Skip to content
Disclosery

STIP ISHARES TR

Follow

SHS (fund)

754 managers (766 13F filers) reported a position in STIP shares at 2026-03-31, 116,213,330 shares in all. 83 filers opened a position and 76 filers sold out during the quarter.

Managers
754
13F filers
766
New
83
Added
333
Reduced
241
Sold out
76
Shares held by filers
116,213,330

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Eddie Patel Inc2,370$245K0.19%new13F-HRTimeline
Venturi Wealth Management, LLC2,314$239K0.01%+35413F-HRTimeline
Beaird Harris Wealth Management, LLC2,275$235K0.02%-113F-HRTimeline
Brindle & Bay Financial Advisors, LLC2,244$232K0.14%-2,35213F-HRTimeline
Penobscot Investment Management Company…2,243$232K0.02%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,243$232K0.02%013F-HRTimeline
Evanson Asset Management, LLC2,241$232K0.01%013F-HRTimeline
NORDEN GROUP LLC2,233$231K0.02%-4,35313F-HRTimeline
AlphaCore Capital LLC2,177$225K0.01%-2013F-HRTimeline
Fiduciary Alliance LLC2,160$224K0.01%new13F-HRTimeline
Advyzon Investment Management, LLC2,146$222K0.02%-1,38113F-HRTimeline
First Command Advisory Services, Inc.2,144$222K<0.01%+5613F-HRTimeline
Ergawealth Advisors, Inc.2,143$222K0.1%-2013F-HRTimeline
Ted Buchan & Co2,129$220K0.08%-3,24613F-HRTimeline
Tanager Wealth Management LLP2,118$219K0.02%new13F-HRTimeline
Evelyn Partners Investment Management (…2,105$218K0.07%+49413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,098$217K0.03%-4,19613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,085$216K0.01%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC2,078$215K0.01%013F-HRTimeline
Prairiewood Capital, LLC2,075$215K0.06%-75313F-HRTimeline
Acorns Advisers, LLC2,067$214K<0.01%-3113F-HRTimeline
Aprio Wealth Management, LLC2,060$213K0.01%013F-HRTimeline
Selby Wealth Management, LLC2,059$213K0.08%013F-HRTimeline
Symmetry Partners, LLC2,032$210K0.01%013F-HRTimeline
Donalies Financial Planning, LLC2,019$209K0.18%+1913F-HRTimeline
Archer Investment Corp2,010$208K0.04%+13513F-HRTimeline
Sterneck Capital Management, LLC2,000$207K0.09%013F-HRTimeline
WBH ADVISORY INC2,000$206K0.02%013F-HRTimeline
Continuum Advisory, LLC1,953$202K0.02%-5513F-HRTimeline
WEDBUSH SECURITIES INC1,955$202K0.01%013F-HRTimeline
Pine Harbor Wealth Management, LLC1,942$201K0.06%new13F-HRTimeline
JPL Wealth Management, LLC1,876$194K0.04%new13F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC1,815$188K0.07%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,632$169K0.11%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,615$167K0.01%013F-HRTimeline
MATHER GROUP, LLC.1,487$154K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,438$149K<0.01%+9413F-HR/ATimeline
Medallion Wealth Advisors, LLC1,326$137K0.04%+53813F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,312$136K<0.01%+7213F-HRTimelineGroup
Stelac Advisory Services LLC1,259$130K0.03%new13F-HRTimeline
Stone House Investment Management, LLC1,147$119K0.02%-1513F-HRTimeline
Horizons Wealth Management1,069$111K0.07%-1913F-HRTimeline
CoreCap Advisors, LLC1,067$110K<0.01%+613F-HRTimeline
EFG International AGin group EFG International AG1,067$110K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC1,059$110K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,051$109K0.04%013F-HRTimeline
Legacy Bridge, LLC1,030$107K0.04%013F-HRTimeline
Triumph Capital Management1,001$104K0.02%-3313F-HRTimeline
Adalta Capital Management LLC1,000$103K0.05%-3,06013F-HRTimeline
MOTCO962$99.5K0.01%013F-HRTimeline
Kings Path Partners LLC959$99.2K0.03%+6713F-HR/ATimeline
Signature Resources Capital Management,…941$97.3K0.05%+28313F-HRTimeline
Founders Financial Alliance, LLC904$93.5K0.02%+86213F-HRTimeline
WFA of San Diego, LLC870$90K0.07%+22513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC857$88.7K0.01%-14713F-HRTimeline
Vision Retirement, LLC830$85.8K0.02%-54013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management806$83.4K<0.01%-50413F-HRTimelineGroup
Rossby Financial, LCC777$80.1K0.02%+4913F-HRTimeline
Addison Advisors LLC770$79.6K0.02%new13F-HRTimeline
Arax Advisory Partners711$73.6K<0.01%-1,55013F-HRTimeline
Cornerstone Planning Group LLC685$70.8K0.01%+5413F-HRTimeline
TD Waterhouse Canada Inc.666$68.4K<0.01%new13F-HRTimeline
NFSG Corp639$66.1K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB568$58.7K<0.01%+22513F-HRTimeline
Gen-Wealth Partners Inc548$56.7K0.02%-3013F-HRTimeline
IMG Wealth Management, Inc.543$56.2K0.04%013F-HRTimeline
Bradley & Co. Private Wealth Management…520$53.8K0.03%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD515$53.3K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC443$45.8K0.04%013F-HRTimeline
Clearstead Advisors, LLC442$45.7K<0.01%+24213F-HRTimeline
Birchwood Financial Partners, Inc.411$42.5K0.04%013F-HRTimeline
Scarborough Advisors, LLC404$41.8K<0.01%-99013F-HRTimeline
Torren Management, LLC403$41.7K0.02%013F-HRTimeline
BLUELINE ADVISORS LLC402$41.6K0.03%-82013F-HRTimeline
Avalon Trust Co400$41.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.395$40.9K<0.01%+26513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…339$35K<0.01%+2613F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.338$35K0.02%013F-HRTimeline
Golden State Wealth Management, LLC333$34.4K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH329$34K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC300$31K0.01%-43413F-HRTimeline
Covestor Ltd298$31K0.02%+3413F-HRTimeline
Capital Investment Advisory Services, L…299$30.9K<0.01%-10213F-HRTimeline
Caldwell Trust Co283$29.3K<0.01%013F-HRTimeline
Rossmore Private Capital250$25.9K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC250$25.9K0.02%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI210$21.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\205$21.2K<0.01%-2,58813F-HRTimelineGroup
Smallwood Wealth Investment Management,…200$20.7K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC18,316$18.3K<0.01%+58613F-HRTimeline
Hickory Point Bank & Trust176$18.2K0.01%new13F-HRTimeline
Larson Financial Group LLC175$18.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC166$17.2K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …165$17.1K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC164$17K0.01%new13F-HRTimeline
Strategic Advocates LLC158$16.3K0.07%013F-HRTimeline
Root Financial Partners, LLC154$15.9K<0.01%+913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC152$15.7K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$15.5K<0.01%-58513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors143$14.8K<0.01%-9013F-HRTimelineGroup
Horrell Capital Management, Inc.140$14.5K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources136$14.1K<0.01%013F-HRTimelineGroup
TSFG, LLC140$14K<0.01%013F-HRTimeline
Strive Financial Group ,LLC135$14K0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC125$12.9K0.01%013F-HRTimeline
HFM Investment Advisors, LLC124$12.9K<0.01%+1413F-HRTimeline
Sound Income Strategies, LLC124$12.8K<0.01%+213F-HRTimeline
Sunbelt Securities, Inc.118$12.2K<0.01%-2313F-HRTimeline
Raleigh Capital Management Inc.108$11.2K<0.01%+7713F-HRTimeline
Destiny Wealth Partners, LLC106$11K<0.01%new13F-HRTimeline
Key Financial Inc103$10.7K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC100$10.3K<0.01%new13F-HRTimeline
WealthCollab, LLC94$9.72K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC85$8.79K<0.01%new13F-HRTimeline
Team Financial Group, LLC81$8.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…79$8.15K<0.01%-3213F-HRTimeline
Merkkuri Wealth Advisors LLC76$7.88K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC76$7.86K<0.01%-2913F-HRTimeline
LRI Investments, LLC72$7.45K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co64$6.62K<0.01%new13F-HRTimeline
ESL Trust Services, LLC52$5.38K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…48$4.96K<0.01%013F-HRTimeline
Orion Capital Management LLC47$4.86K<0.01%-1013F-HRTimeline
FAS Wealth Partners, Inc.40$4.14K<0.01%-3513F-HRTimeline
Nemes Rush Group LLC40$4.14K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC38$3.93K<0.01%-713F-HRTimeline
GW&K Investment Management, LLC31$3K<0.01%new13F-HRTimeline
Blue Trust, Inc.27$2.79K<0.01%-5613F-HRTimeline
Abound Wealth Management27$2.79K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC20$2.07K<0.01%new13F-HRTimelineGroup
Westfuller Advisors, LLC20$2.06K<0.01%-6013F-HRTimeline
JFS WEALTH ADVISORS, LLC16$1.66K<0.01%new13F-HRTimeline
SHP Wealth Management15$1.55K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.15$1.55K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC13$1.34K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11$1.23K<0.01%-113F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp11$1.07K<0.01%-913F-HR/ATimeline
Hanson & Doremus Investment Management12$1K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC9$931<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8$828<0.01%new13F-HR/ATimeline
Center for Financial Planning, Inc.8$828<0.01%new13F-HRTimeline
SIGNATUREFD, LLC8$818<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC5$518<0.01%013F-HRTimeline
Financial Life Planners4$434<0.01%new13F-HRTimeline
Register Financial Advisors LLC4$414<0.01%013F-HRTimeline
Fortis Group Advisors, LLC3$310<0.01%013F-HRTimeline
Darwin Wealth Management, LLC2$212<0.01%013F-HRTimeline
Asset Dedication, LLC2$207<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$207<0.01%-213F-HRTimelineGroup
Longview Financial Advisors LLC1$104<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$103<0.01%013F-HRTimeline
Dunhill Financial, LLC1$103<0.01%new13F-HRTimeline
Atomic Invest LLC1$63<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC0$36<0.01%-9813F-HRTimelineAmount filed as zero, left out of ratios.