STIP Institutional Ownership & Shareholders
ISHARES 0-5 YEAR TIPS BOND E (STIP) is currently held by 837 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.65B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of STIP tracked by InsiderSet, reporting ownership valued at approximately $4.52B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.45B, representing an estimated loss of -1.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed STIP value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Betterment Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES 0-5 YEAR TIPS BOND E (STIP).
This page ranks the largest institutional STIP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
837
Total Reported Value
$12.65B
Largest Holder
Blackrock, Inc.
Largest Position
$4.52B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.07% | 44,245,089 | $4,520,078,291 | $4,453,268,208 | -$66,810,083 | -1.48% | |
| Betterment Llc | 0.79% | 4,553,816 | $465,218,000 | $458,341,580 | -$6,876,420 | -1.48% | |
| Lpl Financial Llc | 0.09% | 4,133,408 | $422,268,914 | $416,027,515 | -$6,241,399 | -1.48% | |
| Modera Wealth Management, Llc | 2.82% | 2,683,308 | $267,525,759 | $270,074,950 | +$2,549,191 | +0.95% | |
| Ritholtz Wealth Management | 3.84% | 2,522,612 | $257,710,078 | $253,900,898 | -$3,809,180 | -1.48% | |
| Adventist Health System Sunbelt Healthcare Corp | 5.65% | 2,394,391 | $238,721,679 | $240,995,454 | +$2,273,775 | +0.95% | |
| Morgan Stanley | 0.01% | 2,250,138 | $229,874,357 | $226,476,390 | -$3,397,967 | -1.48% | |
| Envestnet Asset Management Inc | 0.05% | 1,995,879 | $203,898,950 | $200,885,221 | -$3,013,729 | -1.48% | |
| Coldstream Capital Management Inc | 2.38% | 1,860,288 | $190,046,998 | $187,237,987 | -$2,809,011 | -1.48% | |
| Bank Of America Corp | 0.01% | 1,553,079 | $158,662,585 | $156,317,401 | -$2,345,184 | -1.48% | |
| Wealthcare Advisory Partners Llc | 2.52% | 1,491,709 | $148,723,400 | $150,140,511 | +$1,417,111 | +0.95% | |
| Cetera Investment Advisers | 0.13% | 1,437,435 | $146,848,268 | $144,677,833 | -$2,170,435 | -1.48% | |
| Farther Finance Advisors, Llc | 0.90% | 1,278,077 | $127,424,327 | $128,638,450 | +$1,214,123 | +0.95% | |
| O'Shaughnessy Asset Management, Llc | 0.58% | 1,213,731 | $123,994,759 | $122,162,025 | -$1,832,734 | -1.48% | |
| Ameriprise Financial Inc | 0.02% | 1,108,855 | $113,182,188 | $111,606,256 | -$1,575,932 | -1.39% | |
| Jpmorgan Chase & Co | 0.01% | 1,086,681 | $111,069,765 | $109,374,443 | -$1,695,322 | -1.53% | |
| Partners Capital Investment Group, Llp | 3.66% | 1,014,965 | $103,688,800 | $102,156,227 | -$1,532,573 | -1.48% | |
| Scs Capital Management Llc | 0.96% | 989,768 | $101,114,732 | $99,620,149 | -$1,494,583 | -1.48% | |
| Flputnam Investment Management Co | 1.17% | 964,676 | $98,551,721 | $97,094,639 | -$1,457,082 | -1.48% | |
| Wealthcare Capital Management Llc | 10.48% | 957,087 | $95,421,574 | $96,330,807 | +$909,233 | +0.95% | |
| Tortoise Investment Management, Llc | 6.86% | 900,987 | $92,044,847 | $90,684,342 | -$1,360,505 | -1.48% | |
| Raymond James Financial Inc | 0.02% | 863,944 | $88,260,527 | $86,955,964 | -$1,304,563 | -1.48% | |
| Mercer Global Advisors Inc | 0.11% | 860,000 | $87,857,546 | $86,559,000 | -$1,298,546 | -1.48% | |
| Destination Wealth Management | 2.02% | 846,480 | $86,476,358 | $85,198,212 | -$1,278,146 | -1.48% | |
| Maseco Llp | 2.35% | 860,685 | $85,844,701 | $86,627,945 | +$783,244 | +0.91% | |
| Abacus Planning Group, Inc. | 9.89% | 822,832 | $82,036,312 | $82,818,041 | +$781,729 | +0.95% | |
| M. Kulyk & Associates, Llc | 14.03% | 726,680 | $75,160,513 | $73,140,342 | -$2,020,171 | -2.69% | |
| Haverford Trust Co | 0.64% | 728,697 | $74,443,694 | $73,343,353 | -$1,100,341 | -1.48% | |
| 3Edge Asset Management, Lp | 2.91% | 686,281 | $68,422,245 | $69,074,183 | +$651,938 | +0.95% | |
| State Street Corp | 0.00% | 665,185 | $67,955,300 | $66,950,870 | -$1,004,430 | -1.48% | |
| Dynasty Wealth Management, Llc | 0.50% | 664,407 | $67,875,823 | $66,872,565 | -$1,003,258 | -1.48% | |
| Quotient Wealth Partners, Llc | 1.57% | 649,411 | $66,343,876 | $65,363,217 | -$980,659 | -1.48% | |
| Beacon Pointe Advisors, Llc | 0.29% | 617,519 | $63,085,710 | $62,153,287 | -$932,423 | -1.48% | |
| Wells Fargo & Company/Mn | 0.01% | 614,427 | $62,769,850 | $61,842,078 | -$927,772 | -1.48% | |
| Keating Investment Counselors Inc | 16.31% | 624,802 | $62,292,794 | $62,886,321 | +$593,527 | +0.95% | |
| Martin & Co Inc | 8.58% | 537,540 | $54,915,086 | $54,103,401 | -$811,685 | -1.48% | |
| Fmr Llc | 0.00% | 527,294 | $53,868,311 | $53,072,141 | -$796,170 | -1.48% | |
| Empowered Funds, Llc | 0.27% | 512,062 | $51,730,708 | $51,539,040 | -$191,668 | -0.37% | |
| Alti Global, Inc. | 1.06% | 502,009 | $51,285,272 | $50,527,206 | -$758,066 | -1.48% | |
| Kestra Advisory Services, Llc | 0.14% | 508,559 | $50,703,325 | $51,186,463 | +$483,138 | +0.95% | |
| Mai Capital Management | 0.19% | 494,193 | $50,486,883 | $49,740,525 | -$746,358 | -1.48% | |
| Gould Asset Management Llc | 7.60% | 472,277 | $48,247,770 | $47,534,680 | -$713,090 | -1.48% | |
| Newedge Advisors, Llc | 0.14% | 470,685 | $48,085,193 | $47,374,445 | -$710,748 | -1.48% | |
| Austin Asset Management Co Inc | 5.77% | 432,049 | $43,075,257 | $43,485,732 | +$410,475 | +0.95% | |
| Lvw Advisors, Llc | 3.64% | 430,859 | $42,956,619 | $43,365,958 | +$409,339 | +0.95% | |
| Sigma Investment Counselors Inc | 2.00% | 428,034 | $42,675,005 | $43,081,622 | +$406,617 | +0.95% | |
| Altfest L J & Co Inc | 4.10% | 413,772 | $41,253,048 | $41,646,152 | +$393,104 | +0.95% | |
| Goldman Sachs Group Inc | 0.00% | 369,657 | $37,764,159 | $37,205,977 | -$558,182 | -1.48% | |
| Royal Bank Of Canada | 0.01% | 340,403 | $34,776,000 | $34,261,562 | -$514,438 | -1.48% | |
| Central Trust Co | 0.61% | 328,813 | $33,591,584 | $33,095,028 | -$496,556 | -1.48% |
Frequently asked questions about STIP
Who are the largest institutional holders of STIP?
The largest institutional holders of STIP reported in the latest SEC Form 13F filings include Blackrock, Inc., Betterment Llc, Lpl Financial Llc, Modera Wealth Management, Llc, and Ritholtz Wealth Management. InsiderSet ranks institutional holders by their latest reported STIP position.
What is STIP institutional ownership?
This page tracks STIP positions reported by institutional investment managers through SEC Form 13F. ISHARES 0-5 YEAR TIPS BOND E (STIP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STIP?
InsiderSet currently tracks 837 institutional managers reporting STIP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of STIP shareholders.
How much STIP stock do institutions own?
Institutional investment managers disclosed approximately $12.65B in STIP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STIP institutional ownership last updated?
The latest STIP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional STIP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its STIP position after the reporting date.
Are institutions buying or selling STIP?
Institutional buying and selling can be analyzed by comparing STIP positions across consecutive 13F reporting periods. InsiderSet's STIP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STIP ownership changes.
How has STIP institutional ownership changed over time?
InsiderSet tracks STIP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.