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Disclosery

STIP ISHARES TR

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SHS (fund)

754 managers (766 13F filers) reported a position in STIP shares at 2025-12-31, 101,343,112 shares in all. 59 filers opened a position and 97 filers sold out during the quarter.

Managers
754
13F filers
766
New
59
Added
309
Reduced
267
Sold out
97
Shares held by filers
101,343,112

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ACORN FINANCIAL ADVISORY SERVICES INC /…7,848$804K0.12%+8713F-HRTimeline
Canandaigua National Trust Co of Florida7,774$796K0.5%-713F-HRTimeline
PRIVATE TRUST CO NA7,731$792K0.07%-4,67013F-HRTimeline
Allworth Financial LP7,484$766K<0.01%-64113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,482$766K0.64%-13,81313F-HRTimeline
VestGen Investment Management7,452$763K0.42%-82713F-HRTimeline
Summit Financial, LLC7,371$755K0.01%-1413F-HRTimeline
Glass Jacobson Investment Advisors llc7,341$752K0.27%-46813F-HRTimeline
Prosperity Consulting Group, LLC7,274$745K0.03%-1,71713F-HRTimeline
Sovran Advisors, LLC7,161$734K0.06%-3,98413F-HRTimeline
Waverly Advisors, LLC7,036$720K0.01%-23013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,015$718K0.32%+56313F-HRTimeline
Joseph P. Lucia & Associates, LLC6,913$708K0.26%-1,24513F-HRTimeline
Avant Financial Advisors LLC6,896$706K0.51%+8413F-HRTimeline
Financial Network Wealth Advisors LLC6,856$702K0.73%+44413F-HRTimeline
One Wealth Advisors, LLC6,815$698K0.09%-16,09013F-HRTimeline
Andina Capital Management, LLC6,810$697K0.42%-1,35013F-HRTimeline
Patten Group, Inc.6,780$694K0.13%-13,48013F-HRTimeline
AE Wealth Management LLC6,760$692K<0.01%-24,87713F-HRTimeline
Bucket List Wealth Management, LLC6,743$691K0.41%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,715$688K0.01%+75613F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC6,668$683K0.11%-14313F-HRTimeline
Thompson David Blair6,658$682K0.39%13F-HRTimeline
Visionary Horizons, LLC6,616$677K0.35%+47213F-HRTimeline
NORDEN GROUP LLC6,586$674K0.07%-46013F-HRTimeline
Robinswood Financial LLC6,528$668K0.21%-36313F-HRTimeline
Factor Wealth Management LTD6,485$664K0.14%+6913F-HRTimeline
United Asset Strategies, Inc.6,475$663K0.05%-33513F-HRTimeline
Wedmont Private Capital6,465$663K0.02%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,471$663K0.07%+6313F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV6,453$661K0.02%+613F-HRTimeline
Arbor Investment Advisors, LLC6,426$658K0.09%-1,30513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,413$657K-899Timeline
PW ADVISORS, LLC \ FL6,394$655K0.53%13F-HRTimeline
BOS Asset Management, LLC6,341$649K0.17%+16513F-HRTimeline
Vise Technologies, Inc.6,334$649K0.01%+2,74313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,322$647K0.05%-52413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,294$644K0.08%-46913F-HRTimeline
FIRST UNITED BANK & TRUST6,291$644K0.21%-3,49013F-HRTimeline
Collier Financial6,199$635K0.48%+57713F-HRTimeline
Gateway Wealth Partners, LLC6,183$633K0.07%-2,16713F-HRTimeline
Eagle Bay Advisors LLC6,173$632K0.46%new13F-HRTimeline
Disciplined Investments, LLC6,122$627K0.24%+313F-HRTimeline
Selective Wealth Management, Inc.6,115$626K0.2%-79113F-HRTimeline
Advisor Resource Council6,093$626K0.22%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC6,100$625K0.22%+4413F-HRTimeline
Algorithmic Investment Models, LLC6,099$624K0.77%-29,30913F-HRTimeline
Merit Financial Group, LLC6,061$621K<0.01%-64,26613F-HRTimeline
Silver Grove Financial Group, Inc.6,042$619K0.54%+53313F-HRTimeline
Smith Partners Wealth Management, LLC6,000$614K0.57%13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,931$614K0.07%-40,46013F-HRTimelineGroup
Westover Capital Advisors, LLC5,917$606K0.11%-59713F-HRTimeline
BWM Planning, LLC5,899$604K0.16%+11813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,835$597K0.54%-413F-HRTimeline
Buttonwood Financial Group, LLC5,797$594K0.32%-55713F-HRTimeline
COREPATH WEALTH PARTNERS LLC5,721$587K0.39%-49213F-HRTimeline
LWM Advisory Services, LLC5,672$581K0.34%+25813F-HRTimeline
WASHINGTON TRUST Co5,631$577K0.02%-59213F-HRTimeline
GTS SECURITIES LLC5,624$576K0.02%+1,30713F-HRTimeline
WealthPLAN Partners, LLC5,587$572K0.09%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,561$569K0.02%new13F-HRTimelineGroup
ORG Partners LLC5,506$564K0.1%-16813F-HRTimeline
Cadent Capital Advisors, LLC5,486$562K0.15%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,379$551K0.03%-1,85713F-HRTimelineGroup
FC Advisory LLC5,377$551K0.16%-9013F-HRTimeline
Ted Buchan & Co5,375$550K0.2%+3,41413F-HRTimeline
RFG Advisory, LLC5,278$540K0.01%-34813F-HRTimeline
Jaffetilchin Investment Partners, LLC5,232$536K0.03%+6813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,150$527K0.1%+1,85013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.5,107$523K0.38%-7413F-HRTimeline
Vertex Planning Partners, LLC5,102$522K0.12%-12,79513F-HRTimeline
SCOTIA CAPITAL INC.5,100$522K<0.01%-4,56413F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,081$520K0.86%-17313F-HRTimeline
LaFleur & Godfrey LLC5,044$516K0.06%+12513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.5,032$515K0.06%13F-HRTimeline
Sequoia Financial Advisors, LLC5,029$515K<0.01%-1,49713F-HRTimeline
Gibbs Wealth Management4,992$512K0.12%-18613F-HRTimeline
Atlatl Advisers LLC4,994$511K0.2%-10,06413F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,986$511K0.03%013F-HRTimeline
Lodestone Wealth Management LLC4,978$510K0.21%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,902$502K0.05%+21213F-HRTimelineGroup
GREENLEAF TRUST4,880$500K<0.01%013F-HRTimeline
Thrive Capital Management, LLC4,868$498K0.11%-1,35813F-HRTimeline
Cyndeo Wealth Partners, LLC4,866$498K0.03%+30213F-HRTimeline
Sharp Wealth Advisory, LLC4,852$497K0.25%+37913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC4,851$497K0.19%-21813F-HRTimeline
Wealthspire Advisors, LLC4,816$493K<0.01%-31313F-HRTimeline
Maridea Wealth Management LLC4,811$493K0.07%+2,47913F-HRTimeline
Geneos Wealth Management Inc.4,777$489K0.01%+24313F-HRTimeline
CENTAURUS FINANCIAL, INC.4,752$487K0.02%-1,34313F-HRTimeline
Ellis Investment Partners, LLC4,747$486K0.08%+26713F-HRTimeline
Financial Harvest, LLC4,637$475K0.29%+6213F-HRTimeline
Brindle & Bay Financial Advisors, LLC4,596$471K0.31%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,574$468K0.13%-12413F-HRTimeline
Meridian Wealth Management, LLC4,562$467K0.02%-4013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,552$466K0.01%+76813F-HRTimeline
Mayflower Financial Advisors, LLC4,540$465K0.06%-1,70113F-HRTimeline
North Ridge Wealth Advisors, Inc.4,497$461K0.26%-4313F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…4,495$460K0.02%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,428$453K0.12%013F-HRTimeline
UPTICK PARTNERS, LLC4,373$448K0.1%+1,33613F-HRTimeline
Obermeyer Wealth Partners4,326$443K0.02%-25113F-HRTimeline
Keystone Financial Services4,277$438K0.13%-80013F-HRTimeline
MADDEN SECURITIES Corp4,210$431K0.13%013F-HRTimeline
Verdence Capital Advisors LLC4,207$431K0.03%+20313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4,198$430K0.19%+43613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,119$422K0.02%+5513F-HRTimeline
MIDDLETON & CO INC/MA4,101$420K0.04%-2,74013F-HRTimeline
Adalta Capital Management LLC4,060$416K0.19%013F-HRTimeline
Affinity Capital Advisors, LLC4,038$413K0.06%+53513F-HRTimeline
Triad Wealth Partners, LLC4,016$411K0.04%new13F-HRTimeline
Keystone Wealth Services, LLC3,935$403K0.08%-26113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,842$393K<0.01%-20013F-HRTimelineGroup
EP Wealth Advisors, LLC3,834$393K<0.01%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,822$391K0.01%+1,06713F-HRTimelineGroup
Eagle Capital Management, LLC3,812$390K0.14%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,790$388K0.04%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,746$384K0.04%+97213F-HR/ATimelineGroup
WEALTHGARDEN F.S. LLC3,741$384K0.25%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,728$382K-7Timeline
First Bank & Trust3,718$381K0.06%+1,57413F-HRTimeline
WELLINGTON-ALTUS USA INC.3,600$369K0.27%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,598$368K0.03%013F-HRTimeline
Essential Partners LLC3,574$366K0.11%013F-HRTimeline
SkyView Investment Advisors, LLC3,560$365K0.05%new13F-HRTimeline
GUIDANCE CAPITAL, INC3,550$364K0.09%new13F-HRTimeline
Baker Avenue Asset Management, LP3,547$363K0.01%-198,96513F-HRTimeline
Advyzon Investment Management, LLC3,527$361K0.04%+59613F-HRTimeline
HighPoint Advisor Group LLC3,496$358K0.01%new13F-HRTimeline
Kovack Advisors, Inc.3,494$358K0.02%+1,31013F-HR/ATimeline
Beacon Financial Advisory LLC3,489$357K0.08%-1,89213F-HRTimeline
Adams Wealth Management3,479$356K0.08%+29413F-HRTimeline
CacheTech Inc.3,479$356K0.07%+29413F-HRTimeline
Core Wealth Partners LLC3,468$355K0.16%013F-HRTimeline
Marotta Asset Management3,461$354K0.07%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,400$348K0.05%+2213F-HRTimeline
Mosley Wealth Management3,332$344K0.16%13F-HRTimeline
Rehmann Capital Advisory Group3,288$337K0.02%-12013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…3,270$335K0.13%+3013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,253$333K<0.01%013F-HR/ATimelineGroup
Shared Vision Wealth Group LLC3,246$333K0.13%-10,67313F-HRTimeline
MORTON COMMUNITY BANK3,200$329K0.07%013F-HRTimeline
Avior Wealth Management, LLC3,210$329K0.01%+43513F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,200$328K0.01%013F-HRTimeline
SFI Advisors, LLC3,174$325K0.21%013F-HRTimeline
RHS Financial, LLC3,142$322K0.16%-9813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,139$321K0.13%+2613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC3,105$318K0.02%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,072$317K<0.01%013F-HRTimelineGroup
Brookwood Investment Group LLC3,086$316K0.04%+76513F-HRTimeline
REGIMEN WEALTH, LLC3,066$314K0.09%+513F-HRTimeline
MONECO ADVISORS, LLC3,031$310K0.02%+98213F-HRTimeline
Global View Capital Management LLC3,024$310K0.06%-6213F-HRTimeline
Laurel Wealth Advisors LLC3,005$308K0.04%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC2,981$305K0.13%-1,37213F-HRTimeline
Aurelius Family Office LLC2,968$304K0.13%-17213F-HRTimeline
LifePlan Investment Advisors, Inc.2,961$303K0.12%-1,51613F-HRTimeline
Town Capital LLC2,954$302K0.25%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,953$302K0.09%-3,62413F-HRTimeline
W.H. Cornerstone Investments Inc.2,917$299K0.18%+3813F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,907$298K0.06%+3813F-HRTimeline
WealthShield Partners, LLC2,903$297K0.03%-9,39513F-HRTimeline
Blankinship & Foster, LLC2,880$295K0.06%+46513F-HRTimeline
Berger Financial Group, Inc2,874$294K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC2,836$290K0.01%-25913F-HRTimeline
Prairiewood Capital, LLC2,828$290K0.09%-49113F-HRTimeline
OLD MISSION CAPITAL LLC2,823$289K0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.2,803$287K0.05%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,794$286K<0.01%-1,36713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,793$286K<0.01%-34,89113F-HRTimelineGroup
Inlight Wealth Management, LLC2,768$283K0.1%+85113F-HRTimeline
Tradewinds Capital Management, LLC2,735$280K0.06%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,734$280K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.2,734$280K0.08%013F-HRTimeline
Atwater Malick LLC2,734$280K0.08%-39013F-HRTimeline
Pflug Koory, LLC2,718$278K0.13%+3113F-HRTimeline
ATLas Financial Planning LLC2,711$278K0.27%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,702$277K<0.01%-28,77613F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC2,696$276K0.02%+23713F-HRTimeline
Prism Advisors, Inc.2,674$274K0.07%+8213F-HRTimeline
D.A. DAVIDSON & CO.2,639$270K<0.01%new13F-HRTimeline
Lee Financial Co2,639$270K0.04%-413F-HRTimeline
Independence Financial Advisors, LLC2,615$268K0.07%-7713F-HRTimeline
Bravias Capital Group, LLC2,603$267K0.16%+1913F-HRTimeline
AdvisorNet Financial, Inc2,591$265K0.01%+6513F-HRTimeline
Frank, Rimerman Advisors LLC2,580$264K0.02%013F-HRTimeline
PFG Advisors2,526$259K0.01%-9,54113F-HRTimeline
Liberty Capital Management, Inc.2,519$258K0.05%013F-HRTimeline
Live Oak Investment Partners2,499$256K0.16%new13F-HRTimeline
DeLarme Wealth Management, Inc.2,490$255K0.18%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,480$254K<0.01%+8113F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC2,474$253K0.01%013F-HRTimeline
One Capital Management, LLC2,463$252K0.01%-38913F-HRTimeline
Accurate Wealth Management, LLC2,456$252K0.03%-2513F-HRTimeline
Net Worth Advisory Group2,444$250K0.05%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,398$246K0.03%-16413F-HRTimeline
Avidian Wealth Enterprises, LLC2,397$245K0.01%-1,98613F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…2,358$242K0.05%13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,328$238K0.03%-5,84013F-HRTimeline
NewEdge Wealth, LLC2,322$238K<0.01%new13F-HRTimeline