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Disclosery

TIP ISHARES TR

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SHS (fund)

970 managers (979 13F filers) reported a position in TIP shares at 2025-06-30, 75,847,407 shares in all. 46 filers opened a position and 81 filers sold out during the quarter.

Managers
970
13F filers
979
New
46
Added
309
Reduced
424
Sold out
81
Shares held by filers
75,847,407

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PKS Advisory Services, LLC31,883$3.51M0.89%+3,95113F-HRTimeline
Summit Financial, LLC31,847$3.5M0.08%-1,15413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,520$3.46M<0.01%+1,34013F-HRTimelineGroup
Janney Montgomery Scott LLC31,214$3.44M0.01%-5,43713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC31,103$3.42M0.29%+4,65113F-HRTimeline
Fortitude Family Office, LLC30,872$3.4M1.12%-5,10313F-HRTimeline
Alliance Wealth Advisors, LLC /UT30,818$3.39M0.81%-58,31513F-HRTimeline
RFG Advisory, LLC30,755$3.38M0.08%-6,57813F-HRTimeline
ADIRONDACK TRUST CO30,579$3.36M1.22%-2,01313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,086$3.31M0.12%+15,54413F-HRTimelineGroup
Bragg Financial Advisors, Inc30,039$3.31M0.12%+613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC29,871$3.29M0.18%+1,66813F-HRTimeline
NWAM LLC29,741$3.26M0.19%+2,27013F-HR/ATimeline
Sigma Planning Corp29,519$3.25M0.1%-1,19113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.29,370$3.23M0.38%-5,37613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC29,227$3.22M0.11%+26813F-HRTimeline
AMG National Trust Bank28,775$3.17M0.08%-2,37413F-HRTimeline
Minot DeBlois Advisors LLC28,748$3.16M3%+5,38713F-HRTimeline
SigFig Wealth Management, LLC28,344$3.11M0.1%-1,02213F-HRTimeline
SAGE FINANCIAL GROUP INC27,779$3.06M0.23%-60813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC27,507$3.03M0.04%-1613F-HRTimeline
Ameraudi Asset Management, Inc.26,748$2.94M1.54%+1,37713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,530$2.92M<0.01%+84713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC26,514$2.92M<0.01%-2,16913F-HR/ATimelineGroup
Peak Financial Management, Inc.26,464$2.91M0.83%-8,35413F-HRTimeline
Coastal Bridge Advisors, LLC26,134$2.88M0.24%-4613F-HRTimeline
Heritage Trust Co26,043$2.87M0.33%-12013F-HRTimeline
Chicago Partners Investment Group LLC26,128$2.86M0.08%+8,47413F-HRTimeline
Arax Advisory Partners21,465$2.83M0.13%-1,96613F-HRTimeline
Samalin Investment Counsel, LLC25,396$2.79M1.07%-54113F-HRTimeline
NorthCrest Asset Manangement, LLC25,512$2.79M0.07%-81113F-HRTimeline
Curran Financial Partners, LLC25,284$2.78M0.61%-26,14113F-HRTimeline
SCRATCH CAPITAL LLC25,252$2.78M2.26%+2413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC24,855$2.74M0.02%+48213F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC24,714$2.72M0.22%+1,20813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC24,381$2.68M0.2%+1,15813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP24,308$2.67M0.21%+9513F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…24,230$2.67M0.28%-18,74813F-HRTimelineGroup
CIBC WORLD MARKET INC.24,178$2.66M0.01%-57713F-HRTimeline
Stone Summit Wealth LLC23,617$2.6M0.81%+1,54313F-HRTimeline
Farther Finance Advisors, LLC23,565$2.59M0.05%-1113F-HRTimeline
Cordant, Inc.23,404$2.58M1.24%+41513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES22,767$2.51M0.99%new13F-HRTimeline
Patten Group, Inc.22,715$2.5M0.53%+9,68513F-HRTimeline
Edgestream Partners, L.P.22,682$2.5M0.07%new13F-HRTimeline
TI-TRUST, INC22,153$2.44M1.63%-19913F-HRTimeline
Hughes Financial Services, LLC21,979$2.42M0.42%+7313F-HRTimeline
Ascent Wealth Partners, LLC21,846$2.4M0.3%-2,07313F-HRTimeline
Beacon Pointe Advisors, LLC21,787$2.4M0.03%-1,93013F-HRTimeline
Private Advisory Group LLC21,764$2.39M0.22%-77713F-HRTimeline
Advisory Services Network, LLC21,677$2.38M0.04%+9,86113F-HRTimeline
Wallace Advisory Group, LLC21,273$2.36M1.72%+10,78113F-HRTimeline
Perigon Wealth Management, LLC21,226$2.34M0.05%-33613F-HRTimeline
Valpey Financial Services, LLC21,077$2.32M1.6%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,972$2.31M<0.01%+35513F-HRTimelineGroup
Golden Bell Financial Planning LLC20,961$2.31M2.17%-1,12613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …20,245$2.23M0.15%-2,20213F-HR/ATimeline
Bull Street Advisors, LLC20,178$2.22M1.07%-1,50013F-HRTimeline
HRT FINANCIAL LP20,058$2.21M0.01%new13F-HRTimeline
Texas Bank & Trust Co20,021$2.2M0.88%+3,57213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,840$2.18M0.14%+5,69313F-HRTimelineGroup
WealthCollab, LLC19,691$2.17M1.22%-4513F-HRTimeline
Larson Financial Group LLC19,408$2.14M0.09%-1,60413F-HRTimeline
Brookwood Investment Group LLC19,272$2.12M0.34%-5213F-HRTimeline
Mason Investment Advisory Services, Inc.19,208$2.11M0.12%+15,98813F-HRTimeline
W1M Asset Management Ltd18,576$2.04M0.16%013F-HRTimeline
Ausdal Financial Partners, Inc.18,506$2.04M0.14%-58813F-HRTimeline
MGO ONE SEVEN LLC18,499$2.04M0.07%-84813F-HRTimeline
Fortune Financial Advisors, LLC18,411$2.03M1.63%+6113F-HRTimeline
Mutual Advisors, LLC18,417$2.02M0.05%-32413F-HRTimeline
Independent Family Office, LLC17,936$1.97M0.92%013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV17,842$1.96M0.04%-93,04113F-HR/ATimeline
WASHINGTON TRUST Co17,588$1.94M0.07%-56313F-HRTimeline
Arete Wealth Advisors, LLC17,289$1.9M0.14%-21,72413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,278$1.9M0.05%+39213F-HRTimeline
Gibraltar Capital Management, Inc.17,225$1.9M0.37%+2013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.17,179$1.89M0.01%013F-HRTimelineGroup
Betterment LLC17,156$1.89M<0.01%+45313F-HRTimeline
EP Wealth Advisors, LLC17,149$1.89M0.01%-65313F-HRTimeline
Zhang Financial LLC16,920$1.86M0.09%-1,95313F-HRTimeline
Visionary Wealth Advisors16,900$1.86M0.09%-1,40313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,880$1.86M0.08%+14,03513F-HRTimeline
SIMON QUICK ADVISORS, LLC16,852$1.85M0.09%+6,17413F-HR/ATimeline
INVICTUS PRIVATE WEALTH, LLC16,600$1.83M0.13%+5,10213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc16,580$1.82M<0.01%-14,68313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,532$1.82M<0.01%+5,81013F-HR/ATimelineGroup
AE Wealth Management LLC16,464$1.81M0.01%-4,09013F-HRTimeline
CHOREO, LLC16,340$1.8M0.03%+4,95413F-HRTimeline
CALTON & ASSOCIATES, INC.16,101$1.77M0.31%+1,96613F-HRTimeline
PFG Investments, LLC16,084$1.77M0.1%+3,62313F-HRTimeline
Ellis Investment Partners, LLC16,059$1.77M0.34%-62313F-HRTimeline
Cannon Financial Strategists, Inc.15,971$1.76M0.28%-2,36113F-HRTimeline
Perissos Private Wealth Management, LLC15,941$1.75M1.39%+1,08613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC15,799$1.74M0.33%-58813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC15,701$1.73M0.59%+1,53713F-HRTimeline
Allworth Financial LP15,674$1.72M0.01%-1,81913F-HRTimeline
Snowden Capital Advisors LLC15,659$1.72M0.05%-1,67213F-HRTimeline
Integrated Advisors Network LLC15,616$1.72M0.08%-45513F-HRTimeline
Foundation Wealth Management, LLC\PA15,614$1.72M0.74%-1,12113F-HRTimeline
Sterling Financial Planning, Inc.15,566$1.71M0.57%-31013F-HRTimeline
Darden Wealth Group Inc15,454$1.7M1.03%-49113F-HRTimeline
City State Bank15,180$1.67M0.52%-29513F-HRTimeline
Csenge Advisory Group15,225$1.66M0.09%-19913F-HRTimeline
Climber Capital SA15,180$1.66M1.06%+1,82013F-HRTimeline
American Investment Services, Inc.15,023$1.65M0.42%-2,79913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/15,008$1.65M0.18%new13F-HRTimeline
Addison Capital Co14,996$1.65M0.57%+2,10813F-HRTimeline
Archvest Wealth Advisors, Inc.14,897$1.64M1.43%+40013F-HRTimeline
Pflug Koory, LLC14,861$1.64M0.83%-48713F-HRTimeline
Financial Advocates Investment Manageme…14,843$1.63M0.13%-32413F-HRTimeline
CPA Asset Management Group, LLC14,657$1.61M0.68%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,627$1.61M0.04%-2813F-HRTimeline
Procyon Advisors, LLC14,611$1.61M0.15%-1,16413F-HRTimeline
AVALON CAPITAL MANAGEMENT14,606$1.61M0.43%+10,91413F-HRTimeline
Alesco Advisors, LLC, An ESL Co14,479$1.59M0.05%-22713F-HRTimeline
Blue Fin Capital, Inc.14,465$1.59M0.27%-65013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,443$1.59M0.07%-45713F-HRTimelineGroup
SPRING CAPITAL MANAGEMENT, LLC14,386$1.58M0.83%+19613F-HRTimeline
HARBOUR INVESTMENTS, INC.14,287$1.57M0.04%-1,03413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC14,125$1.55M0.12%-4,70613F-HRTimeline
Capital Investment Advisors, LLC13,997$1.54M0.03%-37713F-HR/ATimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,943$1.53M0.02%-9,63313F-HRTimelineGroup
Fairway Wealth LLC13,934$1.53M0.49%+1,21213F-HRTimeline
BRIGHTON JONES LLC13,906$1.53M0.04%+2613F-HRTimeline
FIRST AMERICAN TRUST, FSB13,794$1.52M0.12%+1,68813F-HRTimeline
E&G Advisors, LLC13,737$1.51M0.39%-1,24013F-HRTimeline
FIDUCIENT ADVISORS LLC13,725$1.51M0.18%+9213F-HRTimeline
Biondo Investment Advisors, LLC13,696$1.51M0.2%+41713F-HRTimeline
VestGen Investment Management13,544$1.49M1.07%-1,16113F-HRTimeline
Portside Wealth Group, LLC13,430$1.48M0.22%-38,70913F-HRTimeline
William Howard & Co Financial Advisors …13,251$1.46M1.27%-1,31213F-HRTimeline
Atria Investments, Inc13,225$1.46M0.02%+5,33313F-HRTimeline
Whalen Wealth Management Inc.13,044$1.44M0.9%+6,58313F-HRTimeline
ALLIANCEBERNSTEIN L.P.12,946$1.42M<0.01%-5,59713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,935$1.42M0.02%-10513F-HRTimelineGroup
GTS SECURITIES LLC12,824$1.41M0.06%-14,94713F-HRTimeline
MAI Capital Management12,724$1.4M0.01%+1,44413F-HRTimeline
Integrated Wealth Concepts LLC12,636$1.39M0.01%-31713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,601$1.39M0.03%new13F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP12,596$1.39M0.02%-3,98813F-HRTimeline
Freedom Investment Management, Inc.12,557$1.38M0.11%-71613F-HRTimeline
180 WEALTH ADVISORS, LLC12,538$1.38M0.19%-85513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,281$1.35M0.04%+1,23413F-HRTimelineGroup
Avos Capital Management, LLC12,276$1.35M0.77%-10,12613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV12,241$1.35M0.4%+42913F-HRTimeline
SBI Securities Co., Ltd.12,232$1.35M0.04%+44613F-HRTimeline
Prospera Financial Services Inc11,683$1.29M0.02%+4,89613F-HRTimeline
Arrow Investment Advisors, LLC11,631$1.28M1.24%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,593$1.28M0.03%-30113F-HRTimelineGroup
Trek Financial, LLC11,570$1.27M0.09%-18,52113F-HRTimeline
Grey Fox Wealth Advisors, LLC11,541$1.27M0.3%-1513F-HRTimeline
Madden Advisory Services, Inc.11,338$1.25M0.53%-11313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,334$1.25M0.09%-19,89613F-HRTimelineGroup
Wealthspire Advisors, LLC11,233$1.24M0.01%+8,04613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,167$1.23M0.02%-7113F-HRTimelineGroup
COURIER CAPITAL LLC11,077$1.22M0.07%-1,83513F-HRTimeline
Compagnie Lombard Odier SCmA10,990$1.21M0.02%013F-HRTimeline
Milestones Private Investment Advisors …10,913$1.2M0.89%13F-HRTimeline
Family Legacy Financial Solutions, LLC10,816$1.19M1.01%13F-HRTimeline
WESBANCO BANK INC10,779$1.19M0.04%-53413F-HRTimeline
Pine Valley Investments Ltd Liability Co10,748$1.18M0.07%-68113F-HRTimeline
BEARING POINT CAPITAL, LLC10,707$1.18M0.22%+29713F-HRTimeline
Sovereign Financial Group, Inc.10,624$1.17M0.24%-64113F-HRTimeline
Wilmington Savings Fund Society, FSB10,600$1.17M0.02%+44013F-HRTimeline
Patton Albertson Miller Group, LLC10,531$1.16M0.15%-1,72313F-HRTimeline
Arcataur Capital Management LLC10,504$1.16M0.36%-20013F-HRTimeline
Chemistry Wealth Management LLC10,446$1.15M0.25%+19013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,376$1.14M0.08%-94413F-HRTimeline
WEDBUSH SECURITIES INC10,313$1.14M0.04%+44513F-HRTimeline
Jacobi Capital Management LLC10,276$1.13M0.08%+2413F-HRTimeline
Kingsview Wealth Management, LLC10,274$1.13M0.02%+20213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,150$1.12M-3,135Timeline
Koshinski Asset Management, Inc.10,025$1.1M0.08%-2,26813F-HRTimeline
Financial Engines Advisors L.L.C.9,985$1.1M<0.01%-41913F-HRTimeline
BOS Asset Management, LLC9,979$1.1M0.35%-5013F-HRTimeline
Bank of Marin9,961$1.1M0.83%-21713F-HRTimeline
American Financial Advisors, LLC9,819$1.08M0.15%+8213F-HRTimeline
Willow Creek Wealth Management Inc.9,817$1.08M0.1%-10613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,799$1.08M0.53%-32013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,769$1.08M0.05%-66413F-HRTimelineGroup
Performance Wealth Partners, LLC9,740$1.07M0.03%-11013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9,623$1.06M0.01%-3,78813F-HRTimelineGroup
Compound Planning, Inc.9,535$1.05M0.04%-24213F-HRTimeline
CWC Advisors, LLC.9,462$1.04M0.54%+50013F-HRTimeline
Kovack Advisors, Inc.9,460$1.04M0.1%+513F-HRTimeline
Fox Hill Wealth Management9,458$1.04M0.53%-13413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC9,353$1.03M0.19%+10113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,358$1.03M0.19%-18213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding9,287$1.02M-996Timeline
Dynamic Advisor Solutions LLC9,241$1.02M0.03%-4313F-HRTimeline
National Philanthropic Trust9,201$1.01M0.01%013F-HRTimeline
Sepio Capital, LP9,183$1.01M0.07%+39013F-HRTimeline
SYNOVUS FINANCIAL CORP9,171$1.01M0.01%+8413F-HRTimeline
Promus Capital, LLC9,146$1.01M0.65%+9,11713F-HR/ATimeline
PINNACLE ASSOCIATES LTD9,116$1M0.01%-23213F-HRTimeline
Merit Financial Group, LLC9,082$999K0.01%+82513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,053$996K<0.01%-11,90313F-HRTimelineGroup
Graypoint LLC9,050$996K0.06%013F-HRTimeline
MMA ASSET MANAGEMENT LLC9,043$995K0.38%new13F-HRTimeline
TFB Advisors LLC9,034$994K0.26%-49413F-HRTimeline