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iShares 0-5 Year TIPS Bond ETF
STIP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Betterment LLC
1
Betterment LLC
New York
USD 336 M +USD 25.8 M +259,876 +8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
USD 309 M +USD 252 M +2,541,106 +449%
BlackRock
3
BlackRock
New York
USD 180 M +USD 3.7 M +37,318 +2%
Modera Wealth Management
4
Modera Wealth Management
New Jersey
USD 170 M +USD 10.8 M +109,366 +7%
Bank of America
5
Bank of America
North Carolina
USD 158 M -USD 9.36 M -94,300 -6%
Ritholtz Wealth Management
6
Ritholtz Wealth Management
New York
USD 142 M +USD 5.2 M +52,456 +4%
LPL Financial
7
LPL Financial
California
USD 126 M -USD 8.53 M -86,021 -6%
Morgan Stanley
8
Morgan Stanley
New York
USD 123 M -USD 8.94 M -90,130 -7%
Modern Wealth Management
9
Modern Wealth Management
Kansas
USD 103 M -USD 5.1 M -51,389 -5%
Partners Capital Investment Group
10
Partners Capital Investment Group
Massachusetts
USD 89.6 M +USD 39.3 M +395,723 +78%
Wealthcare Advisory Partners
11
Wealthcare Advisory Partners
Pennsylvania
USD 80.3 M +USD 4.67 M +47,113 +6%
O'Shaughnessy Asset Management
12
O'Shaughnessy Asset Management
Connecticut
USD 75.7 M +USD 4.46 M +44,975 +6%
Ameriprise
13
Ameriprise
Minnesota
USD 74 M -USD 3.68 M -37,139 -5%
Wealthcare Capital Management
14
Wealthcare Capital Management
Virginia
USD 71.9 M +USD 5.66 M +57,097 +9%
AlTi Global
15
AlTi Global
New York
USD 71.7 M -USD 12.4 M -124,694 -15%
State Street
16
State Street
Massachusetts
USD 69.3 M -USD 998 k -10,059 -1%
Destination Wealth Management
17
Destination Wealth Management
California
USD 68.5 M +USD 1.24 M +12,497 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 60.9 M -USD 42.2 M -425,546 -41%
Haverford Trust Company
19
Haverford Trust Company
Pennsylvania
USD 58.3 M -USD 1.73 M -17,431 -3%
3EDGE Asset Management
20
3EDGE Asset Management
Florida
USD 56.4 M -USD 1.54 M -15,513 -3%
Keating Investment Counselors
21
Keating Investment Counselors
Florida
USD 52.2 M -USD 3.7 M -37,270 -7%
JP Morgan Chase
22
JP Morgan Chase
New York
USD 50.3 M -USD 2.32 M -23,424 -4%
M. Kulyk & Associates
23
M. Kulyk & Associates
Georgia
USD 49.5 M +USD 1.47 M +14,796 +3%
Cerity Partners
24
Cerity Partners
New York
USD 46.5 M +USD 1.28 M +12,885 +3%
Tortoise Investment Management
25
Tortoise Investment Management
New York
USD 44.8 M +USD 7.32 M +73,759 +20%
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