ISHARES 0-5 YEAR TIPS BOND ETF - Common Stock (STIP) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
STIP
Shares outstanding
125,957,935
Price per share
$102.74
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
101,212,567
Total reported value
$10,362,774,811
% of total 13F portfolios
0.05%
Share change
-829,496
Value change
-$85,842,521
Number of holders
740
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ISHARES 0-5 YEAR TIPS BOND ETF - Common Stock (STIP) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 23% +4.5% $2,994,372,792 +$189,291,747 28,970,325 +6.7% BlackRock Portfolio Management LLC 30 Sep 2025
BlackRock, Inc. 0.7% -98% $74,179,546 -$2,505,303,788 717,265 -97% BlackRock, Inc. 31 Jan 2025

As of 31 Dec 2025, 740 institutional investors reported holding 101,212,567 shares of ISHARES 0-5 YEAR TIPS BOND ETF - Common Stock (STIP). This represents 80% of the company’s total 125,957,935 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ISHARES 0-5 YEAR TIPS BOND ETF - Common Stock (STIP) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 24% 30,132,832 +0.95% 0.05% $3,085,300,669
Betterment LLC 3.5% 4,371,869 +5.6% 0.85% $447,636,000
BANK OF AMERICA CORP /DE/ 2.7% 3,369,489 +92% 0.03% $345,002,013
LPL Financial LLC 2.2% 2,803,155 -16% 0.08% $287,014,989
FMR LLC 2.1% 2,634,357 -8.2% 0.01% $269,731,800
Modera Wealth Management, LLC 1.8% 2,279,268 +6.7% 2.7% $233,374,233
RITHOLTZ WEALTH MANAGEMENT 1.8% 2,255,855 +5.1% 4.2% $230,977,012
MORGAN STANLEY 1.3% 1,591,996 -13% 0.01% $163,004,508
JPMORGAN CHASE & CO 1.1% 1,353,527 -11% 0.01% $138,587,688
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1% 1,290,115 +40% 4.9% $132,094,832
Wealthcare Advisory Partners LLC 0.91% 1,148,502 +8.1% 2.3% $117,595,158
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.89% 1,119,136 +4.1% 0.63% $114,588,335
3EDGE Asset Management, LP 0.89% 1,115,702 -5.4% 5.9% $114,243,867
Dynasty Wealth Management, LLC 0.87% 1,094,255 +6.4% 1.1% $112,040,810
Quotient Wealth Partners, LLC 0.84% 1,063,814 +8.1% 2.9% $108,923,882
FLPUTNAM INVESTMENT MANAGEMENT CO 0.73% 914,329 +6% 1.4% $93,618,134
WEALTHCARE CAPITAL MANAGEMENT LLC 0.68% 860,058 +3.4% 8.7% $88,061,373
ENVESTNET ASSET MANAGEMENT INC 0.68% 858,287 -74% 0.03% $87,879,980
AMERIPRISE FINANCIAL INC 0.66% 835,444 -9.4% 0.02% $85,526,381
Destination Wealth Management 0.63% 798,027 +4.7% 2.1% $81,709,977
Farther Finance Advisors, LLC 0.59% 738,524 +66% 0.81% $75,617,512
RAYMOND JAMES FINANCIAL INC 0.59% 738,214 +6.1% 0.02% $75,585,862
MASECO LLP 0.58% 733,508 +6.7% 3.3% $75,100,158
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 0.58% 730,000 2.2% $74,744,700
Haverford Trust Co 0.53% 666,530 +3.8% 0.61% $68,246,037

Institutional Holders of ISHARES 0-5 YEAR TIPS BOND ETF - Common Stock (STIP) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 101,212,567 $10,362,774,811 -$85,842,521 $102.39 740
2025 Q3 101,482,337 $10,487,990,425 +$606,606,013 $103.36 761
2025 Q2 96,320,789 $9,911,709,052 +$1,045,200,205 $102.91 753
2025 Q1 85,430,024 $8,839,619,444 +$1,045,687,800 $103.47 648
2024 Q4 75,898,443 $7,634,952,199 +$2,580,987,051 $100.60 624
2024 Q3 49,246,209 $4,988,999,116 -$118,604,523 $101.32 571
2024 Q2 50,034,854 $4,977,452,219 +$205,597,514 $99.49 573
2024 Q1 47,756,384 $4,747,542,170 -$645,842,009 $99.43 570
2023 Q4 54,942,618 $5,393,146,352 -$470,048,081 $98.59 609
2023 Q3 57,226,270 $5,545,252,385 -$2,137,378,379 $96.92 585
2023 Q2 80,450,966 $7,854,402,361 -$139,036,190 $97.60 606
2023 Q1 83,096,893 $8,245,377,234 -$1,131,981,354 $99.23 608
2022 Q4 94,620,680 $9,176,757,879 +$2,177,309,860 $96.96 651
2022 Q3 71,218,851 $6,855,029,307 +$17,034,250 $96.11 615
2022 Q2 71,171,953 $7,226,162,293 +$1,216,147,561 $101.43 601
2022 Q1 59,549,776 $6,254,672,007 +$1,492,749,292 $104.94 543
2021 Q4 45,222,295 $4,787,735,566 +$811,665,107 $105.88 481
2021 Q3 36,243,036 $3,828,098,816 +$478,520,910 $105.63 388
2021 Q2 31,622,383 $3,342,839,990 +$951,355,665 $106.31 365
2021 Q1 22,775,482 $2,408,681,540 +$753,908,624 $105.72 307
2020 Q4 15,567,988 $1,625,902,982 -$41,331,837 $104.43 270
2020 Q3 15,652,275 $1,628,230,239 +$196,481,892 $104.06 260
2020 Q2 13,713,236 $1,403,453,324 +$93,594,899 $102.39 244
2020 Q1 12,806,730 $1,280,679,409 -$234,716,303 $99.90 248
2019 Q4 15,197,216 $1,532,760,636 +$97,507,247 $100.71 263
2019 Q3 13,697,582 $1,372,016,858 +$39,873,171 $100.17 223
2019 Q2 13,229,004 $1,330,683,176 -$64,863,671 $100.58 219
2019 Q1 14,094,108 $1,405,654,805 +$139,835,708 $99.68 231
2018 Q4 12,689,750 $1,244,336,643 +$129,794,316 $98.02 217
2018 Q3 11,007,289 $1,087,201,113 +$18,423,452 $98.78 197
2018 Q2 10,872,043 $1,083,903,856 +$115,866,808 $99.69 196
2018 Q1 9,639,603 $965,239,065 +$192,881,168 $100.14 157
2017 Q4 7,759,037 $774,891,844 +$41,532,053 $99.87 145
2017 Q3 6,971,301 $699,880,849 +$51,062,921 $100.38 111
2017 Q2 6,465,310 $649,013,586 +$63,316,041 $100.38 113
2017 Q1 5,831,293 $591,535,508 +$277,080,241 $101.45 108
2016 Q4 3,306,446 $332,981,830 +$25,087,046 $100.72 91
2016 Q3 2,921,468 $295,318,261 -$49,376,573 $101.10 76
2016 Q2 3,476,066 $352,953,182 +$30,561,238 $101.52 75
2016 Q1 3,106,645 $312,774,082 +$12,721,485 $100.68 72
2015 Q4 2,958,001 $292,594,978 +$40,960,101 $98.92 72
2015 Q3 3,073,440 $305,105,985 +$45,264,993 $99.27 65
2015 Q2 2,618,060 $261,563,187 +$35,559,650 $99.92 66
2015 Q1 2,262,231 $224,910,025 +$33,243,476 $99.37 66
2014 Q4 1,943,157 $192,401,065 -$8,502,595 $99.03 67
2014 Q3 1,693,901 $170,234,476 +$4,566,031 $100.49 67
2014 Q2 1,650,186 $169,119,518 -$88,637,204 $102.49 67
2014 Q1 2,516,830 $254,548,134 -$46,595,695 $101.13 64