Skip to content
Disclosery

STIP ISHARES TR

Follow

SHS (fund)

816 managers (826 13F filers) reported a position in STIP shares at 2026-06-30, 125,443,482 shares in all. 119 filers opened a position and 48 filers sold out during the quarter.

Managers
816
13F filers
826
New
119
Added
430
Reduced
174
Sold out
48
Shares held by filers
125,443,482

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Riverbend Wealth Management, LLC9,854$1.01M0.51%+1,59513F-HRTimeline
Integrated Advisors Network LLC9,850$1.01M0.05%+5,01013F-HRTimeline
Empirical Asset Management, LLC9,735$995K0.22%+93513F-HRTimeline
One Wealth Advisors, LLC9,584$979K0.11%+87813F-HRTimeline
Advisory Solutions Group, LLC9,519$972K0.33%13F-HRTimeline
DecisionMap Wealth Management, LLC9,518$972K0.54%+30913F-HRTimeline
Archer Investment Management, LLC9,487$969K0.33%+4,34613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,586$969K+5,346Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,405$961K<0.01%+1,41013F-HRTimelineGroup
L. Roy Papp & Associates, LLP9,400$960K0.1%new13F-HRTimeline
Ridgewood Investments LLC9,320$952K0.36%-4,87013F-HRTimeline
Alliance Wealth Advisors, LLC /UT9,270$947K0.18%-1,38313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,221$942K0.05%-19513F-HRTimeline
Midwest Capital Advisors, LLC9,194$939K0.38%+8,89413F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC9,043$924K0.39%+18713F-HRTimeline
Private Wealth Management Group, LLC8,934$913K0.21%+3013F-HRTimeline
Cascade Financial Partners, LLC8,830$902K0.08%-86913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,820$901K0.04%-69,22413F-HRTimeline
Elevation Capital Advisory, LLC8,815$901K0.35%-1,03713F-HRTimeline
Collier Financial8,814$900K0.62%+1,06913F-HRTimeline
Pettinga Financial Advisors LLC8,800$899K0.14%new13F-HRTimeline
Latitude Advisors, LLC8,673$886K0.35%-5613F-HRTimeline
Snowden Capital Advisors LLC8,630$882K0.02%-313F-HRTimeline
First Bank & Trust8,595$878K0.13%+1,78813F-HRTimeline
Ewing Morris & Co. Investment Partners …8,585$877K0.46%-14,03013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,596$871K0.18%+2,71513F-HRTimeline
TCI Wealth Advisors, Inc.8,471$865K0.04%+1013F-HRTimeline
Topor & Co. Korea8,423$860K0.68%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,247$843K0.24%+5,34113F-HRTimeline
Townsend Financial Planning, LLC8,238$842K0.73%+15913F-HRTimeline
Matrix Trust Co8,223$840K0.12%+32113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,200$838K0.06%-10,90313F-HRTimelineGroup
Advisor Resource Council8,219$834K0.28%-1,91213F-HRTimeline
Fortitude Family Office, LLC8,145$832K0.16%+22313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC8,143$832K0.32%+53213F-HRTimeline
Avant Financial Advisors LLC8,061$824K0.51%+27213F-HRTimeline
WealthShield Partners, LLC8,001$817K0.13%+5,01313F-HRTimeline
Trek Financial, LLC7,960$813K0.04%+57813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,899$807K0.02%+2813F-HRTimelineGroup
Gateway Wealth Partners, LLC7,807$798K0.05%-5,10113F-HRTimeline
LaSalle St. Investment Advisors, LLC7,771$794K0.1%+6313F-HRTimeline
Rothschild Capital Partners, LLC7,698$786K0.17%+2,44513F-HRTimeline
Stokes Family Office, LLC7,642$781K0.09%new13F-HRTimeline
Sharkey, Howes & Javer7,546$771K0.09%new13F-HRTimeline
Allworth Financial LP7,535$770K<0.01%+4913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,480$764K0.1%-2713F-HRTimeline
Eagle Bay Advisors LLC7,456$762K0.57%+12113F-HRTimeline
Wealthspire Advisors, LLC7,423$758K<0.01%+2,67713F-HRTimeline
Security Financial Services, INC.7,405$756K0.1%new13F-HRTimeline
West Wealth Group, LLC7,336$750K0.12%+1,96213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,268$743K0.02%+7913F-HRTimeline
Sidoxia Capital Management, LLC7,226$738K0.54%+27113F-HRTimeline
PRIVATE TRUST CO NA7,156$731K0.06%+66613F-HRTimeline
Oakmont Advisory Group, LLC7,151$731K0.61%+1,39013F-HRTimeline
G&S Capital LLC7,127$728K0.21%new13F-HRTimeline
Wedmont Private Capital7,175$727K0.02%+77013F-HRTimeline
Glass Jacobson Investment Advisors llc7,114$727K0.23%+17613F-HRTimeline
PW ADVISORS, LLC \ FL7,088$724K0.48%+38313F-HRTimeline
Clarity Asset Management, Inc.7,074$723K0.35%+67813F-HRTimeline
RHS Financial, LLC7,073$723K0.29%+2,00413F-HRTimeline
Cornerstone Financial Management LLC7,013$716K0.57%-33013F-HR/ATimeline
First PREMIER Bank7,005$716K0.12%-1,06813F-HRTimeline
Disciplined Investments, LLC6,913$706K0.23%+89113F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC6,892$704K0.03%+2,80913F-HRTimeline
New England Private Wealth Advisors LLC6,869$695K0.07%new13F-HRTimeline
Cardinal Strategic Wealth Guidance6,785$693K0.16%new13F-HRTimeline
Arax Advisory Partners6,745$689K<0.01%+6,03413F-HRTimeline
EP Wealth Advisors, LLC6,699$684K<0.01%-28113F-HRTimeline
Quantinno Capital Management LP6,679$682K<0.01%+2,44313F-HRTimeline
Silver Grove Financial Group, Inc.6,639$678K0.37%+62013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,613$676K0.06%+10513F-HRTimeline
Robinswood Financial LLC6,593$674K0.19%+6513F-HRTimeline
VERITY Wealth Advisors6,583$673K0.41%-7,25813F-HRTimeline
Joseph P. Lucia & Associates, LLC6,578$672K0.2%-5013F-HRTimeline
Factor Wealth Management LTD6,495$663K0.1%+6013F-HRTimeline
Bucket List Wealth Management, LLC6,453$659K0.32%-52213F-HRTimeline
WEALTH ALLIANCE, LLC6,429$657K0.05%new13F-HRTimeline
Arbor Investment Advisors, LLC6,408$655K0.07%-42313F-HRTimeline
Triad Wealth Partners, LLC6,477$652K0.04%+2,15313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,376$651K0.01%+13613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,369$651K0.09%-36913F-HRTimeline
Holos Integrated Wealth LLC6,418$650K0.3%013F-HRTimeline
Sharp Wealth Advisory, LLC6,321$646K0.3%+1,30213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,285$642K0.07%-62313F-HR/ATimeline
Smith Partners Wealth Management, LLC6,262$640K0.51%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,175$639K0.05%+13413F-HRTimelineGroup
Quadrant Private Wealth Management, LLC6,250$639K0.14%new13F-HRTimeline
Stone House Investment Management, LLC6,180$631K0.08%+5,03313F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …6,151$628K0.06%+3,33413F-HRTimelineGroup
PFG Investments, LLC6,114$625K0.02%+80813F-HRTimeline
Cadent Capital Advisors, LLC6,105$624K0.13%+29513F-HRTimeline
Selective Wealth Management, Inc.6,116$620K0.16%+113F-HRTimeline
Buttonwood Financial Group, LLC6,001$613K0.35%+10813F-HRTimeline
Geneos Wealth Management Inc.5,998$613K0.01%+83313F-HRTimeline
WealthPlan Investment Management, LLC5,994$612K0.03%+26213F-HRTimeline
GREENLEAF TRUST5,861$599K0.01%+98113F-HRTimeline
McNaughton Wealth Management, LLC5,831$596K0.21%new13F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC5,819$594K0.5%new13F-HRTimeline
DeLarme Wealth Management, Inc.5,778$590K0.34%+51313F-HRTimeline
Thrive Capital Management, LLC5,742$587K0.11%+1,93413F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,731$585K0.47%-713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,724$585K0.03%+29313F-HRTimelineGroup
Meridian Wealth Management, LLC5,719$584K0.02%+5113F-HRTimeline
Sovran Advisors, LLC5,760$583K0.04%+1,95713F-HRTimeline
Westover Capital Advisors, LLC5,694$582K0.1%-10713F-HRTimeline
COREPATH WEALTH PARTNERS LLC5,720$580K0.36%013F-HRTimeline
Perennial Investment Advisors, LLC5,634$576K0.04%-11,16713F-HRTimeline
Simplicity Wealth,LLC5,591$571K0.02%new13F-HRTimeline
FC Advisory LLC5,503$562K0.15%+22813F-HRTimeline
Main Street Financial Solutions, LLC5,500$562K0.04%new13F-HRTimeline
RFG Advisory, LLC5,409$553K0.01%+17613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,372$549K0.02%+38113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,368$548K0.01%+1,48313F-HRTimelineGroup
LaFleur & Godfrey LLC5,367$548K0.07%+21113F-HRTimeline
Fiduciary Alliance LLC5,357$547K0.04%+3,19713F-HRTimeline
Scarborough Advisors, LLC5,268$539K0.06%+4,86413F-HRTimeline
WASHINGTON TRUST Co5,230$534K0.02%-34713F-HRTimeline
Synergy Investment Management, LLC5,221$533K0.13%new13F-HRTimeline
Sequoia Financial Advisors, LLC5,176$529K<0.01%+14713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,151$526K0.04%-13,33213F-HRTimelineGroup
EHRLICH FINANCIAL GROUP5,140$525K0.27%+28313F-HRTimeline
Wallace Advisory Group, LLC5,086$520K0.49%-19013F-HRTimeline
UPTICK PARTNERS, LLC5,039$515K0.08%+64713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,000$511K<0.01%013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC4,986$509K0.02%013F-HRTimeline
Princeton Global Asset Management LLC4,973$508K0.07%-2,00913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,961$507K0.34%-9713F-HRTimeline
BOSTON FAMILY OFFICE LLC4,949$506K0.03%+1,20313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4,885$499K0.78%-13113F-HRTimeline
Town Capital LLC4,883$499K0.32%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4,883$499K0.21%+1,81513F-HRTimeline
BOS Asset Management, LLC4,840$494K0.11%-1,75513F-HRTimeline
Patten Group, Inc.4,832$494K0.08%+50513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…4,784$489K0.02%+28913F-HRTimeline
Eaton Financial Holdings Company, LLC4,729$483K0.13%-1,55813F-HRTimeline
Western Wealth Management, LLC4,721$482K0.02%+1,24113F-HRTimeline
CENTAURUS FINANCIAL, INC.4,721$482K0.02%+1213F-HRTimeline
Ellis Investment Partners, LLC4,709$481K0.07%+5413F-HRTimeline
Strategies Wealth Advisors, LLC4,700$480K0.04%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.4,661$476K0.05%new13F-HRTimeline
Financial Harvest, LLC4,652$475K0.2%-3213F-HRTimeline
Blankinship & Foster, LLC4,648$475K0.1%+4813F-HRTimeline
Lansing Street Advisors4,641$474K0.1%new13F-HRTimeline
Mountain Capital Investment Advisors In…4,616$472K0.07%+24313F-HRTimeline
Mayflower Financial Advisors, LLC4,597$470K0.04%+313F-HRTimeline
Lodestone Wealth Management LLC4,592$469K0.17%-38613F-HRTimeline
SigFig Wealth Management, LLC4,584$469K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,577$468K<0.01%+33013F-HRTimelineGroup
Cassilly Financial Group LLC4,564$466K0.34%new13F-HR/ATimeline
Cypress Wealth Services, LLC4,553$465K0.06%new13F-HRTimeline
MADDEN SECURITIES Corp4,550$465K0.13%+21013F-HRTimeline
Bay Harbor Wealth Management, LLC4,527$462K0.11%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,526$462K0.11%-40613F-HRTimeline
Integrity Advisory Solutions, LLC4,525$462K0.05%new13F-HRTimeline
JB Capital LLC4,490$459K0.02%new13F-HRTimeline
Apex Wealth Management, LLC4,478$457K0.28%-8913F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,428$452K0.11%013F-HRTimeline
Verdence Capital Advisors LLC4,410$451K0.02%-2813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,349$444K+765Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,306$440K<0.01%new13F-HRTimelineGroup
Keel Point, LLC4,229$432K0.03%new13F-HRTimeline
Laurel Wealth Advisors LLC4,205$430K0.04%+40013F-HRTimeline
Skyline Advisors, Inc.4,190$428K0.13%+1,14013F-HRTimeline
TD Waterhouse Canada Inc.4,214$426K<0.01%+3,54813F-HRTimeline
MIDDLETON & CO INC/MA4,101$419K0.04%013F-HRTimeline
Obermeyer Wealth Partners4,021$411K0.02%-30513F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC4,000$409K0.02%new13F-HRTimelineGroup
Keystone Wealth Services, LLC3,936$402K0.07%+1213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,873$396K0.01%+3,53413F-HRTimelineGroup
Madson Wealth Advisors Inc3,846$393K0.27%-18913F-HRTimeline
Financial Network Wealth Advisors LLC3,841$392K0.4%+32513F-HRTimeline
Eagle Capital Management, LLC3,812$389K0.13%013F-HRTimeline
Berger Financial Group, Inc3,801$388K0.02%+95113F-HRTimeline
Affinity Capital Advisors, LLC3,815$387K0.05%-17313F-HRTimeline
Composition Wealth, LLC3,732$381K<0.01%-3,09913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,662$374K<0.01%-18113F-HRTimelineGroup
PFG Advisors3,643$372K0.02%-3,75313F-HRTimeline
Nuveen, LLCin group TIAA3,584$366K<0.01%new13F-HRTimelineGroup
Arrowroot Family Office, LLC3,560$364K0.1%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,540$362K0.04%-5013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc3,527$360K0.17%013F-HRTimeline
Archer Investment Corp3,511$359K0.07%+1,50113F-HR/ATimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,483$356K0.05%+6513F-HRTimeline
Braun-Bostich & Associates Inc.3,480$356K0.2%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,474$355K<0.01%013F-HRTimelineGroup
Rehmann Capital Advisory Group3,471$355K0.02%+3013F-HRTimeline
ATLas Financial Planning LLC3,469$354K0.29%+93013F-HRTimeline
Core Wealth Partners LLC3,468$354K0.15%013F-HRTimeline
Apella Capital, LLC3,484$353K<0.01%+41513F-HRTimeline
Essential Partners LLC3,451$353K0.16%-36013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,424$350K0.01%new13F-HRTimeline
Atlas Legacy Advisors, LLC3,424$350K0.05%new13F-HRTimeline
Inlight Wealth Management, LLC3,422$350K0.11%+25313F-HRTimeline
Avior Wealth Management, LLC3,412$349K0.01%-2613F-HRTimeline
Invst, LLC3,409$348K0.03%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,357$343K0.08%+6313F-HRTimeline
HighPoint Advisor Group LLC3,353$343K0.01%-6513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,343$342K<0.01%+2813F-HRTimelineGroup
LifePlan Investment Advisors, Inc.3,321$339K0.12%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…3,313$338K0.12%+4313F-HRTimeline