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Disclosery

TIP ISHARES TR

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SHS (fund)

1,000 managers (1,012 13F filers) reported a position in TIP shares at 2025-12-31, 80,530,571 shares in all. 75 filers opened a position and 73 filers sold out during the quarter.

Managers
1,000
13F filers
1,012
New
75
Added
347
Reduced
357
Sold out
73
Shares held by filers
80,530,571

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,476$3.46M<0.01%+2,49913F-HRTimelineGroup
Bragg Financial Advisors, Inc31,459$3.46M0.11%+93813F-HRTimeline
Sigma Planning Corp31,152$3.42M0.09%-74413F-HRTimeline
Evelyn Partners Investment Management (…31,123$3.42M1.11%-1,49313F-HRTimeline
Greenspring Advisors, LLC30,709$3.38M0.21%+28,36313F-HRTimeline
FIRST HORIZON CORP30,491$3.35M0.15%-3,19813F-HRTimeline
Graham Capital Management, L.P.30,400$3.34M0.12%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC30,395$3.34M0.11%+71813F-HRTimeline
SigFig Wealth Management, LLC30,162$3.32M0.1%+1,08013F-HRTimeline
NWAM LLC29,977$3.31M0.18%-25513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,837$3.28M0.11%-81013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC29,404$3.23M<0.01%-1,11013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC29,039$3.19M0.16%-15013F-HRTimeline
Fortitude Family Office, LLC28,771$3.16M0.74%-2,00413F-HRTimeline
MGO ONE SEVEN LLC28,562$3.14M0.06%+9,62413F-HRTimeline
ADIRONDACK TRUST CO28,423$3.12M1.03%-2,15613F-HRTimeline
Modern Wealth Management, LLC28,229$3.1M0.06%-1,73013F-HRTimeline
Private Advisory Group LLC27,890$3.07M0.24%+2,93913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,758$3.05M0.22%-2,86813F-HRTimeline
Samalin Investment Counsel, LLC27,729$3.05M1.08%-37013F-HRTimeline
Chicago Partners Investment Group LLC27,600$3.04M0.08%+79713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,677$3.04M0.03%+21,37213F-HRTimelineGroup
Texas Bank & Trust Co27,672$3.04M1.11%+6,35013F-HRTimeline
SAGE FINANCIAL GROUP INC27,414$3.01M0.2%013F-HRTimeline
AMG National Trust Bank27,334$3M0.07%-76013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC27,305$3M0.04%-28813F-HRTimeline
CFS Investment Advisory Services, LLC27,132$2.98M0.22%+23413F-HRTimeline
CALTON & ASSOCIATES, INC.27,042$2.97M0.44%+1,71713F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…26,956$2.96M0.19%+113F-HRTimelineGroup
Garner Asset Management Corp26,607$2.92M1.12%+8,08413F-HRTimeline
Coastal Bridge Advisors, LLC26,529$2.92M0.22%+9013F-HRTimeline
Cordant, Inc.25,798$2.84M1.19%+83913F-HRTimeline
Composition Wealth, LLC25,359$2.79M0.04%-17,36413F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC25,353$2.79M2.43%13F-HRTimeline
SCRATCH CAPITAL LLC25,252$2.78M1.82%013F-HRTimeline
CIBC WORLD MARKET INC.25,096$2.76M<0.01%+21313F-HRTimeline
Lifetime Wealth Management P.C.24,992$2.75M1.72%13F-HR/ATimeline
ALLSTREET CAPITAL ADVISORS LLC24,433$2.69M1.94%13F-HRTimeline
Legacy PCG, LLC24,155$2.65M1.64%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,102$2.65M<0.01%+10,36813F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP24,078$2.65M0.19%-69013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.23,954$2.63M0.29%-4,31713F-HRTimeline
DV Trading LLC23,818$2.62M0.23%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,765$2.61M0.16%+6,75513F-HRTimelineGroup
PKS Advisory Services, LLC23,749$2.61M0.6%-5,76113F-HRTimeline
Hughes Financial Services, LLC23,459$2.58M0.4%+23613F-HRTimeline
Crabel Capital Management, LLC23,340$2.57M1.94%-27,81513F-HRTimeline
Climber Capital SA23,055$2.53M1.65%13F-HRTimeline
Advisory Services Network, LLC22,826$2.51M0.04%+56713F-HRTimeline
Heritage Trust Co22,723$2.5M0.25%-2,45313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,684$2.49M0.1%+6,23913F-HRTimeline
SYKON CAPITAL LLC22,456$2.47M0.79%-7,55013F-HRTimeline
Gibraltar Capital Management, Inc.22,171$2.44M0.41%+2,32113F-HRTimeline
Valpey Financial Services, LLC22,100$2.43M1.55%+21213F-HR/ATimeline
TI-TRUST, INC22,099$2.43M1.5%+18013F-HRTimeline
Peak Financial Management, Inc.21,418$2.35M0.61%+7613F-HRTimeline
Golden Bell Financial Planning LLC21,288$2.34M1.95%-11813F-HRTimeline
Archford Capital Strategies, LLC20,543$2.26M0.26%new13F-HRTimeline
Ascent Wealth Partners, LLC20,529$2.26M0.26%-77013F-HRTimeline
WealthCollab, LLC19,673$2.16M0.89%-1813F-HRTimeline
Addison Capital Co19,541$2.15M0.54%+4,53113F-HRTimeline
Ausdal Financial Partners, Inc.19,308$2.12M0.1%-65013F-HRTimeline
Betterment LLC19,213$2.11M<0.01%+1,86013F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/19,159$2.11M1.76%013F-HRTimeline
Financial Engines Advisors L.L.C.19,007$2.09M<0.01%+6,85113F-HRTimeline
Perigon Wealth Management, LLC19,007$2.09M0.04%-4213F-HRTimeline
Townsend Financial Planning, LLC18,950$2.08M2.08%13F-HRTimeline
Bull Street Advisors, LLC18,933$2.08M0.97%-79513F-HRTimeline
GTS SECURITIES LLC18,839$2.07M0.07%new13F-HRTimeline
Zhang Financial LLC18,771$2.06M0.08%+1,85113F-HRTimeline
Brookwood Investment Group LLC18,669$2.05M0.25%-30713F-HRTimeline
Arkadios Wealth Advisors18,640$2.05M0.04%-35013F-HRTimeline
RCW Management, LLC18,568$2.04M2.06%13F-HRTimeline
Procyon Advisors, LLC18,264$2.01M0.1%+4,36613F-HRTimeline
Fortune Financial Advisors, LLC18,235$2M1.35%-24313F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC18,158$2M0.12%-21313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,150$1.99M0.01%-3,25113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\18,068$1.99M<0.01%-2,50713F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC17,444$1.92M0.08%+26713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.17,179$1.89M0.01%013F-HRTimelineGroup
Archvest Wealth Advisors, Inc.17,057$1.87M1.2%+1,71813F-HR/ATimeline
FORTERIS WEALTH MANAGEMENT INC.16,926$1.86M1.83%13F-HRTimeline
Yanni & Associates Investment Advisors,…16,899$1.86M1.86%13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC16,898$1.86M0.69%-17513F-HRTimeline
Integrated Advisors Network LLC16,758$1.84M0.08%+93013F-HRTimeline
Fairway Wealth LLC16,623$1.83M0.49%+92113F-HRTimeline
FIRST AMERICAN TRUST, FSB16,582$1.82M0.13%+1,95413F-HRTimeline
Vestmark Advisory Solutions, Inc.16,559$1.82M0.02%new13F-HRTimeline
Independent Family Office, LLC16,526$1.82M0.76%-1,41013F-HRTimeline
Principia Wealth Advisory, LLC16,526$1.82M1.14%+8,89413F-HRTimeline
Robertson Stephens Wealth Management, L…16,443$1.81M0.05%new13F-HRTimeline
Capital Investment Advisors, LLC16,296$1.79M0.03%+1,51913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …16,901$1.79M0.2%new13F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC16,225$1.78M0.54%+37013F-HRTimeline
Mutual Advisors, LLC16,216$1.78M0.04%-1,28313F-HRTimeline
Larson Financial Group LLC16,090$1.77M0.06%-1,21913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,010$1.76M0.02%+1,28013F-HRTimelineGroup
WASHINGTON TRUST Co15,965$1.75M0.06%-1,20813F-HRTimeline
Cannon Financial Strategists, Inc.15,949$1.75M0.24%+7313F-HRTimeline
Perissos Private Wealth Management, LLC15,941$1.75M1.51%-26313F-HRTimeline
TrueWealth Financial Partners15,708$1.73M1.43%new13F-HRTimeline
True Blue Financial, LLC15,708$1.73M1.43%13F-HRTimeline
Ellis Investment Partners, LLC15,692$1.72M0.3%-53613F-HRTimeline
Snowden Capital Advisors LLC15,417$1.69M0.04%-35213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,411$1.69M<0.01%+6,63913F-HRTimelineGroup
CHOREO, LLC15,287$1.68M0.02%-67713F-HRTimeline
TWO SIGMA SECURITIES, LLC15,227$1.67M0.23%new13F-HRTimeline
Arete Wealth Advisors, LLC15,203$1.67M0.12%-38913F-HR/ATimeline
EP Wealth Advisors, LLC15,191$1.67M0.01%13F-HRTimeline
Whalen Wealth Management Inc.15,058$1.66M0.89%+1,52513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,027$1.65M<0.01%+21213F-HRTimelineGroup
Blue Fin Capital, Inc.15,018$1.65M0.26%+63513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/15,008$1.65M0.16%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,930$1.64M+7,702Timeline
Darden Wealth Group Inc14,898$1.64M0.79%-36213F-HRTimeline
Sterling Financial Planning, Inc.14,867$1.63M0.49%+46313F-HRTimeline
NorthCrest Asset Manangement, LLC14,806$1.63M0.04%-2,06013F-HRTimeline
Biondo Investment Advisors, LLC14,815$1.63M0.2%+43613F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC14,686$1.61M0.82%+16113F-HRTimeline
Pflug Koory, LLC14,673$1.61M0.75%-14813F-HRTimeline
American Investment Services, Inc.14,664$1.61M0.37%+46113F-HRTimeline
CPA Asset Management Group, LLC14,657$1.61M0.57%013F-HRTimeline
FIDUCIENT ADVISORS LLC14,423$1.59M0.2%+21913F-HRTimeline
City State Bank14,380$1.58M0.43%-70013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC14,374$1.58M0.03%-57713F-HRTimeline
Patton Albertson Miller Group, LLC14,156$1.56M0.18%+3,84613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,007$1.54M0.07%+8,31913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,898$1.53M0.01%13F-HR/ATimelineGroup
Madden Advisory Services, Inc.13,885$1.53M0.61%+50013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP13,832$1.52M0.02%+3,45113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13,792$1.52M0.07%-1813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP13,664$1.5M0.08%-23,73513F-HRTimeline
William Howard & Co Financial Advisors …13,410$1.47M1.24%+8713F-HRTimeline
PFG Investments, LLC13,370$1.47M0.07%-2,22113F-HRTimeline
E&G Advisors, LLC13,203$1.45M0.32%-32013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,998$1.43M0.03%+2,20513F-HRTimelineGroup
Soltis Investment Advisors LLC12,757$1.4M0.09%+5,06413F-HR/ATimeline
Avos Capital Management, LLC12,341$1.36M0.59%+6513F-HRTimeline
MMA ASSET MANAGEMENT LLC12,333$1.36M0.48%+69913F-HRTimeline
Calder Financial LLC12,214$1.34M1.32%13F-HRTimeline
Milestones Private Investment Advisors …12,209$1.34M0.92%+1,25313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,181$1.34M0.03%-2813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,115$1.33M0.01%+6,06113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,069$1.33M0.02%-13913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co12,059$1.33M0.03%-1,50413F-HRTimeline
Trek Financial, LLC11,901$1.31M0.08%-52613F-HRTimeline
First National Trust Co11,771$1.29M0.04%+4,57413F-HRTimeline
Arrow Investment Advisors, LLC11,631$1.28M1.42%013F-HRTimeline
Note Advisors, LLC11,557$1.27M0.65%+3,00213F-HRTimeline
Wealthspire Advisors, LLC11,453$1.26M0.01%+55613F-HRTimeline
HARBOUR INVESTMENTS, INC.11,345$1.25M0.03%-1,88413F-HRTimeline
BEARING POINT CAPITAL, LLC11,342$1.25M0.19%+85013F-HRTimeline
Prospera Financial Services Inc11,309$1.24M0.02%-41713F-HRTimeline
Kingsview Wealth Management, LLC11,205$1.23M0.02%-61713F-HRTimeline
&PARTNERS11,621$1.23M0.01%-1,76813F-HRTimeline
180 WEALTH ADVISORS, LLC11,198$1.23M0.14%-92713F-HRTimeline
SBI Securities Co., Ltd.11,157$1.23M0.03%-40013F-HRTimeline
B. Riley Wealth Advisors, Inc.11,146$1.23M0.06%+59513F-HRTimeline
COURIER CAPITAL LLC11,055$1.22M0.07%-213F-HRTimeline
Compagnie Lombard Odier SCmA10,990$1.21M0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC10,984$1.21M0.07%-2,25413F-HRTimeline
Indivisible Partners10,966$1.21M0.13%13F-HRTimeline
CWC Advisors, LLC.10,879$1.2M0.58%+53613F-HRTimeline
VestGen Investment Management10,599$1.16M0.65%-42513F-HRTimeline
Grey Fox Wealth Advisors, LLC10,571$1.16M0.24%-99213F-HRTimeline
Chemistry Wealth Management LLC10,447$1.15M0.21%013F-HRTimeline
Arcataur Capital Management LLC10,399$1.14M0.33%013F-HRTimeline
Atria Investments, Inc10,290$1.13M0.01%-2,15213F-HRTimeline
ALLIANCEBERNSTEIN L.P.10,175$1.12M<0.01%+84913F-HRTimeline
Merit Financial Group, LLC10,169$1.12M0.01%+51813F-HRTimeline
McCartney Wealth Management LLC10,130$1.11M0.96%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,040$1.1M0.01%+3,49213F-HRTimelineGroup
Koshinski Asset Management, Inc.9,964$1.1M0.07%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,919$1.09M0.04%+3,66013F-HRTimeline
BOS Asset Management, LLC9,916$1.09M0.29%-16613F-HRTimeline
Parkside Financial Bank & Trust9,903$1.09M0.08%+22313F-HRTimeline
Allworth Financial LP9,871$1.08M<0.01%-5,94113F-HRTimeline
Pine Valley Investments Ltd Liability Co9,839$1.08M0.05%-17513F-HRTimeline
WESBANCO BANK INC9,817$1.08M0.03%-1,35213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,796$1.08M0.07%-56913F-HRTimeline
Bank of Marin9,742$1.07M0.74%-5713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,668$1.06M0.05%-2613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,653$1.06M+1,242Timeline
Unique Wealth Strategies, LLC9,589$1.05M0.41%+45413F-HRTimeline
Sepio Capital, LP9,533$1.05M0.06%+10313F-HRTimeline
Jacobi Capital Management LLC9,526$1.05M0.06%-36513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,457$1.04M0.02%-11813F-HRTimelineGroup
Sovereign Financial Group, Inc.9,282$1.02M0.18%-23513F-HRTimeline
Aviance Capital Partners, LLC9,279$1.02M0.12%+73313F-HRTimeline
Engineers Gate Manager LP9,235$1.02M0.01%-8,87313F-HRTimeline
Maridea Wealth Management LLC9,221$1.01M0.15%+20313F-HRTimeline
National Philanthropic Trust9,201$1.01M0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,127$1M0.14%-28213F-HRTimeline
TFB Advisors LLC9,080$998K0.28%-913F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…9,000$989K0.15%+1,50013F-HRTimelineGroup
Envision Financial LLC9,000$989K0.52%+6,00013F-HRTimeline
GeoWealth Management, LLC8,938$982K0.04%+1,88613F-HRTimeline
WAYSTONE ADVISORS LLC8,911$979K0.84%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,891$977K0.17%+62913F-HRTimeline
SHAYNE & JACOBS, LLC8,880$976K0.3%013F-HRTimeline