Stock ownership · SEC 13F · Q4 2025

ISHARES TIPS BOND ETF

Institutional ownership of ISHARES TIPS BOND ETF (CUSIP 464287176) - who holds it, how concentrated it is, and what moved last quarter.

$5.7M
Reported value
6
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ISHARES TIPS BOND ETF ranks #543 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $5.7M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

6
institutions hold it
$5.7M
reported 13F value
100%
held by top 5
#543
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, ISHARES TIPS BOND ETF ranks #543 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 464287176 · Q4 2025 $6M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #543/775
  • HOLDERS-FOCUS 6 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH SPDR SERIES TRUST
  • ACTIVITY-MID 6 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: SPDR SERIES TRUST

Read with: Ownership concentration guide - ISHARES TIPS BOND ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · ISHARES TIPS BOND ETF

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

NOVO-NORDISK A S F · near$6MSPDR SERIES TRUST · near$6MISHARES TIPS BOND ETF · this…$6MDOVER · near$6MSTATE STR · near$6M
Aggregate reported institutional value ($)
Largest institutional holders of ISHARES TIPS BOND ETF
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ISHARES TIPS BOND ETF position has fallen from 7 to 6 over the last 8 quarters of 13F filings.

24681012 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 6
Distinct 13F filers holding ISHARES TIPS BOND ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 SSA SWISS ADVISORS AG 48,907 $5.4M 94.4%
2 THRYVE WEALTH MANAGEMENT LLC 2,028 $223K 3.9%
3 Banque Transatlantique SA 350 $38K 0.7%
4 TD Capital Management LLC 231 $25K 0.4%
5 Strategic Investment Solutions, Inc. /IL 200 $22K 0.4%
6 Anchor Investment Management, LLC 85 $9K 0.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES TIPS BOND ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
99.3%
Shared-defined discretion (DFND)
0.7%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold ISHARES TIPS BOND ETF?
ISHARES TIPS BOND ETF is held by 6 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ISHARES TIPS BOND ETF sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, ISHARES TIPS BOND ETF ranks #543 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ISHARES TIPS BOND ETF?
Institutions report $5.7M of ISHARES TIPS BOND ETF as of Q4 2025.
How concentrated is ownership of ISHARES TIPS BOND ETF?
The top five institutional holders account for 100% of the reported institutional value in ISHARES TIPS BOND ETF, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ISHARES TIPS BOND ETF?
SSA SWISS ADVISORS AG is the largest reported holder of ISHARES TIPS BOND ETF with $5.4M across 48,907 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for ISHARES TIPS BOND ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($5.7M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (6 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.