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iShares 0-5 Year TIPS Bond ETF
STIP

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$2.93B +$348M +3,411,258 +14%
Betterment LLC
2
Betterment LLC
New York
$395M -$23.3M -228,251 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$328M -$14.3M -140,503 -4%
MWM
4
Modera Wealth Management
New Jersey
$203M +$6.44M +63,214 +3%
RWM
5
Ritholtz Wealth Management
New York
$184M +$20.9M +205,304 +13%
LPL Financial
6
LPL Financial
California
$166M +$6.7M +65,726 +4%
Morgan Stanley
7
Morgan Stanley
New York
$141M +$14.9M +145,900 +12%
JP Morgan Chase
8
JP Morgan Chase
New York
$119M +$63.4M +621,864 +118%
3AM
9
3EDGE Asset Management
Florida
$113M -$17.1M -168,046 -13%
PCIG
10
Partners Capital Investment Group
Massachusetts
$103M +$34.7M +340,117 +52%
DWM
11
Dynasty Wealth Management
Florida
$97.9M +$51.6M +506,435 +115%
Bank of America
12
Bank of America
North Carolina
$97.7M -$26.7M -262,082 -22%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$96.6M +$3.55M +34,800 +4%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$95.4M +$8.76M +85,973 +10%
QWP
15
Quotient Wealth Partners
Texas
$93.6M +$47.9M +470,472 +108%
Renaissance Technologies
16
Renaissance Technologies
New York
$93.4M +$44.4M +435,900 +93%
AssetMark Inc
17
AssetMark Inc
California
$88.5M +$28.2M +276,740 +48%
WCM
18
Wealthcare Capital Management
Virginia
$80.2M +$212K +2,080 +0.3%
DWM
19
Destination Wealth Management
California
$76.7M +$1.92M +18,883 +3%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$76.6M +$3.54M +34,733 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$73.6M +$19.9M +195,259 +38%
State Street
22
State Street
Massachusetts
$66.1M -$4.02M -39,461 -6%
MWM
23
Modern Wealth Management
Kansas
$64.5M -$1.52M -14,878 -2%
HTC
24
Haverford Trust Company
Pennsylvania
$63.2M +$1.8M +17,695 +3%
Ameriprise
25
Ameriprise
Minnesota
$60.6M +$6.1M +59,857 +11%
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