Who Owns iShares 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 TIPS Bond ETF.
Who crossed 5% of TIP →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 |
|---|---|
| KWMG, LLCTIPS BD ETF335K shadded | $34.9M |
| Independence Financial Advisors, LLCTIPS BD ETF205K shadded | $21.3M |
| Heartwood Wealth Advisors LLCETF187.3K shadded | $19.5M |
| RTD Financial Advisors, Inc.TIPS BD ETF143.2K shadded | $14.9M |
| Farther Finance Advisors, LLCETF102.5K shadded | $10.7M |
| Deane Retirement Strategies, Inc.ETF62.1K shadded | $6.4M |
| Horizons Wealth ManagementETF59.1K shadded | $6.1M |
| CoreCap Advisors, LLCETF43.2K shtrimmed | $4.5M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund40.3K shadded | $4.2M |
| SigFig Wealth Management, LLCTIPS BD ETF28.9K shtrimmed | $3M |
| Whalen Wealth Management Inc.TIPS BD ETF21.1K shadded | $2.2M |
| Prosperity Planning, Inc.TIPS BD ETF15.5K shadded | $1.6M |
| SPRING CAPITAL MANAGEMENT, LLCTIPS BD ETF15.2K shadded | $1.6M |
| BOS Asset Management, LLCTIPS BD ETF9.7K shtrimmed | $1M |
| Apella Capital, LLCTIPS BD ETF9.1K shtrimmed | $951.9K |
| FELL CAPITAL MANAGEMENT /ADVTIPS BD ETF8.9K shheld | $928K |
| CHAPIN DAVIS, INC.TIPS BD ETF7.3K shtrimmed | $754.8K |
| Atlas Brown,Inc.ETF6.7K shadded | $696.3K |
| FSA Investment Group, LLCTIPS BD ETF5.8K shadded | $608.4K |
| Balefire, LLCTIPS BD ETF5.8K shtrimmed | $606.9K |
| FC Advisory LLCTIPS BD ETF5.6K shadded | $577.6K |
| Councilor Wealth, LLCTIPS BD ETF4.8K shadded | $496K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.4K shtrimmed | $458.8K |
| CAMELOT TECHNOLOGY ADVISORS, INC.TIPS BD ETF4.3K shtrimmed | $445K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCTIPS BD ETF4K shheld | $416.9K |
| SAPIENT CAPITAL LLCTIPS BD ETF3.9K shheld | $407.4K |
| TILIA FIDUCIARY PARTNERS, INC.ETF3.9K shtrimmed | $401.8K |
| Matrix Trust CoTIPS BD ETF3.8K shtrimmed | $395K |
| Hardin Capital Partners, LLCTIPS BD ETF3.6K shtrimmed | $377.2K |
| Successful Portfolios LLCTIPS BD ETF3.5K shheld | $365.1K |
| Dorato Capital ManagementTIPS BD ETF3.4K shheld | $352.7K |
| Aletheian Wealth Advisors LLCTIPS BD ETF3.1K shadded | $326.3K |
| Bath Savings Trust CoFixed Income ETF3.1K shtrimmed | $322.5K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCTIPS BD ETF3.1K shheld | $317.8K |
| Nautilus Advisors LLCTIPS BD ETF3K shheld | $312.1K |
| DAVIDSON TRUST COFixed Income2.5K shheld | $261.1K |
| Paragon Capital Management LtdTIPS BD ETF2.5K shheld | $260.1K |
| Venture Visionary Partners LLCTIPS BD ETF2.5K shtrimmed | $259.4K |
| DKM Wealth Management, Inc.TIPS BD ETF2.4K shheld | $250.9K |
| GILPIN WEALTH MANAGEMENT, LLCTIPS BD ETF2.1K shtrimmed | $219.7K |
| EPIQ PARTNERS, LLCTIPS BD ETF2K shadded | $207.9K |
| GK Wealth Management LLCTIPS BD ETF1.6K shtrimmed | $167.7K |
| ARMSTRONG ADVISORY GROUP, INCTIPS BD ETF1.2K shheld | $127K |
| EASTERN BANKTIPS BD ETF333 shheld | $34.7K |
| Gladwyn Financial Advisors, Inc.TIPS BD ETF258 shadded | $26.9K |
| Frisco Financial Planning LLCExchange Traded Fund210 shheld | $21.8K |
| Bangor Savings BankTIPS BD ETF154 shheld | $16K |
| TOMPKINS FINANCIAL CORPTIPS BD ETF128 shheld | $13.3K |
| TOTH FINANCIAL ADVISORY CORPTIPS BD ETF113 shheld | $11.8K |
| Olistico Wealth, LLCETF75 shheld | $7.8K |
| Trust CoETF47 sh— | $4.9K |
| Investors Research CorpTIPS BD ETF28 shheld | $2.9K |
| Davis Capital ManagementETF20 sh— | $2.1K |
| GAMMA Investing LLCETF14 shheld | $1.5K |
| Retirement Wealth Solutions LLCTIPS BD ETF9 shtrimmed | $925 |
| VALLEY WEALTH MANAGERS, INC.ETF1 shheld | $93 |
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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