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Disclosery

TIP ISHARES TR

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SHS (fund)

1,006 managers (1,017 13F filers) reported a position in TIP shares at 2024-12-31, 93,767,531 shares in all. 72 filers opened a position and 82 filers sold out during the quarter.

Managers
1,006
13F filers
1,017
New
72
Added
274
Reduced
443
Sold out
82
Shares held by filers
93,767,531

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JMG Financial Group, Ltd.3,822$407K0.01%013F-HRTimeline
Clarity Financial LLC3,816$407K0.05%-313F-HRTimeline
PFG Advisors3,795$404K0.02%-98413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,776$402K0.01%-1,45613F-HRTimelineGroup
Venture Visionary Partners LLC3,772$402K0.02%-113F-HR/ATimeline
Grey Ledge Advisors, LLC3,758$400K0.1%+3,68213F-HRTimeline
Edgestream Partners, L.P.3,724$397K0.02%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,705$395K0.15%+113F-HRTimeline
McAdam, LLC3,704$395K0.02%-1,18813F-HRTimeline
Hickory Point Bank & Trust3,682$392K0.35%13F-HRTimeline
Evanson Asset Management, LLC3,672$391K0.03%+513F-HRTimeline
Goodwin Investment Advisory3,589$389K0.2%+1,43713F-HRTimeline
Valmark Advisers, Inc.3,643$388K0.01%-43913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,641$388K0.08%new13F-HRTimeline
Cambria Investment Management, L.P.3,628$387K0.02%-1,81313F-HRTimeline
FIRST UNITED BANK & TRUST3,620$386K0.14%+16213F-HRTimeline
ABLE Financial Group, LLC3,618$385K0.11%+2113F-HRTimeline
N.E.W. Advisory Services LLC3,614$385K0.04%-16913F-HRTimeline
PRENTISS SMITH & CO INC3,572$381K0.25%013F-HRTimeline
FINANCIAL COUNSELORS INC3,566$380K0.01%-21713F-HRTimeline
J.Safra Asset Management Corp3,535$377K0.03%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.3,531$376K0.04%+313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,500$375K0.02%+43613F-HRTimeline
Compass Planning Associates Inc3,505$373K0.38%13F-HRTimeline
Cascade Financial Partners, LLC3,491$372K0.05%013F-HRTimeline
OLD NATIONAL BANCORP /IN/3,471$370K0.01%-6,08913F-HRTimeline
Fourth Dimension Wealth, LLC3,440$367K0.19%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,425$365K<0.01%-5,59013F-HRTimelineGroup
GHE, LLC3,412$364K0.14%013F-HR/ATimeline
Patriot Financial Group Insurance Agenc…3,403$363K0.05%-5513F-HRTimeline
Shade Tree Advisors LLC3,399$362K0.37%13F-HRTimeline
Alhambra Investment Management LLC3,344$356K0.18%-1,30013F-HRTimeline
King Wealth Management Group3,340$356K0.05%-6113F-HRTimeline
International Private Wealth Advisors L…3,330$355K0.35%013F-HRTimeline
Whalen Wealth Management Inc.3,324$354K0.25%+1,01813F-HRTimeline
Destination Wealth Management3,318$354K0.01%+1,08013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,316$353K<0.01%-2,08913F-HRTimelineGroup
WHITE PINE CAPITAL LLC3,303$352K0.12%-1,00413F-HRTimeline
Scissortail Wealth Management, LLC3,299$352K0.09%+3,28413F-HRTimeline
Ashton Thomas Private Wealth, LLC3,283$350K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC3,270$348K<0.01%-9213F-HRTimeline
Old Port Advisors3,253$347K0.1%-28813F-HRTimeline
Westmount Partners, LLC3,240$345K0.1%013F-HRTimeline
Gladstone Institutional Advisory LLC3,240$345K0.02%-1,65413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,227$344K0.03%-398,80413F-HRTimeline
5T Wealth, LLC3,229$344K0.19%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,224$344K0.02%-7213F-HRTimeline
Arkadios Wealth Advisors3,223$343K0.02%-42913F-HRTimeline
Garrett Wealth Advisory Group, LLC3,189$340K0.08%-33113F-HRTimeline
Lynx Investment Advisory3,183$339K0.23%+30013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,174$338K<0.01%-92813F-HRTimeline
Carnegie Investment Counsel3,169$338K0.01%013F-HRTimeline
RDA Financial Network3,166$337K0.1%-7313F-HRTimeline
EQ WEALTH ADVISORS, LLC3,149$336K0.32%13F-HRTimeline
Private Portfolio Partners LLC3,147$335K0.06%+83513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC3,102$331K0.01%+4613F-HRTimeline
Shared Vision Wealth Group LLC3,096$330K0.17%-33113F-HRTimeline
Williams Jones Wealth Management, LLC.3,070$327K<0.01%+3913F-HRTimeline
Hanson & Doremus Investment Management3,060$326K0.05%-13013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,055$326K0.24%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.3,038$324K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,027$323K0.05%+69313F-HRTimeline
Simplicity Wealth,LLC3,011$321K0.07%-13713F-HRTimeline
RS CRUM INC.3,005$320K0.08%-1,98513F-HRTimeline
Nautilus Advisors LLC3,000$320K0.25%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,989$318K0.02%-38113F-HRTimeline
Walker Asset Management, LLC2,987$318K0.2%+2413F-HRTimeline
Baker Avenue Asset Management, LP2,961$315K0.01%+11613F-HRTimeline
Park Edge Advisors, LLC2,951$314K0.09%+1213F-HRTimeline
SFG Wealth Management, LLC.2,947$314K0.16%new13F-HRTimeline
Regal Investment Advisors LLC2,928$312K0.02%-17313F-HRTimeline
Elm Partners Management LLC2,923$311K0.02%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,915$311K0.01%-89513F-HRTimeline
Janney Capital Management LLC2,884$307K0.02%-4313F-HRTimeline
COUNTRY CLUB BANK2,824$301K0.02%-69513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,820$300K0.01%013F-HRTimeline
ProVise Management Group, LLC2,817$300K0.03%-15013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,805$299K0.02%-17113F-HRTimeline
Stonegate Investment Group, LLC2,801$298K0.01%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,791$297K0.01%+413F-HRTimeline
Successful Portfolios LLC2,786$297K0.2%013F-HRTimeline
Pinnacle Bancorp, Inc.2,777$296K0.1%+34313F-HRTimeline
PCA Investment Advisory Services Inc.2,776$296K0.14%-6813F-HRTimeline
Optivise Advisory Services LLC2,775$296K0.16%-23313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,774$296K0.01%013F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC2,774$296K0.28%13F-HRTimeline
GK Wealth Management LLC2,773$295K0.37%13F-HRTimeline
NWF Advisory Services Inc.2,770$295K0.04%-713F-HRTimeline
Family Investment Center, Inc.2,764$295K0.07%+513F-HRTimeline
RWA WEALTH PARTNERS, LLC2,753$293K<0.01%-3,00913F-HRTimeline
Charter Oak Capital Management, LLC2,749$293K0.03%+113F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,730$291K0.06%new13F-HRTimeline
4Thought Financial Group Inc.2,727$291K0.18%+2913F-HRTimeline
Alan B Lancz & Associates, Inc.2,725$290K0.29%013F-HRTimeline
Paragon Capital Management Ltd2,716$289K0.06%013F-HRTimeline
ORG Partners LLC2,697$289K0.04%-7113F-HRTimeline
S.A. Mason LLC2,691$287K0.15%013F-HRTimeline
IFG Advisory, LLC2,678$285K0.02%new13F-HRTimeline
Fortitude Advisory Group L.L.C.2,655$283K0.17%-59513F-HRTimeline
Institute for Wealth Management, LLC.2,652$283K0.04%-3813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,624$280K0.02%+51113F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,620$279K0.04%-1713F-HRTimeline
Investment Advisory Group, LLC2,616$279K0.09%-20013F-HRTimeline
Horst & Graben Wealth Management LLC2,595$277K0.05%-1,50613F-HRTimeline
Plancorp, LLC2,593$276K0.01%013F-HRTimeline
New Covenant Trust Company, N.A.2,568$274K0.27%-1913F-HRTimeline
LexAurum Advisors, LLC2,562$273K0.05%+2813F-HRTimeline
Windsor Capital Management, LLC2,558$273K0.08%-45913F-HRTimeline
Continuum Advisory, LLC2,500$266K0.03%-13413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,493$266K0.01%-1413F-HRTimelineGroup
Financial Network Wealth Advisors LLC2,493$266K0.49%-5,85813F-HRTimeline
Union Bancaire Privee, UBP SA2,675$259K<0.01%13F-HR/ATimeline
LaSalle St. Investment Advisors, LLC2,426$258K0.08%+3213F-HRTimeline
CITY HOLDING CO2,417$258K0.04%-73913F-HRTimeline
Argent Trust Co2,414$257K0.01%013F-HRTimeline
DKM Wealth Management, Inc.2,412$257K0.24%13F-HRTimeline
Quadcap Wealth Management, LLC2,392$255K0.04%new13F-HRTimeline
WMG Financial Advisors, LLC2,380$254K0.11%013F-HRTimeline
Coppell Advisory Solutions LLC2,372$253K0.04%-6013F-HRTimeline
World Investment Advisors2,365$252K0.01%-3,42913F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC2,365$252K0.22%new13F-HRTimeline
Orcam Financial Group2,360$251K0.24%+413F-HRTimeline
BOSTON FAMILY OFFICE LLC2,354$251K0.02%+16613F-HRTimeline
Greenspring Advisors, LLC2,346$250K0.05%013F-HRTimeline
Aletheian Wealth Advisors LLC2,341$249K0.15%+6413F-HRTimeline
Fortress Financial Solutions, LLC2,329$248K0.35%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,329$248K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.2,321$247K0.02%+10513F-HRTimeline
Strategic Point Investment Advisors, LLC2,320$247K0.04%013F-HRTimeline
TD Capital Management LLC2,316$247K0.03%+3713F-HRTimeline
Quadrant Private Wealth Management, LLC2,315$247K0.06%+413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,314$247K0.03%013F-HRTimeline
Walkner Condon Financial Advisors LLC2,304$245K0.05%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,221$245K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.2,300$245K0.06%013F-HRTimeline
Grove Street Fiduciary, LLC2,288$244K0.13%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,282$243K0.01%-113F-HRTimeline
Tyler-Stone Wealth Management2,270$242K0.04%-3313F-HRTimeline
Legacy PCG, LLC2,251$240K0.17%-13213F-HRTimeline
Bedel Financial Consulting, Inc.2,195$239K0.03%+1213F-HRTimeline
Rodgers Brothers Inc.2,243$239K0.03%013F-HRTimeline
SCOTIA CAPITAL INC.2,239$239K<0.01%-5413F-HRTimeline
SPC Financial, Inc.2,228$237K0.02%-913F-HRTimeline
Main Street Financial Solutions, LLC2,219$236K0.02%-6113F-HRTimeline
Strategic Blueprint, LLC2,217$236K0.01%-8,35613F-HRTimeline
Stokes Family Office, LLC2,180$232K0.02%-1,77313F-HRTimeline
Jackson Hole Capital Partners, LLC2,165$231K0.05%+113F-HRTimeline
BridgePort Financial Solutions, LLC2,100$230K0.1%13F-HRTimeline
One Charles Private Wealth Services, LLC2,151$229K0.08%-7113F-HRTimeline
DAVIDSON TRUST CO2,150$229K0.12%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,149$229K0.02%-3413F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC2,141$228K0.16%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,113$225K0.1%-39113F-HRTimeline
Spectrum Wealth Counsel, LLC2,112$225K0.03%+18413F-HRTimeline
Laird Norton Wetherby Wealth Management…2,105$224K0.01%-45713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,100$224K0.05%013F-HRTimeline
All Terrain Financial Advisors, LLC2,099$224K0.09%-15513F-HRTimeline
Klingman & Associates, LLC2,096$223K0.01%-10013F-HRTimeline
Capital Investment Advisory Services, L…2,076$221K0.02%-413F-HRTimeline
Mechanics Bank Trust Department2,075$221K0.03%-20013F-HRTimeline
Patten Group, Inc.2,075$221K0.05%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,071$221K<0.01%-25413F-HRTimeline
Gradient Capital Advisors, LLC2,070$221K0.07%-4913F-HRTimeline
Goldstone Financial Group, LLC2,068$220K0.03%-6213F-HRTimeline
TODD ASSET MANAGEMENT LLC2,060$219K0.01%013F-HRTimeline
SVB WEALTH LLC2,053$219K<0.01%new13F-HRTimeline
North Forty Two & Co.2,048$218K0.25%13F-HRTimeline
Vawter Financial, Ltd.2,044$218K0.13%-7513F-HRTimeline
Colony Family Offices, LLC2,039$217K0.07%013F-HRTimeline
Advus Financial Partners, LLC2,033$217K0.09%-5,86213F-HR/ATimeline
WEBSTER BANK, N. A.2,032$217K0.02%013F-HRTimeline
FAIRFIELD, BUSH & CO.2,030$216K0.13%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,029$216K0.01%-27013F-HRTimeline
Rock Point Advisors, LLC2,002$213K0.06%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC2,000$213K0.06%013F-HR/ATimeline
Archer Investment Corp1,993$212K0.06%+72413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.1,990$212K0.19%-53413F-HRTimeline
BARD ASSOCIATES INC1,980$211K0.07%new13F-HRTimeline
Principle Wealth Partners LLC1,978$211K0.01%013F-HRTimeline
Coastline Trust Co1,971$210K0.02%+7313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BINGHAM PRIVATE WEALTH, LLC1,971$210K0.22%13F-HRTimeline
Proficio Capital Partners LLC1,970$210K0.02%013F-HR/ATimeline
Kaufman Rossin Wealth, LLC1,962$209K0.22%13F-HRTimeline
Indiana Trust & Investment Management Co1,960$209K0.07%013F-HRTimeline
NVWM, LLC1,950$208K0.05%-5013F-HRTimeline
W.H. Cornerstone Investments Inc.1,948$208K0.14%+4713F-HRTimeline
Clarity Wealth Development LLC1,918$207K0.22%13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,938$206K0.07%013F-HRTimeline
WealthShield Partners, LLC1,916$204K0.03%-31313F-HRTimeline
WealthBridge Capital Management, LLC1,905$203K0.06%-27513F-HRTimeline
Wernau Asset Management Inc.1,904$203K0.2%13F-HRTimeline
Texas Yale Capital Corp.1,900$202K0.01%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,900$202K0.21%13F-HRTimeline
Certified Advisory Corp1,893$202K0.02%+513F-HRTimeline
Sunbelt Securities, Inc.1,890$202K0.02%-6,80513F-HRTimeline
PRIVATE TRUST CO NA1,892$202K0.02%-2,33213F-HRTimeline
Powell Investment Advisors, LLC1,890$201K0.09%013F-HRTimeline
Black Diamond Financial, LLC1,885$201K0.03%+2713F-HRTimeline
Summit Financial Strategies, Inc.1,884$201K0.02%new13F-HRTimeline
LifeGuide Financial Advisors, LLC1,881$200K0.09%new13F-HRTimeline