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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 2026-03-31, 116,213,330 shares in all. 83 filers opened a position and 76 filers sold out during the quarter.

Managers
754
13F filers
766
New
83
Added
333
Reduced
241
Sold out
76
Shares held by filers
116,213,330

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.42,279,068$4.37B0.08%+12,146,23613F-HRTimelineGroup
Betterment LLC4,487,580$464M0.88%+115,71113F-HRTimeline
LPL Financial LLC3,123,669$323M0.09%+320,51413F-HRTimeline
Modera Wealth Management, LLC2,442,854$253M3.03%+163,58613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,409,803$249M4.32%+153,94813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,785,559$185M0.01%+193,56313F-HRTimelineGroup
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…1,560,200$161M5.65%+830,20013F-HRTimeline
Main Management Fund Advisors LLCin group Main Management ETF Advisors,…2,480,600$152M12.76%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,453,255$150M1.85%+1,231,20313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,333,398$138M0.01%-2,036,09113F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,263,984$131M+64,914Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,163,284$120M0.6%+44,14813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,143,196$118M+264,304Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,014,679$105M+749,802Timeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP983,845$102M3.83%-306,27013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC973,318$101M0.02%+137,87413F-HR/ATimelineGroup
SCS Capital Management LLC967,994$100M1.06%+425,00813F-HRTimeline
Farther Finance Advisors, LLC946,212$97.6M0.92%+207,68813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO942,661$97.5M0.01%-410,86613F-HR/ATimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO935,426$96.8M1.44%+21,09713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC917,536$94.9M9.49%+57,47813F-HRTimeline
Tortoise Investment Management, LLC840,231$86.9M7.18%+273,72813F-HRTimeline
Destination Wealth Management825,668$85.4M2.22%+27,64113F-HRTimeline
MASECO LLP774,850$80.1M2.51%+41,34213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC772,578$79.9M0.02%+34,36413F-HRTimelineGroup
M. Kulyk & Associates, LLC726,680$75.2M14.03%+197,08713F-HRTimeline
Haverford Trust Co708,230$73.3M0.67%+41,70013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP652,613$67.5M<0.01%-4,81813F-HRTimelineGroup
Dynasty Wealth Management, LLC650,096$67.2M0.59%-444,15913F-HRTimeline
Beacon Pointe Advisors, LLC640,243$66.2M0.35%+83,57213F-HRTimeline
KEATING INVESTMENT COUNSELORS INC637,361$65.9M16.33%+66,55913F-HRTimeline
Quotient Wealth Partners, LLC634,015$65.6M1.73%-429,79913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC629,364$64.9M0.09%-4,08213F-HRTimelineGroup
Abacus Planning Group, Inc.602,288$62.3M8.39%+56,69013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN565,736$58.5M0.01%+3,69313F-HR/ATimelineGroup
MARTIN & CO INC /TN/537,540$55.6M9.46%013F-HRTimeline
3EDGE Asset Management, LP528,613$54.7M2.64%-587,08913F-HRTimeline
FMR LLCin group FMR LLC527,406$54.5M<0.01%-2,106,95113F-HRTimelineGroup
Amplius Wealth Advisors, LLC510,301$52.8M4.4%+27,60313F-HRTimeline
Empowered Funds, LLC508,001$52.4M0.33%-8,63913F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.505,346$52.3M1.14%-12,49213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…481,437$49.8M0.03%+150,00913F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/469,722$48.6M8.44%+62,45813F-HRTimeline
Cetera Investment Advisers453,628$46.9M0.05%+7,35613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV429,384$44.4M0.07%+356,27313F-HRTimeline
LVW Advisors, LLC418,646$43.3M4.22%+10,21213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC407,325$42.1M2.23%+6,86213F-HRTimeline
ALTFEST L J & CO INC391,581$40.5M4.33%+9,99013F-HRTimeline
Modern Wealth Management, LLC351,679$36.3M0.62%-85,00513F-HRTimeline
CENTRAL TRUST Co348,215$36M0.71%-14,41913F-HRTimeline
SUMMITRY LLC335,086$34.7M1.22%-12,67613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC317,303$32.8M<0.01%+139,74513F-HRTimelineGroup
AMJ Financial Wealth Management314,997$32.6M7.72%new13F-HRTimeline
Kelman-Lazarov, Inc.311,471$32.2M4.62%+8,45613F-HRTimeline
Austin Asset Management Co Inc310,550$32.1M5.28%+20,46413F-HRTimeline
World Investment Advisors308,576$31.9M0.51%-36,61513F-HRTimeline
EVOKE WEALTH, LLC306,484$31.7M0.58%+50,81913F-HRTimeline
Prime Capital Investment Advisors, LLC302,644$31.3M0.36%+13,13413F-HRTimeline
NewEdge Advisors, LLC285,672$29.5M0.11%+107,90313F-HR/ATimeline
Creative Planningin group Creative Planning274,824$28.4M0.02%-17,34513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding272,740$28.2M+12,744Timeline
Opus Capital Group, LLC268,570$27.8M2.99%new13F-HRTimeline
HighTower Advisors, LLC258,893$26.8M0.03%+3,70813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.256,561$26.5M0.04%+36,83313F-HRTimelineGroup
Seneca Financial Advisors LLC248,663$25.7M7.54%+14,27813F-HRTimeline
ProVise Management Group, LLC237,320$24.5M1.77%+10,97513F-HRTimeline
ROCKLAND TRUST CO236,135$24.4M0.98%+4,47813F-HRTimeline
MAI Capital Management235,506$24.4M0.14%+5,27513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA231,665$24M<0.01%+31,94113F-HRTimelineGroup
NorthRock Partners, LLC227,876$23.6M0.38%+8,25213F-HRTimeline
SYON CAPITAL LLC225,964$23.4M1.18%new13F-HRTimeline
SoundView Advisors Inc.218,439$22.6M8.04%+8,17513F-HRTimeline
Walker Financial Services, Inc.215,048$22.2M7.61%+27,11613F-HRTimeline
Integrated Wealth Concepts LLC212,212$21.9M0.18%+47,43613F-HRTimeline
Stordahl Capital Management, Inc.211,973$21.9M4.52%+4,88013F-HRTimeline
Pure Financial Advisors, LLC210,983$21.8M0.31%-2,31713F-HRTimeline
AE Wealth Management LLC204,023$21.1M0.11%+197,26313F-HRTimeline
Deane Retirement Strategies, Inc.198,076$20.5M8.24%+197,98013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.194,455$20.1M2.8%+11,53913F-HRTimeline
DDFG, Inc192,015$19.9M4.28%+5,66113F-HRTimeline
Portland Global Advisors LLC190,454$19.7M2.1%+3,52313F-HRTimeline
Parcion Private Wealth LLC190,109$19.7M1.22%+3,28613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …186,235$19.3M3.43%+5,80313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC181,566$18.8M0.4%+73513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC181,263$18.7M0.58%+3,45413F-HRTimeline
Elm Partners Management LLC179,257$18.5M0.8%-249,34613F-HRTimeline
Stadion Money Management, LLC178,430$18.5M1.86%-1,79913F-HRTimeline
KWMG, LLC173,959$18M1.5%+6,30813F-HRTimeline
Cambridge Investment Research Advisors,…173,642$18M0.05%-20,56313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC171,466$17.7M5.56%+66313F-HRTimeline
Empirical Financial Services, LLC d.b.a…170,271$17.6M0.31%-3,55913F-HRTimeline
NorthCoast Asset Management LLC168,427$17.4M0.4%+88,93413F-HRTimeline
Prime Buchholz LLC162,116$16.8M8.76%+60,20213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp158,604$16.4M<0.01%+25,50313F-HRTimelineGroup
Northland Capital Management LLC158,107$16.4M8.94%+59,41513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…157,585$16.3M0.01%-9,56313F-HRTimelineGroup
BIP Wealth, LLC154,557$16M0.65%+7,95013F-HRTimeline
Valmark Advisers, Inc.153,892$15.9M0.19%+27813F-HRTimeline
AJ Advisors, LLC147,499$15.3M5.66%+5,50413F-HRTimeline
MML INVESTORS SERVICES, LLC146,143$15.1M0.04%+11,99513F-HRTimeline
American Money Management, LLC143,521$14.8M2.35%+5,24013F-HRTimeline
JSF Financial, LLC142,972$14.8M2.9%-73,99813F-HRTimeline
Ethos Financial Group, LLC141,659$14.7M1.07%+5,98913F-HRTimeline
Amundiin group Amundi138,000$14.3M<0.01%013F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC137,889$14.3M5.92%+133,03813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…180,449$14.1M0.03%-45,41813F-HRTimeline
Galvin, Gaustad & Stein, LLC135,121$14M1.12%-2,36413F-HRTimeline
Orion Porfolio Solutions, LLC134,598$13.9M0.12%+13,16613F-HRTimeline
Collaborative Wealth Managment Inc.132,483$13.7M6.31%+99,65713F-HRTimeline
Ethos Capital Management, Inc.130,714$13.5M11.6%+22,03513F-HRTimeline
Park Edge Advisors, LLC130,686$13.5M3.12%+4,78513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.130,487$13.5M0.88%+3,70013F-HRTimelineGroup
MCMORGAN & CO LLC128,603$13.3M2.15%+3,14513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP126,645$13M0.02%-3,20913F-HRTimelineGroup
Portfolio Design Labs, LLC121,334$12.5M2.23%+26,65413F-HRTimeline
Discipline Wealth Solutions, LLC120,138$12.4M1.31%+24,35513F-HRTimeline
Insight Wealth Strategies, LLC118,544$12.3M1.37%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC117,444$12.1M0.1%-10,47613F-HRTimelineGroup
Prasad Wealth Partners, LLC117,335$12.1M3.3%+1,87613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP115,282$11.9M0.01%-19,94313F-HRTimelineGroup
Holcombe Financial, Inc.115,158$11.9M7%+6,32013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC111,829$11.6M3.38%new13F-HRTimeline
Waverly Advisors, LLC111,764$11.6M0.09%+104,72813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.110,737$11.5M0.47%+11,70313F-HRTimeline
Talon Private Wealth, LLC110,494$11.4M1.52%13F-HRTimeline
First National Trust Co107,629$11.1M0.38%-40,23113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC107,021$11.1M0.02%-5,68213F-HRTimeline
Alesco Advisors, LLC, An ESL Co105,629$10.9M0.28%+1,42013F-HRTimeline
COURIER CAPITAL LLC102,667$10.6M0.59%-6413F-HR/ATimeline
MGO ONE SEVEN LLC102,602$10.6M0.21%+3,77513F-HRTimeline
Financial Plan, Inc.102,298$10.6M1.13%+4,60313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC100,281$10.4M0.36%+20,65613F-HRTimelineGroup
Greenline Partners, LLC99,023$10.2M1.1%-58113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding98,416$10.2M+36,158Timeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV98,340$10.2M0.16%+4,48713F-HR/ATimeline
Columbus Macro, LLC96,176$9.95M1.06%+3,88913F-HRTimeline
Greenwich Wealth Management LLC95,911$9.92M0.4%new13F-HRTimeline
Summit Trail Advisors, LLC95,580$9.89M0.14%+3,51013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…95,327$9.86M0.02%-2,40113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management92,748$9.59M0.11%+12813F-HRTimelineGroup
FIRST HORIZON CORP91,124$9.42M0.39%+22513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT90,663$9.38M2.77%+5,96013F-HRTimeline
Trivant Custom Portfolio Group, LLC89,914$9.3M5.1%new13F-HRTimeline
Lutz Financial Services LLC89,402$9.25M0.62%+6,01913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/89,194$9.23M<0.01%+59,16913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP88,617$9.14M<0.01%+30,96513F-HRTimelineGroup
Clear Creek Financial Management, LLC86,432$8.94M0.69%-3,67413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC83,535$8.64M5.45%+5,07813F-HRTimeline
Financial Planning Navigators CORP83,353$8.62M3.78%+1,74813F-HRTimeline
Canal Capital Management, LLC82,970$8.58M1.16%new13F-HRTimeline
BLAIR WILLIAM & CO/IL81,919$8.47M0.02%-39013F-HRTimeline
Sugar Maple Asset Management, LLC79,596$8.23M5%+6,05113F-HRTimeline
First Trust Bank, Ltd.78,354$8.1M15.93%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV78,044$8.07M0.42%+1,56113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV77,939$8.06M3.87%+55513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC77,360$8M0.04%+46,97813F-HRTimelineGroup
Equita Financial Network, Inc.77,352$8M2.52%-17913F-HRTimeline
MJT & Associates Financial Advisory Gro…76,827$7.95M5.83%+6,61313F-HRTimeline
Western Reserve Capital Management, LLC75,678$7.83M6.42%+2,89613F-HRTimeline
Integris Wealth Management, LLC72,797$7.53M1.73%+1,00913F-HRTimeline
Private Advisory Group LLC70,266$7.27M0.51%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding69,713$7.21M+13,706Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…68,268$7.06M0.09%+50,08513F-HRTimelineGroup
Perigon Wealth Management, LLC68,258$7.06M0.13%-51613F-HRTimeline
Quadcap Wealth Management, LLC68,208$7.05M0.8%-2,45413F-HRTimeline
Lake Hills Wealth Management, LLC67,987$7.03M3.93%-26,55513F-HRTimeline
Straight Path Wealth Management66,761$6.91M1.84%+6,58613F-HRTimeline
Family Legacy Financial Solutions, LLC66,627$6.87M5.57%+12,72813F-HRTimeline
McIlrath & Eck, LLC65,935$6.82M0.51%-3,36913F-HRTimeline
Alhambra Investment Management LLC64,544$6.68M3.08%+3,14513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE62,917$6.51M1.63%+16,04113F-HRTimeline
Bleakley Financial Group, LLC62,651$6.48M0.1%-1,45213F-HRTimeline
IFP Advisors, Inc61,799$6.39M0.13%+12,83913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,673$6.38M0.07%+58,87913F-HRTimelineGroup
Kure Advisory, LLC61,377$6.35M3.46%+2,32513F-HRTimeline
City State Bank61,140$6.32M1.64%+1,80913F-HRTimeline
B. Riley Wealth Advisors, Inc.59,223$6.12M0.4%-85513F-HRTimeline
Fischer Financial Services, Inc.59,062$6.11M2.05%+97013F-HRTimeline
Estate Counselors, LLC58,525$6.05M0.54%new13F-HRTimeline
Friedenthal Financial57,336$5.93M2.98%+2,44213F-HRTimeline
Cornerstone Financial Group, LLC /NE/55,960$5.8M3.72%+1,71713F-HRTimeline
Sanctuary Advisors, LLC56,020$5.79M0.03%+3,80713F-HRTimeline
Advisory Services Network, LLC56,015$5.79M0.08%+2,08213F-HRTimeline
Arkadios Wealth Advisors55,442$5.73M0.09%new13F-HRTimeline
Summit Financial, LLC55,418$5.73M0.07%+48,04713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.55,719$5.71M0.04%+10,10113F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC55,070$5.7M2.31%+1,35013F-HRTimeline
Performance Wealth Partners, LLC53,904$5.58M0.16%-46013F-HRTimeline
Wealthspire Retirement, LLC52,188$5.4M0.32%+87113F-HRTimeline
New Capital Management LP51,455$5.32M1.31%-11,00613F-HRTimeline
Private Advisor Group, LLC51,380$5.31M0.02%+2,78013F-HRTimeline
Altiora Financial Group, LLC50,984$5.27M0.87%013F-HRTimeline
SEMITAM BONAM LLC49,874$5.16M4.22%+4,35513F-HRTimeline
Slow Capital, Inc.49,494$5.12M0.66%+3,03713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC49,271$5.1M0.88%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,030$5.07M0.01%-17,20213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC48,923$5.06M0.12%-1,28113F-HRTimeline
CIBC WORLD MARKET INC.48,839$5.05M0.01%-8,07913F-HRTimeline
Vigilare Wealth Management48,562$5.02M1.7%+30,71413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV48,131$4.98M0.3%-8,04113F-HRTimeline