Skip to content
Disclosery

STIP ISHARES TR

Follow

SHS (fund)

648 managers (658 13F filers) reported a position in STIP shares at 2025-03-31, 86,360,886 shares in all. 82 filers opened a position and 44 filers sold out during the quarter.

Managers
648
13F filers
658
New
82
Added
283
Reduced
203
Sold out
44
Shares held by filers
86,360,886

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FLORIDA FINANCIAL ADVISORS, LLC5,292$548K0.22%+1,48113F-HRTimeline
RHS Financial, LLC5,246$543K0.3%-88913F-HRTimeline
CGN Advisors LLC5,228$541K0.05%-37913F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV5,209$535K0.24%-81713F-HR/ATimeline
Atria Investments, Inc5,154$533K0.01%+1,38813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,150$533K0.71%+913F-HRTimeline
Avant Financial Advisors LLC5,125$530K0.48%+16013F-HRTimeline
Lodestone Wealth Management LLC5,109$529K0.28%-2413F-HRTimeline
J. W. Coons Advisors, LLC5,080$526K0.14%+52013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,062$524K0.02%+56113F-HRTimeline
Clearstead Advisors, LLC5,050$523K0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.5,048$522K0.01%new13F-HRTimeline
Sovran Advisors, LLC5,068$521K0.07%-1,30413F-HRTimeline
Clear Creek Financial Management, LLC5,031$521K0.05%new13F-HRTimeline
Cyndeo Wealth Partners, LLC4,994$517K0.03%-74013F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,986$516K0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,984$516K0.03%+4313F-HRTimeline
Obermeyer Wealth Partners4,969$514K0.03%-1,01113F-HRTimeline
Atlatl Advisers LLC4,966$514K0.33%+4,88913F-HRTimeline
Vertex Planning Partners, LLC4,953$512K0.11%013F-HRTimeline
FC Advisory LLC4,933$510K0.17%+513F-HRTimeline
PBMares Wealth Management LLC4,921$509K0.1%-64913F-HRTimeline
Jaffetilchin Investment Partners, LLC4,897$507K0.04%-12413F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC4,895$506K0.32%+36213F-HRTimeline
LaFleur & Godfrey LLC4,858$503K0.07%-3713F-HRTimeline
Prairiewood Capital, LLC4,828$500K0.2%-19813F-HRTimeline
Continuum Advisory, LLC4,719$488K0.06%-1,28313F-HRTimeline
Gladstone Institutional Advisory LLC4,625$479K0.02%-8,31713F-HRTimeline
EQ WEALTH ADVISORS, LLC4,613$477K0.38%new13F-HRTimeline
Wealthspire Advisors, LLC4,605$476K<0.01%new13F-HRTimeline
SYNOVUS FINANCIAL CORP4,579$474K0.01%-1,62113F-HRTimeline
&PARTNERS4,574$473K0.01%-1,36313F-HRTimeline
Composition Wealth, LLC4,556$471K0.01%-4,53613F-HRTimeline
North Ridge Wealth Advisors, Inc.4,540$470K0.31%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,400$455K0.01%-4013F-HRTimeline
MADDEN SECURITIES Corp4,395$455K0.18%+24513F-HRTimeline
JGP Wealth Management, LLC4,378$453K0.06%+42013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC4,394$451K0.06%new13F-HRTimelineGroup
IHT Wealth Management, LLC4,351$450K0.01%-1,18313F-HRTimeline
Engineers Gate Manager LP4,347$450K0.01%new13F-HRTimeline
Beacon Financial Advisory LLC4,342$449K0.14%-56513F-HRTimeline
Elevation Capital Advisory, LLC4,277$443K0.19%new13F-HRTimeline
Rehmann Capital Advisory Group4,228$437K0.03%+1,49513F-HRTimeline
Lee Financial Co4,177$432K0.07%-5913F-HRTimeline
Ellis Investment Partners, LLC4,128$427K0.09%-20713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,127$427K<0.01%-35513F-HRTimelineGroup
Meridian Wealth Management, LLC4,107$425K0.02%-17213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,080$422K0.02%new13F-HRTimelineGroup
ORG Partners LLC4,099$421K0.1%-813F-HRTimeline
Delta Investment Management, LLC3,997$414K0.08%+313F-HRTimeline
Verdence Capital Advisors LLC3,995$413K0.03%+44113F-HRTimeline
Mayflower Financial Advisors, LLC3,974$411K0.06%+1,01913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,912$405K0.22%-96613F-HRTimeline
Sovereign Financial Group, Inc.3,909$404K0.09%-24813F-HRTimeline
Topel & Distasi Wealth Management, LLC3,862$400K0.19%-2,59113F-HRTimeline
Eagle Capital Management, LLC3,812$394K0.17%013F-HRTimeline
NAPATREE CAPITAL LLC3,785$392K0.22%013F-HRTimeline
Adams Wealth Management3,766$390K0.08%+10213F-HRTimeline
CacheTech Inc.3,766$390K0.08%+10213F-HRTimeline
Echo Wealth Management, LLC3,682$381K0.26%+66813F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,605$372K0.04%+713F-HRTimeline
First Command Advisory Services, Inc.3,511$363K<0.01%-2,60213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,500$362K0.04%013F-HRTimeline
Core Wealth Partners LLC3,468$359K0.21%013F-HRTimeline
Atwater Malick LLC3,409$353K0.12%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,393$351K0.07%+37513F-HRTimelineGroup
Western Wealth Management, LLC3,348$346K0.02%+1,09113F-HRTimeline
Keystone Financial Group, Inc.3,371$346K0.24%new13F-HRTimeline
UPTICK PARTNERS, LLC3,338$345K0.12%+113F-HRTimeline
Avidian Wealth Enterprises, LLC3,322$344K0.02%+2313F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,311$343K0.01%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,300$341K0.06%+2313F-HRTimeline
SYKON CAPITAL LLC3,300$341K0.13%-3,20013F-HRTimeline
Advyzon Investment Management, LLC3,297$341K0.12%-24413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,285$340K<0.01%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,253$337K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC3,218$333K<0.01%-6,68713F-HRTimeline
Aurelius Family Office LLC3,214$333K0.17%-1613F-HRTimeline
MORTON COMMUNITY BANK3,200$331K0.09%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,200$331K0.01%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…3,178$329K0.16%-8413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,168$328K0.01%+19913F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES3,066$317K0.12%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,048$315K0.16%-4513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,021$313K0.01%-62913F-HRTimelineGroup
Boltwood Capital Management3,000$310K0.09%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2,963$307K0.03%013F-HRTimeline
PFG Investments, LLC2,836$293K0.02%-15313F-HRTimeline
Affinity Capital Advisors, LLC2,865$293K0.06%new13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,795$289K0.06%+413F-HRTimeline
AMERIFLEX GROUP, INC.2,791$289K0.12%+2,22413F-HRTimeline
Coastal Bridge Advisors, LLC2,784$288K0.03%new13F-HR/ATimeline
West Wealth Group, LLC2,793$287K0.08%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,749$284K<0.01%+413F-HRTimelineGroup
AdvisorNet Financial, Inc2,742$284K0.02%-27713F-HRTimeline
Tradewinds Capital Management, LLC2,735$283K0.08%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,734$283K0.08%013F-HRTimeline
Pinnacle Bancorp, Inc.2,734$283K0.09%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC2,716$281K0.25%-2,85113F-HRTimeline
CWA Asset Management Group, LLC2,716$281K0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,664$276K<0.01%new13F-HRTimelineGroup
REGIMEN WEALTH, LLC2,656$275K0.09%-1113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,656$275K0.01%-4,11913F-HRTimelineGroup
WealthShield Partners, LLC2,626$272K0.04%new13F-HRTimeline
Bravias Capital Group, LLC2,605$270K0.22%013F-HRTimeline
Frank, Rimerman Advisors LLC2,580$267K0.02%013F-HRTimeline
Northwest Capital Management Inc2,567$266K0.11%013F-HRTimeline
Prism Advisors, Inc.2,543$263K0.08%-16013F-HRTimeline
Liberty Capital Management, Inc.2,519$261K0.06%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,474$256K0.01%013F-HRTimeline
SVB WEALTH LLC2,455$254K0.01%-64213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,445$253K<0.01%-23013F-HRTimelineGroup
Accurate Wealth Management, LLC2,452$251K0.05%+3913F-HRTimeline
John W. Brooker & Co., CPAs2,400$248K0.1%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,371$245K<0.01%new13F-HRTimelineGroup
Penobscot Investment Management Company…2,346$243K0.02%-1,41013F-HRTimeline
FDx Advisors, Inc.2,330$241K0.08%-17813F-HRTimeline
Castleview Partners, LLC2,313$239K0.16%new13F-HRTimeline
PINKERTON WEALTH, LLC2,302$238K0.03%new13F-HRTimeline
BWM Planning, LLC2,285$236K0.1%-9813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,270$235K0.1%013F-HRTimeline
Avior Wealth Management, LLC2,243$232K0.01%+40813F-HRTimeline
Icon Wealth Advisors, LLC2,242$232K0.02%new13F-HRTimeline
Evanson Asset Management, LLC2,241$232K0.02%013F-HRTimeline
Redwood Financial Network Corp2,215$229K0.17%-5813F-HRTimeline
Eagle Bay Advisors LLC2,200$228K0.19%-40013F-HRTimeline
High Falls Advisors, Inc2,183$226K0.05%new13F-HRTimeline
Kovack Advisors, Inc.2,171$225K0.02%-33413F-HRTimeline
Tyche Wealth Partners LLC2,166$224K0.05%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,162$224K<0.01%-2013F-HRTimelineGroup
Maxele Advisors, LLC2,118$219K0.21%013F-HRTimeline
FreeGulliver LLC2,112$219K0.11%-10013F-HRTimeline
AlphaCore Capital LLC2,098$217K0.02%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,085$216K0.02%-1,23013F-HRTimeline
FIRST UNITED BANK & TRUST2,080$215K0.08%+16613F-HRTimeline
Arkadios Wealth Advisors2,065$214K0.01%-15613F-HRTimeline
Aprio Wealth Management, LLC2,060$213K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC2,050$212K0.01%-1,72213F-HRTimeline
W.H. Cornerstone Investments Inc.2,043$211K0.15%+313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC2,041$211K0.11%new13F-HRTimeline
Tanager Wealth Management LLP2,033$210K0.03%+113F-HRTimeline
Symmetry Partners, LLC2,032$210K0.03%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,012$208K0.05%-12,84313F-HRTimelineGroup
WBH ADVISORY INC2,000$207K0.02%013F-HRTimeline
WNY Asset Management, LLC1,963$203K0.02%-16513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,959$197K-16,445Timeline
Capital Analysts, LLCin group Capital Analysts, LLC1,631$169K0.01%+31613F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.1,569$162K0.11%+213F-HRTimeline
Ridgewood Investments LLC1,542$160K0.07%+72413F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,510$156K0.15%+32013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,264$131K<0.01%-2113F-HRTimeline
Kiker Wealth Management, LLC1,111$115K0.08%-1,18113F-HRTimeline
BARRETT & COMPANY, INC.1,051$109K0.05%013F-HRTimeline
Legacy Bridge, LLC1,030$107K0.06%013F-HRTimeline
CoreCap Advisors, LLC1,029$106K<0.01%-10013F-HRTimeline
TD Capital Management LLC1,018$105K0.01%+113F-HRTimeline
Horizons Wealth Management1,006$104K0.08%013F-HRTimeline
Founders Financial Alliance, LLC991$103K0.02%+113F-HRTimeline
Pflug Koory, LLC967$100K0.06%+49113F-HRTimeline
Inlight Wealth Management, LLC959$99.2K0.06%new13F-HRTimeline
Garde Capital, Inc.940$97.3K0.01%new13F-HRTimeline
Evelyn Partners Investment Management (…924$95.6K0.04%+65513F-HR/ATimeline
Laurel Wealth Advisors LLC800$82.8K0.01%013F-HRTimeline
Kings Path Partners LLC762$78.8K0.04%013F-HRTimeline
Westside Investment Management, Inc.737$76.3K0.02%013F-HRTimeline
IMG Wealth Management, Inc.736$76.2K0.07%-1913F-HRTimeline
Atala Financial Inc694$71.8K0.05%013F-HRTimeline
Clarity Asset Management, Inc.693$71.7K0.05%+113F-HRTimeline
American Capital Advisory, LLC652$67.5K0.04%-1413F-HRTimeline
NFSG Corp639$66.1K0.02%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …640$66K<0.01%-3013F-HRTimelineGroup
WINNACLE WEALTH LLC606$62.7K0.06%-3,00513F-HRTimeline
Gen-Wealth Partners Inc532$55.1K0.02%new13F-HRTimeline
Bradley & Co. Private Wealth Management…520$53.8K0.04%013F-HRTimeline
Stone House Investment Management, LLC518$53.6K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD515$53.3K0.03%013F-HRTimeline
Spectrum Wealth Counsel, LLC479$49.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC468$48.1K0.02%+713F-HRTimeline
Rossby Financial, LCC461$47.6K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC394$40.7K<0.01%+38913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors383$39.6K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…382$39.5K<0.01%+9713F-HRTimeline
Cape Investment Advisory, Inc.354$36.6K0.01%+35313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$34K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC328$33.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…313$32.4K<0.01%-1,54413F-HRTimelineGroup
MATHER GROUP, LLC.311$32.2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC305$31.6K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB301$31.2K<0.01%+8613F-HRTimeline
Signature Resources Capital Management,…295$30.5K0.03%-3713F-HRTimeline
HHM Wealth Advisors, LLC267$27.6K<0.01%new13F-HRTimeline
Knuff & Co LLC257$26.6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton243$25.1K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI210$21.7K<0.01%-9013F-HRTimeline
Lowe Wealth Advisors, LLC200$20.7K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…200$20.7K0.01%new13F-HRTimeline
PrairieView Partners, LLC202$20K<0.01%-5113F-HRTimeline
Larson Financial Group LLC168$17.4K<0.01%-413F-HRTimeline
GPS Wealth Strategies Group, LLC165$17.1K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …165$17.1K<0.01%013F-HRTimelineGroup