TIP — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns TIP? 61 Institutions Hold $145M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (TIP)? 61 institutions reported holding $144.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kwmg, LLC ($34.9M), Independence Financial Advisors, LLC ($21.3M), Heartwood Wealth Advisors LLC ($19.5M).

Rank	Institution	Value	Shares	Change
1	KWMG, LLC	$34.9M	335,041	Added
2	Independence Financial Advisors, LLC	$21.3M	205,008	Added
3	Heartwood Wealth Advisors LLC	$19.5M	187,329	Added
4	RTD Financial Advisors, Inc.	$14.9M	143,239	Added
5	Farther Finance Advisors, LLC	$10.7M	102,463	Added
6	Deane Retirement Strategies, Inc.	$6.4M	62,077	Added
7	Horizons Wealth Management	$6.1M	59,100	Added
8	CoreCap Advisors, LLC	$4.5M	43,166	Trimmed
9	MassMutual Private Wealth & Trust, FSB	$4.2M	40,261	Added
10	SigFig Wealth Management, LLC	$3.0M	28,919	Trimmed
11	Whalen Wealth Management Inc.	$2.2M	21,119	Added
12	Prosperity Planning, Inc.	$1.6M	0	Added
13	SPRING CAPITAL MANAGEMENT, LLC	$1.6M	15,189	Added
14	BOS Asset Management, LLC	$1.0M	9,679	Trimmed
15	Apella Capital, LLC	$951,938	9,132	Trimmed
16	FELL CAPITAL MANAGEMENT /ADV	$928,037	8,920	Hold
17	CHAPIN DAVIS, INC.	$754,839	7,255	Trimmed
18	Atlas Brown,Inc.	$696,277	6,692	Added
19	FSA Investment Group, LLC	$608,393	5,848	Added
20	Balefire, LLC	$606,911	5,833	Trimmed
21	FC Advisory LLC	$577,632	5,552	Added
22	May Barnhard Investments LLC	$495,968	4,767	Added
23	CANANDAIGUA NATIONAL BANK & TRUST CO	$458,816	4,410	Trimmed
24	CAMELOT TECHNOLOGY ADVISORS, INC.	$445,009	4,277	Trimmed
25	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$416,888	4,007	Hold

Source: SEC Form 13F filings · as of 2026-09-30