iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q3 2024 (September 30)571holders −4
42new positions
51sold out
2famous investors
$101.31avg. 13F price*
At the end of Q3 2024, 571 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, down 4 from Q2 2024. 42 opened new positions and 51 sold out. The largest holders were Betterment LLC ($392.0M), FMR LLC ($305.5M) and BlackRock, Inc. ($191.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $21.4M |
| Exits | 51 | $83.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,550,774 shares bought and 3,769,694 shares sold, net −1,218,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 571 holders
| Betterment LLC | 0.94% | Add +14.7% | 3,869,140 | $392.0M |
| FMR LLC | 0.02% | Reduce -3.0% | 3,015,348 | $305.5M |
| BlackRock, Inc. | 0.00% | — | 1,886,923 | $191.2M |
| Modera Wealth Management, LLC | 2.34% | Add +5.9% | 1,811,595 | $183.6M |
| Ritholtz Wealth Management | 4.62% | Add +5.9% | 1,512,948 | $153.3M |
| LPL Financial LLC | 0.07% | Add +16.0% | 1,463,439 | $148.3M |
| Bank of America Corp. | 0.01% | Reduce -22.6% | 1,225,939 | $124.2M |
| Morgan Stanley | 0.01% | Reduce -7.2% | 1,145,082 | $116.0M |
| Modern Wealth Management, LLC | 6.54% | Add +1.3% | 1,051,464 | $106.5M |
| Partners Capital Investment Group, LLP | 1.55% | Add +6.5% | 958,807 | $97.1M |
| Wealthcare Advisory Partners LLC | 2.40% | Add +2.9% | 830,550 | $84.2M |
| O'shaughnessy Asset Management, LLC | 0.73% | Add +6.4% | 810,187 | $81.9M |
| Wealthcare Capital Management LLC | 7.40% | Add +0.7% | 728,132 | $73.8M |
| Destination Wealth Management | 2.23% | Add +3.2% | 710,445 | $72.0M |
| AlTi Global, Inc. | 1.69% | Reduce -4.0% | 692,259 | $70.1M |
| State Street Corp. | 0.00% | Reduce -3.3% | 673,376 | $68.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -12.2% | 650,860 | $66.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.3% | 620,279 | $62.8M |
| Haverford Trust Co | 0.57% | Reduce -1.0% | 580,463 | $58.8M |
| Keating Investment Counselors Inc. | 15.88% | Add +0.1% | 524,896 | $53.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 512,440 | $51.9M |
| M. Kulyk & Associates, LLC | 10.39% | Add +2.4% | 509,737 | $51.6M |
| 3EDGE Asset Management, LP | 3.53% | Reduce -13.3% | 491,466 | $49.8M |
| Cerity Partners LLC | 0.11% | Add +2.9% | 482,404 | $48.7M |
| Tortoise Investment Management, LLC | 4.95% | Add +3.8% | 467,494 | $47.4M |
| Flputnam Investment Management Co. | 0.83% | Add +8.2% | 454,267 | $46.0M |
| Quotient Wealth Partners, LLC | 1.40% | Add +2.7% | 421,365 | $42.7M |
| Wells Fargo & Company | 0.01% | Reduce -8.9% | 409,866 | $41.5M |
| Summitry LLC | 1.84% | Add +1.5% | 378,706 | $38.4M |
| CENTRAL TRUST Co | 0.89% | Reduce -6.1% | 375,557 | $38.1M |
| Cetera Investment Advisers | 0.08% | Add +4.6% | 371,260 | $37.6M |
| Victory Capital Management Inc. | 0.04% | Add +57.1% | 370,019 | $37.5M |
| Sigma Investment Counselors Inc. | 2.14% | Add +1.2% | 360,782 | $36.6M |
| LVW Advisors, LLC | 4.60% | Add +8.4% | 354,325 | $35.9M |
| Renaissance Technologies | 0.05% | Reduce -2.9% | 330,500 | $33.5M |
| SCS Capital Management LLC | 0.63% | Reduce -5.3% | 306,472 | $31.1M |
| Pure Financial Advisors, LLC | 0.69% | Reduce -7.5% | 283,628 | $28.7M |
| Austin Asset Management Co Inc | 5.54% | Add +0.6% | 268,429 | $27.2M |
| Gould Asset Management LLC | 5.73% | Add +10.4% | 264,051 | $26.8M |
| Abacus Planning Group, Inc. | 4.76% | Add +8.0% | 262,984 | $26.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -3.7% | 249,965 | $25.3M |
| Kelman-Lazarov, Inc. | 4.29% | Add +3.3% | 246,099 | $24.9M |
| HighTower Advisors, LLC | 0.04% | Add +14.0% | 240,797 | $24.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -11.9% | 235,386 | $23.8M |
| UBS Group AG | 0.01% | Reduce -23.2% | 234,470 | $23.8M |
| Empowered Funds, LLC | 0.37% | Add +3.0% | 230,414 | $23.3M |
| Altfest L J & Co. Inc. | 3.02% | Reduce -1.8% | 223,719 | $22.7M |
| Rockland Trust Co. | 1.11% | Add +6.4% | 223,242 | $22.6M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -8.2% | 219,115 | $22.2M |
| Greenline Partners, LLC | 3.15% | Add +1.7% | 217,248 | $22.0M |
| Wilshire Advisors LLC | 10.40% | Add +0.9% | 213,602 | $21.6M |
| Talon Private Wealth, LLC | 4.50% | — | 211,096 | $21.4M |
| Creative Planning | 0.02% | Reduce -7.4% | 210,307 | $21.3M |
| Royal Bank of Canada | 0.00% | Reduce -35.5% | 206,644 | $20.9M |
| Sensible Financial Planning & Management, LLC. | 4.04% | Add +1.5% | 202,099 | $20.5M |
| Integrated Wealth Concepts LLC | 0.25% | Add +99.6% | 199,270 | $20.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.6% | 190,364 | $19.3M |
| Parkside Advisors LLC | 4.52% | Add +6.5% | 187,884 | $19.0M |
| Brookstone Capital Management | 0.28% | Add +4176.7% | 185,739 | $18.8M |
| ProVise Management Group, LLC | 1.49% | Add +7.8% | 185,443 | $18.8M |
| Jeppson Wealth Management, LLC | 6.69% | Reduce -0.3% | 184,270 | $18.7M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +6.4% | 183,334 | $18.6M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +6.4% | 183,334 | $18.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.52% | Reduce -1.6% | 182,891 | $18.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.2% | 180,569 | $18.3M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -1.1% | 179,682 | $18.2M |
| Stordahl Capital Management, Inc. | 4.29% | Reduce -0.6% | 177,770 | $18.0M |
| Silver Oak Securities, Incorporated | 1.90% | Add +49.5% | 177,497 | $18.0M |
| New York Life Investment Management LLC | 0.17% | Reduce -35.5% | 173,380 | $17.6M |
| Corient Private Wealth LP | 0.03% | Reduce -3.2% | 170,077 | $17.2M |
| Portland Global Advisors LLC | 2.11% | Add +0.5% | 165,428 | $16.8M |
| Kwmg, LLC | 1.59% | Add +3.8% | 156,357 | $15.8M |
| Trilogy Capital Inc. | 0.77% | Add +3.2% | 151,208 | $15.3M |
| Stadion Money Management, LLC | 1.13% | Add +11.5% | 148,052 | $15.0M |
| Dogwood Wealth Management LLC | 8.52% | Reduce -1.1% | 146,247 | $14.8M |
| Ancora Advisors LLC | 0.34% | Add +7.5% | 145,967 | $14.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -13.8% | 143,418 | $14.5M |
| Financial Gravity Companies, Inc. | 3.84% | — | 141,694 | $14.4M |
| Family Firm, Inc. | 3.14% | Reduce -0.9% | 141,604 | $14.3M |
| Raymond James & Associates | 0.01% | Add +8.4% | 138,420 | $14.0M |
| Northland Capital Management LLC | 7.77% | Reduce -0.2% | 133,929 | $13.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.4% | 133,564 | $13.5M |
| Beacon Pointe Advisors, LLC | 0.16% | Reduce -1.6% | 132,711 | $13.4M |
| Prudential Financial Inc. | 0.02% | Add +3.6% | 132,523 | $13.4M |
| Stifel Financial Corp. | 0.01% | Reduce -3.6% | 132,472 | $13.4M |
| Galvin, Gaustad & Stein, LLC | 1.19% | Add +3.0% | 130,312 | $13.2M |
| Ethos Financial Group, LLC | 2.16% | Add +3.7% | 128,117 | $13.0M |
| Guggenheim Capital LLC | 0.09% | Add +5.6% | 126,744 | $12.8M |
| Burt Wealth Advisors | 3.01% | Add +1.8% | 120,934 | $12.3M |
| MML Investors Services, LLC | 0.04% | Add +23.3% | 120,463 | $12.2M |
| Municipal Employees' Retirement System of Michigan | 0.16% | Add +10.2% | 120,426 | $12.2M |
| AJ Advisors, LLC | 6.12% | Reduce -1.5% | 117,709 | $11.9M |
| Arkansas Financial Group, Inc. | 1.94% | Reduce -0.3% | 117,004 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.5% | 115,542 | $11.7M |
| Park Edge Advisors, LLC | 3.33% | Add +8.8% | 114,916 | $11.6M |
| American Money Management, LLC | 2.26% | Add +2.0% | 111,533 | $11.3M |
| Echo45 Advisors LLC | 7.22% | Add +3.1% | 109,732 | $11.1M |
| New Capital Management LP | 3.11% | Reduce -3.0% | 108,781 | $11.0M |
| IFG Advisory, LLC | 0.69% | Add +0.5% | 106,199 | $10.8M |
| Alesco Advisors, LLC, An ESL Co | 0.33% | Add +1.7% | 105,568 | $10.7M |
"% 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.