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iShares 0-5 Year TIPS Bond ETF
STIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BlackRock
1
BlackRock
New York
USD 133 M +USD 15.9 M +158,560 +14%
Modera Wealth Management
2
Modera Wealth Management
New Jersey
USD 88.1 M +USD 3.29 M +32,733 +4%
Bank of America
3
Bank of America
North Carolina
USD 72.3 M +USD 25.9 M +258,159 +56%
Personal Capital Advisors
4
Personal Capital Advisors
California
USD 57.3 M +USD 4.72 M +46,984 +9%
Destination Wealth Management
5
Destination Wealth Management
California
USD 43.7 M +USD 1.88 M +18,740 +4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
USD 42.8 M +USD 23.1 M +230,232 +117%
UBS Group
7
UBS Group
Switzerland
USD 34.4 M +USD 1.75 M +17,404 +5%
Cerity Partners OCIO
8
Cerity Partners OCIO
New York
USD 25 M +USD 4.83 M +48,083 +24%
Ladenburg Thalmann Financial Services
9
Ladenburg Thalmann Financial Services
Florida
USD 18.7 M -USD 1.55 M -15,446 -8%
Lee Financial
10
Lee Financial
Texas
USD 16.7 M +USD 2.05 M +20,392 +14%
Wells Fargo
11
Wells Fargo
California
USD 11.5 M -USD 10 M -100,025 -47%
James Investment Research
12
James Investment Research
Ohio
USD 9.9 M -USD 778 k -7,749 -7%
Morgan Stanley
13
Morgan Stanley
New York
USD 8.95 M -USD 3.78 M -37,645 -30%
TFF
14
The Family Firm
Maryland
USD 8.13 M +USD 755 k +7,519 +10%
CPWM LLC
15
CPWM LLC
Washington
USD 7.52 M -USD 91.5 k -911 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 7.28 M +USD 1.53 M +15,199 +26%
Raymond James & Associates
17
Raymond James & Associates
Florida
USD 7.09 M +USD 3.8 M +37,874 +116%
BB&T Securities
18
BB&T Securities
Virginia
USD 6.66 M +USD 2.85 M +28,360 +75%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 6.55 M +USD 1.6 M +15,908 +32%
WestEnd Advisors
20
WestEnd Advisors
North Carolina
USD 5.76 M +USD 3.14 M +31,240 +119%
Jane Street
21
Jane Street
New York
USD 5.67 M -USD 8.26 M -82,251 -59%
CFP
22
Cornerstone Financial Partners
North Carolina
USD 4.33 M +USD 550 k +5,472 +15%
SIAM
23
Sterling Investment Advisors (Missouri)
Missouri
USD 4.13 M +USD 315 k +3,135 +8%
Migdal Insurance & Financial Holdings
24
Migdal Insurance & Financial Holdings
Israel
USD 4.12 M +USD 645 k +6,421 +19%
Ameriprise
25
Ameriprise
Minnesota
USD 3.58 M +USD 104 k +1,037 +3%
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