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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
SageView Advisory Group, LLC3,633$399K0.02%-38613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,613$398K<0.01%-27313F-HRTimelineGroup
Grey Ledge Advisors, LLC3,614$397K0.1%-5413F-HRTimeline
Ground Swell Capital, LLC3,605$397K0.65%new13F-HRTimeline
Valued Retirements, Inc.3,585$394K0.45%013F-HRTimeline
PRENTISS SMITH & CO INC3,570$393K0.23%-213F-HRTimeline
J. L. Bainbridge & Co., Inc.3,503$385K0.04%+613F-HRTimeline
Cascade Financial Partners, LLC3,491$384K0.05%013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,486$383K0.11%+1,05013F-HRTimeline
Valmark Advisers, Inc.3,468$382K0.01%-2513F-HRTimeline
Patriot Financial Group Insurance Agenc…3,415$376K0.04%+1913F-HRTimeline
Shade Tree Advisors LLC3,399$374K0.33%013F-HRTimeline
Opal Wealth Advisors, LLC3,389$373K0.1%+3,08213F-HRTimeline
Optivise Advisory Services LLC3,361$370K0.19%+78913F-HRTimeline
Prosperity Consulting Group, LLC3,353$369K0.03%-13,23813F-HRTimeline
Beacon Financial Advisory LLC3,344$368K0.1%new13F-HRTimeline
Axis Wealth Partners, LLC3,336$367K0.24%-6513F-HRTimeline
Cyndeo Wealth Partners, LLC3,331$367K0.02%-9313F-HRTimeline
International Private Wealth Advisors L…3,330$366K0.31%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,294$362K0.02%-86813F-HRTimelineGroup
Alhambra Investment Management LLC3,276$360K0.18%013F-HRTimeline
Westmount Partners, LLC3,240$357K0.1%-1,13513F-HRTimeline
Wealthfront Advisers LLC3,222$355K<0.01%+81913F-HRTimeline
King Wealth Management Group3,217$354K0.05%-5113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,216$354K0.02%-1013F-HRTimeline
McAdam, LLC3,191$351K0.02%-48913F-HRTimeline
Hanson & Doremus Investment Management3,168$349K0.05%-4,03013F-HRTimeline
N.E.W. Advisory Services LLC3,156$347K0.03%-27513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC3,149$347K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC3,152$347K0.01%-2913F-HRTimeline
HEADINVEST, LLC3,127$344K0.07%-87213F-HRTimeline
Arkadios Wealth Advisors3,113$343K0.01%-12313F-HRTimeline
IFG Advisory, LLC3,060$337K0.02%-12913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,055$336K0.24%013F-HRTimeline
LPWM LLC3,046$335K0.1%013F-HRTimeline
RS CRUM INC.3,042$335K0.08%+3713F-HRTimeline
Midwest Trust Co3,022$333K<0.01%13F-HRTimeline
Wealth Quarterback LLC3,020$332K0.16%-40813F-HRTimeline
Nautilus Advisors LLC3,000$330K0.24%013F-HRTimeline
Aletheian Wealth Advisors LLC2,985$329K0.16%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,983$328K<0.01%-3,46413F-HRTimelineGroup
Park Edge Advisors, LLC2,982$328K0.08%+3113F-HRTimeline
SilverOak Wealth Management LLC2,963$326K0.06%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,962$326K<0.01%+6013F-HRTimeline
Lynx Investment Advisory2,961$326K0.21%-26013F-HRTimeline
Charter Oak Capital Management, LLC2,956$325K0.03%+20713F-HRTimeline
COUNTRY CLUB BANK2,942$323K0.02%013F-HRTimeline
RDA Financial Network2,895$319K0.09%-7113F-HRTimeline
Stonegate Investment Group, LLC2,801$308K0.01%013F-HRTimeline
Creekside Partners2,799$308K0.15%+213F-HRTimeline
Alteri Wealth LLC2,778$306K0.12%+27513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,774$305K0.01%013F-HRTimelineGroup
Successful Portfolios LLC2,766$304K0.19%-2013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,755$303K<0.01%+13413F-HRTimelineGroup
United Asset Strategies, Inc.2,752$303K0.03%-24513F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,736$301K0.01%+2113F-HRTimeline
Alan B Lancz & Associates, Inc.2,725$300K0.3%013F-HRTimeline
Paragon Capital Management Ltd2,716$299K0.05%013F-HRTimeline
Old Port Advisors2,715$299K0.08%-45413F-HRTimeline
ABLE Financial Group, LLC2,692$296K0.07%-92513F-HRTimeline
Janney Capital Management LLC2,674$294K0.02%-7513F-HRTimeline
Coastline Trust Co2,665$293K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hickory Point Bank & Trust2,665$293K0.24%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,684$293K0.05%-35413F-HRTimeline
Fourth Dimension Wealth, LLC2,657$292K0.12%-77713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,651$292K0.01%new13F-HRTimeline
Walker Asset Management, LLC2,631$290K0.17%-5413F-HRTimeline
4Thought Financial Group Inc.2,620$288K0.15%-9913F-HRTimeline
Investment Advisory Group, LLC2,616$288K0.09%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,611$287K0.05%013F-HRTimeline
Center for Financial Planning, Inc.2,580$284K0.03%013F-HRTimeline
Orcam Financial Group2,556$281K0.24%+1113F-HRTimeline
Sovran Advisors, LLC2,570$280K0.03%-71813F-HRTimeline
Capital Investment Advisory Services, L…2,543$280K0.02%-46913F-HRTimeline
SFG Wealth Management, LLC.2,529$278K0.17%new13F-HRTimeline
Quadcap Wealth Management, LLC2,523$278K0.04%-2313F-HRTimeline
New Covenant Trust Company, N.A.2,528$277K0.25%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,516$277K0.02%+6413F-HRTimelineGroup
Baker Avenue Asset Management, LP2,498$275K0.01%-50913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,474$272K0.01%-1913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,459$271K0.01%+25313F-HRTimeline
Forefront Analytics, LLC2,452$270K0.3%-52213F-HR/ATimeline
World Investment Advisors2,448$269K0.01%-87513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,444$269K0.01%-52113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,426$267K0.04%-12013F-HRTimelineGroup
WHITE PINE CAPITAL LLC2,422$266K0.08%-45013F-HRTimeline
Compass Planning Associates Inc2,419$266K0.24%+3313F-HRTimeline
DKM Wealth Management, Inc.2,412$265K0.23%013F-HRTimeline
Garrett Wealth Advisory Group, LLC2,410$265K0.06%-53913F-HRTimeline
Argent Trust Co2,409$265K0.01%-513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,405$265K0.04%-56113F-HRTimeline
Financial Network Wealth Advisors LLC2,394$263K0.32%-6,82713F-HRTimeline
ProVise Management Group, LLC2,362$260K0.02%-2413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,362$260K0.11%+5313F-HRTimeline
Gibbs Wealth Management2,354$259K0.05%-4,90413F-HRTimeline
Main Street Financial Solutions, LLC2,354$259K0.02%+7213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,343$258K0.02%-57313F-HRTimeline
Principia Wealth Advisory, LLC2,339$257K0.22%new13F-HRTimeline
North Star Investment Management Corp.2,336$257K0.02%+1513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC2,335$257K0.23%-27613F-HRTimeline
Mokosak Advisory Group, LLC2,332$257K0.07%+3213F-HRTimeline
W.H. Cornerstone Investments Inc.2,322$255K0.16%+38813F-HRTimeline
Strategic Point Investment Advisors, LLC2,320$255K0.04%013F-HRTimeline
Proficio Capital Partners LLC2,310$254K0.02%013F-HRTimeline
Walkner Condon Financial Advisors LLC2,304$254K0.05%013F-HRTimeline
WEST PACES ADVISORS INC.2,300$253K0.05%013F-HRTimeline
Elequin Capital, LP2,298$253K0.03%new13F-HRTimeline
LexAurum Advisors, LLC2,297$253K0.04%-61613F-HRTimeline
Grove Street Fiduciary, LLC2,270$250K0.12%-1813F-HRTimeline
SPC Financial, Inc.2,269$250K0.02%-10113F-HRTimeline
PRIVATE TRUST CO NA2,266$249K0.02%+58913F-HRTimeline
Global Assets Advisory, LLC2,270$249K0.1%-3,69113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,260$249K0.03%-4213F-HRTimeline
Glass Jacobson Investment Advisors llc2,258$248K0.1%-7,92113F-HRTimeline
Tyler-Stone Wealth Management2,248$247K0.04%+213F-HRTimeline
GK Wealth Management LLC2,247$247K0.25%-74813F-HRTimeline
Rodgers Brothers Inc.2,243$247K0.03%013F-HRTimeline
Windsor Capital Management, LLC2,238$246K0.07%-8713F-HRTimeline
Destination Wealth Management2,238$246K0.01%013F-HRTimeline
ORG Partners LLC2,233$246K0.05%-3213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,221$245K0.02%013F-HRTimeline
Bedel Financial Consulting, Inc.2,225$245K0.03%+513F-HRTimeline
S.A. Mason LLC2,221$244K0.12%013F-HRTimeline
DAVIDSON TRUST CO2,219$244K0.11%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,208$243K<0.01%-9913F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC2,195$242K0.27%-11713F-HRTimeline
OLD NATIONAL BANCORP /IN/2,188$241K<0.01%-88313F-HRTimeline
Jackson Hole Capital Partners, LLC2,167$238K0.04%+213F-HRTimeline
Family Investment Center, Inc.2,158$237K0.05%+1513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,155$237K0.01%-12613F-HRTimeline
Fortress Financial Solutions, LLC2,143$236K0.3%-20213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC2,141$236K0.16%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,133$235K0.02%+89413F-HRTimeline
WNY Asset Management, LLC2,114$233K0.03%-6913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,104$232K<0.01%-16,19613F-HRTimelineGroup
Shared Vision Wealth Group LLC2,104$231K0.12%-66813F-HRTimeline
Klingman & Associates, LLC2,096$231K0.01%013F-HRTimeline
Plan Group Financial, LLC2,096$231K0.08%+12713F-HRTimeline
Tribridge Partners Financial LLC2,073$228K0.13%13F-HRTimeline
Gradient Capital Advisors, LLC2,070$228K0.07%013F-HRTimeline
TODD ASSET MANAGEMENT LLC2,060$227K<0.01%013F-HRTimeline
North Forty Two & Co.2,048$225K0.24%013F-HRTimeline
Goldstone Financial Group, LLC2,054$225K0.03%-213F-HRTimeline
Colony Family Offices, LLC2,039$224K0.06%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,032$224K0.06%new13F-HRTimeline
FAIRFIELD, BUSH & CO.2,030$223K0.13%013F-HRTimeline
Pinnacle Bancorp, Inc.2,021$222K0.07%013F-HRTimeline
BOSTON FAMILY OFFICE LLC2,021$222K0.01%-38013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.2,014$222K0.19%+2413F-HRTimeline
Pinnacle Holdings, LLC2,009$221K0.08%-11013F-HRTimeline
WealthShield Partners, LLC2,006$221K0.03%+9913F-HRTimeline
Institute for Wealth Management, LLC.2,006$221K0.02%-1413F-HRTimeline
Rock Point Advisors, LLC2,002$220K0.06%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,000$220K0.04%-10013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC2,000$220K0.06%-19113F-HRTimeline
Mattern Wealth Management LLC2,000$220K0.05%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,983$218K0.21%+1113F-HRTimeline
Principle Wealth Partners LLC1,982$218K0.01%-213F-HRTimeline
BARD ASSOCIATES INC1,980$218K0.07%013F-HRTimeline
Narus Financial Partners, LLC1,977$218K0.07%-8113F-HRTimeline
Legacy Edge Advisors, LLC1,965$216K0.03%new13F-HRTimeline
Indiana Trust & Investment Management Co1,958$215K0.07%013F-HRTimeline
Christopher J. Hasenberg, Inc1,944$214K0.08%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,940$213K0.01%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,938$213K0.08%013F-HRTimeline
Coppell Advisory Solutions LLC1,942$213K0.03%new13F-HR/ATimeline
WEBSTER BANK, N. A.1,916$211K0.02%-11613F-HRTimeline
Certified Advisory Corp1,915$211K0.02%+2213F-HRTimeline
RWA WEALTH PARTNERS, LLC1,914$211K<0.01%-8,18413F-HRTimeline
Ellenbecker Investment Group1,910$210K0.03%-20613F-HRTimeline
Wernau Asset Management Inc.1,904$210K0.24%013F-HRTimeline
Summit Financial Strategies, Inc.1,903$209K0.02%-5713F-HRTimeline
Texas Yale Capital Corp.1,900$209K0.01%013F-HRTimeline
Archer Investment Corp1,893$208K0.05%013F-HRTimeline
NVWM, LLC1,860$205K0.05%-2,98713F-HRTimeline
Finward Bancorp1,856$204K0.16%013F-HRTimeline
Black Diamond Financial, LLC1,854$204K0.03%013F-HRTimeline
Viewpoint Capital Management LLC1,850$204K0.1%013F-HRTimeline
Belpointe Asset Management LLC1,847$203K0.01%-6,54713F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,840$202K0.21%013F-HRTimeline
Choate Investment Advisors1,830$201K<0.01%013F-HRTimeline
Red Tortoise LLC1,824$201K0.1%+2213F-HRTimeline
BridgePort Financial Solutions, LLC1,820$200K0.07%-53913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,819$200K0.02%-9513F-HRTimeline
SOA Wealth Advisors, LLC.1,815$200K0.04%+2413F-HRTimeline
Berkshire Money Management, Inc.1,793$197K0.02%new13F-HRTimeline
AlphaCore Capital LLC1,756$193K0.01%013F-HRTimeline
Avalon Trust Co1,724$190K0.01%+1,44913F-HRTimeline
Sunbelt Securities, Inc.1,743$186K0.02%+91413F-HRTimeline
AMERIFLEX GROUP, INC.1,675$184K0.1%+8313F-HRTimeline
Powell Investment Advisors, LLC1,540$169K0.06%013F-HRTimeline
CITY HOLDING CO1,506$166K0.02%-34813F-HRTimeline
Medallion Wealth Advisors, LLC1,508$166K0.06%-3213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,295$143K0.07%+213F-HRTimeline
Blue Trust, Inc.1,285$141K<0.01%+7213F-HRTimeline
Strategic Wealth Partners, Ltd.1,284$141K0.01%13F-HRTimeline
Kings Path Partners LLC1,282$141K0.06%013F-HRTimeline
Essential Partners LLC1,262$139K0.06%13F-HRTimeline
Rialto Wealth Management, LLC1,249$137K0.04%013F-HRTimeline
Icon Wealth Advisors, LLC1,209$133K0.01%-17813F-HRTimeline