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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
Archer Investment Corp1,893$210K0.05%-10013F-HRTimeline
Finward Bancorp1,856$206K0.18%new13F-HRTimeline
Black Diamond Financial, LLC1,854$206K0.03%-3113F-HRTimeline
CITY HOLDING CO1,854$206K0.03%-56313F-HRTimeline
Viewpoint Capital Management LLC1,850$206K0.11%013F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,840$204K0.23%-6013F-HRTimeline
Choate Investment Advisors1,830$203K0.01%new13F-HRTimeline
Red Tortoise LLC1,802$200K0.1%013F-HRTimeline
SOA Wealth Advisors, LLC.1,791$199K0.04%+313F-HRTimeline
AlphaCore Capital LLC1,756$195K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA1,677$186K0.02%-21513F-HRTimeline
AMERIFLEX GROUP, INC.1,592$177K0.07%+1613F-HRTimeline
Powell Investment Advisors, LLC1,540$171K0.08%-35013F-HRTimeline
Medallion Wealth Advisors, LLC1,540$171K0.08%+4513F-HRTimeline
Icon Wealth Advisors, LLC1,387$154K0.01%-24213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,293$144K0.09%013F-HRTimeline
Kings Path Partners LLC1,282$142K0.07%-18113F-HRTimeline
Rialto Wealth Management, LLC1,249$139K0.04%013F-HRTimeline
Blue Trust, Inc.1,213$135K<0.01%+82813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,239$132K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,186$132K0.03%013F-HRTimeline
Union Bancaire Privee, UBP SA1,165$129K<0.01%-1,51013F-HRTimeline
Tidemark, LLC1,145$127K0.05%-1013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,143$127K0.05%013F-HRTimeline
Headlands Technologies LLC1,130$126K0.01%+48613F-HRTimeline
Aptus Capital Advisors, LLC1,128$125K<0.01%-3013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,094$122K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,088$121K0.05%013F-HRTimeline
2UniFi Bank1,082$119K0.08%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,029$114K0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.1,015$113K<0.01%-15713F-HRTimeline
Park Square Financial Group, LLC963$107K0.08%-21513F-HRTimeline
Compass Wealth Management LLC950$106K0.03%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC929$103K0.02%013F-HRTimeline
UMB Bank, n.a.920$102K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management920$102K0.02%013F-HRTimeline
Crewe Advisors LLC902$100K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.878$97.5K0.07%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.867$96.3K0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.853$94.8K0.33%013F-HRTimeline
Founders Capital Management843$93.6K0.06%013F-HRTimeline
Sunbelt Securities, Inc.829$92.1K0.01%-1,06113F-HRTimeline
Wealth Advisors of Tampa Bay, LLC794$88.2K0.04%new13F-HRTimeline
Murphy & Mullick Capital Management Corp778$86.4K0.08%-10913F-HRTimeline
ESL Trust Services, LLC775$86.1K0.02%013F-HRTimeline
Hexagon Capital Partners LLC738$82K0.02%-1113F-HRTimeline
Cornerstone Planning Group LLC750$81.9K0.02%-2313F-HRTimeline
Founders Financial Alliance, LLC710$78.9K0.02%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…727$78.1K0.03%+37513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH692$76.9K0.02%new13F-HRTimeline
Key Financial Inc691$76.8K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC668$74.2K0.06%13F-HRTimeline
HOWE & RUSLING INC668$74.2K0.01%013F-HRTimeline
Breakwater Investment Management654$72.7K0.03%013F-HRTimeline
Front Row Advisors LLC643$71.4K0.03%013F-HRTimeline
Transce3nd, LLC626$69.5K0.03%+35313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV613$68.1K0.01%-42813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC600$66.6K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …591$65.6K0.01%13F-HRTimelineGroup
Centricity Wealth Management, LLC566$62.9K0.06%-20413F-HRTimeline
Register Financial Advisors LLC565$62.8K0.03%013F-HRTimeline
Templeton & Phillips Capital Management…561$62.3K0.04%013F-HRTimeline
Dogwood Wealth Management LLC556$61.7K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.536$59.5K0.01%013F-HRTimeline
BALLAST ADVISORS LLC531$59K0.02%-23513F-HRTimeline
Beacon Capital Management, LLC517$57.5K0.01%-28213F-HRTimeline
ROTHSCHILD INVESTMENT LLC503$55.9K<0.01%+5913F-HRTimeline
Clean Yield Group500$55.5K0.02%013F-HRTimeline
New Millennium Group LLC497$55.2K0.04%+48913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC494$54.9K0.04%-2213F-HRTimeline
Gen-Wealth Partners Inc482$53.5K0.02%+2213F-HRTimeline
BFSG, LLC478$53.1K0.01%+3613F-HRTimeline
GPS Wealth Strategies Group, LLC458$50.9K0.01%-2613F-HRTimeline
Runnymede Capital Advisors, Inc.445$49.4K0.05%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd430$47.8K<0.01%+6013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL405$45K0.01%013F-HRTimeline
Stone House Investment Management, LLC396$44K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…377$41.9K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC362$40.2K<0.01%013F-HRTimeline
Stephens Consulting, LLC339$37.7K0.01%+16413F-HRTimeline
EASTERN BANK333$37K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…333$37K<0.01%-95913F-HRTimelineGroup
Smallwood Wealth Investment Management,…328$36.4K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC332$36K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC320$35.6K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC307$34.1K0.01%+1513F-HRTimeline
Opal Wealth Advisors, LLC307$34.1K0.01%new13F-HRTimeline
CENTRAL TRUST Co306$34K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.303$33.7K0.01%+13913F-HRTimeline
Biltmore Family Office, LLC300$33.3K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.276$30.7K0.01%-31513F-HRTimeline
Avalon Trust Co275$30.6K<0.01%new13F-HRTimeline
Rossby Financial, LCC277$30.4K0.01%new13F-HRTimeline
Sound Income Strategies, LLC267$29.6K<0.01%+2413F-HRTimeline
Vermillion & White Wealth Management Gr…263$29.2K0.02%-1,21013F-HRTimeline
GODSEY & GIBB, INC262$29.1K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC261$29K0.02%013F-HRTimeline
Laurel Wealth Advisors LLC259$28.8K<0.01%013F-HRTimeline
William B. Walkup & Associates, Inc.244$27.1K0.02%013F-HRTimeline
Copia Wealth Management242$26.9K0.02%013F-HRTimeline
Golden State Wealth Management, LLC237$26.3K<0.01%+17713F-HR/ATimeline
MJT & Associates Financial Advisory Gro…236$26.2K0.03%13F-HRTimeline
LANARK FINANCIAL, INC.240$26K<0.01%new13F-HRTimeline
Main Street Group, LTD226$25.1K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC224$24.9K0.01%013F-HRTimeline
Bangor Savings Bank218$24.2K<0.01%-1913F-HRTimeline
Friedenthal Financial217$24.1K0.01%+3013F-HRTimeline
NorthRock Partners, LLC210$23.3K<0.01%-2913F-HRTimeline
Cape Investment Advisory, Inc.207$23K0.01%-3313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.200$22.2K0.01%013F-HRTimeline
EPG Wealth Management LLC198$22K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.197$21.9K0.01%+1513F-HRTimeline
Piscataqua Savings Bank184$20.4K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners167$18.5K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC165$18.3K0.01%+16013F-HRTimeline
Bare Financial Services, Inc158$17.6K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.152$16.9K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC151$16.8K<0.01%013F-HRTimeline
TSFG, LLC146$16K<0.01%013F-HRTimeline
FSA Wealth Management LLC144$16K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.139$15.4K<0.01%013F-HRTimeline
Glassman Wealth Services137$15.2K<0.01%013F-HRTimeline
Realta Investment Advisors134$14.9K0.01%-6913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP128$14.2K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125$13.9K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC119$13.2K<0.01%-5513F-HRTimeline
Integrity Financial Corp /WA118$13.1K0.01%+4213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP113$12.6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…113$12.6K<0.01%013F-HRTimelineGroup
Atala Financial Inc108$12K0.01%013F-HRTimeline
Nova Wealth Management, Inc.103$11.4K0.01%013F-HR/ATimeline
HM PAYSON & CO100$11.1K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$11.1K<0.01%013F-HRTimeline
MTM Investment Management, LLC100$11K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC93$10.3K<0.01%-113F-HRTimeline
Missouri Trust & Investment Co92$10.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.88$10K<0.01%-6513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CNB Bank90$10K0.01%013F-HRTimeline
Woodside Wealth Management LLC90$10K0.01%13F-HRTimeline
COUNTRY TRUST BANK89$9.89K<0.01%013F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC89$9.89K<0.01%013F-HRTimeline
Insight Inv LLC87$9.66K0.01%013F-HRTimeline
Anchor Investment Management, LLC84$9.33K<0.01%-20013F-HRTimeline
IAG Wealth Partners, LLC83$9.22K<0.01%+213F-HRTimeline
Olistico Wealth, LLC75$8.33K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.74$8.22K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC66$7.33K<0.01%-1,65413F-HRTimelineGroup
Costello Asset Management, INC66$7.33K<0.01%new13F-HRTimeline
Gould Capital, LLC65$7.22K0.01%-12413F-HRTimeline
High Note Wealth, LLC63$7K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC55$6.15K<0.01%013F-HRTimeline
one8zero8, LLC55$6.11K<0.01%-1813F-HRTimeline
Cedar Mountain Advisors, LLC54$6.03K<0.01%-113F-HRTimeline
LGT Financial Advisors LLC54$5.94K0.02%-10013F-HRTimeline
Collier Financial53$5.89K0.01%new13F-HRTimeline
Graney & King, LLC52$5.78K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC51$5.63K<0.01%-23013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors50$5.55K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC46$5.15K<0.01%013F-HRTimeline
Bank of New Hampshire46$5.11K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.45$5K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO40$4.44K<0.01%+2913F-HRTimelineGroup
Truvestments Capital LLC40$4.44K<0.01%013F-HRTimeline
Financial Perspectives, Inc36$4K<0.01%013F-HRTimeline
Creekmur Asset Management LLC31$3.44K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC30$3.33K<0.01%013F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC30$3.33K<0.01%-13713F-HRTimeline
Promus Capital, LLC29$3.18K<0.01%013F-HR/ATimeline
Legacy Bridge, LLC28$3.11K<0.01%013F-HRTimeline
Investors Research Corp28$3.11K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton25$2.78K<0.01%-2413F-HRTimeline
North Capital, Inc.25$2.78K<0.01%13F-HRTimeline
WHITTIER TRUST CO20$2.22K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC19$2.02K<0.01%013F-HRTimeline
Towne Trust Company, N.A18$2K<0.01%013F-HRTimeline
Granite Investment Partners, LLC18$2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC17$1.89K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.15$1.67K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC15$1.67K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC14$1.55K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.13$1.39K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.11$1.22K<0.01%-913F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10$1.11K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC10$1.06K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV14$1K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates9$1K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC9$1K<0.01%-43013F-HRTimeline
Bellwether Advisors, LLC7$778<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.7$762<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC6$683<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3$334<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC2$230<0.01%013F-HRTimeline
PayPay Securities Corp2$2230.01%-113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$99<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$92<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,50013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Vinland Capital Management Gestora de R…0$00%-14,394,90513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.