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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
WEDBUSH SECURITIES INC9,868$1.1M0.04%-2,17913F-HRTimeline
Performance Wealth Partners, LLC9,850$1.09M0.04%-18713F-HRTimeline
Estate Counselors, LLC9,800$1.09M0.11%new13F-HRTimeline
Compound Planning, Inc.9,777$1.09M0.05%-84813F-HRTimeline
Glass Jacobson Investment Advisors llc10,179$1.08M0.36%013F-HRTimeline
American Financial Advisors, LLC9,737$1.08M0.16%-38313F-HRTimeline
Fox Hill Wealth Management9,592$1.07M0.63%-9013F-HRTimeline
TFB Advisors LLC9,528$1.06M0.3%-52113F-HRTimeline
Kovack Advisors, Inc.9,455$1.05M0.11%+1,52313F-HRTimeline
PINNACLE ASSOCIATES LTD9,348$1.04M0.02%-12513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,290$1.03M<0.01%+1,50513F-HRTimelineGroup
Dynamic Advisor Solutions LLC9,284$1.03M0.03%+33313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,540$1.03M0.22%-86413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC9,252$1.03M0.2%-85313F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC9,226$1.02M0.45%-50,60913F-HRTimeline
Financial Network Wealth Advisors LLC9,221$1.02M1.35%+6,72813F-HRTimeline
Christensen, King & Associates Investme…9,300$1.02M0.49%-16113F-HRTimeline
National Philanthropic Trust9,201$1.02M0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,199$1.02M<0.01%-90013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP9,087$1.01M0.01%013F-HRTimeline
Aviance Capital Partners, LLC9,068$1.01M0.14%+13813F-HRTimeline
Graypoint LLC9,050$1.01M0.06%013F-HRTimeline
Apella Capital, LLC9,152$1000K0.03%+3,26513F-HRTimeline
CWC Advisors, LLC.8,962$996K0.57%+12313F-HRTimeline
Soltis Investment Advisors LLC8,953$995K0.09%-2,40613F-HRTimeline
STOCK YARDS BANK & TRUST CO8,946$994K0.04%-80713F-HRTimeline
SHAYNE & JACOBS, LLC8,880$986K0.24%-23013F-HRTimeline
Sepio Capital, LP8,793$977K0.08%-62613F-HRTimeline
Unique Wealth Strategies, LLC8,721$969K0.44%+52713F-HRTimeline
Keel Point, LLC8,661$962K0.07%+413F-HRTimeline
SELDON CAPITAL LP8,515$946K0.6%013F-HRTimeline
Palisade Asset Management, LLC8,470$941K0.1%-50013F-HRTimeline
Alpha Cubed Investments, LLC8,465$940K0.04%+79413F-HRTimeline
Garner Asset Management Corp8,452$939K0.41%+1,24813F-HRTimeline
Belpointe Asset Management LLC8,394$933K0.05%-43,46513F-HRTimeline
Parkside Financial Bank & Trust8,346$927K0.12%+94013F-HRTimeline
Foundations Investment Advisors, LLC8,314$924K0.02%-94513F-HRTimeline
Merit Financial Group, LLC8,257$917K0.01%+3,17313F-HRTimeline
Dorsey & Whitney Trust CO LLC8,045$894K0.05%+2,92313F-HRTimeline
SMITH, MOORE & CO.8,004$889K0.08%-30013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP8,000$889K0.04%new13F-HRTimeline
FineMark National Bank & Trust7,963$885K0.03%-39313F-HRTimeline
Sequoia Financial Advisors, LLC7,938$882K0.01%-74613F-HRTimeline
Atria Investments, Inc7,892$877K0.01%-1,01613F-HRTimeline
CHAPIN DAVIS, INC.7,859$873K0.3%-21913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,776$864K0.01%-41813F-HRTimelineGroup
Bigelow Investment Advisors, LLC7,731$859K0.41%-21113F-HRTimeline
Sowell Financial Services LLC7,667$852K0.04%new13F-HRTimeline
Modern Wealth Management, LLC7,660$851K0.03%+1,18313F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,634$848K0.01%+4,20913F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/7,597$844K0.17%-5013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,582$842K0.03%+3,60813F-HRTimelineGroup
DUNCKER STREETT & CO INC7,565$840K0.17%013F-HRTimeline
Cresset Asset Management, LLC7,547$838K<0.01%-1,18213F-HRTimeline
GILL CAPITAL PARTNERS, LLC7,493$832K0.29%013F-HRTimeline
Florin Court Capital LLP7,400$822K0.85%-2,00013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,390$821K0.02%-49913F-HRTimelineGroup
Shepherd Financial Partners LLC7,381$820K0.1%-4,05413F-HRTimeline
IHT Wealth Management, LLC7,376$819K0.03%+913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC7,355$817K0.08%-82713F-HRTimelineGroup
Note Advisors, LLC7,283$809K0.67%-49713F-HRTimeline
Gibbs Wealth Management7,258$806K0.19%+2,20613F-HRTimeline
Hanson & Doremus Investment Management7,198$800K0.12%+4,13813F-HRTimeline
Busey Bank7,172$797K0.03%013F-HRTimeline
GeoWealth Management, LLC7,083$787K0.03%-14313F-HRTimeline
Inscription Capital, LLC7,312$785K0.13%13F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…7,067$785K0.25%+2,00013F-HRTimelineGroup
Planned Solutions, Inc.7,061$784K0.32%013F-HRTimeline
BANQUE PICTET & CIE SA7,050$783K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,003$778K0.02%+3,22713F-HRTimelineGroup
Atwater Malick LLC6,998$777K0.26%-2013F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT6,986$776K0.09%+1,12413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,979$775K0.08%-53313F-HRTimelineGroup
Farrell Financial LLC6,960$773K0.56%-45513F-HRTimeline
First National Trust Co6,953$772K0.03%-2,09713F-HRTimeline
DMC Group, LLC6,932$770K0.63%-12513F-HRTimeline
Caldwell Trust Co6,915$768K0.08%-29813F-HRTimeline
Westfuller Advisors, LLC6,909$768K0.51%-23913F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,900$766K0.02%-5213F-HRTimeline
Austin Asset Management Co Inc6,870$763K0.16%013F-HRTimeline
Chesley Taft & Associates LLC6,859$762K0.04%+85013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,854$761K0.03%013F-HR/ATimeline
Fund Evaluation Group, LLC6,827$758K0.03%+1,23413F-HRTimeline
Prospera Financial Services Inc6,787$754K0.02%-48313F-HRTimeline
AWM CAPITAL, LLC6,714$746K0.09%-2,04813F-HRTimeline
Courage Miller Partners, LLC6,675$742K0.25%-10,21313F-HRTimeline
Fisher Asset Management, LLC6,670$741K<0.01%+1,52513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,654$739K0.03%-71413F-HRTimelineGroup
Bath Savings Trust Co6,645$738K0.08%013F-HRTimeline
Atlas Brown,Inc.6,538$726K0.25%-14213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,643$724K<0.01%+55113F-HRTimelineGroup
WealthTrust Axiom LLC6,500$722K0.22%013F-HRTimeline
Jaffetilchin Investment Partners, LLC6,473$719K0.05%-10013F-HRTimeline
Garde Capital, Inc.6,464$718K0.04%new13F-HRTimeline
Whalen Wealth Management Inc.6,461$718K0.48%+3,13713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,447$716K<0.01%+4913F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.6,435$713K0.76%+7013F-HRTimeline
IEQ CAPITAL, LLC6,412$712K0.01%+12913F-HRTimeline
Red Wave Investments LLC6,368$707K0.25%-17113F-HRTimeline
TRUST CO OF VERMONT6,319$702K0.04%-53913F-HRTimeline
Safeguard Investment Advisory Group, LLC6,270$697K0.19%-74713F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,197$688K0.46%-22313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,179$686K0.6%-12313F-HRTimeline
Avior Wealth Management, LLC6,159$684K0.03%-18113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,153$684K0.03%new13F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC6,107$678K0.91%-713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC6,107$678K0.31%-5013F-HRTimeline
Tranquilli Financial Advisor LLC6,098$677K0.43%+1,16613F-HRTimeline
TRUE Private Wealth Advisors6,057$673K0.08%+4613F-HRTimeline
SeaCrest Wealth Management, LLC5,934$659K0.07%-52613F-HRTimeline
Mission Creek Capital Partners, Inc.5,919$657K0.16%013F-HRTimeline
Johnson Financial Group, LLC5,906$656K0.07%new13F-HRTimeline
Global Assets Advisory, LLC5,961$653K0.12%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding5,872$652K-300Timeline
SUMMITRY LLC5,805$645K0.03%013F-HRTimeline
&PARTNERS6,061$645K0.01%-1,59913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,792$643K0.03%-57613F-HRTimeline
Apexium Financial, LP5,767$641K0.04%-95013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,703$634K0.06%-1,53113F-HR/ATimeline
Proquility Private Wealth Partners, LLC5,703$634K0.2%new13F-HRTimeline
J2 Capital Management Inc5,691$632K0.58%-30,46713F-HRTimeline
Glenview Trust Co5,675$630K0.01%+1513F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED5,667$627K0.06%-32213F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,630$625K0.16%-70113F-HRTimelineGroup
Gibson Capital, LLC5,611$623K0.13%+113F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,569$619K0.12%new13F-HRTimelineGroup
FC Advisory LLC5,544$616K0.21%+3313F-HRTimeline
Dorsey Wright & Associates5,481$609K0.16%-1,03213F-HRTimeline
AllSquare Wealth Management LLC5,479$609K0.36%013F-HRTimeline
Private Harbour Investment Management &…5,455$606K0.67%-85013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…5,399$600K0.29%-15213F-HRTimeline
EFG Private Wealth Management (Americas…5,387$598K0.12%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP5,293$588K0.17%+23013F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC5,397$588K0.56%-10713F-HRTimeline
DecisionMap Wealth Management, LLC5,280$587K0.45%+2413F-HRTimeline
Tyche Wealth Partners LLC5,240$582K0.13%+22813F-HRTimeline
Hardin Capital Partners, LLC5,223$580K0.36%013F-HRTimeline
Baldwin Investment Management, LLC5,200$578K0.07%013F-HRTimeline
Single Point Partners, LLC5,194$577K0.14%013F-HRTimeline
Consolidated Portfolio Review Corp5,145$572K0.09%+17313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV5,114$568K0.13%+3013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA5,110$568K0.16%013F-HRTimeline
Grandview Asset Management LLC5,094$566K0.22%-94613F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,000$555K0.06%new13F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC4,999$555K0.02%new13F-HRTimelineGroup
Focus Financial Network, Inc.4,990$554K0.02%-62013F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,990$554K0.22%new13F-HRTimeline
Financial Architects, LLC4,985$554K0.35%-21013F-HRTimeline
IVC Wealth Advisors LLC4,984$554K0.3%-80313F-HRTimeline
Regal Investment Advisors LLC4,966$552K0.04%+2,03813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,938$549K0.01%-1913F-HRTimelineGroup
VAN STRUM & TOWNE INC.4,905$545K0.18%013F-HRTimeline
Cutter & CO Brokerage, Inc.4,877$542K0.13%-15313F-HRTimeline
Faithward Advisors, LLC4,856$539K0.09%-113F-HRTimeline
NVWM, LLC4,847$538K0.14%+2,89713F-HRTimeline
Smith Thornton Advisors LLC4,825$536K0.33%013F-HRTimeline
Legacy Financial Group LLC4,819$535K0.08%-1,47613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,802$533K0.05%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,789$532K<0.01%-48113F-HRTimelineGroup
Mezzasalma Advisors, LLC4,744$527K0.18%-3913F-HRTimeline
Latitude Advisors, LLC4,708$523K0.3%-49913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.4,684$520K0.01%new13F-HRTimelineGroup
Parker Financial LLC4,524$503K0.24%-1,49113F-HRTimeline
Ballentine Partners, LLC4,521$502K0.01%-12613F-HRTimeline
Glen Eagle Advisors, LLC4,521$502K0.08%-1,01013F-HRTimeline
Oder Investment Management, LLC4,493$499K0.42%013F-HRTimeline
SYNTAX RESEARCH, INC.4,476$497K0.34%013F-HRTimeline
Councilor Wealth, LLC4,472$497K0.25%013F-HRTimeline
Flaharty Asset Management, LLC4,466$496K0.07%+47013F-HRTimeline
FIRST UNITED BANK & TRUST4,464$496K0.19%+84413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp4,456$495K<0.01%+16513F-HRTimelineGroup
AdvisorNet Financial, Inc4,423$491K0.04%-11113F-HRTimeline
Pinnacle Financial Partners Inc4,417$491K0.01%+26313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,410$490K0.01%-1,44213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.4,400$489K<0.01%+5713F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC4,387$487K0.18%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,380$487K0.07%-50713F-HRTimeline
Westmount Partners, LLC4,375$486K0.15%+1,13513F-HRTimeline
Upper Left Wealth Management, LLC4,347$483K0.35%-8813F-HRTimeline
HCR Wealth Advisors4,345$483K0.06%013F-HRTimeline
Clearstead Advisors, LLC4,301$478K0.01%+10513F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,253$473K0.05%-513F-HRTimeline
MIDDLETON & CO INC/MA4,244$471K0.06%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,241$471K0.04%013F-HR/ATimeline
Journey Advisory Group, LLC4,212$468K0.04%-50013F-HRTimeline
Prudent Man Advisors, LLC4,197$466K0.17%+25113F-HRTimeline
Palumbo Wealth Management LLC4,193$466K0.16%-56313F-HRTimeline
J. W. Coons Advisors, LLC4,193$466K0.12%013F-HRTimeline
Greenspring Advisors, LLC4,175$464K0.11%+1,82913F-HRTimeline
BTS Asset Management, Inc.4,165$463K0.52%new13F-HRTimeline
Clarity Financial LLC4,164$463K0.05%+34813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,162$462K0.03%-44613F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC4,161$462K0.37%+1,01213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,148$461K0.23%-4,23313F-HRTimelineGroup
NAPATREE CAPITAL LLC4,101$456K0.26%+24113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,095$455K0.01%+7613F-HRTimelineGroup
Continuum Advisory, LLC4,036$448K0.06%+1,53613F-HRTimeline
NorthLanding Financial Partners, LLC4,026$447K0.44%-18113F-HRTimeline
SageView Advisory Group, LLC4,019$447K0.02%-1,18113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,007$445K0.08%013F-HRTimeline