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Disclosery

TIP ISHARES TR

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SHS (fund)

1,006 managers (1,017 13F filers) reported a position in TIP shares at 2024-12-31, 93,767,531 shares in all. 72 filers opened a position and 82 filers sold out during the quarter.

Managers
1,006
13F filers
1,017
New
72
Added
274
Reduced
443
Sold out
82
Shares held by filers
93,767,531

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Orion Portfolio Solutions, LLC32,905$3.51M0.03%-123,27513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc32,903$3.51M<0.01%+5,10013F-HRTimelineGroup
AMG National Trust Bank32,820$3.5M0.1%-4,50713F-HRTimeline
Waverly Advisors, LLC32,706$3.48M0.05%-3,36913F-HRTimeline
Lake Hills Wealth Management, LLC32,516$3.46M2.37%-6,41413F-HRTimeline
IFP Advisors, Inc32,102$3.42M0.11%+23,78013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,848$3.39M0.02%+1,16013F-HRTimelineGroup
AE Wealth Management LLC31,701$3.38M0.03%-32,38913F-HRTimeline
Sigma Planning Corp31,636$3.37M0.11%-3,91113F-HRTimeline
FLOW TRADERS U.S. LLC30,439$3.24M0.13%-114,16913F-HRTimeline
Portside Wealth Group, LLC30,325$3.23M0.54%+1,48313F-HR/ATimeline
Stephenson & Company, Inc.30,300$3.23M2.17%+1,83513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC29,897$3.19M0.12%+61913F-HRTimeline
Trek Financial, LLC29,679$3.16M0.24%-2,19413F-HRTimeline
Rothschild Wealth LLC29,602$3.15M0.92%-81,42313F-HRTimeline
Impact Partnership Wealth, LLC29,587$3.15M0.64%-7,21213F-HRTimeline
Bragg Financial Advisors, Inc29,497$3.14M0.13%-57113F-HRTimeline
Welch & Forbes LLC29,430$3.14M0.04%+7,00813F-HRTimeline
PKS Advisory Services, LLC29,316$3.12M0.78%13F-HRTimeline
NorthCrest Asset Manangement, LLC28,982$3.09M0.09%-6,99213F-HR/ATimeline
SigFig Wealth Management, LLC28,760$3.06M0.11%+1,49113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC28,683$3.06M<0.01%-27,79213F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC28,518$3.04M0.01%+6,72313F-HRTimelineGroup
TrinityPoint Wealth, LLC27,975$2.98M0.42%+71013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC27,695$2.95M0.02%+1,39113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC27,626$2.94M0.04%-1,50213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC27,605$2.94M0.27%-7,18013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,421$2.92M0.01%-4,24713F-HRTimeline
Ascent Wealth Partners, LLC26,652$2.84M0.38%-10613F-HRTimeline
Arax Advisory Partners26,351$2.81M0.18%+5,13213F-HRTimeline
Strategic Financial Concepts, LLC26,078$2.78M0.53%new13F-HR/ATimeline
Arete Wealth Advisors, LLC26,050$2.78M0.2%-7,70213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,965$2.77M0.29%-3,17513F-HRTimeline
Curran Financial Partners, LLC25,946$2.76M0.73%+7,56913F-HRTimeline
Samalin Investment Counsel, LLC25,799$2.75M1.18%-25613F-HRTimeline
Advisory Services Network, LLC25,540$2.72M0.05%-6,02313F-HRTimeline
WASHINGTON TRUST Co25,527$2.72M0.1%-1,48813F-HRTimeline
Humankind Investments LLC25,500$2.72M0.69%013F-HRTimeline
SCRATCH CAPITAL LLC25,228$2.69M3.28%13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP25,054$2.67M0.24%-1,31413F-HRTimeline
Sterling Financial Planning, Inc.25,000$2.66M0.98%+10,34513F-HRTimeline
MassMutual Private Wealth & Trust, FSB24,926$2.66M0.07%+6,07813F-HRTimeline
CIBC WORLD MARKET INC.24,659$2.63M0.01%+10813F-HRTimeline
NWAM LLC24,626$2.62M0.16%+10,34713F-HRTimeline
Betterment LLC24,370$2.6M0.01%+4,08013F-HRTimeline
Private Advisory Group LLC24,095$2.57M0.29%new13F-HR/ATimeline
Avos Capital Management, LLC23,617$2.55M2.06%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,743$2.53M<0.01%+7,95713F-HRTimelineGroup
CW Advisors, LLC23,710$2.53M0.03%-4,92813F-HRTimeline
Perigon Wealth Management, LLC23,518$2.52M0.06%-1,28313F-HRTimeline
Bull Street Advisors, LLC23,323$2.48M1.2%-3,20013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\22,557$2.4M<0.01%-27,15313F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC22,487$2.4M0.03%-2,30713F-HRTimeline
Zhang Financial LLC22,319$2.38M0.14%-7713F-HRTimeline
Allworth Financial LP22,092$2.37M0.01%-14,32913F-HRTimeline
Larson Financial Group LLC22,124$2.36M0.12%-2,75613F-HRTimeline
TI-TRUST, INC21,985$2.34M1.57%+14713F-HRTimeline
CFS Investment Advisory Services, LLC21,778$2.32M0.21%+2,90313F-HRTimeline
Hughes Financial Services, LLC21,714$2.31M0.48%13F-HRTimeline
Golden Bell Financial Planning LLC21,600$2.3M2.31%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC21,394$2.28M0.19%+5,37813F-HRTimeline
Cordant, Inc.21,278$2.27M1.19%+1,95113F-HRTimeline
Independent Family Office, LLC20,349$2.17M1.13%-513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP20,273$2.16M0.03%-23,15913F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…20,201$2.15M0.07%+4,58013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC20,195$2.15M0.39%new13F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …20,023$2.13M0.27%-58,85713F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …19,894$2.12M0.04%+8,57513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,852$2.12M0.15%-1,59713F-HRTimeline
WealthCollab, LLC19,796$2.11M1.35%-97413F-HRTimeline
Ausdal Financial Partners, Inc.19,561$2.08M0.18%new13F-HRTimeline
Stone Summit Wealth LLC19,333$2.06M0.69%+113F-HRTimeline
Fortune Financial Advisors, LLC19,246$2.05M1.86%-35413F-HRTimeline
Mutual Advisors, LLC19,127$2.05M0.06%-4,96613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding19,094$2.03M-2,706Timeline
EP Wealth Advisors, LLC18,892$2.01M0.02%-2,50513F-HRTimeline
Cannon Financial Strategists, Inc.18,731$2M0.34%+62013F-HRTimeline
MGO ONE SEVEN LLC18,719$1.99M0.08%-14,12313F-HRTimeline
Visionary Wealth Advisors18,666$1.99M0.12%-1,62013F-HRTimeline
W1M Asset Management Ltd18,576$1.98M0.17%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC18,446$1.97M1.75%13F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,211$1.94M<0.01%+13,56613F-HRTimeline
American Investment Services, Inc.18,096$1.93M0.34%+37013F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,856$1.9M<0.01%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.17,519$1.87M0.01%013F-HRTimelineGroup
Foundation Wealth Management, LLC\PA17,471$1.86M0.9%13F-HRTimeline
Ellis Investment Partners, LLC17,370$1.85M0.36%-1,31813F-HRTimeline
Centered Wealth LLC dba Miller Equity C…17,350$1.85M0.71%+61013F-HRTimeline
VestGen Investment Management17,327$1.85M0.5%new13F-HRTimeline
Snowden Capital Advisors LLC17,154$1.83M0.06%-61813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC17,017$1.81M0.01%+11213F-HRTimelineGroup
Courage Miller Partners, LLC16,888$1.8M0.62%013F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/16,825$1.79M1.82%-7713F-HRTimeline
Integrated Advisors Network LLC16,736$1.78M0.09%-28813F-HRTimeline
Wallace Advisory Group, LLC16,025$1.77M1.22%+7,36613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC16,489$1.76M0.37%-1,19213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,452$1.75M0.06%-42013F-HRTimeline
Minot DeBlois Advisors LLC16,337$1.74M1.59%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,240$1.73M0.05%-1,09113F-HRTimeline
Financial Advocates Investment Manageme…16,061$1.71M0.1%-3,27313F-HRTimeline
Darden Wealth Group Inc16,050$1.71M1.15%-27813F-HRTimeline
HARBOUR INVESTMENTS, INC.15,837$1.69M0.05%-36713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,715$1.67M0.11%-1,77213F-HRTimelineGroup
City State Bank15,495$1.65M0.58%-7513F-HRTimeline
Pflug Koory, LLC15,348$1.64M0.83%+21013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC15,256$1.63M0.6%+7513F-HRTimeline
Blue Fin Capital, Inc.15,218$1.62M0.3%-28713F-HRTimeline
E&G Advisors, LLC15,090$1.61M0.44%-98913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,876$1.59M0.02%-86613F-HRTimelineGroup
BRIGHTON JONES LLC14,855$1.58M0.05%+1,10213F-HR/ATimeline
Alesco Advisors, LLC, An ESL Co14,829$1.58M0.05%-24013F-HRTimeline
CPA Asset Management Group, LLC14,657$1.56M0.73%-3513F-HRTimeline
Capital Investment Advisors, LLC14,603$1.56M0.03%-47413F-HRTimeline
William Howard & Co Financial Advisors …14,563$1.55M1.4%-2,35113F-HRTimeline
Procyon Advisors, LLC14,531$1.55M0.1%-26213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …14,512$1.55M0.13%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC14,503$1.55M0.02%-1,93813F-HRTimeline
Archvest Wealth Advisors, Inc.14,457$1.54M1.12%+35813F-HRTimeline
Treynor Bancshares, Inc.14,175$1.51M1.59%-1,11013F-HRTimeline
Freedom Investment Management, Inc.13,991$1.49M0.12%-43613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,811$1.47M-603Timeline
SBI Securities Co., Ltd.13,684$1.46M0.04%13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC13,638$1.45M0.65%13F-HRTimeline
SignalPoint Asset Management, LLC13,555$1.44M0.35%-3,21913F-HRTimeline
LVW Advisors, LLC13,492$1.44M0.18%new13F-HRTimeline
Patton Albertson Miller Group, LLC13,480$1.44M0.19%-6,05913F-HRTimeline
Financial Engines Advisors L.L.C.13,427$1.43M<0.01%+99513F-HRTimeline
Perissos Private Wealth Management, LLC13,419$1.43M1.07%-18013F-HRTimeline
180 WEALTH ADVISORS, LLC13,336$1.42M0.22%+3,15013F-HRTimeline
Sandy Spring Bank13,228$1.41M0.06%-1,46713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding13,050$1.39M+2,831Timeline
COURIER CAPITAL LLC12,912$1.38M0.09%-78013F-HRTimeline
Pine Valley Investments Ltd Liability Co12,805$1.36M0.09%-1,37713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,641$1.35M0.04%-80513F-HRTimelineGroup
FIDUCIENT ADVISORS LLC12,556$1.34M0.17%+95813F-HRTimeline
FIRST AMERICAN TRUST, FSB12,436$1.33M0.13%+2,61913F-HRTimeline
Summit Wealth Group, LLC12,328$1.31M0.38%-2,16913F-HRTimeline
Addison Capital Co12,314$1.31M0.52%-23713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,266$1.31M0.02%-3,85413F-HRTimelineGroup
WESBANCO BANK INC12,175$1.3M0.04%-5,65713F-HRTimeline
PFG Investments, LLC12,067$1.29M0.08%-4,24813F-HRTimeline
WEDBUSH SECURITIES INC12,047$1.28M0.05%-71313F-HRTimeline
NORDEN GROUP LLC12,007$1.28M0.14%+4,01413F-HRTimeline
Texas Bank & Trust Co11,831$1.26M0.52%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,821$1.26M0.02%013F-HRTimelineGroup
Strategic Wealth Investment Group, LLC11,723$1.25M0.14%-1,07513F-HR/ATimeline
Creative Capital Management Investments…11,716$1.25M0.52%-44013F-HRTimeline
Arcataur Capital Management LLC11,704$1.25M0.42%-3213F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC11,671$1.24M0.09%+12313F-HRTimeline
CALTON & ASSOCIATES, INC.11,653$1.24M0.55%-2,14213F-HRTimeline
GTS SECURITIES LLC11,644$1.24M0.06%-4,03413F-HRTimeline
Sovereign Financial Group, Inc.11,637$1.24M0.28%-73313F-HRTimeline
HRT FINANCIAL LP11,628$1.24M0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,618$1.24M0.09%-60913F-HRTimeline
Kingsview Wealth Management, LLC11,595$1.24M0.02%-13,82613F-HRTimeline
CHOREO, LLC11,580$1.23M0.02%-74813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,553$1.23M0.04%+7,25213F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC11,536$1.23M0.53%013F-HRTimeline
Biondo Investment Advisors, LLC11,518$1.23M0.17%+21313F-HRTimeline
Koshinski Asset Management, Inc.11,516$1.23M0.11%-54713F-HRTimeline
Grey Fox Wealth Advisors, LLC11,458$1.22M0.33%-1413F-HRTimeline
Shepherd Financial Partners LLC11,435$1.22M0.15%-14713F-HRTimeline
BEARING POINT CAPITAL, LLC11,410$1.22M0.25%13F-HRTimeline
Madden Advisory Services, Inc.11,365$1.21M0.56%+33513F-HRTimeline
Soltis Investment Advisors LLC11,359$1.21M0.11%-68213F-HRTimeline
Crabel Capital Management, LLC11,305$1.2M3.91%-67,05913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,256$1.2M0.07%+1,01813F-HR/ATimelineGroup
Csenge Advisory Group11,121$1.18M0.06%+4,46913F-HRTimeline
B. Riley Wealth Advisors, Inc.11,035$1.18M0.04%-1,66913F-HRTimeline
Independent Advisor Alliance11,011$1.17M0.02%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,007$1.17M0.02%-4,80313F-HRTimeline
Jacobi Capital Management LLC10,785$1.15M0.09%+15113F-HRTimeline
MAI Capital Management10,785$1.15M0.01%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC10,783$1.15M0.07%-17813F-HRTimeline
Compagnie Lombard Odier SCmA10,650$1.13M0.02%new13F-HRTimeline
Compound Planning, Inc.10,625$1.13M0.06%-1,43813F-HRTimeline
Fairway Wealth LLC10,622$1.13M0.51%+19913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV10,424$1.11M0.34%+64113F-HRTimeline
WOLVERINE TRADING, LLC10,410$1.11M0.02%+3,47913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,404$1.11M0.24%+5213F-HRTimeline
BOS Asset Management, LLC10,367$1.1M0.4%013F-HRTimeline
Chemistry Wealth Management LLC10,256$1.09M0.26%+1,49213F-HRTimeline
Glass Jacobson Investment Advisors llc10,179$1.08M0.36%-88113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wilmington Savings Fund Society, FSB10,160$1.08M0.02%013F-HRTimeline
American Financial Advisors, LLC10,120$1.08M0.15%-31213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,118$1.08M0.57%-1,29313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,105$1.08M0.23%-2,00813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,099$1.08M<0.01%-3,26313F-HRTimelineGroup
TFB Advisors LLC10,049$1.07M0.31%new13F-HRTimeline
Global Retirement Partners, LLC10,040$1.07M0.03%+3,32013F-HRTimeline
Performance Wealth Partners, LLC10,037$1.07M0.03%-70213F-HRTimeline
Willow Creek Wealth Management Inc.10,030$1.07M0.11%-29413F-HRTimeline
SIG BROKERAGE, LP10,000$1.07M0.5%13F-HRTimeline
STOCK YARDS BANK & TRUST CO9,753$1.04M0.04%-50313F-HRTimeline
Fox Hill Wealth Management9,682$1.03M0.58%-8,97213F-HRTimeline
Farther Finance Advisors, LLC9,654$1.03M0.04%+72113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,607$1.03M0.08%new13F-HRTimelineGroup
Prosperity Consulting Group, LLC9,618$1.02M0.08%-6,53913F-HRTimeline
PINNACLE ASSOCIATES LTD9,473$1.01M0.01%-3313F-HRTimeline
Christensen, King & Associates Investme…9,461$1.01M0.47%-28713F-HRTimeline