Skip to content
Disclosery

STIP ISHARES TR

Follow

SHS (fund)

754 managers (766 13F filers) reported a position in STIP shares at 2025-12-31, 101,343,112 shares in all. 59 filers opened a position and 97 filers sold out during the quarter.

Managers
754
13F filers
766
New
59
Added
309
Reduced
267
Sold out
97
Shares held by filers
101,343,112

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SEMITAM BONAM LLC45,519$4.66M3.88%+2,74113F-HRTimeline
Trek Financial, LLC45,098$4.62M0.27%-16,56413F-HRTimeline
Arcataur Capital Management LLC43,849$4.49M1.29%-53513F-HRTimeline
Physician Wealth Advisors, Inc.43,404$4.44M0.62%+1,68013F-HRTimeline
Royal Harbor Partners, LLC43,118$4.41M1.46%+1,31813F-HRTimeline
Portside Wealth Group, LLC41,594$4.26M0.58%+2,92113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC39,736$4.07M0.05%new13F-HRTimelineGroup
Greenspring Advisors, LLC39,271$4.02M0.25%+35,70713F-HRTimeline
Ares Financial Consulting, LLC38,938$3.99M3.8%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC38,812$3.97M0.1%-51,08613F-HRTimelineGroup
MACKENZIE FINANCIAL CORP38,500$3.94M<0.01%-5,20013F-HRTimeline
Dogwood Wealth Management LLC38,223$3.91M1.72%-1,22213F-HRTimeline
American Wealth Advisors, LLC37,955$3.88M3.81%+9713F-HRTimeline
CFS Investment Advisory Services, LLC37,612$3.85M0.28%-19,10713F-HRTimeline
Trilogy Capital Inc.37,114$3.8M0.17%-1,22413F-HRTimeline
Copia Wealth Management36,492$3.74M2.67%+1,01613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…35,676$3.65M0.19%+1,82013F-HRTimeline
Alliance Wealth Advisors, LLC /UT35,285$3.61M0.78%-11,21213F-HRTimeline
Echo45 Advisors LLC35,189$3.6M2.06%-5,13813F-HRTimeline
Brooklyn FI, LLC34,664$3.55M0.76%+7,52913F-HRTimeline
Hudson Portfolio Management LLC34,333$3.52M3.03%+5713F-HRTimeline
Passive Capital Management, LLC.33,912$3.47M1.09%+73013F-HRTimeline
Martin Capital Partners, LLC33,351$3.42M1.28%+613F-HRTimeline
Madden Advisory Services, Inc.33,217$3.4M1.37%+52713F-HRTimeline
Bell Investment Advisors, Inc33,026$3.38M0.53%+10,82813F-HRTimeline
Collaborative Wealth Managment Inc.32,826$3.36M1.18%+14,41713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC32,770$3.36M0.06%+2,22113F-HR/ATimeline
Perennial Investment Advisors, LLC31,357$3.21M0.25%+3,32713F-HRTimeline
Sigma Planning Corp31,059$3.18M0.09%+6,96313F-HRTimeline
SOFI WEALTH, LLC30,864$3.16M0.16%+2,10813F-HRTimeline
Maltin Wealth Management, Inc.30,460$3.12M1.24%+1,16413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC30,382$3.11M0.02%+16313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30,025$3.07M<0.01%+30,02213F-HRTimelineGroup
Strategic Blueprint, LLC29,780$3.05M0.18%-16,11113F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.29,753$3.05M2.35%-6,25313F-HRTimeline
WEALTHSPAN PARTNERS, LLC29,760$3.05M1.11%+24,15613F-HRTimeline
Apex Wealth Management, LLC29,727$3.04M3.09%-1,80513F-HRTimeline
Chicago Partners Investment Group LLC29,617$3.04M0.07%+3,19413F-HRTimeline
Trademark Financial Management, LLC29,100$2.98M1.64%-88213F-HRTimeline
Koss-Olinger Consulting, LLC29,075$2.98M0.23%-2,36013F-HRTimeline
Mutual Advisors, LLC28,906$2.96M0.06%-50,73813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC28,794$2.95M2.01%+1,43613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,584$2.93M0.2%+4,13413F-HRTimeline
Breakwater Capital Group28,522$2.92M0.41%-77413F-HRTimeline
AMARA FINANCIAL, LLC.27,738$2.84M1.97%+2,54713F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding27,640$2.83M+6,415Timeline
Soltis Investment Advisors LLC27,522$2.82M0.19%-3,72113F-HR/ATimeline
Integrated Advisors Network LLC27,451$2.81M0.12%-1,07513F-HRTimeline
LongView Wealth Management27,340$2.8M0.68%+2,66113F-HRTimeline
Beckerman Institutional, LLC27,196$2.78M1.56%-19613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.26,953$2.76M0.3%-6113F-HRTimeline
Aptus Capital Advisors, LLC26,907$2.76M0.02%-7,91013F-HRTimeline
Van Hulzen Asset Management, LLC26,625$2.73M0.2%+3,29313F-HRTimeline
Investment Partners Asset Management, I…26,606$2.72M1.7%+6,99613F-HRTimeline
Chesley Taft & Associates LLC26,555$2.72M0.11%+1,60913F-HRTimeline
CWM, LLCin group CWM, LLC26,509$2.71M0.01%-27,26013F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC26,348$2.7M1.67%+5013F-HRTimeline
VAN STRUM & TOWNE INC.26,182$2.68M0.75%new13F-HRTimeline
Eagle Wealth Advisors LLC25,969$2.66M2.27%13F-HRTimeline
Fairway Wealth LLC25,941$2.66M0.72%+3,64313F-HRTimeline
Elevated Financial Group LLC25,842$2.65M0.92%13F-HRTimeline
Steward Partners Investment Advisory, L…25,750$2.64M0.01%-10,04113F-HRTimeline
Snider Financial Group25,355$2.6M0.69%new13F-HRTimeline
DMC Group, LLC25,210$2.58M1.72%+1,58313F-HRTimeline
Regal Investment Advisors LLC25,198$2.58M0.15%-7,42913F-HRTimeline
Heck Capital Advisors, LLC25,168$2.58M0.19%-7813F-HRTimeline
Fortis Advisors, LLC25,127$2.57M1.42%+32513F-HRTimeline
Carr Financial Group Corp25,007$2.56M0.68%+1,06013F-HRTimeline
Independent Wealth Network Inc.24,484$2.51M0.77%+1,93713F-HRTimeline
Alpha Omega Wealth Management LLC24,377$2.5M0.41%-10213F-HRTimeline
Ewing Morris & Co. Investment Partners …23,578$2.44M1.07%+8513F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC23,642$2.42M1.56%+4,52113F-HRTimeline
Montecito Bank & Trust23,550$2.41M0.38%-1,18013F-HRTimeline
LifeGuide Financial Advisors, LLC23,517$2.41M0.8%+2,47013F-HRTimeline
CGN Advisors LLC23,272$2.38M0.19%+3,56913F-HRTimeline
Ignite Planners, LLC23,101$2.38M0.36%-1,65913F-HRTimeline
EQ WEALTH ADVISORS, LLC22,948$2.35M1.39%-92913F-HRTimeline
Traub Capital Management LLC22,647$2.32M2.23%+25513F-HRTimeline
Virtus Family Office LLC22,427$2.3M1.98%+2,38413F-HRTimeline
Portland Financial Advisors Inc22,111$2.26M4.81%+48413F-HRTimeline
Approach Retirement Advisors, LLC21,883$2.24M1.93%13F-HRTimeline
Peak Financial Management, Inc.21,562$2.21M0.57%-44613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.21,063$2.16M0.72%-20013F-HR/ATimeline
Roundview Capital LLC20,218$2.07M0.13%+1,23413F-HRTimeline
Independent Family Office, LLC20,070$2.05M0.86%+6,67013F-HRTimeline
CHOREO, LLC19,995$2.05M0.03%-6,17313F-HRTimeline
Arete Wealth Advisors, LLC19,871$2.03M0.14%-3,56313F-HR/ATimeline
Financial & Tax Architects, LLC19,816$2.03M0.46%-1,28313F-HRTimeline
Fund Evaluation Group, LLC19,514$2M0.07%new13F-HRTimeline
Strategic Financial Concepts, LLC19,217$1.97M1.8%new13F-HRTimeline
Sharper & Granite LLC19,005$1.95M0.69%+36013F-HRTimeline
21 West Wealth Management LLC18,926$1.94M1.77%+2,29913F-HRTimeline
Capasso Planning Partners LLC18,913$1.94M1.06%+10,34413F-HRTimeline
Liberty Atlantic Advisors LLC18,868$1.93M1.9%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC18,760$1.92M0.12%-1,14913F-HRTimeline
Advus Financial Partners, LLC18,723$1.92M0.69%+49613F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS18,464$1.89M<0.01%+14113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,183$1.86M0.02%+5,50013F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding18,171$1.86M+737Timeline
Signal Advisors Wealth, LLC17,946$1.84M0.15%+2,20013F-HRTimeline
Mendota Financial Group, LLC17,903$1.83M1.33%+3,76413F-HRTimeline
Heritage Investment Group, Inc.17,900$1.83M0.28%+2,19013F-HRTimeline
Vigilare Wealth Management17,848$1.83M0.61%-37,65613F-HRTimeline
Balance Wealth Partners LLC17,806$1.82M0.59%-15,72413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,680$1.81M0.02%-137,52113F-HRTimelineGroup
BridgePort Financial Solutions, LLC17,580$1.8M0.48%-67213F-HRTimeline
One Wealth Map LLC17,357$1.78M0.91%+44413F-HRTimeline
Spartan Planning & Wealth Management17,353$1.78M1.31%-7,69713F-HRTimeline
TAGStone Capital, Inc.16,982$1.74M0.65%+3,57213F-HRTimeline
Sellwood Investment Partners LLC16,812$1.72M0.67%+2,23213F-HRTimeline
Fermata Advisors, LLC16,771$1.72M0.41%-2,17013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,661$1.71M<0.01%+60913F-HRTimelineGroup
Belpointe Asset Management LLC16,643$1.7M0.06%-73313F-HRTimeline
McCartney Wealth Management LLC16,147$1.65M1.43%13F-HRTimeline
Successful Portfolios LLC15,859$1.63M0.83%-7713F-HRTimeline
Atria Investments, Inc15,588$1.6M0.02%-9,78913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,576$1.59M0.04%-5,63613F-HR/ATimelineGroup
Legacy Wealth Partners, LLC15,512$1.59M0.41%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding15,391$1.58M+6,048Timeline
ROBERTS GLORE & CO INC /IL/15,372$1.57M0.42%+3,15413F-HRTimeline
Sowell Financial Services LLC15,159$1.55M0.06%+20413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…15,029$1.54M0.01%-111,32013F-HRTimelineGroup
Rathbones Group PLC14,959$1.53M0.01%+6,22413F-HR/ATimeline
Matrix Trust Co14,947$1.53M0.25%+23013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC14,894$1.52M0.94%+11,55413F-HRTimeline
SeedSafe Financial LLC14,847$1.52M1.35%13F-HRTimeline
DecisionMap Wealth Management, LLC14,782$1.51M0.93%+1,04713F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.5M0.64%-14,84413F-HRTimelineAmount filed as zero, left out of ratios.
MONTAG A & ASSOCIATES INC14,498$1.48M0.07%new13F-HRTimeline
VanderPol Investments L.L.C.14,358$1.47M2.8%-35513F-HRTimeline
Virtue Capital Management, LLC14,076$1.44M0.22%-28,96213F-HR/ATimeline
Tyche Wealth Partners LLC13,979$1.43M0.23%+1,40113F-HRTimeline
VERITY Wealth Advisors13,841$1.42M0.88%013F-HRTimeline
Global Retirement Partners, LLC13,467$1.38M0.02%-5,57613F-HRTimeline
&PARTNERS13,550$1.36M0.01%-4,18913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding13,242$1.36M-3,599Timeline
WHITTIER TRUST CO13,192$1.35M0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,200$1.35M0.11%+1,03413F-HRTimeline
Pinnacle Wealth Management Group, Inc.13,010$1.33M0.67%-1,77313F-HRTimeline
JGP Wealth Management, LLC12,950$1.33M0.14%+2,96013F-HRTimeline
Brand Asset Management Group, Inc.12,934$1.32M0.37%-85513F-HRTimeline
Blue Edge Capital, LLC12,883$1.32M0.18%+8,08513F-HRTimeline
RDA Financial Network12,713$1.3M0.31%+513F-HRTimeline
Vestmark Advisory Solutions, Inc.12,653$1.3M0.02%+2,84113F-HRTimeline
XY Planning Network, Inc.12,613$1.29M0.23%-1,53213F-HRTimeline
Comprehensive Money Management Services…12,179$1.25M0.86%013F-HRTimeline
Wallace Advisory Group, LLC12,178$1.25M1.31%-2,18813F-HRTimeline
Boltwood Capital Management12,025$1.23M0.32%+2,52513F-HRTimeline
Breakwater Investment Management12,003$1.23M0.44%013F-HRTimeline
Tidemark, LLC11,825$1.21M0.34%-17713F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…11,641$1.19M0.14%13F-HRTimeline
Focus Financial Network, Inc.11,497$1.18M0.04%-6213F-HRTimeline
IHT Wealth Management, LLC11,413$1.17M0.03%+3,41213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC11,338$1.16M0.15%+8,82413F-HRTimeline
COMERICA BANK11,264$1.15M<0.01%-3,32313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,220$1.15M0.1%-1,33113F-HRTimelineGroup
Good Harbor Advisors, Inc.11,098$1.14M1.32%13F-HRTimeline
Relyea Zuckerberg Hanson LLC11,044$1.13M0.11%013F-HRTimeline
Winter & Associates, Inc.10,941$1.12M1.04%13F-HRTimeline
Edge Financial Advisors LLC10,747$1.1M0.46%+20513F-HRTimeline
Snowden Capital Advisors LLC10,642$1.09M0.03%+5713F-HRTimeline
Western Wealth Management, LLC10,636$1.09M0.05%+7,92013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,608$1.09M0.04%+1,66913F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC10,604$1.09M0.02%-3,31113F-HRTimeline
J.W. COLE ADVISORS, INC.11,133$1.07M0.03%-68613F-HRTimeline
Tennessee Valley Asset Management Partn…10,323$1.06M0.14%-59613F-HRTimeline
Curbstone Financial Management Corp10,250$1.05M0.2%-80013F-HRTimeline
OneDigital Investment Advisors LLC10,246$1.05M0.01%-174,44113F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,205$1.04M0.04%-6,05713F-HRTimeline
NWAM LLC10,132$1.04M0.06%+59013F-HRTimeline
Pinion Investment Advisors, LLC9,962$1.02M0.25%+2,52813F-HRTimeline
EHRLICH FINANCIAL GROUP9,956$1.02M0.58%-1,53813F-HRTimeline
Strathmore Capital Advisors, Inc.9,913$1.01M0.33%-37513F-HRTimeline
Gilliland Jeter Wealth Management LLC9,900$1.01M0.31%-31013F-HRTimeline
Balefire, LLC9,888$1.01M0.2%-6,95313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.9,864$1.01M0.15%+4,83613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD9,842$1.01M0.01%+1,13313F-HRTimelineGroup
NWF Advisory Services Inc.9,785$1M0.11%+113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,416$964K0.06%+1,56913F-HRTimeline
L. Roy Papp & Associates, LLP9,400$962K0.11%013F-HRTimeline
Savvy Advisors, Inc.9,140$936K0.03%+1,08513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,072$929K<0.01%+1,63213F-HRTimelineGroup
EVEXIA WEALTH LLC8,987$922K0.26%-4,10913F-HRTimeline
Cornerstone Financial Management LLC8,969$918K0.86%13F-HR/ATimeline
Prospera Financial Services Inc8,910$912K0.01%-61713F-HRTimeline
Oakmont Advisory Group, LLC8,849$906K0.97%13F-HRTimeline
Private Wealth Management Group, LLC8,832$904K0.24%+2513F-HRTimeline
First PREMIER Bank8,816$903K0.21%-5,02113F-HRTimeline
Foundations Investment Advisors, LLC8,807$902K0.01%-51,40813F-HRTimeline
TCI Wealth Advisors, Inc.8,703$891K0.05%new13F-HRTimeline
West Wealth Group, LLC8,584$879K0.18%+62713F-HRTimeline
Empirical Asset Management, LLC8,569$877K0.25%-66013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,556$876K0.4%13F-HRTimeline
Latitude Advisors, LLC8,545$875K0.38%+54613F-HRTimeline
Topor & Co. Korea8,338$854K0.64%13F-HR/ATimeline
Princeton Global Asset Management LLC8,236$843K0.14%+2613F-HRTimeline
Townsend Financial Planning, LLC7,918$811K0.81%13F-HRTimeline
Riverbend Wealth Management, LLC7,892$808K0.51%+76513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,871$806K0.02%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC7,880$806K0.13%-40313F-HRTimeline