742$3.28M3.04%+1,18013F-HRTimeline
Passive Capital Management, LLC.31,592$3.27M1.04%+14513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC31,126$3.22M0.41%+31,12413F-HRTimelineGroup
HOME FEDERAL BANK OF TENNESSEE30,629$3.17M0.94%-25213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,994$3.1M0.29%+3,70413F-HR/ATimeline
IFP Advisors, Inc29,816$3.09M0.1%+22,42813F-HRTimeline
Madden Advisory Services, Inc.29,736$3.08M1.43%+34213F-HRTimeline
Signal Advisors Wealth, LLC29,332$3.03M0.3%+11,58813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.29,080$3.01M0.38%+52813F-HRTimeline
Whalen Wealth Management Inc.29,060$3.01M2.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC29,037$3M0.03%+2,42813F-HR/ATimelineGroup
CERTIOR FINANCIAL GROUP, LLC27,700$2.87M2.37%-79213F-HRTimeline
RFG Advisory, LLC27,639$2.86M0.08%+16,10213F-HRTimeline
CHOREO, LLC27,541$2.85M0.04%-2,09413F-HRTimeline
Retireful, LLC23,351$2.84M2.71%-10,63013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC27,324$2.82M0.02%-2,83813F-HRTimelineGroup
Financial Advocates Investment Manageme…27,750$2.81M0.2%+14,77913F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV26,871$2.78M0.08%+4,96113F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…26,796$2.77M0.15%+2,77513F-HRTimeline
Advisor Resource Council26,377$2.73M0.22%+22,42113F-HRTimeline
Maltin Wealth Management, Inc.25,920$2.68M1.26%+1,20413F-HRTimeline
Hudson Portfolio Management LLC25,805$2.67M2.56%+2,41513F-HRTimeline
Beckerman Institutional, LLC25,484$2.64M1.91%+1,88213F-HRTimeline
Fortis Advisors, LLC25,052$2.59M1.69%+3513F-HRTimeline
Peak Financial Management, Inc.24,648$2.55M0.76%+23613F-HRTimeline
Alpha Omega Wealth Management LLC24,641$2.55M0.49%-10013F-HRTimeline
Heck Capital Advisors, LLC24,534$2.54M0.29%-23313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,403$2.52M<0.01%+7,10113F-HR/ATimelineGroup
Breakwater Capital Group24,344$2.52M0.45%-56113F-HRTimeline
Steward Partners Investment Advisory, L…23,607$2.44M0.02%-67413F-HRTimeline
Ignite Planners, LLC23,485$2.42M0.47%+12,55113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding23,307$2.39M-85Timeline
Brooklyn FI, LLC22,754$2.35M0.73%+3,58013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.22,630$2.34M0.96%-81713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC22,602$2.34M0.18%-62813F-HRTimeline
LifeGuide Financial Advisors, LLC22,481$2.33M0.95%-81913F-HRTimeline
Strategic Blueprint, LLC22,366$2.31M0.13%new13F-HRTimeline
Trek Financial, LLC22,147$2.29M0.17%new13F-HRTimeline
Sigma Planning Corp22,066$2.28M0.07%+99513F-HRTimeline
Chesley Taft & Associates LLC22,036$2.28M0.11%+1,40413F-HRTimeline
Independent Wealth Network Inc.21,539$2.23M0.89%+2,22913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,378$2.21M0.01%+4,62413F-HRTimeline
Bell Investment Advisors, Inc21,368$2.21M0.41%+74313F-HRTimeline
Advisory Services Network, LLC21,120$2.19M0.04%+14,04713F-HRTimeline
Belpointe Asset Management LLC20,481$2.12M0.11%-7,82313F-HRTimeline
Portland Financial Advisors Inc20,446$2.12M5.41%+4513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,065$2.08M0.17%+1,23513F-HRTimeline
DMC Group, LLC20,034$2.07M1.69%+5,00213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19,928$2.06M<0.01%-7013F-HRTimelineGroup
BridgePort Financial Solutions, LLC19,582$2.03M0.91%+113F-HRTimeline
Arete Wealth Advisors, LLC19,471$2.02M0.15%-1,30313F-HRTimeline
Fairway Wealth LLC19,356$2M0.74%+95313F-HRTimeline
Martin Capital Partners, LLC19,326$2M2.39%-1,08313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,079$1.97M<0.01%-1,29213F-HRTimeline
Montecito Bank & Trust18,730$1.94M0.34%+13,53013F-HRTimeline
HBW ADVISORY SERVICES LLC18,716$1.94M0.28%-4,45113F-HRTimeline
Investment Partners Asset Management, I…18,519$1.92M1.5%+1,18213F-HRTimeline
Chicago Partners Investment Group LLC18,327$1.88M0.06%+1,50813F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding18,154$1.88M-954Timeline
EVEXIA WEALTH LLC18,278$1.88M0.68%+47013F-HRTimeline
Sharper & Granite LLC17,100$1.77M0.73%+2,20513F-HRTimeline
Wealthspire Retirement, LLC16,904$1.75M0.14%-36113F-HRTimeline
NorthCoast Asset Management LLC16,847$1.74M0.01%new13F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC16,758$1.73M0.17%+7,85013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,631$1.72M0.02%+14,55613F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC16,535$1.71M0.59%+21413F-HRTimeline
Fermata Advisors, LLC16,217$1.68M0.3%+1,48513F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC16,161$1.67M1.49%+12,99613F-HRTimeline
Wallace Advisory Group, LLC16,567$1.67M1.15%+10,00313F-HRTimeline
Pinnacle Wealth Management Group, Inc.16,047$1.66M1.16%-3,78313F-HRTimeline
Roundview Capital LLC15,688$1.62M0.12%013F-HRTimeline
One Wealth Map LLC15,778$1.62M1.08%-40713F-HRTimeline
Csenge Advisory Group15,587$1.6M0.09%+8,36613F-HRTimeline
Prairie Wealth Advisors, Inc.15,312$1.58M0.78%-47813F-HRTimeline
RDA Financial Network15,180$1.57M0.47%-1,66813F-HRTimeline
Successful Portfolios LLC15,123$1.56M1.06%-66313F-HRTimeline
Foundations Investment Advisors, LLC15,100$1.56M0.03%+5,02613F-HRTimeline
Mariner, LLCin group Mariner, LLC15,004$1.55M<0.01%+76813F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,423$1.49M0.01%-10,52213F-HRTimelineGroup
Heritage Investment Group, Inc.14,406$1.49M0.28%-74513F-HRTimeline
XY Planning Network, Inc.14,257$1.48M0.98%-2,13213F-HRTimeline
Sellwood Investment Partners LLC14,074$1.46M0.76%+37613F-HRTimeline
Carr Financial Group Corp14,046$1.45M0.48%+2013F-HRTimeline
Jackson Creek Investment Advisors LLC13,922$1.44M0.46%+3613F-HRTimeline
Virtus Family Office LLC13,845$1.43M1.84%+1313F-HRTimeline
VERITY Wealth Advisors13,841$1.43M1.06%013F-HRTimeline
First PREMIER Bank13,502$1.4M0.35%+22313F-HRTimeline
Geneos Wealth Management Inc.13,306$1.38M0.02%+10,78913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…13,264$1.37M0.14%-3,48613F-HRTimelineGroup
WHITTIER TRUST CO13,230$1.37M0.02%+50013F-HRTimeline
VanderPol Investments L.L.C.13,069$1.35M2.86%+38113F-HRTimeline
DecisionMap Wealth Management, LLC12,955$1.34M1.02%+6,69113F-HRTimeline
Cresset Asset Management, LLC12,764$1.32M0.01%+55213F-HRTimeline
Curbstone Financial Management Corp12,750$1.32M0.28%013F-HRTimeline
Comprehensive Money Management Services…12,584$1.3M1.05%-35213F-HRTimeline
GTS SECURITIES LLC12,407$1.28M0.06%+4,56613F-HRTimeline
TAGStone Capital, Inc.12,375$1.28M0.63%+48413F-HRTimeline
Glass Jacobson Investment Advisors llc12,517$1.26M0.41%013F-HRTimeline
Patten Group, Inc.12,114$1.25M0.29%+4,03613F-HRTimeline
Sowell Financial Services LLC12,096$1.25M0.06%+1,28613F-HRTimeline
Breakwater Investment Management12,003$1.24M0.53%+11013F-HRTimeline
Tidemark, LLC11,925$1.23M0.45%-48313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding11,906$1.23M+5,295Timeline
Matrix Trust Co11,659$1.21M0.2%+9,03313F-HRTimeline
J.W. COLE ADVISORS, INC.11,508$1.19M0.04%+3,04313F-HRTimeline
Gibbs Wealth Management11,492$1.19M0.29%-9213F-HRTimeline
Prosperity Consulting Group, LLC11,328$1.17M0.09%-1,67013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,300$1.17M0.03%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC11,044$1.14M0.15%013F-HRTimeline
Capasso Planning Partners LLC11,023$1.14M0.48%-1,07413F-HRTimeline
Cable Hill Partners, LLC10,963$1.13M0.11%-1,57813F-HRTimeline
OneDigital Investment Advisors LLC10,875$1.13M0.01%-5,47413F-HRTimeline
Lord & Richards Wealth Management, LLC10,834$1.12M1.27%+6,21913F-HRTimeline
ROBERTS GLORE & CO INC /IL/10,577$1.09M0.33%+2,34013F-HRTimeline
Tennessee Valley Asset Management Partn…10,503$1.09M0.18%new13F-HRTimeline
COREPATH WEALTH PARTNERS LLC10,085$1.04M0.99%-1,73313F-HRTimeline
NWAM LLC9,944$1.03M0.09%-31113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,692$1M-1,625Timeline
Freedom Investment Management, Inc.9,678$1M0.08%+1,16513F-HRTimeline
Gilliland Jeter Wealth Management LLC9,633$997K0.35%+113F-HRTimeline
L. Roy Papp & Associates, LLP9,400$973K0.12%013F-HRTimeline
Prospera Financial Services Inc9,395$972K0.02%+6,02113F-HRTimeline
COUNTRY CLUB BANK9,016$932K0.06%+23513F-HRTimeline
Joseph P. Lucia & Associates, LLC8,983$929K0.42%-10013F-HRTimeline
Trademark Financial Management, LLC8,931$924K0.71%+3,98313F-HRTimeline
LaSalle St. Investment Advisors, LLC8,905$921K0.22%-13313F-HRTimeline
Rathbones Group PLC8,812$912K<0.01%+5,03013F-HRTimeline
Private Wealth Management Group, LLC8,783$909K0.34%-7013F-HRTimeline
Latitude Advisors, LLC8,700$900K0.52%-83313F-HRTimeline
Selective Wealth Management, Inc.8,766$897K0.39%-14313F-HRTimeline
Snowden Capital Advisors LLC8,612$891K0.03%013F-HRTimeline
MATAURO, LLC8,597$890K0.18%-5,61513F-HRTimeline
GWN SECURITIES INC.8,587$889K0.05%new13F-HRTimeline
Strategic Financial Concepts, LLC8,578$888K0.17%013F-HRTimeline
Focus Financial Network, Inc.8,547$884K0.04%+38913F-HRTimeline
Princeton Global Asset Management LLC8,503$880K0.17%-1,21913F-HRTimeline
Arbor Investment Advisors, LLC8,426$872K0.12%-2,92513F-HRTimeline
COMERICA BANK8,347$864K<0.01%+1,36813F-HRTimeline
AMARA FINANCIAL, LLC.8,297$859K0.79%-25113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC8,137$842K0.43%+16013F-HRTimeline
Brookwood Investment Group LLC8,126$841K0.14%13F-HRTimeline
Canandaigua National Trust Co of Florida7,987$826K0.73%-3213F-HRTimeline
PRIVATE TRUST CO NA7,917$819K0.08%+1,74113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,847$812K0.06%013F-HRTimeline
Sanctuary Advisors, LLC7,711$798K0.01%+2,50813F-HRTimeline
360 Financial, Inc.7,700$797K0.29%013F-HRTimeline
Mendota Financial Group, LLC7,692$796K0.86%new13F-HRTimeline
Westover Capital Advisors, LLC7,680$795K0.18%-14713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,677$794K0.16%-16213F-HRTimeline
Allworth Financial LP7,679$792K<0.01%+58913F-HRTimeline
WASHINGTON TRUST Co7,614$788K0.03%-1,64213F-HRTimeline
One Wealth Advisors, LLC7,543$780K0.12%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,470$773K0.44%+69313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,406$766K0.01%+1,26613F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …7,437$764K0.06%-2,90213F-HRTimeline
Waverly Advisors, LLC7,269$752K0.01%+15413F-HRTimeline
Virtue Capital Management, LLC7,097$734K0.09%+1,85813F-HRTimeline
TWO SIGMA SECURITIES, LLC7,079$732K0.11%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,124$732K<0.01%-1,39113F-HRTimelineGroup
Sequoia Financial Advisors, LLC7,061$731K0.01%+1,31413F-HRTimeline
MIDDLETON & CO INC/MA6,841$708K0.08%013F-HRTimeline
Robinswood Financial LLC6,816$705K0.26%+913F-HRTimeline
GREENLEAF TRUST6,813$705K0.01%-11,45413F-HRTimeline
NORDEN GROUP LLC6,780$702K0.08%-8513F-HRTimeline
HRT FINANCIAL LP6,721$695K<0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,716$695K0.09%+8013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.6,668$682K0.28%-30413F-HRTimeline
Aquire Wealth Advisors, LLC6,579$681K0.21%-4,41413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,533$676K0.12%-1,07613F-HRTimeline
Buttonwood Financial Group, LLC6,556$671K0.39%new13F-HRTimeline
Empirical Asset Management, LLC6,476$670K0.23%+68513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,454$668K0.07%+2,23013F-HRTimeline
Independence Financial Advisors, LLC6,436$666K0.25%13F-HRTimeline
United Asset Strategies, Inc.6,405$663K0.06%-1,40713F-HRTimeline
CENTAURUS FINANCIAL, INC.6,390$661K0.04%-49013F-HRTimeline
Greenspring Advisors, LLC6,346$657K0.16%+1,28213F-HRTimeline
Integrated Advisors Network LLC6,303$652K0.03%+26213F-HRTimeline
Financial Network Wealth Advisors LLC6,285$650K0.85%+4,32013F-HRTimeline
Janney Montgomery Scott LLC6,217$643K<0.01%+33113F-HRTimeline
Disciplined Investments, LLC6,148$636K0.29%-18013F-HRTimeline
ARK & TLK INVESTMENTS, LLC6,133$635K0.22%013F-HRTimeline
Summit Financial, LLC6,048$626K0.02%+87313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,872$608K0.03%+70213F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.5,839$604K0.08%-20313F-HRTimeline
Savvy Advisors, Inc.5,818$602K0.06%+17313F-HRTimeline
VestGen Investment Management5,792$599K0.45%+3,24013F-HRTimeline
LongView Wealth Management5,762$596K0.18%+69513F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,717$592K0.07%-2,73813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,684$588K0.18%+113F-HRTimeline
Factor Wealth Management LTD5,641$584K0.18%+39513F-HRTimeline
Ted Buchan & Co5,639$583K0.28%013F-HRTimeline
EP Wealth Advisors, LLC5,639$583K<0.01%-3,85613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,630$583K0.62%+1,80413F-HRTimeline
SCOTIA CAPITAL INC.5,587$578K<0.01%-2,18113F-HRTimeline
WEALTHSPAN PARTNERS, LLC5,562$575K0.27%-2513F-HRTimeline
LWM Advisory Services, LLC5,521$571K0.4%+2713F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,516$571K0.06%+613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,502$569K0.04%+9213F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.5,449$564K0.5%-6813F-HRTimeline