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Disclosery

STIP ISHARES TR

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SHS (fund)

754 managers (766 13F filers) reported a position in STIP shares at 2026-03-31, 116,213,330 shares in all. 83 filers opened a position and 76 filers sold out during the quarter.

Managers
754
13F filers
766
New
83
Added
333
Reduced
241
Sold out
76
Shares held by filers
116,213,330

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Stone Summit Wealth LLC46,974$4.86M1.35%+1,10513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC45,890$4.75M0.53%-1,71213F-HRTimeline
Royal Harbor Partners, LLC45,718$4.73M1.6%+2,60013F-HRTimeline
Fund Evaluation Group, LLC44,690$4.62M0.14%+25,17613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…44,500$4.6M0.01%-37,50013F-HR/ATimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC44,198$4.57M2.62%+29,30413F-HRTimeline
Arcataur Capital Management LLC43,744$4.52M1.26%-10513F-HRTimeline
NorthCrest Asset Manangement, LLC43,653$4.51M0.14%-10,55813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,484$4.5M0.03%-16,37213F-HRTimelineGroup
Physician Wealth Advisors, Inc.42,785$4.43M0.62%-61913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42,584$4.4M0.01%-409,91813F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC41,230$4.26M0.02%new13F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…40,976$4.24M0.23%+5,30013F-HRTimeline
Greenspring Advisors, LLC40,585$4.2M0.26%+1,31413F-HRTimeline
Eagle Wealth Advisors LLC40,167$4.15M3.83%+14,19813F-HRTimeline
Dogwood Wealth Management LLC39,823$4.12M1.79%+1,60013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…39,814$4.12M0.11%-77,31813F-HRTimelineGroup
Copia Wealth Management39,708$4.11M2.82%+3,21613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.39,516$4.09M0.46%+12,56313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.39,049$4.04M0.01%-17,95213F-HRTimelineGroup
MACKENZIE FINANCIAL CORP37,800$3.91M<0.01%-70013F-HRTimeline
Hershey Financial Advisers, LLC37,673$3.9M3.36%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC36,615$3.79M1.33%+6,85513F-HRTimeline
American Wealth Advisors, LLC36,382$3.76M3.92%-1,57313F-HRTimeline
Echo45 Advisors LLC36,298$3.75M2.11%+1,10913F-HRTimeline
Trilogy Capital Inc.36,260$3.75M0.17%-85413F-HRTimeline
Hudson Portfolio Management LLC35,033$3.62M3.05%+70013F-HRTimeline
Ares Financial Consulting, LLC35,126$3.62M2.85%-3,81213F-HRTimeline
SOFI WEALTH, LLC33,576$3.47M0.17%+2,71213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC33,552$3.47M<0.01%-246,01013F-HRTimeline
Madden Advisory Services, Inc.33,517$3.47M1.37%+30013F-HRTimeline
Trademark Financial Management, LLC33,407$3.46M1.69%+4,30713F-HRTimeline
Koss-Olinger Consulting, LLC33,375$3.45M0.29%+4,30013F-HRTimeline
Martin Capital Partners, LLC33,185$3.43M1.28%-16613F-HRTimeline
Brooklyn FI, LLC33,085$3.42M0.72%-1,57913F-HRTimeline
Passive Capital Management, LLC.32,534$3.36M1%-1,37813F-HRTimeline
Liberty Atlantic Advisors LLC31,867$3.3M2.82%+12,99913F-HRTimeline
Maltin Wealth Management, Inc.31,734$3.28M1.25%+1,27413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,820$3.19M0.07%-7,99213F-HRTimelineGroup
Van Hulzen Asset Management, LLC30,322$3.14M0.23%+3,69713F-HRTimeline
Bell Investment Advisors, Inc30,097$3.11M0.49%-2,92913F-HRTimeline
CFS Investment Advisory Services, LLC29,899$3.1M0.21%-7,71313F-HRTimeline
Chicago Partners Investment Group LLC29,739$3.08M0.07%+12213F-HRTimeline
Sigma Planning Corp29,786$3.08M0.09%-1,27313F-HRTimeline
Strategic Blueprint, LLC29,584$3.06M0.18%-19613F-HRTimeline
DMC Group, LLC29,476$3.05M2.06%+4,26613F-HRTimeline
Chesley Taft & Associates LLC29,407$3.04M0.13%+2,85213F-HRTimeline
Prospera Financial Services Inc29,126$3.01M0.05%+20,21613F-HRTimeline
Mutual Advisors, LLC28,831$2.98M0.06%-7513F-HRTimeline
Elevated Financial Group LLC28,673$2.97M0.98%+2,83113F-HRTimeline
VAN STRUM & TOWNE INC.28,657$2.96M0.87%+2,47513F-HRTimeline
Breakwater Capital Group28,642$2.96M0.4%+12013F-HRTimeline
Brookwood Investment Group LLC28,041$2.9M0.37%+24,95513F-HRTimeline
Heck Capital Advisors, LLC27,809$2.88M0.21%+2,64113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC27,747$2.87M0.3%new13F-HRTimelineGroup
Beckerman Institutional, LLC27,673$2.86M1.52%+47713F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding27,640$2.86M0Timeline
Soltis Investment Advisors LLC27,526$2.85M0.19%+413F-HRTimeline
Investment Partners Asset Management, I…27,524$2.85M1.76%+91813F-HRTimeline
Stillwater Private Wealth, LLC27,173$2.81M2.38%13F-HRTimeline
Snider Financial Group26,912$2.78M0.84%+1,55713F-HRTimeline
Regal Investment Advisors LLC25,896$2.68M0.15%+69813F-HRTimeline
Approach Retirement Advisors, LLC25,721$2.66M2.21%+3,83813F-HRTimeline
CGN Advisors LLC25,312$2.62M0.21%+2,04013F-HRTimeline
Godfrey Financial Associates, Inc.25,311$2.62M2.25%+16,71013F-HRTimeline
Independent Wealth Network Inc.24,797$2.56M0.76%+31313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED24,590$2.54M0.19%-3,99413F-HRTimeline
Steward Partners Investment Advisory, L…24,589$2.54M0.01%-1,16113F-HRTimeline
Carr Financial Group Corp24,507$2.53M0.67%-50013F-HRTimeline
Alpha Omega Wealth Management LLC24,319$2.52M0.41%-5813F-HRTimeline
CWM, LLCin group CWM, LLC24,250$2.51M0.01%-2,25913F-HRTimelineGroup
Sellwood Investment Partners LLC24,231$2.51M0.99%+7,41913F-HRTimeline
Ignite Planners, LLC24,195$2.51M0.39%+1,09413F-HRTimeline
Fairway Wealth LLC23,994$2.48M0.65%-1,94713F-HRTimeline
Traub Capital Management LLC23,987$2.48M2.46%+1,34013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.23,795$2.47M1.73%-5,95813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC23,827$2.46M0.3%+12,48913F-HRTimeline
LifeGuide Financial Advisors, LLC23,057$2.38M0.76%-46013F-HRTimeline
Ewing Morris & Co. Investment Partners …22,615$2.34M1.05%-96313F-HRTimeline
&PARTNERS21,835$2.32M0.01%+8,28513F-HRTimeline
Montecito Bank & Trust22,320$2.31M0.38%-1,23013F-HRTimeline
Portland Financial Advisors Inc22,305$2.31M4.8%+19413F-HRTimeline
Boltwood Capital Management22,265$2.3M0.59%+10,24013F-HRTimeline
Peak Financial Management, Inc.22,201$2.3M0.58%+63913F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC21,738$2.25M1.46%-1,90413F-HRTimeline
Mariner, LLCin group Mariner, LLC21,431$2.22M<0.01%-44,27213F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.21,305$2.2M0.77%+24213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,204$2.19M<0.01%+2,74013F-HRTimeline
EQ WEALTH ADVISORS, LLC21,190$2.19M1.28%-1,75813F-HRTimeline
Signal Advisors Wealth, LLC20,742$2.15M0.15%+2,79613F-HRTimeline
Independent Family Office, LLC20,570$2.13M0.88%+50013F-HRTimeline
Roundview Capital LLC20,334$2.1M0.13%+11613F-HRTimeline
FIRST UNITED BANK & TRUST20,260$2.1M0.68%+13,96913F-HRTimeline
Strategic Financial Concepts, LLC20,110$2.08M0.51%+89313F-HRTimeline
Portside Wealth Group, LLC20,018$2.07M0.28%-21,57613F-HRTimeline
Belpointe Asset Management LLC19,768$2.04M0.07%+3,12513F-HRTimeline
Aptus Capital Advisors, LLC19,631$2.03M0.02%-7,27613F-HRTimeline
Financial & Tax Architects, LLC19,441$2.01M0.45%-37513F-HRTimeline
Blue Edge Capital, LLC19,183$1.98M0.26%+6,30013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC19,103$1.98M0.14%new13F-HRTimelineGroup
Fermata Advisors, LLC19,100$1.98M0.44%+2,32913F-HRTimeline
Advus Financial Partners, LLC19,039$1.97M0.75%+31613F-HR/ATimeline
Capasso Planning Partners LLC18,931$1.96M1.06%+1813F-HRTimeline
Heritage Investment Group, Inc.18,927$1.96M0.3%+1,02713F-HRTimeline
AMARA FINANCIAL, LLC.18,493$1.91M1.32%-9,24513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,483$1.91M0.17%+13,10413F-HRTimelineGroup
CHOREO, LLC18,470$1.91M0.02%-1,52513F-HRTimeline
WHITTIER TRUST CO18,442$1.91M0.02%+5,25013F-HRTimeline
Mendota Financial Group, LLC18,389$1.9M1.41%+48613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,338$1.9M<0.01%+1,67713F-HRTimelineGroup
Sharper & Granite LLC18,314$1.89M0.65%-69113F-HRTimeline
21 West Wealth Management LLC18,220$1.88M1.75%-70613F-HRTimeline
Virtus Family Office LLC18,219$1.88M1.61%-4,20813F-HRTimeline
Arlington Financial Advisors, LLC17,583$1.82M0.26%-36,37013F-HRTimeline
One Wealth Map LLC17,495$1.81M0.88%+13813F-HRTimeline
SeedSafe Financial LLC17,361$1.8M1.48%+2,51413F-HRTimeline
Winter & Associates, Inc.17,284$1.79M1.56%+6,34313F-HRTimeline
BridgePort Financial Solutions, LLC17,102$1.77M0.5%-47813F-HRTimeline
GUIDANCE CAPITAL, INC16,842$1.74M0.39%+13,29213F-HRTimeline
Perennial Investment Advisors, LLC16,801$1.74M0.14%-14,55613F-HRTimeline
Visionary Horizons, LLC16,552$1.71M0.84%+9,93613F-HRTimeline
McCartney Wealth Management LLC16,470$1.7M1.43%+32313F-HRTimeline
ROBERTS GLORE & CO INC /IL/15,957$1.65M0.45%+58513F-HRTimeline
Intentional Wealth Strategies, LLC15,947$1.65M1.54%13F-HRTimeline
TAGStone Capital, Inc.15,906$1.65M0.58%-1,07613F-HRTimeline
Successful Portfolios LLC15,729$1.63M0.9%-13013F-HRTimeline
Atlatl Advisers LLC15,688$1.62M1.2%+10,69413F-HRTimeline
MONTAG A & ASSOCIATES INC15,613$1.61M0.08%+1,11513F-HRTimeline
Sowell Financial Services LLC15,569$1.61M0.06%+41013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC14,705$1.52M<0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC14,543$1.5M0.11%-4,21713F-HRTimeline
Prairie Wealth Advisors, Inc.0$1.5M0.65%013F-HRTimelineAmount filed as zero, left out of ratios.
Tyche Wealth Partners LLC14,418$1.49M0.23%+43913F-HRTimeline
Tennessee Valley Asset Management Partn…14,279$1.48M0.2%+3,95613F-HRTimeline
Ridgewood Investments LLC14,190$1.47M0.6%13F-HRTimeline
Edgestream Partners, L.P.13,974$1.45M0.05%new13F-HRTimeline
VERITY Wealth Advisors13,841$1.43M0.96%013F-HRTimeline
Scissortail Wealth Management, LLC13,695$1.42M0.28%new13F-HRTimeline
Transmarket Holdings LP13,485$1.39M0.74%new13F-HRTimeline
Rathbones Group PLC13,467$1.39M0.01%-1,49213F-HR/ATimeline
HANSEATIC MANAGEMENT SERVICES INC13,442$1.39M1.33%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,200$1.37M0.11%013F-HRTimeline
Vertex Planning Partners, LLC13,066$1.35M0.26%+7,96413F-HRTimeline
Gateway Wealth Partners, LLC12,908$1.34M0.05%+6,72513F-HRTimeline
RDA Financial Network12,855$1.33M0.33%+14213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,740$1.32M<0.01%-153,73313F-HRTimelineGroup
Focus Financial Network, Inc.12,719$1.32M0.05%+1,22213F-HRTimeline
Tidemark, LLC12,519$1.29M0.33%+69413F-HRTimeline
Comprehensive Money Management Services…12,434$1.29M0.84%+25513F-HRTimeline
JGP Wealth Management, LLC12,394$1.28M0.13%-55613F-HRTimeline
Foundations Investment Advisors, LLC12,248$1.27M0.02%+3,44113F-HRTimeline
XY Planning Network, Inc.12,260$1.26M0.2%-35313F-HRTimeline
Breakwater Investment Management12,010$1.24M0.46%+713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC11,999$1.24M0.79%-16,79513F-HRTimeline
Atria Investments, Inc11,824$1.22M0.01%-3,76413F-HRTimeline
NWAM LLC11,748$1.22M0.07%+1,61613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…11,720$1.21M0.14%+7913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,619$1.2M0.06%+6,05813F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.11,467$1.19M0.58%-1,54313F-HRTimeline
J.W. COLE ADVISORS, INC.11,457$1.18M0.04%+32413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,408$1.18M0.04%+80013F-HRTimelineGroup
Brand Asset Management Group, Inc.11,393$1.18M0.31%-1,54113F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…11,221$1.16M0.1%13F-HRTimelineGroup
SEEDS INVESTOR LLC11,084$1.15M0.16%new13F-HRTimeline
Good Harbor Advisors, Inc.11,098$1.15M1.25%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,055$1.14M-4,336Timeline
Relyea Zuckerberg Hanson LLC11,044$1.14M0.11%013F-HRTimeline
IHT Wealth Management, LLC10,956$1.13M0.03%-45713F-HRTimeline
Alliance Wealth Advisors, LLC /UT10,653$1.1M0.24%-24,63213F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC10,514$1.09M0.4%-7,65713F-HRTimelineGroup
Strathmore Capital Advisors, Inc.10,442$1.09M0.31%+52913F-HRTimeline
EVEXIA WEALTH LLC10,463$1.08M0.3%+1,47613F-HRTimeline
Capital Square, LLC10,392$1.08M0.5%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC10,260$1.06M0.31%+36013F-HRTimeline
Curbstone Financial Management Corp10,250$1.06M0.2%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,208$1.06M<0.01%+7,50613F-HRTimelineGroup
Independent Advisor Alliance10,208$1.06M0.01%new13F-HRTimeline
Advisor Resource Council10,131$1.05M0.41%+4,03813F-HRTimeline
Kingsview Wealth Management, LLC10,129$1.05M0.01%new13F-HRTimeline
Virtue Capital Management, LLC10,070$1.04M0.16%-4,00613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding10,043$1.04M-3,199Timeline
Balance Wealth Partners LLC10,006$1.03M0.32%-7,80013F-HRTimeline
Fortis Advisors, LLC9,949$1.03M0.52%-15,17813F-HRTimeline
Vestmark Advisory Solutions, Inc.9,920$1.03M0.01%-2,73313F-HRTimeline
Elevation Capital Advisory, LLC9,852$1.02M0.43%new13F-HRTimeline
Cascade Financial Partners, LLC9,699$1M0.1%-103,75313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,586$991K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.9,530$986K0.03%+39013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,416$974K0.06%013F-HRTimeline
DecisionMap Wealth Management, LLC9,209$953K0.62%-5,57313F-HRTimeline
Merit Financial Group, LLC9,083$939K0.01%+3,02213F-HRTimeline
WEALTHGARDEN F.S. LLC9,067$938K0.64%+5,32613F-HRTimeline
Private Wealth Management Group, LLC8,904$921K0.24%+7213F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,856$916K0.42%+30013F-HRTimeline
Empirical Asset Management, LLC8,800$910K0.24%+23113F-HRTimeline
Latitude Advisors, LLC8,729$903K0.41%+18413F-HRTimeline
One Wealth Advisors, LLC8,706$900K0.11%+1,89113F-HRTimeline
Snowden Capital Advisors LLC8,633$893K0.02%-2,00913F-HRTimeline
TCI Wealth Advisors, Inc.8,461$875K0.05%-24213F-HRTimeline
Topor & Co. Korea8,423$871K0.74%+8513F-HRTimeline