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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
Viewpoint Capital Management LLC1,850$197K0.1%013F-HRTimeline
Pinnacle Holdings, LLC1,830$195K0.07%-1113F-HRTimeline
Red Tortoise LLC1,802$192K0.1%+813F-HRTimeline
SOA Wealth Advisors, LLC.1,788$190K0.04%-14913F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,720$183K0.01%+5013F-HRTimelineGroup
Matrix Trust Co1,711$182K0.03%-1,17613F-HRTimeline
Icon Wealth Advisors, LLC1,629$174K0.01%-813F-HRTimeline
AMERIFLEX GROUP, INC.1,576$170K0.08%13F-HRTimeline
Medallion Wealth Advisors, LLC1,495$163K0.08%13F-HRTimeline
AlphaMark Advisors, LLC1,475$157K0.07%-47513F-HRTimeline
Vermillion & White Wealth Management Gr…1,473$157K0.12%+1613F-HRTimeline
Kings Path Partners LLC1,463$156K0.07%-31313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,293$138K0.08%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,292$138K0.01%-26313F-HRTimelineGroup
Vinland Capital Management Gestora de R…14,394,905$135K15.59%new13F-HRTimeline
Rialto Wealth Management, LLC1,249$133K0.04%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,239$132K0.01%-8913F-HRTimeline
Westside Investment Management, Inc.1,186$126K0.03%-5013F-HRTimeline
Park Square Financial Group, LLC1,178$126K0.09%13F-HRTimeline
MATHER GROUP, LLC.1,172$125K<0.01%-81513F-HRTimeline
Aptus Capital Advisors, LLC1,158$123K<0.01%-9913F-HRTimeline
Tidemark, LLC1,155$123K0.05%-27613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,143$122K0.05%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,094$117K<0.01%+913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARRETT & COMPANY, INC.1,088$116K0.05%-13613F-HRTimeline
2UniFi Bank1,082$115K0.08%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,041$111K0.01%-2,39213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,029$110K0.01%+1413F-HRTimelineGroup
Geneos Wealth Management Inc.994$106K<0.01%-2813F-HRTimeline
Compass Wealth Management LLC950$101K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC929$98.9K0.02%+513F-HRTimeline
UMB Bank, n.a.920$98K<0.01%-2,01113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management920$98K0.02%+313F-HRTimeline
Crewe Advisors LLC902$96.1K0.01%-2613F-HRTimeline
Eagle Bay Advisors LLC900$95.9K0.06%new13F-HRTimeline
Murphy & Mullick Capital Management Corp887$94.5K0.09%13F-HRTimeline
PINNEY & SCOFIELD, INC.878$93.6K0.07%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.867$92.4K0.01%-2,20513F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.853$90.9K0.46%new13F-HRTimeline
Founders Capital Management843$89.8K0.06%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …817$87K0.02%+35213F-HRTimelineGroup
Beacon Capital Management, LLC799$85.1K0.01%-3413F-HRTimeline
Cornerstone Planning Group LLC773$83.4K0.02%-2713F-HRTimeline
ESL Trust Services, LLC775$82.6K0.02%013F-HRTimeline
Centricity Wealth Management, LLC770$82K0.08%13F-HRTimeline
BALLAST ADVISORS LLC766$81.6K0.03%-29713F-HRTimeline
Hexagon Capital Partners LLC749$79.8K0.01%-14413F-HRTimeline
Founders Financial Alliance, LLC710$75.7K0.02%+113F-HRTimeline
Key Financial Inc691$73.6K0.02%013F-HRTimeline
HOWE & RUSLING INC668$71.2K0.01%+313F-HRTimeline
Breakwater Investment Management654$69.7K0.03%013F-HR/ATimeline
Venturi Wealth Management, LLC648$69K<0.01%-18613F-HRTimeline
Headlands Technologies LLC644$68.6K0.01%new13F-HRTimeline
Front Row Advisors LLC643$68.5K0.02%-3113F-HRTimeline
Van Hulzen Asset Management, LLC612$65.2K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC600$63.9K0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.591$63K0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC573$61.1K0.02%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA571$60.8K<0.01%13F-HRTimelineGroup
Register Financial Advisors LLC565$60.2K0.03%013F-HRTimeline
Templeton & Phillips Capital Management…561$59.8K0.05%013F-HRTimeline
Dogwood Wealth Management LLC556$59.2K0.03%+113F-HRTimeline
Washington Trust Advisors, Inc.536$57.1K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd536$57.1K0.03%+313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC516$55K0.04%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…515$54.9K0.01%+213F-HRTimeline
Clean Yield Group500$53.3K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.500$53.3K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC484$51.6K0.01%+10013F-HRTimeline
Raleigh Capital Management Inc.472$50.3K0.02%013F-HRTimeline
Gen-Wealth Partners Inc460$49K0.02%+1113F-HRTimeline
Runnymede Capital Advisors, Inc.445$47.4K0.04%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC444$47.3K<0.01%013F-HRTimeline
BFSG, LLC442$47.1K0.01%-4713F-HRTimeline
Richard W. Paul & Associates, LLC439$46.8K0.02%-313F-HRTimeline
Element Wealth, LLC419$44.6K0.02%-2713F-HRTimeline
Transcendent Capital Group LLC415$44.3K0.02%-19313F-HRTimeline
Strategic Investment Solutions, Inc. /IL405$43.1K0.01%+113F-HRTimeline
Blue Trust, Inc.385$41K<0.01%-10,44513F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…377$40.2K<0.01%-31313F-HR/ATimeline
Measured Risk Portfolios, Inc.371$39.5K0.04%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd370$39.4K<0.01%013F-HRTimelineGroup
HALL LAURIE J TRUSTEE365$39K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC362$38.6K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…352$37.5K0.01%013F-HRTimeline
EASTERN BANK333$35.5K<0.01%013F-HRTimeline
Hilltop National Bank331$35.3K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC332$35K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC320$34.1K0.02%+113F-HRTimeline
CENTRAL TRUST Co306$32.6K<0.01%013F-HRTimeline
Biltmore Family Office, LLC300$32K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC292$31.1K0.01%013F-HRTimeline
Anchor Investment Management, LLC284$30.3K<0.01%-20013F-HRTimeline
Mainstream Capital Management LLC282$30K0.02%new13F-HRTimeline
Mascoma Wealth Management LLC281$29.9K0.01%-5013F-HRTimeline
Transce3nd, LLC273$29.1K0.01%13F-HRTimeline
Holos Integrated Wealth LLC261$27.8K0.02%13F-HRTimeline
Laurel Wealth Advisors LLC259$27.6K<0.01%013F-HRTimeline
HBC Financial Services, PLLC262$27K0.02%013F-HRTimeline
Luminist Capital LLC252$26.8K0.05%13F-HRTimeline
William B. Walkup & Associates, Inc.244$26K0.02%013F-HRTimeline
Sound Income Strategies, LLC243$25.9K<0.01%-29213F-HRTimeline
Copia Wealth Management242$25.8K0.02%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC240$25.6K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.240$25.6K0.01%+4313F-HRTimeline
NorthRock Partners, LLC239$25.5K<0.01%-62513F-HR/ATimeline
Bangor Savings Bank237$25.3K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP234$24.9K0.01%013F-HRTimeline
Main Street Group, LTD226$24.1K0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC224$23.9K0.01%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC218$23.3K0.01%013F-HRTimeline
Advantage Trust Co205$21.8K0.01%013F-HRTimeline
Realta Investment Advisors203$21.7K0.01%-26813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.200$21.3K0.01%013F-HRTimeline
EPG Wealth Management LLC198$21.1K0.01%+113F-HRTimeline
Gould Capital, LLC189$20.1K0.01%013F-HRTimeline
Friedenthal Financial187$19.9K0.01%013F-HRTimeline
Piscataqua Savings Bank184$19.6K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.182$19.4K0.01%013F-HRTimeline
Global Trust Asset Management, LLC176$18.7K0.01%-2713F-HRTimeline
Stephens Consulting, LLC175$18.6K<0.01%+16713F-HRTimeline
Fortis Group Advisors, LLC174$18.5K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC167$17.8K0.01%+8713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners167$17.8K<0.01%-21613F-HRTimelineGroup
SJS Investment Consulting Inc.164$17.5K<0.01%new13F-HRTimeline
Bare Financial Services, Inc158$16.8K0.01%013F-HRTimeline
WR Wealth Planners, LLC157$16.8K0.01%-23213F-HRTimeline
LGT Financial Advisors LLC154$16.4K0.04%+113F-HRTimeline
Ruedi Wealth Management, Inc.152$16.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC151$16.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.153$16K<0.01%-513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TSFG, LLC146$16K<0.01%-1,06613F-HRTimeline
FSA Wealth Management LLC144$15.3K0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.139$14.8K0.01%13F-HRTimeline
Glassman Wealth Services137$14.6K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP128$13.6K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$13.3K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP113$12K<0.01%-213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…113$12K<0.01%-18513F-HRTimelineGroup
Atala Financial Inc108$11.5K0.01%13F-HRTimeline
Nova Wealth Management, Inc.103$11K0.01%13F-HRTimeline
HM PAYSON & CO100$10.7K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$10.7K<0.01%013F-HRTimeline
MTM Investment Management, LLC100$10.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC94$10K<0.01%-9613F-HRTimeline
Missouri Trust & Investment Co92$9.8K<0.01%013F-HRTimeline
CNB Bank90$9.59K<0.01%013F-HRTimeline
COUNTRY TRUST BANK89$9.48K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC89$9.48K<0.01%-2213F-HRTimeline
Heck Capital Advisors, LLC89$9.46K<0.01%-42613F-HR/ATimeline
Insight Inv LLC87$9.27K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC81$8.63K<0.01%013F-HRTimeline
LEE DANNER & BASS INC78$8.36K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA76$8.1K<0.01%013F-HRTimeline
Olistico Wealth, LLC75$7.99K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.74$7.89K<0.01%-1,29013F-HRTimeline
one8zero8, LLC73$7.78K<0.01%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.67$7.24K0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC64$6.82K<0.01%new13F-HRTimeline
High Note Wealth, LLC63$6.71K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC60$6.39K<0.01%13F-HRTimeline
FSC Wealth Advisors, LLC55$5.9K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC55$5.88K<0.01%013F-HRTimeline
Graney & King, LLC52$5.54K<0.01%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors50$5.33K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton49$5.22K<0.01%-2,86413F-HRTimeline
Robinswood Financial LLC46$4.94K<0.01%-95713F-HRTimeline
Bank of New Hampshire46$4.9K<0.01%013F-HRTimeline
Caitlin John, LLC45$4.79K<0.01%013F-HRTimeline
Truvestments Capital LLC40$4.26K<0.01%013F-HRTimeline
Nemes Rush Group LLC36$3.84K<0.01%013F-HRTimeline
Financial Perspectives, Inc36$3.84K<0.01%013F-HRTimeline
Creekmur Asset Management LLC31$3.29K<0.01%-713F-HRTimeline
CBIZ Investment Advisory Services, LLC30$3.2K<0.01%013F-HRTimeline
Promus Capital, LLC29$3.05K<0.01%13F-HR/ATimeline
PIN OAK INVESTMENT ADVISORS INC25$3K<0.01%013F-HRTimeline
Legacy Bridge, LLC28$2.98K<0.01%013F-HRTimeline
Investors Research Corp28$2.98K<0.01%013F-HRTimeline
WHITTIER TRUST CO20$2.13K<0.01%013F-HRTimeline
Rakuten Securities, Inc.20$2.13K<0.01%+1013F-HRTimeline
Darwin Wealth Management, LLC19$2.02K<0.01%013F-HR/ATimeline
Towne Trust Company, N.A18$1.92K<0.01%new13F-HRTimeline
Granite Investment Partners, LLC18$1.92K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC17$1.81K<0.01%013F-HRTimeline
REAP Financial Group, LLC17$1.81K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC17$1.77K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.15$1.6K<0.01%-4313F-HRTimeline
PSI Advisors, LLC14$1.49K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC14$1.49K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.13$1.39K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11$1.17K<0.01%-10013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10$1.07K<0.01%-1,60013F-HRTimeline
Retirement Wealth Solutions LLC10$1.01K<0.01%13F-HRTimeline
Global Wealth Strategies & Associates9$959<0.01%013F-HRTimeline
New Millennium Group LLC8$852<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC7$746<0.01%013F-HRTimeline
Bellwether Advisors, LLC7$746<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.7$731<0.01%013F-HRTimeline
Kiker Wealth Management, LLC5$533<0.01%13F-HRTimeline
PayPay Securities Corp3$3200.01%+213F-HRTimeline