iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q1 2024 (March 31)572holders
1famous investor
$99.34avg. 13F price*
At the end of Q1 2024, 572 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings. The largest holders were Betterment LLC ($309.6M), BlackRock Inc. ($175.8M) and Bank of America Corp. ($166.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $47.9M |
| Exits | 59 | $49.6M |
Ownership 572 holders
| Betterment LLC | 0.83% | Reduce -3.4% | 3,113,375 | $309.6M |
| BlackRock Inc. | 0.00% | Reduce -13.4% | 1,768,176 | $175.8M |
| Bank of America Corp. | 0.02% | Reduce -9.6% | 1,678,116 | $166.9M |
| Modera Wealth Management, LLC | 2.42% | Add +30.3% | 1,600,792 | $159.2M |
| Ritholtz Wealth Management | 4.72% | Add +9.3% | 1,376,049 | $136.8M |
| LPL Financial LLC | 0.07% | Add +13.0% | 1,347,691 | $134.0M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 1,323,931 | $131.6M |
| Modern Wealth Management, LLC | 10.06% | Add +3.0% | 1,089,421 | $108.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.2% | 1,037,637 | $103.2M |
| AlTi Global, Inc. | 2.34% | Reduce -22.2% | 845,444 | $84.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -49.8% | 778,311 | $77.5M |
| Wealthcare Advisory Partners LLC | 2.48% | Add +9.7% | 760,271 | $75.6M |
| O'shaughnessy Asset Management, LLC | 0.79% | Add +19.6% | 716,221 | $71.2M |
| State Street Corp. | 0.00% | Add +1.6% | 706,544 | $70.3M |
| Destination Wealth Management | 2.23% | Add +7.4% | 675,697 | $67.2M |
| Wealthcare Capital Management LLC | 7.35% | Add +925.3% | 665,819 | $66.2M |
| Haverford Trust Co | 0.63% | Add +0.9% | 603,567 | $60.0M |
| 3EDGE Asset Management, LP | 4.51% | Reduce -5.8% | 582,259 | $57.9M |
| FMR LLC | 0.00% | Reduce -83.3% | 566,115 | $56.3M |
| Keating Investment Counselors Inc. | 17.98% | Add +0.0% | 561,485 | $55.8M |
| JPMorgan Chase & Co. | 0.00% | Add +14.4% | 529,384 | $52.6M |
| CENTRAL TRUST Co | 1.27% | Reduce -5.6% | 513,164 | $51.0M |
| Wells Fargo & Company | 0.01% | Reduce -15.8% | 510,560 | $50.8M |
| Partners Capital Investment Group, LLP | 1.50% | Reduce -28.4% | 504,886 | $50.2M |
| M. Kulyk & Associates, LLC | 11.14% | Add +4.8% | 483,108 | $48.0M |
| Cerity Partners LLC | 0.12% | Reduce -2.1% | 455,794 | $45.1M |
| Dynasty Wealth Management, LLC | 1.41% | — | 444,804 | $44.2M |
| Quotient Wealth Partners, LLC | 1.52% | Add +19.3% | 429,049 | $42.7M |
| Flputnam Investment Management Co. | 0.84% | Add +8.0% | 396,061 | $39.4M |
| Tortoise Investment Management, LLC | 4.55% | Add +10.7% | 376,655 | $37.5M |
| Cetera Investment Advisers | 0.09% | Add +120.5% | 374,766 | $37.3M |
| Summitry LLC | 1.91% | Add +8.2% | 364,891 | $36.3M |
| Sigma Investment Counselors Inc. | 2.29% | Add +1.7% | 356,966 | $35.5M |
| SCS Capital Management LLC | 0.73% | Reduce -5.4% | 345,926 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +175.4% | 317,130 | $31.5M |
| LVW Advisors, LLC | 5.27% | Add +8.2% | 313,162 | $31.1M |
| Townsquare Capital LLC | 0.45% | Add +11.2% | 311,764 | $31.0M |
| UBS Group AG | 0.01% | Reduce -3.7% | 306,238 | $30.4M |
| Pure Financial Advisors, LLC | 0.94% | Reduce -1.1% | 303,539 | $30.2M |
| Creative Planning | 0.03% | Reduce -23.7% | 280,190 | $27.9M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -26.2% | 260,821 | $25.9M |
| Austin Asset Management Co Inc | 5.67% | Add +0.3% | 259,540 | $25.8M |
| Principal Securities, Inc. | 0.79% | Add +13.9% | 256,218 | $25.5M |
| Royal Bank of Canada | 0.01% | Reduce -19.9% | 253,287 | $25.2M |
| First Command Advisory Services, Inc. | 0.25% | Reduce -52.8% | 241,458 | $24.0M |
| Renaissance Technologies | 0.04% | Add +48.1% | 241,100 | $24.0M |
| Victory Capital Management Inc. | 0.02% | No change | 235,579 | $23.4M |
| Altfest L J & Co. Inc. | 3.24% | Reduce -1.9% | 229,881 | $22.9M |
| Kelman-Lazarov, Inc. | 4.43% | Add +3.6% | 227,977 | $22.7M |
| Abacus Planning Group, Inc. | 4.36% | Add +14.2% | 224,274 | $22.3M |
| Raymond James & Associates | 0.01% | Add +18.9% | 217,763 | $21.7M |
| Jane Street Group, LLC | 0.03% | Add +760.6% | 216,701 | $21.5M |
| Wilshire Advisors LLC | 10.58% | Add +7.3% | 213,800 | $21.3M |
| Composition Wealth, LLC | 0.53% | Add +17.7% | 211,819 | $21.1M |
| Greenline Partners, LLC | 3.30% | Add +4.5% | 208,142 | $20.7M |
| Rockland Trust Co. | 1.09% | Add +5.2% | 207,614 | $20.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -14.7% | 202,575 | $20.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -26.8% | 197,715 | $19.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Add +2.7% | 191,926 | $19.1M |
| Jeppson Wealth Management, LLC | 7.36% | Reduce -0.2% | 190,733 | $19.0M |
| Corient Private Wealth LP | 0.03% | Reduce -35.4% | 189,664 | $18.9M |
| Sensible Financial Planning & Management, LLC. | 4.17% | Add +5.3% | 189,637 | $18.9M |
| Prime Capital Investment Advisors, LLC | 0.25% | Reduce -0.2% | 183,451 | $18.2M |
| Flow Traders U.S. LLC | 0.96% | Add +291.2% | 181,069 | $18.0M |
| Diversify Advisory Services, LLC | 1.03% | — | 177,193 | $17.6M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +11.8% | 171,335 | $17.0M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +11.8% | 171,335 | $17.0M |
| Parkside Advisors LLC | 4.36% | Add +3.4% | 170,211 | $16.9M |
| Stordahl Capital Management, Inc. | 4.21% | Add +4.1% | 169,114 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -8.3% | 168,886 | $16.8M |
| Cable Hill Partners, LLC | 2.01% | No change | 166,756 | $16.4M |
| ProVise Management Group, LLC | 1.40% | Add +11.5% | 162,551 | $16.2M |
| Portland Global Advisors LLC | 2.11% | Add +2.8% | 156,025 | $15.5M |
| Cyndeo Wealth Partners, LLC | 1.29% | Add +0.5% | 155,586 | $15.5M |
| Gould Asset Management LLC | 3.63% | Reduce -11.0% | 150,732 | $15.0M |
| Dogwood Wealth Management LLC | 10.03% | Add +18.9% | 149,209 | $14.8M |
| Trilogy Capital Inc. | 0.84% | Reduce -1.0% | 147,401 | $14.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -44.5% | 146,137 | $14.5M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +3.4% | 141,662 | $14.1M |
| Kwmg, LLC | 1.54% | Add +5.1% | 141,399 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.4% | 141,178 | $14.0M |
| Family Firm, Inc. | 3.41% | Add +2.8% | 140,749 | $14.0M |
| Stifel Financial Corp. | 0.02% | Reduce -13.6% | 140,260 | $13.9M |
| Silver Oak Securities, Incorporated | 2.04% | Reduce -22.0% | 134,271 | $13.4M |
| Northland Capital Management LLC | 9.30% | Add +1.1% | 133,615 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.6% | 133,060 | $13.2M |
| GoalFusion Wealth Management, LLC | 8.14% | Reduce -30.1% | 128,508 | $12.8M |
| Financial Gravity Asset Management, Inc. | 3.57% | Reduce -92.9% | 128,702 | $12.7M |
| Galvin, Gaustad & Stein, LLC | 1.18% | Reduce -2.5% | 127,414 | $12.7M |
| Prudential Financial Inc. | 0.02% | Reduce -13.0% | 124,982 | $12.4M |
| Burt Wealth Advisors | 3.14% | Add +8.5% | 124,501 | $12.4M |
| Ethos Financial Group, LLC | 2.31% | Reduce -0.7% | 121,340 | $12.1M |
| Arkansas Financial Group, Inc. | 2.09% | Add +8.6% | 119,498 | $11.9M |
| 49 Wealth Management, LLC | 2.48% | Add +9.6% | 116,537 | $11.6M |
| FDx Advisors, Inc. | 1.75% | Reduce -4.4% | 116,173 | $11.6M |
| Guggenheim Capital LLC | 0.08% | Add +10.8% | 115,327 | $11.5M |
| Courier Capital LLC | 0.83% | Reduce 0.0% | 115,304 | $11.5M |
| MML Investors Services, LLC | 0.05% | Reduce -28.2% | 114,443 | $11.4M |
| AJ Advisors, LLC | 6.25% | Add +2.3% | 113,983 | $11.3M |
| New Capital Management LP | 3.34% | Add +2.9% | 112,638 | $11.2M |
"% 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.