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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
Aptus Capital Advisors, LLC1,125$125K<0.01%-3613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,094$122K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,093$122K<0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.1,088$121K0.04%013F-HRTimeline
Key Financial Inc1,061$118K0.02%+37013F-HRTimeline
Essential Partners LLC1,042$116K0.04%-22013F-HRTimeline
AMERIFLEX GROUP, INC.1,036$115K0.04%-63913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,029$114K0.01%013F-HRTimelineGroup
Hemington Wealth Management938$104K0.01%+513F-HRTimeline
LANARK FINANCIAL, INC.929$103K0.01%+1613F-HRTimeline
Crewe Advisors LLC902$100K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.878$97.7K0.06%013F-HRTimeline
UMB Bank, n.a.871$96.9K<0.01%-8613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONSULTIVA WEALTH MANAGEMENT, CORP.853$94.9K0.27%013F-HRTimeline
2UniFi Bank843$93.8K0.05%-4913F-HRTimeline
Founders Capital Management843$93.8K0.05%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.800$89K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp792$88K0.07%+413F-HRTimeline
ESL Trust Services, LLC775$86.2K0.02%013F-HRTimeline
Westside Investment Management, Inc.689$76.6K0.01%013F-HRTimeline
HOWE & RUSLING INC684$76K0.01%+713F-HRTimeline
Cornerstone Planning Group LLC655$72.9K0.01%-9713F-HRTimeline
Breakwater Investment Management654$72.7K0.03%013F-HRTimeline
Front Row Advisors LLC643$71.6K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC614$68.3K0.01%+613F-HRTimeline
MATHER GROUP, LLC.600$66.7K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.111$63.1K<0.01%-75613F-HRTimelineGroup
Templeton & Phillips Capital Management…561$62.4K0.04%013F-HRTimeline
Gen-Wealth Partners Inc556$61.8K0.02%+3613F-HRTimeline
Dogwood Wealth Management LLC555$61.8K0.03%-113F-HRTimeline
Nalls Sherbakoff Group, LLC545$60.6K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.536$59.6K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC522$58K0.01%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC525$58K<0.01%+19313F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL512$56.9K0.02%+313F-HRTimeline
Clean Yield Group500$55.6K0.02%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC494$54.9K0.04%013F-HRTimeline
Seneschal Advisors, LLC491$54.6K0.04%new13F-HRTimeline
Biltmore Family Office, LLC490$54.5K0.01%-5513F-HRTimeline
Barnes Dennig Private Wealth Management…463$51.5K0.06%+3413F-HRTimeline
GPS Wealth Strategies Group, LLC462$51.4K0.01%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC444$49.4K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd430$47.8K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC388$43.1K0.01%+113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…377$41.9K<0.01%013F-HRTimeline
Abound Wealth Management367$40.8K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC362$40.3K<0.01%new13F-HRTimeline
BFSG, LLC361$40.2K<0.01%-4113F-HRTimeline
Rossby Financial, LCC353$39.3K0.01%+313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…352$39.1K0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA350$38.9K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV343$38.1K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC336$37.4K<0.01%+1113F-HRTimelineGroup
EASTERN BANK333$37K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC331$36.8K0.01%013F-HRTimeline
Hilltop National Bank330$36.7K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…328$36.5K0.02%-813F-HRTimeline
Grove Bank & Trust312$34.7K<0.01%+3313F-HRTimeline
CENTRAL TRUST Co306$34K<0.01%-1113F-HRTimeline
Root Financial Partners, LLC296$32.9K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.276$30.7K<0.01%013F-HRTimeline
Park Square Financial Group, LLC265$29.5K0.13%-68713F-HRTimeline
Vermillion & White Wealth Management Gr…263$29.3K0.02%013F-HRTimeline
Holos Integrated Wealth LLC261$29.1K0.02%013F-HRTimeline
Golden State Wealth Management, LLC259$28.9K<0.01%-413F-HRTimeline
William B. Walkup & Associates, Inc.244$27.1K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.242$26.9K0.01%+4513F-HRTimeline
Rise Advisors, LLC234$26.1K0.01%+113F-HRTimeline
Gladwyn Financial Advisors, Inc.232$25.9K0.02%+213F-HRTimeline
Boreal Capital Management LLC230$25.6K0.02%013F-HRTimeline
Main Street Group, LTD229$25.5K0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC224$24.9K0.01%013F-HR/ATimeline
Sound Income Strategies, LLC207$23K<0.01%-24313F-HRTimeline
EPG Wealth Management LLC203$22.6K0.01%+213F-HRTimeline
Copia Wealth Management202$22.5K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.200$22.2K0.01%013F-HRTimeline
Realta Investment Advisors196$21.9K0.01%+9013F-HRTimeline
Friedenthal Financial194$21.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…193$21.4K<0.01%-5013F-HRTimelineGroup
Kiker Wealth Management, LLC187$20.8K0.01%+2713F-HRTimeline
Piscataqua Savings Bank184$20.5K0.02%013F-HRTimeline
Promus Capital, LLC168$18.7K0.01%-8,97813F-HRTimeline
Bangor Savings Bank166$18.5K<0.01%-3313F-HRTimeline
Plante Moran Financial Advisors, LLC159$17.7K<0.01%013F-HRTimeline
Bare Financial Services, Inc158$17.6K0.01%013F-HRTimeline
IAG Wealth Partners, LLC157$17.5K<0.01%+7413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC151$16.8K<0.01%013F-HRTimeline
FSA Wealth Management LLC147$16.4K0.01%+113F-HRTimeline
TSFG, LLC146$16K<0.01%013F-HRTimeline
Strategic Advocates LLC143$15.9K<0.01%new13F-HRTimeline
Park Place Capital Corp140$15.6K<0.01%-7,88413F-HRTimeline
Vermillion Wealth Management, Inc.140$15.5K<0.01%+113F-HRTimeline
Glassman Wealth Services137$15.2K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC133$14.8K<0.01%-17413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP128$14.2K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC119$13.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.117$13K0.01%-7013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP113$12.6K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.103$11.5K0.01%013F-HRTimeline
HM PAYSON & CO100$11.1K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$11.1K<0.01%013F-HRTimeline
MTM Investment Management, LLC100$11.1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners96$10.7K<0.01%+113F-HRTimelineGroup
Missouri Trust & Investment Co92$10.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC90$10K<0.01%+113F-HRTimeline
CNB Bank90$10K<0.01%013F-HRTimeline
Woodside Wealth Management LLC90$10K0.01%013F-HRTimeline
Anchor Investment Management, LLC84$9.38K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC66$7.34K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC66$7.34K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$7.23K<0.01%013F-HRTimelineGroup
Orion Capital Management LLC64$7.12K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…63$7.01K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.61$7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COUNTRY TRUST BANK59$6.56K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC56$6.17K<0.01%+113F-HRTimeline
LGT Financial Advisors LLC55$6.09K0.01%+113F-HRTimeline
Graney & King, LLC52$5.78K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors50$5.56K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC50$5.56K<0.01%new13F-HRTimeline
Robinswood Financial LLC47$5.24K<0.01%+113F-HRTimeline
Bank of New Hampshire46$5.12K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.45$5K<0.01%new13F-HRTimeline
Caitlin John, LLC45$5K<0.01%new13F-HRTimeline
Truvestments Capital LLC40$4.45K<0.01%013F-HRTimeline
Integrity Financial Corp /WA37$4.12K<0.01%-5713F-HRTimeline
Nemes Rush Group LLC33$3.62K<0.01%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC30$3.34K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …29$3.17K<0.01%13F-HRTimelineGroup
Legacy Bridge, LLC28$3.12K<0.01%013F-HRTimeline
Investors Research Corp28$3.11K<0.01%013F-HRTimeline
North Capital, Inc.26$2.89K<0.01%+113F-HRTimeline
Gould Capital, LLC25$2.78K<0.01%-3313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.21$2.34K<0.01%+1213F-HRTimeline
Darwin Wealth Management, LLC19$2.11K<0.01%013F-HRTimeline
Granite Investment Partners, LLC18$2K<0.01%013F-HRTimeline
Guerra Advisors Inc16$1.78K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.13$1.39K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC12$1.33K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11$1.22K<0.01%-813F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.11$1.22K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10$1.11K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC10$1.08K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates9$1K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC9$1K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV14$1K<0.01%013F-HRTimeline
PayPay Securities Corp8$9400.03%+613F-HRTimeline
FAS Wealth Partners, Inc.7$781<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$507<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC4$403<0.01%-213F-HRTimeline
HighMark Wealth Management LLC1$112<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$99<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC1$79<0.01%013F-HRTimeline
Avion Wealth6$00%new13F-HRTimelineValue filed as zero, left out of ratios.