ISHARES TR (STIP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
805
Reporting holders
$12.5B
Reported value
0.0%
Held as options
+67
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $4.5B | 44,245,089 | 0.07% | 8q | +4.7%+$200.8M |
| RITHOLTZ WEALTH MANAGEMENT | $515.4M | 5,045,224 | 3.84% | 17q | +109.4%+$269.2M |
| LPL Financial LLC | $422.3M | 4,133,408 | 0.09% | 31q | +32.3%+$103.2M |
| Modera Wealth Management, LLC | $261.0M | 2,554,931 | 2.78% | 31q | +4.6%+$11.4M |
| MORGAN STANLEY | $229.9M | 2,250,138 | 0.01% | 35q | +26.0%+$47.5M |
| ENVESTNET ASSET MANAGEMENT INC | $203.9M | 1,995,879 | 0.05% | 31q | +77.4%+$88.9M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $190.0M | 1,860,288 | 2.38% | 8q | +28.0%+$41.6M |
| BANK OF AMERICA CORP /DE/ | $158.7M | 1,553,079 | 0.01% | 31q | +16.5%+$22.4M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $154.4M | 1,511,194 | 4.95% | 3q | -3.1%-$5.0M |
| Cetera Investment Advisers | $146.8M | 1,437,435 | 0.13% | 22q | +216.9%+$100.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $135.5M | 1,325,939 | 0.08% | 22q | +208.8%+$91.6M |
| Wealthcare Advisory Partners LLC | $135.1M | 1,322,733 | 2.56% | 19q | +9.4%+$11.6M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $124.0M | 1,213,731 | 0.57% | 15q | +4.3%+$5.2M |
| Farther Finance Advisors, LLC | $114.3M | 1,118,491 | 0.89% | 15q | +18.2%+$17.6M |
| AMERIPRISE FINANCIAL INC | $113.2M | 1,108,855 | 0.02% | 31q | -43.0%-$85.5M |
| JPMORGAN CHASE & CO | $111.1M | 1,086,681 | 0.01% | 22q | +15.3%+$14.7M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $103.7M | 1,014,965 | 3.66% | 17q | +3.2%+$3.2M |
| SCS Capital Management LLC | $101.1M | 989,768 | 0.96% | 11q | +2.2%+$2.2M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $98.6M | 964,676 | 1.17% | 21q | +3.1%+$3.0M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $95.9M | 938,761 | 9.10% | 15q | +2.3%+$2.2M |
| Tortoise Investment Management, LLC | $92.0M | 900,987 | 6.86% | 31q | +7.2%+$6.2M |
| RAYMOND JAMES FINANCIAL INC | $88.3M | 863,944 | 0.02% | 7q | +11.8%+$9.3M |
| Destination Wealth Management | $86.5M | 846,480 | 2.02% | 31q | +2.5%+$2.1M |
| MASECO LLP | $81.8M | 800,732 | 2.30% | 5q | +3.3%+$2.6M |
| M. Kulyk & Associates, LLC | $78.8M | 771,097 | 12.85% | 22q | +6.1%+$4.5M |
| Haverford Trust Co | $74.4M | 728,697 | 0.64% | 21q | +2.9%+$2.1M |
| Abacus Planning Group, Inc. | $72.1M | 705,445 | 8.91% | 11q | +17.1%+$10.5M |
| STATE STREET CORP | $68.0M | 665,185 | 0.00% | 13q | +1.9%+$1.3M |
| Dynasty Wealth Management, LLC | $67.9M | 664,407 | 0.50% | 7q | +2.2%+$1.5M |
| Quotient Wealth Partners, LLC | $66.3M | 649,411 | 1.57% | 11q | +2.4%+$1.6M |
| Kestra Investment Management, LLC | $64.1M | 627,164 | 1.24% | 5q | -32.1%-$30.3M |
| KEATING INVESTMENT COUNSELORS INC | $63.7M | 623,779 | 17.50% | 31q | -2.1%-$1.4M |
| Beacon Pointe Advisors, LLC | $63.1M | 617,519 | 0.29% | 26q | -3.5%-$2.3M |
| WELLS FARGO & COMPANY/MN | $62.8M | 614,427 | 0.01% | 31q | -45.7%-$52.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $60.9M | 595,739 | 0.03% | 26q | +23.7%+$11.7M |
| 3EDGE Asset Management, LP | $55.9M | 546,891 | 2.49% | 22q | +3.5%+$1.9M |
| MARTIN & CO INC /TN/ | $54.9M | 537,540 | 8.58% | 6q | HELD |
| FMR LLC | $53.9M | 527,294 | 0.00% | 31q | HELD |
| Empowered Funds, LLC | $51.7M | 512,062 | 0.27% | 10q | +0.8%+$410.3K |
| AlTi Global, Inc. | $51.3M | 502,009 | 1.06% | 11q | -0.7%-$340.9K |
| MAI Capital Management | $50.5M | 494,193 | 0.19% | 7q | +109.8%+$26.4M |
| GOULD ASSET MANAGEMENT LLC /CA/ | $48.2M | 472,277 | 7.60% | 31q | +0.5%+$261.0K |
| NewEdge Advisors, LLC | $48.1M | 470,685 | 0.14% | new | NEW |
| LVW Advisors, LLC | $44.1M | 431,464 | 3.81% | 11q | +3.1%+$1.3M |
| SIGMA INVESTMENT COUNSELORS INC | $42.6M | 416,939 | 2.08% | 19q | +2.4%+$982.2K |
| ALTFEST L J & CO INC | $41.0M | 401,268 | 3.98% | 31q | +2.5%+$989.6K |
| GOLDMAN SACHS GROUP INC | $37.8M | 369,657 | 0.00% | 31q | +16.5%+$5.3M |
| Austin Asset Management Co Inc | $36.5M | 356,912 | 5.08% | 19q | +14.9%+$4.7M |
| ROYAL BANK OF CANADA | $34.8M | 340,403 | 0.01% | 31q | +46.9%+$11.1M |
| Alpine Bank Wealth Management | $34.7M | 339,975 | 4.46% | new | NEW |
| CENTRAL TRUST Co | $33.6M | 328,813 | 0.61% | 21q | -5.6%-$2.0M |
| Kestra Advisory Services, LLC | $33.3M | 326,147 | 0.11% | 24q | +326.0%+$25.5M |
| Kelman-Lazarov, Inc. | $32.8M | 320,695 | 4.29% | 16q | +3.0%+$942.3K |
| AMJ Financial Wealth Management | $32.6M | 314,997 | 7.68% | 2q | HELD |
| Mirae Asset Global Investments Co., Ltd. | $32.2M | 315,658 | 0.05% | 22q | +254.7%+$23.2M |
| SYON CAPITAL LLC | $32.2M | 315,195 | 1.40% | 2q | +39.5%+$9.1M |
| World Investment Advisors | $32.0M | 309,836 | 0.53% | 6q | HELD |
| UBS Group AG | $32.0M | 313,586 | 0.00% | 31q | +15.1%+$4.2M |
| Prime Capital Investment Advisors, LLC | $31.5M | 308,643 | 0.31% | 15q | +2.0%+$612.9K |
| Modern Wealth Management, LLC | $29.7M | 290,562 | 0.35% | 11q | -17.4%-$6.2M |
| TRUSTMARK BANK TRUST DEPARTMENT | $29.5M | 288,636 | 1.76% | 32q | +13743.5%+$29.3M |
| Integrated Wealth Concepts LLC | $29.3M | 286,542 | 0.14% | 22q | +35.0%+$7.6M |
| AE Wealth Management LLC | $27.5M | 268,853 | 0.13% | 30q | +31.8%+$6.6M |
| Savant Capital, LLC | $27.5M | 271,584 | 0.08% | 15q | +251.1%+$19.6M |
| SUMMITRY LLC | $27.4M | 268,602 | 0.90% | 16q | -19.8%-$6.8M |
| DDFG, Inc | $27.4M | 268,165 | 5.44% | 5q | +39.7%+$7.8M |
| Seneca Financial Advisors LLC | $26.9M | 262,884 | 6.97% | 5q | +5.7%+$1.5M |
| Capital Advantage, Inc. | $26.4M | 258,789 | 3.23% | new | NEW |
| MML INVESTORS SERVICES, LLC | $26.3M | 257,510 | 0.05% | 31q | +76.2%+$11.4M |
| ROCKLAND TRUST CO | $25.7M | 252,016 | 1.01% | 31q | +6.7%+$1.6M |
| ProVise Management Group, LLC | $25.7M | 251,467 | 1.72% | 19q | +6.0%+$1.4M |
| HighTower Advisors, LLC | $25.4M | 248,228 | 0.02% | 31q | -4.1%-$1.1M |
| Corient Private Wealth LP | $25.2M | 246,652 | 0.02% | 15q | +94.8%+$12.3M |
| Creative Planning | $24.9M | 243,750 | 0.01% | 29q | -11.3%-$3.2M |
| Walker Financial Services, Inc. | $24.7M | 241,916 | 7.64% | 17q | +12.5%+$2.7M |
| Astoria Strategic Wealth, Inc. | $24.0M | 234,927 | 5.48% | new | NEW |
| OSAIC HOLDINGS, INC. | $23.6M | 230,807 | 0.03% | 26q | -10.0%-$2.6M |
| NorthCoast Asset Management LLC | $23.6M | 230,741 | 0.52% | 6q | +37.0%+$6.4M |
| Stordahl Capital Management, Inc. | $23.2M | 226,904 | 4.25% | 31q | +7.0%+$1.5M |
| Pure Financial Advisors, LLC | $21.7M | 212,089 | 0.28% | 31q | +0.5%+$113.0K |
| NorthRock Partners, LLC | $21.7M | 212,088 | 0.31% | 3q | -6.9%-$1.6M |
| Parcion Private Wealth LLC | $21.3M | 208,243 | 1.18% | 6q | +9.5%+$1.9M |
| Estate Counselors, LLC | $21.0M | 205,090 | 1.80% | 2q | +250.4%+$15.0M |
| Amplius Wealth Advisors, LLC | $20.5M | 200,597 | 1.50% | 5q | -60.7%-$31.6M |
| ARKANSAS FINANCIAL GROUP, INC. | $20.3M | 198,408 | 2.64% | 15q | +2.0%+$403.8K |
| Alesco Advisors, LLC, An ESL Co | $19.9M | 194,533 | 0.46% | 31q | +84.2%+$9.1M |
| Ancora Advisors LLC | $19.8M | 193,971 | 0.38% | 18q | +6.8%+$1.3M |
| Portland Global Advisors LLC | $19.7M | 192,435 | 1.87% | 27q | +1.0%+$202.4K |
| Deane Retirement Strategies, Inc. | $19.5M | 190,880 | 8.26% | 5q | -3.6%-$735.2K |
| Financial Gravity Companies, Inc. | $19.2M | 188,071 | 3.12% | 5q | +15.8%+$2.6M |
| Insight Wealth Strategies, LLC | $18.7M | 184,565 | 1.82% | 2q | +55.7%+$6.7M |
| KWMG, LLC | $18.4M | 180,141 | 1.33% | 31q | +3.6%+$631.6K |
| Stadion Money Management, LLC | $18.3M | 180,704 | 1.58% | 9q | +1.3%+$230.1K |
| BIP Wealth, LLC | $18.3M | 178,686 | 0.52% | 14q | +15.6%+$2.5M |
| STIFEL FINANCIAL CORP | $17.8M | 174,612 | 0.01% | 31q | +51.5%+$6.1M |
| Cerity Partners LLC | $17.8M | 175,966 | 0.02% | 17q | -72.0%-$45.9M |
| PNC Financial Services Group, Inc. | $17.5M | 171,555 | 0.01% | 31q | +8.9%+$1.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $17.4M | 216,268 | 0.03% | 14q | +19.8%+$2.9M |
| JEPPSON WEALTH MANAGEMENT, LLC | $17.4M | 170,049 | 5.12% | 18q | -0.8%-$144.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $17.3M | 169,160 | 0.25% | 31q | -0.7%-$113.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 27.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 805 | $12.5B | 122,773,089 | 117 | 401 | 162 | 0.0% |
| Q1 2026 | 738 | $11.3B | 109,449,919 | 78 | 312 | 218 | 0.0% |
| Q4 2025 | 735 | $9.9B | 96,217,271 | 55 | 287 | 246 | 0.0% |
| Q3 2025 | 745 | $10.1B | 97,907,665 | 64 | 367 | 181 | 0.0% |
| Q2 2025 | 725 | $9.4B | 90,979,457 | 137 | 318 | 157 | 0.0% |
| Q1 2025 | 624 | $8.4B | 81,448,181 | 77 | 241 | 177 | 0.0% |
| Q4 2024 | 595 | $7.1B | 70,908,923 | 56 | 203 | 190 | 0.0% |
| Q3 2024 | 535 | $4.5B | 44,588,401 | 37 | 167 | 214 | 0.1% |
| Q2 2024 | 539 | $4.6B | 45,656,090 | 44 | 176 | 211 | 0.2% |
| Q1 2024 | 531 | $4.6B | 46,202,538 | 32 | 179 | 213 | 0.3% |
| Q4 2023 | 563 | $5.2B | 53,123,678 | 45 | 161 | 235 | 0.0% |
| Q3 2023 | 544 | $5.2B | 53,834,229 | 28 | 166 | 257 | 0.0% |
| Q2 2023 | 564 | $7.3B | 74,814,008 | 40 | 184 | 245 | 0.0% |
| Q1 2023 | 551 | $9.3B | 93,821,583 | 48 | 179 | 228 | 0.1% |
| Q4 2022 | 553 | $8.3B | 85,625,616 | 74 | 165 | 209 | 0.1% |
| Q3 2022 | 624 | $6.9B | 71,234,145 | 87 | 248 | 197 | 0.1% |
| Q2 2022 | 611 | $7.3B | 71,214,376 | 107 | 272 | 139 | 0.1% |
| Q1 2022 | 546 | $6.3B | 59,888,571 | 106 | 226 | 122 | 0.0% |
| Q4 2021 | 488 | $4.9B | 45,427,762 | 68 | 232 | 68 | 0.0% |
| Q3 2021 | 391 | $3.8B | 36,257,741 | 49 | 214 | 62 | 0.0% |
| Q2 2021 | 370 | $3.4B | 31,823,350 | 72 | 186 | 50 | 0.0% |
| Q1 2021 | 310 | $2.4B | 22,794,459 | 53 | 136 | 47 | 0.0% |
| Q4 2020 | 272 | $1.6B | 15,641,163 | 20 | 111 | 74 | 0.0% |
| Q3 2020 | 264 | $1.6B | 15,766,617 | 31 | 115 | 59 | 0.0% |
| Q2 2020 | 247 | $1.4B | 13,807,203 | 26 | 100 | 64 | 0.0% |
| Q1 2020 | 247 | $1.3B | 12,734,348 | 21 | 82 | 98 | 0.0% |
| Q4 2019 | 267 | $1.5B | 15,241,541 | 31 | 85 | 73 | 0.0% |
| Q3 2019 | 227 | $1.4B | 13,753,116 | 23 | 82 | 71 | 0.0% |
| Q2 2019 | 222 | $1.3B | 13,229,464 | 16 | 94 | 70 | 0.0% |
| Q1 2019 | 233 | $1.4B | 14,094,993 | 26 | 78 | 74 | 0.0% |
| Q4 2018 | 220 | $1.2B | 12,733,654 | 2 | 7 | 0 | 0.0% |