iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q2 2026 (June 30)827holders +64
119new positions
45sold out
2famous investors
$102.11avg. 13F price*
At the end of Q2 2026, 827 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 64 from Q1 2026. 119 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($4.5B), Betterment LLC ($465.2M) and LPL Financial LLC ($422.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 0-5 Year Tips Bond E
- CUSIP
- 46429B747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $228.8M |
| Exits | 45 | $58.1M |
All 13F filers, Q1 2026 → Q2 2026: 14,924,890 shares bought and 5,067,184 shares sold, net +9,857,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 827 holders
| BlackRock, Inc. | 0.07% | Add +4.7% | 44,245,089 | $4.5B |
| Betterment LLC | 0.79% | Add +1.5% | 4,553,816 | $465.2M |
| LPL Financial LLC | 0.10% | Add +32.3% | 4,133,408 | $422.3M |
| Modera Wealth Management, LLC | 2.79% | Add +4.6% | 2,554,931 | $261.0M |
| Ritholtz Wealth Management | 3.85% | Add +4.7% | 2,522,612 | $257.7M |
| Morgan Stanley | 0.01% | Add +26.0% | 2,250,138 | $229.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +77.4% | 1,995,879 | $203.9M |
| Coldstream Capital Management Inc. | 2.40% | Add +28.0% | 1,860,288 | $190.0M |
| Bank of America Corp. | 0.01% | Add +16.5% | 1,553,079 | $158.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 4.95% | Reduce -3.1% | 1,511,194 | $154.4M |
| Cetera Investment Advisers | 0.13% | Add +216.9% | 1,437,435 | $146.8M |
| Wealthcare Advisory Partners LLC | 2.56% | Add +9.4% | 1,322,733 | $135.1M |
| O'shaughnessy Asset Management, LLC | 0.58% | Add +4.3% | 1,213,731 | $124.0M |
| Farther Finance Advisors, LLC | 0.90% | Add +18.2% | 1,118,491 | $114.3M |
| Ameriprise Financial Inc. | 0.02% | Add +13.9% | 1,108,855 | $113.2M |
| JPMorgan Chase & Co. | 0.01% | Add +15.3% | 1,086,681 | $111.1M |
| Partners Capital Investment Group, LLP | 3.66% | Add +3.2% | 1,014,965 | $103.7M |
| SCS Capital Management LLC | 0.96% | Add +2.3% | 989,768 | $101.1M |
| Flputnam Investment Management Co. | 1.17% | Add +3.1% | 964,676 | $98.6M |
| Wealthcare Capital Management LLC | 9.10% | Add +2.3% | 938,761 | $95.9M |
| Tortoise Investment Management, LLC | 6.86% | Add +7.2% | 900,987 | $92.0M |
| Raymond James Financial Inc. | 0.02% | Add +11.8% | 863,944 | $88.3M |
| Mercer Global Advisors Inc. | 0.11% | Add +100.3% | 860,000 | $87.9M |
| Destination Wealth Management | 2.02% | Add +2.5% | 846,480 | $86.5M |
| Maseco LLP | 2.30% | Add +3.3% | 800,732 | $81.8M |
| M. Kulyk & Associates, LLC | 12.85% | Add +6.1% | 771,097 | $78.8M |
| Haverford Trust Co | 0.64% | Add +2.9% | 728,697 | $74.4M |
| Abacus Planning Group, Inc. | 8.91% | Add +17.1% | 705,445 | $72.1M |
| State Street Corp. | 0.00% | Add +1.9% | 665,185 | $68.0M |
| Dynasty Wealth Management, LLC | 0.50% | Add +2.2% | 664,407 | $67.9M |
| Quotient Wealth Partners, LLC | 1.57% | Add +2.4% | 649,411 | $66.3M |
| Kestra Investment Management, LLC | 1.24% | Reduce -32.1% | 627,164 | $64.1M |
| Keating Investment Counselors Inc. | 17.50% | Reduce -2.1% | 623,779 | $63.7M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -3.5% | 617,519 | $63.1M |
| Wells Fargo & Company | 0.01% | Add +8.6% | 614,427 | $62.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +23.7% | 595,739 | $60.9M |
| 3EDGE Asset Management, LP | 2.49% | Add +3.5% | 546,891 | $55.9M |
| Martin & Co. Inc. | 8.58% | No change | 537,540 | $54.9M |
| FMR LLC | 0.00% | Reduce -0.0% | 527,294 | $53.9M |
| Empowered Funds, LLC | 0.27% | Add +0.8% | 512,062 | $51.7M |
| AlTi Global, Inc. | 1.06% | Reduce -0.7% | 502,009 | $51.3M |
| MAI Capital Management | 0.19% | Add +109.8% | 494,193 | $50.5M |
| Gould Asset Management LLC | 7.60% | Add +0.5% | 472,277 | $48.2M |
| NewEdge Advisors, LLC | 0.14% | Add +64.8% | 470,685 | $48.1M |
| LVW Advisors, LLC | 3.81% | Add +3.1% | 431,464 | $44.1M |
| Sigma Investment Counselors Inc. | 2.08% | Add +2.4% | 416,939 | $42.6M |
| Altfest L J & Co. Inc. | 3.98% | Add +2.5% | 401,268 | $41.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.5% | 369,657 | $37.8M |
| Austin Asset Management Co Inc | 5.20% | Add +14.9% | 356,912 | $36.5M |
| Royal Bank of Canada | 0.01% | Add +46.9% | 340,403 | $34.8M |
| Alpine Bank Wealth Management | 4.46% | New | 339,975 | $34.7M |
| CENTRAL TRUST Co | 0.61% | Reduce -5.6% | 328,813 | $33.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +326.0% | 326,147 | $33.3M |
| Kelman-Lazarov, Inc. | 4.29% | Add +3.0% | 320,695 | $32.8M |
| AMJ Financial Wealth Management | 7.72% | No change | 314,997 | $32.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +609.3% | 315,658 | $32.2M |
| Syon Capital LLC | 1.40% | Add +39.5% | 315,195 | $32.2M |
| World Investment Advisors | 0.53% | Add +0.4% | 309,836 | $32.0M |
| UBS Group AG | 0.01% | Add +15.1% | 313,586 | $32.0M |
| Prime Capital Investment Advisors, LLC | 0.31% | Add +2.0% | 308,643 | $31.5M |
| Opus Capital Group, LLC | 2.90% | Add +9.0% | 292,799 | $29.9M |
| Modern Wealth Management, LLC | 0.35% | Reduce -17.4% | 290,562 | $29.7M |
| Trustmark Bank Trust Department | 1.76% | Add +13743.5% | 288,636 | $29.5M |
| AE Wealth Management LLC | 0.13% | Add +31.8% | 268,853 | $27.5M |
| Savant Capital, LLC | 0.08% | Add +251.1% | 271,584 | $27.5M |
| Summitry LLC | 0.90% | Reduce -19.8% | 268,602 | $27.4M |
| DDFG, Inc | 5.44% | Add +39.7% | 268,165 | $27.4M |
| Seneca Financial Advisors LLC | 6.97% | Add +5.7% | 262,884 | $26.9M |
| Capital Advantage, Inc. | 3.23% | New | 258,789 | $26.4M |
| MML Investors Services, LLC | 0.05% | Add +76.2% | 257,510 | $26.3M |
| Rockland Trust Co. | 1.01% | Add +6.7% | 252,016 | $25.7M |
| ProVise Management Group, LLC | 1.72% | Add +6.0% | 251,467 | $25.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.1% | 248,228 | $25.4M |
| Creative Planning | 0.01% | Reduce -11.3% | 243,750 | $24.9M |
| Walker Financial Services, Inc. | 7.64% | Add +12.5% | 241,916 | $24.7M |
| Astoria Strategic Wealth, Inc. | 5.48% | New | 234,927 | $24.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.0% | 230,807 | $23.6M |
| NorthCoast Asset Management LLC | 0.52% | Add +37.0% | 230,741 | $23.6M |
| Stordahl Capital Management, Inc. | 4.25% | Add +7.0% | 226,904 | $23.2M |
| Integrated Wealth Concepts LLC | 0.15% | Add +3.2% | 218,961 | $22.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +22.5% | 212,741 | $21.7M |
| Pure Financial Advisors, LLC | 0.28% | Add +0.5% | 212,089 | $21.7M |
| NorthRock Partners, LLC | 0.31% | Reduce -6.9% | 212,088 | $21.7M |
| SoundView Advisors Inc. | 6.98% | Reduce -4.0% | 209,701 | $21.4M |
| Parcion Private Wealth LLC | 1.18% | Add +9.5% | 208,243 | $21.3M |
| Estate Counselors, LLC | 1.80% | Add +250.4% | 205,090 | $21.0M |
| Amplius Wealth Advisors, LLC | 1.50% | Reduce -60.7% | 200,597 | $20.5M |
| Arkansas Financial Group, Inc. | 2.64% | Add +2.0% | 198,408 | $20.3M |
| Alesco Advisors, LLC, An ESL Co | 0.46% | Add +84.2% | 194,533 | $19.9M |
| Ancora Advisors LLC | 0.38% | Add +6.8% | 193,971 | $19.8M |
| Portland Global Advisors LLC | 1.87% | Add +1.0% | 192,435 | $19.7M |
| Deane Retirement Strategies, Inc. | 8.26% | Reduce -3.6% | 190,880 | $19.5M |
| Financial Gravity Companies, Inc. | 3.12% | — | 188,071 | $19.2M |
| Main Management Fund Advisors LLC | 1.33% | Reduce -92.6% | 184,051 | $18.8M |
| Insight Wealth Strategies, LLC | 1.82% | Add +55.7% | 184,565 | $18.7M |
| Kwmg, LLC | 1.33% | Add +3.5% | 180,141 | $18.4M |
| Stadion Money Management, LLC | 1.58% | Add +1.3% | 180,704 | $18.3M |
| BIP Wealth, LLC | 0.52% | Add +15.6% | 178,686 | $18.3M |
| Stifel Financial Corp. | 0.01% | Add +51.5% | 174,612 | $17.8M |
| Cerity Partners LLC | 0.02% | Reduce -72.0% | 175,966 | $17.8M |
"% of holder's portfolio" is STIP's weight in each manager's 13F, not the share of iShares 0-5 Year Tips Bond E the manager owns.