iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q1 2025 (March 31)656holders +30
80new positions
44sold out
3famous investors
$102.81avg. 13F price*
At the end of Q1 2025, 656 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 30 from Q4 2024. 80 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($2.9B), Betterment LLC ($395.5M) and FMR LLC ($327.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $302.2M |
| Exits | 44 | $60.0M |
All 13F filers, Q4 2024 → Q1 2025: 13,013,020 shares bought and 2,625,019 shares sold, net +10,388,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 656 holders
| BlackRock, Inc. | 0.06% | Add +13.7% | 28,353,081 | $2.9B |
| Betterment LLC | 0.94% | Reduce -5.6% | 3,822,211 | $395.5M |
| FMR LLC | 0.02% | Reduce -4.3% | 3,168,302 | $327.8M |
| Modera Wealth Management, LLC | 2.74% | Add +3.3% | 1,957,487 | $202.5M |
| Ritholtz Wealth Management | 5.50% | Add +13.1% | 1,777,451 | $183.9M |
| LPL Financial LLC | 0.06% | Add +4.3% | 1,604,696 | $166.0M |
| Morgan Stanley | 0.01% | Add +12.0% | 1,358,208 | $140.5M |
| JPMorgan Chase & Co. | 0.01% | Add +117.6% | 1,150,642 | $119.1M |
| 3EDGE Asset Management, LP | 7.69% | Reduce -13.3% | 1,093,437 | $113.1M |
| Partners Capital Investment Group, LLP | 1.74% | Add +51.9% | 994,985 | $103.0M |
| Dynasty Wealth Management, LLC | 1.63% | Add +115.2% | 946,182 | $97.9M |
| Bank of America Corp. | 0.01% | Reduce -21.7% | 943,889 | $97.7M |
| Wealthcare Advisory Partners LLC | 2.59% | Add +3.9% | 933,682 | $96.6M |
| O'shaughnessy Asset Management, LLC | 0.77% | Add +10.3% | 921,891 | $95.4M |
| Quotient Wealth Partners, LLC | 2.99% | Add +108.5% | 904,284 | $93.6M |
| Renaissance Technologies | 0.14% | Add +93.5% | 902,300 | $93.4M |
| Assetmark, Inc. | 0.24% | Add +47.8% | 855,388 | $88.5M |
| Wealthcare Capital Management LLC | 8.13% | Add +0.3% | 775,136 | $80.2M |
| Destination Wealth Management | 2.42% | Add +2.6% | 741,426 | $76.7M |
| Flputnam Investment Management Co. | 1.44% | Add +4.9% | 740,606 | $76.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +37.8% | 711,315 | $73.6M |
| State Street Corp. | 0.00% | Reduce -5.8% | 638,882 | $66.1M |
| Modern Wealth Management, LLC | 2.06% | Reduce -2.3% | 622,991 | $64.5M |
| Haverford Trust Co | 0.64% | Add +3.0% | 610,484 | $63.2M |
| Ameriprise Financial Inc. | 0.02% | Add +11.4% | 585,501 | $60.6M |
| AlTi Global, Inc. | 1.57% | Reduce -11.1% | 579,377 | $59.9M |
| Elm Partners Management LLC | 3.71% | Add +209.7% | 556,718 | $57.6M |
| Cerity Partners LLC | 0.12% | Add +5.1% | 542,458 | $55.9M |
| Martin & Co. Inc. | 10.74% | New | 537,540 | $55.6M |
| Keating Investment Counselors Inc. | 15.76% | Reduce -3.4% | 504,998 | $52.3M |
| SCS Capital Management LLC | 0.65% | Add +64.2% | 495,768 | $51.3M |
| Tortoise Investment Management, LLC | 5.31% | Add +6.5% | 492,944 | $51.0M |
| Raymond James Financial Inc. | 0.02% | Add +21.5% | 488,546 | $50.5M |
| M. Kulyk & Associates, LLC | 11.43% | Reduce -7.3% | 482,893 | $50.0M |
| Victory Capital Management Inc. | 0.05% | Add +17.4% | 434,451 | $45.0M |
| CENTRAL TRUST Co | 1.09% | Add +3.1% | 430,063 | $44.5M |
| LVW Advisors, LLC | 4.97% | Add +4.7% | 398,597 | $41.2M |
| Cetera Investment Advisers | 0.08% | Add +5.0% | 390,586 | $40.4M |
| Sigma Investment Counselors Inc. | 2.41% | Add +1.6% | 380,458 | $39.4M |
| Summitry LLC | 1.95% | Reduce -1.1% | 371,070 | $38.4M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 368,227 | $38.1M |
| Integrated Wealth Concepts LLC | 0.41% | Add +14.3% | 337,481 | $34.9M |
| Gould Asset Management LLC | 6.67% | Add +6.3% | 312,662 | $32.4M |
| New York Life Investment Management LLC | 0.33% | Reduce -6.6% | 310,126 | $32.1M |
| World Investment Advisors | 0.83% | New | 308,537 | $31.9M |
| Abacus Planning Group, Inc. | 5.50% | Add +5.8% | 303,160 | $31.4M |
| Austin Asset Management Co Inc | 6.17% | Reduce -1.9% | 272,255 | $28.2M |
| Kelman-Lazarov, Inc. | 4.95% | Add +4.1% | 263,406 | $27.3M |
| Empowered Funds, LLC | 0.38% | Add +1.9% | 259,050 | $26.8M |
| Prime Capital Investment Advisors, LLC | 0.31% | Add +29.1% | 254,315 | $26.3M |
| Pure Financial Advisors, LLC | 0.53% | Reduce -3.9% | 242,653 | $25.1M |
| Rockland Trust Co. | 1.22% | Add +5.6% | 234,849 | $24.3M |
| JSF Financial, LLC | 6.31% | New | 231,040 | $23.9M |
| MAI Capital Management | 0.18% | Add +3.8% | 229,708 | $23.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +6.0% | 226,878 | $23.5M |
| Royal Bank of Canada | 0.01% | Add +21.9% | 223,220 | $23.1M |
| Thrive Capital Management, LLC | 13.77% | New | 455,294 | $23.0M |
| Baker Avenue Asset Management, LP | 0.72% | New | 221,210 | $22.9M |
| Sensible Financial Planning & Management, LLC. | 4.48% | Add +2.6% | 216,913 | $22.4M |
| Evoke Wealth, LLC | 0.56% | Add +516.4% | 208,130 | $21.5M |
| UBS Group AG | 0.00% | Add +8.5% | 207,018 | $21.4M |
| ProVise Management Group, LLC | 1.79% | Add +8.7% | 203,370 | $21.0M |
| HighTower Advisors, LLC | 0.03% | Add +3.4% | 203,272 | $21.0M |
| Prime Buchholz LLC | 7.12% | Add +14.3% | 197,045 | $20.4M |
| Jane Street Group, LLC | 0.04% | New | 195,518 | $20.2M |
| CI Investments Inc. | 0.09% | Add +70.1% | 195,425 | $20.2M |
| Parkside Advisors LLC | 4.84% | Reduce -0.2% | 194,417 | $20.1M |
| Stordahl Capital Management, Inc. | 4.70% | Add +1.2% | 191,471 | $19.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.51% | Reduce -2.8% | 190,663 | $19.7M |
| Townsquare Capital LLC | 0.20% | Add +3.4% | 185,852 | $19.2M |
| Jeppson Wealth Management, LLC | 6.97% | Reduce -0.1% | 183,940 | $19.0M |
| Portland Global Advisors LLC | 2.38% | Add +1.6% | 182,440 | $18.9M |
| Parcion Private Wealth LLC | 1.54% | New | 182,122 | $18.8M |
| Creative Planning | 0.02% | Reduce -1.6% | 181,608 | $18.8M |
| Jacobson & Schmitt Advisors, LLC | 3.83% | Add +3.8% | 181,317 | $18.8M |
| SoundView Advisors Inc. | 7.27% | Add +2.2% | 170,225 | $17.6M |
| Ancora Advisors LLC | 0.38% | Add +3.7% | 166,056 | $17.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.8% | 165,323 | $17.1M |
| Corient Private Wealth LP | 0.03% | Reduce -4.8% | 161,485 | $16.7M |
| Kwmg, LLC | 1.68% | Add +2.0% | 159,846 | $16.5M |
| Walker Financial Services, Inc. | 8.49% | Add +11.5% | 156,640 | $16.2M |
| Arkansas Financial Group, Inc. | 2.79% | Add +10.7% | 157,354 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.1% | 153,142 | $15.8M |
| Financial Gravity Asset Management, Inc. | 3.45% | — | 152,982 | $15.8M |
| Talon Private Wealth, LLC | 2.06% | Reduce -7.7% | 149,344 | $15.4M |
| Blueprint Investment Partners LLC | 2.79% | New | 147,365 | $15.2M |
| Capitolis Liquid Global Markets LLC | 0.13% | New | 147,100 | $15.2M |
| Family Firm, Inc. | 3.39% | Add +2.1% | 146,868 | $15.2M |
| Amundi | 0.01% | No change | 138,000 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +220.6% | 136,055 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +16.6% | 135,711 | $14.0M |
| Stadion Money Management, LLC | 1.38% | Reduce -6.7% | 133,902 | $13.9M |
| Guggenheim Capital LLC | 0.13% | Add +0.6% | 133,256 | $13.8M |
| Burt Wealth Advisors | 3.44% | Add +4.5% | 132,649 | $13.7M |
| Galvin, Gaustad & Stein, LLC | 1.24% | Add +0.4% | 132,295 | $13.7M |
| Valmark Advisers, Inc. | 0.21% | Add +0.8% | 132,219 | $13.7M |
| Mutual Advisors, LLC | 0.39% | Add +325.2% | 131,492 | $13.6M |
| American Money Management, LLC | 2.45% | Add +4.1% | 124,657 | $12.9M |
| AJ Advisors, LLC | 6.49% | Add +1.6% | 122,550 | $12.7M |
| First National Trust Co | 0.51% | Add +3398.9% | 122,461 | $12.7M |
"% 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.