iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q2 2024 (June 30)575holders +3
49new positions
49sold out
2famous investors
$99.48avg. 13F price*
At the end of Q2 2024, 575 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 3 from Q1 2024. 49 opened new positions and 49 sold out. The largest holders were Betterment LLC ($335.6M), FMR LLC ($309.1M) and BlackRock Inc. ($179.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $60.1M |
| Exits | 49 | $47.3M |
All 13F filers, Q1 2024 → Q2 2024: 5,922,665 shares bought and 3,908,396 shares sold, net +2,014,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 575 holders
| Betterment LLC | 0.87% | Add +8.3% | 3,373,251 | $335.6M |
| FMR LLC | 0.02% | Add +448.9% | 3,107,221 | $309.1M |
| BlackRock Inc. | 0.00% | Add +2.1% | 1,805,494 | $179.6M |
| Modera Wealth Management, LLC | 2.51% | Add +6.8% | 1,710,158 | $170.1M |
| Bank of America Corp. | 0.02% | Reduce -5.6% | 1,583,816 | $157.6M |
| Ritholtz Wealth Management | 4.69% | Add +3.8% | 1,428,505 | $142.1M |
| LPL Financial LLC | 0.06% | Reduce -6.4% | 1,261,670 | $125.5M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 1,233,801 | $122.8M |
| Modern Wealth Management, LLC | 7.62% | Reduce -4.7% | 1,038,032 | $103.3M |
| Partners Capital Investment Group, LLP | 1.51% | Add +78.4% | 900,609 | $89.6M |
| Wealthcare Advisory Partners LLC | 2.51% | Add +6.2% | 807,384 | $80.3M |
| O'shaughnessy Asset Management, LLC | 0.78% | Add +6.3% | 761,196 | $75.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.8% | 741,172 | $74.0M |
| Wealthcare Capital Management LLC | 7.63% | Add +8.6% | 722,916 | $71.9M |
| AlTi Global, Inc. | 1.93% | Reduce -14.8% | 720,750 | $71.7M |
| State Street Corp. | 0.00% | Reduce -1.4% | 696,485 | $69.3M |
| Destination Wealth Management | 2.26% | Add +1.9% | 688,194 | $68.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -41.0% | 612,091 | $60.9M |
| Haverford Trust Co | 0.61% | Reduce -2.9% | 586,136 | $58.3M |
| 3EDGE Asset Management, LP | 4.42% | Reduce -2.7% | 566,746 | $56.4M |
| Keating Investment Counselors Inc. | 16.74% | Reduce -6.6% | 524,215 | $52.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 505,960 | $50.3M |
| M. Kulyk & Associates, LLC | 11.51% | Add +3.1% | 497,904 | $49.5M |
| Cerity Partners LLC | 0.13% | Add +2.8% | 468,679 | $46.5M |
| Tortoise Investment Management, LLC | 5.11% | Add +19.6% | 450,414 | $44.8M |
| Wells Fargo & Company | 0.01% | Reduce -11.8% | 450,091 | $44.8M |
| Dynasty Wealth Management, LLC | 1.24% | Reduce -4.7% | 424,117 | $42.2M |
| Flputnam Investment Management Co. | 0.78% | Add +6.0% | 419,745 | $41.8M |
| Quotient Wealth Partners, LLC | 1.43% | Reduce -4.4% | 410,143 | $40.8M |
| CENTRAL TRUST Co | 0.97% | Reduce -22.1% | 399,983 | $39.8M |
| Summitry LLC | 1.92% | Add +2.3% | 373,143 | $37.1M |
| Sigma Investment Counselors Inc. | 2.22% | Reduce -0.1% | 356,527 | $35.5M |
| Cetera Investment Advisers | 0.08% | Reduce -5.3% | 354,811 | $35.3M |
| Renaissance Technologies | 0.06% | Add +41.2% | 340,500 | $33.9M |
| LVW Advisors, LLC | 4.79% | Add +4.4% | 326,846 | $32.5M |
| SCS Capital Management LLC | 0.67% | Reduce -6.4% | 323,675 | $32.2M |
| Royal Bank of Canada | 0.01% | Add +26.4% | 320,117 | $31.8M |
| Pure Financial Advisors, LLC | 0.85% | Add +1.0% | 306,591 | $30.5M |
| UBS Group AG | 0.01% | Reduce -0.3% | 305,325 | $30.4M |
| Townsquare Capital LLC | 0.39% | Reduce -8.1% | 286,495 | $28.5M |
| New York Life Investment Management LLC | 0.27% | Add +415.8% | 268,939 | $26.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -15.8% | 267,191 | $26.6M |
| Austin Asset Management Co Inc | 5.65% | Add +2.9% | 266,947 | $26.6M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -0.5% | 259,541 | $25.8M |
| Abacus Planning Group, Inc. | 4.70% | Add +8.6% | 243,548 | $24.2M |
| Gould Asset Management LLC | 5.49% | Add +58.7% | 239,211 | $23.8M |
| Kestra Advisory Services, LLC | 0.13% | Add +305.4% | 238,579 | $23.7M |
| Kelman-Lazarov, Inc. | 4.42% | Add +4.5% | 238,342 | $23.7M |
| Victory Capital Management Inc. | 0.02% | No change | 235,579 | $23.4M |
| Composition Wealth, LLC | 0.57% | Add +10.0% | 233,013 | $23.2M |
| Altfest L J & Co. Inc. | 3.10% | Reduce -0.9% | 227,801 | $22.7M |
| Creative Planning | 0.02% | Reduce -19.0% | 227,070 | $22.6M |
| Empowered Funds, LLC | 0.38% | Add +123.3% | 223,754 | $22.1M |
| Strategic Wealth Investment Group, LLC | 2.69% | — | 215,130 | $21.3M |
| Greenline Partners, LLC | 3.22% | Add +2.6% | 213,550 | $21.1M |
| Wilshire Advisors LLC | 10.56% | Reduce -1.0% | 211,687 | $21.1M |
| HighTower Advisors, LLC | 0.03% | Add +6.8% | 211,218 | $21.0M |
| Rockland Trust Co. | 1.10% | Add +1.0% | 209,767 | $20.9M |
| Osaic Holdings, Inc. | 0.05% | Add +39.5% | 203,877 | $20.3M |
| Sensible Financial Planning & Management, LLC. | 4.28% | Add +5.0% | 199,195 | $19.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.0% | 190,365 | $18.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.56% | Reduce -3.2% | 185,799 | $18.5M |
| Jeppson Wealth Management, LLC | 7.02% | Reduce -3.1% | 184,851 | $18.4M |
| Elm Partners Management LLC | 1.39% | Add +78.5% | 182,045 | $18.1M |
| Prime Capital Investment Advisors, LLC | 0.27% | Reduce -1.0% | 181,606 | $18.1M |
| Stordahl Capital Management, Inc. | 4.45% | Add +5.8% | 178,887 | $17.8M |
| Parkside Advisors LLC | 4.48% | Add +3.6% | 176,417 | $17.6M |
| Corient Private Wealth LP | 0.03% | Reduce -7.3% | 175,760 | $17.5M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +0.6% | 172,331 | $17.1M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +0.6% | 172,331 | $17.1M |
| ProVise Management Group, LLC | 1.46% | Add +5.8% | 171,938 | $17.1M |
| Cable Hill Partners, LLC | 1.84% | Add +2.0% | 170,125 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.5% | 166,425 | $16.6M |
| Portland Global Advisors LLC | 2.22% | Add +5.5% | 164,623 | $16.4M |
| Cyndeo Wealth Partners, LLC | 1.26% | Add +3.9% | 161,621 | $16.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.0% | 154,312 | $15.4M |
| Kwmg, LLC | 1.62% | Add +6.5% | 150,620 | $15.0M |
| Dogwood Wealth Management LLC | 9.06% | Reduce -0.9% | 147,874 | $14.7M |
| Trilogy Capital Inc. | 0.79% | Reduce -0.6% | 146,508 | $14.6M |
| Financial Gravity Asset Management, Inc. | 3.60% | Add +13.1% | 145,580 | $14.4M |
| Family Firm, Inc. | 3.17% | Add +1.5% | 142,886 | $14.2M |
| Stifel Financial Corp. | 0.02% | Reduce -2.0% | 137,431 | $13.7M |
| Ancora Advisors LLC | 0.33% | Add +160.0% | 135,826 | $13.5M |
| Beacon Pointe Advisors, LLC | 0.16% | Reduce -4.8% | 134,935 | $13.4M |
| Northland Capital Management LLC | 9.35% | Add +0.5% | 134,226 | $13.4M |
| Stadion Money Management, LLC | 1.08% | New | 132,814 | $13.2M |
| Prudential Financial Inc. | 0.02% | Add +2.4% | 127,967 | $12.7M |
| Raymond James & Associates | 0.01% | Reduce -41.4% | 127,728 | $12.7M |
| Galvin, Gaustad & Stein, LLC | 1.19% | Reduce -0.7% | 126,518 | $12.6M |
| Ethos Financial Group, LLC | 2.18% | Add +1.8% | 123,573 | $12.3M |
| Guggenheim Capital LLC | 0.09% | Add +4.1% | 120,052 | $11.9M |
| AJ Advisors, LLC | 6.58% | Add +4.9% | 119,537 | $11.9M |
| Burt Wealth Advisors | 3.12% | Reduce -4.5% | 118,832 | $11.8M |
| Silver Oak Securities, Incorporated | 1.77% | Reduce -11.6% | 118,731 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.0% | 118,533 | $11.8M |
| Arkansas Financial Group, Inc. | 2.08% | Reduce -1.8% | 117,319 | $11.7M |
| New Capital Management LP | 3.42% | Reduce -0.5% | 112,109 | $11.2M |
| American Money Management, LLC | 2.32% | Reduce -0.6% | 109,300 | $10.9M |
| Municipal Employees' Retirement System of Michigan | 0.15% | Reduce -0.1% | 109,272 | $10.9M |
| Echo45 Advisors LLC | 7.44% | Add +7.7% | 106,446 | $10.6M |
"% 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.