13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
STIP

ISHARES 0-5 YEAR TIPS BOND

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

CUSIP 46429b747·815 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.5%
vs prior quarter
13F value held
$7.0B
52.0% inst. owned
of float
Holders
815
-80 QoQ
filers reporting
Activity
+82 / −93
+843 added · −760 reduced
this quarter
Concentration
62.06%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

815 institutions reported STIP in Q1 2026. BlackRock, Inc. leads at 62.1% of the visible book. -80 net institutions QoQ — distribution reading.

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
LPL Financial LLC
CIK 0001403438
$323M3.1M0.09%Q1 202603
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$249M2.4M4.32%Q1 202604
Modera Wealth Management, LLC
CIK 0001542143
$233M2.3M2.70%Q4 202505
MORGAN STANLEY
CIK 0000895421
$185M1.8M0.01%Q1 202606
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
CIK 0001103139
$161M1.6M5.65%Q1 202607
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$150M1.5M1.85%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$138M1.3M0.01%Q1 202609
Wealthcare Advisory Partners LLC
CIK 0001683059
$125M1.2M2.43%Q1 202610
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 0001423442
$120M1.2M0.60%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$116M1.1M0.03%Q1 202612
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CIK 0001694870
$102M984K3.83%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$101M973K0.02%Q1 202614
SCS Capital Management LLC
CIK 0001303159
$100M968K1.06%Q1 202615
Farther Finance Advisors, LLC
CIK 0001992825
$98M946K0.92%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$97M943K0.01%Q1 202617
FLPUTNAM INVESTMENT MANAGEMENT CO
CIK 0001140334
$97M935K1.44%Q1 202618
Kestra Investment Management, LLC
CIK 0001962449
$96M924K1.65%Q1 202619
WEALTHCARE CAPITAL MANAGEMENT LLC
CIK 0001516450
$95M918K9.49%Q1 202620
Tortoise Investment Management, LLC
CIK 0001599511
$87M840K7.18%Q1 2026
Page 1 of 41
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