ISHARES 0-5 YEAR TIPS BOND E (STIP) Top Institutional Shareholders
ISHARES 0-5 YEAR TIPS BOND E (STIP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $11.17B in STIP holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of STIP tracked by InsiderSet, reporting ownership valued at approximately $4.37B in its March 31, 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 $4.31B, representing an estimated loss of -1.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed STIP value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Lpl Financial Llc, Modera Wealth Management, 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
753
Total Reported Value
$11.17B
Largest Holder
Blackrock, Inc.
Largest Position
$4.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.08% | 42,279,068 | $4,372,924,004 | $4,307,391,448 | -$65,532,556 | -1.50% | |
| Lpl Financial Llc | 0.09% | 3,123,669 | $323,081,108 | $318,239,398 | -$4,841,710 | -1.50% | |
| Modera Wealth Management, Llc | 3.03% | 2,442,854 | $252,664,402 | $248,877,966 | -$3,786,436 | -1.50% | |
| Ritholtz Wealth Management | 4.32% | 2,409,803 | $249,245,961 | $245,510,730 | -$3,735,231 | -1.50% | |
| Morgan Stanley | 0.01% | 1,785,559 | $184,680,516 | $181,912,751 | -$2,767,765 | -1.50% | |
| Adventist Health System Sunbelt Healthcare Corp | 5.65% | 1,560,200 | $161,371,486 | $158,953,176 | -$2,418,310 | -1.50% | |
| Coldstream Capital Management Inc | 1.85% | 1,453,255 | $150,310,133 | $148,057,619 | -$2,252,514 | -1.50% | |
| Bank Of America Corp | 0.01% | 1,333,398 | $137,913,380 | $135,846,588 | -$2,066,792 | -1.50% | |
| Wealthcare Advisory Partners Llc | 2.43% | 1,209,342 | $125,082,293 | $123,207,763 | -$1,874,530 | -1.50% | |
| Independent Financial Group, Llc | 1.49% | 1,262,439 | $122,018,554 | $128,617,285 | +$6,598,731 | +5.41% | |
| O'Shaughnessy Asset Management, Llc | 0.60% | 1,163,284 | $120,318,464 | $118,515,374 | -$1,803,090 | -1.50% | |
| Envestnet Asset Management Inc | 0.03% | 1,125,270 | $116,386,664 | $114,642,508 | -$1,744,156 | -1.50% | |
| Partners Capital Investment Group, Llp | 3.83% | 983,845 | $101,759,140 | $100,234,129 | -$1,525,011 | -1.50% | |
| Ameriprise Financial Inc | 0.02% | 973,318 | $100,662,192 | $99,161,638 | -$1,500,554 | -1.49% | |
| Scs Capital Management Llc | 1.06% | 967,994 | $100,119,652 | $98,619,229 | -$1,500,423 | -1.50% | |
| Farther Finance Advisors, Llc | 0.92% | 946,212 | $97,573,497 | $96,400,079 | -$1,173,418 | -1.20% | |
| Flputnam Investment Management Co | 1.44% | 935,426 | $96,751,099 | $95,301,201 | -$1,449,898 | -1.50% | |
| Kestra Investment Management, Llc | 1.65% | 923,635 | $95,531,547 | $94,099,934 | -$1,431,613 | -1.50% | |
| Wealthcare Capital Management Llc | 9.49% | 917,536 | $94,900,784 | $93,478,568 | -$1,422,216 | -1.50% | |
| Tortoise Investment Management, Llc | 7.18% | 840,231 | $86,905,126 | $85,602,734 | -$1,302,392 | -1.50% | |
| Destination Wealth Management | 2.22% | 825,668 | $85,398,834 | $84,119,056 | -$1,279,778 | -1.50% | |
| Maseco Llp | 2.51% | 774,850 | $80,127,256 | $78,941,718 | -$1,185,538 | -1.48% | |
| Raymond James Financial Inc | 0.02% | 772,578 | $79,907,624 | $78,710,247 | -$1,197,377 | -1.50% | |
| M. Kulyk & Associates, Llc | 14.03% | 726,680 | $75,160,513 | $74,034,158 | -$1,126,355 | -1.50% | |
| Haverford Trust Co | 0.67% | 708,230 | $73,252,259 | $72,154,472 | -$1,097,787 | -1.50% | |
| State Street Corp | 0.00% | 652,613 | $67,499,763 | $66,488,212 | -$1,011,551 | -1.50% | |
| Dynasty Wealth Management, Llc | 0.59% | 650,096 | $67,239,447 | $66,231,780 | -$1,007,667 | -1.50% | |
| Beacon Pointe Advisors, Llc | 0.35% | 640,243 | $66,220,330 | $65,227,957 | -$992,373 | -1.50% | |
| Keating Investment Counselors Inc | 16.33% | 637,361 | $65,922,291 | $64,934,339 | -$987,952 | -1.50% | |
| Quotient Wealth Partners, Llc | 1.73% | 634,015 | $65,576,135 | $64,593,448 | -$982,687 | -1.50% | |
| Cerity Partners Llc | 0.09% | 629,364 | $64,916,203 | $64,119,604 | -$796,599 | -1.23% | |
| Abacus Planning Group, Inc. | 8.39% | 602,288 | $62,294,699 | $61,361,101 | -$933,598 | -1.50% | |
| Wells Fargo & Company/Mn | 0.01% | 565,736 | $58,514,085 | $57,637,184 | -$876,901 | -1.50% | |
| Martin & Co Inc | 9.46% | 537,540 | $55,597,762 | $54,764,575 | -$833,187 | -1.50% | |
| 3Edge Asset Management, Lp | 2.64% | 528,613 | $54,668,384 | $53,855,092 | -$813,292 | -1.49% | |
| Fmr Llc | 0.00% | 527,406 | $54,549,586 | $53,732,123 | -$817,463 | -1.50% | |
| Amplius Wealth Advisors, Llc | 4.40% | 510,301 | $52,780,402 | $51,989,466 | -$790,936 | -1.50% | |
| Empowered Funds, Llc | 0.33% | 508,001 | $52,363,970 | $51,755,142 | -$608,828 | -1.16% | |
| Alti Global, Inc. | 1.14% | 505,346 | $52,267,956 | $51,484,650 | -$783,306 | -1.50% | |
| Northwestern Mutual Wealth Management Co | 0.03% | 481,437 | $49,795,090 | $49,048,802 | -$746,288 | -1.50% | |
| Gould Asset Management Llc | 8.44% | 469,722 | $48,583,358 | $47,855,277 | -$728,081 | -1.50% | |
| Cetera Investment Advisers | 0.05% | 453,628 | $46,918,713 | $46,215,621 | -$703,092 | -1.50% | |
| Mercer Global Advisors Inc | 0.07% | 429,384 | $44,411,167 | $43,745,642 | -$665,525 | -1.50% | |
| Lvw Advisors, Llc | 4.22% | 418,646 | $43,300,532 | $42,651,654 | -$648,878 | -1.50% | |
| Sigma Investment Counselors Inc | 2.23% | 407,325 | $42,129,636 | $41,498,271 | -$631,365 | -1.50% | |
| Altfest L J & Co Inc | 4.34% | 391,581 | $40,501,201 | $39,894,272 | -$606,929 | -1.50% | |
| Modern Wealth Management, Llc | 0.62% | 351,679 | $36,265,146 | $35,829,057 | -$436,089 | -1.20% | |
| Central Trust Co | 0.71% | 348,215 | $36,015,895 | $35,476,144 | -$539,751 | -1.50% | |
| Summitry Llc | 1.51% | 335,167 | $34,666,323 | $34,146,814 | -$519,509 | -1.50% | |
| Goldman Sachs Group Inc | 0.00% | 317,303 | $32,818,649 | $32,326,830 | -$491,819 | -1.50% |
Frequently asked questions about STIP
Who owns the most STIP stock?
The largest holders of STIP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 0-5 YEAR TIPS BOND E (STIP).
Is STIP widely held by superinvestors?
Many widely followed stocks like STIP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STIP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.