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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
Aptus Capital Advisors, LLC1,161$128K<0.01%+3313F-HRTimeline
Tidemark, LLC1,145$126K0.04%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,143$126K0.04%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,100$121K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,094$120K<0.01%013F-HR/ATimeline
Geneos Wealth Management Inc.1,092$120K<0.01%-1,28613F-HRTimeline
BARRETT & COMPANY, INC.1,088$120K0.04%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,029$113K0.01%013F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC995$109K0.02%new13F-HRTimeline
UMB Bank, n.a.957$105K<0.01%+3713F-HR/ATimeline
Park Square Financial Group, LLC952$105K0.08%-1113F-HRTimeline
Hemington Wealth Management933$102K0.01%+1313F-HRTimeline
LANARK FINANCIAL, INC.913$100K0.01%+67313F-HRTimeline
Crewe Advisors LLC902$99.3K0.01%013F-HRTimeline
2UniFi Bank892$98.2K0.06%-19013F-HRTimeline
PINNEY & SCOFIELD, INC.878$96.6K0.07%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.867$95.4K0.01%013F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.853$93.9K0.29%013F-HRTimeline
Founders Capital Management843$92.8K0.06%013F-HRTimeline
Murphy & Mullick Capital Management Corp788$86.4K0.07%+1013F-HRTimeline
ESL Trust Services, LLC775$85.3K0.02%013F-HRTimeline
Nordwand Advisors, LLC775$85.3K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC752$83K0.02%+213F-HRTimeline
Key Financial Inc691$76K0.02%013F-HRTimeline
Westside Investment Management, Inc.689$75.8K0.01%-49713F-HRTimeline
HOWE & RUSLING INC677$74.5K0.01%+913F-HRTimeline
Breakwater Investment Management654$72K0.03%013F-HRTimeline
Front Row Advisors LLC643$70.8K0.02%013F-HRTimeline
Transce3nd, LLC626$68.9K0.03%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC608$66.9K0.01%+813F-HRTimeline
SIMPLEX TRADING, LLC591$65K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.574$63.2K<0.01%+50013F-HRTimeline
Centricity Wealth Management, LLC566$62.3K0.05%013F-HRTimeline
Register Financial Advisors LLC565$62.2K0.03%013F-HRTimeline
Templeton & Phillips Capital Management…561$61.7K0.04%013F-HRTimeline
Dogwood Wealth Management LLC556$60.7K0.03%013F-HRTimeline
Biltmore Family Office, LLC545$60K0.01%+24513F-HRTimeline
Nalls Sherbakoff Group, LLC545$60K0.04%-12313F-HRTimeline
Washington Trust Advisors, Inc.536$59K<0.01%013F-HRTimeline
Beacon Capital Management, LLC521$57.3K0.01%+413F-HRTimeline
Founders Financial Alliance, LLC520$57.3K0.01%-19013F-HRTimeline
Gen-Wealth Partners Inc520$57.2K0.02%+3813F-HRTimeline
Strategic Investment Solutions, Inc. /IL509$56K0.02%+10413F-HRTimeline
Clean Yield Group500$55K0.02%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC494$54.4K0.04%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.477$52.5K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC460$50.6K0.01%+213F-HRTimeline
Sound Income Strategies, LLC450$49.5K<0.01%+18313F-HRTimeline
ROTHSCHILD INVESTMENT LLC444$48.9K<0.01%-5913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd430$47.3K<0.01%013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…429$47.2K0.06%new13F-HRTimeline
BFSG, LLC402$44.2K<0.01%-7613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …390$42.9K0.01%13F-HRTimelineGroup
Stone House Investment Management, LLC387$42.6K0.01%-913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…377$41.5K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…352$38.7K0.01%-37513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA350$38.5K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC350$38.5K0.01%+7313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV343$37.7K<0.01%-27013F-HRTimeline
Stephens Consulting, LLC339$37.3K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…336$37K0.02%+813F-HRTimeline
EASTERN BANK333$36.7K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC331$36.4K0.01%-20013F-HRTimeline
Hilltop National Bank330$36.3K0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC332$36K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC325$35.8K<0.01%+20013F-HRTimelineGroup
CENTRAL TRUST Co317$34.9K<0.01%+1113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC307$33.8K0.01%013F-HRTimeline
Grove Bank & Trust279$30.7K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.276$30.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC263$29K<0.01%+2613F-HRTimeline
Vermillion & White Wealth Management Gr…263$28.9K0.02%013F-HRTimeline
Holos Integrated Wealth LLC261$28.8K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP254$28.2K0.01%13F-HRTimeline
William B. Walkup & Associates, Inc.244$26.9K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…243$26.8K<0.01%-9013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…236$26K0.03%013F-HR/ATimeline
Rise Advisors, LLC233$25.7K0.01%-8713F-HRTimeline
Gladwyn Financial Advisors, Inc.230$25.3K0.02%13F-HRTimeline
Boreal Capital Management LLC230$25.3K0.02%13F-HRTimeline
Main Street Group, LTD228$25.1K0.01%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC224$24.6K0.01%013F-HRTimeline
Copia Wealth Management202$22.2K0.02%-4013F-HRTimeline
EPG Wealth Management LLC201$22.1K0.01%+313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.200$22K0.01%013F-HRTimeline
Bangor Savings Bank199$21.9K<0.01%-1913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.197$21.7K0.01%013F-HRTimeline
Friedenthal Financial194$21.3K0.01%-2313F-HRTimeline
Cape Investment Advisory, Inc.187$20.6K0.01%-2013F-HRTimeline
Piscataqua Savings Bank184$20.2K0.02%013F-HRTimeline
Kiker Wealth Management, LLC160$17.6K0.01%-513F-HRTimeline
Plante Moran Financial Advisors, LLC159$17.5K<0.01%new13F-HRTimeline
Bare Financial Services, Inc158$17.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC151$16.6K<0.01%013F-HRTimeline
FSA Wealth Management LLC146$16.1K0.01%+213F-HRTimeline
TSFG, LLC146$16K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.139$15.3K0.01%013F-HRTimeline
Glassman Wealth Services137$15.1K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP128$14.1K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC123$13.2K0.15%new13F-HRTimeline
Fortis Group Advisors, LLC119$13.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC116$12.8K<0.01%+2313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP113$12.4K<0.01%013F-HRTimeline
Realta Investment Advisors106$11.7K<0.01%-2813F-HRTimeline
Nova Wealth Management, Inc.103$11.3K0.01%013F-HRTimeline
HM PAYSON & CO100$11K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$11K<0.01%013F-HRTimeline
MTM Investment Management, LLC100$11K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners95$10.4K<0.01%-7213F-HRTimelineGroup
Integrity Financial Corp /WA94$10.3K0.01%-2413F-HRTimeline
Missouri Trust & Investment Co92$10.1K<0.01%013F-HRTimeline
CNB Bank90$9.9K<0.01%013F-HRTimeline
Woodside Wealth Management LLC90$9.9K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC89$9.79K<0.01%013F-HRTimeline
Insight Inv LLC87$9.57K0.01%013F-HRTimeline
Anchor Investment Management, LLC84$9.24K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC83$9.13K<0.01%013F-HRTimeline
Olistico Wealth, LLC75$8.25K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC66$7.26K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC66$7.26K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$7.15K<0.01%-4813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.61$7K<0.01%-2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewSquare Capital LLC62$6.82K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK59$6.49K<0.01%-3013F-HRTimeline
Gould Capital, LLC58$6.38K<0.01%-713F-HRTimeline
Cedar Mountain Advisors, LLC55$6.05K<0.01%+113F-HRTimeline
LGT Financial Advisors LLC54$5.97K0.02%013F-HRTimeline
Graney & King, LLC52$5.72K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors50$5.5K<0.01%013F-HRTimelineGroup
MOTCO50$5.48K<0.01%new13F-HRTimeline
Robinswood Financial LLC46$5.17K<0.01%013F-HRTimeline
Bank of New Hampshire46$5.06K<0.01%013F-HRTimeline
Briaud Financial Planning Inc47$5K<0.01%new13F-HRTimeline
Truvestments Capital LLC40$4.4K<0.01%013F-HRTimeline
Nemes Rush Group LLC32$3.55K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC30$3.3K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA29$3.19K<0.01%new13F-HRTimeline
Legacy Bridge, LLC28$3.08K<0.01%013F-HRTimeline
Investors Research Corp28$3.08K<0.01%013F-HRTimeline
North Capital, Inc.25$2.75K<0.01%013F-HRTimeline
West Financial Advisors, LLC20$2.2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO20$2.2K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19$2.09K<0.01%-2113F-HRTimelineGroup
Darwin Wealth Management, LLC19$2.09K<0.01%013F-HRTimeline
Towne Trust Company, N.A18$1.98K<0.01%013F-HR/ATimeline
Granite Investment Partners, LLC18$1.98K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.15$1.65K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC13$1.43K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.13$1.39K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC12$1.31K<0.01%-513F-HRTimeline
HOEY INVESTMENTS, INC11$1.21K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.11$1.21K<0.01%013F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10$1.1K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC10$1.06K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV14$1K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.9$991<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates9$990<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC9$990<0.01%013F-HRTimeline
Bellwether Advisors, LLC7$770<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.7$765<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC6$680<0.01%013F-HRTimeline
Creekmur Asset Management LLC6$660<0.01%-2513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$501<0.01%+413F-HRTimelineGroup
Cherry Tree Wealth Management, LLC3$331<0.01%013F-HRTimeline
PayPay Securities Corp2$2200.01%013F-HRTimeline
HighMark Wealth Management LLC1$110<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$98<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC1$78<0.01%-5013F-HRTimeline
Kilter Group LLC1$75<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.