ISHARES TR (TIP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
996
Reporting holders
$10.1B
Reported value
0.5%
Held as options
+2
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $2.7B | 24,691,874 | 0.17% | 31q | +1.5%+$39.6M |
| MORGAN STANLEY | $510.1M | 4,661,443 | 0.03% | 35q | +7.9%+$37.4M |
| FMR LLC | $481.1M | 4,396,041 | 0.02% | 31q | HELD |
| BlackRock, Inc. | $298.4M | 2,726,866 | 0.00% | 8q | +2.8%+$8.2M |
| PRUDENTIAL FINANCIAL INC | $240.8M | 2,200,713 | 0.26% | 33q | +802.9%+$214.2M |
| ENVESTNET ASSET MANAGEMENT INC | $222.1M | 2,029,684 | 0.05% | 31q | +3.5%+$7.5M |
| SUMITOMO LIFE INSURANCE CO | $212.2M | 1,939,392 | 3.47% | 2q | +28.1%+$46.6M |
| MATHER GROUP, LLC. | $195.1M | 1,782,672 | 1.70% | 2q | +216243.7%+$195.0M |
| UBS Group AG | $166.4M | 1,520,787 | 0.02% | 31q | -8.6%-$15.6M |
| LPL Financial LLC | $165.2M | 1,510,026 | 0.04% | 31q | +7.7%+$11.8M |
| WELLS FARGO & COMPANY/MN | $155.5M | 1,421,109 | 0.03% | 31q | -49.3%-$151.4M |
| CI INVESTMENTS INC. | $153.4M | 1,401,739 | 0.49% | 23q | +20.1%+$25.7M |
| AMERIPRISE FINANCIAL INC | $135.7M | 1,237,361 | 0.03% | 31q | -54.1%-$160.0M |
| GenTrust, LLC | $123.9M | 1,132,337 | 4.76% | 32q | +53.8%+$43.3M |
| ASSETMARK, INC | $116.6M | 1,065,087 | 0.20% | 31q | -1.5%-$1.8M |
| MAI Capital Management | $112.2M | 1,025,179 | 0.42% | 7q | +2493.5%+$107.9M |
| JPMORGAN CHASE & CO | $109.1M | 993,101 | 0.01% | 31q | +49.2%+$36.0M |
| ROYAL BANK OF CANADA | $92.7M | 846,902 | 0.01% | 31q | +6.9%+$6.0M |
| Pictet Asset Management Holding SA | $81.8M | 744,300 | 0.08% | 9q | -50.1%-$82.1M |
| MARTIN & CO INC /TN/ | $71.8M | 656,155 | 11.22% | 6q | HELD |
| KEYBANK NATIONAL ASSOCIATION/OH | $68.3M | 623,697 | 0.22% | 31q | +2.4%+$1.6M |
| GOLDMAN SACHS GROUP INC | $64.5M | 589,381 | 0.01% | 31q | +176.3%+$41.2M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $62.8M | 574,221 | 2.22% | 31q | +0.9%+$545.9K |
| HSBC HOLDINGS PLC | $62.0M | 565,912 | 0.03% | 31q | +82.8%+$28.1M |
| Man Group plc | $57.6M | 526,056 | 0.09% | 31q | +45.5%+$18.0M |
| FIL Ltd | $56.5M | 516,747 | 0.04% | 31q | -17.1%-$11.7M |
| Dynasty Wealth Management, LLC | $55.1M | 503,950 | 0.41% | 7q | +3.9%+$2.1M |
| OSAIC HOLDINGS, INC. | $54.6M | 499,201 | 0.06% | 26q | +13.8%+$6.6M |
| Bank of New York Mellon Corp | $54.4M | 496,917 | 0.01% | 31q | +6.5%+$3.3M |
| Quotient Wealth Partners, LLC | $53.7M | 491,120 | 1.27% | 11q | +3.7%+$1.9M |
| PNC Financial Services Group, Inc. | $52.9M | 483,505 | 0.03% | 31q | +6.1%+$3.0M |
| VIEWPOINT INVESTMENT PARTNERS CORP | $51.6M | 471,660 | 17.82% | 28q | +69.9%+$21.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $50.4M | 460,136 | 0.03% | 31q | +1.9%+$952.4K |
| Cetera Investment Advisers | $49.2M | 450,056 | 0.04% | 31q | +5.3%+$2.5M |
| One Capital Management, LLC | $47.9M | 434,073 | 1.33% | 12q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $47.1M | 156,227 | 0.00% | 31q | +31.8%+$11.3M |
| Federation des caisses Desjardins du Quebec | $46.3M | 422,751 | 0.14% | 37q | +9.5%+$4.0M |
| TD Waterhouse Canada Inc. | $46.1M | 425,671 | 0.12% | 19q | +12.3%+$5.0M |
| STIFEL FINANCIAL CORP | $45.3M | 413,980 | 0.04% | 31q | HELD |
| DRW Securities, LLC | $45.1M | 411,982 | 1.10% | new | NEW |
| BALDWIN WEALTH PARTNERS LLC/MA | $43.5M | 397,604 | 2.84% | 31q | +0.9%+$368.9K |
| HUNTINGTON NATIONAL BANK | $43.1M | 393,812 | 0.21% | 31q | +7.7%+$3.1M |
| RAYMOND JAMES FINANCIAL INC | $42.7M | 390,367 | 0.01% | 7q | +8.9%+$3.5M |
| Rock Creek Group LLC | $41.9M | 382,595 | 4.21% | 24q | +0.7%+$295.8K |
| TWO SIGMA INVESTMENTS, LP | $40.6M | 371,250 | 0.03% | 6q | +2.4%+$935.6K |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $39.9M | 365,000 | 0.17% | 2q | HELD |
| Passaic Partners LLC | $38.2M | 349,260 | 2.82% | 3q | +124.5%+$21.2M |
| HighTower Advisors, LLC | $37.1M | 339,236 | 0.04% | 31q | +4.7%+$1.7M |
| Arbor Investment Advisors, LLC | $36.3M | 331,302 | 4.10% | 21q | -0.5%-$197.1K |
| MARSHALL WACE, LLP | $34.0M | 310,445 | 0.03% | 11q | -4.0%-$1.4M |
| KWMG, LLC | $33.9M | 309,777 | 2.45% | 31q | +4.0%+$1.3M |
| Rockefeller Capital Management L.P. | $33.7M | 307,614 | 0.05% | 31q | +1.9%+$622.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $31.1M | 284,398 | 0.04% | 31q | +41.0%+$9.1M |
| 3EDGE Asset Management, LP | $31.1M | 284,273 | 1.39% | 11q | -4.8%-$1.6M |
| Prime Capital Investment Advisors, LLC | $29.8M | 272,602 | 0.29% | 23q | +0.8%+$228.5K |
| RENAISSANCE TECHNOLOGIES LLC | $29.2M | 266,800 | 0.04% | 2q | +69.4%+$12.0M |
| Wealthspire Advisors, LLC | $23.2M | 212,028 | 0.13% | 23q | +1299.4%+$21.5M |
| Vertex Investment Solutions Co., Ltd. | $22.9M | 208,600 | 15.47% | 3q | +350.5%+$17.8M |
| Ethos Financial Group, LLC | $22.0M | 204,045 | 1.47% | 15q | -10.5%-$2.6M |
| Blue Edge Capital, LLC | $21.5M | 196,373 | 2.58% | new | NEW |
| Evelyn Partners Group Ltd | $21.5M | 136,776 | 0.05% | new | FIRST |
| Independence Financial Advisors, LLC | $21.0M | 192,148 | 5.45% | 6q | +58.3%+$7.7M |
| West Financial Advisors, LLC | $20.9M | 191,290 | 3.18% | 5q | +5.3%+$1.0M |
| Ocean Park Asset Management, LLC | $20.7M | 189,100 | 1.00% | 2q | +91.4%+$9.9M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $20.2M | 184,819 | 0.29% | 30q | -27.7%-$7.8M |
| Heartwood Wealth Advisors LLC | $20.0M | 183,204 | 1.56% | 11q | +1.8%+$355.8K |
| Lido Advisors, LLC | $20.0M | 183,104 | 0.05% | 27q | +54.1%+$7.0M |
| Beacon Pointe Advisors, LLC | $19.6M | 179,075 | 0.09% | 31q | -5.0%-$1.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $19.3M | 175,988 | 0.01% | 30q | +101.0%+$9.7M |
| Portfolio Design Labs, LLC | $19.0M | 173,273 | 3.11% | new | NEW |
| CIM, LLC | $18.7M | 170,872 | 2.42% | 24q | HELD |
| COUNTRY TRUST BANK | $18.7M | 170,453 | 0.33% | 31q | +5.5%+$968.3K |
| Cascade Financial Partners, LLC | $18.0M | 164,657 | 1.56% | 10q | +19.7%+$3.0M |
| RHUMBLINE ADVISERS | $17.8M | 162,984 | 0.01% | 31q | -21.4%-$4.9M |
| Cypress Capital, LLC | $17.7M | 161,373 | 4.77% | 12q | -0.8%-$135.0K |
| MML INVESTORS SERVICES, LLC | $17.5M | 160,147 | 0.04% | 31q | +18.0%+$2.7M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $16.3M | 148,537 | 0.59% | 22q | +73.9%+$6.9M |
| Ted Buchan & Co | $16.2M | 148,331 | 5.31% | 15q | +0.8%+$131.2K |
| Ascent Group, LLC | $16.0M | 146,055 | 0.48% | 7q | +3369.2%+$15.5M |
| BNP PARIBAS FINANCIAL MARKETS | $15.9M | 145,041 | 0.01% | 31q | +20.2%+$2.7M |
| Dakota Wealth Management | $15.8M | 144,797 | 0.30% | 31q | -30.8%-$7.1M |
| RTD Financial Advisors, Inc. | $15.6M | 142,418 | 1.70% | 19q | +1.6%+$241.7K |
| Horizon Investments, LLC | $15.1M | 140,410 | 0.17% | 14q | -2.9%-$455.2K |
| Pure Financial Advisors, LLC | $14.6M | 133,756 | 0.19% | 31q | -1.1%-$157.4K |
| Coppell Advisory Solutions LLC | $14.5M | 7 | 1.20% | new | NEW |
| NorthCoast Asset Management LLC | $14.3M | 130,505 | 0.32% | 10q | -2.7%-$391.8K |
| Lutz Financial Services LLC | $14.2M | 129,565 | 0.86% | 31q | -0.7%-$105.8K |
| Marino Management, LLC | $13.9M | 126,194 | 2.89% | 3q | HELD |
| Verger Capital Management LLC | $13.6M | 124,105 | 3.98% | 31q | +25.1%+$2.7M |
| Equitable Holdings, Inc. | $13.4M | 122,333 | 0.08% | 27q | +1.6%+$209.1K |
| Mirae Asset Global Investments Co., Ltd. | $13.4M | 122,109 | 0.02% | 25q | -42.1%-$9.7M |
| DORVAL Corp | $13.0M | 119,218 | 3.75% | 11q | +2.8%+$354.6K |
| TRUIST FINANCIAL CORP | $12.7M | 116,231 | 0.02% | 31q | -2.4%-$308.2K |
| Quadrature Capital Ltd | $12.5M | 114,549 | 0.11% | new | NEW |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $12.5M | 114,397 | 1.27% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.5M | 125,203 | 0.02% | 23q | +1.7%+$208.3K |
| Fischer Financial Services, Inc. | $12.4M | 113,620 | 3.12% | 7q | +2.6%+$309.6K |
| Creative Planning | $12.3M | 112,097 | 0.01% | 31q | +1.9%+$226.3K |
| Focus Partners Wealth | $12.0M | 110,001 | 0.01% | 11q | +6.5%+$731.3K |
| Global Endowment Management, LP | $12.0M | 109,883 | 1.22% | 31q | +9.4%+$1.0M |
Showing the largest 100 of 1,023 reported holders.
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 | 996 | $10.1B | 91,919,237 | 81 | 382 | 259 | 0.5% |
| Q1 2026 | 994 | $9.6B | 86,388,993 | 77 | 338 | 288 | 0.7% |
| Q4 2025 | 983 | $8.8B | 78,454,663 | 73 | 310 | 322 | 1.5% |
| Q3 2025 | 936 | $8.6B | 76,855,470 | 55 | 295 | 339 | 0.9% |
| Q2 2025 | 939 | $8.1B | 73,274,131 | 46 | 261 | 377 | 0.2% |
| Q1 2025 | 963 | $8.5B | 75,735,138 | 66 | 273 | 373 | 1.5% |
| Q4 2024 | 971 | $8.0B | 90,292,971 | 70 | 224 | 394 | 2.4% |
| Q3 2024 | 909 | $12.4B | 111,333,144 | 44 | 193 | 440 | 2.7% |
| Q2 2024 | 964 | $11.8B | 112,071,357 | 66 | 298 | 403 | 0.4% |
| Q1 2024 | 980 | $13.4B | 126,474,442 | 62 | 229 | 479 | 0.5% |
| Q4 2023 | 1,022 | $12.8B | 117,368,473 | 73 | 198 | 541 | 3.0% |
| Q3 2023 | 1,022 | $12.8B | 121,710,167 | 108 | 281 | 440 | 3.0% |
| Q2 2023 | 987 | $15.0B | 112,668,985 | 40 | 214 | 497 | 19.2% |
| Q1 2023 | 1,007 | $15.7B | 124,031,111 | 57 | 190 | 519 | 13.5% |
| Q4 2022 | 1,044 | $13.0B | 120,772,323 | 73 | 182 | 577 | 1.5% |
| Q3 2022 | 1,218 | $17.3B | 162,049,337 | 71 | 315 | 582 | 1.3% |
| Q2 2022 | 1,289 | $22.2B | 178,314,991 | 83 | 437 | 522 | 8.7% |
| Q1 2022 | 1,338 | $22.8B | 179,676,610 | 103 | 456 | 498 | 2.2% |
| Q4 2021 | 1,365 | $28.8B | 205,379,389 | 105 | 645 | 259 | 8.1% |
| Q3 2021 | 1,192 | $22.6B | 175,579,488 | 111 | 584 | 257 | 0.8% |
| Q2 2021 | 1,141 | $18.2B | 139,536,459 | 102 | 522 | 286 | 1.8% |
| Q1 2021 | 1,093 | $16.8B | 132,963,663 | 118 | 480 | 273 | 0.6% |
| Q4 2020 | 1,054 | $18.8B | 137,754,064 | 79 | 424 | 242 | 6.3% |
| Q3 2020 | 959 | $16.1B | 118,192,180 | 95 | 383 | 241 | 7.4% |
| Q2 2020 | 921 | $13.5B | 109,247,530 | 101 | 324 | 289 | 0.5% |
| Q1 2020 | 897 | $12.8B | 108,287,235 | 66 | 220 | 423 | 0.2% |
| Q4 2019 | 928 | $12.9B | 110,318,450 | 94 | 255 | 298 | 0.1% |
| Q3 2019 | 801 | $12.7B | 108,569,936 | 57 | 258 | 308 | 0.2% |
| Q2 2019 | 813 | $12.9B | 110,750,511 | 58 | 244 | 332 | 1.0% |
| Q1 2019 | 824 | $12.0B | 105,575,386 | 70 | 224 | 347 | 0.2% |
| Q4 2018 | 799 | $13.5B | 123,375,817 | 5 | 10 | 26 | 0.1% |