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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
Qube Research & Technologies Ltd8,855$973K<0.01%-13313F-HRTimeline
Keel Point, LLC8,846$972K0.06%+20213F-HRTimeline
Integrated Wealth Concepts LLC8,826$970K0.01%-3,27813F-HRTimeline
Apella Capital, LLC8,773$964K0.02%+29213F-HRTimeline
PINNACLE ASSOCIATES LTD8,741$961K0.01%-7013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…8,626$948K0.57%+4,73713F-HRTimelineGroup
Christensen, King & Associates Investme…8,610$946K0.4%-9113F-HRTimeline
Global Retirement Partners, LLC8,596$945K0.02%+1,32813F-HRTimeline
Performance Wealth Partners, LLC8,559$941K0.03%-68213F-HRTimeline
Fund Evaluation Group, LLC8,554$940K0.03%-4213F-HRTimeline
Nest Investments, LLC8,523$937K0.78%13F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV8,520$936K0.91%13F-HRTimeline
SELDON CAPITAL LP8,515$936K0.32%013F-HRTimeline
AE Wealth Management LLC8,449$929K0.01%+36613F-HRTimeline
Exit Wealth Advisors, LLC.8,290$911K0.54%+1,81913F-HRTimeline
Fox Hill Wealth Management8,252$907K0.42%-54113F-HRTimeline
Sowell Financial Services LLC8,239$906K0.03%-1713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,206$902K0.01%-38213F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC8,185$900K0.07%+2,10613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding8,177$899K-47Timeline
SG Americas Securities, LLC8,122$893K<0.01%-132,87413F-HRTimeline
STOCK YARDS BANK & TRUST CO8,116$892K0.03%-47013F-HRTimeline
Portside Wealth Group, LLC8,109$891K0.12%-42113F-HRTimeline
Palisade Asset Management, LLC8,106$891K0.09%-36413F-HRTimeline
Dorsey & Whitney Trust CO LLC8,056$885K0.05%+1913F-HRTimeline
Florin Court Capital LLP8,000$879K1.22%+2,30013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding7,801$857K+92Timeline
FLAGSHIP HARBOR ADVISORS, LLC7,711$848K0.04%+1,56513F-HRTimeline
Alliance Wealth Advisors, LLC /UT7,711$848K0.18%-4,92513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,700$846K0.01%+1,50013F-HRTimelineGroup
Vise Technologies, Inc.7,699$846K0.02%+5,86713F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding7,633$839K0Timeline
Capital Analysts, LLCin group Capital Analysts, LLC7,617$837K0.02%-1113F-HR/ATimelineGroup
CHAPIN DAVIS, INC.7,615$837K0.2%+113F-HRTimeline
Cresset Asset Management, LLC7,605$836K<0.01%+78513F-HRTimeline
Kelsey Financial, LLC7,572$832K0.71%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,542$829K0.03%+13113F-HRTimeline
Fortis Group Advisors, LLC7,468$825K0.14%+7,34913F-HRTimeline
DUNCKER STREETT & CO INC7,405$814K0.14%+2613F-HRTimeline
Clark Capital Management Group, Inc.7,370$810K<0.01%new13F-HRTimeline
FineMark National Bank & Trust7,268$799K0.02%-65913F-HRTimeline
Jaffetilchin Investment Partners, LLC7,242$796K0.05%+1,05013F-HRTimeline
Cedrus Wealth Group LLC7,230$795K0.73%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS7,220$794K0.18%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding7,124$785K-728Timeline
Family Legacy Financial Solutions, LLC7,129$784K0.6%-2,03813F-HRTimeline
Farrell Financial LLC7,119$782K0.46%+9813F-HRTimeline
Austin Asset Management Co Inc7,076$778K0.13%+4613F-HRTimeline
BANQUE PICTET & CIE SA7,050$775K0.01%013F-HRTimeline
Atlas Brown,Inc.7,020$772K0.23%+2013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC6,991$768K0.12%-1,57513F-HRTimeline
SMITH, MOORE & CO.6,956$765K0.06%+613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP6,860$754K0.03%-26813F-HRTimeline
Balefire, LLC6,833$751K0.15%+26813F-HRTimeline
Chesley Taft & Associates LLC6,818$749K0.03%-4113F-HRTimeline
Planned Solutions, Inc.6,707$737K0.24%013F-HRTimeline
WEDBUSH SECURITIES INC6,665$733K0.02%-43813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.6,611$727K0.47%-2,81413F-HRTimeline
Turim 21 Investimentos Ltda.6,570$722K0.28%-33,22113F-HRTimeline
Bigelow Investment Advisors, LLC6,550$720K0.28%-13213F-HRTimeline
Regal Investment Advisors LLC6,504$715K0.04%+1,00313F-HRTimeline
WealthTrust Axiom LLC6,500$714K0.18%013F-HRTimeline
Cauble & Harre Wealth Management, Inc.6,450$709K0.59%13F-HRTimeline
Arta Finance Wealth Management LLC6,434$707K0.36%13F-HRTimeline
Summa Corp.6,430$707K0.3%013F-HRTimeline
FIRST UNITED BANK & TRUST6,427$706K0.23%+11913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,409$704K<0.01%-39813F-HRTimelineGroup
Red Wave Investments LLC6,325$695K0.21%-3513F-HRTimeline
DMC Group, LLC6,278$690K0.46%-65413F-HRTimeline
Belpointe Asset Management LLC6,220$684K0.02%+4,37313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,213$683K0.01%-1,22613F-HRTimelineGroup
DecisionMap Wealth Management, LLC6,189$680K0.42%+49013F-HRTimeline
American Trust6,154$676K0.06%+1,95613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,117$672K<0.01%-1,01713F-HRTimelineGroup
Busey Bank6,108$671K0.02%-66913F-HRTimeline
J2 Capital Management Inc6,104$671K0.49%+31013F-HRTimeline
Tranquilli Financial Advisor LLC6,099$670K0.39%-19413F-HRTimeline
Westfuller Advisors, LLC6,095$670K0.27%-33313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC6,095$670K0.26%013F-HRTimeline
Charter Capital Management, LLC\DE6,058$666K0.34%+68213F-HRTimeline
Inscription Capital, LLC6,041$664K0.07%-21813F-HRTimeline
Atwater Malick LLC5,993$659K0.18%-58013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,985$658K0.01%-4513F-HRTimeline
Zinnia Wealth Advisory, LLC5,946$654K0.71%13F-HRTimeline
Alpha Cubed Investments, LLC5,937$653K0.02%-91713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,916$650K0.01%-5913F-HRTimelineGroup
Johnson Financial Group, LLC5,906$649K0.04%013F-HRTimeline
Headlands Technologies LLC5,858$644K0.05%+1,63813F-HRTimeline
Avior Wealth Management, LLC5,842$642K0.02%-1,73613F-HRTimeline
SUMMITRY LLC5,805$638K0.03%013F-HRTimeline
PFG Advisors5,800$637K0.03%-87013F-HRTimeline
Winter & Associates, Inc.5,788$636K0.59%13F-HRTimeline
Glenview Trust Co5,765$634K0.01%-41013F-HRTimeline
AWM CAPITAL, LLC5,724$629K0.06%-41313F-HRTimeline
VestGen Advisors, LLC5,720$629K0.03%+3,04213F-HRTimeline
Faithward Advisors, LLC5,689$625K0.09%+5913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,626$618K<0.01%-49913F-HRTimelineGroup
IHT Wealth Management, LLC5,614$617K0.02%+68213F-HRTimeline
Rossby Financial, LCC5,592$615K0.19%+5,23913F-HRTimeline
American Financial Advisors, LLC5,586$614K0.08%-2,16413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,573$613K0.01%+96313F-HRTimelineGroup
Summit Wealth Group, LLC5,543$609K0.14%+4513F-HRTimeline
Caldwell Trust Co5,512$606K0.05%-2813F-HRTimeline
SeaCrest Wealth Management, LLC5,463$602K0.06%-31613F-HRTimeline
Kovack Advisors, Inc.5,461$600K0.03%+81613F-HR/ATimeline
TrustWell Financial Advisors, LLC5,457$600K0.58%13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…5,454$599K0.23%+1713F-HRTimeline
Financial Architects, LLC5,450$599K0.32%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…5,447$599K0.05%-72413F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.5,437$598K0.01%+34913F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.5,416$595K0.44%-35613F-HRTimeline
Moors & Cabot, Inc.5,410$595K0.03%+1,71013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP5,404$594K0.15%+27013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,400$594K<0.01%-10013F-HRTimelineGroup
Veratis Advisors, Inc.5,282$588K0.47%13F-HRTimeline
FC Advisory LLC5,343$587K0.17%+3813F-HRTimeline
Baldwin Investment Management, LLC5,200$572K0.06%013F-HRTimeline
Single Point Partners, LLC5,194$571K0.11%013F-HRTimeline
Hardin Capital Partners, LLC5,179$569K0.27%013F-HRTimeline
Gibson Capital, LLC5,167$568K0.1%-113F-HRTimeline
Elm Partners Management LLC5,116$562K0.02%+1,95013F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,092$560K<0.01%+82813F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,091$560K0.02%new13F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA5,070$557K0.13%013F-HRTimeline
BCS Private Wealth Management, Inc.5,070$557K0.19%013F-HRTimeline
FSA Investment Group, LLC5,054$555K0.34%+60613F-HRTimeline
Shade Tree Advisors LLC5,036$554K0.42%+1,63713F-HRTimeline
Carr Financial Group Corp5,033$553K0.15%-55013F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC5,000$550K0.15%new13F-HRTimeline
Baker Ellis Asset Management LLC5,000$550K0.07%new13F-HRTimeline
Bath Savings Trust Co4,985$548K0.05%-1,30013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,979$547K0.01%-1,11313F-HRTimeline
Quest 10 Wealth Builders, Inc.4,964$546K0.49%-1,51413F-HRTimeline
Private Harbour Investment Management &…4,905$539K0.56%-5013F-HRTimeline
Upper Left Wealth Management, LLC4,871$535K0.33%+60013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.4,811$529K0.29%-31113F-HRTimeline
TRUE Private Wealth Advisors4,797$527K0.05%-20013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,793$527K0.01%-7813F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich4,786$526K<0.01%+313F-HRTimeline
W1M Asset Management Ltd4,762$523K0.01%new13F-HRTimeline
Oder Investment Management, LLC4,721$519K0.38%+813F-HRTimeline
GILL CAPITAL PARTNERS, LLC4,711$518K0.16%-5013F-HRTimeline
COREPATH WEALTH PARTNERS LLC4,694$517K0.35%-9513F-HRTimeline
TRUST CO OF VERMONT4,699$516K0.02%-43713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,667$514K0.03%-20213F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC4,666$513K0.41%013F-HRTimeline
SYNTAX RESEARCH, INC.4,633$509K0.31%+5113F-HRTimeline
Clearstead Advisors, LLC4,625$508K0.01%-29213F-HRTimeline
Councilor Wealth, LLC4,619$508K0.24%+4613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,613$507K0.03%+3513F-HR/ATimeline
Rubicon Advisors, GP4,564$502K0.46%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,563$502K0.02%-3,12413F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.4,550$500K0.5%13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC4,531$498K0.16%+4713F-HRTimeline
Ballentine Partners, LLC4,521$497K0.01%013F-HRTimeline
Mission Creek Capital Partners, Inc.4,469$491K0.1%-1,40413F-HRTimeline
Flaharty Asset Management, LLC4,466$491K0.06%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 3 filers holding4,432$487K+515Timeline
Grandview Asset Management LLC4,417$486K0.13%-11113F-HRTimeline
ASPIRIANT, LLC4,373$481K0.01%+9513F-HRTimeline
Parker Financial LLC4,337$477K0.19%-3013F-HRTimeline
Focus Financial Network, Inc.4,319$475K0.02%-30413F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,314$474K0.04%+2013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE4,291$472K0.04%+17113F-HRTimeline
Hardy Reed LLC4,272$470K0.03%+57313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,255$468K0.01%+9613F-HRTimelineGroup
AlphaCore Capital LLC4,255$468K0.01%+2,05213F-HRTimeline
Godfrey Financial Associates, Inc.4,247$467K0.4%13F-HRTimeline
Clarity Financial LLC4,246$467K0.04%-45413F-HRTimeline
Visionary Wealth Advisors4,232$465K0.02%-2,89713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,211$463K0.01%-96813F-HRTimeline
Prudent Man Advisors, LLC4,197$461K0.17%013F-HRTimeline
Fisher Asset Management, LLC4,193$461K<0.01%-3,00213F-HRTimeline
Courage Miller Partners, LLC4,177$459K0.14%-25213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,166$458K0.01%new13F-HRTimelineGroup
Dorsey Wright & Associates4,147$456K0.1%-41113F-HRTimeline
NorthLanding Financial Partners, LLC4,101$451K0.36%+1313F-HRTimeline
Tyche Wealth Partners LLC4,098$450K0.07%-58613F-HRTimeline
10Elms LLP4,061$446K0.41%-23513F-HRTimeline
Smith Thornton Advisors LLC4,035$443K0.23%-2013F-HRTimeline
FSM Wealth Advisors, LLC4,028$443K0.06%+19713F-HRTimeline
RWA WEALTH PARTNERS, LLC4,011$441K<0.01%-53,87813F-HRTimeline
JMG Financial Group, Ltd.4,007$440K0.01%-2213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,007$440K0.07%013F-HRTimeline
EQ WEALTH ADVISORS, LLC4,004$440K0.26%013F-HRTimeline
Auour Investments LLC3,979$437K0.14%+2113F-HRTimeline
First Growth Capital LLC3,895$432K0.38%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,911$430K<0.01%-27513F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,877$426K0.02%+54313F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.3,846$424K0.16%new13F-HRTimeline
Mosley Wealth Management3,803$423K0.19%13F-HRTimeline
SCOTIA CAPITAL INC.3,821$420K<0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC3,797$417K<0.01%-57413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,791$417K0.07%-38413F-HRTimeline
COUNTRY TRUST BANK3,780$415K0.01%+3,72113F-HRTimeline
Journey Advisory Group, LLC3,762$413K0.03%013F-HRTimeline
Evanson Asset Management, LLC3,714$408K0.02%+2013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,711$408K0.09%013F-HRTimeline
Capital Wealth Alliance, LLC3,667$406K0.17%+2813F-HRTimeline
Matrix Trust Co3,686$405K0.07%+26013F-HRTimeline