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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 2509 M +USD 2324 M +23,054,900 +1,222%
Betterment LLC
2
Betterment LLC
New York
USD 407 M +USD 18.3 M +181,322 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
USD 333 M +USD 29.6 M +293,457 +10%
Modera Wealth Management
4
Modera Wealth Management
New Jersey
USD 191 M +USD 8.33 M +82,678 +5%
Ritholtz Wealth Management
5
Ritholtz Wealth Management
New York
USD 158 M +USD 5.97 M +59,199 +4%
LPL Financial
6
LPL Financial
California
USD 155 M +USD 7.61 M +75,531 +5%
3EDGE Asset Management
7
3EDGE Asset Management
Florida
USD 127 M +USD 77.6 M +770,017 +157%
Morgan Stanley
8
Morgan Stanley
New York
USD 122 M +USD 6.78 M +67,226 +6%
Bank of America
9
Bank of America
North Carolina
USD 121 M -USD 2.01 M -19,968 -2%
Wealthcare Advisory Partners
10
Wealthcare Advisory Partners
Pennsylvania
USD 90.4 M +USD 6.89 M +68,332 +8%
O'Shaughnessy Asset Management
11
O'Shaughnessy Asset Management
Connecticut
USD 84.1 M +USD 2.59 M +25,731 +3%
Wealthcare Capital Management
12
Wealthcare Capital Management
Virginia
USD 77.8 M +USD 4.53 M +44,924 +6%
Destination Wealth Management
13
Destination Wealth Management
California
USD 72.7 M +USD 1.22 M +12,098 +2%
F.L. Putnam Investment Management
14
F.L. Putnam Investment Management
Massachusetts
USD 71 M +USD 25.4 M +251,606 +55%
State Street
15
State Street
Massachusetts
USD 68.2 M +USD 501 k +4,967 +0.7%
Partners Capital Investment Group
16
Partners Capital Investment Group
Massachusetts
USD 65.9 M -USD 30.6 M -303,939 -32%
AlTi Global
17
AlTi Global
New York
USD 65.5 M -USD 4.1 M -40,706 -6%
Modern Wealth Management
18
Modern Wealth Management
Kansas
USD 64.2 M -USD 41.7 M -413,595 -39%
Haverford Trust Company
19
Haverford Trust Company
Pennsylvania
USD 59.6 M +USD 1.24 M +12,326 +2%
AssetMark Inc
20
AssetMark Inc
California
USD 58.2 M +USD 58.3 M +578,522 +459,144%
JP Morgan Chase
21
JP Morgan Chase
New York
USD 53.2 M +USD 1.65 M +16,338 +3%
Ameriprise
22
Ameriprise
Minnesota
USD 52.9 M -USD 12.6 M -125,216 -19%
Keating Investment Counselors
23
Keating Investment Counselors
Florida
USD 52.6 M -USD 225 k -2,229 -0.4%
M. Kulyk & Associates
24
M. Kulyk & Associates
Georgia
USD 52.4 M +USD 1.1 M +10,936 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
USD 51.9 M -USD 10.5 M -104,223 -17%
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