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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,683,960$1.3B0.12%-32,87813F-HRTimelineGroup
FMR LLCin group FMR LLC10,013,171$1.11B0.07%+2,283,18613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,925,629$436M0.03%-130,05613F-HRTimelineGroup
FIL Ltdin group FIL Ltd2,455,025$273M0.26%+1,508,16813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,270,244$252M+138,317Timeline
BlackRock, Inc.in group BlackRock, Inc.2,129,146$237M<0.01%-5,600,80213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,636,353$182M0.04%+97,27713F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO1,607,733$179M6.39%+145,98713F-HRTimeline
3EDGE Asset Management, LP1,561,824$173M11.8%+766,85113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,253,872$139M0.38%-198,63013F-HRTimelineGroup
LPL Financial LLC1,138,764$127M0.05%+34,86613F-HRTimeline
EVOKE WEALTH, LLC1,097,031$122M3.18%-3,98913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,084,871$121M0.03%+92,67913F-HRTimelineGroup
Man Group plcin group Man Group plc1,076,578$120M0.36%+940,02813F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,023,999$114M1.92%+456,63313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC971,032$108M0.03%+301,46313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO939,387$104M0.01%+320,51113F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.852,000$94.6M0.4%-53,90013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich826,301$91.8M0.3%-66,95513F-HR/ATimeline
WealthNavi Inc.797,453$88.6M0.99%-44,07113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP688,310$76.5M0.1%-157,40013F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP653,800$72.6M39.23%+273,40013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP646,100$71.8M0.16%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…592,317$65.8M0.26%+8,43013F-HRTimelineGroup
MARTIN & CO INC /TN/590,157$65.6M12.66%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…563,471$62.6M0.03%-35,97513F-HRTimelineGroup
Cambridge Investment Research Advisors,…507,517$56.4M0.19%+261,09113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA507,250$56.4M0.01%-82,27113F-HR/ATimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…491,700$54.4M0.06%+63,30013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC486,984$54.1M0.01%+219,59813F-HR/ATimelineGroup
Money Design Co.,Ltd.484,389$53.8M2.68%+103,08213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA458,115$50.9M3.57%+28,93213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…436,941$48.5M0.04%+32,63813F-HRTimelineGroup
Dynasty Wealth Management, LLC412,277$45.8M0.76%+13,75313F-HRTimeline
Quotient Wealth Partners, LLC401,066$44.6M1.42%+6,49613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC394,251$43.8M0.02%+46,68713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp376,852$41.9M0.01%+9,52613F-HRTimelineGroup
Cetera Investment Advisers344,996$38.3M0.07%+65,75013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC341,582$37.9M0.05%+1,85713F-HRTimeline
One Capital Management, LLC339,161$37.7M1.27%+7,42113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP336,767$37.4M0.04%+7,24113F-HRTimelineGroup
Arbor Investment Advisors, LLC308,276$34.2M4.68%+13,54713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA300,000$33.3M0.07%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.293,329$32.6M0.07%+21,61713F-HRTimelineGroup
SG Americas Securities, LLC291,445$32.4M0.11%+17,51513F-HRTimeline
Federation des caisses Desjardins du Qu…288,659$32.1M0.16%-3,58513F-HRTimeline
TOWNSQUARE CAPITAL LLC284,439$31.6M0.34%+97,96013F-HRTimeline
Dakota Wealth Management282,204$31.4M0.73%-6,21013F-HRTimeline
HighTower Advisors, LLC281,585$31.3M0.04%+3,53013F-HRTimeline
KWMG, LLC275,653$30.6M3.12%+4,81913F-HRTimeline
RHUMBLINE ADVISERS271,448$30.2M0.03%-17,14813F-HR/ATimeline
MML INVESTORS SERVICES, LLC253,378$28.1M0.09%-20,25213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…239,975$26.7M0.47%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…239,495$26.6M0.07%-32,54213F-HRTimelineGroup
TD Waterhouse Canada Inc.236,599$26M0.21%+16,93513F-HRTimeline
GenTrust, LLC232,756$25.9M1.24%+21,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…218,643$24.3M0.04%+209,50613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC217,349$24.1M0.28%+79,18213F-HRTimeline
Pacific Life Fund Advisors LLC200,442$22.3M2.5%-20,24113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…178,402$19.8M0.04%+35,05813F-HRTimeline
Cypress Capital, LLC172,645$19.2M5.53%-3,87613F-HRTimeline
Invst, LLC169,667$18.8M2.57%new13F-HRTimeline
DORVAL Corp162,060$17.9M7.19%+4,10913F-HRTimeline
Strategic Investment Advisors / MI158,522$17.6M1.87%+97213F-HRTimeline
CIM, LLC157,585$17.5M2.6%+8,02913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.160,718$17.3M3%-28,73713F-HR/ATimeline
Heartwood Wealth Advisors LLC152,428$16.9M1.93%+8,05013F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC298,421$16.7M1.98%-2,465,88913F-HRTimelineGroup
Ethos Financial Group, LLC145,520$15.5M1.48%013F-HRTimeline
Pure Financial Advisors, LLC139,267$15.5M0.32%-13,10513F-HRTimeline
Turim 21 Investimentos Ltda.137,151$15.2M4.09%new13F-HRTimeline
Lutz Financial Services LLC136,386$15.2M1.24%-3,22713F-HRTimeline
RTD Financial Advisors, Inc.130,562$14.5M1.95%+4,24813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP129,720$14.4M0.02%+5,64213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC127,990$14.2M0.02%+7,20113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC122,102$13.6M0.03%+24,09113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding116,699$13M-3,471Timeline
Horizon Investments, LLC113,834$12.5M0.37%+21,29213F-HRTimeline
BlueSky Wealth Advisors, LLC111,827$12.4M1.93%+88213F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV110,883$12.3M0.35%+20,87913F-HR/ATimeline
Buck Wealth Strategies, LLC109,616$12.2M2.21%+9,08413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC108,494$12.1M1.87%-1,49213F-HRTimeline
Net Worth Advisory Group108,134$12M3.78%+79413F-HRTimeline
Independence Financial Advisors, LLC104,420$11.6M4.41%13F-HRTimeline
Sequent Planning LLC104,281$11.6M4.17%+9,37613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC103,933$11.5M0.01%-22,62913F-HRTimelineGroup
Fischer Financial Services, Inc.103,213$11.5M3.69%+15,35113F-HRTimeline
Wealth Forward, LLC103,079$11.5M8.15%+97513F-HRTimeline
Creative Planningin group Creative Planning102,029$11.3M0.01%+80313F-HRTimelineGroup
MERIDIAN MANAGEMENT CO100,700$11.2M3.46%+63113F-HR/ATimeline
Insight Wealth Strategies, LLC100,070$11.1M1.5%+14,78713F-HRTimeline
Verger Capital Management LLC100,043$11.1M4.89%+8,43413F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…100,000$11.1M0.1%+50,00013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC99,008$11M0.01%+17,52713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP98,812$11M0.02%+47,19413F-HRTimelineGroup
Ted Buchan & Co98,553$10.9M5.18%+1,65613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…97,792$10.8M0.04%-2,00013F-HRTimelineGroup
Sanctuary Advisors, LLC95,761$10.6M0.07%+2,08913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC92,657$10.3M0.1%-6,37813F-HRTimelineGroup
BOKF, NAin group BOKF, NA90,956$10.1M0.18%-1,22513F-HRTimelineGroup
D.A. DAVIDSON & CO.90,225$10M0.08%+3,26913F-HRTimeline
Alliance Wealth Advisors, LLC /UT89,133$9.9M2.58%+31,67813F-HRTimeline
Family Firm, Inc.88,717$9.86M2.2%-98,66013F-HRTimeline
GWN SECURITIES INC.89,972$9.79M0.55%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.87,947$9.77M0.09%-22,13613F-HRTimelineGroup
Silver Coast Investments LLC87,724$9.75M3.7%-2,89713F-HRTimeline
Shilanski & Associates, Inc.87,253$9.69M3.02%+2,68613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC87,007$9.67M0.7%-24713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…86,365$9.59M2.02%-1,78713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management83,769$9.31M0.3%-2,22413F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co83,362$9.26M0.78%+1,17113F-HRTimelineGroup
Guardian Partners Inc.84,695$9.25M0.96%+12,54213F-HRTimeline
White Pine Investment CO82,065$9.12M2.45%+3,75913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding80,268$8.92M-5,406Timeline
MERCER GLOBAL ADVISORS INC /ADV79,494$8.83M0.02%-2,16113F-HRTimeline
BLAIR WILLIAM & CO/IL78,242$8.69M0.03%-49713F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding77,891$8.65M-17,494Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS76,234$8.47M0.01%+18,53213F-HRTimelineGroup
Rathbones Group PLC75,732$8.41M0.04%+7,28713F-HRTimeline
Frontier Asset Management, LLC75,420$8.38M2.43%-99113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA75,369$8.37M0.03%-21,43813F-HRTimelineGroup
Asset Management Group, Inc.74,987$8.33M1.54%-23113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP74,073$8.23M0.01%+2,93713F-HRTimelineGroup
Northwest & Ethical Investments L.P.69,837$7.76M0.21%-1,98013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC69,080$7.67M0.64%013F-HRTimeline
TME FINANCIAL, INC.68,470$7.61M6.61%-12,07613F-HRTimeline
Stablepoint Partners, LLC66,558$7.39M1.34%+2,15113F-HRTimeline
One Wealth Map LLC67,916$7.37M4.9%-74513F-HRTimeline
CAMDEN NATIONAL BANK64,223$7.13M1.06%+6,76013F-HRTimeline
SSA SWISS ADVISORS AG64,139$7.12M3.65%13F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…64,094$7.09M7.95%-3,66513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…63,504$7.05M0.15%+6,29013F-HRTimelineGroup
Full Sail Capital, LLC63,385$7.04M0.46%-5,85313F-HRTimeline
OneDigital Investment Advisors LLC62,529$6.95M0.08%-8,76013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …62,519$6.95M0.9%+42,49613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC61,559$6.84M<0.01%-158,46113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC63,512$6.77M0.15%+27513F-HRTimelineGroup
Aveo Capital Partners, LLC61,735$6.75M1.12%new13F-HRTimeline
Schechter Investment Advisors, LLC60,628$6.74M0.55%-1,55113F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC60,039$6.67M5.36%13F-HRTimeline
Semmax Financial Advisors Inc.60,617$6.61M1.79%+5,69513F-HRTimeline
Financial & Tax Architects, LLC58,487$6.5M1.63%-4,42913F-HRTimeline
NorthCoast Asset Management LLC58,082$6.45M0.03%-35813F-HR/ATimeline
Axos Invest Inc.57,321$6.37M4.93%-4,50813F-HRTimeline
Stelac Advisory Services LLC55,943$6.21M2.56%+5,16613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…55,382$6.15M0.33%+5,80013F-HRTimeline
Horizons Wealth Management55,317$6.15M4.64%+1,64413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC55,210$6.13M3.04%-17,35013F-HRTimeline
CONNABLE OFFICE INC54,713$6.08M0.65%+27913F-HRTimeline
Parallel Advisors, LLC54,283$6.03M0.14%-11213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.54,144$6.01M0.01%+9,41613F-HRTimelineGroup
MACKENZIE FINANCIAL CORP54,000$6M0.01%+6,30013F-HRTimeline
Rather & Kittrell, Inc.53,864$5.98M1.3%-1,71513F-HRTimeline
Atria Wealth Solutions, Inc.53,684$5.96M0.07%-29,14313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.53,537$5.95M0.04%+4,30213F-HRTimeline
Monument Capital Management52,993$5.89M1.81%new13F-HRTimeline
CoreCap Advisors, LLC52,700$5.85M0.26%+3,52413F-HRTimeline
Sage Capital Advisors,llc52,407$5.82M1.53%-30113F-HRTimeline
Portside Wealth Group, LLC52,139$5.79M0.95%+21,81413F-HR/ATimeline
Brightwater Advisory LLC52,028$5.78M4.57%-2813F-HR/ATimeline
Curbstone Financial Management Corp51,954$5.77M1.22%+70013F-HRTimeline
Crabel Capital Management, LLC51,830$5.76M6.22%+40,52513F-HRTimeline
CWM, LLCin group CWM, LLC51,583$5.73M0.02%+23,06513F-HRTimelineGroup
Slow Capital, Inc.51,496$5.72M0.77%-80513F-HRTimeline
Curran Financial Partners, LLC51,425$5.71M1.4%+25,47913F-HRTimeline
Cranbrook Wealth Management, LLC50,634$5.62M1.31%-66613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV50,536$5.61M3.16%+2,10513F-HRTimeline
First Horizon Advisors, Inc.49,648$5.52M0.16%-2,02613F-HRTimeline
Sound Stewardship, LLC49,247$5.47M3.12%+83013F-HRTimeline
Insight Wealth Partners, LLC46,209$5.13M3.09%+7813F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding45,624$5.07M+2,411Timeline
COMERICA BANK45,369$5.04M0.02%-3,94813F-HRTimeline
Composition Wealth, LLC45,140$5.01M0.1%-2,15213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …44,921$4.99M0.07%+1,88413F-HRTimelineGroup
MRWM Advisors, LLC44,055$4.89M3.4%-5,05613F-HRTimeline
Private Advisor Group, LLC44,024$4.89M0.03%-2,50213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC43,982$4.89M0.38%-4,59313F-HRTimeline
MARQUETTE ASSOCIATES, INC.43,768$4.86M4.87%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …43,304$4.81M<0.01%-1,001,13613F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…42,978$4.76M0.15%+22,77713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK42,360$4.71M0.03%+90013F-HRTimelineGroup
Fermata Advisors, LLC41,071$4.56M0.83%+2,73513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp40,746$4.53M0.02%-4,18813F-HRTimelineGroup
Welch & Forbes LLC40,492$4.5M0.06%+11,06213F-HRTimeline
Signature Wealth Management Group40,334$4.48M1.75%+613F-HRTimeline
Arete Wealth Advisors, LLC39,013$4.33M0.33%+12,96313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC38,575$4.29M3.54%+20,12913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources38,516$4.28M<0.01%-34213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\38,086$4.23M0.01%-6,81113F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC37,939$4.21M0.53%+1,35113F-HRTimeline
RFG Advisory, LLC37,333$4.15M0.11%+30,59713F-HRTimeline
Modera Wealth Management, LLC36,825$4.09M0.06%-2,98013F-HRTimeline
Janney Montgomery Scott LLC36,651$4.07M0.01%+50413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP36,252$4.03M0.3%-19413F-HRTimeline
Fortitude Family Office, LLC35,975$4M1.43%-4,66513F-HRTimeline
Steward Partners Investment Advisory, L…35,933$3.99M0.04%-1,21213F-HRTimeline
IFP Advisors, Inc35,380$3.93M0.12%+3,27813F-HRTimeline
Peak Financial Management, Inc.34,818$3.87M1.16%+75113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.34,746$3.86M0.49%-1,36913F-HRTimeline
Rothschild Wealth LLC34,721$3.86M1.08%+5,11913F-HRTimeline