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Disclosery

STIP ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 46 13F filers report a position in STIP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC1,278,077$127M0.9%+159,58613F-HRTimeline
ROCKLAND TRUST CO260,716$26M0.99%+8,70013F-HRTimeline
KWMG, LLC192,237$19.2M1.38%+12,09613F-HRTimeline
Galvin, Gaustad & Stein, LLC135,593$13.5M1.02%-1,44213F-HRTimeline
Family Legacy Financial Solutions, LLC128,404$12.8M7.41%+13,52213F-HRTimeline
Boltwood Capital Management94,575$9.43M2.13%+61,43513F-HRTimeline
MJT & Associates Financial Advisory Gro…84,420$8.42M5.44%+5,69113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…75,452$7.52M1.07%+71,96913F-HRTimeline
Kure Advisory, LLC69,559$6.94M3.2%+4,93213F-HRTimeline
Lake Hills Wealth Management, LLC47,063$4.69M2.16%-58813F-HRTimeline
Echo45 Advisors LLC37,882$3.78M1.72%+1,37113F-HRTimeline
Breakwater Capital Group33,157$3.31M0.39%+45213F-HRTimeline
Martin Capital Partners, LLC32,509$3.24M1.16%+27213F-HRTimeline
Investment Partners Asset Management, I…32,240$3.21M1.74%+2,52713F-HRTimeline
Mendota Financial Group, LLC24,492$2.44M1.51%+3,30113F-HRTimeline
Montecito Bank & Trust23,470$2.34M0.35%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…23,412$2.33M0.2%-7,63713F-HRTimelineGroup
Marotta Asset Management17,033$1.7M0.29%+2,72413F-HRTimeline
Successful Portfolios LLC16,932$1.69M0.78%+2913F-HRTimeline
ALKEME WEALTH, LLC13,472$1.34M0.51%new13F-HRTimeline
Canandaigua National Trust Co of Florida10,429$1.04M0.57%13F-HRTimeline
Matrix Trust Co7,741$772K0.11%-48213F-HRTimeline
Factor Wealth Management LTD7,317$729K0.11%+82213F-HRTimeline
Wedmont Private Capital6,432$644K0.02%-74313F-HRTimeline
McNaughton Wealth Management, LLC6,279$626K0.22%+44813F-HRTimeline
Cadent Capital Advisors, LLC6,034$602K0.13%-7113F-HRTimeline
Cassilly Financial Group LLC5,625$561K0.38%+1,06113F-HRTimeline
FC Advisory LLC5,562$555K0.15%+5913F-HRTimeline
BOS Asset Management, LLC4,859$484K0.11%+1913F-HRTimeline
SigFig Wealth Management, LLC4,795$478K0.01%+21113F-HRTimeline
Ridgewood Investments LLC4,592$458K0.17%-4,72813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,538$353K0.04%-213F-HRTimeline
Avidian Wealth Enterprises, LLC3,209$320K0.01%new13F-HRTimeline
Apella Capital, LLC3,184$319K<0.01%-30013F-HRTimeline
Balefire, LLC2,807$280K0.04%new13F-HRTimeline
Independence Financial Advisors, LLC2,667$266K0.07%+313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,570$156K0.04%+13213F-HRTimeline
GK Wealth Management LLC1,363$136K0.08%new13F-HRTimeline
CoreCap Advisors, LLC1,242$124K<0.01%-1613F-HRTimeline
Horizons Wealth Management1,067$106K0.07%13F-HRTimeline
Retirement Wealth Solutions LLC260$25.9K0.01%-11213F-HRTimeline
Valeo Financial Advisors, LLC18,332$19.9K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC166$16.6K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.140$14K0.01%013F-HRTimeline
Deane Retirement Strategies, Inc.20$1.99K<0.01%-190,86013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5$499<0.01%013F-HRTimeline