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Disclosery

STIP ISHARES TR

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SHS (fund)

756 managers (769 13F filers) reported a position in STIP shares at 2025-09-30, 101,556,257 shares in all. 66 filers opened a position and 51 filers sold out during the quarter.

Managers
756
13F filers
769
New
66
Added
396
Reduced
206
Sold out
51
Shares held by filers
101,556,257

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Andina Capital Management, LLC8,160$843K0.48%-85613F-HRTimeline
Joseph P. Lucia & Associates, LLC8,158$843K0.32%-28013F-HRTimeline
Allworth Financial LP8,125$840K<0.01%+45613F-HRTimeline
Savvy Advisors, Inc.8,055$833K0.04%+1,72213F-HRTimeline
Copperleaf Capital, LLC8,004$827K0.4%new13F-HRTimeline
IHT Wealth Management, LLC8,001$827K0.02%+66413F-HRTimeline
Latitude Advisors, LLC7,999$827K0.38%-28513F-HRTimeline
West Wealth Group, LLC7,957$823K0.19%+76013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,847$811K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc7,809$807K0.29%-1,84413F-HRTimeline
Canandaigua National Trust Co of Florida7,781$804K0.64%-20613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,761$802K0.12%+63413F-HRTimeline
Arbor Investment Advisors, LLC7,731$799K0.1%-7813F-HRTimeline
Pinion Investment Advisors, LLC7,434$769K0.21%+3,29113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,440$769K<0.01%+1,33013F-HRTimelineGroup
Summit Financial, LLC7,385$763K0.01%+1,40213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding7,312$752K-2,969Timeline
Northwest Capital Management Inc7,269$751K0.79%-15713F-HRTimeline
Waverly Advisors, LLC7,266$751K0.01%-16613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,245$749K<0.01%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,236$748K0.04%+38413F-HRTimelineGroup
Riverbend Wealth Management, LLC7,127$737K0.51%+1,09413F-HRTimeline
NORDEN GROUP LLC7,046$728K0.07%-1,65513F-HRTimeline
Stokes Family Office, LLC6,973$721K0.07%+1,53413F-HRTimeline
Csenge Advisory Group6,967$720K0.03%-11,57013F-HRTimeline
Selective Wealth Management, Inc.6,906$713K0.23%-67313F-HRTimeline
Robinswood Financial LLC6,891$712K0.24%-1913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,846$708K0.05%-3013F-HRTimeline
MIDDLETON & CO INC/MA6,841$707K0.08%013F-HRTimeline
Avant Financial Advisors LLC6,812$704K0.53%+1,56813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,811$704K0.12%-24413F-HRTimeline
United Asset Strategies, Inc.6,810$704K0.06%+613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,763$699K0.1%+1,12513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,577$680K0.21%+37113F-HRTimeline
Sequoia Financial Advisors, LLC6,526$675K<0.01%-1,15313F-HRTimeline
Westover Capital Advisors, LLC6,514$673K0.12%-28613F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC6,452$667K0.32%+88613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,447$666K0.03%-2213F-HRTimeline
Factor Wealth Management LTD6,416$663K0.17%+24613F-HRTimeline
Financial Network Wealth Advisors LLC6,412$663K0.72%-14513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,408$662K0.07%-14313F-HRTimeline
Buttonwood Financial Group, LLC6,354$656K0.28%-44013F-HRTimeline
McNaughton Wealth Management, LLC6,262$647K0.27%+1,37913F-HRTimeline
Mayflower Financial Advisors, LLC6,241$645K0.08%+44713F-HRTimeline
Thrive Capital Management, LLC6,226$644K0.17%+94513F-HRTimeline
WASHINGTON TRUST Co6,223$643K0.02%-20013F-HRTimeline
COREPATH WEALTH PARTNERS LLC6,213$641K0.47%-2,43113F-HRTimeline
BOS Asset Management, LLC6,176$638K0.18%+1,54613F-HRTimeline
Visionary Horizons, LLC6,144$635K0.35%-3013F-HRTimeline
Disciplined Investments, LLC6,119$632K0.25%-3213F-HRTimeline
SFG Wealth Management, LLC.6,108$631K0.27%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.6,095$630K0.03%-4513F-HRTimeline
MMA ASSET MANAGEMENT LLC6,056$626K0.21%+1,35213F-HRTimeline
JB Capital LLC6,036$624K0.03%+21813F-HRTimeline
THEORY FINANCIAL LLC6,017$622K0.22%+1,38613F-HRTimeline
ONE Advisory Partners, LLC6,010$622K0.19%+46913F-HRTimeline
360 Financial, Inc.5,967$617K0.2%-1,73313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,959$616K0.01%+1,28713F-HRTimelineGroup
Cornerstone Planning Group LLC5,925$611K0.1%+5,71613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,894$609K0.04%-40713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,839$604K0.56%-713F-HRTimeline
BWM Planning, LLC5,781$598K0.18%+3,36513F-HRTimeline
HRT FINANCIAL LP5,780$597K<0.01%new13F-HRTimeline
ORG Partners LLC5,674$586K0.11%+41213F-HRTimeline
RFG Advisory, LLC5,626$582K0.01%-23,87813F-HRTimeline
Collier Financial5,622$581K0.44%13F-HRTimeline
WEALTHSPAN PARTNERS, LLC5,604$579K0.22%-71013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,546$573K0.04%-34913F-HRTimeline
Silver Grove Financial Group, Inc.5,509$569K0.54%13F-HRTimeline
FC Advisory LLC5,467$565K0.17%+3813F-HRTimeline
LWM Advisory Services, LLC5,414$560K0.33%-10313F-HRTimeline
SYNOVUS FINANCIAL CORP5,406$559K0.01%+58113F-HRTimeline
Beacon Financial Advisory LLC5,381$556K0.13%+513F-HRTimeline
Echo Wealth Management, LLC5,334$551K0.32%+19613F-HRTimeline
WEALTH ALLIANCE, LLC5,326$551K0.06%+99213F-HRTimeline
Scarborough Advisors, LLC5,304$548K0.1%+76413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,254$543K0.73%+3613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.5,181$535K0.39%-12413F-HRTimeline
Gibbs Wealth Management5,178$535K0.12%+48013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,164$534K0.03%+5613F-HRTimeline
Wealthspire Advisors, LLC5,129$530K<0.01%+52413F-HRTimeline
Keystone Financial Services5,077$525K0.16%-17913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,069$524K0.22%-22913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,028$520K0.16%-1,44313F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,986$515K0.03%013F-HRTimeline
Lodestone Wealth Management LLC4,978$515K0.23%-7313F-HRTimeline
LaFleur & Godfrey LLC4,919$508K0.06%+14213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,907$507K0.01%+1,39513F-HRTimelineGroup
GREENLEAF TRUST4,880$504K<0.01%-28613F-HRTimeline
Apeiron RIA LLC4,814$497K0.11%+1,78013F-HRTimeline
Blue Edge Capital, LLC4,798$496K0.07%+11213F-HRTimeline
PBMares Wealth Management LLC4,740$490K0.08%+16913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,698$486K0.13%+613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,690$485K0.06%+1,04513F-HR/ATimelineGroup
Security Financial Services, INC.4,628$478K0.08%-5,56913F-HRTimeline
Meridian Wealth Management, LLC4,602$476K0.02%+10113F-HRTimeline
Obermeyer Wealth Partners4,577$473K0.02%-34113F-HRTimeline
Financial Harvest, LLC4,575$473K0.32%+1013F-HRTimeline
Cyndeo Wealth Partners, LLC4,564$472K0.03%+213F-HRTimeline
North Ridge Wealth Advisors, Inc.4,540$469K0.27%+113F-HRTimeline
Geneos Wealth Management Inc.4,534$469K0.01%+22813F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…4,495$465K0.02%013F-HRTimeline
Ellis Investment Partners, LLC4,480$463K0.08%+28313F-HRTimeline
LifePlan Investment Advisors, Inc.4,477$463K0.19%+15113F-HRTimeline
Sharp Wealth Advisory, LLC4,473$462K0.25%+1,26513F-HRTimeline
TSFG, LLC4,429$458K0.07%+64313F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,428$458K0.15%-1,44413F-HRTimeline
Avid Wealth Partners LLC4,418$457K0.23%-13413F-HRTimeline
Avidian Wealth Enterprises, LLC4,383$453K0.02%-6313F-HRTimeline
Legacy Financial Group LLC4,371$452K0.06%+63313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,353$450K0.2%+95513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,327$447K0.14%-83213F-HRTimeline
GTS SECURITIES LLC4,317$446K0.02%-83013F-HRTimeline
MADDEN SECURITIES Corp4,210$435K0.13%013F-HRTimeline
Keystone Wealth Services, LLC4,196$434K0.09%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,161$430K0.01%+1,71713F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC4,154$429K0.06%+2,27513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,064$420K0.02%-98713F-HRTimeline
Adalta Capital Management LLC4,060$420K0.19%new13F-HRTimeline
Range Financial Group LLC4,043$418K0.15%+43613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,042$418K<0.01%-28513F-HRTimelineGroup
Verdence Capital Advisors LLC4,004$414K0.02%+2613F-HRTimeline
Gen-Wealth Partners Inc4,005$414K0.14%+713F-HRTimeline
Strategic Wealth Partners, Ltd.3,900$403K0.03%+8713F-HRTimeline
Eagle Capital Management, LLC3,812$394K0.15%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,790$392K0.04%+29013F-HRTimeline
Centurion Wealth Management LLC3,787$391K0.09%+21413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,784$391K0.01%-1013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,762$389K0.19%-21513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,735$386K+84Timeline
Kohmann Bosshard Financial Services, LLC3,598$372K0.04%013F-HRTimeline
Vise Technologies, Inc.3,591$371K0.01%+23313F-HRTimeline
Essential Partners LLC3,574$369K0.12%-20913F-HRTimeline
Greenspring Advisors, LLC3,564$368K0.07%13F-HRTimeline
Cypress Wealth Services, LLC3,562$368K0.06%-3113F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc3,527$365K0.19%new13F-HRTimeline
Affinity Capital Advisors, LLC3,503$361K0.06%+59213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,473$359K0.14%new13F-HRTimeline
Core Wealth Partners LLC3,468$358K0.16%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,467$358K0.09%+38113F-HRTimelineGroup
Rehmann Capital Advisory Group3,408$352K0.02%-99613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,378$349K0.06%+713F-HRTimeline
Hoxton Planning & Management, LLC3,371$348K0.11%+70313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC3,340$345K0.23%+59013F-HRTimeline
Prairiewood Capital, LLC3,319$343K0.11%-26413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…3,300$341K0.06%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,268$338K0.02%+22913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,253$336K<0.01%013F-HRTimelineGroup
RHS Financial, LLC3,240$335K0.17%-1713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…3,240$335K0.14%+2713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,200$331K0.01%013F-HRTimeline
Arkadios Wealth Advisors3,200$331K0.01%-11213F-HRTimeline
MORTON COMMUNITY BANK3,200$330K0.08%013F-HRTimeline
Adams Wealth Management3,185$329K0.07%-22913F-HRTimeline
CacheTech Inc.3,185$329K0.07%-22913F-HRTimeline
SFI Advisors, LLC3,174$328K0.21%new13F-HRTimeline
Aurelius Family Office LLC3,140$325K0.14%-413F-HRTimeline
HARBOUR INVESTMENTS, INC.3,130$323K0.01%+48413F-HRTimeline
Atwater Malick LLC3,124$323K0.09%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,113$322K0.13%+1913F-HR/ATimelineGroup
Keebeck Wealth Management3,105$321K0.04%+65113F-HRTimeline
Gladstone Institutional Advisory LLC3,095$320K0.01%+6813F-HRTimeline
Braun-Bostich & Associates Inc.3,089$319K0.2%+13713F-HRTimeline
Global View Capital Management LLC3,086$319K0.07%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,072$318K<0.01%-8313F-HRTimelineGroup
REGIMEN WEALTH, LLC3,061$316K0.09%-4813F-HRTimeline
UPTICK PARTNERS, LLC3,037$314K0.08%-36313F-HRTimeline
Rothschild Wealth LLC2,944$304K0.07%+3213F-HRTimeline
Advyzon Investment Management, LLC2,931$303K0.05%-42413F-HRTimeline
Leo Wealth, LLC2,913$301K0.04%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,909$301K0.02%new13F-HRTimelineGroup
W.H. Cornerstone Investments Inc.2,879$298K0.18%+53413F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,869$297K0.06%+3113F-HRTimeline
One Capital Management, LLC2,852$295K0.01%-44,81213F-HRTimeline
Coastal Bridge Advisors, LLC2,806$290K0.02%+913F-HRTimeline
Sovereign Financial Group, Inc.2,803$290K0.05%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,774$287K0.03%+14813F-HR/ATimelineGroup
Avior Wealth Management, LLC2,775$287K0.01%+33213F-HRTimeline
Mach-1 Financial Group, LLC2,773$287K0.05%new13F-HRTimeline
Integrity Advisory Solutions, LLC2,773$287K0.05%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,755$285K<0.01%+48013F-HRTimelineGroup
Tradewinds Capital Management, LLC2,735$283K0.06%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,734$283K0.07%013F-HRTimeline
Pinnacle Bancorp, Inc.2,734$283K0.08%013F-HRTimeline
First Command Advisory Services, Inc.2,728$282K<0.01%+40613F-HRTimeline
MKT Advisors LLC2,720$281K0.1%+32613F-HRTimeline
Western Wealth Management, LLC2,716$281K0.01%-1,13313F-HRTimeline
BCU Wealth Advisors, LLC2,707$280K0.11%+12313F-HRTimeline
Independence Financial Advisors, LLC2,692$278K0.08%-2,53313F-HRTimeline
Pflug Koory, LLC2,687$278K0.13%+84813F-HRTimeline
WEDBUSH SECURITIES INC2,671$276K0.01%-14413F-HRTimeline
Tradition Wealth Management, LLC2,670$276K0.02%+10513F-HRTimeline
Lee Financial Co2,643$273K0.03%-1,42413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,635$272K0.04%new13F-HRTimeline
Spectrum Planning & Advisory Services I…2,629$272K0.15%-12113F-HRTimeline
Beaird Harris Wealth Management, LLC2,602$269K0.02%-36113F-HRTimeline
Prism Advisors, Inc.2,592$268K0.07%+31213F-HRTimeline
Bravias Capital Group, LLC2,584$267K0.18%-713F-HRTimeline
Frank, Rimerman Advisors LLC2,580$267K0.02%013F-HRTimeline
Concorde Asset Management, LLC2,580$266K0.11%13F-HRTimeline