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Disclosery

TIP ISHARES TR

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SHS (fund)

954 managers (963 13F filers) reported a position in TIP shares at 2025-09-30, 78,195,182 shares in all. 58 filers opened a position and 63 filers sold out during the quarter.

Managers
954
13F filers
963
New
58
Added
347
Reduced
365
Sold out
63
Shares held by filers
78,195,182

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sequent Planning LLC33,678$3.75M1.06%-77,42413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…33,288$3.7M0.31%-1,20413F-HRTimelineGroup
Steward Partners Investment Advisory, L…33,013$3.67M0.02%-62513F-HRTimeline
FOSTER & MOTLEY INC32,894$3.66M0.2%-30913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS32,649$3.63M0.01%-3,91813F-HRTimeline
Evelyn Partners Investment Management (…32,616$3.63M1.26%-90613F-HRTimeline
Waverly Advisors, LLC32,161$3.58M0.04%-12913F-HRTimeline
Summit Financial, LLC32,118$3.57M0.05%+27113F-HRTimeline
Sigma Planning Corp31,896$3.55M0.1%+2,37713F-HRTimeline
Fortitude Family Office, LLC30,775$3.42M0.93%-9713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,647$3.41M0.12%+56113F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC30,626$3.41M0.24%-47713F-HRTimeline
ADIRONDACK TRUST CO30,579$3.4M1.14%013F-HRTimeline
Bragg Financial Advisors, Inc30,521$3.39M0.11%+48213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC30,514$3.39M<0.01%+4,00013F-HR/ATimelineGroup
NWAM LLC30,232$3.38M0.18%+49113F-HR/ATimeline
SYKON CAPITAL LLC30,006$3.34M1.11%-3,34213F-HRTimeline
Modern Wealth Management, LLC29,959$3.33M0.07%-4,36313F-HRTimeline
Rothschild Wealth LLC29,941$3.33M0.73%-5,12213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC29,677$3.3M0.11%+45013F-HRTimeline
PKS Advisory Services, LLC29,510$3.28M0.69%-2,37313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC29,189$3.25M0.17%-68213F-HRTimeline
SigFig Wealth Management, LLC29,082$3.23M0.1%+73813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,977$3.22M<0.01%+2,44713F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.28,271$3.14M0.34%-1,09913F-HRTimeline
Samalin Investment Counsel, LLC28,099$3.13M1.08%+2,70313F-HRTimeline
AMG National Trust Bank28,094$3.12M0.08%-68113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC27,593$3.07M0.04%+8613F-HRTimeline
SAGE FINANCIAL GROUP INC27,414$3.05M0.21%-36513F-HRTimeline
CFS Investment Advisory Services, LLC26,898$3.01M0.22%+2,18413F-HRTimeline
Chicago Partners Investment Group LLC26,803$3M0.08%+67513F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…26,955$3M0.21%+2,72513F-HRTimelineGroup
MAI Capital Management26,538$2.95M0.02%+13,81413F-HRTimeline
Coastal Bridge Advisors, LLC26,439$2.94M0.22%+30513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC25,838$2.87M0.19%+1,45713F-HRTimeline
CALTON & ASSOCIATES, INC.25,325$2.82M0.42%+9,22413F-HRTimeline
Ameraudi Asset Management, Inc.25,308$2.81M1.7%-1,44013F-HR/ATimeline
SCRATCH CAPITAL LLC25,252$2.81M1.85%013F-HRTimeline
Heritage Trust Co25,176$2.8M0.3%-86713F-HRTimeline
Cordant, Inc.24,959$2.78M1.25%+1,55513F-HRTimeline
Private Advisory Group LLC24,951$2.78M0.24%+3,18713F-HRTimeline
CIBC WORLD MARKET INC.24,883$2.77M0.01%+70513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP24,768$2.75M0.2%+46013F-HRTimeline
Hughes Financial Services, LLC23,223$2.58M0.41%+1,24413F-HRTimeline
Mezzasalma Advisors, LLC22,526$2.51M0.64%+17,73813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES22,487$2.5M0.96%-28013F-HRTimeline
Farther Finance Advisors, LLC22,447$2.5M0.04%-1,11813F-HRTimeline
Advisory Services Network, LLC22,259$2.48M0.04%+58213F-HRTimeline
TI-TRUST, INC21,919$2.44M1.53%-23413F-HRTimeline
Valpey Financial Services, LLC21,888$2.43M1.59%+81113F-HRTimeline
Golden Bell Financial Planning LLC21,406$2.38M2.07%+44513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC21,401$2.38M0.01%-3,45413F-HR/ATimelineGroup
Peak Financial Management, Inc.21,342$2.37M0.63%-5,12213F-HRTimeline
Texas Bank & Trust Co21,322$2.37M0.9%+1,30113F-HRTimeline
Ascent Wealth Partners, LLC21,299$2.37M0.27%-54713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,575$2.29M<0.01%-39713F-HRTimelineGroup
Ausdal Financial Partners, Inc.19,958$2.22M0.11%+1,45213F-HRTimeline
Gibraltar Capital Management, Inc.19,850$2.21M0.4%+2,62513F-HRTimeline
Bull Street Advisors, LLC19,728$2.19M1.02%-45013F-HRTimeline
WealthCollab, LLC19,691$2.19M1.01%013F-HRTimeline
Mason Investment Advisory Services, Inc.19,371$2.15M0.11%+16313F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/19,159$2.13M1.91%13F-HRTimeline
Perigon Wealth Management, LLC19,049$2.12M0.04%-2,17713F-HRTimeline
Arkadios Wealth Advisors18,990$2.11M0.05%+15,87713F-HRTimeline
Brookwood Investment Group LLC18,976$2.11M0.27%-29613F-HRTimeline
MGO ONE SEVEN LLC18,938$2.11M0.05%+43913F-HRTimeline
Garner Asset Management Corp18,523$2.06M0.83%+9,52213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,523$2.06M<0.01%new13F-HRTimelineGroup
Fortune Financial Advisors, LLC18,478$2.06M1.55%+6713F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC18,371$2.04M0.13%+1,77113F-HRTimeline
Engineers Gate Manager LP18,108$2.01M0.02%new13F-HRTimeline
Independent Family Office, LLC17,936$1.99M0.84%013F-HRTimeline
Mutual Advisors, LLC17,499$1.96M0.04%-91813F-HRTimeline
Betterment LLC17,353$1.93M<0.01%+19713F-HRTimeline
Larson Financial Group LLC17,309$1.93M0.07%-2,09913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.17,179$1.91M0.01%013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC17,177$1.91M0.09%+32513F-HRTimeline
WASHINGTON TRUST Co17,173$1.91M0.06%-41513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC17,073$1.9M0.72%-15,81713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,010$1.89M0.1%-2,83013F-HRTimelineGroup
Zhang Financial LLC16,920$1.88M0.08%013F-HRTimeline
NorthCrest Asset Manangement, LLC16,866$1.87M0.04%-8,64613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,445$1.83M0.08%-43513F-HRTimeline
Ellis Investment Partners, LLC16,228$1.8M0.33%+16913F-HRTimeline
Perissos Private Wealth Management, LLC16,204$1.8M1.31%+26313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,019$1.78M<0.01%-51313F-HRTimelineGroup
CHOREO, LLC15,964$1.78M0.02%-37613F-HRTimeline
Cannon Financial Strategists, Inc.15,876$1.77M0.25%-9513F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC15,855$1.76M0.55%+15413F-HRTimeline
Integrated Advisors Network LLC15,828$1.76M0.07%+21213F-HRTimeline
Allworth Financial LP15,812$1.76M0.01%+13813F-HRTimeline
Snowden Capital Advisors LLC15,769$1.75M0.05%+11013F-HRTimeline
Fairway Wealth LLC15,702$1.75M0.49%+1,76813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC15,677$1.74M0.29%-12213F-HRTimeline
PFG Investments, LLC15,591$1.73M0.09%-49313F-HRTimeline
Arete Wealth Advisors, LLC15,592$1.73M0.11%-1,69713F-HRTimeline
Archvest Wealth Advisors, Inc.15,339$1.71M1.52%+44213F-HRTimeline
Darden Wealth Group Inc15,260$1.7M0.89%-19413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…15,226$1.69M0.76%new13F-HRTimeline
City State Bank15,080$1.68M0.48%-10013F-HRTimeline
Addison Capital Co15,010$1.67M0.49%+1413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/15,008$1.67M0.17%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC14,951$1.66M0.04%-2,32713F-HRTimeline
Pflug Koory, LLC14,821$1.65M0.78%-4013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,815$1.65M<0.01%+11,20213F-HRTimelineGroup
Capital Investment Advisors, LLC14,777$1.64M0.03%+78013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,730$1.64M0.02%+1,79513F-HRTimelineGroup
CPA Asset Management Group, LLC14,657$1.63M0.63%013F-HRTimeline
FIRST AMERICAN TRUST, FSB14,628$1.63M0.12%+83413F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC14,525$1.62M0.79%+13913F-HRTimeline
AVALON CAPITAL MANAGEMENT14,414$1.6M0.39%-19213F-HRTimeline
Sterling Financial Planning, Inc.14,404$1.6M0.51%-1,16213F-HRTimeline
Blue Fin Capital, Inc.14,383$1.6M0.25%-8213F-HRTimeline
Biondo Investment Advisors, LLC14,379$1.6M0.2%+68313F-HRTimeline
FIDUCIENT ADVISORS LLC14,204$1.58M0.18%+47913F-HRTimeline
American Investment Services, Inc.14,203$1.58M0.38%-82013F-HRTimeline
Procyon Advisors, LLC13,898$1.55M0.09%-71313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13,810$1.54M0.07%-63313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC13,734$1.53M<0.01%+4,68113F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV13,627$1.52M0.42%+1,38613F-HRTimeline
BRIGHTON JONES LLC13,584$1.51M0.04%-32213F-HRTimeline
Alesco Advisors, LLC, An ESL Co13,563$1.51M0.04%-91613F-HRTimeline
Whalen Wealth Management Inc.13,533$1.51M0.88%+48913F-HRTimeline
E&G Advisors, LLC13,523$1.5M0.35%-21413F-HRTimeline
&PARTNERS13,389$1.49M0.01%+5,71013F-HRTimeline
Madden Advisory Services, Inc.13,385$1.49M0.58%+2,04713F-HRTimeline
William Howard & Co Financial Advisors …13,323$1.48M1.26%+7213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC13,238$1.47M0.1%-88713F-HRTimeline
HARBOUR INVESTMENTS, INC.13,229$1.47M0.03%-1,05813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,776$1.42M0.03%-1,85113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …12,661$1.41M0.02%-1,28213F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT12,636$1.41M0.33%-18,18213F-HRTimeline
Atria Investments, Inc12,442$1.38M0.02%-78313F-HRTimeline
Trek Financial, LLC12,427$1.38M0.08%+85713F-HRTimeline
Avos Capital Management, LLC12,276$1.37M0.64%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,209$1.36M0.03%+61613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,208$1.36M0.02%+1,04113F-HRTimelineGroup
Financial Engines Advisors L.L.C.12,156$1.35M<0.01%+2,17113F-HRTimeline
180 WEALTH ADVISORS, LLC12,125$1.35M0.16%-41313F-HRTimeline
Integrated Wealth Concepts LLC12,104$1.35M0.01%-53213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc11,885$1.32M<0.01%-4,69513F-HRTimelineGroup
Kingsview Wealth Management, LLC11,822$1.31M0.02%+1,54813F-HRTimeline
Prospera Financial Services Inc11,726$1.31M0.02%+4313F-HRTimeline
MMA ASSET MANAGEMENT LLC11,634$1.29M0.43%+2,59113F-HRTimeline
Arrow Investment Advisors, LLC11,631$1.29M1.43%013F-HRTimeline
Grey Fox Wealth Advisors, LLC11,563$1.29M0.26%+2213F-HRTimeline
SBI Securities Co., Ltd.11,557$1.29M0.03%-67513F-HRTimeline
WESBANCO BANK INC11,169$1.24M0.03%+39013F-HRTimeline
COURIER CAPITAL LLC11,057$1.23M0.07%-2013F-HRTimeline
VestGen Investment Management11,024$1.23M0.74%-2,52013F-HRTimeline
Compagnie Lombard Odier SCmA10,990$1.22M0.01%013F-HRTimeline
Milestones Private Investment Advisors …10,956$1.22M0.83%+4313F-HRTimeline
Wealthspire Advisors, LLC10,897$1.21M0.01%-33613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,793$1.2M0.03%-1,48813F-HRTimelineGroup
My Personal CFO, LLC10,646$1.18M0.46%new13F-HRTimeline
Foundation Wealth Management, LLC\PA10,646$1.18M0.46%-4,96813F-HRTimeline
B. Riley Wealth Advisors, Inc.10,551$1.17M0.06%+3,26613F-HRTimeline
BEARING POINT CAPITAL, LLC10,492$1.17M0.2%-21513F-HRTimeline
Chemistry Wealth Management LLC10,447$1.16M0.22%+113F-HRTimeline
Arcataur Capital Management LLC10,399$1.16M0.34%-10513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,381$1.16M0.02%-2,21513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…10,365$1.15M0.08%-1113F-HRTimeline
CWC Advisors, LLC.10,343$1.15M0.56%+88113F-HRTimeline
Patton Albertson Miller Group, LLC10,310$1.15M0.14%-22113F-HRTimeline
BOS Asset Management, LLC10,082$1.12M0.32%+10313F-HRTimeline
Pine Valley Investments Ltd Liability Co10,014$1.11M0.06%-73413F-HRTimeline
Koshinski Asset Management, Inc.9,964$1.11M0.07%-6113F-HRTimeline
Jacobi Capital Management LLC9,891$1.1M0.07%-38513F-HRTimeline
Bank of Marin9,799$1.09M0.77%-16213F-HRTimeline
Willow Creek Wealth Management Inc.9,758$1.09M0.09%-5913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,694$1.08M0.05%-7513F-HRTimelineGroup
Parkside Financial Bank & Trust9,680$1.08M0.08%+1,18813F-HRTimeline
Merit Financial Group, LLC9,651$1.07M0.01%+56913F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,575$1.06M0.02%-3,02613F-HRTimelineGroup
Sovereign Financial Group, Inc.9,517$1.06M0.2%-1,10713F-HRTimeline
Sepio Capital, LP9,430$1.05M0.06%+24713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,425$1.05M0.57%-37413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,409$1.05M0.17%+5113F-HRTimeline
SYNOVUS FINANCIAL CORP9,408$1.05M0.01%+23713F-HRTimeline
ALLIANCEBERNSTEIN L.P.9,326$1.04M<0.01%-3,62013F-HRTimeline
Performance Wealth Partners, LLC9,241$1.03M0.03%-49913F-HRTimeline
National Philanthropic Trust9,201$1.02M0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC9,167$1.02M0.78%-1,64913F-HRTimeline
Unique Wealth Strategies, LLC9,135$1.02M0.4%+11713F-HRTimeline
TFB Advisors LLC9,089$1.01M0.3%+5513F-HRTimeline
Maridea Wealth Management LLC9,018$1.01M0.16%new13F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT9,001$1M0.05%+1,86313F-HRTimeline
Qube Research & Technologies Ltd8,988$1000K<0.01%new13F-HRTimeline
SHAYNE & JACOBS, LLC8,880$988K0.31%013F-HRTimeline
PINNACLE ASSOCIATES LTD8,811$980K0.01%-30513F-HRTimeline
Fox Hill Wealth Management8,793$978K0.46%-66513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,772$976K<0.01%+1,69313F-HRTimelineGroup
Christensen, King & Associates Investme…8,701$968K0.42%-32613F-HRTimeline
Keel Point, LLC8,644$961K0.06%-2213F-HRTimeline
Fund Evaluation Group, LLC8,596$956K0.03%+9113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,588$955K0.01%-1,03513F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO8,586$955K0.03%-32213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC8,566$953K0.16%-78713F-HRTimeline
Note Advisors, LLC8,555$951K0.57%+1,30613F-HRTimeline
Aviance Capital Partners, LLC8,546$951K0.11%-18813F-HRTimeline