Who Owns iShares 0-5 Year TIPS Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares 0-5 Year TIPS Bond ETF.
Who crossed 5% of STIP →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF1.3M shadded | $127.4M |
| ROCKLAND TRUST CO0-5 YR TIPS ETF260.7K shadded | $26M |
| KWMG, LLC0-5 YR TIPS ETF192.2K shadded | $19.2M |
| Galvin, Gaustad & Stein, LLC0-5 YR TIPS ETF135.6K shtrimmed | $13.5M |
| Family Legacy Financial Solutions, LLCCOM128.4K shadded | $12.8M |
| MJT & Associates Financial Advisory Group, Inc.ETF84.4K shadded | $8.4M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC0-5 YR TIPS ETF75.5K shadded | $7.5M |
| Kure Advisory, LLC0-5 YR TIPS ETF69.6K shadded | $6.9M |
| Lake Hills Wealth Management, LLC0-5 YR TIPS ETF47.1K shtrimmed | $4.7M |
| Echo45 Advisors LLC0-5 YR TIPS ETF37.9K shadded | $3.8M |
| Breakwater Capital Group0-5 YR TIPS ETF33.2K shadded | $3.3M |
| Martin Capital Partners, LLC0-5 YR TIPS ETF32.5K shadded | $3.2M |
| Investment Partners Asset Management, Inc.0-5 YR TIPS ETF32.2K shadded | $3.2M |
| Mendota Financial Group, LLC0-5 YR TIPS ETF24.5K shadded | $2.4M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom23.4K shtrimmed | $2.3M |
| Successful Portfolios LLC0-5 YR TIPS ETF16.9K shadded | $1.7M |
| Prosperity Planning, Inc.0-5 YR TIPS ETF15.5K shtrimmed | $1.5M |
| ALKEME WEALTH, LLC0-5 YR TIPS ETF13.5K sh— | $1.3M |
| Canandaigua National Trust Co of FloridaCom10.4K shadded | $1M |
| Matrix Trust Co0-5 YR TIPS ETF7.7K shtrimmed | $772K |
| Factor Wealth Management LTD0-5 YR TIPS ETF7.3K shadded | $729.5K |
| Wedmont Private Capital0-5 YR TIPS ETF6.4K shtrimmed | $644.3K |
| McNaughton Wealth Management, LLC0-5 YR TIPS ETF6.3K shadded | $626K |
| Cadent Capital Advisors, LLC0-5 YR TIPS ETF6K shtrimmed | $601.6K |
| Cassilly Financial Group LLC0-5 YR TIPS ETF5.6K shadded | $560.8K |
| FC Advisory LLC0-5 YR TIPS ETF5.6K shadded | $554.5K |
| BOS Asset Management, LLC0-5 YR TIPS ETF4.9K shadded | $484.4K |
| SigFig Wealth Management, LLC0-5 YR TIPS ETF4.8K shadded | $478.1K |
| Ridgewood Investments LLC0-5 YR TIPS ETF4.6K shtrimmed | $457.8K |
| TOTH FINANCIAL ADVISORY CORP0-5 YR TIPS ETF3.5K shtrimmed | $352.7K |
| Avidian Wealth Enterprises, LLC0-5 YR TIPS ETF3.2K shadded | $319.9K |
| Apella Capital, LLC0-5 YR TIPS ETF3.2K shtrimmed | $318.7K |
| Balefire, LLC0-5 YR TIPS ETF2.8K shtrimmed | $279.9K |
| Independence Financial Advisors, LLC0-5 YR TIPS ETF2.7K shadded | $265.9K |
| ELEVATION WEALTH PARTNERS, LLC0-5 YR TIPS ETF1.6K shadded | $156.5K |
| GK Wealth Management LLC0-5 YR TIPS ETF1.4K sh— | $135.9K |
| CoreCap Advisors, LLCETF1.2K shtrimmed | $123.9K |
| Horizons Wealth ManagementETF1.1K shtrimmed | $106.4K |
| Retirement Wealth Solutions LLC0-5 YR TIPS ETF260 shtrimmed | $25.9K |
| Valeo Financial Advisors, LLCETF18.3K shheld | $19.9K |
| ARMSTRONG ADVISORY GROUP, INC0-5 YR TIPS ETF166 shheld | $16.6K |
| Horrell Capital Management, Inc.BOND ETF140 shheld | $14K |
| Deane Retirement Strategies, Inc.ETF20 shtrimmed | $2K |
| GILPIN WEALTH MANAGEMENT, LLC0-5 YR TIPS ETF5 shheld | $499 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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