ISHARES 0-5 YEAR TIPS BOND E STIP
$101.23
+0.1% 52w: $98.41 – $102.74
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data98.41100.58102.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
759
+1 QoQ
13F value
$11.91B
+14.7% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$579K calls / — puts
Institutional value by quarter
Number of holders
Who owns STIP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 42.3M | $4.37B | 0.1% | +40.3% |
| Betterment LLC | Wealth advisor | 4.5M | $464.1M | 0.9% | +2.6% |
| LPL Financial LLC | Bank broker | 3.1M | $323.1M | 0.1% | +11.4% |
| Modera Wealth Management, LLC | Wealth advisor | 2.4M | $252.7M | 3.0% | +7.2% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 2.4M | $249.2M | 4.3% | +6.8% |
| MORGAN STANLEY | Bank broker | 1.8M | $184.7M | 0.0% | +12.2% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | Wealth advisor | 1.6M | $161.4M | 5.6% | +113.7% |
| Main Management Fund Advisors LLC | Wealth advisor | 2.5M | $152.0M | 12.8% | New |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 1.5M | $150.3M | 1.9% | +554.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $137.9M | 0.0% | -60.4% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 1.2M | $125.1M | 2.4% | +5.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 1.2M | $120.3M | 0.6% | +3.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $116.4M | 0.0% | +31.1% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | Wealth advisor | 983.8K | $101.8M | 3.8% | -23.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 973.3K | $100.7M | 0.0% | +16.5% |
| SCS Capital Management LLC | Wealth advisor | 968.0K | $100.1M | 1.1% | +78.3% |
| Farther Finance Advisors, LLC | Wealth advisor | 946.2K | $97.6M | 0.9% | +28.1% |
| JPMORGAN CHASE & CO | Bank broker | 942.7K | $97.5M | 0.0% | -30.4% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 935.4K | $96.8M | 1.4% | +2.3% |
| Kestra Investment Management, LLC | Wealth advisor | 923.6K | $95.5M | 1.6% | +346.8% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | Wealth advisor | 917.5K | $94.9M | 9.5% | +6.7% |
| Tortoise Investment Management, LLC | Wealth advisor | 840.2K | $86.9M | 7.2% | +48.3% |
| Destination Wealth Management | Wealth advisor | 825.7K | $85.4M | 2.2% | +3.5% |
| MASECO LLP | Wealth advisor | 774.9K | $80.1M | 2.5% | +5.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 772.6K | $79.9M | 0.0% | +4.7% |
| M. Kulyk & Associates, LLC | Other | 726.7K | $75.2M | 14.0% | +37.2% |
| Haverford Trust Co | Other | 708.2K | $73.3M | 0.7% | +6.3% |
| STATE STREET CORP | Index provider | 652.6K | $67.5M | 0.0% | -0.7% |
| Dynasty Wealth Management, LLC | Wealth advisor | 650.1K | $67.2M | 0.6% | -40.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 640.2K | $66.2M | 0.4% | +15.0% |
| KEATING INVESTMENT COUNSELORS INC | Other | 637.4K | $65.9M | 16.3% | +11.7% |
| Quotient Wealth Partners, LLC | Wealth advisor | 634.0K | $65.6M | 1.7% | -40.4% |
| Cerity Partners LLC | Diversified mechanical | 629.4K | $64.9M | 0.1% | -0.6% |
| Abacus Planning Group, Inc. | Wealth advisor | 602.3K | $62.3M | 8.4% | +10.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 565.7K | $58.5M | 0.0% | +0.7% |
| MARTIN & CO INC /TN/ | Wealth advisor | 537.5K | $55.6M | 9.5% | Held |
| 3EDGE Asset Management, LP | Wealth advisor | 528.6K | $54.7M | 2.6% | -52.6% |
| FMR LLC | Long only active | 527.4K | $54.5M | 0.0% | -80.0% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 510.3K | $52.8M | 4.4% | +5.7% |
| Empowered Funds, LLC | Diversified mechanical | 508.0K | $52.4M | 0.3% | -1.7% |
| AlTi Global, Inc. | Wealth advisor | 505.3K | $52.3M | 1.1% | -2.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 481.4K | $49.8M | 0.0% | +45.3% |
| GOULD ASSET MANAGEMENT LLC /CA/ | Wealth advisor | 469.7K | $48.6M | 8.4% | +15.3% |
| Cetera Investment Advisers | Wealth advisor | 453.6K | $46.9M | 0.0% | +1.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 429.4K | $44.4M | 0.1% | +487.3% |
| LVW Advisors, LLC | Wealth advisor | 418.6K | $43.3M | 4.2% | +2.5% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 407.3K | $42.1M | 2.2% | +1.7% |
| ALTFEST L J & CO INC | Wealth advisor | 391.6K | $40.5M | 4.3% | +2.6% |
| Modern Wealth Management, LLC | Wealth advisor | 351.7K | $36.3M | 0.6% | -19.5% |
| CENTRAL TRUST Co | Diversified mechanical | 348.2K | $36.0M | 0.7% | -4.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.