iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q4 2024 (December 31)626holders +55
59new positions
44sold out
1famous investor
$100.59avg. 13F price*
At the end of Q4 2024, 626 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 55 from Q3 2024. 59 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($2.5B), Betterment LLC ($407.5M) and FMR LLC ($332.9M). One famous investor held it Jim Simons / Peter Brown (0.1% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $158.8M |
| Exits | 44 | $45.2M |
All 13F filers, Q3 2024 → Q4 2024: 29,120,833 shares bought and 3,243,161 shares sold, net +25,877,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 626 holders
| BlackRock, Inc. | 0.05% | Add +1221.8% | 24,941,823 | $2.5B |
| Betterment LLC | 0.97% | Add +4.7% | 4,050,462 | $407.5M |
| FMR LLC | 0.02% | Add +9.7% | 3,308,805 | $332.9M |
| Modera Wealth Management, LLC | 2.30% | Add +4.6% | 1,894,273 | $190.6M |
| Ritholtz Wealth Management | 4.65% | Add +3.9% | 1,572,147 | $158.2M |
| LPL Financial LLC | 0.06% | Add +5.2% | 1,538,970 | $154.8M |
| 3EDGE Asset Management, LP | 7.83% | Add +156.7% | 1,261,483 | $126.9M |
| Morgan Stanley | 0.01% | Add +5.9% | 1,212,308 | $122.0M |
| Bank of America Corp. | 0.01% | Reduce -1.6% | 1,205,971 | $121.3M |
| Wealthcare Advisory Partners LLC | 2.51% | Add +8.2% | 898,882 | $90.4M |
| O'shaughnessy Asset Management, LLC | 0.71% | Add +3.2% | 835,918 | $84.1M |
| Wealthcare Capital Management LLC | 7.83% | Add +6.2% | 773,056 | $77.8M |
| Destination Wealth Management | 2.27% | Add +1.7% | 722,543 | $72.7M |
| Flputnam Investment Management Co. | 1.30% | Add +55.4% | 705,873 | $71.0M |
| State Street Corp. | 0.00% | Add +0.7% | 678,343 | $68.2M |
| Partners Capital Investment Group, LLP | 1.81% | Reduce -31.7% | 654,868 | $65.9M |
| AlTi Global, Inc. | 1.58% | Reduce -5.9% | 651,553 | $65.5M |
| Modern Wealth Management, LLC | 2.40% | Reduce -39.3% | 637,869 | $64.2M |
| Haverford Trust Co | 0.59% | Add +2.1% | 592,789 | $59.6M |
| Assetmark, Inc. | 0.16% | Add +459144.4% | 578,648 | $58.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 528,778 | $53.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -19.2% | 525,644 | $52.9M |
| Keating Investment Counselors Inc. | 16.42% | Reduce -0.4% | 522,667 | $52.6M |
| M. Kulyk & Associates, LLC | 11.34% | Add +2.1% | 520,673 | $52.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -16.8% | 516,056 | $51.9M |
| Cerity Partners LLC | 0.11% | Add +7.0% | 515,972 | $51.7M |
| Renaissance Technologies | 0.07% | Add +41.1% | 466,400 | $46.9M |
| Tortoise Investment Management, LLC | 4.91% | Reduce -1.0% | 462,653 | $46.5M |
| Dynasty Wealth Management, LLC | 0.76% | New | 439,747 | $44.2M |
| Quotient Wealth Partners, LLC | 1.43% | Add +3.0% | 433,812 | $43.6M |
| CENTRAL TRUST Co | 1.03% | Add +11.1% | 417,234 | $42.0M |
| Raymond James Financial Inc. | 0.01% | — | 402,021 | $40.4M |
| LVW Advisors, LLC | 4.69% | Add +7.5% | 380,738 | $38.3M |
| Wells Fargo & Company | 0.01% | Reduce -8.3% | 375,932 | $37.8M |
| Summitry LLC | 1.85% | Reduce -0.9% | 375,137 | $37.7M |
| Sigma Investment Counselors Inc. | 2.21% | Add +3.8% | 374,427 | $37.7M |
| Cetera Investment Advisers | 0.08% | Add +0.2% | 371,884 | $37.4M |
| Victory Capital Management Inc. | 0.04% | No change | 370,019 | $37.2M |
| New York Life Investment Management LLC | 0.33% | Add +91.6% | 332,198 | $33.4M |
| Wilshire Advisors LLC | 11.17% | Add +42.4% | 304,072 | $30.6M |
| SCS Capital Management LLC | 0.63% | Reduce -1.5% | 301,924 | $30.4M |
| Integrated Wealth Concepts LLC | 0.35% | Add +48.2% | 295,264 | $29.7M |
| Gould Asset Management LLC | 6.23% | Add +11.4% | 294,209 | $29.6M |
| Abacus Planning Group, Inc. | 5.07% | Add +8.9% | 286,519 | $28.8M |
| Austin Asset Management Co Inc | 5.81% | Add +3.3% | 277,397 | $27.9M |
| Empowered Funds, LLC | 0.37% | Add +10.3% | 254,166 | $25.6M |
| Kelman-Lazarov, Inc. | 4.58% | Add +2.8% | 252,997 | $25.5M |
| Pure Financial Advisors, LLC | 0.58% | Reduce -11.0% | 252,400 | $25.4M |
| Rockland Trust Co. | 1.14% | Reduce -0.4% | 222,422 | $22.4M |
| MAI Capital Management | 0.17% | New | 221,334 | $22.3M |
| Altfest L J & Co. Inc. | 2.83% | Reduce -1.5% | 220,444 | $22.2M |
| Greenline Partners, LLC | 3.04% | Reduce -0.6% | 215,989 | $21.7M |
| BNP Paribas Financial Markets | 0.02% | Add +19412.2% | 215,220 | $21.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -9.0% | 214,112 | $21.5M |
| Sensible Financial Planning & Management, LLC. | 4.41% | Add +4.6% | 211,444 | $21.3M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +9.7% | 197,060 | $19.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -18.4% | 196,580 | $19.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.54% | Add +7.2% | 196,070 | $19.7M |
| Parkside Advisors LLC | 4.62% | Add +3.7% | 194,852 | $19.6M |
| UBS Group AG | 0.00% | Reduce -18.6% | 190,835 | $19.2M |
| Northland Capital Management LLC | 14.18% | Add +42.0% | 190,128 | $19.1M |
| Stordahl Capital Management, Inc. | 4.50% | Add +6.5% | 189,244 | $19.0M |
| ProVise Management Group, LLC | 1.61% | Add +0.9% | 187,137 | $18.8M |
| Creative Planning | 0.02% | Reduce -12.2% | 184,591 | $18.6M |
| Jeppson Wealth Management, LLC | 6.72% | Reduce -0.1% | 184,079 | $18.5M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 183,168 | $18.4M |
| Elm Partners Management LLC | 1.24% | Add +71.5% | 179,779 | $18.1M |
| Townsquare Capital LLC | 0.20% | Add +70.4% | 179,728 | $18.1M |
| Portland Global Advisors LLC | 2.29% | Add +8.6% | 179,622 | $18.1M |
| Jacobson & Schmitt Advisors, LLC | 3.40% | New | 174,729 | $17.6M |
| Prime Buchholz LLC | 5.66% | — | 172,463 | $17.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.8% | 168,300 | $16.9M |
| Corient Private Wealth LP | 0.03% | Reduce -0.3% | 169,602 | $16.8M |
| SoundView Advisors Inc. | 6.91% | — | 166,518 | $16.8M |
| Talon Private Wealth, LLC | 3.40% | Reduce -23.3% | 161,868 | $16.3M |
| Ancora Advisors LLC | 0.36% | Add +9.7% | 160,136 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +10.2% | 158,003 | $15.9M |
| Kwmg, LLC | 1.62% | Add +0.3% | 156,766 | $15.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -18.9% | 154,361 | $15.5M |
| Trilogy Capital Inc. | 0.78% | Add +0.1% | 151,326 | $15.2M |
| Financial Gravity Companies, Inc. | 3.35% | Add +3.0% | 145,902 | $14.7M |
| Family Firm, Inc. | 3.22% | Add +1.6% | 143,879 | $14.5M |
| Stadion Money Management, LLC | 1.13% | Reduce -3.1% | 143,502 | $14.4M |
| Arkansas Financial Group, Inc. | 2.31% | Add +21.5% | 142,194 | $14.3M |
| Walker Financial Services, Inc. | 8.22% | Add +39.5% | 140,533 | $14.1M |
| Brookstone Capital Management | 0.20% | Reduce -24.8% | 139,656 | $14.0M |
| Amundi | 0.00% | New | 138,000 | $13.9M |
| Guggenheim Capital LLC | 0.11% | Add +4.5% | 132,496 | $13.3M |
| National Bank of Canada | 0.02% | New | 132,100 | $13.3M |
| Galvin, Gaustad & Stein, LLC | 1.20% | Add +1.1% | 131,782 | $13.3M |
| Valmark Advisers, Inc. | 0.20% | Add +53.2% | 131,210 | $13.2M |
| Burt Wealth Advisors | 3.24% | Add +5.0% | 126,921 | $12.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -6.1% | 124,608 | $12.5M |
| Stifel Financial Corp. | 0.01% | Reduce -8.0% | 121,841 | $12.3M |
| Municipal Employees' Retirement System of Michigan | 0.17% | Add +0.6% | 121,200 | $12.2M |
| AJ Advisors, LLC | 6.29% | Add +2.4% | 120,573 | $12.1M |
| American Money Management, LLC | 2.35% | Add +7.4% | 119,757 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.8% | 116,405 | $11.7M |
| CI Investments Inc. | 0.04% | New | 114,900 | $11.6M |
| BIP Wealth, LLC | 0.76% | Add +9.3% | 113,529 | $11.4M |
"% 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.