# ISHARES TR (TIP)

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

- Reporting holders: 57
- Reported value: $144.8M
- 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 |
|---|---|---|---|---|
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $34.9M | 335,041 | 2.5% | 32 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $21.3M | 205,008 | 5.4% | 7 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $19.5M | 187,329 | 1.5% | 12 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $14.9M | 143,239 | 1.6% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.7M | 102,463 | 0.1% | 16 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $6.4M | 62,077 | 2.6% | 4 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $6.1M | 59,100 | 3.8% | 17 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.5M | 43,166 | 0.1% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $4.2M | 40,261 | 0.1% | 32 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $3.0M | 28,919 | 0.1% | 32 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $2.2M | 21,119 | 0.9% | 10 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $1.6M | 15,508 | 0.4% | 24 |
| [SPRING CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1899146-spring-capital-management-llc/) | $1.6M | 15,189 | 0.8% | 7 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.0M | 9,679 | 0.2% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $951.9K | 9,132 | 0.0% | 26 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $928.0K | 8,920 | 0.8% | 4 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $803.7K | 7,724 | 0.2% | 20 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $754.8K | 7,255 | 0.1% | 16 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $696.3K | 6,692 | 0.2% | 32 |
| [FSA Investment Group, LLC](https://holderbook.com/funds/2051584-fsa-investment-group-llc/) | $608.4K | 5,848 | 0.2% | 8 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $606.9K | 5,833 | 0.1% | 7 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $577.6K | 5,552 | 0.2% | 19 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $496.0K | 4,767 | 0.2% | 12 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $458.8K | 4,410 | 0.0% | 8 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $445.0K | 4,277 | 0.3% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 57 | $144.8M |
| Q2 2026 | 1,030 | $10.6B |
| Q1 2026 | 1,021 | $9.8B |
| Q4 2025 | 1,014 | $8.9B |
| Q3 2025 | 968 | $8.9B |
| Q2 2025 | 985 | $8.5B |
| Q1 2025 | 1,009 | $9.0B |
| Q4 2024 | 1,022 | $9.6B |
| Q3 2024 | 966 | $12.8B |
| Q2 2024 | 1,031 | $12.4B |
| Q1 2024 | 1,048 | $14.1B |
| Q4 2023 | 1,108 | $13.4B |