# ISHARES TR (STIP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/STIP/

- Reporting holders: 45
- Reported value: $271.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $127.4M | 1,278,077 | 0.9% | 16 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $26.0M | 260,716 | 1.0% | 32 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $19.2M | 192,237 | 1.4% | 32 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $13.5M | 135,593 | 1.0% | 24 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $12.8M | 128,404 | 7.4% | 6 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $9.4M | 94,575 | 2.1% | 7 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $8.4M | 84,420 | 5.4% | 6 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $7.5M | 75,452 | 1.1% | 18 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $6.9M | 69,559 | 3.2% | 12 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $4.7M | 47,063 | 2.2% | 14 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $3.8M | 37,882 | 1.7% | 17 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $3.3M | 33,157 | 0.4% | 16 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $3.2M | 32,509 | 1.2% | 32 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $3.2M | 32,240 | 1.7% | 12 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $2.4M | 24,492 | 1.5% | 7 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $2.3M | 23,470 | 0.4% | 7 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $2.3M | 23,412 | 0.2% | 8 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $1.7M | 17,033 | 0.3% | 4 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $1.7M | 16,932 | 0.8% | 29 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $1.5M | 15,475 | 0.3% | 17 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $1.3M | 13,472 | 0.5% | 1 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $1.0M | 10,429 | 0.6% | 8 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $729.5K | 7,317 | 0.1% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $644.3K | 6,432 | 0.0% | 4 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $626.0K | 6,279 | 0.2% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 45 | $271.1M |
| Q2 2026 | 833 | $13.5B |
| Q1 2026 | 764 | $12.0B |
| Q4 2025 | 764 | $10.4B |
| Q3 2025 | 772 | $10.7B |
| Q2 2025 | 760 | $10.0B |
| Q1 2025 | 659 | $8.9B |
| Q4 2024 | 631 | $7.7B |
| Q3 2024 | 575 | $5.0B |
| Q2 2024 | 577 | $5.0B |
| Q1 2024 | 574 | $5.1B |
| Q4 2023 | 611 | $5.8B |