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Disclosery

STIP ISHARES TR

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SHS (fund)

816 managers (826 13F filers) reported a position in STIP shares at 2026-06-30, 125,443,482 shares in all. 119 filers opened a position and 48 filers sold out during the quarter.

Managers
816
13F filers
826
New
119
Added
430
Reduced
174
Sold out
48
Shares held by filers
125,443,482

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Mission Financial Group, LLC3,291$336K0.28%13F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC3,265$334K0.03%new13F-HRTimeline
Golden State Wealth Management, LLC3,242$331K0.03%+2,90913F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL3,200$327K0.01%013F-HRTimeline
MORTON COMMUNITY BANK3,200$327K0.07%013F-HRTimeline
Advyzon Investment Management, LLC3,186$325K0.02%+1,04013F-HRTimeline
Kovack Advisors, Inc.3,198$325K0.02%-3,43013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,173$324K0.19%+5813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,165$323K0.02%+6213F-HRTimeline
Safeguard Investment Advisory Group, LLC3,165$323K0.07%new13F-HRTimeline
Shared Vision Wealth Group LLC3,133$320K0.11%new13F-HRTimeline
Maridea Wealth Management LLC3,129$320K0.03%-1,45113F-HRTimeline
Beacon Financial Advisory LLC3,123$319K0.06%-35913F-HRTimeline
Keystone Financial Services3,117$318K0.08%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,089$316K<0.01%-2,05013F-HRTimelineGroup
Brindle & Bay Financial Advisors, LLC3,089$316K0.16%+84513F-HRTimeline
MONECO ADVISORS, LLC3,062$313K0.02%+913F-HRTimeline
Align Financial, LLC3,047$311K0.15%013F-HRTimeline
VestGen Advisors, LLC3,045$311K0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,013$308K0.03%013F-HRTimeline
W.H. Cornerstone Investments Inc.2,972$304K0.17%+5513F-HRTimeline
Aurelius Family Office LLC2,968$303K0.12%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,962$303K0.05%+5513F-HRTimeline
Addison Advisors LLC2,935$300K0.14%+2,16513F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC2,929$299K0.1%+3313F-HRTimelineGroup
Spectrum Planning & Advisory Services I…2,909$297K0.13%new13F-HRTimeline
Cyndeo Wealth Partners, LLC2,906$297K0.01%013F-HRTimeline
Northwest Financial Advisors2,867$293K0.04%new13F-HRTimeline
Able Wealth Management LLC2,853$291K0.07%new13F-HRTimeline
Rothschild Wealth LLC2,833$289K0.02%new13F-HRTimeline
Pflug Koory, LLC2,738$280K0.11%-7013F-HRTimeline
AdvisorNet Financial, Inc2,736$279K0.01%+713F-HRTimeline
Tradewinds Capital Management, LLC2,735$279K0.05%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,734$279K0.06%013F-HRTimeline
Pinnacle Bancorp, Inc.2,734$279K0.07%013F-HRTimeline
Chatterton & Associates Inc.2,699$274K0.16%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,672$273K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC2,686$272K0.03%+27213F-HRTimeline
Independence Financial Advisors, LLC2,664$272K0.07%+4913F-HRTimeline
Stablepoint Partners, LLC2,649$271K0.04%+4913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,601$266K<0.01%-95013F-HRTimelineGroup
Blue Trust, Inc.2,590$265K<0.01%+2,56313F-HRTimeline
Frank, Rimerman Advisors LLC2,580$264K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,579$263K<0.01%-70113F-HRTimeline
Atwater Malick LLC2,576$263K0.06%013F-HRTimeline
Bravias Capital Group, LLC2,564$262K0.16%013F-HRTimeline
MKT Advisors LLC2,540$257K0.08%new13F-HRTimeline
Liberty Capital Management, Inc.2,519$257K0.04%13F-HRTimeline
Compound Planning, Inc.2,485$254K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,474$253K0.01%013F-HRTimeline
Tanager Wealth Management LLP2,463$252K0.02%+34513F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC2,455$251K0.18%013F-HRTimeline
THEORY FINANCIAL LLC2,452$250K0.08%new13F-HRTimeline
Gladstone Institutional Advisory LLC2,439$249K0.01%-33013F-HRTimeline
Barnes Wealth Management Group, Inc2,428$248K0.11%new13F-HRTimeline
SYKON CAPITAL LLC2,404$246K0.08%new13F-HRTimeline
KICKSTAND VENTURES, LLC.2,400$245K0.04%new13F-HRTimeline
Aspire Private Capital, LLC2,397$245K0.05%new13F-HRTimeline
M Wealth Management, LLC2,381$243K0.19%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.2,364$242K<0.01%-1913F-HRTimeline
Acorns Advisers, LLC2,332$238K<0.01%+26513F-HRTimeline
Adams Wealth Management2,299$235K0.04%-1,04513F-HRTimeline
Sandy Cove Advisors, LLC2,299$235K0.06%new13F-HRTimeline
CacheTech Inc.2,299$235K0.04%-1,04513F-HRTimeline
Gen-Wealth Partners Inc2,277$233K0.06%+1,72913F-HRTimeline
Legacy Financial Group LLC2,272$232K0.03%new13F-HRTimeline
Venturi Wealth Management, LLC2,254$230K0.01%-6013F-HRTimeline
Penobscot Investment Management Company…2,243$229K0.02%013F-HRTimeline
TSFG, LLC2,232$228K0.03%+2,09213F-HRTimeline
May Hill Capital, LLC2,226$227K0.05%new13F-HRTimeline
Prosperity Consulting Group, LLC2,190$224K0.01%-43113F-HRTimeline
Donalies Financial Planning, LLC2,169$222K0.16%+15013F-HRTimeline
WEDBUSH SECURITIES INC2,162$221K0.01%+20713F-HRTimeline
GeoWealth Management, LLC2,156$220K0.01%-70413F-HRTimeline
AlphaCore Capital LLC2,146$219K<0.01%-3113F-HRTimeline
Ergawealth Advisors, Inc.2,143$219K0.09%013F-HRTimeline
Ascension Capital Advisors, Inc.2,134$218K0.06%new13F-HRTimeline
Ted Buchan & Co2,129$217K0.07%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,098$217K0.03%013F-HRTimeline
Echo Wealth Management, LLC2,119$216K0.11%new13F-HRTimeline
NORDEN GROUP LLC2,092$214K0.02%-14113F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…2,088$213K0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC2,060$210K0.01%013F-HRTimeline
Selby Wealth Management, LLC2,059$210K0.07%013F-HRTimeline
Gradient Capital Advisors, LLC2,058$210K0.05%new13F-HRTimeline
Prairiewood Capital, LLC2,040$208K0.05%-3513F-HRTimeline
VestGen Investment Management2,035$208K0.11%new13F-HRTimeline
D.A. DAVIDSON & CO.2,032$208K<0.01%-60013F-HRTimeline
Symmetry Partners, LLC2,032$208K0.01%013F-HRTimeline
Continuum Advisory, LLC2,010$205K0.02%+5713F-HRTimeline
LPWM LLC2,004$205K0.05%new13F-HRTimeline
WBH ADVISORY INC2,000$204K0.01%013F-HRTimeline
Sterneck Capital Management, LLC2,000$204K0.09%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,000$204K<0.01%new13F-HRTimelineGroup
FLP Wealth Management, LLC1,992$204K0.36%new13F-HRTimeline
CWA Asset Management Group, LLC1,989$203K0.01%-2,46313F-HRTimeline
Pine Harbor Wealth Management, LLC1,979$202K0.05%+3713F-HRTimeline
Icon Wealth Advisors, LLC1,970$201K0.01%new13F-HRTimeline
STONE LOFT WEALTH MANAGEMENT LLC1,979$201K0.11%new13F-HRTimeline
Evanson Financial, LLC1,961$200K0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC1,945$199K0.01%-33013F-HRTimeline
Buck Wealth Strategies, LLC1,898$194K0.02%new13F-HRTimeline
Canton Hathaway, LLC1,743$178K0.03%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,663$170K0.1%+3113F-HRTimeline
EFG International AGin group EFG International AG1,659$169K<0.01%+59213F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,637$167K0.02%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,615$165K0.01%013F-HRTimeline
Cornerstone Planning Group LLC1,615$164K0.02%+93013F-HRTimeline
First Command Advisory Services, Inc.1,578$161K<0.01%-56613F-HRTimeline
Cape Investment Advisory, Inc.1,529$156K0.04%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,438$147K0.04%-37713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,392$142K0.01%+1,38113F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,466$142K0.04%+14013F-HRTimeline
BARRETT & COMPANY, INC.1,336$137K0.04%+28513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,294$132K<0.01%-1813F-HRTimelineGroup
WealthCollab, LLC1,275$130K0.05%+1,18113F-HRTimeline
CoreCap Advisors, LLC1,258$128K<0.01%+19113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,188$121K0.02%+33113F-HRTimeline
Highland Investment Advisors LLC1,092$112K0.05%13F-HRTimeline
TD Capital Management LLC1,079$110K0.01%+2013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,039$106K0.01%+1,02313F-HRTimeline
Legacy Bridge, LLC1,030$105K0.03%013F-HRTimeline
Triumph Capital Management1,001$102K0.02%013F-HRTimeline
MOTCO962$98.3K0.01%013F-HRTimeline
Kings Path Partners LLC920$94K0.03%-3913F-HRTimeline
Signature Resources Capital Management,…918$93.8K0.04%-2313F-HRTimeline
Vision Retirement, LLC881$90K0.02%+5113F-HRTimeline
Founders Financial Alliance, LLC880$89.9K0.01%-2413F-HRTimeline
Crewe Advisors LLC816$83.4K0.01%new13F-HRTimeline
NFSG Corp639$65.3K0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.633$64.7K0.05%new13F-HRTimeline
Wilmington Savings Fund Society, FSB568$58K<0.01%013F-HRTimeline
Mosley Wealth Management553$56.5K0.02%-2,83613F-HRTimeline
IMG Wealth Management, Inc.543$55.5K0.03%013F-HRTimeline
Bradley & Co. Private Wealth Management…520$53.1K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD515$52.6K0.02%013F-HRTimeline
Rossby Financial, LCC500$51.1K0.01%-27713F-HRTimeline
MATHER GROUP, LLC.497$50.8K<0.01%-99013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management480$49K<0.01%-32613F-HRTimelineGroup
Kingdom Financial Group LLC.472$48.2K0.01%new13F-HRTimeline
Clearstead Advisors, LLC442$45.2K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC437$44.6K0.03%-613F-HRTimeline
Imprint Wealth LLC418$42.7K0.17%new13F-HRTimeline
Birchwood Financial Partners, Inc.412$42.1K0.03%+113F-HRTimeline
LANARK FINANCIAL, INC.412$42.1K<0.01%+1713F-HRTimeline
Torren Management, LLC403$41.2K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/399$40.7K<0.01%new13F-HRTimelineGroup
Retirement Wealth Solutions LLC372$38K0.02%+24713F-HRTimeline
Beacon Financial Strategies CORP371$37.9K0.02%new13F-HRTimeline
WPG Advisers, LLC370$37.8K0.02%new13F-HRTimeline
Covestor Ltd354$36K0.02%+5613F-HRTimeline
Key Capital Management, INC335$34.2K0.02%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$33.6K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.322$32.9K0.01%-1613F-HRTimeline
Capital Investment Advisory Services, L…299$30.5K<0.01%013F-HRTimeline
Rossmore Private Capital250$25.5K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC250$25.5K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS247$25.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC238$24.4K<0.01%-1,20013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\237$24.2K<0.01%+3213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…228$23.1K<0.01%+14913F-HRTimeline
Smallwood Wealth Investment Management,…200$20.4K0.01%013F-HRTimeline
Boreal Capital Management LLC0$20.4K0.02%new13F-HRTimelineAmount filed as zero, left out of ratios.
Valeo Financial Advisors, LLC18,332$20K<0.01%+1613F-HRTimeline
Capital Advisor Network LLC191$19.5K0.02%new13F-HRTimeline
Lloyd Advisory Services, LLC.185$18.9K0.01%new13F-HRTimeline
Strive Financial Group ,LLC181$18.5K0.01%+4613F-HR/ATimeline
Larson Financial Group LLC178$18.2K<0.01%+313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC166$17K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC165$16.9K0.01%+113F-HRTimeline
Strategic Advocates LLC158$16.1K0.06%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC152$15.5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$15.3K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors143$14.6K<0.01%013F-HRTimelineGroup
Horrell Capital Management, Inc.140$14.3K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources136$13.9K<0.01%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC136$13.9K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.123$12.6K0.01%new13F-HRTimeline
Signature Equity Partners, LLC120$12.3K0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC105$10.8K0.01%-29713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp100$10.2K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC100$10.2K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC95$9.63K<0.01%-2913F-HRTimeline
Quest 10 Wealth Builders, Inc.87$8.89K0.01%+7213F-HRTimeline
Morton Brown Family Wealth, LLC76$7.76K<0.01%013F-HRTimeline
LRI Investments, LLC72$7.36K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.70$7.18K<0.01%-3813F-HRTimeline
Asset Dedication, LLC70$7.15K<0.01%+6813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.68$6.95K<0.01%13F-HRTimeline
Park Place Capital Corp53$5.41K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…48$4.9K<0.01%013F-HRTimeline
Orion Capital Management LLC47$4.8K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.40$4.09K<0.01%013F-HRTimeline
Nemes Rush Group LLC40$4.09K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC38$3.88K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC34$3.47K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC31$3K<0.01%013F-HRTimeline
Westfuller Advisors, LLC20$2.07K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC13$1.33K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.12$1.23K<0.01%new13F-HRTimeline