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STIP ISHARES TR

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SHS (fund)

617 managers (627 13F filers) reported a position in STIP shares at 2024-12-31, 75,888,567 shares in all. 59 filers opened a position and 45 filers sold out during the quarter.

Managers
617
13F filers
627
New
59
Added
236
Reduced
209
Sold out
45
Shares held by filers
75,888,567

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Hexagon Capital Partners LLC18$1.81K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC13$1.31K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC10$1.01K<0.01%-10813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10$1K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC8$805<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc5$503<0.01%013F-HRTimeline
Main Street Group, LTD5$503<0.01%-2013F-HRTimeline
Smartleaf Asset Management LLC5$502<0.01%new13F-HRTimeline
Financial Life Planners4$405<0.01%13F-HRTimeline
Arax Advisory Partners4$403<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.4$403<0.01%new13F-HRTimeline
Transcendent Capital Group LLC4$402<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2$203<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.1$101<0.01%-9,61513F-HRTimeline
WR Wealth Planners, LLC1$101<0.01%-513F-HRTimeline
Clark Wealth Partners1$101<0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.