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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
BlackRock, Inc.in group BlackRock, Inc.27,983,034$2.88B0.06%-370,04713F-HRTimelineGroup
Betterment LLC4,006,464$412M0.88%+184,25313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,512,689$361M+2,759,538Timeline
FMR LLCin group FMR LLC2,962,462$305M0.02%-205,84013F-HRTimelineGroup
LPL Financial LLC2,883,812$297M0.1%+1,279,11613F-HRTimeline
Modera Wealth Management, LLC2,027,657$209M2.58%+70,17013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,024,720$208M4.6%+247,26913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,787,537$184M0.01%+429,32913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,615,034$166M0.01%+671,14513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,543,492$159M0.01%+392,85013F-HRTimelineGroup
3EDGE Asset Management, LP1,116,519$115M7.14%+23,08213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,067,273$110M+85,611Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC986,933$102M0.69%+65,04213F-HRTimeline
Dynasty Wealth Management, LLC931,850$95.9M1.63%-14,33213F-HRTimeline
Quotient Wealth Partners, LLC928,140$95.5M2.81%+23,85613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC836,908$86.1M0.2%-18,48013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP816,725$84M3.37%-178,26013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO808,808$83.2M1.43%+68,20213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC804,088$82.7M8.75%+28,95213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC789,010$81.3M0.02%+203,50913F-HRTimelineGroup
Destination Wealth Management743,770$76.5M2.24%+2,34413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP641,945$66.1M<0.01%+3,06313F-HRTimelineGroup
MASECO LLP626,520$64.5M2.45%13F-HRTimeline
Haverford Trust Co621,236$63.9M0.61%+10,75213F-HRTimeline
Modern Wealth Management, LLC613,825$63.2M1.57%-9,16613F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC612,100$63M0.08%-290,20013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC609,857$62.8M0.02%+121,31113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC598,673$61.4M0.11%+56,21513F-HRTimelineGroup
Cetera Investment Advisers589,025$60.6M0.1%+198,43913F-HRTimeline
KEATING INVESTMENT COUNSELORS INC560,198$57.7M17.42%+55,20013F-HRTimeline
MARTIN & CO INC /TN/537,540$55.3M10.18%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.535,966$55.2M1.38%-43,41113F-HRTimelineGroup
M. Kulyk & Associates, LLC514,602$53M11.5%+31,70913F-HRTimeline
Tortoise Investment Management, LLC513,987$52.9M5.05%+21,04313F-HRTimeline
SCS Capital Management LLC508,917$52.4M0.58%+13,14913F-HRTimeline
CENTRAL TRUST Co499,794$51.4M1.19%+69,73113F-HRTimeline
Elm Partners Management LLC447,837$46.1M2.15%-108,88113F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN446,650$46M0.01%+78,42313F-HRTimelineGroup
ALTFEST L J & CO INC435,897$44.9M5.29%+403,10113F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…398,190$41M0.38%+88,06413F-HRTimelineGroup
LVW Advisors, LLC391,145$40.3M4.51%-7,45213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC387,831$39.9M2.2%+7,37313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC368,869$38M0.02%-65,58213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/360,069$37.1M7.26%+47,40713F-HRTimeline
SUMMITRY LLC354,682$36.5M1.65%-16,38813F-HRTimeline
Abacus Planning Group, Inc.344,830$35.5M5.28%+41,67013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.321,093$33.1M0.06%+221,71313F-HR/ATimelineGroup
World Investment Advisors295,566$30.4M0.69%-12,97113F-HRTimeline
Austin Asset Management Co Inc276,603$28.5M5.54%+4,34813F-HRTimeline
MML INVESTORS SERVICES, LLC272,321$28M0.08%+154,60813F-HRTimeline
Kelman-Lazarov, Inc.266,709$27.4M4.45%+3,30313F-HRTimeline
Empowered Funds, LLC264,684$27.2M0.31%+5,63413F-HRTimeline
Prime Capital Investment Advisors, LLC256,033$26.3M0.35%+1,71813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…246,903$25.3M0.04%+20,02513F-HRTimeline
Mutual Advisors, LLC243,861$25.1M0.63%+112,36913F-HRTimeline
HighTower Advisors, LLC242,307$24.9M0.03%+39,03513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding237,264$24.4M+192,293Timeline
ROCKLAND TRUST CO236,001$24.3M1.18%+1,15213F-HRTimeline
Pure Financial Advisors, LLC230,141$23.7M0.42%-12,51213F-HRTimeline
Baker Avenue Asset Management, LP223,857$23M0.66%+2,64713F-HRTimeline
Sensible Financial Planning & Managemen…219,485$22.6M4.29%+2,57213F-HRTimeline
UBS Group AGin group UBS Group AG218,915$22.5M<0.01%+11,89713F-HRTimelineGroup
JSF Financial, LLC216,393$22.3M5.29%-14,64713F-HRTimeline
MAI Capital Management216,163$22.2M0.15%-13,54513F-HRTimeline
EVOKE WEALTH, LLC215,032$22.1M0.52%+6,90213F-HRTimeline
Farther Finance Advisors, LLC208,041$21.4M0.43%+160,15613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp206,019$21.2M<0.01%+159,67513F-HRTimelineGroup
NewEdge Advisors, LLC205,736$21.2M0.11%+105,03813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA203,250$20.9M<0.01%-19,97013F-HR/ATimelineGroup
ProVise Management Group, LLC202,030$20.8M1.64%-1,34013F-HRTimeline
Parkside Advisors LLC197,185$20.3M4.46%+2,76813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…197,084$20.3M0.01%+61,02913F-HRTimelineGroup
Cambridge Investment Research Advisors,…195,859$20.2M0.06%+42,71713F-HRTimeline
Stordahl Capital Management, Inc.195,163$20.1M4.46%+3,69213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP189,372$19.5M0.02%+67,79013F-HRTimelineGroup
SoundView Advisors Inc.188,220$19.4M7.14%+17,99513F-HRTimeline
Parcion Private Wealth LLC184,187$19M1.35%+2,06513F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC183,820$18.9M3.35%+2,50313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC182,440$18.8M6.49%-1,50013F-HRTimeline
OneDigital Investment Advisors LLC180,096$18.5M0.21%+169,22113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…176,562$18.2M0.01%+11,23913F-HRTimelineGroup
Portland Global Advisors LLC174,789$18M2.12%-7,65113F-HRTimeline
Empirical Financial Services, LLC d.b.a…173,838$17.9M0.4%-16,82513F-HRTimeline
Creative Planningin group Creative Planning171,123$17.6M0.02%-10,48513F-HRTimelineGroup
Integrated Wealth Concepts LLC168,453$17.3M0.17%-169,02813F-HRTimeline
Walker Financial Services, Inc.168,147$17.3M7.87%+11,50713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC165,717$17.1M0.36%-33913F-HRTimelineGroup
DDFG, Inc165,179$17M4.28%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …162,378$16.7M3.28%13F-HRTimelineGroup
KWMG, LLC159,895$16.5M1.55%+4913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.158,155$16.3M2.53%+80113F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC155,418$16M0.56%+42,42413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC153,601$15.8M0.15%+136,97013F-HRTimelineGroup
Janney Montgomery Scott LLC150,337$15.5M0.04%+144,12013F-HRTimeline
Family Firm, Inc.148,850$15.3M3.69%+1,98213F-HRTimeline
First National Trust Co145,384$15M0.56%+22,92313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding143,463$14.8M-53,924Timeline
Corient Private Wealth LPin group Corient Private Wealth LP143,428$14.8M0.02%-18,05713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP138,405$14.2M0.02%+50,67213F-HRTimelineGroup
Amundiin group Amundi138,000$14.1M<0.01%013F-HRTimelineGroup
Burt Wealth Advisors136,074$14M3.2%+3,42513F-HRTimeline
Galvin, Gaustad & Stein, LLC132,857$13.7M1.18%+56213F-HRTimeline
FLOW TRADERS U.S. LLC131,253$13.5M0.5%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC131,064$13.5M0.11%-2,19213F-HRTimelineGroup
AJ Advisors, LLC129,326$13.3M5.92%+6,77613F-HRTimeline
Talon Private Wealth, LLC128,426$13.2M1.82%-20,91813F-HRTimeline
Valmark Advisers, Inc.127,107$13.1M0.18%-5,11213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,055$13.1M0.02%-8,65613F-HRTimeline
American Money Management, LLC126,493$13M2.3%+1,83613F-HRTimeline
Stadion Money Management, LLC126,302$12.9M1.06%-7,60013F-HRTimeline
Orion Porfolio Solutions, LLC124,132$12.8M0.11%+24,94113F-HR/ATimeline
BIP Wealth, LLC122,085$12.6M0.77%+3,23713F-HRTimeline
Municipal Employees' Retirement System …121,200$12.5M0.15%013F-HRTimeline
Deane Retirement Strategies, Inc.120,498$12.4M5.56%new13F-HRTimeline
Vigilare Wealth Management120,369$12.4M4.64%new13F-HRTimeline
Ethos Financial Group, LLC117,700$12.1M1.04%+35,75713F-HRTimeline
Portfolio Design Labs, LLC114,263$11.8M2.31%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…112,278$11.6M0.09%+110,11613F-HRTimelineGroup
IFG Advisory, LLC110,817$11.4M0.57%+81913F-HRTimeline
Pinnacle Financial Partners Inc109,821$11.3M0.24%+35,10213F-HRTimeline
Holcombe Financial, Inc.106,091$10.9M8.22%+1,66313F-HRTimeline
Northland Capital Management LLC105,705$10.9M6.7%+2,16313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.103,466$10.6M0.73%+1,79313F-HRTimelineGroup
Seneca Financial Advisors LLC103,001$10.6M4.09%new13F-HRTimeline
Prasad Wealth Partners, LLC102,131$10.5M3.08%new13F-HRTimeline
Greenline Partners, LLC102,109$10.5M1.42%-16,78313F-HRTimeline
COURIER CAPITAL LLC101,739$10.5M0.64%+3,89313F-HRTimeline
Alesco Advisors, LLC, An ESL Co101,560$10.5M0.3%+38113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management101,207$10.4M0.14%+9,61313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC99,361$10.2M0.4%+93,48913F-HRTimelineGroup
Columbus Macro, LLC97,821$10.1M1.23%-15,06513F-HRTimeline
Beacon Pointe Advisors, LLC95,905$9.87M0.1%-18,82913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,135$9.69M0.01%+48,57513F-HRTimelineGroup
Park Edge Advisors, LLC93,538$9.63M2.47%+14,63013F-HRTimeline
MCMORGAN & CO LLC93,127$9.58M1.41%+1,04213F-HRTimeline
Estate Counselors, LLC88,520$9.11M0.9%+60513F-HRTimeline
Prime Buchholz LLC87,251$8.98M2.87%-109,79413F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC85,928$8.84M3%+20,88413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC81,170$8.35M0.22%+45,87413F-HRTimelineGroup
First Horizon Advisors, Inc.80,812$8.32M0.22%+8,62013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.80,148$8.25M0.37%-7,49413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV77,250$7.95M4.14%+1,92213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…76,992$7.92M0.02%-1,24013F-HR/ATimelineGroup
PENOBSCOT WEALTH MANAGEMENT72,615$7.47M2.68%+7,79013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC72,275$7.44M5.29%-7,05713F-HRTimeline
Cascade Financial Partners, LLC71,513$7.36M0.88%+16,27213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,877$7.19M<0.01%+22,62013F-HRTimelineGroup
Lutz Financial Services LLC69,792$7.18M0.56%+4,36313F-HRTimeline
Summit Trail Advisors, LLC68,414$7.04M0.12%-11,23013F-HRTimeline
BLAIR WILLIAM & CO/IL67,358$6.93M0.02%+1,31313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,073$6.8M0.01%+4,48013F-HRTimelineGroup
Quadcap Wealth Management, LLC65,841$6.78M0.86%+4,22313F-HRTimeline
Bleakley Financial Group, LLC65,408$6.73M0.17%-27413F-HRTimeline
New Capital Management LP65,136$6.7M1.87%+16,11013F-HRTimeline
Integris Wealth Management, LLC64,887$6.68M1.74%+1,83413F-HRTimeline
Sugar Maple Asset Management, LLC64,796$6.67M5.2%+1713F-HRTimeline
Trivant Custom Portfolio Group, LLC64,696$6.66M3.66%+3,92413F-HRTimeline
City State Bank62,473$6.43M2.02%-2,27013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd61,856$6.36M0.11%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.61,008$6.28M0.3%+4,45413F-HRTimeline
Foundations Investment Advisors, LLC60,836$6.26M0.1%+45,73613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV60,277$6.2M0.43%+25,11913F-HRTimeline
Equita Financial Network, Inc.59,647$6.14M2.44%-1,99013F-HRTimeline
Perigon Wealth Management, LLC59,210$6.09M0.14%+12,38013F-HRTimeline
Fischer Financial Services, Inc.56,578$5.82M1.71%+15313F-HRTimeline
CFS Investment Advisory Services, LLC55,522$5.71M0.47%+20,68713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,795$5.64M0.01%-15,98213F-HRTimeline
Lake Hills Wealth Management, LLC54,008$5.56M3.18%+8,59513F-HRTimeline
CWM, LLCin group CWM, LLC53,818$5.54M0.02%+39,39513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,786$5.54M0.05%+9,29913F-HRTimelineGroup
Alhambra Investment Management LLC53,686$5.52M2.74%+1,00813F-HRTimeline
Performance Wealth Partners, LLC53,639$5.52M0.18%-38013F-HRTimeline
Ashton Thomas Private Wealth, LLC53,352$5.49M0.19%+5,53913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,559$5.41M0.39%+32,49413F-HRTimeline
McIlrath & Eck, LLC52,536$5.41M0.62%+52,50713F-HRTimeline
Kure Advisory, LLC52,465$5.4M3.58%+3,92113F-HR/ATimeline
MGO ONE SEVEN LLC51,992$5.35M0.17%+3,11713F-HRTimeline
Straight Path Wealth Management51,825$5.33M1.81%+3,13013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC51,241$5.27M0.66%+82013F-HRTimeline
NorthCrest Asset Manangement, LLC51,341$5.26M0.14%-78813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding50,769$5.22M+10,147Timeline
CIBC WORLD MARKET INC.50,678$5.22M0.01%+9,52913F-HRTimeline
Private Advisor Group, LLC50,194$5.17M0.03%+16,83713F-HRTimeline
Altiora Financial Group, LLC49,364$5.08M0.99%+99113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding49,359$5.08M+7,252Timeline
Trek Financial, LLC48,472$4.99M0.33%+26,32513F-HRTimeline
Spartan Planning & Wealth Management48,312$4.97M4.26%-10,99113F-HRTimeline
Cornerstone Financial Group, LLC /NE/48,281$4.97M4.23%+72213F-HRTimeline
One Capital Management, LLC47,664$4.91M0.17%new13F-HRTimeline
Sanctuary Advisors, LLC47,394$4.88M0.03%+39,68313F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC47,325$4.87M2.29%+10013F-HRTimeline
Friedenthal Financial47,049$4.84M2.65%+2,87313F-HRTimeline
IFP Advisors, Inc46,673$4.8M0.14%+16,85713F-HRTimeline
Alliance Wealth Advisors, LLC /UT45,592$4.69M1.13%+2,27113F-HRTimeline
Arcataur Capital Management LLC45,079$4.64M1.45%-24013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…44,500$4.58M0.02%-9,00013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP44,000$4.53M0.01%-3,30013F-HRTimeline
Strategic Blueprint, LLC43,290$4.46M0.22%+20,92413F-HRTimeline
Family Legacy Financial Solutions, LLC42,535$4.38M3.71%13F-HRTimeline
Royal Harbor Partners, LLC42,154$4.34M1.59%+79613F-HRTimeline