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Disclosery

TIP ISHARES TR

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SHS (fund)

954 managers (963 13F filers) reported a position in TIP shares at 2025-09-30, 78,195,182 shares in all. 58 filers opened a position and 63 filers sold out during the quarter.

Managers
954
13F filers
963
New
58
Added
347
Reduced
365
Sold out
63
Shares held by filers
78,195,182

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Shade Tree Advisors LLC3,399$378K0.33%013F-HRTimeline
Wallace Advisory Group, LLC3,426$377K0.3%-17,84713F-HRTimeline
McAdam, LLC3,379$376K0.02%+18813F-HRTimeline
Valmark Advisers, Inc.3,361$374K<0.01%-10713F-HRTimeline
Gladstone Institutional Advisory LLC3,346$372K0.01%+19413F-HRTimeline
IVC Wealth Advisors LLC3,344$372K0.17%-1,12713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,334$371K0.02%+4013F-HRTimelineGroup
International Private Wealth Advisors L…3,330$370K0.23%013F-HRTimeline
Csenge Advisory Group3,311$368K0.02%-11,91413F-HRTimeline
Beacon Financial Advisory LLC3,309$368K0.09%-3513F-HRTimeline
Shepherd Financial Partners LLC3,299$367K0.03%-1,74913F-HRTimeline
BSW Wealth Partners3,282$365K0.05%new13F-HRTimeline
Westmount Partners, LLC3,240$360K0.09%013F-HRTimeline
Alteri Wealth LLC3,188$355K0.12%+41013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,183$354K0.06%-30313F-HRTimeline
Compound Planning, Inc.3,182$354K0.01%-6,35313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,180$354K0.02%-3613F-HRTimeline
HCR Wealth Advisors3,170$352K0.04%-1,17513F-HRTimeline
Elm Partners Management LLC3,166$352K0.01%-2,14413F-HR/ATimeline
Legacy Financial Group LLC3,163$352K0.05%-49513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC3,149$350K0.01%013F-HRTimeline
HEADINVEST, LLC3,127$348K0.07%013F-HRTimeline
Cyndeo Wealth Partners, LLC3,120$347K0.02%-21113F-HRTimeline
King Wealth Management Group3,094$344K0.04%-12313F-HRTimeline
RS CRUM INC.3,068$341K0.08%+2613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,055$340K0.23%013F-HRTimeline
LPWM LLC3,049$339K0.09%+313F-HRTimeline
United Asset Strategies, Inc.3,045$339K0.03%+29313F-HRTimeline
N.E.W. Advisory Services LLC3,043$338K0.03%-11313F-HRTimeline
Safeguard Investment Advisory Group, LLC3,043$338K0.08%-3,19213F-HRTimeline
COUNTRY CLUB BANK3,026$337K0.02%+8413F-HRTimeline
IFG Advisory, LLC3,024$336K0.02%-3613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,024$336K<0.01%+4113F-HRTimelineGroup
Aletheian Wealth Advisors LLC3,011$335K0.16%+2613F-HRTimeline
Great Hill Capital LLC3,011$335K0.28%13F-HRTimeline
Park Edge Advisors, LLC3,004$334K0.08%+2213F-HRTimeline
Envision Financial LLC3,000$334K0.19%new13F-HRTimeline
Nautilus Advisors LLC3,000$334K0.22%013F-HRTimeline
Latitude Advisors, LLC2,990$333K0.15%-1,39713F-HRTimeline
Lynx Investment Advisory2,982$332K0.2%+2113F-HRTimeline
Alhambra Investment Management LLC2,976$331K0.16%-30013F-HRTimeline
SilverOak Wealth Management LLC2,963$330K0.06%013F-HRTimeline
NORDEN GROUP LLC2,952$328K0.03%-5,08913F-HRTimeline
Foundations Investment Advisors, LLC2,916$324K<0.01%-1,22813F-HRTimeline
Wealth Quarterback LLC2,913$324K0.13%-10713F-HRTimeline
Simplicity Wealth,LLC2,904$323K0.02%-3,15813F-HRTimeline
J. L. Bainbridge & Co., Inc.2,902$323K0.03%-60113F-HRTimeline
Charter Oak Capital Management, LLC2,885$321K0.03%-7113F-HRTimeline
North Star Investment Management Corp.2,882$321K0.02%+54613F-HRTimeline
Baker Avenue Asset Management, LP2,865$319K0.01%+36713F-HRTimeline
Optivise Advisory Services LLC2,857$318K0.19%-50413F-HRTimeline
Coastline Trust Co2,817$313K0.03%+15213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stonegate Investment Group, LLC2,801$312K0.01%013F-HRTimeline
Creekside Partners2,800$311K0.14%+113F-HRTimeline
Main Street Financial Solutions, LLC2,773$308K0.02%+41913F-HRTimeline
Midwest Trust Co2,769$308K<0.01%-25313F-HRTimeline
Uniting Wealth Partners, LLC2,767$308K0.07%new13F-HRTimeline
Venture Visionary Partners LLC2,765$308K0.01%-1,21813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,759$307K<0.01%+413F-HRTimelineGroup
Alan B Lancz & Associates, Inc.2,725$303K0.27%013F-HRTimeline
Hanson & Doremus Investment Management2,726$303K0.04%-44213F-HRTimeline
Willis Johnson & Associates, Inc.2,706$301K0.02%new13F-HRTimeline
Janney Capital Management LLC2,683$298K0.02%+913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,678$298K0.12%+31613F-HRTimeline
VestGen Advisors, LLC2,678$298K0.01%new13F-HRTimeline
ABLE Financial Group, LLC2,673$297K0.06%-1913F-HRTimeline
Hickory Point Bank & Trust2,665$296K0.22%013F-HRTimeline
RDA Financial Network2,663$296K0.07%-23213F-HRTimeline
4Thought Financial Group Inc.2,601$289K0.15%-1913F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…2,595$289K0.01%-17913F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC2,591$288K0.05%-2013F-HRTimeline
Center for Financial Planning, Inc.2,580$287K0.03%013F-HRTimeline
Carnegie Investment Counsel2,579$287K0.01%-1,83013F-HRTimeline
W.H. Cornerstone Investments Inc.2,569$286K0.17%+24713F-HRTimeline
Orcam Financial Group2,563$285K0.23%+713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,548$283K0.38%-3,75413F-HRTimeline
Avalon Trust Co2,547$283K0.02%+82313F-HRTimeline
Grey Ledge Advisors, LLC2,539$282K0.06%-1,07513F-HRTimeline
New Covenant Trust Company, N.A.2,528$281K0.26%013F-HRTimeline
Investment Advisory Group, LLC2,521$280K0.08%-9513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,516$280K0.02%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc2,508$279K0.1%+25013F-HRTimeline
Paragon Capital Management Ltd2,500$278K0.05%-21613F-HRTimeline
Curran Financial Partners, LLC2,499$278K0.05%-22,78513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,487$277K0.04%+6113F-HRTimelineGroup
Old Port Advisors2,481$276K0.07%-23413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,475$275K0.01%+113F-HRTimelineGroup
First Heartland Consultants, Inc.2,448$272K0.02%new13F-HRTimeline
Compass Planning Associates Inc2,443$272K0.25%+2413F-HRTimeline
Destination Wealth Management2,442$272K0.01%+20413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,444$271K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC2,439$271K0.1%-21813F-HRTimeline
LexAurum Advisors, LLC2,414$268K0.04%+11713F-HRTimeline
DKM Wealth Management, Inc.2,412$268K0.22%013F-HRTimeline
Garrett Wealth Advisory Group, LLC2,410$268K0.05%013F-HRTimeline
Axis Wealth Partners, LLC2,378$265K0.15%-95813F-HRTimeline
Narus Financial Partners, LLC2,365$263K0.07%+38813F-HR/ATimeline
ProVise Management Group, LLC2,362$263K0.02%013F-HRTimeline
American Wealth Advisors, LLC2,358$262K0.26%13F-HRTimeline
Mokosak Advisory Group, LLC2,354$262K0.07%+2213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,349$261K<0.01%-1,57113F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC2,348$261K0.02%+513F-HRTimeline
Greenspring Advisors, LLC2,346$261K0.05%13F-HRTimeline
World Investment Advisors2,325$259K0.01%-12313F-HRTimeline
Strategic Point Investment Advisors, LLC2,320$258K0.04%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,319$258K0.03%+5913F-HRTimeline
Proficio Capital Partners LLC2,310$257K0.02%013F-HR/ATimeline
Walkner Condon Financial Advisors LLC2,304$256K0.04%013F-HRTimeline
WEST PACES ADVISORS INC.2,300$256K0.05%013F-HRTimeline
PRIVATE TRUST CO NA2,290$255K0.02%+2413F-HRTimeline
Grove Street Fiduciary, LLC2,270$252K0.12%013F-HRTimeline
SPC Financial, Inc.2,269$252K0.02%013F-HRTimeline
Sovran Advisors, LLC2,268$252K0.02%-30213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,268$252K0.03%-2,26813F-HRTimeline
Bedel Financial Consulting, Inc.2,247$250K0.03%+2213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC2,245$250K0.18%+10413F-HRTimeline
Windsor Capital Management, LLC2,244$250K0.07%+613F-HRTimeline
Rodgers Brothers Inc.2,243$249K0.03%013F-HRTimeline
Colony Family Offices, LLC2,233$248K0.06%+19413F-HRTimeline
S.A. Mason LLC2,221$247K0.11%013F-HRTimeline
DAVIDSON TRUST CO2,219$247K0.1%013F-HRTimeline
ORG Partners LLC2,203$247K0.04%-3013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,212$246K<0.01%-24713F-HRTimeline
Forefront Analytics, LLC2,211$246K0.24%-24113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,221$245K0.02%013F-HRTimeline
AlphaCore Capital LLC2,203$245K0.01%+44713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,183$243K<0.01%-2513F-HRTimeline
Family Investment Center, Inc.2,169$241K0.05%+1113F-HRTimeline
Jackson Hole Capital Partners, LLC2,168$241K0.04%+113F-HRTimeline
Fortress Financial Solutions, LLC2,156$240K0.26%+1313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,155$240K0.01%013F-HRTimeline
WJ Financial Advisors LLC2,120$236K0.23%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,114$235K<0.01%-62213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,099$233K0.03%-30613F-HRTimeline
Plan Group Financial, LLC2,096$233K0.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,091$233K0.01%-8,50913F-HR/ATimeline
Gradient Capital Advisors, LLC2,070$230K0.06%013F-HRTimeline
TODD ASSET MANAGEMENT LLC2,060$229K<0.01%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.2,052$228K0.18%+3813F-HRTimeline
North Forty Two & Co.2,048$228K0.22%013F-HRTimeline
Sunbelt Securities, Inc.2,047$228K0.02%+30413F-HRTimeline
Pinnacle Holdings, LLC2,036$226K0.08%+2713F-HRTimeline
Tribridge Partners Financial LLC2,035$226K0.1%-3813F-HRTimeline
GK Wealth Management LLC2,030$226K0.17%-21713F-HRTimeline
FAIRFIELD, BUSH & CO.2,030$226K0.12%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,026$225K0.04%-65813F-HRTimeline
BOSTON FAMILY OFFICE LLC2,021$225K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,022$225K0.03%new13F-HRTimeline
Maia Wealth LLC2,026$225K0.04%new13F-HRTimeline
Quadcap Wealth Management, LLC2,019$225K0.03%-50413F-HRTimeline
Signature Wealth Management Group2,017$224K0.09%-38,48713F-HRTimeline
Pinnacle Bancorp, Inc.2,009$223K0.07%-1213F-HRTimeline
Rock Point Advisors, LLC2,002$223K0.06%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,000$222K0.04%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC2,000$222K0.06%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,000$222K<0.01%new13F-HRTimelineGroup
Goldstone Financial Group, LLC1,998$222K0.03%-5613F-HRTimeline
WealthShield Partners, LLC1,987$221K0.03%-1913F-HRTimeline
WHITE PINE CAPITAL LLC1,977$220K0.06%-44513F-HRTimeline
Summit Financial Strategies, Inc.1,974$219K0.02%+7113F-HRTimeline
Trajan Wealth LLC1,962$218K0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co1,958$218K0.07%013F-HRTimeline
BridgePort Financial Solutions, LLC1,949$217K0.06%+12913F-HRTimeline
Coppell Advisory Solutions LLC1,942$216K0.02%013F-HRTimeline
Shared Vision Wealth Group LLC1,923$216K0.09%-18113F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,938$216K0.08%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,932$215K<0.01%-25613F-HRTimeline
WEBSTER BANK, N. A.1,906$212K0.02%-1013F-HRTimeline
Wernau Asset Management Inc.1,904$212K0.22%013F-HRTimeline
Texas Yale Capital Corp.1,900$211K0.01%013F-HRTimeline
Ellenbecker Investment Group1,883$209K0.03%-2713F-HRTimeline
Principle Wealth Partners LLC1,882$209K0.01%-10013F-HRTimeline
Finward Bancorp1,856$206K0.16%013F-HRTimeline
Viewpoint Capital Management LLC1,850$206K0.09%013F-HRTimeline
Belpointe Asset Management LLC1,847$205K0.01%013F-HRTimeline
Vawter Financial, Ltd.1,840$205K0.09%new13F-HR/ATimeline
OFC FINANCIAL PLANNING, LLC1,840$205K0.2%013F-HRTimeline
Red Tortoise LLC1,839$205K0.09%+1513F-HRTimeline
Driehaus Capital Management LLC1,839$205K<0.01%new13F-HRTimeline
Vise Technologies, Inc.1,832$204K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,830$204K0.03%+1513F-HRTimeline
Choate Investment Advisors1,830$204K<0.01%013F-HRTimeline
WMG Financial Advisors, LLC1,800$200K0.07%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,789$199K0.01%-34413F-HRTimeline
Archer Investment Corp1,777$198K0.04%-11613F-HRTimeline
SIMPLEX TRADING, LLC1,688$187K<0.01%+1,09713F-HRTimeline
Capital Investment Advisory Services, L…1,616$180K0.01%-92713F-HRTimeline
AdvisorNet Financial, Inc1,553$173K0.01%-2,10613F-HRTimeline
Powell Investment Advisors, LLC1,540$171K0.06%013F-HRTimeline
Financial Network Wealth Advisors LLC1,502$167K0.18%-89213F-HRTimeline
Medallion Wealth Advisors, LLC1,466$163K0.06%-4213F-HRTimeline
Blue Trust, Inc.1,343$149K<0.01%+5813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,297$144K0.07%+213F-HRTimeline
Kings Path Partners LLC1,282$143K0.05%013F-HRTimeline
Rialto Wealth Management, LLC1,249$139K0.04%013F-HRTimeline
CITY HOLDING CO1,245$138K0.02%-26113F-HRTimeline
Icon Wealth Advisors, LLC1,209$134K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,184$132K0.01%-10013F-HRTimeline
Tidemark, LLC1,145$127K0.04%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,143$127K0.04%013F-HRTimeline