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Disclosery

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
BlackRock, Inc.in group BlackRock, Inc.24,941,823$2.51B0.05%+23,054,90013F-HRTimelineGroup
Betterment LLC4,050,462$407M0.97%+181,32213F-HRTimeline
FMR LLCin group FMR LLC3,308,805$333M0.02%+293,45713F-HRTimelineGroup
Modera Wealth Management, LLC1,894,273$191M2.3%+82,67813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,572,147$158M4.65%+59,19913F-HRTimeline
LPL Financial LLC1,538,970$155M0.06%+75,53113F-HRTimeline
3EDGE Asset Management, LP1,261,483$127M7.83%+770,01713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,212,308$122M0.01%+67,22613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,205,971$121M0.01%-19,96813F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding955,091$96.1M+124,541Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC835,918$84.1M0.71%+25,73113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC773,056$77.8M7.83%+44,92413F-HRTimeline
Destination Wealth Management722,543$72.7M2.27%+12,09813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO705,873$71M1.3%+251,60613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP678,343$68.2M<0.01%+4,96713F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP654,868$65.9M1.81%-303,93913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.651,553$65.5M1.58%-40,70613F-HRTimelineGroup
Modern Wealth Management, LLC637,869$64.2M2.4%-413,59513F-HR/ATimeline
Haverford Trust Co592,789$59.6M0.59%+12,32613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC578,648$58.2M0.16%+578,52213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding537,868$54.1M-103,058Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO528,778$53.2M<0.01%+16,33813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC525,644$52.9M0.01%-125,21613F-HRTimelineGroup
KEATING INVESTMENT COUNSELORS INC522,667$52.6M16.42%-2,22913F-HRTimeline
M. Kulyk & Associates, LLC520,673$52.4M11.34%+10,93613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC515,972$51.7M0.11%+33,56813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC466,400$46.9M0.07%+135,90013F-HRTimeline
Tortoise Investment Management, LLC462,653$46.5M4.91%-4,84113F-HR/ATimeline
Dynasty Wealth Management, LLC439,747$44.2M0.76%new13F-HRTimeline
Quotient Wealth Partners, LLC433,812$43.6M1.43%+12,44713F-HRTimeline
CENTRAL TRUST Co417,234$42M1.03%+41,67713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC402,021$40.4M0.01%13F-HR/ATimelineGroup
LVW Advisors, LLC380,738$38.3M4.69%+26,41313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN375,932$37.8M0.01%-33,93413F-HRTimelineGroup
SUMMITRY LLC375,137$37.7M1.85%-3,56913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC374,427$37.7M2.21%+13,64513F-HRTimeline
Cetera Investment Advisers371,884$37.4M0.08%+62413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC370,019$37.2M0.04%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…332,198$33.4M0.33%+158,81813F-HRTimelineGroup
Wilshire Advisors LLC304,072$30.6M11.17%+90,47013F-HRTimeline
SCS Capital Management LLC301,924$30.4M0.63%-4,54813F-HRTimeline
Integrated Wealth Concepts LLC295,264$29.7M0.35%+95,99413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/294,209$29.6M6.23%+30,15813F-HRTimeline
Abacus Planning Group, Inc.286,519$28.8M5.07%+23,53513F-HRTimeline
Austin Asset Management Co Inc277,397$27.9M5.55%+8,96813F-HRTimeline
Empowered Funds, LLC254,166$25.6M0.37%+23,75213F-HRTimeline
Kelman-Lazarov, Inc.252,997$25.5M4.58%+6,89813F-HRTimeline
Pure Financial Advisors, LLC252,400$25.4M0.58%-31,22813F-HRTimeline
ROCKLAND TRUST CO222,422$22.4M1.14%-82013F-HRTimeline
MAI Capital Management221,334$22.3M0.17%new13F-HRTimeline
ALTFEST L J & CO INC220,444$22.2M2.83%-3,27513F-HRTimeline
Greenline Partners, LLC215,989$21.7M3.04%-1,25913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS215,220$21.7M0.02%+214,11713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…214,112$21.5M0.04%-21,27413F-HR/ATimeline
Sensible Financial Planning & Managemen…211,444$21.3M4.41%+9,34513F-HRTimeline
Prime Capital Investment Advisors, LLC197,060$19.8M0.29%+17,37813F-HRTimeline
HighTower Advisors, LLC196,580$19.8M0.03%-44,21713F-HRTimeline
Empirical Financial Services, LLC d.b.a…196,070$19.7M0.54%+13,17913F-HRTimeline
Parkside Advisors LLC194,852$19.6M4.62%+6,96813F-HRTimeline
UBS Group AGin group UBS Group AG190,835$19.2M<0.01%-43,63513F-HRTimelineGroup
Northland Capital Management LLC190,128$19.1M14.18%+56,19913F-HRTimeline
Stordahl Capital Management, Inc.189,244$19M4.5%+11,47413F-HRTimeline
ProVise Management Group, LLC187,137$18.8M1.61%+1,69413F-HRTimeline
Creative Planningin group Creative Planning184,591$18.6M0.02%-25,71613F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC184,079$18.5M6.72%-19113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA183,168$18.4M<0.01%-23,47613F-HRTimelineGroup
Elm Partners Management LLC179,779$18.1M1.24%+74,95613F-HRTimeline
TOWNSQUARE CAPITAL LLC179,728$18.1M0.2%+74,26313F-HRTimeline
Portland Global Advisors LLC179,622$18.1M2.29%+14,19413F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC174,729$17.6M3.4%new13F-HRTimeline
Prime Buchholz LLC172,463$17.3M5.66%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…168,300$16.9M0.01%-12,26913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP169,602$16.8M0.03%-47513F-HRTimelineGroup
SoundView Advisors Inc.166,518$16.8M6.91%13F-HRTimeline
Talon Private Wealth, LLC161,868$16.3M3.4%-49,22813F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC160,136$16.1M0.36%+14,16913F-HRTimelineGroup
Cambridge Investment Research Advisors,…158,003$15.9M0.05%+14,58513F-HRTimeline
KWMG, LLC156,766$15.8M1.62%+40913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.154,361$15.5M0.03%-36,00313F-HR/ATimelineGroup
Trilogy Capital Inc.151,326$15.2M0.78%+11813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …145,902$14.7M3.35%+4,20813F-HRTimelineGroup
Family Firm, Inc.143,879$14.5M3.22%+2,27513F-HRTimeline
Stadion Money Management, LLC143,502$14.4M1.13%-4,55013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.142,194$14.3M2.31%+25,19013F-HRTimeline
Walker Financial Services, Inc.140,533$14.1M8.22%+39,77013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management139,656$14M0.2%-46,08313F-HRTimelineGroup
Amundiin group Amundi138,000$13.9M<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC132,496$13.3M0.11%+5,75213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/132,100$13.3M0.02%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC131,782$13.3M1.19%+1,47013F-HRTimeline
Valmark Advisers, Inc.131,210$13.2M0.2%+45,54613F-HRTimeline
Burt Wealth Advisors126,921$12.8M3.24%+5,98713F-HRTimeline
Beacon Pointe Advisors, LLC124,608$12.5M0.14%-8,10313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,841$12.3M0.01%-10,63113F-HRTimelineGroup
Municipal Employees' Retirement System …121,200$12.2M0.17%+77413F-HRTimeline
AJ Advisors, LLC120,573$12.1M6.29%+2,86413F-HRTimeline
American Money Management, LLC119,757$12M2.35%+8,22413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC116,405$11.7M0.02%+86313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.114,900$11.6M0.04%new13F-HRTimelineGroup
BIP Wealth, LLC113,529$11.4M0.76%+9,65513F-HRTimeline
Columbus Macro, LLC112,815$11.3M1.57%+47,61613F-HRTimeline
IFG Advisory, LLC108,523$10.9M0.62%+2,32413F-HRTimeline
New Capital Management LP106,170$10.7M3.12%-2,61113F-HRTimeline
Alesco Advisors, LLC, An ESL Co104,191$10.5M0.33%-1,37713F-HRTimeline
Holcombe Financial, Inc.102,986$10.4M8.53%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC100,779$10.1M0.37%+12,91013F-HRTimeline
COURIER CAPITAL LLC98,272$9.89M0.68%-27013F-HRTimeline
Orion Porfolio Solutions, LLC95,671$9.62M0.1%-87,66313F-HRTimeline
Orion Portfolio Solutions, LLC95,671$9.62M0.1%-87,66313F-HRTimeline
MML INVESTORS SERVICES, LLC86,746$8.73M0.03%-33,71713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.86,286$8.68M0.6%+10,92813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP84,931$8.54M0.01%-14,66613F-HRTimelineGroup
Ethos Financial Group, LLC81,690$8.22M1.07%-46,42713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.76,017$7.65M0.37%+18,08713F-HRTimeline
Park Edge Advisors, LLC75,641$7.61M2.21%-39,27513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC76,203$7.56M5.67%+77413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV71,625$7.21M4.21%+1,24213F-HRTimeline
Buck Wealth Strategies, LLC71,514$7.19M1.49%+24,43513F-HRTimeline
First Horizon Advisors, Inc.70,160$7.06M0.2%+4,08813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,145$6.96M<0.01%-64,41913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL66,173$6.66M0.02%+1,25513F-HRTimeline
First Trust Bank, Ltd.65,390$6.58M18.96%013F-HRTimeline
Bleakley Financial Group, LLC64,888$6.53M0.2%-2,59813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV63,591$6.4M0.02%-26,97913F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC61,449$6.18M2.3%+8,49813F-HRTimeline
Integris Wealth Management, LLC60,276$6.06M1.71%+2,06113F-HRTimeline
NorthCrest Asset Manangement, LLC60,139$6.05M0.18%+2,07013F-HR/ATimeline
Sugar Maple Asset Management, LLC60,014$6.04M4.59%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding59,555$5.99M-194,197Timeline
Lutz Financial Services LLC59,486$5.98M0.48%+5,39913F-HRTimeline
City State Bank58,973$5.93M2.09%+1,20013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.57,199$5.75M0.01%+1,24013F-HRTimelineGroup
Equita Financial Network, Inc.57,074$5.74M2.08%+3,50413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC56,025$5.64M2.68%-5013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…55,000$5.53M0.02%+13,50013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC54,134$5.45M0.7%-2,63213F-HRTimeline
Performance Wealth Partners, LLC54,081$5.44M0.17%+70213F-HRTimeline
Alhambra Investment Management LLC53,729$5.41M2.77%+8,72213F-HRTimeline
Trivant Custom Portfolio Group, LLC53,593$5.39M3.15%+1,40513F-HRTimeline
B. Riley Wealth Advisors, Inc.53,174$5.35M0.18%-1,55313F-HRTimeline
MACKENZIE FINANCIAL CORP53,000$5.33M0.01%+6,80013F-HR/ATimeline
Fischer Financial Services, Inc.52,970$5.33M1.68%13F-HRTimeline
Quadcap Wealth Management, LLC51,587$5.19M0.76%+23,81513F-HRTimeline
Ashton Thomas Private Wealth, LLC49,154$4.94M0.19%+37,02113F-HRTimeline
Dogwood Wealth Management LLC48,778$4.91M2.6%-97,46913F-HRTimeline
Perigon Wealth Management, LLC47,719$4.83M0.12%-10,30913F-HRTimeline
Cornerstone Financial Group, LLC /NE/47,234$4.75M4.68%13F-HRTimeline
Arcataur Capital Management LLC47,079$4.74M1.6%-31513F-HRTimeline
Altiora Financial Group, LLC46,398$4.67M1.02%+2013F-HRTimeline
Pinnacle Financial Partners Inc46,173$4.65M0.09%+9213F-HRTimeline
Atria Wealth Solutions, Inc.45,832$4.61M0.05%-4,50813F-HRTimeline
MGO ONE SEVEN LLC44,137$4.44M0.17%+17,07313F-HRTimeline
Summit Trail Advisors, LLC43,949$4.42M0.16%new13F-HRTimeline
Aptus Capital Advisors, LLC43,854$4.41M0.05%+5,18713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,444$4.27M<0.01%-1,18313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding41,551$4.18M+178Timeline
NewEdge Advisors, LLC41,398$4.16M0.03%+3,11513F-HRTimeline
FLOW TRADERS U.S. LLC40,615$4.09M0.16%-71513F-HRTimeline
CIBC WORLD MARKET INC.39,832$4.01M0.01%+82213F-HRTimeline
Friedenthal Financial39,730$4M2.34%+93913F-HRTimeline
Echo45 Advisors LLC39,353$3.96M2.6%-70,37913F-HRTimeline
Alliance Wealth Advisors, LLC /UT38,827$3.91M1.01%+26,60213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding38,807$3.9M+11,962Timeline
Cascade Financial Partners, LLC37,239$3.75M0.49%+2,40413F-HRTimeline
Slow Capital, Inc.35,398$3.56M0.5%+1,76913F-HRTimeline
Treynor Bancshares, Inc.35,166$3.54M3.73%+3,24713F-HRTimeline
CFS Investment Advisory Services, LLC34,767$3.5M0.31%+2,44613F-HRTimeline
Soltis Investment Advisors LLC34,247$3.45M0.32%-2,66913F-HRTimeline
Retireful, LLC33,981$3.42M1.92%-34113F-HRTimeline
EVOKE WEALTH, LLC33,763$3.4M0.09%+13,90413F-HRTimeline
Portside Wealth Group, LLC32,995$3.32M0.55%+16,74013F-HR/ATimeline
Physician Wealth Advisors, Inc.32,380$3.26M0.55%+2,78313F-HRTimeline
CHB Investment Group, LLC32,001$3.22M1.75%+1,36913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31,807$3.2M0.23%+3,92613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …32,538$3.19M0.41%+2,09013F-HRTimelineGroup
Passive Capital Management, LLC.31,447$3.16M1.11%013F-HRTimeline
Mutual Advisors, LLC30,925$3.13M0.09%-1,76813F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE30,881$3.11M0.92%-1,45313F-HRTimeline
Copia Wealth Management30,562$3.07M2.93%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,558$3.07M0.09%+11513F-HRTimelineGroup
CHESAPEAKE CAPITAL CORP /IL/30,162$3.03M3.08%-13713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC30,162$3.03M0.02%-13713F-HRTimelineGroup
CHOREO, LLC29,635$2.98M0.04%-19013F-HRTimeline
Madden Advisory Services, Inc.29,394$2.96M1.37%+17313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.28,552$2.87M0.34%+1,95213F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC28,492$2.87M2.55%13F-HRTimeline
Lake Hills Wealth Management, LLC28,437$2.86M1.95%-4,07213F-HRTimeline
Belpointe Asset Management LLC28,304$2.84M0.17%+5,18413F-HRTimeline
Algorithmic Investment Models, LLC27,837$2.8M2.16%new13F-HRTimeline
Stone Summit Wealth LLC26,920$2.71M0.91%+3,06513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC26,609$2.68M0.02%+14,30513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED26,290$2.64M0.25%-151,20713F-HRTimeline
Fortis Advisors, LLC25,017$2.52M1.65%+15113F-HRTimeline
CWM, LLCin group CWM, LLC24,945$2.51M0.01%+6,93313F-HRTimelineGroup
Breakwater Capital Group24,905$2.51M0.5%+49813F-HRTimeline
Forefront Analytics, LLC24,897$2.5M1.16%+8,50813F-HRTimeline
Heck Capital Advisors, LLC24,767$2.49M0.29%+5313F-HR/ATimeline
Alpha Omega Wealth Management LLC24,741$2.49M0.47%-3913F-HRTimeline
Maltin Wealth Management, Inc.24,716$2.49M1.22%+2,16113F-HRTimeline
Peak Financial Management, Inc.24,412$2.46M0.74%+39913F-HRTimeline