iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q1 2026 (March 31)763holders −1
82new positions
76sold out
1famous investor
$102.50avg. 13F price*
At the end of Q1 2026, 763 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, down 1 from Q4 2025. 82 opened new positions and 76 sold out. The largest holders were BlackRock, Inc. ($4.4B), Betterment LLC ($464.1M) and LPL Financial LLC ($323.1M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $357.3M |
| Exits | 76 | $155.8M |
All 13F filers, Q4 2025 → Q1 2026: 25,811,776 shares bought and 10,544,932 shares sold, net +15,266,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 763 holders
| BlackRock, Inc. | 0.08% | Add +40.3% | 42,279,068 | $4.4B |
| Betterment LLC | 0.88% | Add +2.6% | 4,487,580 | $464.1M |
| LPL Financial LLC | 0.09% | Add +11.4% | 3,123,669 | $323.1M |
| Modera Wealth Management, LLC | 3.03% | Add +7.2% | 2,442,854 | $252.7M |
| Ritholtz Wealth Management | 4.32% | Add +6.8% | 2,409,803 | $249.2M |
| Morgan Stanley | 0.01% | Add +12.2% | 1,785,559 | $184.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 5.65% | Add +113.7% | 1,560,200 | $161.4M |
| Main Management Fund Advisors LLC | 12.76% | New | 2,480,600 | $152.0M |
| Coldstream Capital Management Inc. | 1.86% | Add +554.5% | 1,453,255 | $150.3M |
| Bank of America Corp. | 0.01% | Reduce -60.4% | 1,333,398 | $137.9M |
| Wealthcare Advisory Partners LLC | 2.43% | Add +5.3% | 1,209,342 | $125.1M |
| O'shaughnessy Asset Management, LLC | 0.60% | Add +3.9% | 1,163,284 | $120.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +31.1% | 1,125,270 | $116.4M |
| Partners Capital Investment Group, LLP | 3.83% | Reduce -23.7% | 983,845 | $101.8M |
| Ameriprise Financial Inc. | 0.02% | Add +16.5% | 973,318 | $100.7M |
| SCS Capital Management LLC | 1.06% | Add +78.3% | 967,994 | $100.1M |
| Farther Finance Advisors, LLC | 0.92% | Add +28.1% | 946,212 | $97.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -30.4% | 942,661 | $97.5M |
| Flputnam Investment Management Co. | 1.44% | Add +2.3% | 935,426 | $96.8M |
| Kestra Investment Management, LLC | 1.65% | Add +346.9% | 923,635 | $95.5M |
| Wealthcare Capital Management LLC | 9.49% | Add +6.7% | 917,536 | $94.9M |
| Tortoise Investment Management, LLC | 7.18% | Add +48.3% | 840,231 | $86.9M |
| Destination Wealth Management | 2.22% | Add +3.5% | 825,668 | $85.4M |
| Maseco LLP | 2.51% | Add +5.6% | 774,850 | $80.1M |
| Raymond James Financial Inc. | 0.02% | Add +4.7% | 772,578 | $79.9M |
| M. Kulyk & Associates, LLC | 14.03% | Add +37.2% | 726,680 | $75.2M |
| Haverford Trust Co | 0.67% | Add +6.3% | 708,230 | $73.3M |
| State Street Corp. | 0.00% | Reduce -0.7% | 652,613 | $67.5M |
| Dynasty Wealth Management, LLC | 0.59% | Reduce -40.6% | 650,096 | $67.2M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +15.0% | 640,243 | $66.2M |
| Keating Investment Counselors Inc. | 16.33% | Add +11.7% | 637,361 | $65.9M |
| Quotient Wealth Partners, LLC | 1.73% | Reduce -40.4% | 634,015 | $65.6M |
| Cerity Partners LLC | 0.09% | Reduce -0.6% | 629,364 | $64.9M |
| Abacus Planning Group, Inc. | 8.39% | Add +10.4% | 602,288 | $62.3M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 565,736 | $58.5M |
| Martin & Co. Inc. | 9.46% | No change | 537,540 | $55.6M |
| 3EDGE Asset Management, LP | 2.64% | Reduce -52.6% | 528,613 | $54.7M |
| FMR LLC | 0.00% | Reduce -80.0% | 527,406 | $54.5M |
| Amplius Wealth Advisors, LLC | 4.40% | Add +5.7% | 510,301 | $52.8M |
| Empowered Funds, LLC | 0.33% | Reduce -1.7% | 508,001 | $52.4M |
| AlTi Global, Inc. | 1.14% | Reduce -2.4% | 505,346 | $52.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +45.3% | 481,437 | $49.8M |
| Gould Asset Management LLC | 8.44% | Add +15.3% | 469,722 | $48.6M |
| Cetera Investment Advisers | 0.05% | Add +1.6% | 453,628 | $46.9M |
| Mercer Global Advisors Inc. | 0.07% | Add +487.3% | 429,384 | $44.4M |
| LVW Advisors, LLC | 4.22% | Add +2.5% | 418,646 | $43.3M |
| Sigma Investment Counselors Inc. | 2.23% | Add +1.7% | 407,325 | $42.1M |
| Altfest L J & Co. Inc. | 4.33% | Add +2.6% | 391,581 | $40.5M |
| Modern Wealth Management, LLC | 0.62% | Reduce -19.5% | 351,679 | $36.3M |
| CENTRAL TRUST Co | 0.71% | Reduce -4.0% | 348,215 | $36.0M |
| Summitry LLC | 1.22% | Reduce -3.6% | 335,086 | $34.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.7% | 317,303 | $32.8M |
| AMJ Financial Wealth Management | 7.72% | New | 314,997 | $32.6M |
| Kelman-Lazarov, Inc. | 4.62% | Add +2.8% | 311,471 | $32.2M |
| Austin Asset Management Co Inc | 5.42% | Add +7.0% | 310,550 | $32.1M |
| World Investment Advisors | 0.51% | Reduce -10.6% | 308,576 | $31.9M |
| Evoke Wealth, LLC | 0.58% | Add +19.9% | 306,484 | $31.7M |
| Prime Capital Investment Advisors, LLC | 0.36% | Add +4.5% | 302,644 | $31.3M |
| NewEdge Advisors, LLC | 0.11% | Add +60.7% | 285,672 | $29.5M |
| Creative Planning | 0.02% | Reduce -5.9% | 274,824 | $28.4M |
| UBS Group AG | 0.01% | Add +4.8% | 272,353 | $28.2M |
| Opus Capital Group, LLC | 2.99% | New | 268,570 | $27.8M |
| HighTower Advisors, LLC | 0.03% | Add +1.4% | 258,893 | $26.8M |
| Osaic Holdings, Inc. | 0.04% | Add +16.8% | 256,561 | $26.5M |
| Seneca Financial Advisors LLC | 7.54% | Add +6.1% | 248,663 | $25.7M |
| ProVise Management Group, LLC | 1.77% | Add +4.8% | 237,320 | $24.5M |
| Rockland Trust Co. | 0.98% | Add +1.9% | 236,135 | $24.4M |
| MAI Capital Management | 0.14% | Add +2.3% | 235,506 | $24.4M |
| Royal Bank of Canada | 0.00% | Add +16.0% | 231,665 | $24.0M |
| NorthRock Partners, LLC | 0.38% | Add +3.8% | 227,876 | $23.6M |
| Syon Capital LLC | 1.18% | New | 225,964 | $23.4M |
| SoundView Advisors Inc. | 8.04% | Add +3.9% | 218,439 | $22.6M |
| Walker Financial Services, Inc. | 7.61% | Add +14.4% | 215,048 | $22.2M |
| Integrated Wealth Concepts LLC | 0.18% | Add +28.8% | 212,212 | $21.9M |
| Stordahl Capital Management, Inc. | 4.52% | Add +2.4% | 211,973 | $21.9M |
| Pure Financial Advisors, LLC | 0.32% | Reduce -1.1% | 210,983 | $21.8M |
| AE Wealth Management LLC | 0.11% | Add +2918.1% | 204,023 | $21.1M |
| Deane Retirement Strategies, Inc. | 8.24% | Add +206229.2% | 198,076 | $20.5M |
| Arkansas Financial Group, Inc. | 2.80% | Add +6.3% | 194,455 | $20.1M |
| DDFG, Inc | 4.28% | Add +3.0% | 192,015 | $19.9M |
| Portland Global Advisors LLC | 2.10% | Add +1.9% | 190,454 | $19.7M |
| Parcion Private Wealth LLC | 1.22% | Add +1.8% | 190,109 | $19.7M |
| Financial Gravity Asset Management, Inc. | 3.43% | Add +3.2% | 186,235 | $19.3M |
| Ancora Advisors LLC | 0.40% | Add +0.4% | 181,566 | $18.8M |
| Exencial Wealth Advisors, LLC | 0.58% | Add +1.9% | 181,263 | $18.7M |
| Elm Partners Management LLC | 0.80% | Reduce -58.2% | 179,257 | $18.5M |
| Stadion Money Management, LLC | 1.86% | Reduce -1.0% | 178,430 | $18.5M |
| Kwmg, LLC | 1.50% | Add +3.8% | 173,959 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -10.6% | 173,642 | $18.0M |
| Jeppson Wealth Management, LLC | 5.56% | Add +0.4% | 171,466 | $17.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -2.0% | 170,271 | $17.6M |
| NorthCoast Asset Management LLC | 0.40% | Add +111.9% | 168,427 | $17.4M |
| Prime Buchholz LLC | 8.76% | Add +59.1% | 162,116 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Add +19.2% | 158,604 | $16.4M |
| Northland Capital Management LLC | 8.94% | Add +60.2% | 158,107 | $16.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.7% | 157,585 | $16.3M |
| BIP Wealth, LLC | 0.65% | Add +5.4% | 154,557 | $16.0M |
| Valmark Advisers, Inc. | 0.19% | Add +0.2% | 153,892 | $15.9M |
| AJ Advisors, LLC | 5.66% | Add +3.9% | 147,499 | $15.3M |
| MML Investors Services, LLC | 0.04% | Add +8.9% | 146,143 | $15.1M |
"% 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.