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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,716,838$1.25B0.12%+9,98513F-HRTimelineGroup
FMR LLCin group FMR LLC7,729,985$824M0.05%+739,54013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,729,948$824M0.02%-28,027,08213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,055,685$432M0.03%-531,22113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,131,927$227M-97,110Timeline
UBS Group AGin group UBS Group AG1,539,076$164M0.04%-291,09913F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO1,461,746$156M2.94%+536,61013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,452,502$155M0.42%+1,378,09413F-HRTimelineGroup
LPL Financial LLC1,103,898$118M0.05%+52,47913F-HRTimeline
EVOKE WEALTH, LLC1,101,020$117M3.27%-7,06013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,044,440$111M0.1%+1,014,73513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN992,192$106M0.03%-24,13713F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich893,256$105M0.32%+58,06613F-HRTimeline
FIL Ltdin group FIL Ltd946,857$101M0.09%+518,38713F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.905,900$96.5M0.36%013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP845,710$90.1M0.11%+306,34013F-HRTimelineGroup
WealthNavi Inc.841,524$89.7M1.04%-42,52013F-HRTimeline
3EDGE Asset Management, LP794,973$84.7M5.22%-410,03613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC669,569$71.4M0.02%-16,60013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO618,876$65.9M0.01%-2,262,06013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…599,446$63.9M0.04%-87,52813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA589,521$62.8M0.01%+68,05113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…583,887$62.2M0.24%-16,53813F-HRTimelineGroup
Rock Creek Group LLCin group Rock Creek Group LLC2,764,310$61.6M6.48%+18,90813F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP567,366$60.5M1.66%-694,17013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA429,183$45.7M3.18%+147,84913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…428,400$45.6M0.05%+5,90013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…404,303$43.1M0.04%-17,81713F-HRTimelineGroup
Dynasty Wealth Management, LLC398,524$42.5M0.73%new13F-HRTimeline
Quotient Wealth Partners, LLC394,570$42M1.38%+12,05513F-HRTimeline
Money Design Co.,Ltd.381,307$40.7M2.09%+13,58713F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP380,400$40.5M52.84%-189,50013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC372,222$39.7M0.04%+337,32413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp367,326$39.1M0.01%-21,74113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC347,564$37M0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC339,725$36.2M0.05%-12,95713F-HRTimeline
One Capital Management, LLC331,740$35.3M1.17%-5,32013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP329,526$35.1M0.04%+11,86513F-HRTimelineGroup
Arbor Investment Advisors, LLC294,729$31.4M4.42%+5,66213F-HRTimeline
Federation des caisses Desjardins du Qu…292,244$31.1M0.16%-6,91813F-HRTimeline
RHUMBLINE ADVISERS288,596$30.7M0.03%+1,45913F-HR/ATimeline
Dakota Wealth Management288,414$30.7M0.71%+3,27113F-HRTimeline
Cetera Investment Advisers279,246$29.8M0.06%-26,48413F-HRTimeline
HighTower Advisors, LLC278,055$29.6M0.04%+123,03713F-HRTimeline
SG Americas Securities, LLC273,930$29.2M0.13%+272,86613F-HRTimeline
MML INVESTORS SERVICES, LLC273,630$29.2M0.1%+68,66313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…272,037$29M0.08%-11,92113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.271,712$29M0.07%+22,66713F-HR/ATimelineGroup
KWMG, LLC270,834$28.9M2.97%+1,12413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC267,386$28.5M0.01%-196,94913F-HRTimelineGroup
Cambridge Investment Research Advisors,…246,426$26.3M0.09%-205,81713F-HRTimeline
Pacific Life Fund Advisors LLC220,683$23.5M2.44%+82,57413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC220,020$23.5M0.01%-3,641,77713F-HRTimelineGroup
TD Waterhouse Canada Inc.219,664$23.4M0.19%+3,27813F-HRTimeline
GenTrust, LLC211,756$22.6M0.98%+15,59413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.189,455$20.2M3.26%-28,99413F-HRTimeline
TOWNSQUARE CAPITAL LLC186,479$19.9M0.22%+21,06913F-HRTimeline
Cypress Capital, LLC176,521$18.8M5.38%-3,45513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC159,232$17M0.03%+121,71213F-HRTimelineGroup
DORVAL Corp157,951$16.8M6.69%+8,57213F-HRTimeline
Strategic Investment Advisors / MI157,550$16.8M1.78%new13F-HRTimeline
Pure Financial Advisors, LLC152,372$16.2M0.37%-4,73013F-HRTimeline
CIM, LLC149,556$15.9M2.27%+2,90513F-HRTimeline
Graham Capital Management, L.P.147,812$15.7M0.49%+98,31213F-HRTimeline
Ethos Financial Group, LLC145,520$15.5M2.02%+10,18013F-HRTimeline
Heartwood Wealth Advisors LLC144,378$15.4M1.73%+25613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…143,344$15.3M0.03%-12,27213F-HR/ATimeline
Lutz Financial Services LLC139,613$14.9M1.2%+7,93613F-HRTimeline
Prime Capital Investment Advisors, LLC138,167$14.7M0.21%+9,17613F-HRTimeline
Man Group plcin group Man Group plc136,550$14.5M0.04%-1,154,55313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC126,562$13.5M0.01%-10,31713F-HRTimelineGroup
RTD Financial Advisors, Inc.126,314$13.5M1.73%+2,60813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP124,078$13.2M0.02%-17,03613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC120,789$12.9M0.02%+3,89813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding120,170$12.8M+47,968Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC110,951$11.9M0.02%-251,28913F-HRTimelineGroup
BlueSky Wealth Advisors, LLC110,945$11.8M1.85%+5,69813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.110,083$11.7M0.11%+3,18513F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC109,986$11.7M1.73%+6,05713F-HRTimeline
Net Worth Advisory Group107,340$11.4M3.47%-1,03113F-HRTimeline
Wealth Forward, LLC102,104$10.9M7.68%+2,76213F-HRTimeline
Creative Planningin group Creative Planning101,226$10.8M0.01%-12,55513F-HRTimelineGroup
Buck Wealth Strategies, LLC100,532$10.7M2.23%+36,87513F-HRTimeline
MERIDIAN MANAGEMENT CO100,069$10.7M2.81%-68713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…99,792$10.6M0.04%-5,00013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC99,035$10.6M0.09%+2,46213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC98,011$10.5M0.02%-44,88213F-HRTimelineGroup
Ted Buchan & Co96,897$10.3M4.87%+1,05113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA96,807$10.3M0.03%+92513F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding95,385$10.2M+14,289Timeline
Sequent Planning LLC94,905$10.1M3.71%-12,31113F-HRTimeline
Sanctuary Advisors, LLC93,672$10.1M0.06%-11,50913F-HRTimeline
Horizon Investments, LLC92,542$9.86M0.28%+90713F-HRTimeline
BOKF, NAin group BOKF, NA92,181$9.79M0.17%+91413F-HRTimelineGroup
Verger Capital Management LLC91,609$9.76M4.86%+41613F-HRTimeline
Silver Coast Investments LLC90,621$9.66M3.65%+34613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV90,004$9.59M0.31%+2,32913F-HRTimeline
Family Firm, Inc.187,377$9.41M2.09%+97013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…88,152$9.39M1.96%-1,71013F-HRTimeline
Fischer Financial Services, Inc.87,862$9.36M2.95%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC87,254$9.3M0.66%-12,81713F-HRTimeline
D.A. DAVIDSON & CO.86,956$9.27M0.08%+2,84313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management85,993$9.16M0.28%-1,89013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding85,674$9.13M+3,957Timeline
Insight Wealth Strategies, LLC85,283$9.09M1.22%+2,10813F-HRTimeline
Shilanski & Associates, Inc.84,567$9.01M2.89%+2,89613F-HRTimeline
TME FINANCIAL, INC.80,546$8.9M8.31%13F-HRTimeline
Atria Wealth Solutions, Inc.82,827$8.83M0.1%+18,90613F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co82,191$8.76M0.75%-1,77313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV81,655$8.7M0.02%+23,21213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC81,481$8.68M0.01%-61,71013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL78,739$8.39M0.02%-6,82013F-HRTimeline
White Pine Investment CO78,306$8.34M2.25%+4,04013F-HRTimeline
Frontier Asset Management, LLC76,411$8.14M2.69%-19,50813F-HRTimeline
Asset Management Group, Inc.75,218$8.01M1.42%-72413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC72,560$7.73M3.67%+9,02513F-HRTimeline
Guardian Partners Inc.72,153$7.69M0.78%13F-HRTimeline
Northwest & Ethical Investments L.P.71,817$7.65M0.21%new13F-HRTimeline
OneDigital Investment Advisors LLC71,289$7.6M0.09%-14,90013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP71,136$7.58M0.01%-2,83213F-HRTimelineGroup
One Wealth Map LLC68,661$7.48M4.54%-1,38213F-HRTimeline
Full Sail Capital, LLC69,238$7.38M0.47%-1,26613F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC69,080$7.36M0.58%013F-HRTimeline
Rathbones Group PLC68,445$7.29M0.04%-11,81413F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…67,759$7.21M7.91%+30,08213F-HRTimelineGroup
Stablepoint Partners, LLC64,407$6.86M1.26%+1,00313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC63,237$6.74M0.15%-284,02613F-HRTimelineGroup
Financial & Tax Architects, LLC62,916$6.7M1.71%+1,99113F-HRTimeline
Schechter Investment Advisors, LLC62,179$6.63M0.51%+17113F-HRTimeline
Axos Invest Inc.61,829$6.59M4.8%-91813F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC59,835$6.38M2.32%-3,84113F-HRTimeline
NorthCoast Asset Management LLC58,440$6.23M0.03%+31,25613F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS57,702$6.15M<0.01%+32,19013F-HRTimelineGroup
CAMDEN NATIONAL BANK57,463$6.12M0.92%+2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Alliance Wealth Advisors, LLC /UT57,455$6.12M1.58%+21,29713F-HRTimeline
Forefront Analytics, LLC57,329$6.11M2.84%+38,25213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…57,214$6.1M0.14%-3,07713F-HRTimelineGroup
Semmax Financial Advisors Inc.54,922$5.95M1.59%new13F-HRTimeline
Rather & Kittrell, Inc.55,579$5.92M1.39%-1,23113F-HRTimeline
CONNABLE OFFICE INC54,434$5.8M0.6%-2,25013F-HRTimeline
Parallel Advisors, LLC54,395$5.8M0.13%-3,08813F-HRTimeline
Horizons Wealth Management53,673$5.72M4.43%+1,80113F-HRTimeline
Belpointe Asset Management LLC51,859$5.65M0.34%+3,69713F-HRTimeline
Sage Capital Advisors,llc52,708$5.62M1.46%-1,24113F-HRTimeline
Slow Capital, Inc.52,301$5.57M0.79%+3613F-HRTimeline
Brightwater Advisory LLC52,056$5.55M4.35%013F-HRTimeline
First Horizon Advisors, Inc.51,674$5.51M0.15%-1,04213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP51,618$5.5M0.01%-7,36413F-HRTimelineGroup
Cranbrook Wealth Management, LLC51,300$5.47M1.27%+1,90613F-HRTimeline
Curbstone Financial Management Corp51,254$5.46M1.16%-5013F-HRTimeline
Stelac Advisory Services LLC50,777$5.41M2.11%+3,00413F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…50,000$5.33M0.05%-50,00013F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…49,582$5.28M0.27%+4,71513F-HRTimeline
COMERICA BANK49,317$5.25M0.02%-93713F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.49,235$5.25M0.03%-8,78913F-HRTimeline
CoreCap Advisors, LLC49,176$5.24M0.24%-15,25213F-HRTimeline
MRWM Advisors, LLC49,111$5.23M4.1%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC48,575$5.18M0.41%-17,35113F-HRTimeline
SMI Advisory Services, LLC48,615$5.16M1.19%-2,46413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV48,431$5.16M3.02%+1,23513F-HRTimeline
Sound Stewardship, LLC48,417$5.16M3.07%+1,10013F-HRTimeline
MACKENZIE FINANCIAL CORP47,700$5.08M0.01%-12,70013F-HR/ATimeline
Composition Wealth, LLC47,292$5.04M0.1%+2,15313F-HRTimeline
Private Advisor Group, LLC46,526$4.96M0.03%-7,95013F-HRTimeline
Insight Wealth Partners, LLC46,131$4.92M3.11%+3,38613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp44,934$4.79M0.02%+2,99313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\44,897$4.78M0.01%-6,82913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,728$4.77M0.01%-5,59513F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding43,213$4.6M+6,820Timeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …43,037$4.59M0.07%-16,46413F-HRTimelineGroup
Gray Wealth Management Inc.42,675$4.55M1.73%+1,34813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK41,460$4.42M0.03%-2,85113F-HRTimelineGroup
Fortitude Family Office, LLC40,640$4.33M1.55%-31,12713F-HRTimeline
Heritage Trust Co40,427$4.31M0.51%13F-HRTimeline
Signature Wealth Management Group40,328$4.3M1.73%+72513F-HRTimeline
Modera Wealth Management, LLC39,805$4.24M0.05%-78313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/39,680$4.23M<0.01%-1,81013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources38,858$4.14M<0.01%-1,16713F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC38,500$4.1M0.01%+21,30013F-HRTimeline
Fermata Advisors, LLC38,336$4.08M0.76%+2,91113F-HRTimeline
SAGE FINANCIAL GROUP INC37,880$4.04M0.32%+7,54913F-HRTimeline
Steward Partners Investment Advisory, L…37,145$3.96M0.04%+11,84913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC36,588$3.9M0.49%+58113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP36,446$3.88M0.29%-1,37813F-HRTimeline
ADIRONDACK TRUST CO36,419$3.88M1.48%-1,62513F-HRTimeline
J2 Capital Management Inc36,158$3.85M3.62%13F-HRTimeline
Janney Montgomery Scott LLC36,147$3.85M0.01%-4,83113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.36,115$3.85M0.46%-9,51913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36,015$3.84M0.38%+35,86113F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC35,538$3.79M0.22%-1,97013F-HRTimeline
Evelyn Partners Investment Management (…35,320$3.76M1.37%13F-HRTimeline
Cornerstone Financial Group, LLC /NE/34,406$3.67M3.61%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,909$3.65M0.01%-3,00613F-HRTimelineGroup
WEALTH ALLIANCE, LLC34,146$3.64M0.44%-64213F-HRTimeline
Peak Financial Management, Inc.34,067$3.63M1.09%+39713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC34,026$3.63M0.12%+61013F-HRTimeline
FOSTER & MOTLEY INC33,970$3.62M0.24%-96713F-HRTimeline
Summit Financial, LLC33,050$3.52M0.12%+4,44713F-HRTimeline
NewEdge Advisors, LLC33,032$3.52M0.02%-24,04713F-HRTimeline
Orion Porfolio Solutions, LLC32,905$3.51M0.03%-123,27513F-HRTimeline