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Disclosery

STIP ISHARES TR

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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
BlackRock, Inc.in group BlackRock, Inc.29,850,691$3.09B0.05%+1,867,65713F-HRTimelineGroup
Betterment LLC4,140,622$428M0.85%+134,15813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,582,809$370M+70,120Timeline
LPL Financial LLC3,320,533$343M0.1%+436,72113F-HRTimeline
FMR LLCin group FMR LLC2,870,590$297M0.02%-91,87213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,146,439$222M4.31%+121,71913F-HRTimeline
Modera Wealth Management, LLC2,136,920$221M2.56%+109,26313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,823,297$188M0.01%+35,76013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,755,257$181M0.01%+140,22313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,525,836$158M0.01%-17,65613F-HR/ATimelineGroup
3EDGE Asset Management, LP1,179,708$122M6.88%+63,18913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,110,521$115M+43,248Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,075,411$111M0.65%+88,47813F-HRTimeline
Dynasty Wealth Management, LLC1,028,495$106M1.42%+96,64513F-HRTimeline
Quotient Wealth Partners, LLC984,113$102M2.79%+55,97313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP923,723$95.5M3.79%+106,99813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC921,732$95.2M0.02%+132,72213F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO862,244$89.1M1.33%+53,43613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC841,744$87M0.19%+4,83613F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC831,486$85.9M8.73%+27,39813F-HRTimeline
Destination Wealth Management762,548$78.8M2.17%+18,77813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC695,773$71.9M0.02%+85,91613F-HRTimelineGroup
MASECO LLP687,259$71M3.44%+60,73913F-HRTimeline
Cetera Investment Advisers669,661$69.2M0.08%+80,63613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP646,772$66.9M<0.01%+4,82713F-HRTimelineGroup
Haverford Trust Co642,395$66.4M0.6%+21,15913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC614,561$63.3M0.1%+15,88813F-HRTimelineGroup
KEATING INVESTMENT COUNSELORS INC549,716$56.8M16.22%-10,48213F-HRTimeline
MARTIN & CO INC /TN/537,540$55.6M9.89%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.535,357$55.3M1.3%-60913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC534,400$55.2M0.07%-77,70013F-HRTimeline
Modern Wealth Management, LLC530,231$54.8M1.08%-83,59413F-HRTimeline
Tortoise Investment Management, LLC529,770$54.8M4.88%+15,78313F-HRTimeline
M. Kulyk & Associates, LLC517,569$53.5M10.87%+2,96713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN503,236$52M0.01%+56,58613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…503,045$52M0.03%+305,96113F-HRTimelineGroup
SCS Capital Management LLC502,177$51.9M0.57%-6,74013F-HRTimeline
Empowered Funds, LLC475,113$48.9M0.49%+210,42913F-HRTimeline
Amplius Wealth Advisors, LLC469,418$48.5M4.19%+466,76613F-HRTimeline
Abacus Planning Group, Inc.469,165$48.5M6.69%+124,33513F-HRTimeline
Farther Finance Advisors, LLC444,538$45.9M0.69%+236,49713F-HRTimeline
Elm Partners Management LLC443,839$45.9M1.86%-3,99813F-HR/ATimeline
CENTRAL TRUST Co419,300$43.3M0.91%-80,49413F-HRTimeline
LVW Advisors, LLC401,915$41.5M4.3%+10,77013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.394,641$40.8M0.06%+73,54813F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC392,366$40.6M2.1%+4,53513F-HRTimeline
ALTFEST L J & CO INC380,108$39.3M4.38%-55,78913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC368,869$38.1M0.02%013F-HRTimeline
SUMMITRY LLC350,606$36.2M1.53%-4,07613F-HRTimeline
World Investment Advisors321,227$33.2M0.68%+25,66113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/300,998$31.1M5.78%-59,07113F-HRTimeline
Composition Wealth, LLC294,301$30.4M0.46%+289,57013F-HRTimeline
Austin Asset Management Co Inc287,836$29.8M5.42%+11,23313F-HRTimeline
Kelman-Lazarov, Inc.281,671$29.1M4.32%+14,96213F-HRTimeline
UBS Group AGin group UBS Group AG267,249$27.6M0.01%+48,33413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC265,028$27.4M0.34%+8,99513F-HRTimeline
MML INVESTORS SERVICES, LLC262,433$27.1M0.07%-9,88813F-HRTimeline
HighTower Advisors, LLC254,517$26.3M0.03%+12,21013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…238,303$24.6M0.04%-8,60013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding237,402$24.5M+138Timeline
EVOKE WEALTH, LLC233,903$24.2M0.5%+18,87113F-HRTimeline
ROCKLAND TRUST CO233,545$24.1M0.99%-2,45613F-HRTimeline
NewEdge Advisors, LLC230,204$23.8M0.11%+24,46813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp228,082$23.6M<0.01%+22,06313F-HRTimelineGroup
MAI Capital Management225,729$23.3M0.15%+9,56613F-HRTimeline
Sensible Financial Planning & Managemen…222,335$23M4.17%+2,85013F-HRTimeline
Pure Financial Advisors, LLC221,799$22.9M0.37%-8,34213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA216,361$22.4M<0.01%+13,11113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC211,359$21.8M<0.01%+141,48213F-HRTimelineGroup
ProVise Management Group, LLC209,736$21.7M1.6%+7,70613F-HRTimeline
Cambridge Investment Research Advisors,…209,388$21.6M0.06%+13,52913F-HRTimeline
JSF Financial, LLC207,812$21.5M4.76%-8,58113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP204,120$21.1M0.02%+14,74813F-HRTimelineGroup
Baker Avenue Asset Management, LP202,512$20.9M0.5%-21,34513F-HRTimeline
Seneca Financial Advisors LLC200,487$20.7M6.77%+97,48613F-HRTimeline
Stordahl Capital Management, Inc.198,917$20.6M4.32%+3,75413F-HRTimeline
Beacon Pointe Advisors, LLC191,437$19.8M0.17%+95,53213F-HRTimeline
Janney Montgomery Scott LLC188,177$19.4M0.05%+37,84013F-HRTimeline
Integrated Wealth Concepts LLC185,452$19.2M0.17%+16,99913F-HRTimeline
OneDigital Investment Advisors LLC184,687$19.1M0.2%+4,59113F-HRTimeline
Parcion Private Wealth LLC184,583$19.1M1.19%+39613F-HRTimeline
DDFG, Inc180,698$18.7M4.31%+15,51913F-HRTimeline
Portland Global Advisors LLC179,998$18.6M2.08%+5,20913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…178,073$18.4M0.01%+1,51113F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC176,961$18.3M5.83%-5,47913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC175,669$18.2M0.59%+20,25113F-HRTimeline
Empirical Financial Services, LLC d.b.a…173,177$17.9M0.36%-66113F-HRTimeline
Deane Retirement Strategies, Inc.167,996$17.4M7.47%+47,49813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC167,521$17.3M0.35%+1,80413F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …165,832$17.1M3.39%13F-HRTimelineGroup
KWMG, LLC163,848$16.9M1.48%+3,95313F-HRTimeline
Creative Planningin group Creative Planning163,600$16.9M0.01%-7,52313F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.162,820$16.8M2.48%+4,66513F-HR/ATimeline
Prime Buchholz LLC159,870$16.5M9.08%+72,61913F-HRTimeline
Walker Financial Services, Inc.158,632$16.4M6.38%-9,51513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC155,201$16M0.13%+1,60013F-HRTimelineGroup
First National Trust Co154,119$15.9M0.55%+8,73513F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…150,059$15.5M0.14%-248,13113F-HRTimelineGroup
Burt Wealth Advisors141,137$14.6M3.58%+5,06313F-HRTimeline
BIP Wealth, LLC139,746$14.4M0.71%+17,66113F-HRTimeline
Amundiin group Amundi138,000$14.2M<0.01%013F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC136,509$14.1M1.15%+3,65213F-HRTimeline
AJ Advisors, LLC131,506$13.6M5.56%+2,18013F-HRTimeline
American Money Management, LLC130,810$13.5M2.26%+4,31713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC130,580$13.5M0.1%-48413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…126,349$13.1M0.09%+14,07113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,341$13M0.02%-13,06413F-HRTimelineGroup
Stadion Money Management, LLC125,362$12.9M1.03%-94013F-HRTimeline
Valmark Advisers, Inc.125,056$12.9M0.17%-2,05113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding123,028$12.7M-20,435Timeline
Park Edge Advisors, LLC122,916$12.7M2.93%+29,37813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC122,004$12.6M0.02%-5,05113F-HRTimeline
MCMORGAN & CO LLC121,437$12.6M1.93%+28,31013F-HRTimeline
Municipal Employees' Retirement System …121,200$12.5M0.15%013F-HRTimeline
Prasad Wealth Partners, LLC120,145$12.4M3.46%+18,01413F-HRTimeline
Pinnacle Financial Partners Inc118,878$12.3M0.29%+9,05713F-HRTimeline
Ethos Financial Group, LLC117,695$12.2M0.95%-513F-HRTimeline
Orion Porfolio Solutions, LLC117,560$12.2M0.09%-6,57213F-HRTimeline
IFG Advisory, LLC115,162$11.9M0.54%+4,34513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.110,603$11.4M0.76%+7,13713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…109,196$11.3M0.31%new13F-HRTimelineGroup
Holcombe Financial, Inc.107,238$11.1M7.74%+1,14713F-HRTimeline
Northland Capital Management LLC106,946$11.1M6.46%+1,24113F-HRTimeline
Estate Counselors, LLC104,205$10.8M0.92%+15,68513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management103,776$10.7M0.13%+2,56913F-HRTimelineGroup
COURIER CAPITAL LLC102,083$10.6M0.6%+34413F-HRTimeline
Greenline Partners, LLC101,674$10.5M1.28%-43513F-HRTimeline
Alesco Advisors, LLC, An ESL Co98,754$10.2M0.28%-2,80613F-HRTimeline
Summit Trail Advisors, LLC98,613$10.2M0.14%+30,19913F-HRTimeline
Portfolio Design Labs, LLC96,732$10M1.72%-17,53113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC94,042$9.72M3.04%+8,11413F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV93,853$9.7M0.18%+71,74813F-HR/ATimeline
Columbus Macro, LLC92,720$9.58M1.09%-5,10113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC89,898$9.29M0.23%+8,72813F-HRTimelineGroup
Discipline Wealth Solutions, LLC89,042$9.2M2.43%new13F-HRTimeline
Virtue Capital Management, LLC43,038$9.01M1.44%+36,42413F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC85,842$8.87M0.31%-13,51913F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.84,529$8.74M0.37%+4,38113F-HRTimeline
FIRST HORIZON CORP82,915$8.57M0.4%13F-HRTimeline
BLAIR WILLIAM & CO/IL82,027$8.48M0.02%+14,66913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT80,998$8.37M2.69%+8,38313F-HRTimeline
Mutual Advisors, LLC79,644$8.25M0.18%-164,21713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…79,000$8.17M0.03%+34,50013F-HRTimelineGroup
Cascade Financial Partners, LLC77,864$8.05M0.92%+6,35113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…77,694$8.03M0.02%+70213F-HRTimelineGroup
Clear Creek Financial Management, LLC76,412$7.9M0.68%+58,92413F-HRTimeline
Lutz Financial Services LLC76,375$7.89M0.57%+6,58313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV74,546$7.71M3.82%-2,70413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC70,410$7.28M5.29%-1,86513F-HRTimeline
Merit Financial Group, LLC70,327$7.27M0.07%+31,98913F-HR/ATimeline
Sugar Maple Asset Management, LLC69,783$7.21M5.16%+4,98713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV68,871$7.12M0.44%+8,59413F-HRTimeline
Trivant Custom Portfolio Group, LLC68,202$7.05M3.62%+3,50613F-HRTimeline
Quadcap Wealth Management, LLC67,977$7.03M0.83%+2,13613F-HRTimeline
Perigon Wealth Management, LLC66,926$6.92M0.14%+7,71613F-HRTimeline
MJT & Associates Financial Advisory Gro…66,710$6.9M5.61%+56,31413F-HRTimeline
Integris Wealth Management, LLC66,562$6.88M1.67%+1,67513F-HRTimeline
Equita Financial Network, Inc.66,253$6.85M2.31%+6,60613F-HRTimeline
Bleakley Financial Group, LLC64,925$6.71M0.16%-48313F-HRTimeline
MGO ONE SEVEN LLC64,074$6.62M0.15%+12,08213F-HRTimeline
New Capital Management LP63,667$6.58M1.72%-1,46913F-HRTimeline
B. Riley Wealth Advisors, Inc.63,606$6.57M0.32%+2,59813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.62,976$6.51M0.01%-3,09713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding61,909$6.39M+12,550Timeline
Trek Financial, LLC61,662$6.37M0.38%+13,19013F-HRTimeline
Foundations Investment Advisors, LLC60,215$6.22M0.09%-62113F-HRTimeline
McIlrath & Eck, LLC60,125$6.21M0.64%+7,58913F-HRTimeline
City State Bank59,743$6.18M1.78%-2,73013F-HRTimeline
Ashton Thomas Private Wealth, LLC58,101$6.01M0.16%+4,74913F-HRTimeline
Alhambra Investment Management LLC57,772$5.97M2.84%+4,08613F-HRTimeline
Straight Path Wealth Management57,504$5.94M1.66%+5,67913F-HRTimeline
Fischer Financial Services, Inc.57,168$5.91M1.59%+59013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,825$5.87M0.04%+3,03913F-HRTimelineGroup
CFS Investment Advisory Services, LLC56,719$5.87M0.44%+1,19713F-HRTimeline
Vigilare Wealth Management55,504$5.74M1.99%-64,86513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55,337$5.72M0.38%+2,77813F-HRTimeline
Lake Hills Wealth Management, LLC55,246$5.71M3.05%+1,23813F-HRTimeline
Kure Advisory, LLC54,970$5.68M3.51%+2,50513F-HRTimeline
Advisory Services Network, LLC54,064$5.59M0.08%+21,82513F-HRTimeline
CWM, LLCin group CWM, LLC53,769$5.56M0.02%-4913F-HRTimelineGroup
Performance Wealth Partners, LLC53,383$5.52M0.15%-25613F-HRTimeline
NorthCrest Asset Manangement, LLC52,981$5.47M0.13%+1,64013F-HRTimeline
CIBC WORLD MARKET INC.52,829$5.46M0.01%+2,15113F-HRTimeline
NorthCoast Asset Management LLC52,634$5.44M0.02%+35,26913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP52,618$5.44M<0.01%+14,63313F-HRTimelineGroup
Private Advisor Group, LLC51,662$5.34M0.03%+1,46813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV50,988$5.27M0.01%-3,80713F-HRTimeline
Friedenthal Financial50,823$5.25M2.71%+3,77413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC50,670$5.24M0.61%-57113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding50,341$5.2M-428Timeline
Altiora Financial Group, LLC49,532$5.12M0.94%+16813F-HRTimeline
Cornerstone Financial Group, LLC /NE/49,254$5.09M3.94%+97313F-HRTimeline
Sanctuary Advisors, LLC48,397$5M0.03%+1,00313F-HR/ATimeline
Family Legacy Financial Solutions, LLC47,347$4.89M3.75%+4,81213F-HRTimeline
Alliance Wealth Advisors, LLC /UT46,497$4.81M1.13%+90513F-HRTimeline
IFP Advisors, Inc46,447$4.8M0.12%-22613F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …46,391$4.8M0.57%+7,21713F-HRTimelineGroup
Strategic Blueprint, LLC45,891$4.74M0.21%+2,60113F-HRTimeline
Arcataur Capital Management LLC44,384$4.59M1.35%-69513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE44,092$4.56M1.22%+10,07813F-HRTimeline