ISHARES TR (TIP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
57
Reporting holders
$144.8M
Reported value
0.0%
Calls
0.0%
Puts
-973
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| KWMG, LLC | $34.9M | 335,041 | 2.51% | 32q | +8.2%+$2.6M |
| Independence Financial Advisors, LLC | $21.3M | 205,008 | 5.35% | 7q | +6.7%+$1.3M |
| Heartwood Wealth Advisors LLC | $19.5M | 187,329 | 1.54% | 12q | +2.3%+$429.2K |
| RTD Financial Advisors, Inc. | $14.9M | 143,239 | 1.63% | 20q | +0.6%+$85.4K |
| Farther Finance Advisors, LLC | $10.7M | 102,463 | 0.08% | 16q | +20.1%+$1.8M |
| Deane Retirement Strategies, Inc. | $6.4M | 62,077 | 2.63% | 4q | +11145.8%+$6.4M |
| Horizons Wealth Management | $6.1M | 59,100 | 3.83% | 17q | +4.1%+$243.0K |
| CoreCap Advisors, LLC | $4.5M | 43,166 | 0.13% | 9q | -16.0%-$855.1K |
| MassMutual Private Wealth & Trust, FSB | $4.2M | 40,261 | 0.11% | 32q | +1.1%+$46.3K |
| SigFig Wealth Management, LLC | $3.0M | 28,919 | 0.08% | 32q | -2.0%-$61.7K |
| Whalen Wealth Management Inc. | $2.2M | 21,119 | 0.94% | 10q | +15.1%+$287.8K |
| Prosperity Planning, Inc. | $1.6M | 15,508 | 0.36% | 24q | +0.9%+$14.7K |
| SPRING CAPITAL MANAGEMENT, LLC | $1.6M | 15,189 | 0.76% | 7q | +1.7%+$26.7K |
| BOS Asset Management, LLC | $1.0M | 9,679 | 0.24% | 16q | -2.4%-$25.3K |
| Apella Capital, LLC | $951.9K | 9,132 | 0.01% | 26q | -0.7%-$7.1K |
| FELL CAPITAL MANAGEMENT /ADV | $928.0K | 8,920 | 0.80% | 4q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $803.7K | 7,724 | 0.19% | 20q | +83.2%+$365.0K |
| CHAPIN DAVIS, INC. | $754.8K | 7,255 | 0.15% | 16q | -1.8%-$13.5K |
| Atlas Brown,Inc. | $696.3K | 6,692 | 0.18% | 32q | HELD |
| FSA Investment Group, LLC | $608.4K | 5,848 | 0.19% | 8q | +19.7%+$100.0K |
| Balefire, LLC | $606.9K | 5,833 | 0.10% | 7q | -13.6%-$95.6K |
| FC Advisory LLC | $577.6K | 5,552 | 0.15% | 19q | +2.0%+$11.1K |
| Councilor Wealth, LLC | $496.0K | 4,767 | 0.20% | 12q | +1.6%+$7.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $458.8K | 4,410 | 0.04% | 8q | -19.0%-$107.9K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $445.0K | 4,277 | 0.30% | 12q | HELD |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $416.9K | 4,007 | 0.06% | 13q | HELD |
| SAPIENT CAPITAL LLC | $407.4K | 3,916 | 0.01% | 2q | -50.0%-$407.4K |
| Hardin Capital Partners, LLC | $377.2K | 3,626 | 0.18% | 10q | -24.3%-$120.8K |
| Successful Portfolios LLC | $365.1K | 3,511 | 0.17% | 32q | HELD |
| Dorato Capital Management | $352.7K | 3,384 | 0.23% | 4q | HELD |
| Aletheian Wealth Advisors LLC | $326.3K | 3,137 | 0.13% | 17q | +1.3%+$4.1K |
| Bath Savings Trust Co | $322.5K | 3,100 | 0.03% | 24q | -24.1%-$102.5K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $317.8K | 3,055 | 0.19% | 16q | HELD |
| Nautilus Advisors LLC | $312.1K | 3,000 | 0.19% | 8q | HELD |
| Hickory Point Bank & Trust | $283.1K | 2,721 | 0.17% | 8q | HELD |
| DAVIDSON TRUST CO | $261.1K | 2,510 | 0.10% | 12q | HELD |
| Paragon Capital Management Ltd | $260.1K | 2,500 | 0.05% | 32q | HELD |
| Venture Visionary Partners LLC | $259.4K | 2,493 | 0.01% | 28q | HELD |
| DKM Wealth Management, Inc. | $250.9K | 2,412 | 0.16% | 8q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $219.7K | 2,112 | 0.15% | 4q | -4.6%-$10.5K |
| EPIQ PARTNERS, LLC | $207.9K | 1,998 | 0.09% | 2q | +2.1%+$4.4K |
| Coastline Trust Co | $171.6K | 1,649 | 0.02% | 9q | -46.4%-$148.3K |
| GK Wealth Management LLC | $167.7K | 1,611 | 0.09% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $127.0K | 1,221 | 0.01% | 16q | HELD |
| EASTERN BANK | $34.7K | 333 | 0.00% | 9q | HELD |
| Gladwyn Financial Advisors, Inc. | $26.9K | 258 | 0.02% | 6q | +1.6% |
| Frisco Financial Planning LLC | $21.8K | 210 | 0.02% | 3q | HELD |
| Bangor Savings Bank | $16.0K | 154 | 0.00% | 18q | HELD |
| TOMPKINS FINANCIAL CORP | $13.3K | 128 | 0.00% | 19q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $11.8K | 113 | 0.00% | 20q | HELD |
| Olistico Wealth, LLC | $7.8K | 75 | 0.00% | 4q | HELD |
| Trust Co | $4.9K | 47 | 0.00% | new | NEW |
| Investors Research Corp | $2.9K | 28 | 0.00% | 28q | HELD |
| Davis Capital Management | $2.1K | 20 | 0.00% | new | NEW |
| GAMMA Investing LLC | $1.5K | 14 | 0.00% | 3q | HELD |
| Retirement Wealth Solutions LLC | $925 | 9 | 0.00% | 8q | -10.0% |
| Matrix Trust Co | $395 | 3,794 | 0.06% | 12q | -8.0% |
| VALLEY WEALTH MANAGERS, INC. | $93 | 1 | 0.00% | 18q | HELD |
| CX Institutional | $29 | 275 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 57 | $144.8M | 1,391,861 | 3 | 18 | 13 | 0.0% |
| Q2 2026 | 1,030 | $10.6B | 96,066,687 | 85 | 396 | 265 | 0.5% |
| Q1 2026 | 1,021 | $9.8B | 87,864,368 | 80 | 346 | 297 | 0.7% |
| Q4 2025 | 1,014 | $8.9B | 79,819,144 | 75 | 321 | 332 | 1.5% |
| Q3 2025 | 968 | $8.9B | 79,840,854 | 55 | 306 | 354 | 0.8% |
| Q2 2025 | 985 | $8.5B | 77,171,634 | 49 | 271 | 402 | 0.2% |
| Q1 2025 | 1,009 | $9.0B | 80,156,074 | 70 | 293 | 389 | 1.4% |
| Q4 2024 | 1,022 | $9.6B | 100,512,828 | 74 | 237 | 419 | 5.3% |
| Q3 2024 | 966 | $12.8B | 115,276,471 | 48 | 206 | 468 | 2.6% |
| Q2 2024 | 1,031 | $12.4B | 117,427,544 | 74 | 312 | 435 | 0.4% |
| Q1 2024 | 1,048 | $14.1B | 132,188,205 | 63 | 246 | 514 | 0.5% |
| Q4 2023 | 1,108 | $13.4B | 123,628,029 | 83 | 211 | 591 | 2.8% |
| Q3 2023 | 1,110 | $25.4B | 243,109,768 | 118 | 305 | 476 | 1.5% |
| Q2 2023 | 1,082 | $16.0B | 121,353,354 | 45 | 244 | 539 | 17.9% |
| Q1 2023 | 1,116 | $16.9B | 134,846,617 | 67 | 221 | 565 | 12.7% |
| Q4 2022 | 1,219 | $15.6B | 144,788,810 | 83 | 219 | 667 | 1.3% |
| Q3 2022 | 1,220 | $17.3B | 162,071,543 | 71 | 316 | 582 | 1.3% |
| Q2 2022 | 1,291 | $22.2B | 178,335,936 | 83 | 438 | 523 | 8.7% |
| Q1 2022 | 1,340 | $22.8B | 179,689,304 | 104 | 456 | 499 | 2.2% |
| Q4 2021 | 1,366 | $28.8B | 205,385,579 | 106 | 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% |