Skip to content
Disclosery

STIP ISHARES TR

Follow

SHS (fund)

756 managers (769 13F filers) reported a position in STIP shares at 2025-09-30, 101,556,257 shares in all. 66 filers opened a position and 51 filers sold out during the quarter.

Managers
756
13F filers
769
New
66
Added
396
Reduced
206
Sold out
51
Shares held by filers
101,556,257

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
DEBUSSY CAPITAL MANAGEMENT LP2,562$265K0.04%-21013F-HRTimeline
AdvisorNet Financial, Inc2,526$261K0.01%+26713F-HRTimeline
CWA Asset Management Group, LLC2,523$261K0.01%-313F-HRTimeline
Liberty Capital Management, Inc.2,519$260K0.05%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,514$260K0.04%new13F-HRTimeline
Accurate Wealth Management, LLC2,481$257K0.03%+5213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,474$256K0.01%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,459$254K0.02%new13F-HRTimeline
New England Private Wealth Advisors LLC2,422$250K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC2,420$250K0.04%new13F-HRTimeline
Blankinship & Foster, LLC2,415$250K0.05%+2113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,399$248K<0.01%013F-HRTimelineGroup
Davis Wealth Advisors, LLC2,347$243K0.22%+37613F-HRTimeline
Maridea Wealth Management LLC2,332$241K0.04%+20413F-HRTimeline
Aspire Private Capital, LLC2,332$241K0.05%+7413F-HR/ATimeline
Brookwood Investment Group LLC2,321$240K0.03%new13F-HRTimeline
Continuum Advisory, LLC2,291$237K0.03%-2,56613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,270$235K0.08%013F-HR/ATimeline
HBW ADVISORY SERVICES LLC2,256$233K0.03%-13,73513F-HRTimeline
ShoreHaven Wealth Partners, LLC2,245$232K0.09%+5313F-HRTimeline
Penobscot Investment Management Company…2,243$232K0.02%-1613F-HRTimeline
Evanson Asset Management, LLC2,241$232K0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.2,225$230K0.01%new13F-HRTimeline
Strategic Wealth Investment Group, LLC2,215$229K0.02%new13F-HRTimeline
Wingate Wealth Advisors, Inc.2,205$228K0.16%-8513F-HRTimeline
Kovack Advisors, Inc.2,184$226K0.02%+613F-HRTimeline
Ergawealth Advisors, Inc.2,163$224K0.1%new13F-HRTimeline
AlphaCore Capital LLC2,151$222K0.01%+2313F-HRTimeline
First Bank & Trust2,144$222K0.04%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC2,137$221K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,103$217K<0.01%new13F-HRTimelineGroup
Redwood Financial Network Corp2,091$216K0.14%-12413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,085$216K0.11%-6,21713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,085$216K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,074$214K0.01%-87713F-HRTimelineGroup
Certus Wealth Management, LLC2,062$213K0.13%new13F-HRTimeline
Aprio Wealth Management, LLC2,060$213K0.02%013F-HRTimeline
MONECO ADVISORS, LLC2,049$212K0.02%new13F-HRTimeline
Symmetry Partners, LLC2,032$210K0.02%013F-HRTimeline
Grant Street Asset Management, Inc.2,024$209K0.04%new13F-HRTimeline
TSA Wealth Managment LLC2,005$207K0.07%-413F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,000$207K0.14%new13F-HRTimeline
WBH ADVISORY INC2,000$207K0.02%013F-HRTimeline
Sterneck Capital Management, LLC2,000$207K0.1%013F-HRTimeline
Ted Buchan & Co1,961$203K0.08%-3,62913F-HRTimeline
Inlight Wealth Management, LLC1,917$198K0.09%+44313F-HRTimeline
GeoWealth Management, LLC1,912$198K0.01%+89813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,611$167K0.11%+1713F-HRTimeline
CoreCap Advisors, LLC1,461$151K0.01%+27813F-HRTimeline
Stelac Advisory Services LLC1,454$150K0.05%new13F-HRTimeline
Horizons Wealth Management1,276$132K0.09%013F-HRTimeline
Evelyn Partners Investment Management (…1,241$128K0.04%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,240$128K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.1,236$128K0.13%+33213F-HRTimeline
Smartleaf Asset Management LLC1,138$118K0.01%-18913F-HRTimeline
BARRETT & COMPANY, INC.1,051$109K0.04%013F-HRTimeline
TD Capital Management LLC1,045$108K0.01%+1113F-HRTimeline
Legacy Bridge, LLC1,030$106K0.04%013F-HRTimeline
Retirement Wealth Solutions LLC1,028$106K0.07%013F-HRTimeline
LGT Financial Advisors LLC999$103K0.22%+75013F-HRTimeline
MOTCO962$99.4K0.01%new13F-HRTimeline
Kings Path Partners LLC872$90.1K0.03%013F-HRTimeline
WINNACLE WEALTH LLC856$89K0.07%new13F-HRTimeline
Parallel Advisors, LLC811$83.9K<0.01%+11213F-HRTimeline
Founders Financial Alliance, LLC792$81.8K0.02%+75113F-HRTimeline
NFSG Corp639$66K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC627$64.8K0.06%013F-HRTimeline
MATHER GROUP, LLC.618$63.9K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.615$63.6K0.04%013F-HRTimeline
Signature Resources Capital Management,…592$61.2K0.03%+16413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…548$56.6K<0.01%+53813F-HRTimelineGroup
Bradley & Co. Private Wealth Management…520$53.7K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD515$53.2K0.03%013F-HRTimeline
Sound Income Strategies, LLC516$53.2K<0.01%+29113F-HRTimeline
Rossby Financial, LCC470$48.5K0.02%-2113F-HRTimeline
Medallion Wealth Advisors, LLC468$48.4K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp465$48.1K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.460$47.5K0.02%-23,18413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…444$45.9K<0.01%+813F-HRTimelineGroup
WFA of San Diego, LLC430$44.4K0.03%-7013F-HRTimeline
Rice Partnership, LLC402$41.6K0.01%new13F-HRTimeline
Avalon Trust Co400$41.3K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…398$41.1K<0.01%+1413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors383$39.6K0.01%013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$34K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC328$33.9K0.01%013F-HRTimeline
TRUST CO OF VERMONT306$31.6K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC291$30.1K0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC290$30K0.02%+4013F-HRTimeline
New Republic Capital, LLC289$29.9K0.01%+1913F-HRTimeline
Wilmington Savings Fund Society, FSB279$28.8K<0.01%-2213F-HR/ATimeline
HHM Wealth Advisors, LLC267$27.6K<0.01%013F-HRTimeline
Covestor Ltd259$27K0.01%+1413F-HRTimeline
Rossmore Private Capital250$25.8K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton233$24.1K0.01%013F-HRTimeline
AllSquare Wealth Management LLC225$23.3K0.01%-4013F-HRTimeline
GPS Wealth Strategies Group, LLC212$21.9K<0.01%+213F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI210$21.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC200$20.7K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…200$20.7K0.01%013F-HRTimeline
Boreal Capital Management LLC0$20.7K0.02%013F-HRTimelineAmount filed as zero, left out of ratios.
Valeo Financial Advisors, LLC17,737$18.5K<0.01%+713F-HRTimeline
Larson Financial Group LLC172$17.8K<0.01%+113F-HRTimeline
Root Financial Partners, LLC170$17.6K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC166$17.2K<0.01%+8313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …165$17.1K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC158$16.3K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.155$16K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC152$15.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.141$14.6K<0.01%-5313F-HRTimeline
Horrell Capital Management, Inc.140$14.5K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources136$14.1K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\131$13.5K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC119$12.3K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.117$12.1K0.01%-3613F-HRTimeline
Key Financial Inc103$10.6K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC100$10.3K<0.01%013F-HRTimeline
Luminist Capital LLC100$10.3K0.01%013F-HRTimeline
Mascoma Wealth Management LLC98$10.2K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC95$9.79K<0.01%-213F-HRTimeline
WealthCollab, LLC94$9.72K<0.01%013F-HRTimeline
American Capital Advisory, LLC88$9.1K<0.01%013F-HRTimeline
Park Place Capital Corp83$8.58K<0.01%013F-HRTimeline
Team Financial Group, LLC80$8.28K<0.01%+113F-HRTimeline
Westfuller Advisors, LLC79$8.12K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC75$7.75K<0.01%+7313F-HRTimeline
LRI Investments, LLC72$7.44K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC69$7.12K<0.01%new13F-HRTimeline
Bangor Savings Bank62$6.41K<0.01%new13F-HRTimeline
Orion Capital Management LLC57$5.89K<0.01%013F-HRTimeline
FSA Wealth Management LLC48$4.96K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…48$4.96K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC41$4.24K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.40$4.13K<0.01%013F-HRTimeline
Imprint Wealth LLC38$3.93K0.01%13F-HRTimeline
REDMONT WEALTH ADVISORS LLC37$3.82K0.01%013F-HRTimeline
Compass Financial Services Inc30$3.06K<0.01%+113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.26$2.69K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC25$2.58K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Raleigh Capital Management Inc.13$1.36K<0.01%-2413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC13$1.34K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp10$1.05K<0.01%13F-HR/ATimeline
Cloud Capital Management, LLC16$1K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8$827<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7$724<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC6$638<0.01%new13F-HRTimeline
Activest Wealth Management6$620<0.01%new13F-HRTimeline
Financial Life Planners4$428<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3$310<0.01%-19,13013F-HRTimelineGroup
Fortis Group Advisors, LLC3$310<0.01%013F-HRTimeline
Quent Capital, LLC3$310<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC2$211<0.01%013F-HRTimeline
Asset Dedication, LLC2$207<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$103<0.01%013F-HRTimeline
Guerra Advisors Inc1$103<0.01%new13F-HRTimeline
Avion Wealth3$00%new13F-HRTimelineValue filed as zero, left out of ratios.