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Disclosery

STIP ISHARES TR

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SHS (fund)

617 managers (627 13F filers) reported a position in STIP shares at 2024-12-31, 75,888,567 shares in all. 59 filers opened a position and 45 filers sold out during the quarter.

Managers
617
13F filers
627
New
59
Added
236
Reduced
209
Sold out
45
Shares held by filers
75,888,567

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Lord & Richards Wealth Management, LLC4,615$464K0.98%13F-HRTimeline
J. W. Coons Advisors, LLC4,560$459K0.12%+1,93013F-HRTimeline
North Ridge Wealth Advisors, Inc.4,540$457K0.32%-1,53013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC4,533$456K0.29%+6713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,501$453K0.02%+41013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,482$451K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC4,440$447K0.01%+2,46513F-HRTimeline
Ellis Investment Partners, LLC4,335$436K0.09%-3,00713F-HRTimeline
OLD MISSION CAPITAL LLC4,300$433K0.01%new13F-HRTimeline
USAdvisors Wealth Management, LLC4,300$432K0.14%-19,06913F-HRTimeline
Meridian Wealth Management, LLC4,279$430K0.02%-113F-HRTimeline
Lee Financial Co4,236$426K0.06%-1,93413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,224$425K0.04%-2613F-HRTimeline
Sovereign Financial Group, Inc.4,157$418K0.1%+73213F-HRTimeline
MADDEN SECURITIES Corp4,150$417K0.17%+12013F-HRTimeline
ORG Partners LLC4,107$413K0.06%+2013F-HRTimeline
Delta Investment Management, LLC3,994$402K0.08%+1213F-HRTimeline
JGP Wealth Management, LLC3,958$398K0.05%+1,13313F-HRTimeline
Advisor Resource Council3,956$398K0.29%new13F-HRTimeline
Strategic Wealth Partners, Ltd.3,813$388K0.03%-1,07113F-HRTimeline
TSA Wealth Managment LLC3,830$385K0.16%-16013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC3,826$385K0.42%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,811$383K0.17%-11613F-HRTimeline
Eagle Capital Management, LLC3,812$383K0.15%013F-HRTimeline
NAPATREE CAPITAL LLC3,785$381K0.22%013F-HRTimeline
Rathbones Group PLC3,782$380K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC3,772$379K0.01%-7513F-HRTimeline
Atria Investments, Inc3,766$379K<0.01%-28,78213F-HRTimeline
TrinityPoint Wealth, LLC3,761$378K0.05%new13F-HRTimeline
Penobscot Investment Management Company…3,756$378K0.03%013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,748$377K0.22%-71713F-HRTimeline
DDD Partners, LLC3,680$370K0.05%+11013F-HRTimeline
Adams Wealth Management3,664$369K0.07%new13F-HRTimeline
CacheTech Inc.3,664$369K0.07%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,650$367K-579Timeline
Kohmann Bosshard Financial Services, LLC3,598$362K0.04%013F-HRTimeline
WINNACLE WEALTH LLC3,611$360K0.36%13F-HRTimeline
Verdence Capital Advisors LLC3,554$358K0.03%+1513F-HRTimeline
Advyzon Investment Management, LLC3,541$356K0.14%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,500$352K0.04%-28513F-HRTimeline
First National Trust Co3,500$352K0.01%new13F-HRTimeline
Core Wealth Partners LLC3,468$349K0.2%013F-HRTimeline
Atwater Malick LLC3,409$343K0.11%+3513F-HRTimeline
Prospera Financial Services Inc3,374$339K0.01%+37113F-HRTimeline
UPTICK PARTNERS, LLC3,337$336K0.12%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT3,315$333K0.02%-3413F-HRTimeline
Avidian Wealth Enterprises, LLC3,299$332K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,285$330K<0.01%+35313F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,277$330K0.06%+4513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,265$328K0.06%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…3,262$328K0.15%-74613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,253$327K<0.01%+4913F-HRTimelineGroup
Aurelius Family Office LLC3,230$325K0.16%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,200$322K0.01%013F-HRTimeline
MORTON COMMUNITY BANK3,200$322K0.09%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC3,165$318K0.28%13F-HRTimeline
SVB WEALTH LLC3,097$312K0.01%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,093$311K0.16%-97813F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES3,066$308K0.12%013F-HRTimeline
AdvisorNet Financial, Inc3,019$304K0.03%+1,53113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,018$304K0.06%+14913F-HRTimelineGroup
Echo Wealth Management, LLC3,014$303K0.21%-1113F-HRTimeline
PFG Investments, LLC2,989$301K0.02%+15713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,969$299K0.01%-12313F-HRTimelineGroup
Beaird Harris Wealth Management, LLC2,963$298K0.03%-3913F-HRTimeline
Mayflower Financial Advisors, LLC2,955$297K0.04%-9313F-HRTimeline
Farther Finance Advisors, LLC2,849$287K0.01%+21613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,791$281K0.06%+1813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,745$276K<0.01%+1513F-HRTimelineGroup
Tradewinds Capital Management, LLC2,735$275K0.07%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,734$275K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.2,734$275K0.09%013F-HRTimeline
Rehmann Capital Advisory Group2,733$275K0.02%-9613F-HRTimeline
Executive Wealth Management, LLC2,732$275K0.02%+8313F-HRTimeline
Prism Advisors, Inc.2,703$272K0.08%-52813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,675$269K<0.01%-55113F-HRTimelineGroup
SageView Advisory Group, LLC2,669$268K0.01%new13F-HRTimeline
REGIMEN WEALTH, LLC2,667$268K0.09%new13F-HRTimeline
Bravias Capital Group, LLC2,605$264K0.21%13F-HRTimeline
Matrix Trust Co2,626$264K0.05%+1,60413F-HRTimeline
Eagle Bay Advisors LLC2,600$262K0.16%-1,40013F-HRTimeline
Frank, Rimerman Advisors LLC2,580$260K0.02%013F-HRTimeline
Northwest Capital Management Inc2,567$258K0.11%013F-HRTimeline
VestGen Investment Management2,552$257K0.07%new13F-HRTimeline
Liberty Capital Management, Inc.2,519$253K0.06%013F-HRTimeline
Geneos Wealth Management Inc.2,517$253K0.01%-1,57913F-HRTimeline
SWP FINANCIAL LLC2,508$252K0.15%-40813F-HRTimeline
Kovack Advisors, Inc.2,505$252K0.02%-1,53513F-HRTimeline
FDx Advisors, Inc.2,508$252K0.07%-18413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,474$249K0.01%013F-HRTimeline
Thompson David Blair2,467$248K0.18%13F-HRTimeline
Accurate Wealth Management, LLC2,413$243K0.05%013F-HRTimeline
BWM Planning, LLC2,383$240K0.1%-5,30213F-HRTimeline
Kiker Wealth Management, LLC2,292$231K0.19%13F-HRTimeline
Redwood Financial Network Corp2,273$229K0.17%+16413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,270$228K0.1%new13F-HRTimeline
Western Wealth Management, LLC2,257$227K0.01%-35213F-HR/ATimeline
Keystone Wealth Services, LLC2,249$226K0.06%-28113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,237$226K0.01%+7313F-HRTimeline
Evanson Asset Management, LLC2,241$225K0.02%013F-HRTimeline
Arkadios Wealth Advisors2,221$223K0.01%-60313F-HRTimeline
FreeGulliver LLC2,212$223K0.12%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,182$220K<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC2,139$215K0.01%-2713F-HRTimeline
WNY Asset Management, LLC2,128$214K0.03%-1213F-HRTimeline
Maxele Advisors, LLC2,118$213K0.2%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,075$209K<0.01%-1,16813F-HRTimelineGroup
Five Oceans Advisors2,070$208K0.1%+9013F-HRTimeline
Aprio Wealth Management, LLC2,060$207K0.03%+313F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…2,056$207K0.02%+513F-HRTimelineGroup
W.H. Cornerstone Investments Inc.2,040$205K0.14%+1313F-HRTimeline
Tanager Wealth Management LLP2,032$204K0.03%new13F-HRTimeline
Symmetry Partners, LLC2,032$204K0.03%new13F-HRTimeline
WBH ADVISORY INC2,000$201K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC1,965$198K0.37%-2,57613F-HRTimeline
FIRST UNITED BANK & TRUST1,914$193K0.07%+30813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,857$187K0.01%-19413F-HRTimelineGroup
Avior Wealth Management, LLC1,835$185K0.01%+7313F-HRTimeline
Global Trust Asset Management, LLC1,700$171K0.06%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,567$158K0.11%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,315$132K0.01%+48613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,285$129K<0.01%-37913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,190$120K0.11%+26913F-HRTimeline
Parallel Advisors, LLC1,129$114K<0.01%+97513F-HRTimeline
CoreCap Advisors, LLC1,129$114K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,051$106K0.04%-5013F-HRTimeline
Legacy Bridge, LLC1,030$104K0.05%013F-HRTimeline
TD Capital Management LLC1,017$102K0.01%+713F-HRTimeline
Horizons Wealth Management1,006$101K0.08%-59313F-HRTimeline
Founders Financial Alliance, LLC990$99.6K0.03%+613F-HRTimeline
Morton Brown Family Wealth, LLC956$96.2K0.03%-14813F-HRTimeline
Ridgewood Investments LLC818$82.3K0.04%+20313F-HRTimeline
Laurel Wealth Advisors LLC800$80.5K0.01%013F-HRTimeline
Kings Path Partners LLC762$76.7K0.03%013F-HRTimeline
IMG Wealth Management, Inc.755$76K0.07%13F-HRTimeline
Providence First Trust Co750$75.5K0.03%new13F-HRTimeline
Westside Investment Management, Inc.737$74.1K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC722$72.6K0.04%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.696$70K0.01%013F-HRTimeline
Atala Financial Inc694$69.8K0.05%13F-HRTimeline
Clarity Asset Management, Inc.692$69.6K0.05%+413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …670$67K<0.01%013F-HRTimelineGroup
American Capital Advisory, LLC666$67K0.04%+1413F-HRTimeline
Mascoma Wealth Management LLC644$64.8K0.02%-42213F-HRTimeline
NFSG Corp639$64.3K0.02%013F-HRTimeline
Headlands Technologies LLC614$61.8K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.567$57.6K0.03%13F-HRTimeline
Bradley & Co. Private Wealth Management…520$52.3K0.03%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD515$51.8K0.03%013F-HRTimeline
Spectrum Wealth Counsel, LLC479$48.2K0.01%+813F-HRTimeline
Pflug Koory, LLC476$47.8K0.02%+40113F-HRTimeline
Medallion Wealth Advisors, LLC461$46.4K0.02%13F-HRTimeline
Signature Resources Capital Management,…332$33.4K0.03%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$33.1K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC328$33K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC325$32.7K0.03%13F-HRTimeline
MATHER GROUP, LLC.311$31.3K<0.01%-16013F-HRTimeline
AllSquare Wealth Management LLC305$30.7K0.02%-10013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI300$30.2K<0.01%-4513F-HRTimeline
Capital Investment Advisory Services, L…285$28.7K<0.01%-2513F-HRTimeline
Evelyn Partners Investment Management (…269$27.1K0.01%13F-HRTimeline
Knuff & Co LLC257$25.9K0.01%new13F-HRTimeline
Transce3nd, LLC250$25.1K0.01%13F-HRTimeline
PrairieView Partners, LLC253$25K<0.01%+913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC245$24.6K<0.01%-113F-HRTimeline
Rosenberg Matthew Hamilton243$24.4K0.01%-74113F-HRTimeline
Wilmington Savings Fund Society, FSB215$21.7K<0.01%013F-HRTimeline
ATWOOD & PALMER INC201$20.2K<0.01%-1,27413F-HRTimeline
Sunbelt Securities, Inc.194$19.5K<0.01%013F-HRTimeline
Larson Financial Group LLC172$17.3K<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC165$16.6K<0.01%+113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …165$16.6K<0.01%-13513F-HRTimelineGroup
HBC Financial Services, PLLC146$14K0.01%013F-HRTimeline
Horrell Capital Management, Inc.140$14K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\131$13.2K<0.01%013F-HR/ATimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP131$13.2K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC130$13.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…118$11.9K<0.01%+8813F-HRTimelineGroup
Sound Income Strategies, LLC117$11.7K<0.01%+1213F-HRTimeline
Sugarloaf Wealth Management, LLC109$11K<0.01%-67913F-HRTimeline
HOWE & RUSLING INC104$10.5K<0.01%new13F-HRTimeline
WealthCollab, LLC94$9.46K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC83$8.35K<0.01%new13F-HRTimeline
Atlatl Advisers LLC77$7.75K<0.01%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV72$7.24K<0.01%013F-HRTimeline
Briaud Financial Planning Inc72$7K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.66$6.6K<0.01%+313F-HRTimeline
Archer Investment Corp59$5.93K<0.01%013F-HRTimeline
Orion Capital Management LLC57$5.73K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC54$5.43K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…48$4.83K<0.01%013F-HRTimeline
Blue Trust, Inc.40$4.03K<0.01%-14213F-HR/ATimeline
FAS Wealth Partners, Inc.40$4.02K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.40$4.02K<0.01%-63113F-HRTimeline
Darwin Wealth Management, LLC35$3.52K<0.01%013F-HR/ATimeline
Security National Bank31$3.12K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC29$2.92K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC25$2.52K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC23$2.31K<0.01%new13F-HRTimeline
Hemington Wealth Management24$2K<0.01%new13F-HRTimeline