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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,965,639$1.43B0.12%+1,281,67913F-HRTimelineGroup
FMR LLCin group FMR LLC6,327,659$696M0.04%-3,685,51213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,133,617$455M0.03%+207,98813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,910,259$320M0.21%+2,848,70013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,262,424$249M-7,820Timeline
BlackRock, Inc.in group BlackRock, Inc.2,259,584$249M<0.01%+130,43813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,638,519$180M0.04%+2,16613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,388,933$153M0.04%+417,90113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,304,696$144M0.34%+50,82413F-HRTimelineGroup
FIL Ltdin group FIL Ltd1,256,123$138M0.12%-1,198,90213F-HRTimelineGroup
LPL Financial LLC1,142,416$126M0.04%+3,65213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,133,500$125M0.47%+281,50013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,108,043$122M0.03%+23,17213F-HRTimelineGroup
EVOKE WEALTH, LLC1,061,353$117M2.74%-35,67813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,030,196$113M0.01%+90,80913F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO1,020,184$112M7.61%-587,54913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC976,512$107M0.02%+489,52813F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich865,363$95.2M0.28%+39,06213F-HR/ATimeline
Man Group plcin group Man Group plc831,983$91.6M0.2%-244,59513F-HRTimelineGroup
WealthNavi Inc.764,530$84.1M0.85%-32,92313F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…651,200$71.5M0.07%+159,50013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA643,592$70.8M0.01%+136,34213F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…596,704$65.7M0.24%+4,38713F-HRTimelineGroup
MARTIN & CO INC /TN/595,627$65.5M12.06%+5,47013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP571,200$62.9M0.11%-74,90013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…548,148$60.3M0.04%-15,32313F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP524,888$57.8M2.31%-499,11113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.480,394$53.1M0.09%+187,06513F-HR/ATimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA457,224$50.3M3.42%-89113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…444,708$48.9M0.04%+7,76713F-HRTimelineGroup
Money Design Co.,Ltd.418,089$46M2.15%-66,30013F-HRTimeline
Quotient Wealth Partners, LLC409,268$45M1.33%+8,20213F-HRTimeline
Dynasty Wealth Management, LLC407,796$44.9M0.76%-4,48113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp392,801$43.2M0.01%+15,94913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…389,870$42.9M0.19%+101,21113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP387,745$42.7M0.05%-300,56513F-HRTimelineGroup
Cambridge Investment Research Advisors,…375,093$41.3M0.13%-132,42413F-HRTimeline
3EDGE Asset Management, LP368,064$40.5M2.52%-1,193,76013F-HRTimeline
One Capital Management, LLC342,316$37.7M1.3%+3,15513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …334,716$36.8M0.03%+291,41213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP332,653$36.6M0.04%-4,11413F-HRTimelineGroup
Cetera Investment Advisers319,314$35.1M0.06%-25,68213F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP318,500$35M19.17%-335,30013F-HRTimeline
Arbor Investment Advisors, LLC314,433$34.6M4.43%+6,15713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC279,755$30.8M0.04%-61,82713F-HRTimeline
Dakota Wealth Management279,581$30.8M0.65%-2,62313F-HRTimeline
KWMG, LLC273,799$30.1M2.83%-1,85413F-HRTimeline
HighTower Advisors, LLC270,830$29.8M0.04%-10,75513F-HRTimeline
TD Waterhouse Canada Inc.262,330$28.7M0.21%+25,73113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…255,483$28.1M0.06%+15,98813F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC251,055$27.6M0.08%-2,32313F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC249,692$27.5M3.22%-48,72913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC244,082$26.9M0.01%-150,16913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC248,911$26.7M0.03%+232,90013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC221,596$24.4M0.32%+4,24713F-HRTimeline
GenTrust, LLC219,734$24.2M1.14%-13,02213F-HRTimeline
RHUMBLINE ADVISERS202,293$22.3M0.02%-69,15513F-HRTimeline
Ethos Financial Group, LLC176,445$19.4M1.67%+30,92513F-HRTimeline
Cypress Capital, LLC170,467$18.8M5.45%-2,17813F-HRTimeline
DORVAL Corp165,549$18.2M6.52%+3,48913F-HRTimeline
CIM, LLC161,155$17.7M2.39%+3,57013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…162,143$17.7M0.03%-16,25913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.156,142$17.2M2.67%-4,57613F-HR/ATimeline
Heartwood Wealth Advisors LLC153,210$16.9M1.76%+78213F-HRTimeline
Strategic Investment Advisors / MI141,268$15.5M1.51%-17,25413F-HRTimeline
Invst, LLC139,535$15.4M1.91%-30,13213F-HRTimeline
Turim 21 Investimentos Ltda.139,455$15.3M3%+2,30413F-HRTimeline
Pacific Life Fund Advisors LLC136,930$15.1M1.62%-63,51213F-HRTimeline
CW Advisors, LLC135,078$14.9M0.14%+113,25913F-HRTimeline
Lutz Financial Services LLC134,843$14.8M1.15%-1,54313F-HRTimeline
Pure Financial Advisors, LLC133,971$14.7M0.26%-5,29613F-HRTimeline
Mariner, LLCin group Mariner, LLC128,533$14.1M0.02%+54313F-HRTimelineGroup
RTD Financial Advisors, Inc.127,659$14M1.8%-2,90313F-HRTimeline
Horizon Investments, LLC126,854$13.9M0.22%+13,02013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,526$13.8M0.02%-4,19413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding116,658$12.8M-41Timeline
MERIDIAN MANAGEMENT CO116,280$12.8M3.49%+15,58013F-HRTimeline
Buck Wealth Strategies, LLC115,181$12.7M1.93%+5,56513F-HRTimeline
Sequent Planning LLC111,102$12.2M3.87%+6,82113F-HRTimeline
Net Worth Advisory Group109,982$12.1M2.68%+1,84813F-HRTimeline
Independence Financial Advisors, LLC109,283$12M4.68%+4,86313F-HRTimeline
BlueSky Wealth Advisors, LLC108,741$12M1.74%-3,08613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC107,631$11.8M1.66%-86313F-HRTimeline
Fischer Financial Services, Inc.106,016$11.7M3.43%+2,80313F-HRTimeline
Ted Buchan & Co105,471$11.6M4.61%+6,91813F-HRTimeline
Wealth Forward, LLC103,930$11.4M7.69%+85113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC102,379$11.3M0.06%+70,70213F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC102,028$11.2M0.01%-1,90513F-HR/ATimelineGroup
Verger Capital Management LLC99,906$11M4.33%-13713F-HRTimeline
SG Americas Securities, LLC99,294$10.9M0.05%-192,15113F-HRTimeline
Creative Planningin group Creative Planning96,262$10.6M0.01%-5,76713F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP91,743$10.1M0.41%new13F-HRTimeline
BOKF, NAin group BOKF, NA90,872$10M0.16%-8413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS90,733$9.98M0.01%+14,49913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…90,000$9.9M0.03%-7,79213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.89,761$9.88M0.08%+1,81413F-HRTimelineGroup
NorthCoast Asset Management LLC89,219$9.82M0.04%+31,13713F-HRTimeline
Shilanski & Associates, Inc.89,180$9.81M2.8%+1,92713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC88,469$9.74M0.08%-4,18813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC88,161$9.7M0.01%-10,84713F-HRTimelineGroup
Family Firm, Inc.88,034$9.69M2.33%-68313F-HRTimeline
Sanctuary Advisors, LLC85,877$9.45M0.06%-9,88413F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…85,755$9.44M1.89%-61013F-HRTimeline
White Pine Investment CO85,650$9.43M2.35%+3,58513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC83,118$9.15M0.62%-3,88913F-HRTimeline
TME FINANCIAL, INC.81,607$8.98M7.26%+13,13713F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co81,235$8.94M0.67%-2,12713F-HRTimelineGroup
Crabel Capital Management, LLC81,177$8.93M5.47%+29,34713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.77,731$8.55M0.05%+24,19413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV75,551$8.31M0.02%-3,94313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding75,289$8.28M-4,979Timeline
RENAISSANCE TECHNOLOGIES LLC75,200$8.28M0.01%+55,80013F-HRTimeline
Asset Management Group, Inc.75,103$8.26M1.44%+11613F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…74,546$8.18M9.57%+10,45213F-HRTimelineGroup
Frontier Asset Management, LLC74,138$8.16M2.22%-1,28213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP73,445$8.08M0.01%-62813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management72,979$7.98M0.29%-10,79013F-HRTimelineGroup
One Wealth Map LLC72,508$7.97M4.38%+4,59213F-HRTimeline
Rathbones Group PLC72,005$7.92M0.03%-3,72713F-HRTimeline
Guardian Partners Inc.70,616$7.74M0.69%-14,07913F-HRTimeline
CAMDEN NATIONAL BANK68,398$7.53M1.08%+4,17513F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC68,080$7.49M0.54%-1,00013F-HRTimeline
BLAIR WILLIAM & CO/IL66,708$7.34M0.02%-11,53413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC65,913$7.25M0.14%+2,40113F-HRTimelineGroup
Stablepoint Partners, LLC65,210$7.18M1.22%-1,34813F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …65,197$7.17M0.96%+2,67813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers64,398$7.09M0.01%-13,49313F-HRTimelineGroup
Full Sail Capital, LLC62,773$6.91M0.4%-61213F-HRTimeline
Semmax Financial Advisors Inc.62,515$6.9M1.78%+1,89813F-HRTimeline
SSA SWISS ADVISORS AG61,999$6.81M3.28%-2,14013F-HRTimeline
OneDigital Investment Advisors LLC61,709$6.79M0.08%-82013F-HRTimeline
MACKENZIE FINANCIAL CORP60,100$6.61M0.01%+6,10013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…59,999$6.6M0.34%+4,61713F-HRTimeline
Financial & Tax Architects, LLC56,878$6.26M1.52%-1,60913F-HRTimeline
Axos Invest Inc.55,880$6.15M4.64%-1,44113F-HRTimeline
CoreCap Advisors, LLC55,320$6.09M0.25%+2,62013F-HRTimeline
CONNABLE OFFICE INC55,018$6.05M0.6%+30513F-HRTimeline
Horizons Wealth Management54,456$5.99M4.34%-86113F-HRTimeline
Stelac Advisory Services LLC54,234$5.97M2.27%-1,70913F-HRTimeline
Rather & Kittrell, Inc.54,067$5.95M1.18%+20313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC54,007$5.94M0.01%-68,09513F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding53,711$5.91M+8,087Timeline
CWM, LLCin group CWM, LLC53,359$5.87M0.02%+1,77613F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC53,085$5.84M2.75%-2,12513F-HRTimeline
Parallel Advisors, LLC53,084$5.84M0.12%-1,19913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,013$5.83M0.01%-165,63013F-HRTimelineGroup
Curbstone Financial Management Corp52,504$5.78M1.19%+55013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.52,128$5.74M0.01%-2,01613F-HRTimelineGroup
Brightwater Advisory LLC52,022$5.72M4.12%-613F-HR/ATimeline
Slow Capital, Inc.51,830$5.7M0.7%+33413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV51,757$5.7M2.97%+1,22113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…51,595$5.68M0.13%-11,90913F-HRTimelineGroup
D.A. DAVIDSON & CO.50,928$5.6M0.04%-39,29713F-HRTimeline
Sound Stewardship, LLC50,756$5.59M2.88%+1,50913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC50,706$5.57M0.04%+33,24513F-HRTimelineGroup
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…50,000$5.5M0.04%-50,00013F-HRTimelineGroup
Atria Wealth Solutions, Inc.49,923$5.47M0.12%-3,76113F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.48,260$5.32M4.92%13F-HRTimeline
Cranbrook Wealth Management, LLC47,395$5.22M1.11%-3,23913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …47,036$5.18M0.06%+2,11513F-HR/ATimelineGroup
COMERICA BANK46,695$5.14M0.02%+1,32613F-HRTimeline
Insight Wealth Partners, LLC46,639$5.13M2.85%+43013F-HRTimeline
Sage Capital Advisors,llc46,289$5.09M1.26%-6,11813F-HRTimeline
Composition Wealth, LLC44,509$4.9M0.08%-63113F-HRTimeline
Welch & Forbes LLC44,482$4.89M0.06%+3,99013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC43,403$4.78M0.35%-57913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp43,006$4.73M0.02%+2,26013F-HRTimelineGroup
MRWM Advisors, LLC42,867$4.72M2.95%-1,18813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC42,232$4.65M0.54%+4,29313F-HRTimeline
First Horizon Advisors, Inc.42,034$4.63M0.12%-7,61413F-HRTimeline
Private Advisor Group, LLC41,940$4.62M0.02%-2,08413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK41,805$4.6M0.03%-55513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA41,559$4.57M0.01%-33,81013F-HRTimelineGroup
Fermata Advisors, LLC40,601$4.47M1.19%-47013F-HRTimeline
Signature Wealth Management Group40,504$4.46M1.76%+17013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,206$4.31M0.01%-59,60613F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP37,386$4.11M0.28%+1,13413F-HRTimeline
Wealthspire Retirement, LLC37,257$4.1M0.27%+25,05713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources37,124$4.09M<0.01%-1,39213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\36,876$4.06M0.01%-1,21013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB36,854$4.06M0.11%+3,85313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,567$4.02M0.01%+3,24713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC36,440$4.01M0.12%+1,90413F-HRTimeline
Modera Wealth Management, LLC35,692$3.93M0.05%-1,13313F-HRTimeline
Orion Porfolio Solutions, LLC35,530$3.91M0.03%+2,51513F-HR/ATimeline
J.W. COLE ADVISORS, INC.35,529$3.91M0.08%+5,23713F-HRTimeline
Rothschild Wealth LLC35,063$3.86M0.95%+34213F-HRTimeline
IFP Advisors, Inc34,840$3.83M0.11%-54013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…34,492$3.8M0.36%+54513F-HRTimelineGroup
Modern Wealth Management, LLC34,322$3.78M0.09%+26,66213F-HR/ATimeline
Impact Partnership Wealth, LLC34,321$3.78M0.7%+3,51813F-HRTimeline
Cornerstone Financial Group, LLC /NE/34,302$3.77M3.21%+43113F-HRTimeline
NewEdge Advisors, LLC33,907$3.73M0.02%+1,71713F-HRTimeline
Steward Partners Investment Advisory, L…33,638$3.7M0.03%-2,29513F-HRTimeline
Evelyn Partners Investment Management (…33,522$3.69M1.32%+25413F-HR/ATimeline
SYKON CAPITAL LLC33,348$3.67M1.34%+2,42613F-HRTimeline
Stephenson & Company, Inc.33,215$3.65M2.22%+2,83813F-HRTimeline
FOSTER & MOTLEY INC33,203$3.65M0.21%-1,17713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC32,890$3.62M1.51%+14,20313F-HRTimeline
Waverly Advisors, LLC32,290$3.55M0.04%+20713F-HRTimeline