iShares 0-5 Year TIPS Bond ETF (STIP) Institutional Ownership

$99.33
0.00 (0.00%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Number of
Institutional Buyers
(last 12 months)
370
Total
Institutional Inflows
(last 12 months)
$2.68B
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$2.65B
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STIP Institutional Buying and Selling by Quarter

iShares 0-5 Year TIPS Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Wilshire Advisors LLC213,800$21.26M10.6%+7.3%0.266%
5/17/2024 Comerica Bank9,780$972K0.0%+18.5%0.012%
5/17/2024 Tidal Investments LLC15,150$1.51M0.0%-29.1%0.019%
5/16/2024 Jane Street Group LLC216,701$21.55M0.0%+760.6%0.270%
5/16/2024 B. Riley Wealth Advisors Inc.79,042$7.66M0.2%+2.2%0.098%
5/16/2024 Ancora Advisors LLC52,241$5.19M0.1%+7.5%0.065%
5/16/2024 Dynasty Wealth Management LLC444,804$44.23M1.4%N/A0.554%
5/16/2024 BTG Pactual Global Asset Management Ltd14,142$1.38M0.2%N/A0.018%
5/15/2024 SVB Wealth LLC10,006$995K0.0%-50.6%0.012%
5/15/2024 Flow Traders U.S. LLC181,069$18.00M1.0%+291.2%0.226%
5/15/2024 Fairview Capital Investment Management LLC20,742$2.06M0.1%-1.5%0.026%
5/14/2024 EP Wealth Advisors LLC11,097$1.10M0.0%-9.7%0.014%
5/14/2024 CreativeOne Wealth LLC24,361$2.42M0.1%-19.8%0.030%
5/14/2024 Northwest Wealth Management LLC11,983$1.19M0.3%-9.4%0.015%
5/14/2024 Mattern Wealth Management LLC4,191$417K0.1%-42.9%0.005%
5/14/2024 Owen LaRue LLC3,520$350K0.2%-30.3%0.004%
5/14/2024 Lake Street Advisors Group LLC40,947$4.07M0.2%N/A0.051%
5/13/2024 Financial Gravity Asset Management Inc.137,945$13.72M3.5%-91.8%0.172%
5/13/2024 O Shaughnessy Asset Management LLC716,221$71.21M0.8%+19.6%0.892%
5/13/2024 Ameritas Investment Partners Inc.4,103$408K0.0%-11.4%0.005%
5/11/2024 Trustmark National Bank Trust Department5,192$516K0.0%-13.9%0.006%
5/11/2024 Cynosure Group LLC38,368$3.82M0.7%-44.1%0.048%
5/11/2024 Hirtle Callaghan & Co LLC8,250$820K0.0%-23.5%0.010%
5/10/2024 Osaic Holdings Inc.146,137$14.53M0.0%-44.5%0.182%
5/10/2024 Chesapeake Capital Corp IL48,755$4.85M3.6%-29.9%0.061%
5/10/2024 Kelman Lazarov Inc.227,977$22.67M4.4%+3.6%0.284%
5/10/2024 Nwam LLC10,016$992K0.1%+25.2%0.012%
5/9/2024 RFP Financial Group LLC5,749$572K0.2%-2.0%0.007%
5/9/2024 Kure Advisory LLC44,059$4.38M3.7%-39.1%0.055%
5/9/2024 ProVise Management Group LLC162,551$16.16M1.4%+11.5%0.203%
5/9/2024 Blair William & Co. IL61,568$6.12M0.0%-1.4%0.077%
5/9/2024 Orion Portfolio Solutions LLC171,335$17.04M0.2%+11.8%0.214%
5/9/2024 Portland Global Advisors LLC156,025$15.51M2.1%+2.8%0.194%
5/8/2024 Bell Investment Advisors Inc22,468$2.23M0.4%-8.2%0.028%
5/8/2024 TSA Wealth Managment LLC6,384$635K0.3%-6.0%0.008%
5/8/2024 Ethos Financial Group LLC121,340$12.07M2.3%-0.7%0.151%
5/8/2024 Bleakley Financial Group LLC81,018$8.06M0.2%-4.0%0.101%
5/8/2024 Avantax Advisory Services Inc.22,987$2.29M0.0%-37.5%0.029%
5/8/2024 US Bancorp DE8,225$818K0.0%+3.0%0.010%
5/7/2024 WNY Asset Management LLC6,459$642K0.1%-18.5%0.008%
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5/7/2024 Keating Investment Counselors Inc.561,485$55.83M18.0%+0.0%0.700%
5/7/2024 49 Wealth Management LLC116,537$11.56M2.5%+9.6%0.145%
5/7/2024 Oppenheimer & Co. Inc.59,931$5.96M0.1%-13.6%0.075%
5/7/2024 Obermeyer Wood Investment Counsel Lllp7,629$759K0.0%-14.9%0.010%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management191,926$19.08M0.6%+2.7%0.239%
5/7/2024 Empowered Funds LLC100,208$9.94M0.2%N/A0.125%
5/6/2024 Envestnet Portfolio Solutions Inc.15,156$1.51M0.0%+14.9%0.019%
5/6/2024 Sensible Financial Planning & Management LLC.189,637$18.86M4.2%+5.3%0.236%
5/4/2024 Geneos Wealth Management Inc.2,343$233K0.0%-69.1%0.003%
5/4/2024 Gould Asset Management LLC CA150,732$14.99M3.6%-11.0%0.188%
5/4/2024 WBI Investments LLC4,437$441K0.1%-32.5%0.006%
5/4/2024 Buck Wealth Strategies LLC8,620$857K0.3%-88.2%0.011%
5/4/2024 Joseph P. Lucia & Associates LLC13,103$1.30M0.7%-7.9%0.016%
5/3/2024 FDx Advisors Inc.116,173$11.55M1.8%-4.4%0.145%
5/3/2024 Integris Wealth Management LLC58,409$5.81M1.6%+4.2%0.073%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,486$1.24M0.1%-3.4%0.016%
5/3/2024 Lutz Financial Services LLC31,748$3.16M0.3%+25.7%0.040%
5/2/2024 First Command Advisory Services Inc.241,458$24.01M0.3%-52.8%0.301%
5/2/2024 USAdvisors Wealth Management LLC24,516$2.44M0.9%-56.3%0.031%
5/2/2024 Haverford Trust Co603,567$60.01M0.6%+1.0%0.752%
5/2/2024 Elevate Wealth Advisory Inc.63,728$6.34M5.5%+10.6%0.079%
5/2/2024 Choreo LLC28,263$2.81M0.1%-34.1%0.035%
5/2/2024 Family Firm Inc.140,749$14.00M3.4%+2.8%0.175%
5/2/2024 Palisade Asset Management LLC353$35K0.0%N/A0.000%
5/1/2024 Stone Point Wealth LLC20,901$2.08M0.7%+19.7%0.026%
5/1/2024 Janney Montgomery Scott LLC11,007$1.09M0.0%-53.9%0.014%
5/1/2024 BNP Paribas Financial Markets28,323$2.82M0.0%+7.5%0.035%
5/1/2024 Mirae Asset Global Investments Co. Ltd.47,000$4.67M0.0%+9.3%0.059%
5/1/2024 Prosperity Consulting Group LLC14,354$1.43M0.2%N/A0.018%
5/1/2024 Diversify Advisory Services LLC177,193$17.57M1.0%N/A0.221%
4/30/2024 Private Advisor Group LLC58,849$5.85M0.0%-18.6%0.073%
4/30/2024 Lodestone Wealth Management LLC5,329$530K0.3%-2.8%0.007%
4/30/2024 J.W. Cole Advisors Inc.9,212$916K0.0%-8.2%0.011%
4/30/2024 Norden Group LLC2,537$252K0.0%-99.9%0.003%
4/30/2024 SWP Financial LLC87,654$8.65M6.1%+8.4%0.109%
4/30/2024 Private Wealth Management Group LLC8,628$858K0.4%-8.0%0.011%
4/30/2024 Perigon Wealth Management LLC47,980$4.77M0.1%+92.3%0.060%
4/29/2024Commonwealth Equity Services LLC141,178$14.04M0.0%-10.4%0.176%
4/29/2024 Greenleaf Trust24,513$2.44M0.0%+6.1%0.031%
4/29/2024 Principal Financial Group Inc.11,245$1.12M0.0%-60.1%0.014%
4/29/2024 Wealthspan Partners LLC6,585$655K0.4%-4.0%0.008%
4/29/2024 American Capital Advisory LLC1,744$173K0.1%+167.5%0.002%
4/27/2024 Glass Jacobson Investment Advisors llc13,099$1.30M0.5%+3.2%0.016%
4/27/2024 Austin Asset Management Co Inc259,540$25.81M5.7%+0.3%0.321%
4/26/2024 Arcataur Capital Management LLC49,029$4.88M1.8%-0.6%0.061%
4/26/2024 Mesirow Financial Investment Management Inc.4,665$464K0.0%N/A0.006%
4/26/2024 Sigma Investment Counselors Inc.356,966$35.49M1.9%+1.7%0.441%
4/26/2024 Verdence Capital Advisors LLC3,389$337K0.0%+11.0%0.004%
4/26/2024 AJ Advisors LLC113,983$11.33M6.3%+2.3%0.141%
4/26/2024 Latitude Advisors LLC9,390$934K0.6%+3.1%0.012%
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4/25/2024 Lodestar Private Asset Management LLC7,323$728K0.1%-1.4%0.009%
4/25/2024 North Ridge Wealth Advisors Inc.5,916$588K0.5%-2.2%0.007%
4/25/2024 Cambridge Investment Research Advisors Inc.168,886$16.79M0.1%-8.4%0.209%
4/24/2024 Private Trust Co. NA6,827$679K0.1%+39.8%0.008%
4/24/2024 Leavell Investment Management Inc.38,599$3.84M0.2%+17.8%0.048%
4/24/2024 CENTRAL TRUST Co513,164$51.02M1.3%-5.6%0.634%
4/24/2024 Newbridge Financial Services Group Inc.639$64K0.0%N/A0.001%
4/24/2024 Pinnacle Wealth Management Group Inc.81,385$8.09M6.0%-6.4%0.101%
4/24/2024 Simplicity Wealth LLC81,018$8.06M0.2%N/A0.100%
4/24/2024 NBT Bank N A NY72,152$7.17M0.5%+10.0%0.089%
(Data available from 1/1/2016 forward)

STIP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STIP shares?

During the previous two years, 799 institutional investors and hedge funds held shares of iShares 0-5 Year TIPS Bond ETF. The most heavily invested institutionals were FMR LLC ($869.87M), Charles Schwab Investment Management Inc. ($411.24M), BlackRock Inc. ($300.90M), Bank of America Corp DE ($294.14M), Personal Capital Advisors Corp ($239.74M), Tiedemann Advisors LLC ($229.55M), and Ameriprise Financial Inc. ($190.57M).Learn more on STIP's institutional investors.

Which institutional investors have been buying iShares 0-5 Year TIPS Bond ETF stock?

Of the 712 institutional investors that purchased iShares 0-5 Year TIPS Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norden Group LLC ($9.49M), Charles Schwab Investment Management Inc. ($4.61M), Portside Wealth Group LLC ($2.72M), FMR LLC ($2.66M), Empower Advisory Group LLC ($2.65M), Jane Street Group LLC ($2.44M), and Tiedemann Advisors LLC ($2.35M).

How much institutional buying is happening at iShares 0-5 Year TIPS Bond ETF?

Institutional investors have bought a total of 69,337,825 shares in the last 24 months. This purchase volume represents approximately $6.84B in transactions.

Which iShares 0-5 Year TIPS Bond ETF major shareholders have been selling company stock?

Of the 523 institutional investors that sold iShares 0-5 Year TIPS Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($8.05M), Empower Advisory Group LLC ($2.68M), Norden Group LLC ($2.21M), Ameriprise Financial Inc. ($2.16M), Financial Gravity Asset Management Inc. ($1.57M), UBS Group AG ($1.37M), and 3EDGE Asset Management LP ($1.32M).

How much institutional selling is happening at iShares 0-5 Year TIPS Bond ETF?

Institutional investors have sold a total of 44,115,980 shares in the last 24 months. This volume of shares sold represents approximately $4.31B in transactions.


This page (NYSEARCA:STIP) was last updated on 5/19/2024 by MarketBeat.com Staff

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