Skip to content
Disclosery

TIP ISHARES TR

Follow

SHS (fund)

Filings received so far for Q3 2026: 58 13F filers report a position in TIP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
KWMG, LLC335,041$34.9M2.51%+25,26413F-HRTimeline
Independence Financial Advisors, LLC205,008$21.3M5.35%+12,86013F-HRTimeline
Heartwood Wealth Advisors LLC187,329$19.5M1.54%+4,12513F-HRTimeline
RTD Financial Advisors, Inc.143,239$14.9M1.63%+82113F-HRTimeline
Farther Finance Advisors, LLC102,463$10.7M0.08%+17,17813F-HRTimeline
Deane Retirement Strategies, Inc.62,077$6.43M2.63%+61,52513F-HRTimeline
Horizons Wealth Management59,100$6.15M3.89%13F-HRTimeline
CoreCap Advisors, LLC43,166$4.49M0.13%-8,21913F-HRTimeline
MassMutual Private Wealth & Trust, FSB40,261$4.19M0.11%+44513F-HRTimeline
SigFig Wealth Management, LLC28,919$3.01M0.08%-59313F-HRTimeline
Whalen Wealth Management Inc.21,119$2.2M0.94%+2,76613F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC15,189$1.58M0.76%+25713F-HRTimeline
BOS Asset Management, LLC9,679$1.01M0.24%-24313F-HRTimeline
Apella Capital, LLC9,132$952K0.01%-6813F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV8,920$928K0.8%013F-HRTimeline
CHAPIN DAVIS, INC.7,255$755K0.15%-13013F-HRTimeline
Atlas Brown,Inc.6,692$696K0.18%+3213F-HRTimeline
FSA Investment Group, LLC5,848$608K0.19%+96113F-HRTimeline
Balefire, LLC5,833$607K0.1%-91913F-HRTimeline
FC Advisory LLC5,552$578K0.15%+10713F-HRTimeline
Councilor Wealth, LLC4,767$496K0.2%+7613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,410$459K0.04%-1,03713F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.4,277$445K0.3%-1713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,007$417K0.06%013F-HRTimeline
SAPIENT CAPITAL LLC3,916$407K0.01%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.3,862$402K0.19%-35413F-HR/ATimeline
Matrix Trust Co3,794$395K0.06%-33013F-HRTimeline
Hardin Capital Partners, LLC3,626$377K0.18%-1,16113F-HRTimeline
Successful Portfolios LLC3,511$365K0.17%013F-HRTimeline
Dorato Capital Management3,384$353K0.23%013F-HRTimeline
Aletheian Wealth Advisors LLC3,137$326K0.13%+3913F-HRTimeline
Bath Savings Trust Co3,100$323K0.03%-98513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC3,055$318K0.19%013F-HRTimeline
Nautilus Advisors LLC3,000$312K0.19%013F-HRTimeline
Hickory Point Bank & Trust2,721$283K0.17%013F-HRTimeline
DAVIDSON TRUST CO2,510$261K0.1%013F-HRTimeline
Paragon Capital Management Ltd2,500$260K0.05%013F-HRTimeline
Venture Visionary Partners LLC2,493$259K0.01%-413F-HRTimeline
DKM Wealth Management, Inc.2,412$251K0.16%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,112$220K0.15%-10113F-HRTimeline
EPIQ PARTNERS, LLC1,998$208K0.09%+4213F-HRTimeline
Coastline Trust Co1,649$172K0.02%-1,42513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GK Wealth Management LLC1,611$168K0.09%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,221$127K0.01%013F-HRTimeline
EASTERN BANK333$34.7K<0.01%013F-HRTimeline
CX Institutional275$29K<0.01%new13F-HRTimeline
Gladwyn Financial Advisors, Inc.258$26.9K0.02%+413F-HRTimeline
Frisco Financial Planning LLC210$21.8K0.02%013F-HRTimeline
Bangor Savings Bank154$16K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP128$13.3K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP113$11.8K<0.01%013F-HRTimeline
Olistico Wealth, LLC75$7.8K<0.01%013F-HRTimeline
Trust Co47$4.87K<0.01%new13F-HRTimeline
Investors Research Corp28$2.91K<0.01%013F-HRTimeline
Davis Capital Management20$2.13K<0.01%new13F-HRTimeline
GAMMA Investing LLC14$1.46K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC9$925<0.01%-113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1$93<0.01%013F-HRTimelineGroup