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Disclosery

STIP ISHARES TR

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SHS (fund)

747 managers (760 13F filers) reported a position in STIP shares at 2025-06-30, 96,374,497 shares in all. 142 filers opened a position and 48 filers sold out during the quarter.

Managers
747
13F filers
760
New
142
Added
348
Reduced
176
Sold out
48
Shares held by filers
96,374,497

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SVB WEALTH LLC2,455$253K0.01%013F-HRTimeline
Keebeck Wealth Management2,454$253K0.03%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,444$252K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC2,443$251K0.01%+20013F-HRTimeline
Accurate Wealth Management, LLC2,429$249K0.04%-2313F-HRTimeline
BWM Planning, LLC2,416$249K0.09%+13113F-HRTimeline
Net Worth Advisory Group2,400$247K0.05%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,399$247K<0.01%+2813F-HRTimelineGroup
Blankinship & Foster, LLC2,394$246K0.06%new13F-HRTimeline
MKT Advisors LLC2,394$245K0.1%new13F-HRTimeline
W.H. Cornerstone Investments Inc.2,345$241K0.15%+30213F-HRTimeline
First Command Advisory Services, Inc.2,322$239K<0.01%-1,18913F-HRTimeline
Wingate Wealth Advisors, Inc.2,290$236K0.21%new13F-HRTimeline
Prism Advisors, Inc.2,280$235K0.07%-26313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,275$234K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC2,270$234K0.09%013F-HRTimeline
Penobscot Investment Management Company…2,259$232K0.02%-8713F-HRTimeline
AdvisorNet Financial, Inc2,259$232K0.02%-48313F-HRTimeline
Aspire Private Capital, LLC2,258$232K0.05%new13F-HRTimeline
Evanson Asset Management, LLC2,241$231K0.01%013F-HRTimeline
Redwood Financial Network Corp2,215$228K0.15%013F-HRTimeline
Texas Yale Capital Corp.2,200$226K0.01%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC2,192$226K0.09%new13F-HRTimeline
WealthPLAN Partners, LLC2,188$225K0.04%new13F-HRTimeline
Kovack Advisors, Inc.2,178$224K0.02%+713F-HRTimeline
AlphaCore Capital LLC2,128$219K0.01%+3013F-HRTimeline
Maridea Wealth Management LLC2,128$219K0.06%new13F-HRTimeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…2,110$217K0.02%new13F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT2,085$215K0.01%013F-HRTimeline
Aprio Wealth Management, LLC2,060$212K0.02%013F-HRTimeline
Maxele Advisors, LLC2,043$210K0.18%-7513F-HRTimeline
Symmetry Partners, LLC2,032$209K0.03%013F-HRTimeline
Tanager Wealth Management LLP2,023$208K0.02%-1013F-HRTimeline
TSA Wealth Managment LLC2,009$207K0.08%new13F-HRTimeline
WBH ADVISORY INC2,000$206K0.02%013F-HRTimeline
Sterneck Capital Management, LLC2,000$206K0.1%new13F-HRTimeline
Davis Wealth Advisors, LLC1,971$203K0.22%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,879$193K0.03%-2,51513F-HRTimelineGroup
Pflug Koory, LLC1,839$189K0.1%+87213F-HRTimeline
Arax Advisory Partners1,636$168K0.01%+1,58913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,594$164K0.11%+2513F-HRTimeline
Inlight Wealth Management, LLC1,474$152K0.08%+51513F-HRTimeline
Smartleaf Asset Management LLC1,327$136K0.01%+93313F-HRTimeline
Horizons Wealth Management1,276$131K0.09%+27013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,240$128K<0.01%+60013F-HR/ATimelineGroup
Evelyn Partners Investment Management (…1,241$128K0.05%+31713F-HR/ATimeline
CoreCap Advisors, LLC1,183$122K<0.01%+15413F-HRTimeline
Transce3nd, LLC1,136$117K0.05%new13F-HRTimeline
BARRETT & COMPANY, INC.1,051$108K0.04%013F-HRTimeline
TD Capital Management LLC1,034$106K0.01%+1613F-HRTimeline
Legacy Bridge, LLC1,030$106K0.05%013F-HRTimeline
Retirement Wealth Solutions LLC1,028$106K0.08%+90313F-HRTimeline
GeoWealth Management, LLC1,014$104K<0.01%new13F-HRTimeline
Garde Capital, Inc.940$96.7K0.01%013F-HRTimeline
Kiker Wealth Management, LLC904$93K0.05%-20713F-HRTimeline
Cape Investment Advisory, Inc.904$93K0.03%+55013F-HRTimeline
Kings Path Partners LLC872$89.7K0.04%+11013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC822$84.7K0.03%new13F-HRTimeline
Clarity Asset Management, Inc.704$72.4K0.04%+1113F-HRTimeline
Parallel Advisors, LLC699$71.9K<0.01%+58413F-HRTimeline
NFSG Corp639$65.8K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC627$64.5K0.06%-88313F-HRTimeline
IMG Wealth Management, Inc.615$63.3K0.05%-12113F-HRTimeline
Bradley & Co. Private Wealth Management…520$53.5K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD515$53K0.03%013F-HRTimeline
WFA of San Diego, LLC500$51.5K0.04%13F-HRTimeline
Rossby Financial, LCC491$50.5K0.02%+3013F-HRTimeline
Medallion Wealth Advisors, LLC468$47.9K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…436$44.9K<0.01%+12313F-HRTimelineGroup
Signature Resources Capital Management,…428$44K0.03%+13313F-HRTimeline
Semmax Financial Advisors Inc.421$43.3K0.01%new13F-HRTimeline
Quaker Wealth Management, LLC420$43.2K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…384$39.5K<0.01%+213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors383$39.4K0.01%013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$33.9K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC328$33.8K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB301$31K<0.01%013F-HRTimeline
New Republic Capital, LLC270$27.8K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC267$27.5K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC265$27.3K0.02%-4013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC250$25.7K0.02%13F-HRTimeline
LGT Financial Advisors LLC249$25.6K0.07%new13F-HRTimeline
Covestor Ltd245$25K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton233$24K0.01%-1013F-HRTimeline
Sound Income Strategies, LLC225$23.1K<0.01%+11413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.217$22.3K<0.01%new13F-HRTimelineGroup
Keystone Financial Group, Inc.214$22.1K0.01%-3,15713F-HRTimeline
PrairieView Partners, LLC220$22K<0.01%+1813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI210$21.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC210$21.6K<0.01%+4513F-HRTimeline
Cornerstone Planning Group LLC209$21.6K<0.01%+14613F-HRTimeline
Clearstead Advisors, LLC200$20.6K<0.01%-4,85013F-HRTimeline
Smallwood Wealth Investment Management,…200$20.6K0.01%013F-HRTimeline
Boreal Capital Management LLC0$20.6K0.02%13F-HRTimelineAmount filed as zero, left out of ratios.
Sunbelt Securities, Inc.194$19.5K<0.01%+5313F-HRTimeline
Valeo Financial Advisors, LLC17,730$17.7K<0.01%new13F-HR/ATimeline
Larson Financial Group LLC171$17.6K<0.01%+313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …165$17K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.153$15.7K0.02%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC152$15.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.155$15K<0.01%+2513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC144$14.8K<0.01%+4913F-HRTimeline
Horrell Capital Management, Inc.140$14.4K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources136$14K<0.01%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\131$13.5K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC119$12.2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC121$12K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC100$10.3K0.01%013F-HRTimeline
Luminist Capital LLC100$10.2K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC98$10.1K<0.01%-113F-HRTimeline
HFM Investment Advisors, LLC97$10K<0.01%+1613F-HRTimeline
WealthCollab, LLC94$9.67K0.01%013F-HRTimeline
American Capital Advisory, LLC88$9.06K<0.01%-56413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC83$8.54K<0.01%013F-HRTimeline
Park Place Capital Corp83$8.5K<0.01%new13F-HRTimeline
NewSquare Capital LLC80$8.23K<0.01%013F-HRTimeline
Team Financial Group, LLC79$8.15K<0.01%new13F-HRTimeline
LRI Investments, LLC72$7.41K<0.01%new13F-HRTimeline
Briaud Financial Planning Inc72$7K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB62$6.38K<0.01%new13F-HRTimeline
Archer Investment Corp59$6.07K<0.01%013F-HRTimeline
Orion Capital Management LLC57$5.87K<0.01%013F-HRTimeline
FSA Wealth Management LLC48$4.94K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…48$4.94K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC41$4.18K<0.01%-95013F-HRTimeline
FAS Wealth Partners, Inc.40$4.12K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.40$4.09K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.37$3.85K<0.01%+1213F-HRTimeline
REDMONT WEALTH ADVISORS LLC37$3.81K0.01%013F-HRTimeline
Compass Financial Services Inc29$3.01K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC25$2.57K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP19$1.99K<0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC13$1.34K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10$1.01K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC8$824<0.01%013F-HR/ATimeline
Brooklyn Investment Group8$824<0.01%new13F-HR/ATimeline
Legacy Investment Solutions, LLC7$721<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7$721<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3$309<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC3$309<0.01%013F-HRTimeline
Darwin Wealth Management, LLC2$211<0.01%-3313F-HRTimeline
Asset Dedication, LLC2$206<0.01%new13F-HRTimeline
CURIO WEALTH, LLC2$206<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$103<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$102<0.01%-1013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Westside Investment Management, Inc.0$00%-73713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.