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Disclosery

STIP ISHARES TR

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SHS (fund)

648 managers (658 13F filers) reported a position in STIP shares at 2025-03-31, 86,360,886 shares in all. 82 filers opened a position and 44 filers sold out during the quarter.

Managers
648
13F filers
658
New
82
Added
283
Reduced
203
Sold out
44
Shares held by filers
86,360,886

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sunbelt Securities, Inc.141$14.6K<0.01%-5313F-HRTimeline
Horrell Capital Management, Inc.140$14.5K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\131$13.6K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.130$13K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC125$12.9K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC119$12.3K<0.01%-83713F-HRTimeline
Parallel Advisors, LLC115$11.9K<0.01%-1,01413F-HRTimeline
Sound Income Strategies, LLC111$11.4K<0.01%-613F-HRTimeline
Global Trust Asset Management, LLC100$10.3K0.01%-1,60013F-HRTimeline
Mascoma Wealth Management LLC99$10.2K<0.01%-54513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC95$9.83K<0.01%+7213F-HRTimeline
WealthCollab, LLC94$9.73K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC83$8.35K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC81$8.29K<0.01%13F-HRTimeline
NewSquare Capital LLC80$8.28K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC79$8.17K<0.01%new13F-HRTimeline
TSFG, LLC75$8K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc72$7K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.67$6.93K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC63$6.48K<0.01%new13F-HRTimeline
Collier Financial62$6.42K0.01%new13F-HRTimeline
Archer Investment Corp59$6.11K<0.01%013F-HRTimeline
Orion Capital Management LLC57$5.9K<0.01%013F-HRTimeline
CURIO WEALTH, LLC2$5.43K0.04%-5213F-HRTimeline
Federation des caisses Desjardins du Qu…48$4.97K<0.01%013F-HRTimeline
Arax Advisory Partners47$4.86K<0.01%+4313F-HRTimeline
FAS Wealth Partners, Inc.40$4.14K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.40$4.09K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC37$3.83K0.01%new13F-HRTimeline
Darwin Wealth Management, LLC35$3.52K<0.01%013F-HRTimeline
McIlrath & Eck, LLC29$3K<0.01%013F-HRTimeline
Compass Wealth Management LLC29$3K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC25$2.59K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.25$2.59K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10$2K<0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC18$1.86K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC18$1.86K<0.01%-70413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC13$1.34K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.11$1.14K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management5$1K<0.01%new13F-HRTimeline
Dunhill Financial, LLC11$882<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8$828<0.01%013F-HRTimeline
Global Wealth Strategies & Associates5$517<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC3$310<0.01%new13F-HRTimeline
UMB Bank, n.a.2$207<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NorthRock Partners, LLC1$104<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC1$60<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,23713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.