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Disclosery

STIP ISHARES TR

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SHS (fund)

756 managers (769 13F filers) reported a position in STIP shares at 2025-09-30, 101,556,257 shares in all. 66 filers opened a position and 51 filers sold out during the quarter.

Managers
756
13F filers
769
New
66
Added
396
Reduced
206
Sold out
51
Shares held by filers
101,556,257

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MACKENZIE FINANCIAL CORP43,700$4.52M0.01%-30013F-HRTimeline
Stone Summit Wealth LLC43,655$4.51M1.28%+3,43813F-HRTimeline
SEMITAM BONAM LLC42,778$4.42M3.95%+1,16413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP42,435$4.39M0.01%-100,99313F-HRTimelineGroup
Royal Harbor Partners, LLC41,800$4.32M1.47%-35413F-HRTimeline
Physician Wealth Advisors, Inc.41,724$4.31M0.61%+1,74713F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC41,050$4.24M1.91%-6,27513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …41,000$4.24M<0.01%013F-HRTimelineGroup
Echo45 Advisors LLC40,327$4.17M2.44%+2,10313F-HRTimeline
Mariner, LLCin group Mariner, LLC39,731$4.11M0.01%+3,65313F-HRTimelineGroup
Wealthspire Retirement, LLC39,705$4.1M0.26%+4,47613F-HR/ATimeline
Dogwood Wealth Management LLC39,445$4.08M1.85%+51913F-HRTimeline
Portside Wealth Group, LLC38,673$4M0.55%+2,27813F-HRTimeline
Trilogy Capital Inc.38,338$3.96M0.18%-2,63513F-HRTimeline
SteelPeak Wealth, LLC38,258$3.95M0.13%+33013F-HRTimeline
American Wealth Advisors, LLC37,858$3.91M3.87%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\37,684$3.9M<0.01%+1,64113F-HRTimelineGroup
Slow Capital, Inc.37,419$3.87M0.45%+4,28913F-HRTimeline
Steward Partners Investment Advisory, L…35,791$3.7M0.02%+2,09113F-HRTimeline
Copia Wealth Management35,476$3.67M2.73%+82113F-HRTimeline
Algorithmic Investment Models, LLC35,408$3.66M2.43%+56913F-HRTimeline
Aptus Capital Advisors, LLC34,817$3.6M0.03%+3,57613F-HRTimeline
Hudson Portfolio Management LLC34,276$3.54M3.14%+7,91613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,856$3.5M0.18%+1,01013F-HRTimeline
Balance Wealth Partners LLC33,530$3.47M0.86%new13F-HRTimeline
Martin Capital Partners, LLC33,345$3.45M1.34%-2,67113F-HRTimeline
Passive Capital Management, LLC.33,182$3.43M1.12%-15613F-HRTimeline
Madden Advisory Services, Inc.32,690$3.38M1.31%+2,47813F-HRTimeline
Regal Investment Advisors LLC32,627$3.37M0.22%+25,18713F-HRTimeline
AE Wealth Management LLC31,637$3.27M0.02%+5,75313F-HRTimeline
Apex Wealth Management, LLC31,532$3.26M2.33%+30113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…31,478$3.25M0.01%new13F-HRTimelineGroup
Koss-Olinger Consulting, LLC31,435$3.23M0.27%-32013F-HRTimeline
Soltis Investment Advisors LLC31,243$3.23M0.22%-85413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,549$3.16M0.07%new13F-HRTimeline
Forefront Wealth Partners, LLC30,420$3.14M0.79%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC30,219$3.12M0.02%+1,22713F-HR/ATimelineGroup
Trademark Financial Management, LLC29,982$3.1M1.8%+2,92613F-HRTimeline
Maltin Wealth Management, Inc.29,296$3.03M1.26%+76013F-HRTimeline
Breakwater Capital Group29,296$3.03M0.45%+4,24613F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.36,006$3.01M3.05%-3,07713F-HRTimeline
Horst & Graben Wealth Management LLC28,859$2.98M0.46%+3,26713F-HRTimeline
SOFI WEALTH, LLC28,756$2.97M0.16%+31513F-HRTimeline
Integrated Advisors Network LLC28,526$2.95M0.12%+21,34713F-HRTimeline
Perennial Investment Advisors, LLC28,030$2.9M0.24%+2,70713F-HRTimeline
Sharkey, Howes & Javer27,907$2.88M0.37%+4,98813F-HRTimeline
Beckerman Institutional, LLC27,392$2.83M1.67%+23813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC27,358$2.83M1.92%-22813F-HRTimeline
Brooklyn FI, LLC27,135$2.8M0.63%-10713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.27,014$2.79M0.31%-1,64013F-HRTimeline
Chicago Partners Investment Group LLC26,423$2.73M0.07%+67913F-HRTimeline
FFG RETIREMENT ADVISORS LLC26,298$2.72M1.69%-2,24213F-HRTimeline
CHOREO, LLC26,168$2.7M0.04%-13613F-HRTimeline
Atria Investments, Inc25,377$2.62M0.03%+45313F-HRTimeline
Heck Capital Advisors, LLC25,246$2.61M0.2%+32013F-HRTimeline
AMARA FINANCIAL, LLC.25,191$2.6M1.92%+1,45013F-HRTimeline
Spartan Planning & Wealth Management25,050$2.59M2.02%-23,26213F-HRTimeline
Chesley Taft & Associates LLC24,946$2.58M0.11%+1,57013F-HRTimeline
Fortis Advisors, LLC24,802$2.56M1.46%-63513F-HRTimeline
Ignite Planners, LLC24,760$2.56M0.42%-86113F-HRTimeline
Montecito Bank & Trust24,730$2.56M0.4%13F-HRTimeline
LongView Wealth Management24,679$2.55M0.69%+14,31713F-HRTimeline
Alpha Omega Wealth Management LLC24,479$2.53M0.42%+13413F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED24,450$2.53M0.19%-4,85513F-HRTimeline
Sigma Planning Corp24,096$2.49M0.07%+58613F-HRTimeline
Carr Financial Group Corp23,947$2.48M0.68%+9,40213F-HRTimeline
EQ WEALTH ADVISORS, LLC23,877$2.47M1.62%+4,31413F-HRTimeline
Edgestream Partners, L.P.23,800$2.46M0.07%-1,80013F-HRTimeline
DMC Group, LLC23,627$2.44M1.69%+1,31013F-HRTimeline
Ewing Morris & Co. Investment Partners …23,493$2.43M1.04%+1,44313F-HRTimeline
Arete Wealth Advisors, LLC23,434$2.42M0.15%+1,27113F-HRTimeline
Van Hulzen Asset Management, LLC23,332$2.41M0.18%+1,66613F-HRTimeline
One Wealth Advisors, LLC22,905$2.37M0.3%+1,39713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC22,868$2.36M0.03%+7,95113F-HRTimeline
Independent Wealth Network Inc.22,547$2.33M0.75%+33613F-HRTimeline
Traub Capital Management LLC22,392$2.31M2.29%+4,91413F-HRTimeline
Fairway Wealth LLC22,298$2.3M0.65%+3,00813F-HRTimeline
Bell Investment Advisors, Inc22,198$2.29M0.37%+76713F-HRTimeline
Peak Financial Management, Inc.22,008$2.27M0.6%-2,03113F-HRTimeline
Austin Private Wealth, LLC21,855$2.26M0.17%+2913F-HRTimeline
Portland Financial Advisors Inc21,627$2.24M4.77%+86513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC21,295$2.2M1.81%+1,78113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.21,263$2.2M0.74%-1,07413F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding21,225$2.19M+2,095Timeline
Capital Analysts, LLCin group Capital Analysts, LLC21,212$2.19M0.06%+2,10613F-HRTimelineGroup
Financial & Tax Architects, LLC21,099$2.18M0.48%+2,03313F-HRTimeline
LifeGuide Financial Advisors, LLC21,047$2.16M0.79%-513F-HRTimeline
Patten Group, Inc.20,260$2.09M0.41%+7,56413F-HRTimeline
Virtus Family Office LLC20,043$2.07M1.94%+6,51913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC19,909$2.06M0.14%-54813F-HRTimeline
CGN Advisors LLC19,703$2.04M0.17%+5,72113F-HRTimeline
Investment Partners Asset Management, I…19,610$2.03M1.34%+55513F-HRTimeline
Retireful, LLC19,558$2.02M1.95%-2,95213F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC19,121$1.98M1.3%013F-HRTimeline
Global Retirement Partners, LLC19,043$1.97M0.04%+1,44213F-HRTimeline
Roundview Capital LLC18,984$1.96M0.12%+47713F-HRTimeline
SWP FINANCIAL LLC18,978$1.96M1%+1,03413F-HRTimeline
Fermata Advisors, LLC18,941$1.96M0.5%+80213F-HRTimeline
Sharper & Granite LLC18,645$1.93M0.69%+91513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS18,411$1.9M<0.01%+1,57713F-HRTimelineGroup
Collaborative Wealth Managment Inc.18,409$1.9M0.77%+9,44313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,323$1.89M<0.01%-17513F-HRTimeline
BridgePort Financial Solutions, LLC18,252$1.89M0.51%-26813F-HRTimeline
Advus Financial Partners, LLC18,227$1.88M0.7%+9,13213F-HR/ATimeline
Vertex Planning Partners, LLC17,897$1.85M0.35%+13,08513F-HRTimeline
&PARTNERS17,739$1.84M0.01%+7,13613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC17,434$1.8M0.15%+44613F-HRTimelineGroup
Belpointe Asset Management LLC17,376$1.8M0.07%+2,88313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding16,841$1.74M+2,368Timeline
Balefire, LLC16,841$1.74M0.35%+36913F-HRTimeline
One Wealth Map LLC16,913$1.74M0.93%-30713F-HRTimeline
High Falls Advisors, Inc16,734$1.73M0.36%+4413F-HRTimeline
21 West Wealth Management LLC16,627$1.72M1.63%+1,01313F-HRTimeline
Ground Swell Capital, LLC16,378$1.69M3.7%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,262$1.68M0.08%+2,42013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,052$1.66M<0.01%-4,15313F-HRTimelineGroup
Successful Portfolios LLC15,936$1.65M0.96%+69213F-HRTimeline
Signal Advisors Wealth, LLC15,746$1.63M0.15%-21,44313F-HRTimeline
Heritage Investment Group, Inc.15,710$1.62M0.26%+82013F-HRTimeline
Atlatl Advisers LLC15,058$1.56M0.62%-16213F-HRTimeline
Sowell Financial Services LLC14,955$1.55M0.06%+1,53713F-HRTimeline
Prairie Wealth Advisors, Inc.14,844$1.53M0.63%-44413F-HRTimeline
Pinnacle Wealth Management Group, Inc.14,783$1.53M0.78%-20013F-HRTimeline
VanderPol Investments L.L.C.14,713$1.52M2.96%+1,29913F-HRTimeline
Matrix Trust Co14,717$1.52M0.24%-1,76013F-HRTimeline
COMERICA BANK14,587$1.51M0.01%+3,86913F-HRTimeline
Sellwood Investment Partners LLC14,580$1.51M0.6%+1,03013F-HRTimeline
Wallace Advisory Group, LLC14,366$1.48M1.19%-1,35813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC14,272$1.48M0.25%new13F-HRTimeline
Mendota Financial Group, LLC14,139$1.46M1.09%+2,08813F-HRTimeline
XY Planning Network, Inc.14,145$1.46M0.5%013F-HRTimeline
Shared Vision Wealth Group LLC13,919$1.44M0.61%+3,71913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,915$1.44M0.03%+1,32113F-HRTimeline
VERITY Wealth Advisors13,841$1.43M0.9%013F-HRTimeline
First PREMIER Bank13,837$1.43M0.32%+83513F-HRTimeline
Brand Asset Management Group, Inc.13,789$1.43M0.4%new13F-HRTimeline
DecisionMap Wealth Management, LLC13,735$1.42M0.91%+58713F-HRTimeline
TAGStone Capital, Inc.13,410$1.39M0.55%+40113F-HRTimeline
Independent Family Office, LLC13,400$1.39M0.59%013F-HRTimeline
WHITTIER TRUST CO13,192$1.36M0.02%-3813F-HRTimeline
Financial Advocates Investment Manageme…13,137$1.36M0.76%-9,62213F-HRTimeline
EVEXIA WEALTH LLC13,096$1.36M0.41%+69913F-HRTimeline
SigFig Wealth Management, LLC12,748$1.32M0.04%+84213F-HRTimeline
RDA Financial Network12,708$1.31M0.32%-1,56613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,683$1.31M0.02%+3,10013F-HRTimelineGroup
True Vision MN LLC12,607$1.3M0.68%+14813F-HRTimeline
Tyche Wealth Partners LLC12,578$1.3M0.23%+4,90813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…12,551$1.3M0.11%-25213F-HRTimelineGroup
Midwest Capital Advisors, LLC12,532$1.3M0.62%+69913F-HRTimeline
Icon Wealth Advisors, LLC12,504$1.29M0.09%-2,51113F-HRTimeline
Ridgewood Investments LLC12,493$1.29M0.54%+5,11813F-HRTimeline
PRIVATE TRUST CO NA12,401$1.28M0.11%+1,80813F-HRTimeline
WealthShield Partners, LLC12,298$1.27M0.14%+44013F-HRTimeline
ROBERTS GLORE & CO INC /IL/12,218$1.26M0.35%+18113F-HRTimeline
Comprehensive Money Management Services…12,179$1.26M0.89%+12513F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,166$1.26M0.1%+7,37413F-HRTimeline
Simplicity Wealth,LLC12,121$1.25M0.07%-11,06313F-HRTimeline
PFG Advisors12,067$1.25M0.05%-93613F-HRTimeline
Breakwater Investment Management12,003$1.24M0.46%013F-HRTimeline
Tidemark, LLC12,002$1.24M0.36%+7713F-HRTimeline
Blue Trust, Inc.11,953$1.24M0.01%-2,33413F-HRTimeline
J.W. COLE ADVISORS, INC.11,819$1.22M0.02%+17913F-HRTimeline
Focus Financial Network, Inc.11,559$1.19M0.04%+94413F-HRTimeline
EHRLICH FINANCIAL GROUP11,494$1.19M0.71%+4,05013F-HRTimeline
Bay Harbor Wealth Management, LLC11,315$1.17M0.32%+22513F-HRTimeline
PAX Financial Group, LLC11,123$1.15M0.21%-18613F-HRTimeline
Sovran Advisors, LLC11,145$1.15M0.1%+1,83213F-HRTimeline
Curbstone Financial Management Corp11,050$1.14M0.22%013F-HRTimeline
Relyea Zuckerberg Hanson LLC11,044$1.14M0.12%013F-HRTimeline
Tennessee Valley Asset Management Partn…10,919$1.13M0.15%new13F-HRTimeline
Snowden Capital Advisors LLC10,585$1.09M0.03%+17813F-HRTimeline
Edge Financial Advisors LLC10,542$1.09M0.49%+7,70413F-HRTimeline
Strathmore Capital Advisors, Inc.10,288$1.06M0.44%-70013F-HRTimeline
Gilliland Jeter Wealth Management LLC10,210$1.06M0.33%+11513F-HRTimeline
JGP Wealth Management, LLC9,990$1.03M0.11%+7713F-HRTimeline
Vestmark Advisory Solutions, Inc.9,812$1.01M0.02%+4,35313F-HRTimeline
NWF Advisory Services Inc.9,784$1.01M0.11%-19,83013F-HRTimeline
FIRST UNITED BANK & TRUST9,781$1.01M0.33%-3,49613F-HRTimeline
SCOTIA CAPITAL INC.9,664$999K<0.01%+4,11513F-HRTimeline
NWAM LLC9,542$987K0.05%-61613F-HR/ATimeline
Prospera Financial Services Inc9,527$985K0.02%+12013F-HRTimeline
Boltwood Capital Management9,500$982K0.26%+2,90013F-HRTimeline
L. Roy Papp & Associates, LLP9,400$972K0.11%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,343$966K-6,913Timeline
Empirical Asset Management, LLC9,229$954K0.26%+91913F-HRTimeline
Prosperity Consulting Group, LLC8,991$929K0.05%-2,32813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,939$924K0.03%+4,64713F-HRTimelineGroup
Private Wealth Management Group, LLC8,807$910K0.25%+3213F-HRTimeline
Rathbones Group PLC8,735$903K<0.01%-6,89413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD8,709$899K0.01%+3,73713F-HRTimelineGroup
Pettinga Financial Advisors LLC8,692$898K0.18%+2,85513F-HRTimeline
Invst, LLC8,688$898K0.1%-6313F-HRTimeline
COUNTRY CLUB BANK8,621$891K0.05%013F-HRTimeline
Capasso Planning Partners LLC8,569$886K0.55%-1,13513F-HRTimeline
Stone House Investment Management, LLC8,480$876K0.15%+72713F-HRTimeline
Gateway Wealth Partners, LLC8,350$863K0.12%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC8,283$856K0.15%-83913F-HRTimeline
VestGen Investment Management8,279$856K0.51%+1,19013F-HRTimeline
Princeton Global Asset Management LLC8,210$849K0.14%-20813F-HRTimeline
TWO SIGMA SECURITIES, LLC8,168$844K0.12%-6,72113F-HRTimeline