iShares 0-5 Year Tips Bond E ETF (STIP): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.0%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$334K (+3 K shares) · bought $334K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Dock Street Asset ManagementNew$334K0.0%+0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of STIP (all 13F filers)
- BlackRock44.2 MIndex manager+2.0 M
- Betterment4.6 MWealth adviser+66 K
- LPL Financial4.1 MWealth adviser+1.0 M
- Modera Wealth Management2.6 MWealth adviser+112 K
- Ritholtz Wealth Management2.5 MWealth adviser+113 K
- Morgan Stanley2.3 MBank or trading desk+465 K
- Envestnet Asset Management2.0 MWealth adviser+871 K
- Coldstream Capital Management1.9 MType not verified+407 K
- Bank of America1.6 MBank or trading desk+220 K
- Adventist Health System Sunbelt Healthcare1.5 MType not verified−49 K
- Shares
- 44.2 M
- Change
- +2.0 M
See more
- Type
- Index manager
- Value
- $4.5 bn
- Shares
- 4.6 M
- Change
- +66 K
See more
- Type
- Wealth adviser
- Value
- $465M
- Shares
- 4.1 M
- Change
- +1.0 M
See more
- Type
- Wealth adviser
- Value
- $422M
- Shares
- 2.6 M
- Change
- +112 K
See more
- Type
- Wealth adviser
- Value
- $261M
- Shares
- 2.5 M
- Change
- +113 K
See more
- Type
- Wealth adviser
- Value
- $258M
- Shares
- 2.3 M
- Change
- +465 K
See more
- Type
- Bank or trading desk
- Value
- $230M
- Shares
- 2.0 M
- Change
- +871 K
See more
- Type
- Wealth adviser
- Value
- $204M
- Shares
- 1.9 M
- Change
- +407 K
See more
- Type
- Type not verified
- Value
- $190M
- Shares
- 1.6 M
- Change
- +220 K
See more
- Type
- Bank or trading desk
- Value
- $159M
- Shares
- 1.5 M
- Change
- −49 K
See more
- Type
- Type not verified
- Value
- $154M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗