Skip to content
Disclosery

TIP ISHARES TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,155,565$1.91B0.14%+4,189,92613F-HR/ATimelineGroup
FMR LLCin group FMR LLC5,404,872$601M0.03%-922,78713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,337,930$482M0.03%+204,31313F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,360,224$263M<0.01%+100,64013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,052,071$228M-210,353Timeline
UBS Group AGin group UBS Group AG1,795,249$200M0.04%+156,73013F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO1,471,634$164M5.08%+451,45013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,300,488$145M0.31%-4,20813F-HRTimelineGroup
LPL Financial LLC1,283,227$143M0.04%+140,81113F-HRTimeline
FIL Ltdin group FIL Ltd1,238,789$138M0.11%-17,33413F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,237,400$138M0.13%+586,20013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,213,350$135M0.02%+569,75813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,164,889$130M0.03%+56,84613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,155,546$129M0.01%+125,35013F-HR/ATimelineGroup
EVOKE WEALTH, LLC1,037,516$115M2.41%-23,83713F-HRTimeline
Man Group plcin group Man Group plc992,340$110M0.21%+160,35713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC987,444$110M0.03%-401,48913F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.958,060$107M0.39%-175,44013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC730,884$81.3M0.01%-245,62813F-HRTimelineGroup
WealthNavi Inc.727,245$80.9M0.75%-37,28513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS649,189$72.2M0.06%+558,45613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC619,899$69M0.04%-2,290,36013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…616,754$68.6M0.24%+20,05013F-HRTimelineGroup
MARTIN & CO INC /TN/610,055$67.9M12.07%+14,42813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP571,851$63.6M2.53%+46,96313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.549,491$61.1M0.09%+69,09713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…508,104$56.5M0.03%-40,04413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp454,691$50.6M0.01%+61,89013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450,844$50.1M0.03%+6,13613F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA443,375$49.3M3.21%-13,84913F-HRTimeline
Dynasty Wealth Management, LLC440,105$48.9M0.65%+32,30913F-HRTimeline
Quotient Wealth Partners, LLC428,562$47.7M1.31%+19,29413F-HRTimeline
Cetera Investment Advisers413,145$46M0.05%+93,83113F-HRTimeline
Cambridge Investment Research Advisors,…404,942$45M0.12%+29,84913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP399,245$44.4M0.05%+11,50013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…387,323$43.1M0.17%-2,54713F-HRTimeline
One Capital Management, LLC371,868$41.4M1.32%+29,55213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP366,213$40.7M0.04%+33,56013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP362,700$40.3M0.06%-208,50013F-HRTimelineGroup
VIEWPOINT INVESTMENT PARTNERS CORP318,500$35M19.15%013F-HRTimeline
Arbor Investment Advisors, LLC314,320$35M4.44%-11313F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC296,008$32.9M3.46%+46,31613F-HRTimelineGroup
TD Waterhouse Canada Inc.288,771$32.3M0.21%+26,44113F-HRTimeline
KWMG, LLC281,536$31.3M2.74%+7,73713F-HRTimeline
HighTower Advisors, LLC270,922$30.1M0.03%+9213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC269,223$29.9M0.01%+25,14113F-HRTimelineGroup
RHUMBLINE ADVISERS258,497$28.8M0.02%+56,20413F-HRTimeline
Dakota Wealth Management258,238$28.7M0.58%-21,34313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…249,544$27.8M0.05%-5,93913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC243,726$27.1M0.03%-5,18513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC243,333$27.1M0.04%-36,42213F-HRTimeline
Prime Capital Investment Advisors, LLC242,403$27M0.34%+20,80713F-HRTimeline
MML INVESTORS SERVICES, LLC231,021$25.7M0.07%-20,03413F-HRTimeline
GenTrust, LLC224,423$25M1.13%+4,68913F-HRTimeline
3EDGE Asset Management, LP221,696$24.7M1.39%-146,36813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO227,828$20.6M2.2%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC183,231$20.4M0.08%+80,85213F-HRTimelineGroup
Ethos Financial Group, LLC176,822$19.7M1.54%+37713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…171,382$19.1M0.03%+9,23913F-HRTimeline
DORVAL Corp171,299$19.1M6.31%+5,75013F-HRTimeline
Pacific Life Fund Advisors LLC166,383$18.5M1.9%+29,45313F-HRTimeline
Cypress Capital, LLC163,991$18.2M5.22%-6,47613F-HRTimeline
CIM, LLC162,866$18.1M2.37%+1,71113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…157,673$17.5M0.06%+67,67313F-HRTimelineGroup
Heartwood Wealth Advisors LLC156,106$17.4M1.62%+2,89613F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP149,682$16.6M1.46%new13F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.144,770$16.1M2.37%-11,37213F-HR/ATimeline
Mariner, LLCin group Mariner, LLC144,031$16M0.02%+15,49813F-HRTimelineGroup
SG Americas Securities, LLC140,996$15.7M0.06%+41,70213F-HRTimeline
Strategic Investment Advisors / MI1,904$15.7M1.81%-139,36413F-HR/ATimeline
Beacon Pointe Advisors, LLC135,294$15M0.13%+113,50713F-HRTimeline
Pure Financial Advisors, LLC134,196$14.9M0.24%+22513F-HRTimeline
Lutz Financial Services LLC133,914$14.9M1.08%-92913F-HRTimeline
West Financial Advisors, LLC133,875$14.9M2.46%+133,85513F-HRTimeline
RTD Financial Advisors, Inc.130,225$14.5M1.74%+2,56613F-HRTimeline
Horizon Investments, LLC130,533$14.4M0.19%+3,67913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,035$13.9M0.02%-49113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…125,000$13.9M0.03%new13F-HRTimeline
MERIDIAN MANAGEMENT CO124,190$13.8M3.7%+7,91013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,696$13.3M0.02%+44,14513F-HRTimeline
CWM, LLCin group CWM, LLC116,840$13M0.04%+63,48113F-HRTimelineGroup
Independence Financial Advisors, LLC114,232$12.7M3.87%+4,94913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding109,736$12.2M-6,922Timeline
Buck Wealth Strategies, LLC108,480$12.1M1.65%-6,70113F-HRTimeline
Sanctuary Advisors, LLC108,106$12M0.07%+22,22913F-HR/ATimeline
NorthCoast Asset Management LLC107,854$12M0.05%+18,63513F-HRTimeline
Fischer Financial Services, Inc.107,606$12M3.22%+1,59013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC107,419$11.9M1.52%-21213F-HRTimeline
Ted Buchan & Co107,176$11.9M4.67%+1,70513F-HRTimeline
Net Worth Advisory Group105,010$11.7M3.38%-4,97213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC105,056$11.6M0.05%+54,35013F-HRTimelineGroup
BlueSky Wealth Advisors, LLC103,524$11.5M1.55%-5,21713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC100,555$11.2M0.01%-1,47313F-HRTimelineGroup
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…100,053$11.1M10.74%+25,50713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.100,072$11.1M0.08%+10,31113F-HRTimelineGroup
Verger Capital Management LLC99,836$11.1M3.6%-7013F-HRTimeline
Estate Counselors, LLC96,745$10.8M0.92%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.95,814$10.7M1.24%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC95,230$10.6M0.01%+7,06913F-HRTimelineGroup
Creative Planningin group Creative Planning95,052$10.6M0.01%-1,21013F-HRTimelineGroup
Shilanski & Associates, Inc.94,206$10.5M2.78%+5,02613F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP91,743$10.2M0.38%013F-HR/ATimeline
White Pine Investment CO91,408$10.2M2.41%+5,75813F-HRTimeline
Wealth Forward, LLC91,391$10.2M5.9%-12,53913F-HRTimeline
BOKF, NAin group BOKF, NA90,972$10.1M0.15%+10013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP90,000$10M0.49%new13F-HRTimeline
TME FINANCIAL, INC.85,296$9.49M7.11%+3,68913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC84,202$9.36M0.07%-4,26713F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…84,044$9.35M1.77%-1,71113F-HRTimeline
Private Advisor Group, LLC83,787$9.32M0.05%+41,84713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC80,377$8.94M0.58%-2,74113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co79,394$8.83M0.6%-1,84113F-HRTimelineGroup
Asset Management Group, Inc.75,069$8.35M1.37%-3413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…74,517$8.29M0.23%new13F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …74,381$8.27M1.04%+9,18413F-HRTimelineGroup
Archer Investment Management, LLC73,104$8.13M4.99%new13F-HRTimeline
CAMDEN NATIONAL BANK72,622$8.08M1.13%+4,22413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management71,976$8.01M0.27%-1,00313F-HRTimelineGroup
Guardian Partners Inc.70,616$7.85M0.66%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.70,430$7.83M0.01%+18,30213F-HRTimelineGroup
Frontier Asset Management, LLC69,972$7.78M1.94%-4,16613F-HRTimeline
Stablepoint Partners, LLC69,746$7.76M1.23%+4,53613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC69,547$7.74M0.13%+3,63413F-HRTimelineGroup
One Wealth Map LLC68,895$7.64M4.06%-3,61313F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC68,080$7.57M0.51%013F-HRTimeline
BLAIR WILLIAM & CO/IL67,691$7.53M0.02%+98313F-HRTimeline
MACKENZIE FINANCIAL CORP66,500$7.4M0.01%+6,40013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers63,532$7.07M0.01%-86613F-HRTimelineGroup
Rathbones Group PLC63,374$7.05M0.03%-8,63113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding63,312$7.04M-11,977Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding62,488$6.95M+8,777Timeline
SSA SWISS ADVISORS AG62,215$6.92M3.21%+21613F-HRTimeline
OneDigital Investment Advisors LLC61,647$6.86M0.07%-6213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…61,521$6.84M0.14%+9,92613F-HRTimelineGroup
Full Sail Capital, LLC60,763$6.76M0.37%-2,01013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV59,496$6.62M0.12%+41,65413F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…59,189$6.58M0.33%-81013F-HRTimeline
Stelac Advisory Services LLC58,706$6.53M2.26%+4,47213F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV58,448$6.5M3.22%+6,69113F-HRTimeline
Slow Capital, Inc.58,139$6.47M0.76%+6,30913F-HRTimeline
Forefront Wealth Partners, LLC58,015$6.45M1.62%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC57,889$6.44M0.07%+55,97513F-HRTimeline
Horizons Wealth Management55,954$6.22M4.27%+1,49813F-HRTimeline
CONNABLE OFFICE INC55,398$6.16M0.57%+38013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …55,205$6.14M0.01%-279,51113F-HRTimelineGroup
Insight Wealth Partners, LLC54,443$6.06M2.68%+7,80413F-HRTimeline
Axos Invest Inc.53,163$5.91M4.43%-2,71713F-HRTimeline
Rather & Kittrell, Inc.52,711$5.86M1.03%-1,35613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC52,700$5.86M0.01%-22,50013F-HRTimeline
Sound Stewardship, LLC52,501$5.84M2.8%+1,74513F-HRTimeline
Curbstone Financial Management Corp52,304$5.82M1.12%-20013F-HRTimeline
Financial & Tax Architects, LLC52,170$5.8M1.28%-4,70813F-HRTimeline
Brightwater Advisory LLC51,505$5.73M3.93%-51713F-HRTimeline
Crabel Capital Management, LLC51,155$5.69M5.09%-30,02213F-HRTimeline
Parallel Advisors, LLC51,046$5.68M0.1%-2,03813F-HRTimeline
Patten Group, Inc.50,678$5.64M1.1%+27,96313F-HRTimeline
Wealthspire Retirement, LLC50,483$5.61M0.36%+13,22613F-HR/ATimeline
Edgestream Partners, L.P.50,205$5.58M0.16%+27,52313F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…50,000$5.56M0.04%013F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC49,960$5.56M2.5%-3,12513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …49,926$5.54M0.06%+2,89013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC48,927$5.44M0.57%+6,69513F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.52,189$5.3M5.37%+3,92913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC47,636$5.3M0.01%-6,37113F-HRTimelineGroup
Cranbrook Wealth Management, LLC47,614$5.3M1.06%+21913F-HRTimeline
Fermata Advisors, LLC47,115$5.24M1.33%+6,51413F-HRTimeline
Sage Capital Advisors,llc46,308$5.15M1.22%+1913F-HRTimeline
Welch & Forbes LLC46,288$5.15M0.06%+1,80613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,658$5.07M<0.01%+14,13813F-HRTimelineGroup
NAPA WEALTH MANAGEMENT45,258$5.03M2.36%new13F-HRTimeline
Composition Wealth, LLC42,723$4.75M0.07%-1,78613F-HRTimeline
MRWM Advisors, LLC42,329$4.71M2.68%-53813F-HRTimeline
COMERICA BANK41,715$4.64M0.02%-4,98013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA41,572$4.62M0.01%+1313F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC41,271$4.59M0.3%-2,13213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK40,953$4.55M0.03%-85213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp40,649$4.52M0.02%-2,35713F-HRTimelineGroup
CoreCap Advisors, LLC40,227$4.47M0.16%-15,09313F-HRTimeline
Turim 21 Investimentos Ltda.39,791$4.43M1.49%-99,66413F-HRTimeline
Impact Partnership Wealth, LLC39,155$4.35M0.65%+4,83413F-HRTimeline
D.A. DAVIDSON & CO.38,770$4.31M0.03%-12,15813F-HRTimeline
MassMutual Private Wealth & Trust, FSB38,660$4.3M0.11%+1,80613F-HRTimeline
J.W. COLE ADVISORS, INC.38,040$4.23M0.08%+2,51113F-HRTimeline
Orion Porfolio Solutions, LLC37,899$4.22M0.03%+2,36913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\37,867$4.21M<0.01%+99113F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC37,842$4.21M0.1%+1,40213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP37,399$4.16M0.26%+1313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP36,785$4.09M<0.01%-36,66013F-HRTimelineGroup
Janney Montgomery Scott LLC36,526$4.06M0.01%+5,31213F-HRTimeline
NewEdge Advisors, LLC35,747$3.98M0.02%+1,84013F-HRTimeline
Modera Wealth Management, LLC35,711$3.97M0.05%+1913F-HRTimeline
Stephenson & Company, Inc.35,651$3.97M2.28%+2,43613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources35,595$3.96M<0.01%-1,52913F-HRTimelineGroup
RFG Advisory, LLC34,788$3.87M0.08%+4,03313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,433$3.83M0.01%-4,77313F-HRTimelineGroup
IFP Advisors, Inc34,215$3.81M0.1%-62513F-HR/ATimeline
Minot DeBlois Advisors LLC34,210$3.8M3.45%+5,46213F-HRTimeline
WEALTH ALLIANCE, LLC34,123$3.8M0.39%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/34,075$3.79M2.93%-22713F-HRTimeline
FIRST HORIZON CORP33,689$3.75M0.18%13F-HRTimeline