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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$50.8M +$51.6M +504,535 New
CPO
2
Cerity Partners OCIO
New York
$46.4M +$47.1M +461,337 New
Bank of America
3
Bank of America
North Carolina
$35.4M +$35.9M +351,408 New
AUIM
4
Aegon USA Investment Management
Iowa
$20.7M +$21.1M +206,070 New
U
5
UBS
Switzerland
$15.6M +$15.9M +155,153 New
Morgan Stanley
6
Morgan Stanley
New York
$11.3M +$11.5M +112,386 New
BIT
7
BlackRock Institutional Trust
California
$11.2M +$11.4M +111,494 New
MAS
8
Madden Advisory Services
Florida
$9.56M +$9.7M +94,927 New
NA
9
Nottingham Advisors
New York
$8.59M +$8.72M +85,328 New
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$8.12M +$8.24M +80,654 New
Wells Fargo
11
Wells Fargo
California
$6.68M +$6.78M +66,338 New
NEPWA
12
New England Private Wealth Advisors
Massachusetts
$6.26M +$6.35M +62,145 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$6.11M +$6.2M +60,707 New
GF
14
Genworth Financial
Virginia
$6.08M +$6.17M +60,403 New
LPL Financial
15
LPL Financial
California
$4.69M +$4.76M +46,577 New
JIR
16
James Investment Research
Ohio
$4.11M – – –
USAA
17
United Services Automobile Association
Texas
$4.03M +$4.09M +40,000 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.67M +$3.72M +36,442 New
CL
19
CPWM LLC
Washington
$3.05M +$3.09M +30,289 New
SNC
20
Stifel Nicolaus & Co
Missouri
$2.85M +$2.89M +28,314 New
BMM
21
Buffington Mohr McNeal
Idaho
$2.66M +$2.7M +26,460 New
CFS
22
Community Financial System
New York
$2.38M +$2.41M +23,615 New
PAS
23
Partnervest Advisory Services
California
$1.84M +$1.87M +18,276 New
GHC
24
GETCO Holding Company
Illinois
$1.42M +$1.44M +14,062 New
CIBC World Market
25
CIBC World Market
Ontario, Canada
$1.26M +$1.28M +12,557 New
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