Skip to content
Disclosery

STIP ISHARES TR

Follow

SHS (fund)

747 managers (760 13F filers) reported a position in STIP shares at 2025-06-30, 96,374,497 shares in all. 142 filers opened a position and 48 filers sold out during the quarter.

Managers
747
13F filers
760
New
142
Added
348
Reduced
176
Sold out
48
Shares held by filers
96,374,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Empirical Asset Management, LLC8,310$855K0.26%+1,83413F-HRTimeline
Latitude Advisors, LLC8,284$853K0.43%-41613F-HRTimeline
Canandaigua National Trust Co of Florida7,987$822K0.58%013F-HRTimeline
My Legacy Advisors, LLC7,970$818K0.29%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,847$808K0.06%013F-HRTimeline
Arbor Investment Advisors, LLC7,809$804K0.1%-61713F-HRTimeline
Stone House Investment Management, LLC7,753$798K0.15%+7,23513F-HRTimeline
360 Financial, Inc.7,700$792K0.25%013F-HRTimeline
Sequoia Financial Advisors, LLC7,679$790K0.01%+61813F-HRTimeline
Tyche Wealth Partners LLC7,670$789K0.16%+5,50413F-HRTimeline
Allworth Financial LP7,669$789K<0.01%-1013F-HRTimeline
Selective Wealth Management, Inc.7,579$777K0.28%-1,18713F-HRTimeline
EHRLICH FINANCIAL GROUP7,444$766K0.5%new13F-HRTimeline
Regal Investment Advisors LLC7,440$766K0.06%new13F-HRTimeline
Waverly Advisors, LLC7,432$765K0.01%+16313F-HRTimeline
Northwest Capital Management Inc7,426$764K0.41%+4,85913F-HRTimeline
Ridgewood Investments LLC7,375$759K0.33%+5,83313F-HRTimeline
IHT Wealth Management, LLC7,337$755K0.02%+2,98613F-HRTimeline
Freedom Investment Management, Inc.7,252$746K0.06%-2,42613F-HRTimeline
Cobblestone Asset Management LLC7,239$745K0.39%new13F-HRTimeline
West Wealth Group, LLC7,197$741K0.18%+4,40413F-HRTimeline
Integrated Advisors Network LLC7,179$739K0.03%+87613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,127$733K0.12%+59413F-HRTimeline
VestGen Investment Management7,089$730K0.52%+1,29713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,055$726K0.13%-62213F-HRTimeline
MATAURO, LLC6,984$719K0.13%-1,61313F-HRTimeline
Robinswood Financial LLC6,910$711K0.25%+9413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,876$708K0.06%+42213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,852$705K0.05%+1,35013F-HRTimelineGroup
MIDDLETON & CO INC/MA6,841$704K0.08%013F-HRTimeline
United Asset Strategies, Inc.6,804$700K0.06%+39913F-HRTimeline
Westover Capital Advisors, LLC6,800$700K0.14%-88013F-HRTimeline
Buttonwood Financial Group, LLC6,794$696K0.35%+23813F-HRTimeline
Virtue Capital Management, LLC6,614$681K0.13%-48313F-HRTimeline
Boltwood Capital Management6,600$679K0.19%+3,60013F-HRTimeline
Financial Network Wealth Advisors LLC6,557$675K0.82%+27213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,551$674K0.08%-16513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,505$669K0.08%+66613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.6,471$666K0.23%-19713F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,469$664K0.04%+1,26013F-HR/ATimeline
WASHINGTON TRUST Co6,423$661K0.02%-1,19113F-HRTimeline
Savvy Advisors, Inc.6,333$652K0.04%+51513F-HRTimeline
WEALTHSPAN PARTNERS, LLC6,314$650K0.27%+75213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,301$648K0.04%-1,13613F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.6,206$639K0.3%new13F-HRTimeline
Visionary Horizons, LLC6,174$635K0.4%new13F-HRTimeline
Factor Wealth Management LTD6,170$635K0.17%+52913F-HRTimeline
Disciplined Investments, LLC6,151$633K0.27%+313F-HRTimeline
CENTAURUS FINANCIAL, INC.6,140$632K0.04%-25013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,110$629K<0.01%-1,01413F-HRTimelineGroup
PKS Advisory Services, LLC6,170$624K0.16%new13F-HRTimeline
Riverbend Wealth Management, LLC6,033$621K0.47%new13F-HRTimeline
Summit Financial, LLC5,983$616K0.01%-6513F-HRTimeline
Engineers Gate Manager LP5,919$609K0.01%+1,57213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,895$607K0.05%new13F-HR/ATimeline
ARK & TLK INVESTMENTS, LLC5,872$604K0.19%-26113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,846$602K0.59%+21613F-HRTimeline
Pettinga Financial Advisors LLC5,837$601K0.13%new13F-HRTimeline
JB Capital LLC5,818$599K0.03%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,794$596K0.08%+1,82013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,638$580K0.09%new13F-HRTimeline
Ted Buchan & Co5,590$575K0.23%-4913F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC5,566$573K0.31%+67113F-HRTimeline
SCOTIA CAPITAL INC.5,549$571K<0.01%-3813F-HRTimeline
ONE Advisory Partners, LLC5,541$570K0.19%new13F-HRTimeline
LWM Advisory Services, LLC5,517$568K0.39%-413F-HRTimeline
J. W. Coons Advisors, LLC5,495$565K0.13%+41513F-HRTimeline
Vestmark Advisory Solutions, Inc.5,459$562K0.01%+41113F-HRTimeline
Stokes Family Office, LLC5,439$560K0.06%new13F-HRTimeline
FC Advisory LLC5,429$559K0.17%+49613F-HRTimeline
Beacon Financial Advisory LLC5,376$553K0.14%+1,03413F-HRTimeline
TOWNSQUARE CAPITAL LLC5,353$551K0.05%-180,49913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.5,305$546K0.42%-14413F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,298$545K0.26%-2,83913F-HRTimeline
Thrive Capital Management, LLC5,281$543K0.17%-450,01313F-HRTimeline
Keystone Financial Services5,256$541K0.18%new13F-HRTimeline
Avant Financial Advisors LLC5,244$540K0.44%+11913F-HRTimeline
ORG Partners LLC5,262$539K0.12%+1,16313F-HRTimeline
Independence Financial Advisors, LLC5,225$538K0.21%-1,21113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,218$537K0.68%+6813F-HRTimeline
GREENLEAF TRUST5,166$532K<0.01%-1,64713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,159$531K0.18%-13313F-HR/ATimeline
GTS SECURITIES LLC5,147$530K0.02%-7,26013F-HRTimeline
Echo Wealth Management, LLC5,138$529K0.32%+1,45613F-HRTimeline
Jaffetilchin Investment Partners, LLC5,108$526K0.03%+21113F-HRTimeline
Lodestone Wealth Management LLC5,051$520K0.25%-5813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,051$520K0.02%+6713F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,986$513K0.03%013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,972$511K0.01%new13F-HRTimelineGroup
Obermeyer Wealth Partners4,918$506K0.03%-5113F-HRTimeline
McNaughton Wealth Management, LLC4,883$503K0.22%new13F-HRTimeline
Continuum Advisory, LLC4,857$500K0.06%+13813F-HRTimeline
SYNOVUS FINANCIAL CORP4,825$497K0.01%+24613F-HRTimeline
Vertex Planning Partners, LLC4,812$495K0.1%-14113F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,792$493K0.04%-72413F-HRTimeline
LaFleur & Godfrey LLC4,777$492K0.06%-8113F-HRTimeline
Composition Wealth, LLC4,731$487K0.01%+17513F-HRTimeline
MMA ASSET MANAGEMENT LLC4,704$484K0.19%new13F-HRTimeline
Gibbs Wealth Management4,698$483K0.09%-6,79413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,692$483K0.14%-99213F-HRTimeline
Blue Edge Capital, LLC4,686$482K0.07%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,672$481K0.01%+2,71313F-HRTimelineGroup
BOS Asset Management, LLC4,630$476K0.15%new13F-HRTimeline
THEORY FINANCIAL LLC4,631$476K0.18%new13F-HRTimeline
Wealthspire Advisors, LLC4,605$474K<0.01%013F-HRTimeline
PBMares Wealth Management LLC4,571$470K0.09%-35013F-HRTimeline
Financial Harvest, LLC4,565$470K0.35%new13F-HRTimeline
Cyndeo Wealth Partners, LLC4,562$469K0.03%-43213F-HRTimeline
Avid Wealth Partners LLC4,552$468K0.27%new13F-HRTimeline
Scarborough Advisors, LLC4,540$467K0.09%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.4,539$467K0.29%-113F-HRTimeline
Bensler, LLC4,529$466K0.05%new13F-HRTimeline
Meridian Wealth Management, LLC4,501$463K0.02%+39413F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…4,495$463K0.02%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,446$458K0.02%+1,12413F-HRTimeline
L2 Asset Management, LLC4,422$455K0.07%new13F-HRTimeline
Rehmann Capital Advisory Group4,404$453K0.03%+17613F-HRTimeline
WEALTH ALLIANCE, LLC4,334$446K0.05%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,327$445K<0.01%+20013F-HRTimelineGroup
LifePlan Investment Advisors, Inc.4,326$445K0.22%new13F-HRTimeline
Geneos Wealth Management Inc.4,306$443K0.01%-9,00013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,292$442K0.02%+1,12413F-HRTimelineGroup
MADDEN SECURITIES Corp4,210$433K0.15%-18513F-HRTimeline
Ellis Investment Partners, LLC4,197$432K0.08%+6913F-HRTimeline
Pinion Investment Advisors, LLC4,143$426K0.15%new13F-HRTimeline
Lee Financial Co4,067$419K0.06%-11013F-HRTimeline
Gen-Wealth Partners Inc3,998$411K0.16%+3,46613F-HRTimeline
Verdence Capital Advisors LLC3,978$409K0.03%-1713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,977$409K0.21%+6513F-HRTimeline
Topel & Distasi Wealth Management, LLC3,862$397K0.21%013F-HRTimeline
Western Wealth Management, LLC3,849$396K0.02%+50113F-HRTimeline
Strategic Wealth Partners, Ltd.3,813$392K0.03%13F-HRTimeline
Eagle Capital Management, LLC3,812$392K0.17%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,794$390K0.01%-1,26813F-HRTimeline
TSFG, LLC3,786$390K0.07%+3,71113F-HRTimeline
Essential Partners LLC3,783$389K0.16%13F-HRTimeline
Legacy Financial Group LLC3,738$385K0.05%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,651$376K+630Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,645$375K0.03%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,628$373K<0.01%+96413F-HRTimelineGroup
Range Financial Group LLC3,607$371K0.15%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,598$370K0.04%-713F-HRTimeline
Cypress Wealth Services, LLC3,593$370K0.07%new13F-HRTimeline
Prairiewood Capital, LLC3,583$369K0.14%-1,24513F-HRTimeline
Centurion Wealth Management LLC3,573$368K0.11%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,512$361K0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP3,500$360K0.04%013F-HRTimeline
Core Wealth Partners LLC3,468$357K0.18%013F-HRTimeline
Adams Wealth Management3,414$351K0.07%-35213F-HRTimeline
CacheTech Inc.3,414$351K0.06%-35213F-HRTimeline
UPTICK PARTNERS, LLC3,400$350K0.1%+6213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,398$350K0.16%+1,35713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,371$347K0.06%+7113F-HRTimeline
Vise Technologies, Inc.3,358$346K0.01%13F-HRTimeline
Advyzon Investment Management, LLC3,355$345K0.08%+5813F-HRTimeline
Arkadios Wealth Advisors3,312$341K0.01%+1,24713F-HRTimeline
RHS Financial, LLC3,257$335K0.19%-1,98913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,253$335K<0.01%013F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…3,213$331K0.15%+3513F-HRTimeline
Sharp Wealth Advisory, LLC3,208$330K0.21%new13F-HRTimeline
MORTON COMMUNITY BANK3,200$329K0.08%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,200$329K0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,155$325K<0.01%+71013F-HRTimelineGroup
Aurelius Family Office LLC3,144$324K0.15%-7013F-HRTimeline
Atwater Malick LLC3,124$321K0.1%-28513F-HRTimeline
REGIMEN WEALTH, LLC3,109$320K0.1%+45313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,094$318K0.14%+4613F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,086$318K0.08%+1,07413F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES3,066$316K0.13%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,039$313K0.02%new13F-HRTimeline
Apeiron RIA LLC3,034$312K0.08%new13F-HRTimeline
Gladstone Institutional Advisory LLC3,027$312K0.01%-1,59813F-HRTimeline
Beaird Harris Wealth Management, LLC2,963$305K0.02%013F-HRTimeline
Braun-Bostich & Associates Inc.2,952$304K0.21%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,951$304K0.01%+29513F-HRTimelineGroup
Rothschild Wealth LLC2,912$300K0.07%new13F-HRTimeline
Affinity Capital Advisors, LLC2,911$300K0.05%+4613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,838$292K0.06%+4313F-HRTimeline
Edge Financial Advisors LLC2,838$291K0.15%new13F-HRTimeline
WEDBUSH SECURITIES INC2,815$290K0.01%+76513F-HRTimeline
Tempus Wealth Planning, LLC2,815$290K0.07%new13F-HRTimeline
Sovereign Financial Group, Inc.2,803$288K0.06%-1,10613F-HRTimeline
Coastal Bridge Advisors, LLC2,797$288K0.02%+1313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,772$285K0.04%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC2,750$283K0.17%new13F-HRTimeline
Spectrum Planning & Advisory Services I…2,750$283K0.18%new13F-HRTimeline
Tradewinds Capital Management, LLC2,735$281K0.07%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,734$281K0.07%013F-HRTimeline
Pinnacle Bancorp, Inc.2,734$281K0.09%013F-HRTimeline
Hoxton Planning & Management, LLC2,668$275K0.09%new13F-HRTimeline
Amplius Wealth Advisors, LLC2,652$273K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,646$272K0.01%+1,38213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,626$270K0.03%new13F-HR/ATimelineGroup
Bravias Capital Group, LLC2,591$267K0.2%-1413F-HRTimeline
BCU Wealth Advisors, LLC2,584$266K0.12%new13F-HRTimeline
Frank, Rimerman Advisors LLC2,580$266K0.02%013F-HRTimeline
Tradition Wealth Management, LLC2,565$264K0.02%new13F-HRTimeline
CWA Asset Management Group, LLC2,526$260K0.01%-19013F-HRTimeline
Liberty Capital Management, Inc.2,519$259K0.05%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,474$255K0.01%013F-HRTimeline