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Disclosery

STIP ISHARES TR

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SHS (fund)

754 managers (766 13F filers) reported a position in STIP shares at 2025-12-31, 101,343,112 shares in all. 59 filers opened a position and 97 filers sold out during the quarter.

Managers
754
13F filers
766
New
59
Added
309
Reduced
267
Sold out
97
Shares held by filers
101,343,112

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.30,132,832$3.09B0.05%+282,14113F-HRTimelineGroup
Betterment LLC4,371,869$448M0.85%+231,24713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,369,489$345M0.03%+1,614,23213F-HRTimelineGroup
LPL Financial LLC2,803,155$287M0.08%-517,37813F-HRTimeline
FMR LLCin group FMR LLC2,634,357$270M0.01%-236,23313F-HRTimelineGroup
Modera Wealth Management, LLC2,279,268$233M2.7%+142,34813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,255,855$231M4.22%+109,41613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,591,996$163M0.01%-231,30113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,353,527$139M0.01%-172,30913F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,290,115$132M4.92%+366,39213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,199,070$123M+88,549Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,119,136$115M0.63%+43,72513F-HRTimeline
3EDGE Asset Management, LP1,115,702$114M5.93%-64,00613F-HRTimeline
Dynasty Wealth Management, LLC1,094,255$112M1.1%+65,76013F-HRTimeline
Quotient Wealth Partners, LLC1,063,814$109M2.9%+79,70113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO914,329$93.6M1.36%+52,08513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding878,892$90M-2,703,917Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC860,058$88.1M8.74%+28,57213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC835,444$85.5M0.02%-86,28813F-HRTimelineGroup
Destination Wealth Management798,027$81.7M2.14%+35,47913F-HRTimeline
Farther Finance Advisors, LLC738,524$75.6M0.81%+293,98613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC738,214$75.6M0.02%+42,44113F-HRTimelineGroup
MASECO LLP733,508$75.1M3.27%+46,24913F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…730,000$74.7M2.23%new13F-HRTimeline
Haverford Trust Co666,530$68.2M0.61%+24,13513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP657,431$67.3M<0.01%+10,65913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC633,446$64.7M0.09%+18,88513F-HRTimelineGroup
KEATING INVESTMENT COUNSELORS INC570,802$58.4M16.2%+21,08613F-HRTimeline
Tortoise Investment Management, LLC566,503$58M5.09%+36,73313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN562,043$57.5M0.01%+58,80713F-HRTimelineGroup
Beacon Pointe Advisors, LLC556,671$57M0.4%+365,23413F-HRTimeline
Abacus Planning Group, Inc.545,598$55.9M7.44%+76,43313F-HRTimeline
SCS Capital Management LLC542,986$55.6M0.59%+40,80913F-HRTimeline
MARTIN & CO INC /TN/537,540$55M9.45%013F-HRTimeline
M. Kulyk & Associates, LLC529,593$54.2M10.36%+12,02413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.517,838$53M1.14%-17,51913F-HRTimelineGroup
Empowered Funds, LLC516,640$52.9M0.9%+41,52713F-HR/ATimeline
Amplius Wealth Advisors, LLC482,698$49.4M4.15%+13,28013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC452,502$46.3M0.09%-389,24213F-HRTimelineGroup
Cetera Investment Advisers446,272$45.7M0.05%-223,38913F-HRTimeline
Modern Wealth Management, LLC436,684$44.7M0.82%-93,54713F-HRTimeline
Elm Partners Management LLC428,603$43.9M1.62%-15,23613F-HR/ATimeline
LVW Advisors, LLC408,434$41.8M4.24%+6,51913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/407,264$41.7M7.39%+106,26613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC400,463$41M2.08%+8,09713F-HRTimeline
ALTFEST L J & CO INC381,591$39.1M4.28%+1,48313F-HRTimeline
CENTRAL TRUST Co362,634$37.1M0.73%-56,66613F-HRTimeline
SB Capital Management Inc361,193$37M13.55%13F-HRTimeline
SUMMITRY LLC347,762$35.6M1.48%-2,84413F-HRTimeline
World Investment Advisors345,191$35.3M0.58%+23,96413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…331,428$33.9M0.02%-171,61713F-HR/ATimelineGroup
Kelman-Lazarov, Inc.303,015$31M4.43%+21,34413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC301,594$30.9M0.04%+294,34913F-HRTimelineGroup
Composition Wealth, LLC301,332$30.9M0.44%+7,03113F-HRTimeline
Creative Planningin group Creative Planning292,169$29.9M0.02%+128,56913F-HRTimelineGroup
Austin Asset Management Co Inc290,086$29.7M4.88%+2,25013F-HRTimeline
Prime Capital Investment Advisors, LLC289,510$29.6M0.36%+24,48213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC279,562$28.6M0.02%-89,30713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding264,877$27.1M+27,475Timeline
UBS Group AGin group UBS Group AG259,996$26.6M0.01%-7,25313F-HRTimelineGroup
EVOKE WEALTH, LLC255,665$26.2M0.5%+21,76213F-HRTimeline
HighTower Advisors, LLC255,185$26.1M0.03%+66813F-HRTimeline
Seneca Financial Advisors LLC234,385$24M7.3%+33,89813F-HRTimeline
ROCKLAND TRUST CO231,657$23.7M0.93%-1,88813F-HRTimeline
MAI Capital Management230,231$23.6M0.14%+4,50213F-HRTimeline
ProVise Management Group, LLC226,345$23.2M1.65%+16,60913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…225,867$23.1M0.03%-12,43613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC222,052$22.7M0.29%+199,18413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.219,728$22.5M0.03%-174,91313F-HRTimelineGroup
NorthRock Partners, LLC219,624$22.5M0.38%new13F-HRTimeline
JSF Financial, LLC216,970$22.2M4.6%+9,15813F-HRTimeline
Pure Financial Advisors, LLC213,300$21.8M0.32%-8,49913F-HRTimeline
SoundView Advisors Inc.210,264$21.5M7.51%new13F-HRTimeline
Stordahl Capital Management, Inc.207,093$21.2M4.36%+8,17613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,724$20.4M<0.01%-16,63713F-HRTimelineGroup
Cambridge Investment Research Advisors,…194,205$19.9M0.05%-15,18313F-HRTimeline
Walker Financial Services, Inc.187,932$19.2M6.97%+29,30013F-HRTimeline
Portland Global Advisors LLC186,931$19.1M2.05%+6,93313F-HRTimeline
Parcion Private Wealth LLC186,823$19.1M1.16%+2,24013F-HRTimeline
DDFG, Inc186,354$19.1M4.18%+5,65613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.182,916$18.7M2.7%+20,09613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC180,831$18.5M0.38%+13,31013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …180,432$18.5M3.56%+14,60013F-HRTimelineGroup
Stadion Money Management, LLC180,229$18.5M1.5%+54,86713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC177,809$18.2M0.58%+2,14013F-HRTimeline
NewEdge Advisors, LLC177,769$18.2M0.07%-52,43513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC177,558$18.2M<0.01%-33,80113F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC177,273$18.2M0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…173,830$17.8M0.32%+65313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC170,803$17.5M5.54%-6,15813F-HRTimeline
KWMG, LLC167,651$17.2M1.48%+3,80313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…167,148$17.1M0.01%-10,92513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS166,473$17M0.01%+148,06213F-HRTimelineGroup
Integrated Wealth Concepts LLC164,776$16.9M0.2%-20,67613F-HRTimeline
Valmark Advisers, Inc.153,614$15.7M0.19%+28,55813F-HRTimeline
First National Trust Co147,860$15.1M0.5%-6,25913F-HRTimeline
BIP Wealth, LLC146,607$15M0.53%+6,86113F-HRTimeline
AJ Advisors, LLC141,995$14.5M5.37%+10,48913F-HRTimeline
American Money Management, LLC138,281$14.2M2.23%+7,47113F-HRTimeline
Amundiin group Amundi138,000$14.1M<0.01%013F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC137,485$14.1M1.1%+97613F-HRTimeline
Ethos Financial Group, LLC135,670$13.9M1.03%+17,97513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,225$13.8M0.01%-68,89513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC134,148$13.7M0.03%-128,28513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp133,101$13.6M<0.01%-94,98113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP129,854$13.3M0.02%+87,41913F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC127,920$13.1M0.1%-2,66013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.126,787$13M0.86%+16,18413F-HRTimelineGroup
Park Edge Advisors, LLC125,901$12.9M2.92%+2,98513F-HRTimeline
MCMORGAN & CO LLC125,458$12.8M2.13%+4,02113F-HRTimeline
Orion Porfolio Solutions, LLC121,432$12.4M0.09%+3,87213F-HRTimeline
IFG Advisory, LLC118,473$12.1M0.53%+3,31113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…117,132$12M0.29%+7,93613F-HRTimelineGroup
Prasad Wealth Partners, LLC115,459$11.8M3.15%-4,68613F-HRTimeline
Cascade Financial Partners, LLC113,452$11.6M1.18%+35,58813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC112,703$11.5M0.02%-9,30113F-HRTimeline
Holcombe Financial, Inc.108,838$11.1M7%+1,60013F-HRTimeline
Ethos Capital Management, Inc.108,679$11.1M10.48%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co104,209$10.7M0.28%+5,45513F-HRTimeline
COURIER CAPITAL LLC102,731$10.5M0.59%+64813F-HRTimeline
Prime Buchholz LLC101,914$10.4M6.19%-57,95613F-HRTimeline
Greenline Partners, LLC99,604$10.2M1.17%-2,07013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.99,034$10.1M0.42%+14,50513F-HRTimeline
MGO ONE SEVEN LLC98,827$10.1M0.21%+34,75313F-HRTimeline
Northland Capital Management LLC98,692$10.1M5.66%-8,25413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…97,728$10M0.02%+20,03413F-HR/ATimelineGroup
Financial Plan, Inc.97,695$10M1.15%13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding97,519$9.98M-25,509Timeline
PURE PORTFOLIOS HOLDINGS LLC97,190$9.95M3%+3,14813F-HRTimeline
Janney Montgomery Scott LLC97,086$9.94M0.02%-91,09113F-HRTimeline
Discipline Wealth Solutions, LLC95,783$9.81M1.82%+6,74113F-HRTimeline
Municipal Employees' Retirement System …95,402$9.77M0.11%-25,79813F-HRTimeline
Portfolio Design Labs, LLC94,680$9.69M1.6%-2,05213F-HRTimeline
Lake Hills Wealth Management, LLC94,542$9.68M5.05%+39,29613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV93,853$9.61M0.16%013F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management92,620$9.48M0.11%-11,15613F-HRTimelineGroup
Columbus Macro, LLC92,287$9.45M1.03%-43313F-HRTimeline
Summit Trail Advisors, LLC92,070$9.43M0.16%-6,54313F-HRTimeline
FIRST HORIZON CORP90,899$9.31M0.42%+7,98413F-HRTimeline
Clear Creek Financial Management, LLC90,106$9.23M0.75%+13,69413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC88,430$9.05M0.19%new13F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT84,703$8.67M2.68%+3,70513F-HRTimeline
Lutz Financial Services LLC83,383$8.54M0.58%+7,00813F-HRTimeline
BLAIR WILLIAM & CO/IL82,309$8.43M0.02%+28213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…82,000$8.4M0.02%+3,00013F-HRTimelineGroup
Financial Planning Navigators CORP81,605$8.36M3.84%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC79,625$8.15M0.28%-6,21713F-HRTimelineGroup
NorthCoast Asset Management LLC79,493$8.14M0.18%+26,85913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC78,457$8.03M5.49%+8,04713F-HRTimeline
Equita Financial Network, Inc.77,531$7.94M2.39%+11,27813F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV77,384$7.92M3.83%+2,83813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV76,483$7.83M0.41%+7,61213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …76,000$7.78M0.01%+35,00013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC74,500$7.63M0.01%-459,90013F-HRTimeline
Sugar Maple Asset Management, LLC73,545$7.53M5.06%+3,76213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV73,111$7.49M0.01%+22,12313F-HRTimeline
Western Reserve Capital Management, LLC72,782$7.45M6.95%13F-HRTimeline
Integris Wealth Management, LLC71,788$7.35M1.67%+5,22613F-HRTimeline
Quadcap Wealth Management, LLC70,662$7.21M0.83%+2,68513F-HRTimeline
MJT & Associates Financial Advisory Gro…70,214$7.19M5.37%+3,50413F-HR/ATimeline
McIlrath & Eck, LLC69,304$7.1M0.66%+9,17913F-HRTimeline
Perigon Wealth Management, LLC68,774$7.04M0.13%+1,84813F-HRTimeline
Aznar Financial Advisors, LLC67,576$6.92M6.65%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,232$6.78M0.01%-59,10913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC65,703$6.73M0.01%+25,97213F-HRTimelineGroup
Bleakley Financial Group, LLC64,103$6.56M0.11%-82213F-HRTimeline
New Capital Management LP62,461$6.4M1.61%-1,20613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding62,258$6.38M+349Timeline
Alhambra Investment Management LLC61,399$6.29M2.92%+3,62713F-HRTimeline
Straight Path Wealth Management60,175$6.16M1.66%+2,67113F-HRTimeline
B. Riley Wealth Advisors, Inc.60,078$6.15M0.29%-3,52813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …59,856$6.13M0.05%13F-HR/ATimelineGroup
City State Bank59,331$6.07M1.66%-41213F-HRTimeline
Kure Advisory, LLC59,052$6.05M3.38%+4,08213F-HRTimeline
Fischer Financial Services, Inc.58,092$5.95M1.57%+92413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,652$5.9M<0.01%+5,03413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.57,001$5.84M0.01%-5,97513F-HRTimelineGroup
FLOW TRADERS U.S. LLC57,001$5.84M0.19%new13F-HRTimeline
CIBC WORLD MARKET INC.56,918$5.83M0.01%+4,08913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV56,172$5.75M0.36%+83513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding56,007$5.73M+5,666Timeline
Friedenthal Financial54,894$5.62M2.9%+4,07113F-HRTimeline
Performance Wealth Partners, LLC54,364$5.57M0.15%+98113F-HRTimeline
NorthCrest Asset Manangement, LLC54,211$5.56M0.12%+1,23013F-HRTimeline
Cornerstone Financial Group, LLC /NE/54,243$5.55M3.88%+4,98913F-HRTimeline
Arlington Financial Advisors, LLC53,953$5.52M0.79%new13F-HRTimeline
Advisory Services Network, LLC53,933$5.52M0.08%-13113F-HRTimeline
Family Legacy Financial Solutions, LLC53,899$5.52M4.25%+6,55213F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC53,720$5.5M2.37%+12,67013F-HRTimeline
Sanctuary Advisors, LLC52,213$5.35M0.03%+3,81613F-HRTimeline
Wealthspire Retirement, LLC51,317$5.25M0.32%+11,61213F-HRTimeline
Altiora Financial Group, LLC50,984$5.22M0.9%+1,45213F-HRTimeline
Ashton Thomas Private Wealth, LLC50,204$5.14M0.13%-7,89713F-HRTimeline
IFP Advisors, Inc48,960$5.01M0.11%+2,51313F-HRTimeline
Private Advisor Group, LLC48,600$4.98M0.02%-3,06213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC47,602$4.87M0.54%-3,06813F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE46,876$4.8M1.25%+2,78413F-HRTimeline
Slow Capital, Inc.46,457$4.76M0.57%+9,03813F-HRTimeline
Stone Summit Wealth LLC45,869$4.7M1.27%+2,21413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,618$4.67M0.03%-11,20713F-HRTimelineGroup