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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
PERSONAL CFO SOLUTIONS, LLC4,005$445K0.09%+36413F-HRTimeline
HEADINVEST, LLC3,999$444K0.09%013F-HRTimeline
EVEXIA WEALTH LLC4,056$443K0.16%+11313F-HRTimeline
Auour Investments LLC4,006$443K0.16%-10513F-HRTimeline
Houlihan Financial Resource Group, Ltd.3,977$442K0.2%-2013F-HRTimeline
Hardy Reed LLC3,925$436K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,886$432K<0.01%new13F-HRTimelineGroup
FSM Wealth Advisors, LLC3,864$429K0.1%new13F-HRTimeline
Moors & Cabot, Inc.3,853$428K0.02%-23913F-HRTimeline
FSA Investment Group, LLC3,847$427K0.36%-12613F-HRTimeline
JMG Financial Group, Ltd.3,832$426K0.01%+1013F-HRTimeline
Pinnacle Financial Group, LLC / IL3,807$423K0.15%-3813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,784$420K0.05%-5,82313F-HRTimelineGroup
Mayflower Financial Advisors, LLC3,780$420K0.06%-14213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.3,766$418K0.02%new13F-HRTimelineGroup
REGIMEN WEALTH, LLC3,755$417K0.13%new13F-HRTimeline
Venture Visionary Partners LLC3,745$416K0.02%-2713F-HRTimeline
10Elms LLP3,728$414K0.42%-24013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,705$412K0.16%013F-HRTimeline
AVALON CAPITAL MANAGEMENT3,692$410K0.12%new13F-HRTimeline
McAdam, LLC3,680$409K0.03%-2413F-HRTimeline
Evanson Asset Management, LLC3,672$408K0.03%013F-HRTimeline
HB Wealth Management, LLC3,670$408K<0.01%-57013F-HRTimeline
Grey Ledge Advisors, LLC3,668$407K0.11%-9013F-HRTimeline
Rehmann Capital Advisory Group3,657$406K0.03%-63613F-HRTimeline
ABLE Financial Group, LLC3,617$402K0.11%-113F-HRTimeline
Pekin Hardy Strauss, Inc.3,596$399K0.05%-4,76013F-HRTimeline
Valued Retirements, Inc.3,585$398K0.52%-3,13913F-HRTimeline
PRENTISS SMITH & CO INC3,572$397K0.26%013F-HRTimeline
Strive Asset Management, LLC3,557$395K0.27%-4,71213F-HR/ATimeline
FINANCIAL COUNSELORS INC3,522$391K0.01%-4413F-HRTimeline
J. L. Bainbridge & Co., Inc.3,497$388K0.04%-3413F-HRTimeline
Valmark Advisers, Inc.3,493$388K0.01%-15013F-HRTimeline
Cascade Financial Partners, LLC3,491$388K0.05%013F-HRTimeline
Fourth Dimension Wealth, LLC3,434$381K0.18%-613F-HRTimeline
N.E.W. Advisory Services LLC3,431$381K0.03%-18313F-HRTimeline
Wealth Quarterback LLC3,428$381K0.21%-57413F-HRTimeline
Cyndeo Wealth Partners, LLC3,424$380K0.02%-1,95513F-HRTimeline
Axis Wealth Partners, LLC3,401$378K0.28%new13F-HRTimeline
Shade Tree Advisors LLC3,399$378K0.37%013F-HRTimeline
Patriot Financial Group Insurance Agenc…3,396$377K0.05%-713F-HRTimeline
International Private Wealth Advisors L…3,330$370K0.35%013F-HRTimeline
World Investment Advisors3,323$369K0.01%+95813F-HRTimeline
Alhambra Investment Management LLC3,276$364K0.19%-6813F-HRTimeline
King Wealth Management Group3,268$363K0.06%-7213F-HRTimeline
Carnegie Investment Counsel3,299$361K0.01%+13013F-HRTimeline
Arkadios Wealth Advisors3,236$359K0.01%+1313F-HRTimeline
Sovran Advisors, LLC3,288$358K0.05%-1,14013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,226$358K0.03%+213F-HRTimeline
Lynx Investment Advisory3,221$358K0.24%+3813F-HRTimeline
Mason Investment Advisory Services, Inc.3,220$358K0.02%-1,46113F-HRTimeline
IFG Advisory, LLC3,189$354K0.02%+51113F-HRTimeline
Wealthspire Advisors, LLC3,187$354K<0.01%-8313F-HRTimeline
Gladstone Institutional Advisory LLC3,181$353K0.02%-5913F-HRTimeline
Old Port Advisors3,169$352K0.1%-8413F-HRTimeline
GHE, LLC3,155$350K0.16%-25713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC3,149$350K0.01%+4713F-HRTimeline
Simplicity Wealth,LLC3,073$341K0.03%+6213F-HRTimeline
OLD NATIONAL BANCORP /IN/3,071$341K0.01%-40013F-HRTimeline
Williams Jones Wealth Management, LLC.3,070$341K<0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,066$341K0.05%-17,12913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,055$339K0.26%013F-HRTimeline
LPWM LLC3,046$338K0.11%-2,94513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.3,038$337K0.06%013F-HRTimeline
Capital Investment Advisory Services, L…3,012$335K0.03%+93613F-HRTimeline
Baker Avenue Asset Management, LP3,007$334K0.01%+4613F-HRTimeline
RS CRUM INC.3,005$334K0.09%013F-HRTimeline
Nautilus Advisors LLC3,000$333K0.28%013F-HRTimeline
United Asset Strategies, Inc.2,997$333K0.03%new13F-HRTimeline
GK Wealth Management LLC2,995$333K0.42%+22213F-HR/ATimeline
Aletheian Wealth Advisors LLC2,985$332K0.19%+64413F-HRTimeline
Forefront Analytics, LLC2,974$330K0.38%-54,35513F-HRTimeline
RDA Financial Network2,966$329K0.1%-20013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,965$329K0.01%+14513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,966$328K0.05%-6113F-HRTimeline
Park Edge Advisors, LLC2,951$328K0.09%013F-HRTimeline
Garrett Wealth Advisory Group, LLC2,949$328K0.07%-24013F-HRTimeline
COUNTRY CLUB BANK2,942$326K0.02%+11813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,916$324K0.02%-7313F-HRTimeline
LexAurum Advisors, LLC2,913$324K0.06%+35113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,902$322K<0.01%-27213F-HRTimeline
Engineers Gate Manager LP2,886$321K0.01%-3,27413F-HRTimeline
WHITE PINE CAPITAL LLC2,872$319K0.11%-43113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,845$316K0.02%+5413F-HRTimeline
NWF Advisory Services Inc.2,820$313K0.04%+5013F-HRTimeline
Stonegate Investment Group, LLC2,801$311K0.01%013F-HRTimeline
Creekside Partners2,797$311K0.16%-1,39713F-HRTimeline
Successful Portfolios LLC2,786$309K0.21%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,774$308K0.01%013F-HRTimelineGroup
Shared Vision Wealth Group LLC2,772$308K0.17%-32413F-HRTimeline
Charter Oak Capital Management, LLC2,749$305K0.03%013F-HRTimeline
Janney Capital Management LLC2,749$305K0.02%-13513F-HRTimeline
Alan B Lancz & Associates, Inc.2,725$303K0.32%013F-HRTimeline
4Thought Financial Group Inc.2,719$302K0.19%-813F-HRTimeline
Paragon Capital Management Ltd2,716$302K0.06%013F-HRTimeline
KFA Private Wealth Group, LLC2,716$302K0.11%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,715$302K0.01%-20013F-HRTimeline
Walker Asset Management, LLC2,685$298K0.18%-30213F-HRTimeline
Coastline Trust Co2,665$296K0.04%+69413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hickory Point Bank & Trust2,665$296K0.26%-1,01713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,621$291K<0.01%-3,67513F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,620$291K0.04%013F-HRTimeline
Investment Advisory Group, LLC2,616$291K0.1%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC2,611$290K0.28%-16313F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,611$290K0.06%-11913F-HRTimeline
Plancorp, LLC2,593$288K0.01%013F-HRTimeline
Center for Financial Planning, Inc.2,580$287K0.04%new13F-HRTimeline
Optivise Advisory Services LLC2,572$286K0.16%-20313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,546$283K0.04%-3,71613F-HR/ATimelineGroup
Quadcap Wealth Management, LLC2,546$283K0.04%+15413F-HRTimeline
Orcam Financial Group2,545$283K0.26%+18513F-HRTimeline
New Covenant Trust Company, N.A.2,528$280K0.3%-4013F-HRTimeline
Alteri Wealth LLC2,503$278K0.12%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,493$277K0.01%013F-HRTimelineGroup
VestGen Advisors, LLC2,481$276K0.01%13F-HRTimeline
Virtue Capital Management, LLC2,462$273K0.03%new13F-HRTimeline
Qube Research & Technologies Ltd2,457$273K<0.01%-6,91313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,452$272K0.02%+30313F-HRTimelineGroup
Opes Wealth Management LLC2,451$272K0.05%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC2,436$270K0.06%+1013F-HRTimeline
Argent Trust Co2,414$268K0.01%013F-HRTimeline
DKM Wealth Management, Inc.2,412$268K0.26%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,401$267K0.02%+4713F-HRTimeline
Wealthfront Advisers LLC2,403$267K<0.01%new13F-HRTimeline
Compass Planning Associates Inc2,386$265K0.27%-1,11913F-HRTimeline
ProVise Management Group, LLC2,386$265K0.02%-43113F-HRTimeline
Balefire, LLC2,382$265K0.09%new13F-HRTimeline
Geneos Wealth Management Inc.2,378$264K<0.01%+1,38413F-HRTimeline
SPC Financial, Inc.2,370$263K0.02%+14213F-HRTimeline
BridgePort Financial Solutions, LLC2,359$262K0.12%+25913F-HRTimeline
Fortress Financial Solutions, LLC2,345$260K0.38%+1613F-HRTimeline
Windsor Capital Management, LLC2,325$258K0.08%-23313F-HRTimeline
North Star Investment Management Corp.2,321$258K0.02%013F-HRTimeline
Strategic Point Investment Advisors, LLC2,320$258K0.04%013F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC2,312$257K0.27%-5313F-HRTimeline
Proficio Capital Partners LLC2,310$257K0.02%+34013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,309$257K0.12%+19613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,307$256K0.01%+23613F-HRTimeline
Walkner Condon Financial Advisors LLC2,304$256K0.05%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,302$256K0.03%-1213F-HRTimeline
Mokosak Advisory Group, LLC2,300$256K0.08%new13F-HRTimeline
WEST PACES ADVISORS INC.2,300$256K0.06%013F-HRTimeline
Grove Street Fiduciary, LLC2,288$254K0.13%013F-HRTimeline
Main Street Financial Solutions, LLC2,282$253K0.02%+6313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,281$253K0.01%-113F-HRTimeline
Mechanics Bank Trust Department2,275$253K0.03%+20013F-HRTimeline
ORG Partners LLC2,265$252K0.06%-43213F-HRTimeline
TD Capital Management LLC2,257$251K0.03%-5913F-HRTimeline
Elm Partners Management LLC2,250$250K0.01%-67313F-HR/ATimeline
Tyler-Stone Wealth Management2,246$249K0.04%-2413F-HRTimeline
Rodgers Brothers Inc.2,243$249K0.03%013F-HRTimeline
Destination Wealth Management2,238$249K0.01%-1,08013F-HRTimeline
S.A. Mason LLC2,221$247K0.13%-47013F-HRTimeline
DAVIDSON TRUST CO2,219$247K0.12%+6913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,221$245K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,206$245K0.01%+17713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC2,191$243K0.07%+19113F-HR/ATimeline
WNY Asset Management, LLC2,183$243K0.03%-2,13713F-HRTimeline
Bedel Financial Consulting, Inc.2,220$243K0.03%+2513F-HRTimeline
Stokes Family Office, LLC2,180$242K0.03%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,165$241K0.05%013F-HRTimeline
Family Investment Center, Inc.2,143$238K0.06%-62113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC2,141$238K0.17%013F-HRTimeline
Pinnacle Holdings, LLC2,119$235K0.09%+28913F-HRTimeline
Ellenbecker Investment Group2,116$235K0.04%-4,50713F-HRTimeline
Spectrum Wealth Counsel, LLC2,112$235K0.03%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,100$233K0.05%013F-HRTimeline
Klingman & Associates, LLC2,096$233K0.01%013F-HRTimeline
SCOTIA CAPITAL INC.2,094$233K<0.01%-14513F-HRTimeline
Legacy PCG, LLC2,081$231K0.16%-17013F-HRTimeline
Gradient Capital Advisors, LLC2,070$230K0.08%013F-HRTimeline
TODD ASSET MANAGEMENT LLC2,060$229K0.01%013F-HRTimeline
Narus Financial Partners, LLC2,058$229K0.08%new13F-HRTimeline
Goldstone Financial Group, LLC2,056$228K0.03%-1213F-HRTimeline
North Forty Two & Co.2,048$228K0.25%013F-HRTimeline
Colony Family Offices, LLC2,039$227K0.07%013F-HRTimeline
WEBSTER BANK, N. A.2,032$226K0.02%013F-HRTimeline
FAIRFIELD, BUSH & CO.2,030$226K0.14%013F-HRTimeline
Pinnacle Bancorp, Inc.2,021$225K0.07%-75613F-HRTimeline
Institute for Wealth Management, LLC.2,020$224K0.03%-63213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,007$223K0.02%-1,22013F-HRTimeline
Rock Point Advisors, LLC2,002$222K0.07%013F-HRTimeline
Mattern Wealth Management LLC2,000$222K0.05%-2,00013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.1,990$221K0.2%013F-HRTimeline
Principle Wealth Partners LLC1,984$220K0.02%+613F-HRTimeline
BARD ASSOCIATES INC1,980$220K0.08%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,972$219K0.23%+113F-HRTimeline
Plan Group Financial, LLC1,969$219K0.08%new13F-HRTimeline
Summit Financial Strategies, Inc.1,960$218K0.02%+7613F-HRTimeline
Indiana Trust & Investment Management Co1,958$218K0.08%-213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,938$215K0.07%013F-HRTimeline
W.H. Cornerstone Investments Inc.1,934$215K0.15%-1413F-HRTimeline
Vawter Financial, Ltd.1,919$213K0.12%-12513F-HRTimeline
One Charles Private Wealth Services, LLC1,918$213K0.07%-23313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,914$212K0.02%-71013F-HR/ATimeline
WealthShield Partners, LLC1,907$212K0.03%-913F-HRTimeline
Wernau Asset Management Inc.1,904$212K0.22%013F-HRTimeline
Texas Yale Capital Corp.1,900$211K0.01%013F-HRTimeline
Lake Hills Wealth Management, LLC1,900$211K0.15%-30,61613F-HRTimeline
Certified Advisory Corp1,893$210K0.02%013F-HRTimeline