iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q3 2025 (September 30)768holders +11
66new positions
50sold out
2famous investors
$103.39avg. 13F price*
At the end of Q3 2025, 768 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 11 from Q2 2025. 66 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($3.1B), Betterment LLC ($428.0M) and LPL Financial LLC ($343.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $50.8M |
| Exits | 50 | $86.3M |
All 13F filers, Q2 2025 → Q3 2025: 8,190,953 shares bought and 2,481,340 shares sold, net +5,709,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| BlackRock, Inc. | 0.05% | Add +6.7% | 29,850,691 | $3.1B |
| Betterment LLC | 0.85% | Add +3.4% | 4,140,622 | $428.0M |
| LPL Financial LLC | 0.10% | Add +15.1% | 3,320,533 | $343.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +2.3% | 3,319,880 | $343.1M |
| FMR LLC | 0.02% | Reduce -3.1% | 2,870,590 | $296.7M |
| Ritholtz Wealth Management | 4.31% | Add +6.0% | 2,146,439 | $221.9M |
| Modera Wealth Management, LLC | 2.56% | Add +5.4% | 2,136,920 | $220.9M |
| Morgan Stanley | 0.01% | Add +2.0% | 1,823,297 | $188.5M |
| Bank of America Corp. | 0.01% | Add +8.7% | 1,755,257 | $181.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.1% | 1,525,836 | $157.7M |
| 3EDGE Asset Management, LP | 6.88% | Add +5.7% | 1,179,708 | $121.9M |
| O'shaughnessy Asset Management, LLC | 0.65% | Add +9.0% | 1,075,411 | $111.2M |
| Wealthcare Advisory Partners LLC | 2.29% | Add +3.8% | 1,061,967 | $109.8M |
| Dynasty Wealth Management, LLC | 1.42% | Add +10.4% | 1,028,495 | $106.3M |
| Quotient Wealth Partners, LLC | 2.79% | Add +6.0% | 984,113 | $101.7M |
| Partners Capital Investment Group, LLP | 3.79% | Add +13.1% | 923,723 | $95.5M |
| Ameriprise Financial Inc. | 0.02% | Add +16.8% | 921,732 | $95.2M |
| Flputnam Investment Management Co. | 1.33% | Add +6.6% | 862,244 | $89.1M |
| Assetmark, Inc. | 0.19% | Add +0.6% | 841,744 | $87.0M |
| Wealthcare Capital Management LLC | 8.73% | Add +3.4% | 831,486 | $85.9M |
| Destination Wealth Management | 2.17% | Add +2.5% | 762,548 | $78.8M |
| Raymond James Financial Inc. | 0.02% | Add +14.1% | 695,773 | $71.9M |
| Maseco LLP | 3.44% | Add +9.7% | 687,259 | $71.0M |
| Cetera Investment Advisers | 0.08% | Add +13.7% | 669,661 | $69.2M |
| State Street Corp. | 0.00% | Add +0.8% | 646,772 | $66.9M |
| Haverford Trust Co | 0.60% | Add +3.4% | 642,395 | $66.4M |
| Cerity Partners LLC | 0.10% | Add +2.6% | 614,561 | $63.3M |
| Keating Investment Counselors Inc. | 16.22% | Reduce -1.9% | 549,716 | $56.8M |
| Martin & Co. Inc. | 9.89% | No change | 537,540 | $55.6M |
| AlTi Global, Inc. | 1.30% | Reduce -0.1% | 535,357 | $55.3M |
| Renaissance Technologies | 0.07% | Reduce -12.7% | 534,400 | $55.2M |
| Modern Wealth Management, LLC | 1.08% | Reduce -13.6% | 530,231 | $54.8M |
| Tortoise Investment Management, LLC | 4.88% | Add +3.1% | 529,770 | $54.8M |
| M. Kulyk & Associates, LLC | 10.87% | Add +0.6% | 517,569 | $53.5M |
| Wells Fargo & Company | 0.01% | Add +12.7% | 503,236 | $52.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +155.2% | 503,045 | $52.0M |
| SCS Capital Management LLC | 0.57% | Reduce -1.3% | 502,177 | $51.9M |
| Empowered Funds, LLC | 0.49% | Add +79.5% | 475,113 | $48.9M |
| Amplius Wealth Advisors, LLC | 4.19% | Add +17600.5% | 469,418 | $48.5M |
| Abacus Planning Group, Inc. | 6.69% | Add +36.1% | 469,165 | $48.5M |
| Farther Finance Advisors, LLC | 0.69% | Add +113.7% | 444,538 | $45.9M |
| Elm Partners Management LLC | 2.30% | Reduce -0.9% | 443,839 | $45.9M |
| CENTRAL TRUST Co | 0.91% | Reduce -16.1% | 419,300 | $43.3M |
| LVW Advisors, LLC | 4.30% | Add +2.8% | 401,915 | $41.5M |
| Osaic Holdings, Inc. | 0.06% | Add +22.9% | 394,641 | $40.8M |
| Sigma Investment Counselors Inc. | 2.10% | Add +1.2% | 392,366 | $40.6M |
| Altfest L J & Co. Inc. | 4.38% | Reduce -12.8% | 380,108 | $39.3M |
| Victory Capital Management Inc. | 0.02% | No change | 368,869 | $38.1M |
| Summitry LLC | 1.53% | Reduce -1.1% | 350,606 | $36.2M |
| World Investment Advisors | 0.68% | Add +8.7% | 321,227 | $33.2M |
| Gould Asset Management LLC | 5.78% | Reduce -16.4% | 300,998 | $31.1M |
| Composition Wealth, LLC | 0.46% | Add +6120.7% | 294,301 | $30.4M |
| Austin Asset Management Co Inc | 5.66% | Add +4.1% | 287,836 | $29.8M |
| Kelman-Lazarov, Inc. | 4.32% | Add +5.6% | 281,671 | $29.1M |
| UBS Group AG | 0.01% | Add +22.1% | 267,249 | $27.6M |
| Prime Capital Investment Advisors, LLC | 0.34% | Add +3.5% | 265,028 | $27.4M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -1.8% | 262,929 | $27.2M |
| MML Investors Services, LLC | 0.07% | Reduce -3.6% | 262,433 | $27.1M |
| HighTower Advisors, LLC | 0.03% | Add +5.0% | 254,517 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.5% | 238,303 | $24.6M |
| Evoke Wealth, LLC | 0.50% | Add +8.8% | 233,903 | $24.2M |
| Rockland Trust Co. | 0.99% | Reduce -1.0% | 233,545 | $24.1M |
| NewEdge Advisors, LLC | 0.11% | Add +11.9% | 230,204 | $23.8M |
| Bank of New York Mellon Corp | 0.00% | Add +10.7% | 228,082 | $23.6M |
| MAI Capital Management | 0.15% | Add +4.4% | 225,729 | $23.3M |
| Sensible Financial Planning & Management, LLC. | 4.17% | Add +1.3% | 222,335 | $23.0M |
| Pure Financial Advisors, LLC | 0.37% | Reduce -3.6% | 221,799 | $22.9M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 216,361 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +202.5% | 211,359 | $21.8M |
| ProVise Management Group, LLC | 1.60% | Add +3.8% | 209,736 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.9% | 209,388 | $21.6M |
| JSF Financial, LLC | 4.76% | Reduce -4.0% | 207,812 | $21.5M |
| Stifel Financial Corp. | 0.02% | Add +7.8% | 204,120 | $21.1M |
| Baker Avenue Asset Management, LP | 0.50% | Reduce -9.5% | 202,512 | $20.9M |
| Seneca Financial Advisors LLC | 6.77% | Add +94.7% | 200,487 | $20.7M |
| Stordahl Capital Management, Inc. | 4.32% | Add +1.9% | 198,917 | $20.6M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +99.6% | 191,437 | $19.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +25.2% | 188,177 | $19.4M |
| Integrated Wealth Concepts LLC | 0.17% | Add +10.1% | 185,452 | $19.2M |
| OneDigital Investment Advisors LLC | 0.20% | Add +2.5% | 184,687 | $19.1M |
| Parcion Private Wealth LLC | 1.19% | Add +0.2% | 184,583 | $19.1M |
| Kestra Investment Management, LLC | 0.51% | Add +11.5% | 182,523 | $18.9M |
| DDFG, Inc | 4.31% | Add +9.4% | 180,698 | $18.7M |
| Portland Global Advisors LLC | 2.08% | Add +3.0% | 179,998 | $18.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.9% | 178,073 | $18.4M |
| Jeppson Wealth Management, LLC | 5.83% | Reduce -3.0% | 176,961 | $18.3M |
| Exencial Wealth Advisors, LLC | 0.59% | Add +13.0% | 175,669 | $18.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Reduce -0.4% | 173,177 | $17.9M |
| Deane Retirement Strategies, Inc. | 7.47% | Add +39.4% | 167,996 | $17.4M |
| Ancora Advisors LLC | 0.35% | Add +1.1% | 167,521 | $17.3M |
| Financial Gravity Asset Management, Inc. | 3.38% | — | 165,832 | $17.1M |
| Kwmg, LLC | 1.48% | Add +2.5% | 163,848 | $16.9M |
| Creative Planning | 0.01% | Reduce -4.4% | 163,600 | $16.9M |
| Arkansas Financial Group, Inc. | 2.48% | Add +3.0% | 162,820 | $16.8M |
| Prime Buchholz LLC | 9.08% | Add +83.2% | 159,870 | $16.5M |
| Walker Financial Services, Inc. | 6.38% | Reduce -5.7% | 158,632 | $16.4M |
| Park Avenue Securities LLC | 0.13% | Add +1.0% | 155,201 | $16.0M |
| First National Trust Co | 0.55% | Add +6.0% | 154,119 | $15.9M |
| New York Life Investment Management LLC | 0.14% | Reduce -62.3% | 150,059 | $15.5M |
| Burt Wealth Advisors | 3.58% | Add +3.7% | 141,137 | $14.6M |
"% 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.