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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
Christensen, King & Associates Investme…9,027$993K0.46%-27313F-HRTimeline
Unique Wealth Strategies, LLC9,018$992K0.42%+29713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,991$990K-10,938Timeline
Garner Asset Management Corp9,001$990K0.46%+54913F-HRTimeline
STOCK YARDS BANK & TRUST CO8,908$980K0.03%-3813F-HRTimeline
SHAYNE & JACOBS, LLC8,880$977K0.32%013F-HRTimeline
Aviance Capital Partners, LLC8,734$961K0.13%-33413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,690$956K<0.01%-50913F-HRTimelineGroup
Keel Point, LLC8,666$954K0.06%+513F-HRTimeline
TOWNSQUARE CAPITAL LLC8,622$949K0.09%-275,81713F-HRTimeline
Apella Capital, LLC8,649$945K0.03%-50313F-HRTimeline
SELDON CAPITAL LP8,515$937K0.41%013F-HRTimeline
Fund Evaluation Group, LLC8,505$936K0.04%+1,67813F-HRTimeline
Parkside Financial Bank & Trust8,492$934K0.1%+14613F-HRTimeline
Palisade Asset Management, LLC8,475$933K0.09%+513F-HRTimeline
Soltis Investment Advisors LLC8,459$931K0.07%-49413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/8,172$899K0.18%+57513F-HRTimeline
SMITH, MOORE & CO.8,092$890K0.07%+8813F-HRTimeline
IHT Wealth Management, LLC8,076$889K0.02%+70013F-HRTimeline
RENASANT BANK8,072$888K0.59%-4,50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,063$887K<0.01%-1,22713F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC8,043$885K0.05%-213F-HRTimeline
NORDEN GROUP LLC8,041$885K0.1%-7,71513F-HRTimeline
Park Place Capital Corp8,024$879K0.2%-4,50013F-HRTimeline
FineMark National Bank & Trust7,913$871K0.03%-5013F-HRTimeline
CHAPIN DAVIS, INC.7,861$865K0.24%+213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.7,790$857K0.03%+4,02413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,780$856K0.01%+413F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP7,770$855K0.03%-23013F-HRTimeline
Bigelow Investment Advisors, LLC7,688$846K0.37%-4313F-HRTimeline
&PARTNERS7,679$845K0.01%+1,61813F-HRTimeline
DUNCKER STREETT & CO INC7,596$836K0.15%+3113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,540$829K0.03%-4213F-HRTimelineGroup
Sequoia Financial Advisors, LLC7,513$827K0.01%-42513F-HRTimeline
Sowell Financial Services LLC7,482$823K0.03%-18513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,412$816K0.02%+2213F-HRTimelineGroup
Slocum, Gordon & Co LLP7,369$811K0.65%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC7,341$808K0.07%-1413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.7,285$802K0.04%-4,84413F-HRTimeline
Note Advisors, LLC7,249$798K0.55%-3413F-HRTimeline
GILL CAPITAL PARTNERS, LLC7,236$796K0.26%-25713F-HRTimeline
Farrell Financial LLC7,207$793K0.53%+24713F-HRTimeline
Glenview Trust Co7,186$791K0.01%+1,51113F-HRTimeline
Busey Bank7,172$789K0.02%013F-HRTimeline
GeoWealth Management, LLC7,150$787K0.03%+6713F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT7,138$785K0.06%+15213F-HRTimeline
Global Retirement Partners, LLC7,095$781K0.02%13F-HRTimeline
Atlas Brown,Inc.7,085$780K0.25%+54713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,079$779K<0.01%-21,65813F-HR/ATimelineGroup
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…7,067$778K0.22%013F-HRTimelineGroup
Garde Capital, Inc.7,060$777K0.04%+59613F-HRTimeline
BANQUE PICTET & CIE SA7,050$776K0.01%013F-HRTimeline
Austin Asset Management Co Inc6,961$766K0.15%+9113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,946$764K0.03%+9213F-HRTimeline
DMC Group, LLC6,932$763K0.59%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,927$762K0.01%-70713F-HRTimelineGroup
Alpha Cubed Investments, LLC6,914$761K0.03%-1,55113F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,872$756K0.02%-2813F-HRTimeline
Chesley Taft & Associates LLC6,859$755K0.03%013F-HRTimeline
Cresset Asset Management, LLC6,786$747K<0.01%-76113F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,748$743K0.01%-25513F-HRTimelineGroup
First National Trust Co6,715$739K0.03%-23813F-HRTimeline
Planned Solutions, Inc.6,707$738K0.28%-35413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC6,682$735K0.56%-31,89313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,674$734K<0.01%+3113F-HRTimelineGroup
Columbus Macro, LLC6,669$734K0.09%new13F-HRTimeline
Atwater Malick LLC6,573$723K0.23%-42513F-HRTimeline
Balefire, LLC6,569$723K0.16%+4,18713F-HRTimeline
Westfuller Advisors, LLC6,560$722K0.41%-34913F-HRTimeline
WealthTrust Axiom LLC6,500$715K0.21%013F-HRTimeline
FIRST UNITED BANK & TRUST6,450$710K0.25%+1,98613F-HRTimeline
Inscription Capital, LLC6,380$702K0.1%-93213F-HRTimeline
AWM CAPITAL, LLC6,377$702K0.07%-33713F-HRTimeline
Red Wave Investments LLC6,360$700K0.23%-813F-HRTimeline
Bath Savings Trust Co6,338$697K0.07%-30713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC6,302$694K0.87%+19513F-HRTimeline
Safeguard Investment Advisory Group, LLC6,235$686K0.17%-3513F-HRTimeline
Tranquilli Financial Advisor LLC6,229$685K0.42%+13113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…6,217$684K0.06%-76213F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC6,169$679K0.04%-30413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,151$677K0.52%-2813F-HRTimeline
Avior Wealth Management, LLC6,101$671K0.02%-5813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC6,095$671K0.27%-1213F-HRTimeline
Caldwell Trust Co6,065$667K0.07%-85013F-HRTimeline
Simplicity Wealth,LLC6,062$667K0.03%+2,98913F-HRTimeline
TRUE Private Wealth Advisors5,969$657K0.07%-8813F-HRTimeline
Johnson Financial Group, LLC5,906$650K0.06%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,899$649K<0.01%+1,11013F-HRTimelineGroup
SeaCrest Wealth Management, LLC5,888$648K0.07%-4613F-HRTimeline
Mission Creek Capital Partners, Inc.5,863$645K0.14%-5613F-HRTimeline
SUMMITRY LLC5,805$639K0.03%013F-HRTimeline
Faithward Advisors, LLC5,793$637K0.1%+93713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,791$637K0.02%-86313F-HRTimelineGroup
Summit Wealth Group, LLC5,766$635K0.16%-5,39013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…5,763$634K0.12%+19413F-HRTimelineGroup
Florin Court Capital LLP5,700$627K0.64%-1,70013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,647$621K0.17%+1713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,636$620K0.03%-15613F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.5,623$619K0.38%-57413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,606$617K0.01%-4,72313F-HRTimeline
FC Advisory LLC5,590$615K0.19%+4613F-HRTimeline
Quest 10 Wealth Builders, Inc.5,555$611K0.6%-88013F-HRTimeline
DecisionMap Wealth Management, LLC5,527$608K0.42%+24713F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding5,517$607K-355Timeline
AllSquare Wealth Management LLC5,479$603K0.34%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,450$600K0.05%-21713F-HRTimeline
Regal Investment Advisors LLC5,449$600K0.04%+48313F-HRTimeline
IEQ CAPITAL, LLC5,439$598K<0.01%-97313F-HRTimeline
Mine & Arao Wealth Creation & Managemen…5,421$596K0.27%+2213F-HRTimeline
Private Harbour Investment Management &…5,405$595K0.62%-5013F-HRTimeline
EFG Private Wealth Management (Americas…5,387$593K0.11%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV5,380$592K0.12%+26613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,370$591K0.05%-33313F-HR/ATimeline
COREPATH WEALTH PARTNERS LLC5,398$590K0.5%+113F-HRTimeline
Fisher Asset Management, LLC5,362$590K<0.01%-1,30813F-HRTimeline
Elm Partners Management LLC5,310$584K0.03%+3,06013F-HR/ATimeline
Gibson Capital, LLC5,287$582K0.11%-32413F-HRTimeline
Tyche Wealth Partners LLC5,240$577K0.12%013F-HRTimeline
Hardin Capital Partners, LLC5,250$575K0.34%+2713F-HRTimeline
BCS Private Wealth Management, Inc.5,215$574K0.22%13F-HRTimeline
Baldwin Investment Management, LLC5,200$572K0.07%013F-HRTimeline
Single Point Partners, LLC5,194$572K0.13%013F-HRTimeline
TRUST CO OF VERMONT5,186$571K0.03%-1,13313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP5,134$565K0.15%-15913F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.5,098$561K0.01%+41413F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Oder Investment Management, LLC5,091$560K0.42%+59813F-HRTimeline
Consolidated Portfolio Review Corp5,086$560K0.08%-5913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA5,070$558K0.14%-4013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,057$556K0.01%+11913F-HRTimelineGroup
Shepherd Financial Partners LLC5,048$556K0.06%-2,33313F-HRTimeline
Dorsey Wright & Associates5,030$554K0.13%-45113F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,990$549K0.19%013F-HRTimeline
VAN STRUM & TOWNE INC.4,905$540K0.17%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,889$538K0.07%+50913F-HRTimeline
Focus Financial Network, Inc.4,834$532K0.02%-15613F-HRTimeline
Mezzasalma Advisors, LLC4,788$527K0.16%+4413F-HRTimeline
Apexium Financial, LP4,771$525K0.03%-99613F-HRTimeline
Grandview Asset Management LLC4,737$521K0.17%-35713F-HRTimeline
TWO SIGMA SECURITIES, LLC4,603$507K0.06%+1,53713F-HRTimeline
FSA Investment Group, LLC4,544$500K0.37%+69713F-HRTimeline
Charter Capital Management, LLC\DE4,542$500K0.29%13F-HRTimeline
SYNTAX RESEARCH, INC.4,538$499K0.35%+6213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,536$499K0.02%+1,91613F-HRTimeline
Councilor Wealth, LLC4,534$499K0.23%+6213F-HRTimeline
Ballentine Partners, LLC4,521$497K0.01%013F-HRTimeline
American Trust4,497$495K0.05%new13F-HRTimeline
Parker Financial LLC4,476$493K0.21%-4813F-HRTimeline
Pinnacle Financial Partners Inc4,472$492K0.01%+5513F-HRTimeline
IVC Wealth Advisors LLC4,471$492K0.24%-51313F-HRTimeline
Flaharty Asset Management, LLC4,466$491K0.07%013F-HR/ATimeline
JEPPSON WEALTH MANAGEMENT, LLC4,444$489K0.17%+5713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,440$489K0.04%-36213F-HRTimeline
Courage Miller Partners, LLC4,429$487K0.15%-2,24613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,410$485K0.01%013F-HRTimelineGroup
Carnegie Investment Counsel4,409$485K0.01%+1,11013F-HRTimeline
Glen Eagle Advisors, LLC4,406$485K0.07%-11513F-HRTimeline
Latitude Advisors, LLC4,387$483K0.24%-32113F-HRTimeline
HCR Wealth Advisors4,345$478K0.06%013F-HRTimeline
Upper Left Wealth Management, LLC4,343$478K0.32%-413F-HRTimeline
Clearstead Advisors, LLC4,304$474K0.01%+313F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,277$471K0.04%+2413F-HRTimeline
MIDDLETON & CO INC/MA4,244$467K0.05%013F-HRTimeline
ASPIRIANT, LLC4,239$466K0.01%new13F-HRTimeline
Clarity Financial LLC4,219$464K0.05%+5513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,199$462K0.04%-4213F-HR/ATimeline
Prudent Man Advisors, LLC4,197$462K0.15%013F-HRTimeline
J. W. Coons Advisors, LLC4,193$461K0.1%013F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC4,192$461K0.15%-5,03413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.4,171$459K<0.01%-22913F-HRTimelineGroup
Matrix Trust Co4,165$458K0.07%-13,39713F-HRTimeline
Pekin Hardy Strauss, Inc.4,146$456K0.05%+55013F-HRTimeline
Foundations Investment Advisors, LLC4,144$456K0.01%-4,17013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,125$454K0.01%+3013F-HRTimelineGroup
Smith Thornton Advisors LLC4,055$446K0.26%-77013F-HRTimeline
NorthLanding Financial Partners, LLC4,049$446K0.39%+2313F-HRTimeline
Auour Investments LLC4,012$441K0.15%+613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,007$441K0.07%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,005$441K0.08%013F-HRTimeline
EQ WEALTH ADVISORS, LLC4,004$441K0.3%-15713F-HRTimeline
Venture Visionary Partners LLC3,983$438K0.02%+23813F-HRTimeline
Hardy Reed LLC3,925$432K0.03%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,920$431K<0.01%-53613F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.3,895$428K0.18%-8213F-HRTimeline
10Elms LLP3,868$426K0.41%+14013F-HRTimeline
JMG Financial Group, Ltd.3,832$422K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV3,813$420K0.03%-13,52613F-HRTimeline
FSM Wealth Advisors, LLC3,841$420K0.07%-2313F-HRTimeline
Journey Advisory Group, LLC3,812$419K0.03%-40013F-HRTimeline
Moors & Cabot, Inc.3,721$410K0.02%-13213F-HRTimeline
Mayflower Financial Advisors, LLC3,715$409K0.06%-6513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,709$408K0.12%+413F-HRTimeline
Pinnacle Financial Group, LLC / IL3,708$408K0.14%-9913F-HRTimeline
Evanson Asset Management, LLC3,685$406K0.03%+1313F-HRTimeline
Rehmann Capital Advisory Group3,673$404K0.02%+1613F-HRTimeline
CLG LLC3,673$404K0.13%new13F-HRTimeline
HB Wealth Management, LLC3,670$404K<0.01%013F-HRTimeline
WFA of San Diego, LLC3,659$403K0.3%13F-HRTimeline
AdvisorNet Financial, Inc3,659$403K0.03%-76413F-HRTimeline
Legacy Financial Group LLC3,658$403K0.06%-1,16113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,641$401K0.18%-50713F-HRTimelineGroup