iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q4 2025 (December 31)764holders −4
59new positions
97sold out
2famous investors
$102.40avg. 13F price*
At the end of Q4 2025, 764 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, down 4 from Q3 2025. 59 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($3.1B), Betterment LLC ($447.6M) and Bank of America Corp. ($345.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $183.6M |
| Exits | 97 | $90.9M |
All 13F filers, Q3 2025 → Q4 2025: 8,312,484 shares bought and 9,187,876 shares sold, net −875,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| BlackRock, Inc. | 0.05% | Add +0.9% | 30,132,832 | $3.1B |
| Betterment LLC | 0.85% | Add +5.6% | 4,371,869 | $447.6M |
| Bank of America Corp. | 0.03% | Add +92.0% | 3,369,489 | $345.0M |
| LPL Financial LLC | 0.08% | Reduce -15.6% | 2,803,155 | $287.0M |
| FMR LLC | 0.01% | Reduce -8.2% | 2,634,357 | $269.7M |
| Modera Wealth Management, LLC | 2.70% | Add +6.7% | 2,279,268 | $233.4M |
| Ritholtz Wealth Management | 4.22% | Add +5.1% | 2,255,855 | $231.0M |
| Morgan Stanley | 0.01% | Reduce -12.7% | 1,591,996 | $163.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.3% | 1,353,527 | $138.6M |
| Partners Capital Investment Group, LLP | 4.92% | Add +39.7% | 1,290,115 | $132.1M |
| Wealthcare Advisory Partners LLC | 2.31% | Add +8.2% | 1,148,502 | $117.6M |
| O'shaughnessy Asset Management, LLC | 0.63% | Add +4.1% | 1,119,136 | $114.6M |
| 3EDGE Asset Management, LP | 5.93% | Reduce -5.4% | 1,115,702 | $114.2M |
| Dynasty Wealth Management, LLC | 1.10% | Add +6.4% | 1,094,255 | $112.0M |
| Quotient Wealth Partners, LLC | 2.90% | Add +8.1% | 1,063,814 | $108.9M |
| Flputnam Investment Management Co. | 1.36% | Add +6.0% | 914,329 | $93.6M |
| Wealthcare Capital Management LLC | 8.74% | Add +3.4% | 860,058 | $88.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -74.2% | 858,287 | $87.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.4% | 835,444 | $85.5M |
| Destination Wealth Management | 2.14% | Add +4.7% | 798,027 | $81.7M |
| Farther Finance Advisors, LLC | 0.81% | Add +66.1% | 738,524 | $75.6M |
| Raymond James Financial Inc. | 0.02% | Add +6.1% | 738,214 | $75.6M |
| Maseco LLP | 3.27% | Add +6.7% | 733,508 | $75.1M |
| Adventist Health System Sunbelt Healthcare Corp. | 2.23% | New | 730,000 | $74.7M |
| Haverford Trust Co | 0.61% | Add +3.8% | 666,530 | $68.2M |
| State Street Corp. | 0.00% | Add +1.6% | 657,431 | $67.3M |
| Cerity Partners LLC | 0.09% | Add +3.1% | 633,446 | $64.7M |
| Keating Investment Counselors Inc. | 16.20% | Add +3.8% | 570,802 | $58.4M |
| Tortoise Investment Management, LLC | 5.09% | Add +6.9% | 566,503 | $58.0M |
| Wells Fargo & Company | 0.01% | Add +11.7% | 562,043 | $57.5M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +190.8% | 556,671 | $57.0M |
| Abacus Planning Group, Inc. | 7.44% | Add +16.3% | 545,598 | $55.9M |
| SCS Capital Management LLC | 0.59% | Add +8.1% | 542,986 | $55.6M |
| Martin & Co. Inc. | 9.45% | No change | 537,540 | $55.0M |
| M. Kulyk & Associates, LLC | 10.36% | Add +2.3% | 529,593 | $54.2M |
| AlTi Global, Inc. | 1.14% | Reduce -3.3% | 517,838 | $53.0M |
| Empowered Funds, LLC | 0.90% | Add +8.7% | 516,640 | $52.9M |
| Amplius Wealth Advisors, LLC | 4.15% | Add +2.8% | 482,698 | $49.4M |
| Assetmark, Inc. | 0.09% | Reduce -46.2% | 452,502 | $46.3M |
| Cetera Investment Advisers | 0.05% | Reduce -33.4% | 446,272 | $45.7M |
| Modern Wealth Management, LLC | 0.82% | Reduce -17.6% | 436,684 | $44.7M |
| Elm Partners Management LLC | 1.99% | Reduce -3.4% | 428,603 | $43.9M |
| LVW Advisors, LLC | 4.24% | Add +1.6% | 408,434 | $41.8M |
| Gould Asset Management LLC | 7.39% | Add +35.3% | 407,264 | $41.7M |
| Sigma Investment Counselors Inc. | 2.08% | Add +2.1% | 400,463 | $41.0M |
| Altfest L J & Co. Inc. | 4.28% | Add +0.4% | 381,591 | $39.1M |
| CENTRAL TRUST Co | 0.73% | Reduce -13.5% | 362,634 | $37.1M |
| SB Capital Management Inc | 13.55% | — | 361,193 | $37.0M |
| Summitry LLC | 1.49% | Reduce -0.8% | 347,762 | $35.6M |
| World Investment Advisors | 0.58% | Add +7.5% | 345,191 | $35.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -34.1% | 331,428 | $33.9M |
| Kelman-Lazarov, Inc. | 4.43% | Add +7.6% | 303,015 | $31.0M |
| Jane Street Group, LLC | 0.04% | Add +4062.8% | 301,594 | $30.9M |
| Composition Wealth, LLC | 0.44% | Add +2.4% | 301,332 | $30.9M |
| Creative Planning | 0.02% | Add +78.6% | 292,169 | $29.9M |
| Austin Asset Management Co Inc | 5.08% | Add +0.8% | 290,086 | $29.7M |
| Prime Capital Investment Advisors, LLC | 0.36% | Add +9.2% | 289,510 | $29.6M |
| Victory Capital Management Inc. | 0.02% | Reduce -24.2% | 279,562 | $28.6M |
| UBS Group AG | 0.01% | Reduce -2.7% | 259,996 | $26.6M |
| Evoke Wealth, LLC | 0.50% | Add +9.3% | 255,665 | $26.2M |
| HighTower Advisors, LLC | 0.03% | Add +0.3% | 255,185 | $26.1M |
| Seneca Financial Advisors LLC | 7.30% | Add +16.9% | 234,385 | $24.0M |
| Rockland Trust Co. | 0.93% | Reduce -0.8% | 231,657 | $23.7M |
| MAI Capital Management | 0.14% | Add +2.0% | 230,231 | $23.6M |
| ProVise Management Group, LLC | 1.65% | Add +7.9% | 226,345 | $23.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.2% | 225,867 | $23.1M |
| Coldstream Capital Management Inc. | 0.30% | Add +871.0% | 222,052 | $22.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -44.3% | 219,728 | $22.5M |
| NorthRock Partners, LLC | 0.38% | New | 219,624 | $22.5M |
| JSF Financial, LLC | 4.60% | Add +4.4% | 216,970 | $22.2M |
| Pure Financial Advisors, LLC | 0.33% | Reduce -3.8% | 213,300 | $21.8M |
| SoundView Advisors Inc. | 7.51% | New | 210,264 | $21.5M |
| Stordahl Capital Management, Inc. | 4.36% | Add +4.1% | 207,093 | $21.2M |
| Kestra Investment Management, LLC | 0.52% | Add +13.3% | 206,700 | $21.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 199,724 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -7.3% | 194,205 | $19.9M |
| Walker Financial Services, Inc. | 6.97% | Add +18.5% | 187,932 | $19.2M |
| Portland Global Advisors LLC | 2.05% | Add +3.9% | 186,931 | $19.1M |
| Parcion Private Wealth LLC | 1.16% | Add +1.2% | 186,823 | $19.1M |
| DDFG, Inc | 4.18% | Add +3.1% | 186,354 | $19.1M |
| Arkansas Financial Group, Inc. | 2.70% | Add +12.3% | 182,916 | $18.7M |
| Ancora Advisors LLC | 0.38% | Add +8.0% | 180,831 | $18.5M |
| Financial Gravity Asset Management, Inc. | 3.56% | Add +8.8% | 180,432 | $18.5M |
| Stadion Money Management, LLC | 1.50% | Add +43.8% | 180,229 | $18.5M |
| Exencial Wealth Advisors, LLC | 0.58% | Add +1.2% | 177,809 | $18.2M |
| NewEdge Advisors, LLC | 0.07% | Reduce -22.8% | 177,769 | $18.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.0% | 177,558 | $18.2M |
| Citadel Advisors | 0.01% | New | 177,273 | $18.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.32% | Add +0.4% | 173,830 | $17.8M |
| Jeppson Wealth Management, LLC | 5.54% | Reduce -3.5% | 170,803 | $17.5M |
| Kwmg, LLC | 1.48% | Add +2.3% | 167,651 | $17.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.1% | 167,148 | $17.1M |
| BNP Paribas Financial Markets | 0.01% | Add +804.2% | 166,473 | $17.0M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -11.2% | 164,776 | $16.9M |
| Valmark Advisers, Inc. | 0.19% | Add +22.8% | 153,614 | $15.7M |
| First National Trust Co | 0.51% | Reduce -4.1% | 147,860 | $15.1M |
| BIP Wealth, LLC | 0.53% | Add +4.9% | 146,607 | $15.0M |
| AJ Advisors, LLC | 5.37% | Add +8.0% | 141,995 | $14.5M |
| American Money Management, LLC | 2.23% | Add +5.7% | 138,281 | $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.