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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 2026-03-31, 116,213,330 shares in all. 83 filers opened a position and 76 filers sold out during the quarter.

Managers
754
13F filers
766
New
83
Added
333
Reduced
241
Sold out
76
Shares held by filers
116,213,330

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Riverbend Wealth Management, LLC8,259$854K0.53%+36713F-HRTimeline
Townsend Financial Planning, LLC8,079$836K0.81%+16113F-HRTimeline
First PREMIER Bank8,073$835K0.19%-74313F-HRTimeline
Keebeck Wealth Management8,061$834K0.09%+5,76513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,995$827K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC7,922$819K0.18%+7,33513F-HRTimeline
Matrix Trust Co7,902$817K0.14%-7,04513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA7,871$814K0.03%013F-HRTimelineGroup
OneDigital Investment Advisors LLC7,834$810K0.01%-2,41213F-HRTimeline
Avant Financial Advisors LLC7,789$806K0.57%+89313F-HRTimeline
Collier Financial7,745$801K0.61%+1,54613F-HRTimeline
LaSalle St. Investment Advisors, LLC7,708$797K0.11%-17213F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC7,611$787K0.34%+59613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,507$776K0.11%-34113F-HRTimeline
Allworth Financial LP7,486$774K<0.01%+213F-HRTimeline
PFG Advisors7,396$765K0.04%+4,87013F-HRTimeline
SCOTIA CAPITAL INC.7,392$765K<0.01%+2,29213F-HRTimeline
Trek Financial, LLC7,382$764K0.04%-37,71613F-HRTimeline
Cornerstone Financial Management LLC7,343$760K0.7%-1,62613F-HR/ATimeline
Eagle Bay Advisors LLC7,335$759K0.67%+1,16213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV7,189$744K0.03%+73613F-HRTimeline
Canandaigua National Trust Co of Florida7,172$742K0.6%-60213F-HRTimeline
Princeton Global Asset Management LLC6,982$722K0.12%-1,25413F-HRTimeline
EP Wealth Advisors, LLC6,980$722K<0.01%+3,14613F-HRTimeline
Bucket List Wealth Management, LLC6,975$721K0.43%+23213F-HRTimeline
Sidoxia Capital Management, LLC6,955$719K0.62%13F-HRTimeline
Glass Jacobson Investment Advisors llc6,938$718K0.25%-40313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,908$714K0.08%+1,87613F-HRTimeline
Composition Wealth, LLC6,831$707K0.01%-294,50113F-HRTimeline
Arbor Investment Advisors, LLC6,831$706K0.09%+40513F-HRTimeline
First Bank & Trust6,807$704K0.11%+3,08913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,738$697K0.1%+7013F-HRTimeline
PW ADVISORS, LLC \ FL6,705$694K0.52%+31113F-HRTimeline
Joseph P. Lucia & Associates, LLC6,628$686K0.25%-28513F-HRTimeline
Kovack Advisors, Inc.6,628$684K0.04%+3,13413F-HRTimeline
BOS Asset Management, LLC6,595$682K0.17%+25413F-HRTimeline
United Asset Strategies, Inc.6,594$682K0.05%+11913F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,561$679K0.03%-3,64413F-HRTimeline
Robinswood Financial LLC6,528$675K0.21%013F-HR/ATimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,508$673K0.07%+3713F-HRTimeline
PRIVATE TRUST CO NA6,490$671K0.06%-1,24113F-HRTimeline
Factor Wealth Management LTD6,435$666K0.13%-5013F-HRTimeline
Holos Integrated Wealth LLC6,418$664K0.34%new13F-HRTimeline
Wedmont Private Capital6,405$662K0.02%-6013F-HRTimeline
Clarity Asset Management, Inc.6,396$662K0.33%new13F-HRTimeline
Eaton Financial Holdings Company, LLC6,287$650K0.21%new13F-HRTimeline
Vise Technologies, Inc.6,334$649K0.01%013F-HRTimeline
Smith Partners Wealth Management, LLC6,262$648K0.58%+26213F-HRTimeline
HARBOUR INVESTMENTS, INC.6,240$645K0.01%+4,62913F-HRTimeline
Selective Wealth Management, Inc.6,115$636K0.19%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …6,041$625K0.06%+11013F-HRTimelineGroup
Disciplined Investments, LLC6,022$623K0.22%-10013F-HRTimeline
Silver Grove Financial Group, Inc.6,019$623K0.5%-2313F-HRTimeline
Buttonwood Financial Group, LLC5,893$610K0.37%+9613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,881$608K0.13%+73113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,861$606K0.46%-1,62113F-HRTimeline
Cadent Capital Advisors, LLC5,810$601K0.16%+32413F-HRTimeline
Westover Capital Advisors, LLC5,801$600K0.11%-11613F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding5,792$599K+2,653Timeline
Oakmont Advisory Group, LLC5,761$596K0.61%-3,08813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,738$593K0.53%-9713F-HRTimeline
WealthPlan Investment Management, LLC5,732$593K0.03%new13F-HRTimeline
COREPATH WEALTH PARTNERS LLC5,720$591K0.4%-113F-HRTimeline
Meridian Wealth Management, LLC5,668$586K0.02%+1,10613F-HRTimeline
LongView Wealth Management5,642$585K0.15%-21,69813F-HRTimeline
WASHINGTON TRUST Co5,577$577K0.02%-5413F-HRTimeline
Marotta Asset Management5,533$571K0.11%+2,07213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,508$570K0.04%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …5,431$562K0.03%+52913F-HRTimelineGroup
West Wealth Group, LLC5,374$556K0.11%-3,21013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,312$549K0.01%new13F-HRTimelineGroup
PFG Investments, LLC5,306$549K0.03%new13F-HRTimeline
Wallace Advisory Group, LLC5,276$546K0.58%-6,90213F-HRTimeline
FC Advisory LLC5,275$546K0.16%-10213F-HRTimeline
DeLarme Wealth Management, Inc.5,265$545K0.35%+2,77513F-HRTimeline
Rothschild Capital Partners, LLC5,253$543K0.13%new13F-HRTimeline
RFG Advisory, LLC5,233$541K0.01%-4513F-HRTimeline
Geneos Wealth Management Inc.5,165$534K0.01%+38813F-HRTimeline
LaFleur & Godfrey LLC5,156$533K0.07%+11213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,139$533K<0.01%13F-HRTimelineGroup
Archer Investment Management, LLC5,141$532K0.22%+3,14613F-HRTimeline
RHS Financial, LLC5,069$524K0.25%+1,92713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.5,058$523K0.4%-4913F-HRTimeline
Sequoia Financial Advisors, LLC5,029$520K<0.01%013F-HRTimeline
Sharp Wealth Advisory, LLC5,019$519K0.26%+16713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,016$519K0.81%-6513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,000$517K0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,991$516K0.02%+87213F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,986$516K0.03%013F-HRTimeline
Lodestone Wealth Management LLC4,978$515K0.2%013F-HR/ATimeline
Henrickson Nauta Wealth Advisors, Inc.4,932$510K0.14%-4,93213F-HRTimeline
Jaffetilchin Investment Partners, LLC4,925$509K0.03%-30713F-HRTimeline
GREENLEAF TRUST4,880$505K<0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,863$503K<0.01%-10,16613F-HRTimelineGroup
RAM Investment Partners, LLC4,857$502K0.09%new13F-HRTimeline
EHRLICH FINANCIAL GROUP4,857$502K0.29%-5,09913F-HRTimeline
Integrated Advisors Network LLC4,840$501K0.03%-22,61113F-HRTimeline
Wealthspire Advisors, LLC4,746$491K<0.01%-7013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,709$487K0.02%-4313F-HRTimeline
Financial Harvest, LLC4,684$484K0.29%+4713F-HRTimeline
Ellis Investment Partners, LLC4,655$482K0.08%-9213F-HRTimeline
Blankinship & Foster, LLC4,600$476K0.11%+1,72013F-HRTimeline
Mayflower Financial Advisors, LLC4,594$475K0.06%+5413F-HRTimeline
Maridea Wealth Management LLC4,580$474K0.07%-23113F-HRTimeline
Apex Wealth Management, LLC4,567$472K0.32%-25,16013F-HRTimeline
North Ridge Wealth Advisors, Inc.4,498$465K0.26%+113F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…4,495$465K0.02%013F-HRTimeline
CWA Asset Management Group, LLC4,452$460K0.02%+2,24413F-HRTimeline
Verdence Capital Advisors LLC4,438$459K0.03%+23113F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,428$458K0.12%013F-HRTimeline
Mountain Capital Investment Advisors In…4,373$455K0.07%new13F-HRTimeline
UPTICK PARTNERS, LLC4,392$454K0.09%+1913F-HRTimeline
MADDEN SECURITIES Corp4,340$449K0.13%+13013F-HRTimeline
Patten Group, Inc.4,327$448K0.08%-2,45313F-HRTimeline
Obermeyer Wealth Partners4,326$447K0.02%013F-HRTimeline
Triad Wealth Partners, LLC4,324$447K0.04%+30813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,240$441K-2,173Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,247$439K0.01%+42513F-HRTimelineGroup
Quantinno Capital Management LP4,236$438K<0.01%new13F-HRTimeline
MIDDLETON & CO INC/MA4,101$424K0.05%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,083$422K0.03%-2,23913F-HRTimeline
Madson Wealth Advisors Inc4,035$417K0.35%13F-HRTimeline
Affinity Capital Advisors, LLC3,988$412K0.06%-5013F-HRTimeline
Keystone Wealth Services, LLC3,924$406K0.09%-1113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,885$402K0.01%-2,83013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co3,843$397K<0.01%+1,36313F-HRTimelineGroup
Sovran Advisors, LLC3,803$396K0.03%-3,35813F-HRTimeline
WELLINGTON-ALTUS USA INC.3,877$396K0.23%+27713F-HRTimeline
Laurel Wealth Advisors LLC3,805$394K0.04%+80013F-HRTimeline
Essential Partners LLC3,811$394K0.13%+23713F-HRTimeline
Eagle Capital Management, LLC3,812$394K0.16%013F-HRTimeline
Thrive Capital Management, LLC3,808$394K0.09%-1,06013F-HRTimeline
BOSTON FAMILY OFFICE LLC3,746$387K0.03%+1,05013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,590$371K0.04%-20013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,584$371K-144Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,551$367K<0.01%-29113F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc3,527$365K0.19%new13F-HRTimeline
Financial Network Wealth Advisors LLC3,516$364K0.37%-3,34013F-HRTimeline
Beacon Financial Advisory LLC3,482$360K0.08%-713F-HRTimeline
Western Wealth Management, LLC3,480$360K0.01%-7,15613F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp3,474$359K<0.01%+22113F-HR/ATimelineGroup
Core Wealth Partners LLC3,468$359K0.17%013F-HRTimeline
Rehmann Capital Advisory Group3,441$356K0.02%+15313F-HRTimeline
Avior Wealth Management, LLC3,438$356K0.01%+22813F-HRTimeline
HighPoint Advisor Group LLC3,418$354K0.01%-7813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,418$354K0.06%+1813F-HRTimeline
Mosley Wealth Management3,389$350K0.16%+5713F-HRTimeline
Adams Wealth Management3,344$346K0.08%-13513F-HRTimeline
CacheTech Inc.3,344$346K0.07%-13513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,315$343K<0.01%+24313F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,294$341K0.1%-1,28013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,280$339K0.01%-1,27213F-HR/ATimeline
Mine & Arao Wealth Creation & Managemen…3,270$338K0.14%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,200$331K0.01%013F-HRTimeline
MORTON COMMUNITY BANK3,200$331K0.07%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,189$330K0.01%-7,41513F-HRTimeline
Inlight Wealth Management, LLC3,169$328K0.12%+40113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,115$322K0.22%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,103$321K0.02%-213F-HR/ATimeline
Apella Capital, LLC3,069$318K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC3,068$317K0.15%-1,13013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,071$317K0.01%-12,50513F-HRTimelineGroup
MONECO ADVISORS, LLC3,053$316K0.02%+2213F-HRTimeline
Skyline Advisors, Inc.3,050$315K0.11%new13F-HRTimeline
Align Financial, LLC3,047$315K0.18%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,013$312K0.03%-58513F-HR/ATimeline
Global View Capital Management LLC3,001$310K0.08%-2313F-HRTimeline
WealthShield Partners, LLC2,988$309K0.03%+8513F-HRTimeline
Aurelius Family Office LLC2,968$307K0.13%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC2,906$303K0.13%-7513F-HRTimeline
W.H. Cornerstone Investments Inc.2,917$302K0.19%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,907$301K0.05%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,906$301K0.02%-1,96013F-HRTimeline
GeoWealth Management, LLC2,860$296K0.01%new13F-HRTimeline
Berger Financial Group, Inc2,850$295K0.02%-2413F-HRTimeline
Andina Capital Management, LLC2,849$295K0.26%-3,96113F-HRTimeline
Gibbs Wealth Management2,848$295K0.04%-2,14413F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …2,817$291K0.03%new13F-HRTimelineGroup
Pflug Koory, LLC2,808$290K0.13%+9013F-HRTimeline
Gladstone Institutional Advisory LLC2,769$286K0.01%-6713F-HRTimeline
Csenge Advisory Group2,755$285K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC2,735$283K0.06%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,734$283K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.2,734$283K0.08%013F-HRTimeline
AdvisorNet Financial, Inc2,729$282K0.01%+13813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,711$280K0.04%new13F-HRTimeline
D.A. DAVIDSON & CO.2,632$272K<0.01%-713F-HRTimeline
Prosperity Consulting Group, LLC2,621$271K0.01%-4,65313F-HRTimeline
Independence Financial Advisors, LLC2,615$270K0.08%013F-HRTimeline
Stablepoint Partners, LLC2,600$269K0.04%new13F-HRTimeline
Frank, Rimerman Advisors LLC2,580$267K0.02%013F-HRTimeline
Atwater Malick LLC2,576$266K0.07%-15813F-HRTimeline
Bravias Capital Group, LLC2,564$265K0.17%-3913F-HRTimeline
ATLas Financial Planning LLC2,539$263K0.24%-17213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,474$256K0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC2,455$254K0.2%+17813F-HRTimeline
Net Worth Advisory Group2,444$253K0.05%013F-HRTimeline
Accurate Wealth Management, LLC2,414$250K0.03%-4213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,383$246K<0.01%new13F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP2,372$245K0.03%-2613F-HRTimeline