iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q2 2025 (June 30)757holders +101
142new positions
48sold out
4famous investors
$102.90avg. 13F price*
At the end of Q2 2025, 757 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 101 from Q1 2025. 142 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($2.9B), Betterment LLC ($412.3M) and Envestnet Asset Management Inc. ($333.9M). 4 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $215.9M |
| Exits | 48 | $90.5M |
All 13F filers, Q1 2025 → Q2 2025: 13,361,441 shares bought and 3,972,531 shares sold, net +9,388,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| BlackRock, Inc. | 0.06% | Reduce -1.3% | 27,983,034 | $2.9B |
| Betterment LLC | 0.88% | Add +4.8% | 4,006,464 | $412.3M |
| Envestnet Asset Management Inc. | 0.10% | Add +356.2% | 3,245,078 | $333.9M |
| FMR LLC | 0.02% | Reduce -6.5% | 2,962,462 | $304.9M |
| LPL Financial LLC | 0.10% | Add +79.7% | 2,883,812 | $296.8M |
| Modera Wealth Management, LLC | 2.58% | Add +3.6% | 2,027,657 | $208.7M |
| Ritholtz Wealth Management | 4.60% | Add +13.9% | 2,024,720 | $208.4M |
| Morgan Stanley | 0.01% | Add +31.6% | 1,787,537 | $184.0M |
| Bank of America Corp. | 0.01% | Add +71.1% | 1,615,034 | $166.2M |
| JPMorgan Chase & Co. | 0.01% | Add +34.1% | 1,543,492 | $158.8M |
| 3EDGE Asset Management, LP | 7.14% | Add +2.1% | 1,116,519 | $114.9M |
| Wealthcare Advisory Partners LLC | 2.40% | Add +9.6% | 1,023,587 | $105.3M |
| O'shaughnessy Asset Management, LLC | 0.69% | Add +7.1% | 986,933 | $101.6M |
| Dynasty Wealth Management, LLC | 1.63% | Reduce -1.5% | 931,850 | $95.9M |
| Quotient Wealth Partners, LLC | 2.81% | Add +2.6% | 928,140 | $95.5M |
| Assetmark, Inc. | 0.20% | Reduce -2.2% | 836,908 | $86.1M |
| Partners Capital Investment Group, LLP | 3.40% | Reduce -17.9% | 816,725 | $84.0M |
| Flputnam Investment Management Co. | 1.43% | Add +9.2% | 808,808 | $83.2M |
| Wealthcare Capital Management LLC | 8.75% | Add +3.7% | 804,088 | $82.7M |
| Ameriprise Financial Inc. | 0.02% | Add +34.8% | 789,010 | $81.3M |
| Destination Wealth Management | 2.24% | Add +0.3% | 743,770 | $76.5M |
| State Street Corp. | 0.00% | Add +0.5% | 641,945 | $66.1M |
| Maseco LLP | 2.45% | — | 626,520 | $64.5M |
| Haverford Trust Co | 0.61% | Add +1.8% | 621,236 | $63.9M |
| Modern Wealth Management, LLC | 1.56% | Reduce -1.5% | 613,825 | $63.2M |
| Renaissance Technologies | 0.08% | Reduce -32.2% | 612,100 | $63.0M |
| Raymond James Financial Inc. | 0.02% | Add +24.8% | 609,857 | $62.8M |
| Cerity Partners LLC | 0.11% | Add +10.4% | 598,673 | $61.4M |
| Cetera Investment Advisers | 0.10% | Add +50.8% | 589,025 | $60.6M |
| Keating Investment Counselors Inc. | 17.42% | Add +10.9% | 560,198 | $57.7M |
| Martin & Co. Inc. | 10.18% | No change | 537,540 | $55.3M |
| AlTi Global, Inc. | 1.38% | Reduce -7.5% | 535,966 | $55.2M |
| M. Kulyk & Associates, LLC | 11.50% | Add +6.6% | 514,602 | $53.0M |
| Tortoise Investment Management, LLC | 5.05% | Add +4.3% | 513,987 | $52.9M |
| SCS Capital Management LLC | 0.58% | Add +2.6% | 508,917 | $52.4M |
| CENTRAL TRUST Co | 1.19% | Add +16.2% | 499,794 | $51.4M |
| Elm Partners Management LLC | 2.68% | Reduce -19.6% | 447,837 | $46.1M |
| Wells Fargo & Company | 0.01% | Add +21.3% | 446,650 | $46.0M |
| Altfest L J & Co. Inc. | 5.29% | Add +1229.1% | 435,897 | $44.9M |
| New York Life Investment Management LLC | 0.38% | Add +28.4% | 398,190 | $41.0M |
| LVW Advisors, LLC | 4.51% | Reduce -1.9% | 391,145 | $40.3M |
| Sigma Investment Counselors Inc. | 2.20% | Add +1.9% | 387,831 | $39.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -15.1% | 368,869 | $38.0M |
| Gould Asset Management LLC | 7.26% | Add +15.2% | 360,069 | $37.1M |
| Summitry LLC | 1.66% | Reduce -4.4% | 354,682 | $36.5M |
| Abacus Planning Group, Inc. | 5.28% | Add +13.8% | 344,830 | $35.5M |
| Osaic Holdings, Inc. | 0.06% | Add +223.1% | 321,093 | $33.1M |
| World Investment Advisors | 0.69% | Reduce -4.2% | 295,566 | $30.4M |
| Austin Asset Management Co Inc | 5.76% | Add +1.6% | 276,603 | $28.5M |
| MML Investors Services, LLC | 0.08% | Add +131.3% | 272,321 | $28.0M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +539.7% | 267,611 | $27.5M |
| Kelman-Lazarov, Inc. | 4.45% | Add +1.3% | 266,709 | $27.4M |
| Empowered Funds, LLC | 0.31% | Add +2.2% | 264,684 | $27.2M |
| Prime Capital Investment Advisors, LLC | 0.35% | Add +0.7% | 256,033 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +8.8% | 246,903 | $25.3M |
| Mutual Advisors, LLC | 0.63% | Add +85.5% | 243,861 | $25.1M |
| HighTower Advisors, LLC | 0.03% | Add +19.2% | 242,307 | $24.9M |
| Rockland Trust Co. | 1.18% | Add +0.5% | 236,001 | $24.3M |
| Pure Financial Advisors, LLC | 0.42% | Reduce -5.2% | 230,141 | $23.7M |
| Baker Avenue Asset Management, LP | 0.66% | Add +1.2% | 223,857 | $23.0M |
| Sensible Financial Planning & Management, LLC. | 4.29% | Add +1.2% | 219,485 | $22.6M |
| UBS Group AG | 0.00% | Add +5.8% | 218,915 | $22.5M |
| JSF Financial, LLC | 5.29% | Reduce -6.3% | 216,393 | $22.3M |
| MAI Capital Management | 0.15% | Reduce -5.9% | 216,163 | $22.2M |
| Evoke Wealth, LLC | 0.52% | Add +3.3% | 215,032 | $22.1M |
| Farther Finance Advisors, LLC | 0.43% | Add +334.5% | 208,041 | $21.4M |
| Bank of New York Mellon Corp | 0.00% | Add +344.5% | 206,019 | $21.2M |
| NewEdge Advisors, LLC | 0.11% | Add +104.3% | 205,736 | $21.2M |
| Royal Bank of Canada | 0.00% | Reduce -8.9% | 203,250 | $20.9M |
| ProVise Management Group, LLC | 1.64% | Reduce -0.7% | 202,030 | $20.8M |
| Parkside Advisors LLC | 4.46% | Add +1.4% | 197,185 | $20.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +44.9% | 197,084 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +27.9% | 195,859 | $20.2M |
| Stordahl Capital Management, Inc. | 4.46% | Add +1.9% | 195,163 | $20.1M |
| Stifel Financial Corp. | 0.02% | Add +55.8% | 189,372 | $19.5M |
| SoundView Advisors Inc. | 7.14% | Add +10.6% | 188,220 | $19.4M |
| Parcion Private Wealth LLC | 1.35% | Add +1.1% | 184,187 | $19.0M |
| Jacobson & Schmitt Advisors, LLC | 3.35% | Add +1.4% | 183,820 | $18.9M |
| Jeppson Wealth Management, LLC | 6.49% | Reduce -0.8% | 182,440 | $18.8M |
| OneDigital Investment Advisors LLC | 0.21% | Add +1556.1% | 180,096 | $18.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +6.8% | 176,562 | $18.2M |
| Portland Global Advisors LLC | 2.12% | Reduce -4.2% | 174,789 | $18.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.40% | Reduce -8.8% | 173,838 | $17.9M |
| Creative Planning | 0.01% | Reduce -5.8% | 171,123 | $17.6M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -50.1% | 168,453 | $17.3M |
| Walker Financial Services, Inc. | 7.87% | Add +7.3% | 168,147 | $17.3M |
| Ancora Advisors LLC | 0.36% | Reduce -0.2% | 165,717 | $17.1M |
| DDFG, Inc | 4.28% | New | 165,179 | $17.0M |
| Kestra Investment Management, LLC | 0.51% | New | 163,757 | $16.9M |
| Financial Gravity Companies, Inc. | 3.28% | — | 162,378 | $16.7M |
| Kwmg, LLC | 1.55% | Add +0.0% | 159,895 | $16.5M |
| Arkansas Financial Group, Inc. | 2.53% | Add +0.5% | 158,155 | $16.3M |
| Exencial Wealth Advisors, LLC | 0.56% | Add +37.5% | 155,418 | $16.0M |
| Park Avenue Securities LLC | 0.15% | Add +823.6% | 153,601 | $15.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +2318.2% | 150,337 | $15.5M |
| Family Firm, Inc. | 3.69% | Add +1.4% | 148,850 | $15.3M |
| First National Trust Co | 0.56% | Add +18.7% | 145,384 | $15.0M |
| Corient Private Wealth LP | 0.02% | Reduce -11.2% | 143,428 | $14.8M |
| Truist Financial Corp. | 0.02% | Add +57.8% | 138,405 | $14.2M |
| Amundi | 0.00% | No change | 138,000 | $14.1M |
"% 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.