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Disclosery

TIP ISHARES TR

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SHS (fund)

997 managers (1,006 13F filers) reported a position in TIP shares at 2025-03-31, 79,815,953 shares in all. 71 filers opened a position and 75 filers sold out during the quarter.

Managers
997
13F filers
1,006
New
71
Added
312
Reduced
410
Sold out
75
Shares held by filers
79,815,953

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EVERGREEN CAPITAL MANAGEMENT LLC34,536$3.84M0.13%+51013F-HRTimeline
FOSTER & MOTLEY INC34,380$3.82M0.24%+41013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…33,947$3.77M0.38%-2,06813F-HRTimelineGroup
WEALTH ALLIANCE, LLC33,537$3.73M0.45%-60913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,320$3.7M0.01%+5,89913F-HRTimeline
Evelyn Partners Investment Management (…33,268$3.7M1.38%-2,05213F-HR/ATimeline
Orion Porfolio Solutions, LLC33,015$3.67M0.04%+11013F-HRTimeline
Orion Portfolio Solutions, LLC33,015$3.67M0.04%+11013F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB33,001$3.67M0.11%+8,07513F-HRTimeline
Summit Financial, LLC33,001$3.67M0.1%-4913F-HRTimeline
Cornerstone Financial Group, LLC /NE/33,871$3.67M3.3%-53513F-HRTimeline
Advisor Resource Council33,547$3.64M0.29%new13F-HRTimeline
ADIRONDACK TRUST CO32,592$3.62M1.41%-3,82713F-HRTimeline
NewEdge Advisors, LLC32,190$3.58M0.02%-84213F-HRTimeline
Waverly Advisors, LLC32,083$3.56M0.04%-62313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,677$3.52M0.02%-17113F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …31,230$3.47M0.23%+16,71813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc31,263$3.47M<0.01%-1,64013F-HRTimelineGroup
AMG National Trust Bank31,149$3.46M0.1%-1,67113F-HRTimeline
SYKON CAPITAL LLC30,922$3.44M1.3%new13F-HRTimeline
Impact Partnership Wealth, LLC30,803$3.42M0.73%+1,21613F-HRTimeline
Sigma Planning Corp30,710$3.41M0.11%-92613F-HRTimeline
Stephenson & Company, Inc.30,377$3.37M2.19%+7713F-HRTimeline
J.W. COLE ADVISORS, INC.30,292$3.37M0.1%+21,91913F-HRTimeline
READYSTATE ASSET MANAGEMENT LP30,205$3.36M0.17%new13F-HRTimeline
Trek Financial, LLC30,091$3.34M0.24%+41213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30,180$3.34M<0.01%+6,43713F-HR/ATimelineGroup
Bragg Financial Advisors, Inc30,033$3.34M0.14%+53613F-HRTimeline
SigFig Wealth Management, LLC29,366$3.24M0.12%+60613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC28,959$3.22M0.12%-93813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC28,683$3.19M<0.01%013F-HR/ATimelineGroup
SAGE FINANCIAL GROUP INC28,387$3.15M0.25%-9,49313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC28,203$3.13M0.19%-7,33513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,737$3.13M0.01%-5,17213F-HR/ATimelineGroup
PKS Advisory Services, LLC27,932$3.1M0.85%-1,38413F-HRTimeline
GTS SECURITIES LLC27,771$3.09M0.13%+16,12713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC27,523$3.06M0.05%-10313F-HRTimeline
NWAM LLC27,471$3.05M0.26%+2,84513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC26,452$2.94M0.3%+48713F-HRTimeline
NorthCrest Asset Manangement, LLC26,323$2.92M0.09%-2,65913F-HRTimeline
Coastal Bridge Advisors, LLC26,180$2.91M0.26%new13F-HR/ATimeline
Heritage Trust Co26,163$2.91M0.35%-14,26413F-HRTimeline
Samalin Investment Counsel, LLC25,937$2.88M1.17%+13813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,683$2.85M<0.01%-13,99713F-HRTimelineGroup
Humankind Investments LLC25,500$2.83M0.74%013F-HRTimeline
Strategic Financial Concepts, LLC25,419$2.82M0.53%-65913F-HRTimeline
Ameraudi Asset Management, Inc.25,371$2.82M1.61%new13F-HRTimeline
SCRATCH CAPITAL LLC25,228$2.8M2.89%013F-HRTimeline
CIBC WORLD MARKET INC.24,755$2.75M0.01%+9613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC24,373$2.71M0.02%-3,32213F-HR/ATimelineGroup
LYELL WEALTH MANAGEMENT, LP24,213$2.69M0.25%-84113F-HRTimeline
Ascent Wealth Partners, LLC23,919$2.66M0.36%-2,73313F-HRTimeline
Beacon Pointe Advisors, LLC23,717$2.63M0.03%+1,23013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …23,576$2.62M0.05%+3,68213F-HRTimelineGroup
CFS Investment Advisory Services, LLC23,506$2.61M0.23%+1,72813F-HRTimeline
Farther Finance Advisors, LLC23,576$2.6M0.07%+13,92213F-HRTimeline
Arax Advisory Partners23,431$2.6M0.17%-2,92013F-HRTimeline
Minot DeBlois Advisors LLC23,361$2.6M2.59%+7,02413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC23,223$2.58M0.21%+1,82913F-HRTimeline
Cordant, Inc.22,989$2.55M1.33%+1,71113F-HRTimeline
Private Advisory Group LLC22,541$2.5M0.29%-1,55413F-HRTimeline
Avos Capital Management, LLC22,402$2.49M1.64%-1,21513F-HRTimeline
TI-TRUST, INC22,352$2.48M1.64%+36713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …22,447$2.48M0.2%+13,17913F-HRTimeline
Golden Bell Financial Planning LLC22,087$2.45M2.38%+48713F-HRTimeline
Stone Summit Wealth LLC22,074$2.45M0.83%+2,74113F-HRTimeline
CW Advisors, LLC21,819$2.42M0.03%-1,89113F-HRTimeline
Hughes Financial Services, LLC21,906$2.42M0.47%+19213F-HRTimeline
Bull Street Advisors, LLC21,678$2.41M1.15%-1,64513F-HRTimeline
Perigon Wealth Management, LLC21,562$2.4M0.06%-1,95613F-HRTimeline
Larson Financial Group LLC21,012$2.33M0.11%-1,11213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,956$2.33M<0.01%+3,10013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,617$2.29M<0.01%-1,94013F-HRTimelineGroup
AE Wealth Management LLC20,554$2.28M0.02%-11,14713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,929$2.2M+6,879Timeline
WealthCollab, LLC19,736$2.19M1.36%-6013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC19,400$2.16M<0.01%-19,10013F-HRTimeline
MGO ONE SEVEN LLC19,347$2.15M0.08%+62813F-HRTimeline
PFG Advisors19,330$2.15M0.12%+15,53513F-HRTimeline
Brookwood Investment Group LLC19,324$2.15M0.37%13F-HRTimeline
Ausdal Financial Partners, Inc.19,094$2.12M0.16%-46713F-HRTimeline
Zhang Financial LLC18,873$2.1M0.11%-3,44613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC18,687$2.08M0.94%+5,04913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,831$2.08M0.18%-8,77413F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.18,605$2.07M0.08%new13F-HRTimelineGroup
W1M Asset Management Ltd18,576$2.06M0.18%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,543$2.06M<0.01%+33213F-HRTimeline
Mutual Advisors, LLC18,741$2.06M0.06%-38613F-HRTimeline
Fortune Financial Advisors, LLC18,350$2.04M1.76%-89613F-HRTimeline
Cannon Financial Strategists, Inc.18,332$2.04M0.35%-39913F-HRTimeline
Visionary Wealth Advisors18,303$2.03M0.12%-36313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,300$2.03M<0.01%-140,93213F-HR/ATimelineGroup
WASHINGTON TRUST Co18,151$2.02M0.08%-7,37613F-HRTimeline
Independent Family Office, LLC17,936$1.99M1.05%-2,41313F-HRTimeline
American Investment Services, Inc.17,822$1.98M0.35%-27413F-HRTimeline
EP Wealth Advisors, LLC17,802$1.98M0.02%-1,09013F-HRTimeline
Matrix Trust Co17,562$1.95M0.33%+15,85113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC17,461$1.94M0.02%+44413F-HRTimelineGroup
Chicago Partners Investment Group LLC17,654$1.93M0.06%+9,22013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,339$1.93M0.15%-2,51313F-HRTimeline
Snowden Capital Advisors LLC17,331$1.93M0.06%+17713F-HRTimeline
Allworth Financial LP17,493$1.92M0.01%-4,59913F-HRTimeline
Gibraltar Capital Management, Inc.17,205$1.91M0.41%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.17,179$1.91M0.01%-34013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC16,886$1.88M0.05%+64613F-HRTimeline
Foundation Wealth Management, LLC\PA16,735$1.86M0.88%-73613F-HRTimeline
Betterment LLC16,703$1.86M<0.01%-7,66713F-HRTimeline
Ellis Investment Partners, LLC16,682$1.85M0.38%-68813F-HRTimeline
Prosperity Consulting Group, LLC16,591$1.84M0.14%+6,97313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP16,584$1.84M0.03%-3,68913F-HRTimeline
Texas Bank & Trust Co16,449$1.83M0.77%+4,61813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC16,387$1.82M0.38%-10213F-HRTimeline
Integrated Advisors Network LLC16,071$1.79M0.09%-66513F-HRTimeline
Darden Wealth Group Inc15,945$1.77M1.37%-10513F-HRTimeline
Sterling Financial Planning, Inc.15,876$1.76M0.64%-9,12413F-HRTimeline
Procyon Advisors, LLC15,775$1.75M0.11%+1,24413F-HRTimeline
NORDEN GROUP LLC15,756$1.75M0.2%+3,74913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC16,011$1.72M<0.01%-94,94013F-HRTimelineGroup
City State Bank15,475$1.72M0.57%-2013F-HRTimeline
Pflug Koory, LLC15,348$1.71M0.95%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15,321$1.7M0.05%-51613F-HRTimeline
Financial Advocates Investment Manageme…15,167$1.68M0.12%-89413F-HRTimeline
Csenge Advisory Group15,424$1.68M0.1%+4,30313F-HRTimeline
Blue Fin Capital, Inc.15,115$1.68M0.33%-10313F-HRTimeline
Waterloo Capital, L.P.15,084$1.68M0.16%+9,31513F-HRTimeline
E&G Advisors, LLC14,977$1.66M0.47%-11313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,900$1.66M0.08%-81513F-HRTimelineGroup
Perissos Private Wealth Management, LLC14,855$1.65M1.5%+1,43613F-HRTimeline
Alesco Advisors, LLC, An ESL Co14,706$1.63M0.05%-12313F-HRTimeline
VestGen Investment Management14,705$1.63M1.23%-2,62213F-HRTimeline
CPA Asset Management Group, LLC14,657$1.63M0.72%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,655$1.63M0.06%-1,79713F-HRTimeline
William Howard & Co Financial Advisors …14,563$1.62M1.52%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,542$1.62M0.07%+9,62413F-HRTimelineGroup
Archvest Wealth Advisors, Inc.14,497$1.61M1.33%+4013F-HRTimeline
Capital Investment Advisors, LLC14,374$1.6M0.03%-22913F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC14,190$1.58M0.86%new13F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC14,164$1.57M0.58%-1,09213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,147$1.57M0.1%+4,97813F-HRTimelineGroup
CALTON & ASSOCIATES, INC.14,135$1.57M0.36%+2,48213F-HR/ATimeline
BRIGHTON JONES LLC13,880$1.54M0.05%-97513F-HRTimeline
FIDUCIENT ADVISORS LLC13,633$1.51M0.19%+1,07713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,411$1.49M0.02%+1,59013F-HRTimelineGroup
180 WEALTH ADVISORS, LLC13,393$1.49M0.24%+5713F-HRTimeline
Biondo Investment Advisors, LLC13,279$1.48M0.21%+1,76113F-HRTimeline
Freedom Investment Management, Inc.13,273$1.47M0.12%-71813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,285$1.46M-526Timeline
Brookstone Capital Managementin group Brookstone Capital Management13,040$1.45M0.02%-1,83613F-HRTimelineGroup
Patten Group, Inc.13,030$1.45M0.33%+10,95513F-HRTimeline
Integrated Wealth Concepts LLC12,953$1.44M0.02%-1,55013F-HRTimeline
Sandy Spring Bank12,943$1.44M0.06%-28513F-HRTimeline
COURIER CAPITAL LLC12,912$1.43M0.09%013F-HRTimeline
Addison Capital Co12,888$1.43M0.56%+57413F-HRTimeline
Fairway Wealth LLC12,722$1.41M0.52%+2,10013F-HRTimeline
RENASANT BANK12,572$1.4M0.93%+4,37813F-HRTimeline
Park Place Capital Corp12,524$1.39M0.38%+4,38413F-HRTimeline
PFG Investments, LLC12,461$1.38M0.09%+39413F-HRTimeline
Koshinski Asset Management, Inc.12,293$1.37M0.12%+77713F-HRTimeline
Patton Albertson Miller Group, LLC12,254$1.36M0.2%-1,22613F-HR/ATimeline
Wealthspire Retirement, LLC12,200$1.36M0.11%+6,19413F-HRTimeline
B. Riley Wealth Advisors, Inc.12,129$1.35M0.04%+1,09413F-HRTimeline
FIRST AMERICAN TRUST, FSB12,106$1.34M0.12%-33013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,894$1.32M0.04%-74713F-HRTimelineGroup
Advisory Services Network, LLC11,816$1.31M0.03%-13,72413F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV11,812$1.31M0.41%+1,38813F-HRTimeline
SBI Securities Co., Ltd.11,786$1.31M0.04%-1,89813F-HRTimeline
Arrow Investment Advisors, LLC11,631$1.29M1.37%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC11,556$1.28M0.34%+9813F-HRTimeline
Climber Capital SA13,360$1.28M1.01%new13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC11,498$1.28M0.1%-17313F-HRTimeline
Madden Advisory Services, Inc.11,451$1.27M0.59%+8613F-HRTimeline
Pine Valley Investments Ltd Liability Co11,429$1.27M0.08%-1,37613F-HRTimeline
CHOREO, LLC11,386$1.26M0.02%-19413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…11,320$1.26M0.09%-29813F-HRTimeline
WESBANCO BANK INC11,313$1.26M0.04%-86213F-HRTimeline
MAI Capital Management11,280$1.25M0.01%+49513F-HRTimeline
Sovereign Financial Group, Inc.11,265$1.25M0.29%-37213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,238$1.25M0.02%-1,02813F-HRTimelineGroup
Summit Wealth Group, LLC11,156$1.24M0.36%-1,17213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,047$1.23M0.04%-50613F-HRTimelineGroup
Compagnie Lombard Odier SCmA10,990$1.22M0.01%+34013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,722$1.19M<0.01%+7,40613F-HRTimelineGroup
Arcataur Capital Management LLC10,704$1.19M0.41%-1,00013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,678$1.19M0.07%-10513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,433$1.16M0.06%-82313F-HR/ATimelineGroup
BEARING POINT CAPITAL, LLC10,410$1.16M0.25%-1,00013F-HRTimeline
Financial Engines Advisors L.L.C.10,404$1.16M<0.01%-3,02313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,329$1.15M0.02%-67813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding10,283$1.14M-8,811Timeline
Chemistry Wealth Management LLC10,256$1.14M0.27%013F-HRTimeline
Jacobi Capital Management LLC10,252$1.14M0.08%-53313F-HRTimeline
Bank of Marin10,178$1.13M1.44%+95813F-HRTimeline
Wilmington Savings Fund Society, FSB10,160$1.13M0.02%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.10,119$1.12M0.59%+113F-HRTimeline
RWA WEALTH PARTNERS, LLC10,098$1.12M0.01%+7,34513F-HRTimeline
Kingsview Wealth Management, LLC10,072$1.12M0.02%-1,52313F-HRTimeline
Wallace Advisory Group, LLC10,492$1.12M0.77%-5,53313F-HRTimeline
BOS Asset Management, LLC10,029$1.11M0.38%-33813F-HRTimeline
Topel & Distasi Wealth Management, LLC9,925$1.1M0.51%-1,61113F-HRTimeline
Willow Creek Wealth Management Inc.9,923$1.1M0.11%-10713F-HRTimeline