13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
STIP

ISHARES 0-5 YEAR TIPS BOND E

866 institutions still hold ISHARES 0-5 YEAR TIPS BOND E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B747·Exchange Traded Fund·866 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$7.6B
visible holders
Holders
866
filers reporting
Concentration
57.34%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

866 institutions reported STIP in Q1 2026. BlackRock, Inc. leads at 57.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$4.4B42.3M0.08%Q1 202602
Betterment LLC
CIK 0001633901
$464M4.5M0.88%Q1 202603
LPL Financial LLC
CIK 0001403438
$323M3.1M0.09%Q1 202604
Modera Wealth Management, LLC
CIK 0001542143
$261M2.6M2.79%Q2 202605
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$249M2.4M4.32%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$204M2.0M0.05%Q2 202607
MORGAN STANLEY
CIK 0000895421
$185M1.8M0.01%Q1 202608
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
CIK 0001103139
$161M1.6M5.65%Q1 202609
Main Management Fund Advisors LLC
CIK 0001862787
$152M2.5M12.76%Q1 202610
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$150M1.5M1.85%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$138M1.3M0.01%Q1 202612
Wealthcare Advisory Partners LLC
CIK 0001683059
$135M1.3M2.56%Q2 202613
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$120M1.2M0.60%Q1 202614
Farther Finance Advisors, LLC
CIK 0001992825
$114M1.1M0.89%Q2 202615
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$102M984K3.83%Q1 202616
SCS Capital Management LLC
CIK 0001303159
$101M990K0.96%Q2 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$101M973K0.02%Q1 202618
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$99M965K1.17%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$97M943K0.01%Q1 202620
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$96M939K9.10%Q2 2026
Page 1 of 44
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