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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
BlackRock, Inc.in group BlackRock, Inc.28,353,081$2.93B0.06%+3,411,25813F-HRTimelineGroup
Betterment LLC3,822,211$395M0.94%-228,25113F-HRTimeline
FMR LLCin group FMR LLC3,168,302$328M0.02%-140,50313F-HRTimelineGroup
Modera Wealth Management, LLC1,957,487$203M2.74%+63,21413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,777,451$184M5.49%+205,30413F-HRTimeline
LPL Financial LLC1,604,696$166M0.06%+65,72613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,358,208$141M0.01%+145,90013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,150,642$119M0.01%+621,86413F-HRTimelineGroup
3EDGE Asset Management, LP1,093,437$113M7.69%-168,04613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP994,985$103M1.74%+340,11713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding981,662$102M+26,571Timeline
Dynasty Wealth Management, LLC946,182$97.9M1.63%+506,43513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/943,889$97.7M0.01%-262,08213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC921,891$95.4M0.77%+85,97313F-HRTimeline
Quotient Wealth Partners, LLC904,284$93.6M2.99%+470,47213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC902,300$93.4M0.14%+435,90013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC855,388$88.5M0.24%+276,74013F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC775,136$80.2M8.13%+2,08013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding753,151$77.9M+215,283Timeline
Destination Wealth Management741,426$76.7M2.42%+18,88313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO740,606$76.6M1.44%+34,73313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP638,882$66.1M<0.01%-39,46113F-HRTimelineGroup
Modern Wealth Management, LLC622,991$64.5M2.06%-14,87813F-HR/ATimeline
Haverford Trust Co610,484$63.2M0.64%+17,69513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC585,501$60.6M0.02%+59,85713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.579,377$59.9M1.57%-72,17613F-HRTimelineGroup
Elm Partners Management LLC556,718$57.6M2.97%+376,93913F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC542,458$55.9M0.11%+26,48613F-HRTimelineGroup
MARTIN & CO INC /TN/537,540$55.6M10.74%new13F-HRTimeline
KEATING INVESTMENT COUNSELORS INC504,998$52.3M15.76%-17,66913F-HRTimeline
SCS Capital Management LLC495,768$51.3M0.65%+193,84413F-HR/ATimeline
Tortoise Investment Management, LLC492,944$51M5.31%+30,29113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC488,546$50.5M0.02%+86,52513F-HRTimelineGroup
M. Kulyk & Associates, LLC482,893$50M11.43%-37,78013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC434,451$45M0.05%+64,43213F-HRTimeline
CENTRAL TRUST Co430,063$44.5M1.09%+12,82913F-HRTimeline
LVW Advisors, LLC398,597$41.2M4.97%+17,85913F-HRTimeline
Cetera Investment Advisers390,586$40.4M0.08%+18,70213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC380,458$39.4M2.41%+6,03113F-HRTimeline
SUMMITRY LLC371,070$38.4M1.94%-4,06713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN368,227$38.1M0.01%-7,70513F-HRTimelineGroup
Integrated Wealth Concepts LLC337,481$34.9M0.41%+42,21713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/312,662$32.4M6.67%+18,45313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…310,126$32.1M0.33%-22,07213F-HRTimelineGroup
World Investment Advisors308,537$31.9M0.83%new13F-HRTimeline
Abacus Planning Group, Inc.303,160$31.4M5.49%+16,64113F-HRTimeline
Austin Asset Management Co Inc272,255$28.2M5.87%-5,14213F-HRTimeline
Kelman-Lazarov, Inc.263,406$27.3M4.95%+10,40913F-HRTimeline
Empowered Funds, LLC259,050$26.8M0.38%+4,88413F-HRTimeline
Prime Capital Investment Advisors, LLC254,315$26.3M0.31%+57,25513F-HRTimeline
Pure Financial Advisors, LLC242,653$25.1M0.53%-9,74713F-HRTimeline
ROCKLAND TRUST CO234,849$24.3M1.22%+12,42713F-HRTimeline
JSF Financial, LLC231,040$23.9M6.31%new13F-HRTimeline
MAI Capital Management229,708$23.8M0.18%+8,37413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…226,878$23.5M0.04%+12,76613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA223,220$23.1M0.01%+40,05213F-HR/ATimelineGroup
Thrive Capital Management, LLC455,294$23M13.77%new13F-HRTimeline
Baker Avenue Asset Management, LP221,210$22.9M0.72%new13F-HRTimeline
Sensible Financial Planning & Managemen…216,913$22.4M4.48%+5,46913F-HRTimeline
EVOKE WEALTH, LLC208,130$21.5M0.56%+174,36713F-HRTimeline
UBS Group AGin group UBS Group AG207,018$21.4M<0.01%+16,18313F-HRTimelineGroup
ProVise Management Group, LLC203,370$21M1.79%+16,23313F-HRTimeline
HighTower Advisors, LLC203,272$21M0.03%+6,69213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding197,387$20.4MnewTimeline
Prime Buchholz LLC197,045$20.4M7.12%+24,58213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC195,518$20.2M0.04%new13F-HR/ATimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.195,425$20.2M0.09%+80,52513F-HRTimelineGroup
Parkside Advisors LLC194,417$20.1M4.84%-43513F-HRTimeline
Stordahl Capital Management, Inc.191,471$19.8M4.7%+2,22713F-HRTimeline
Empirical Financial Services, LLC d.b.a…190,663$19.7M0.51%-5,40713F-HRTimeline
TOWNSQUARE CAPITAL LLC185,852$19.2M0.2%+6,12413F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC183,940$19M6.97%-13913F-HRTimeline
Portland Global Advisors LLC182,440$18.9M2.38%+2,81813F-HRTimeline
Parcion Private Wealth LLC182,122$18.8M1.54%new13F-HRTimeline
Creative Planningin group Creative Planning181,608$18.8M0.02%-2,98313F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC181,317$18.8M3.83%+6,58813F-HRTimeline
SoundView Advisors Inc.170,225$17.6M7.27%+3,70713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC166,056$17.2M0.38%+5,92013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…165,323$17.1M0.01%-2,97713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP161,485$16.7M0.03%-8,11713F-HRTimelineGroup
KWMG, LLC159,846$16.5M1.68%+3,08013F-HRTimeline
Walker Financial Services, Inc.156,640$16.2M8.49%+16,10713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.157,354$16.1M2.79%+15,16013F-HR/ATimeline
Cambridge Investment Research Advisors,…153,142$15.8M0.05%-4,86113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …152,982$15.8M3.45%13F-HRTimelineGroup
Talon Private Wealth, LLC149,344$15.4M2.06%-12,52413F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…147,100$15.2M0.13%new13F-HRTimelineGroup
Family Firm, Inc.146,868$15.2M3.39%+2,98913F-HRTimeline
Amundiin group Amundi138,000$14.3M0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…136,055$14.1M0.01%+93,61113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC135,711$14M0.02%+19,30613F-HRTimeline
Stadion Money Management, LLC133,902$13.9M1.38%-9,60013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC133,256$13.8M0.13%+76013F-HRTimelineGroup
Burt Wealth Advisors132,649$13.7M3.44%+5,72813F-HRTimeline
Galvin, Gaustad & Stein, LLC132,295$13.7M1.22%+51313F-HRTimeline
Valmark Advisers, Inc.132,219$13.7M0.21%+1,00913F-HRTimeline
Mutual Advisors, LLC131,492$13.6M0.39%+100,56713F-HRTimeline
American Money Management, LLC124,657$12.9M2.45%+4,90013F-HRTimeline
AJ Advisors, LLC122,550$12.7M6.49%+1,97713F-HRTimeline
First National Trust Co122,461$12.7M0.51%+118,96113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP121,582$12.6M0.01%-25913F-HRTimelineGroup
Municipal Employees' Retirement System …121,200$12.5M0.16%013F-HRTimeline
Greenline Partners, LLC118,892$12.3M1.92%-97,09713F-HRTimeline
BIP Wealth, LLC118,848$12.3M0.8%+5,31913F-HRTimeline
MML INVESTORS SERVICES, LLC117,713$12.2M0.04%+30,96713F-HRTimeline
Beacon Pointe Advisors, LLC114,734$11.9M0.13%-9,87413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC112,994$11.7M0.43%+12,21513F-HRTimeline
Columbus Macro, LLC112,886$11.7M1.54%+7113F-HRTimeline
IFG Advisory, LLC109,998$11.4M0.63%+1,47513F-HRTimeline
Holcombe Financial, Inc.104,428$10.8M8.97%+1,44213F-HRTimeline
Northland Capital Management LLC103,542$10.7M7.25%-86,58613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.101,673$10.5M0.76%+15,38713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co101,179$10.5M0.33%-3,01213F-HRTimeline
NewEdge Advisors, LLC100,698$10.4M0.06%+59,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,380$10.3M0.02%-54,98113F-HRTimelineGroup
Orion Porfolio Solutions, LLC99,191$10.3M0.1%+3,52013F-HRTimeline
Orion Portfolio Solutions, LLC99,191$10.3M0.1%+3,52013F-HR/ATimeline
COURIER CAPITAL LLC97,846$10.1M0.66%-42613F-HRTimeline
MCMORGAN & CO LLC92,085$9.53M1.52%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management91,594$9.48M0.14%-48,06213F-HRTimelineGroup
Estate Counselors, LLC87,915$9.1M0.94%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP87,733$9.08M0.01%+2,80213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.87,642$9.07M0.45%+11,62513F-HRTimeline
Ethos Financial Group, LLC81,943$8.24M0.79%+25313F-HRTimeline
Summit Trail Advisors, LLC79,644$8.24M0.27%+35,69513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC79,332$8.21M5.81%+3,12913F-HRTimeline
Park Edge Advisors, LLC78,908$8.16M2.27%+3,26713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…78,232$8.09M0.02%+57,26813F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV75,328$7.79M4.39%+3,70313F-HRTimeline
Pinnacle Financial Partners Inc74,719$7.73M0.16%+28,54613F-HRTimeline
First Horizon Advisors, Inc.72,192$7.47M0.21%+2,03213F-HRTimeline
Aptus Capital Advisors, LLC71,503$7.4M0.08%+27,64913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV70,777$7.32M0.02%+7,18613F-HRTimeline
BLAIR WILLIAM & CO/IL66,045$6.83M0.02%-12813F-HRTimeline
Bleakley Financial Group, LLC65,682$6.8M0.22%+79413F-HRTimeline
Lutz Financial Services LLC65,429$6.77M0.55%+5,94313F-HRTimeline
First Trust Bank, Ltd.65,390$6.77M24.84%013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC65,044$6.73M2.47%+3,59513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT64,825$6.71M2.82%new13F-HRTimeline
Sugar Maple Asset Management, LLC64,779$6.7M5.28%+4,76513F-HRTimeline
City State Bank64,743$6.7M2.21%+5,77013F-HRTimeline
Integris Wealth Management, LLC63,053$6.52M1.86%+2,77713F-HRTimeline
Equita Financial Network, Inc.61,637$6.38M2.23%+4,56313F-HRTimeline
Quadcap Wealth Management, LLC61,618$6.38M0.92%+10,03113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.61,593$6.37M0.01%+4,39413F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC60,772$6.29M3.62%+7,17913F-HRTimeline
Spartan Planning & Wealth Management59,303$6.14M5.95%new13F-HRTimeline
Henderson Brothers Financial Partners, …57,600$5.9M2.95%13F-HRTimeline
B. Riley Wealth Advisors, Inc.56,554$5.85M0.18%+3,38013F-HRTimeline
Fischer Financial Services, Inc.56,425$5.84M1.88%+3,45513F-HRTimeline
Cascade Financial Partners, LLC55,241$5.72M0.72%+18,00213F-HRTimeline
Atria Wealth Solutions, Inc.54,396$5.63M0.07%+8,56413F-HRTimeline
Performance Wealth Partners, LLC54,019$5.59M0.2%-6213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…53,500$5.53M0.02%-1,50013F-HRTimelineGroup
Alhambra Investment Management LLC52,678$5.45M2.81%-1,05113F-HRTimeline
NorthCrest Asset Manangement, LLC52,129$5.39M0.16%-8,01013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC50,421$5.22M0.7%-3,71313F-HRTimeline
New Capital Management LP49,026$5.07M1.46%-57,14413F-HRTimeline
MGO ONE SEVEN LLC48,875$5.06M0.2%+4,73813F-HRTimeline
Straight Path Wealth Management48,695$5.04M2.04%new13F-HRTimeline
Kure Advisory, LLC48,544$5.02M3.79%13F-HRTimeline
Altiora Financial Group, LLC48,373$5.01M1.06%+1,97513F-HRTimeline
Ashton Thomas Private Wealth, LLC47,813$4.95M0.19%-1,34113F-HRTimeline
Farther Finance Advisors, LLC47,885$4.92M0.13%+45,03613F-HRTimeline
MACKENZIE FINANCIAL CORP47,300$4.89M0.01%-5,70013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,257$4.89M<0.01%-21,88813F-HR/ATimelineGroup
Hillcrest Wealth Advisors - NY, LLC47,225$4.89M2.42%-8,80013F-HRTimeline
Cornerstone Financial Group, LLC /NE/47,559$4.86M4.37%+32513F-HRTimeline
Perigon Wealth Management, LLC46,830$4.85M0.12%-88913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp46,344$4.8M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,560$4.71M<0.01%new13F-HRTimelineGroup
Lake Hills Wealth Management, LLC45,413$4.7M3.25%+16,97613F-HRTimeline
Arcataur Capital Management LLC45,319$4.69M1.6%-1,76013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding44,971$4.65M-14,584Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,487$4.6M0.04%+21,15213F-HRTimelineGroup
Friedenthal Financial44,176$4.57M2.73%+4,44613F-HRTimeline
Dogwood Wealth Management LLC43,391$4.49M2.36%-5,38713F-HRTimeline
Alliance Wealth Advisors, LLC /UT43,321$4.48M1.17%+4,49413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding42,107$4.36M+556Timeline
Royal Harbor Partners, LLC41,358$4.28M1.66%new13F-HRTimeline
CIBC WORLD MARKET INC.41,149$4.26M0.01%+1,31713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …41,000$4.24M<0.01%+19,00013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding40,622$4.2M+1,815Timeline
Echo45 Advisors LLC38,572$3.99M2.67%-78113F-HRTimeline
Wilshire Advisors LLC356,127$3.82M12.07%+52,05513F-HR/ATimeline
Trilogy Capital Inc.36,688$3.8M0.2%-114,63813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC36,510$3.78M0.73%+33,24513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,296$3.65M0.11%+4,73813F-HRTimelineGroup
Portside Wealth Group, LLC35,183$3.64M0.59%+2,18813F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV35,158$3.64M0.28%+3,35113F-HRTimeline
CFS Investment Advisory Services, LLC34,835$3.6M0.32%+6813F-HRTimeline
Soltis Investment Advisors LLC33,837$3.5M0.31%-41013F-HRTimeline
CHB Investment Group, LLC33,611$3.48M1.85%+1,61013F-HRTimeline
Ewing Morris & Co. Investment Partners …23,347$3.48M1.1%+12,96213F-HRTimeline
Algorithmic Investment Models, LLC33,526$3.47M2.56%+5,68913F-HRTimeline
Private Advisor Group, LLC33,357$3.45M0.02%+18,30013F-HRTimeline
Slow Capital, Inc.33,167$3.43M0.46%-2,23113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …32,843$3.4M0.44%+30513F-HRTimelineGroup
ALTFEST L J & CO INC32,796$3.39M0.43%-187,64813F-HRTimeline
Stone Summit Wealth LLC32,631$3.38M1.14%+5,71113F-HRTimeline