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Disclosery

STIP ISHARES TR

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SHS (fund)

747 managers (760 13F filers) reported a position in STIP shares at 2025-06-30, 96,374,497 shares in all. 142 filers opened a position and 48 filers sold out during the quarter.

Managers
747
13F filers
760
New
142
Added
348
Reduced
176
Sold out
48
Shares held by filers
96,374,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SEMITAM BONAM LLC41,614$4.28M4.03%13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …41,000$4.22M<0.01%013F-HRTimelineGroup
Trilogy Capital Inc.40,973$4.22M0.21%+4,28513F-HRTimeline
Stone Summit Wealth LLC40,217$4.14M1.28%+7,58613F-HRTimeline
Physician Wealth Advisors, Inc.39,977$4.11M0.65%+7,39013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …39,174$4.05M0.55%+6,33113F-HRTimelineGroup
MUSTICO FINANCIAL GROUP, INC.39,083$4.03M3.72%13F-HRTimeline
Dogwood Wealth Management LLC38,926$3.99M1.95%-4,46513F-HRTimeline
Merit Financial Group, LLC38,338$3.95M0.04%new13F-HRTimeline
Echo45 Advisors LLC38,224$3.93M2.48%-34813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,985$3.91M<0.01%+13,58213F-HRTimelineGroup
SteelPeak Wealth, LLC37,928$3.9M0.15%new13F-HRTimeline
Signal Advisors Wealth, LLC37,189$3.83M0.3%+7,85713F-HRTimeline
Portside Wealth Group, LLC36,395$3.75M0.55%+1,21213F-HRTimeline
Mariner, LLCin group Mariner, LLC36,078$3.71M0.01%+21,07413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\36,043$3.71M<0.01%+33,29413F-HRTimelineGroup
Martin Capital Partners, LLC36,016$3.71M1.45%+16,69013F-HRTimeline
Wealthspire Retirement, LLC35,229$3.63M0.24%+18,32513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.34,884$3.59M0.02%+13,50613F-HRTimeline
Algorithmic Investment Models, LLC34,839$3.59M2.45%+1,31313F-HRTimeline
Copia Wealth Management34,655$3.57M3.01%+2,91313F-HRTimeline
CHB Investment Group, LLC34,116$3.51M1.79%+50513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE34,014$3.5M0.99%+3,38513F-HRTimeline
Steward Partners Investment Advisory, L…33,700$3.47M0.03%+10,09313F-HRTimeline
Atria Wealth Solutions, Inc.33,666$3.46M0.08%-20,73013F-HRTimeline
Slow Capital, Inc.33,130$3.41M0.42%-3713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…32,846$3.38M0.17%+6,05013F-HRTimeline
Advisory Services Network, LLC32,239$3.32M0.05%+11,11913F-HRTimeline
Passive Capital Management, LLC.33,338$3.31M1.03%+1,74613F-HRTimeline
Soltis Investment Advisors LLC32,097$3.3M0.26%-1,74013F-HRTimeline
Koss-Olinger Consulting, LLC31,755$3.27M0.27%new13F-HRTimeline
Aptus Capital Advisors, LLC31,241$3.21M0.03%-40,26213F-HRTimeline
Apex Wealth Management, LLC31,231$3.21M2.58%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC30,956$3.18M0.02%+3,63213F-HRTimelineGroup
Madden Advisory Services, Inc.30,212$3.11M1.32%+47613F-HRTimeline
NWF Advisory Services Inc.29,614$3.05M0.36%new13F-HRTimeline
RFG Advisory, LLC29,504$3.04M0.07%+1,86513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,305$3.02M0.25%-68913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC28,992$2.98M0.02%-4513F-HR/ATimelineGroup
JAMES INVESTMENT RESEARCH, INC.28,654$2.95M0.35%-42613F-HRTimeline
FFG RETIREMENT ADVISORS LLC28,540$2.94M1.84%new13F-HRTimeline
Maltin Wealth Management, Inc.28,536$2.94M1.32%+2,61613F-HRTimeline
SOFI WEALTH, LLC28,441$2.93M0.18%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC27,586$2.84M2.18%-11413F-HRTimeline
Brooklyn FI, LLC27,242$2.8M0.72%+4,48813F-HRTimeline
Beckerman Institutional, LLC27,154$2.79M1.86%+1,67013F-HRTimeline
Trademark Financial Management, LLC27,056$2.78M1.7%+18,12513F-HRTimeline
Hudson Portfolio Management LLC26,360$2.71M2.54%+55513F-HRTimeline
CHOREO, LLC26,304$2.71M0.04%-1,23713F-HRTimeline
AE Wealth Management LLC25,884$2.66M0.02%+22,66613F-HRTimeline
Chicago Partners Investment Group LLC25,744$2.65M0.08%+7,41713F-HRTimeline
Ignite Planners, LLC25,621$2.64M0.46%+2,13613F-HR/ATimeline
Edgestream Partners, L.P.25,600$2.63M0.07%new13F-HRTimeline
Horst & Graben Wealth Management LLC25,592$2.63M0.44%new13F-HRTimeline
Fortis Advisors, LLC25,437$2.62M1.68%+38513F-HRTimeline
Perennial Investment Advisors, LLC25,323$2.61M0.25%new13F-HRTimeline
Breakwater Capital Group25,050$2.58M0.42%+70613F-HRTimeline
Heck Capital Advisors, LLC24,926$2.57M0.22%+39213F-HRTimeline
Atria Investments, Inc24,924$2.56M0.03%+19,77013F-HRTimeline
Alpha Omega Wealth Management LLC24,345$2.51M0.45%-29613F-HRTimeline
Peak Financial Management, Inc.24,039$2.47M0.7%-60913F-HRTimeline
AMARA FINANCIAL, LLC.23,741$2.44M2.15%+15,44413F-HRTimeline
AMERIFLEX GROUP, INC.23,644$2.43M1.28%+20,85313F-HRTimeline
Sigma Planning Corp23,510$2.42M0.07%+1,44413F-HRTimeline
Chesley Taft & Associates LLC23,376$2.41M0.11%+1,34013F-HRTimeline
Simplicity Wealth,LLC23,184$2.39M0.1%new13F-HRTimeline
Sharkey, Howes & Javer22,919$2.36M0.32%new13F-HRTimeline
Financial Advocates Investment Manageme…22,759$2.34M0.19%-4,99113F-HRTimeline
Retireful, LLC22,510$2.32M1.6%-84113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.22,337$2.3M0.87%-29313F-HRTimeline
DMC Group, LLC22,317$2.3M1.79%+2,28313F-HRTimeline
Independent Wealth Network Inc.22,211$2.29M0.83%+67213F-HRTimeline
Arete Wealth Advisors, LLC22,163$2.28M0.16%+2,69213F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV22,105$2.27M0.05%-4,76613F-HR/ATimeline
Ewing Morris & Co. Investment Partners …22,050$2.27M1.02%-1,29713F-HRTimeline
Austin Private Wealth, LLC21,826$2.25M0.18%new13F-HRTimeline
Van Hulzen Asset Management, LLC21,666$2.23M0.19%new13F-HRTimeline
One Wealth Advisors, LLC21,508$2.21M0.31%+13,96513F-HRTimeline
Bell Investment Advisors, Inc21,431$2.21M0.38%+6313F-HRTimeline
LifeGuide Financial Advisors, LLC21,052$2.17M0.8%-1,42913F-HRTimeline
Portland Financial Advisors Inc20,762$2.14M5.13%+31613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20,457$2.11M0.15%-2,14513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,205$2.08M<0.01%+27713F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC19,563$2.01M1.37%+14,95013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC19,514$2.01M1.61%new13F-HRTimeline
Fairway Wealth LLC19,290$1.99M0.63%-6613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/19,133$1.97M<0.01%+15,84813F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding19,130$1.97M+976Timeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,121$1.97M1.42%+2,96013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,106$1.97M0.07%+17,47513F-HRTimelineGroup
Financial & Tax Architects, LLC19,066$1.96M0.48%new13F-HRTimeline
Investment Partners Asset Management, I…19,055$1.96M1.36%+53613F-HRTimeline
BridgePort Financial Solutions, LLC18,520$1.91M0.63%-1,06213F-HRTimeline
Roundview Capital LLC18,507$1.9M0.13%+2,81913F-HRTimeline
Csenge Advisory Group18,537$1.9M0.1%+2,95013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,498$1.9M<0.01%-58113F-HRTimeline
Fermata Advisors, LLC18,139$1.87M0.5%+1,92213F-HRTimeline
SWP FINANCIAL LLC17,944$1.85M1.01%new13F-HRTimeline
Sharper & Granite LLC17,730$1.82M0.69%+63013F-HRTimeline
Global Retirement Partners, LLC17,601$1.81M0.04%13F-HRTimeline
Clear Creek Financial Management, LLC17,488$1.8M0.17%+12,45713F-HRTimeline
Traub Capital Management LLC17,478$1.8M1.66%13F-HRTimeline
NorthCoast Asset Management LLC17,365$1.79M0.01%+51813F-HRTimeline
One Wealth Map LLC17,220$1.77M0.97%+1,44213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC16,988$1.75M0.16%+23013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS16,834$1.73M<0.01%new13F-HRTimelineGroup
High Falls Advisors, Inc16,690$1.72M0.38%+14,50713F-HRTimeline
Matrix Trust Co16,477$1.7M0.27%+4,81813F-HRTimeline
Balefire, LLC16,472$1.7M0.37%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,256$1.67M-7,051Timeline
BROWN WEALTH MANAGEMENT, LLC16,160$1.66M0.52%-37513F-HRTimeline
HBW ADVISORY SERVICES LLC15,991$1.65M0.2%-2,72513F-HRTimeline
Wallace Advisory Group, LLC15,724$1.63M1.18%-84313F-HRTimeline
Rathbones Group PLC15,629$1.61M0.01%+6,81713F-HRTimeline
21 West Wealth Management LLC15,614$1.61M1.62%13F-HRTimeline
Prairie Wealth Advisors, Inc.15,288$1.57M0.67%-2413F-HRTimeline
Successful Portfolios LLC15,244$1.57M0.96%+12113F-HRTimeline
Atlatl Advisers LLC15,220$1.57M0.74%+10,25413F-HRTimeline
Icon Wealth Advisors, LLC15,015$1.55M0.11%+12,77313F-HRTimeline
Pinnacle Wealth Management Group, Inc.14,983$1.54M0.88%-1,06413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,917$1.54M0.03%+10,51713F-HRTimeline
Heritage Investment Group, Inc.14,890$1.53M0.26%+48413F-HRTimeline
TWO SIGMA SECURITIES, LLC14,889$1.53M0.19%+7,81013F-HRTimeline
Carr Financial Group Corp14,545$1.5M0.44%+49913F-HRTimeline
Belpointe Asset Management LLC14,493$1.49M0.06%-5,98813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding14,473$1.49M+2,567Timeline
Blue Trust, Inc.14,287$1.47M0.02%new13F-HRTimeline
RDA Financial Network14,274$1.47M0.4%-90613F-HRTimeline
XY Planning Network, Inc.14,145$1.46M0.5%-11213F-HRTimeline
CGN Advisors LLC13,982$1.44M0.13%+8,75413F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,842$1.42M0.08%+10,53113F-HRTimeline
VERITY Wealth Advisors13,841$1.42M0.96%013F-HRTimeline
Jackson Creek Investment Advisors LLC13,621$1.4M0.38%-30113F-HRTimeline
Sellwood Investment Partners LLC13,550$1.39M0.67%-52413F-HRTimeline
Virtus Family Office LLC13,524$1.39M1.78%-32113F-HRTimeline
Sowell Financial Services LLC13,418$1.38M0.06%+1,32213F-HRTimeline
VanderPol Investments L.L.C.13,414$1.38M2.9%+34513F-HRTimeline
Independent Family Office, LLC13,400$1.38M0.64%new13F-HRTimeline
FIRST UNITED BANK & TRUST13,277$1.37M0.48%+11,19713F-HRTimeline
WHITTIER TRUST CO13,230$1.36M0.02%013F-HRTimeline
DecisionMap Wealth Management, LLC13,148$1.35M0.93%+19313F-HRTimeline
TAGStone Capital, Inc.13,009$1.34M0.55%+63413F-HRTimeline
PFG Advisors13,003$1.34M0.06%new13F-HRTimeline
First PREMIER Bank13,002$1.34M0.32%-50013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD12,815$1.32M<0.01%new13F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…12,803$1.32M0.12%-46113F-HRTimelineGroup
Patten Group, Inc.12,696$1.31M0.28%+58213F-HRTimeline
Lord & Richards Wealth Management, LLC12,668$1.3M1.36%+1,83413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,594$1.3M0.03%+1,29413F-HRTimeline
True Vision MN LLC12,459$1.28M0.71%new13F-HRTimeline
EVEXIA WEALTH LLC12,397$1.28M0.4%-5,88113F-HRTimeline
Comprehensive Money Management Services…12,054$1.24M0.94%-53013F-HRTimeline
Mendota Financial Group, LLC12,051$1.24M1.17%+4,35913F-HRTimeline
ROBERTS GLORE & CO INC /IL/12,037$1.24M0.36%+1,46013F-HRTimeline
Breakwater Investment Management12,003$1.24M0.48%013F-HRTimeline
Tidemark, LLC11,925$1.23M0.4%013F-HRTimeline
SigFig Wealth Management, LLC11,906$1.22M0.04%new13F-HRTimeline
WealthShield Partners, LLC11,858$1.22M0.15%+9,23213F-HRTimeline
Midwest Capital Advisors, LLC11,833$1.22M0.64%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,640$1.2M0.03%+13213F-HRTimeline
Prosperity Consulting Group, LLC11,319$1.16M0.08%-913F-HRTimeline
PAX Financial Group, LLC11,309$1.16M0.22%new13F-HRTimeline
Bay Harbor Wealth Management, LLC11,090$1.14M0.33%new13F-HRTimeline
Curbstone Financial Management Corp11,050$1.14M0.23%-1,70013F-HRTimeline
Relyea Zuckerberg Hanson LLC11,044$1.14M0.13%013F-HRTimeline
Strathmore Capital Advisors, Inc.10,988$1.13M0.5%13F-HRTimeline
COMERICA BANK10,718$1.1M<0.01%+2,37113F-HRTimeline
&PARTNERS10,603$1.09M0.01%+6,02913F-HRTimeline
Focus Financial Network, Inc.10,615$1.09M0.04%+2,06813F-HRTimeline
PRIVATE TRUST CO NA10,593$1.09M0.1%+2,67613F-HRTimeline
Snowden Capital Advisors LLC10,407$1.07M0.03%+1,79513F-HRTimeline
MJT & Associates Financial Advisory Gro…10,396$1.07M1.33%new13F-HR/ATimeline
LongView Wealth Management10,362$1.07M0.32%+4,60013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,281$1.06M+589Timeline
Security Financial Services, INC.10,197$1.05M0.19%new13F-HRTimeline
Shared Vision Wealth Group LLC10,200$1.05M0.52%new13F-HRTimeline
NWAM LLC10,158$1.04M0.06%+21413F-HR/ATimeline
Gilliland Jeter Wealth Management LLC10,095$1.04M0.34%+46213F-HRTimeline
JGP Wealth Management, LLC9,913$1.02M0.12%+5,53513F-HRTimeline
EP Wealth Advisors, LLC9,805$1.01M0.01%+4,16613F-HRTimeline
Capasso Planning Partners LLC9,704$999K0.56%-1,31913F-HRTimeline
Glass Jacobson Investment Advisors llc9,653$993K0.38%-2,86413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,583$986K0.01%+2,17713F-HRTimelineGroup
Prospera Financial Services Inc9,407$968K0.02%+1213F-HRTimeline
L. Roy Papp & Associates, LLP9,400$967K0.11%013F-HRTimeline
Sovran Advisors, LLC9,313$954K0.1%+4,24513F-HRTimeline
LaSalle St. Investment Advisors, LLC9,122$938K0.26%+21713F-HRTimeline
Advus Financial Partners, LLC9,095$936K0.37%new13F-HR/ATimeline
TUDOR INVESTMENT CORP ET AL9,059$932K0.01%new13F-HRTimeline
Andina Capital Management, LLC9,016$928K0.65%new13F-HRTimeline
Collaborative Wealth Managment Inc.8,966$923K0.4%new13F-HRTimeline
Private Wealth Management Group, LLC8,775$903K0.3%-813F-HRTimeline
Invst, LLC8,751$901K0.11%new13F-HRTimeline
NORDEN GROUP LLC8,701$895K0.1%+1,92113F-HRTimeline
COUNTRY CLUB BANK8,621$886K0.06%-39513F-HRTimeline
COREPATH WEALTH PARTNERS LLC8,644$885K0.75%-1,44113F-HRTimeline
Summit X, LLC8,525$877K0.16%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC8,438$868K0.36%-54513F-HRTimeline
Princeton Global Asset Management LLC8,418$866K0.16%-8513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,302$857K0.43%+83213F-HRTimeline