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Security record

STIP

iShares 0-5 Year TIPS Bond ETF · Financial Services · Asset Management

100.13 0.0% mkt cap $15.82B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
62Tracked holders
+4Δ holders
66.59MShares held
$6.80BReported value
+5New positions
−1Exits
Strongly Rising Conviction score 66/100 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.9% · share flow +11.6% · net new positions +6.5% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 62 +4 66.59M $6.80B +5 −1
Q1 2026 59 +1 59.70M $6.17B +6 −5
Q4 2025 57 0 52.01M $5.33B +1 −1
Q3 2025 8 -1 38.99M $4.03B +1 −2
Q2 2025 6 0 32.30M $3.32B — —
Q1 2025 4 +2 1.59M $164.46M +2 —
Q4 2024 2 -1 1.14M $115.16M — −1
Q3 2024 2 0 337.38K $34.18M +1 −1
Q2 2024 2 — 393.10K $39.11M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 44.25M +4.7% $4.52B 0.1% ▲ Add 5 SEC ↗ ×6
2 LPL Financial LLC 4.13M +32.3% $422.27M 0.1% ▲ Add 3 SEC ↗
3 Morgan Stanley ✦ 2.25M +26.0% $229.87M 0.0% ▲ Add 4 SEC ↗ ×6
4 Envestnet Asset Management Inc 2.00M +77.4% $203.90M 0.0% ▲ Add 3 SEC ↗
5 Bank Of America Corp /De/ 1.55M +16.5% $158.66M 0.0% ▲ Add 3 SEC ↗ ×4
6 Cetera Investment Advisers 1.44M +216.9% $146.85M 0.1% ▲ Add 3 SEC ↗
7 Ameriprise Financial Inc 1.11M +13.9% $113.18M 0.0% ▲ Add 3 SEC ↗ ×3
8 JPMorgan Chase ✦ 1.09M +15.3% $111.07M 0.0% ▲ Add 4 SEC ↗ ×4
9 Raymond James Financial Inc 863.94K +11.8% $88.26M 0.0% ▲ Add 3 SEC ↗ ×4
10 Mercer Global Advisors Inc /Adv 860.00K +100.3% $87.86M 0.1% ▲ Add 3 SEC ↗
11 State Street Global Advisors ✦ (passive) 665.18K +1.9% $67.96M 0.0% ▲ Add 7 SEC ↗
12 Wells Fargo & Company/Mn 614.43K +8.6% $62.77M 0.0% ▲ Add 3 SEC ↗ ×2
13 Northwestern Mutual Wealth… 595.74K +23.7% $60.86M 0.0% ▲ Add 3 SEC ↗
14 Fidelity (FMR) ✦ 527.29K 0.0% $53.87M 0.0% ▼ Trim 5 SEC ↗
15 Goldman Sachs Group ✦ 369.66K +16.5% $37.76M 0.0% ▲ Add 4 SEC ↗
16 Royal Bank Of Canada 340.40K +46.9% $34.78M 0.0% ▲ Add 3 SEC ↗ ×6
17 Mirae Asset Global Investments Co.… 315.66K +609.3% $32.25M 0.1% ▲ Add 3 SEC ↗ ×2
18 UBS Group AG 313.59K +15.1% $32.04M 0.0% ▲ Add 3 SEC ↗ ×3
19 Mml Investors Services, Llc 257.51K +76.2% $26.31M 0.1% ▲ Add 3 SEC ↗
20 HighTower Advisors, LLC 248.23K -4.1% $25.36M 0.0% ▼ Trim 3 SEC ↗
21 Creative Planning 243.75K -11.3% $24.90M 0.0% ▼ Trim 3 SEC ↗ ×2
22 Osaic Holdings, Inc. 230.81K -10.0% $23.59M 0.0% ▼ Trim 3 SEC ↗ ×4
23 Stifel Financial Corp 174.61K +51.5% $17.84M 0.0% ▲ Add 3 SEC ↗ ×3
24 Cerity Partners LLC 175.97K -72.0% $17.80M 0.0% ▼ Trim 3 SEC ↗ ×3
25 Pnc Financial Services Group, Inc. 171.56K +8.9% $17.53M 0.0% ▲ Add 3 SEC ↗ ×6
26 Wealth Enhancement Advisory… 216.27K +19.9% $17.45M 0.0% ▲ Add 3 SEC ↗
27 Bank of New York Mellon Corp 167.64K +5.7% $17.13M 0.0% ▲ Add 3 SEC ↗ ×3
28 Jones Financial Companies Lllp 161.01K +81.7% $16.45M 0.0% ▲ Add 3 SEC ↗
29 Amundi 138.00K 0.0% $14.10M 0.0% Held 3 SEC ↗
30 Corient Private Wealth LP 123.33K -2.6% $12.60M 0.0% ▼ Trim 3 SEC ↗
31 Manufacturers Life Insurance… 98.00K New $10.01M 0.0% New 1 SEC ↗
32 Rockefeller Capital Management L.P. 96.61K +1.3% $9.87M 0.0% ▲ Add 3 SEC ↗ ×2
33 Blair William & Co/Il 79.19K -3.3% $8.09M 0.0% ▼ Trim 3 SEC ↗
34 Focus Partners Wealth 75.42K +4.9% $7.70M 0.0% ▲ Add 3 SEC ↗
35 Commonwealth Equity Services, Llc 73.62K -31.2% $7.52M 0.0% ▼ Trim 3 SEC ↗
36 Truist Financial Corp 68.77K +40.3% $7.03M 0.0% ▲ Add 3 SEC ↗ ×2
37 Mariner, LLC 68.44K +219.3% $6.99M 0.0% ▲ Add 3 SEC ↗ ×2
38 Cibc World Market Inc. 62.90K +28.8% $6.43M 0.0% ▲ Add 3 SEC ↗
39 Mackenzie Financial Corp 45.00K +19.1% $4.60M 0.0% ▲ Add 3 SEC ↗
40 Bank Of Montreal /Can/ 43.74K -51.0% $4.47M 0.0% ▼ Trim 3 SEC ↗ ×2
41 Bnp Paribas Financial Markets 42.96K +237.2% $4.39M 0.0% ▲ Add 3 SEC ↗
42 Baird Financial Group, Inc. 40.77K +4.4% $4.17M 0.0% ▲ Add 3 SEC ↗
43 Victory Capital Management Inc 33.55K 0.0% $3.43M 0.0% Held 3 SEC ↗
44 Bank Julius Baer & Co. Ltd, Zurich 25.69K +168.0% $2.62M 0.0% ▲ Add 2 SEC ↗
45 Captrust Financial Advisors 25.32K +19.4% $2.59M 0.0% ▲ Add 3 SEC ↗
46 Citigroup Inc 23.03K +25.6% $2.35M 0.0% ▲ Add 3 SEC ↗
47 Citadel Advisors ✦ 20.37K New $2.08M 0.0% New 1 SEC ↗
48 Assetmark, Inc 17.77K -58.3% $1.82M 0.0% ▼ Trim 3 SEC ↗
49 Fifth Third Bancorp 16.59K +19.3% $1.70M 0.0% ▲ Add 3 SEC ↗
50 Tidal Investments LLC 13.84K -5.9% $1.41M 0.0% ▼ Trim 2 SEC ↗
51 AQR Capital Management ✦ 9.40K +17.6% $960,825 0.0% ▲ Add 2 SEC ↗
52 Quantinno Capital Management LP 6.68K +57.7% $682,327 0.0% ▲ Add 2 SEC ↗
53 Brown Advisory Inc 4.31K New $439,870 0.0% New 1 SEC ↗
54 TD Waterhouse Canada Inc. 4.21K +532.7% $426,215 0.0% ▲ Add 2 SEC ↗
55 Nuveen, LLC 3.58K New $366,142 0.0% New 1 SEC ↗
56 Lido Advisors, LLC 3.34K +0.8% $341,529 0.0% ▲ Add 3 SEC ↗
57 CIBC Bancorp USA Inc. 3.09K -39.9% $315,572 0.0% ▼ Trim 2 SEC ↗ ×2
58 Northern Trust Corp 2.60K -26.8% $265,718 0.0% ▼ Trim 3 SEC ↗
59 National Bank Of Canada /Fi/ 399 New $40,711 0.0% New 1 SEC ↗
60 Us Bancorp \De\ 237 +15.6% $24,212 0.0% ▲ Add 3 SEC ↗ ×2
61 Franklin Resources Inc 136 0.0% $13,894 0.0% Held 3 SEC ↗
62 Russell Investments Group, Ltd. 2 0.0% $204 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Manufacturers Life Insurance… $10.01M 0.0%
Citadel Advisors $2.08M 0.0%
Brown Advisory Inc $439,870 0.0%
Nuveen, LLC $366,142 0.0%
National Bank Of Canada /Fi/ $40,711 0.0%

Exited

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 754 holders, 114.93M shares, $11.06B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API