iShares Tips Bond ETFTIPETF

13F holders, Q1 2024 (March 31)
1,044holders
3famous investors
$105.62avg. 13F price*

At the end of Q1 2024, 1,044 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings. The largest holders were BlackRock Inc. ($3.7B), Bank of America Corp. ($1.3B) and Morgan Stanley ($500.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares Tips Bond ETF
CUSIP
464287176
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions64$561.4M
Exits116$129.7M

Ownership 1,044 holders

BlackRock Inc. 0.09% Add +6.1% 34,550,743 $3.7B
Bank of America Corp. 0.13% Reduce -0.9% 11,951,960 $1.3B
Morgan Stanley 0.04% Reduce -7.0% 4,656,931 $500.2M
JPMorgan Chase & Co. 0.04% Reduce -8.2% 3,707,395 $398.2M
Charles Schwab Investment Management Inc. 0.09% Reduce -2.8% 3,510,453 $377.1M
FMR LLC 0.02% Reduce -0.2% 3,380,032 $363.0M
Envestnet Asset Management Inc. 0.13% Add +4.5% 3,228,800 $346.8M
Mitsubishi UFJ Trust & Banking Corp 0.46% New 1,880,000 $201.9M
UBS Group AG 0.06% Reduce -3.4% 1,800,922 $193.4M
LPL Financial LLC 0.08% Reduce -11.8% 1,460,373 $156.9M
Matson Money. Inc. 4.66% Reduce -0.0% 1,307,501 $140.4M
Sumitomo Life Insurance Co. 3.57% Add +102.5% 1,280,653 $137.6M
Evoke Wealth, LLC 3.89% New 1,217,757 $130.8M
Wells Fargo & Company 0.03% Reduce -10.9% 1,156,369 $124.2M
HSBC Holdings PLC 0.09% Add +2980.0% 1,141,210 $122.6M
FIL Ltd 0.12% Reduce -2.5% 1,082,393 $116.3M
WealthNavi Inc. 1.44% Reduce -10.8% 1,007,055 $108.2M
Bank Julius Baer & Co. Ltd, Zurich 0.41% Reduce -1.2% 997,797 $107.2M
CI Investments Inc. 0.42% Reduce -0.4% 980,350 $105.3M
PNC Financial Services Group, Inc. 0.07% Reduce -10.5% 920,779 $98.9M
Schroder Investment Management Group 0.12% New 910,568 $97.8M
Goldman Sachs Group Inc. 0.02% Add +362.4% 838,736 $90.1M
Qube Research & Technologies Ltd 0.15% Add +15.2% 787,632 $84.6M
Ameriprise Financial Inc. 0.02% Reduce -19.8% 747,067 $80.2M
Keybank National Association 0.30% Reduce -6.2% 685,923 $73.7M
Royal Bank of Canada 0.02% Reduce -3.0% 617,306 $66.3M
Rock Creek Group LLC 7.73% Add +0.5% 2,770,603 $61.4M
3EDGE Asset Management, LP 4.71% Reduce -4.1% 562,264 $60.4M
Cwm, LLC 0.29% Reduce -0.1% 550,355 $59.1M
Marshall Wace, LLP 0.10% Add +169.7% 544,731 $58.5M
Partners Capital Investment Group, LLP 1.68% Reduce -46.4% 522,788 $56.2M
Viewpoint Investment Partners Corp. 38.13% Add +31.5% 464,000 $49.8M
Commonwealth Equity Services, LLC 0.08% Add +1.3% 455,508 $48.9M
Stifel Financial Corp. 0.06% Reduce -1.7% 454,294 $48.8M
Man Group plc 0.13% Add +42.8% 435,095 $46.7M
Northwestern Mutual Wealth Management Co. 0.05% Add +0.9% 425,784 $45.7M
Cetera Investment Advisers 0.11% Add +192.4% 422,694 $45.4M
Osaic Holdings, Inc. 0.10% Reduce -49.0% 409,567 $44.0M
Spire Wealth Management 0.78% Reduce -1.6% 101,020 $42.2M
Schonfeld Strategic Advisors LLC 0.33% Add +552.0% 390,261 $41.9M
Money Design Co.,Ltd. 2.18% Add +31.4% 373,514 $40.1M
SG Americas Securities, LLC 0.20% Add +14118.3% 358,727 $38.5M
Bank of New York Mellon Corp 0.01% Add +0.4% 356,379 $38.3M
Baldwin Wealth Partners LLC 2.69% Add +3.7% 332,371 $35.7M
Federation des caisses Desjardins du Quebec 0.26% Add +7781.4% 332,122 $35.7M
MML Investors Services, LLC 0.13% Reduce -7.5% 301,571 $32.4M
Rockefeller Capital Management L.P. 0.09% Add +0.3% 291,085 $31.3M
Envestnet Portfolio Solutions, Inc. 0.12% Add +5.0% 289,807 $31.1M
Dakota Wealth Management 0.76% Reduce -2.4% 284,640 $30.6M
One Capital Management, LLC 1.10% Add +7.5% 283,308 $30.4M
Prudential Financial Inc. 0.04% Reduce -6.5% 269,212 $28.9M
Rhumbline Advisers 0.03% Add +34.7% 262,674 $28.2M
Arkansas Financial Group, Inc. 4.91% Reduce -3.9% 259,797 $27.9M
Rebalance, LLC 2.29% Add +1.5% 259,264 $27.8M
Arbor Investment Advisors, LLC 4.02% Add +2.7% 255,843 $27.5M
Pacific Life Fund Advisors LLC 2.66% Reduce -0.6% 252,573 $27.1M
TD Waterhouse Canada Inc. 0.20% Add +12.3% 199,903 $27.0M
Kwmg, LLC 2.90% Add +4.4% 246,516 $26.5M
OneDigital Investment Advisors LLC 0.42% Add +9.4% 246,269 $26.5M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -2.7% 245,215 $26.3M
Healthcare of Ontario Pension Plan Trust Fund 0.09% New 245,000 $26.3M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -19.7% 244,467 $26.3M
Flow Traders U.S. LLC 1.35% New 235,702 $25.3M
CTC Alternative Strategies, Ltd. 15.27% New 228,000 $24.5M
Mariner, LLC 0.05% Reduce -6.0% 205,558 $22.1M
HighTower Advisors, LLC 0.04% Reduce -18.0% 202,716 $21.8M
GenTrust, LLC 1.25% Add +4.0% 188,471 $20.2M
Truist Financial Corp. 0.03% Reduce -15.4% 184,873 $19.9M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -16.6% 173,142 $18.6M
Alera Investment Advisors, LLC 2.32% Reduce -7.1% 159,633 $17.1M
Pure Financial Advisors, LLC 0.53% Reduce -0.8% 158,029 $17.0M
Creative Planning 0.02% Reduce -8.6% 150,671 $16.2M
Cyndeo Wealth Partners, LLC 1.32% Add +2.9% 147,979 $15.9M
Raymond James & Associates 0.01% Reduce -27.0% 147,402 $15.8M
Neuberger Berman Group LLC 0.01% Reduce -19.7% 145,781 $15.7M
Cim, LLC 2.32% Add +4.5% 142,469 $15.3M
Prime Capital Investment Advisors, LLC 0.21% Reduce -5.1% 140,988 $15.1M
Heartwood Wealth Advisors LLC 1.85% Add +5.2% 140,263 $15.1M
Lutz Financial Services LLC 1.30% Reduce -1.7% 139,014 $14.9M
Lwmg, LLC 3.26% Add +4.1% 131,460 $14.1M
Avantax Advisory Services, Inc. 0.12% Add +30.7% 127,024 $13.6M
Cerity Partners LLC 0.04% Reduce -17.2% 124,558 $13.4M
Ethos Financial Group, LLC 2.52% Add +4.7% 120,860 $13.2M
Insight Wealth Strategies, LLC 1.93% Add +2.0% 122,270 $13.1M
Kestra Advisory Services, LLC 0.09% Add +11.4% 121,231 $13.0M
DORVAL Corp 5.89% Add +2.6% 119,293 $12.7M
Legacy Financial Group LLC 2.48% Add +1268.7% 114,166 $12.3M
Charles Schwab Trust Co 1.16% Reduce -1.4% 114,105 $12.3M
RTD Financial Advisors, Inc. 1.64% Add +3.0% 113,771 $12.2M
Sequent Planning LLC 4.27% — 109,836 $11.8M
Fulton Breakefield Broenniman LLC 0.90% Reduce -9.0% 109,276 $11.7M
Foundations Investment Advisors, LLC 0.30% Add +11.5% 108,371 $11.6M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +15.1% 106,944 $11.5M
Atria Wealth Solutions, Inc. 0.13% Reduce -4.6% 105,671 $11.4M
Rathbones Group PLC 0.07% Reduce -2.6% 105,044 $11.3M
Janney Montgomery Scott LLC 0.03% Reduce -55.8% 101,598 $10.9M
Mgo One Seven LLC 0.56% Reduce -1.8% 101,005 $10.8M
Frontier Asset Management, LLC 3.97% Reduce -1.5% 100,715 $10.8M
D.A. Davidson & Co. 0.10% Reduce -3.7% 100,070 $10.7M
Wealth Forward, LLC 8.46% Add +3.8% 100,053 $10.7M

"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.

Show all 1,044 holders