iShares Trust - iShares TIPS Bond ETF
CL ˙ SNSE ˙ US4642871762
SecurityCL:TIP / iShares Trust - iShares TIPS Bond ETF
InstitutionBSW Wealth Partners
Latest Disclosed Ownership3,436 shares
Latest Disclosed Value $ 379,197
BSW Wealth Partners reports 3.56% increase in ownership of TIP / iShares Trust - iShares TIPS Bond ETF

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 3,436 shares of iShares Trust - iShares TIPS Bond ETF (CL:TIP) valued at $379,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,318 shares of iShares Trust - iShares TIPS Bond ETF. This represents a change in shares of 3.56% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F ISHARES TR TIPS BD ETF 464287176 3,436 118 3.56 379 4.12 0.0463
2026-01-23 2025-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,318 36 1.10 365 -0.27 0.0438
2025-10-15 2025-09-30 13F ISHARES TR TIPS BD ETF 464287176 3,282 3,282 365 0.0455
2019-02-13 2018-12-31 13F ISHARES TR TIPS BD ETF TIPS BD ETF 464287176 0 -2,996 -100.00 0 -100.00
2018-11-09 2018-09-30 13F ISHARES TR TIPS BD ETF TIPS BD ETF 464287176 2,996 2 0.07 331 -2.07 0.1261
2018-08-07 2018-06-30 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,994 -17 -0.56 338 -0.59 0.1462
2018-05-10 2018-03-31 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 3,011 0 0.00 340 -0.87 0.1523
2018-02-08 2017-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,011 23 0.77 343 1.18 0.1427
2017-11-03 2017-09-30 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,988 137 4.81 339 4.95 0.1477
2017-08-08 2017-06-30 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,851 17 0.60 323 -0.62 0.1470
2017-05-17 2017-03-31 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,834 -16 -0.56 325 0.62 0.1609
2017-02-13 2016-12-31 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,850 2,497 707.37 323 -89.35 0.1687
2016-11-10 2016-09-30 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 353 -2,668 -88.32 3,033 761.65 0.1047
2016-08-11 2016-06-30 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 3,021 -109 -3.48 352 -1.95 0.1935
2016-05-12 2016-03-31 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 3,130 565 22.03 359 27.76 0.2022
2016-02-12 2015-12-31 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,565 -243 -8.65 281 -9.65 0.1404
2015-11-09 2015-09-30 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,808 0 0.00 311 -1.27 0.1854
2015-08-14 2015-06-30 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,808 0 0.00 315 -1.25 0.2000
2015-05-14 2015-03-31 13F ISHARES TR TIPS BD ETF BOND ETF 464287176 2,808 -6 -0.21 319 1.27 0.2028
2015-02-13 2014-12-31 13F ISHARES TIPS BD ETF BOND ETF 464287176 2,814 66 2.40 315 2.27 0.2543
2014-11-12 2014-09-30 13F ISHARES TIPS BD ETF BOND ETF 464287176 2,748 174 6.76 308 3.70 0.2411
2014-08-12 2014-06-30 13F ISHARES TIPS BD ETF BOND ETF 464287176 2,574 -50 -1.91 297 1.02 0.2342
2014-05-13 2014-03-31 13F ISHARES TIPS BD ETF BOND ETF 464287176 2,624 0 0.00 294 2.08 0.2379
2014-02-20 2013-12-31 13F ISHARES TIPS BD ETF BOND ETF 464287176 2,624 0 0.00 288 -2.37 0.2300
2013-11-13 2013-09-30 13F ISHARES TIPS BD ETF BOND ETF 464287176 2,624 -78 -2.89 295 -2.64 0.2567
2013-08-13 2013-06-30 13F ISHARES TR BARCLYS TIPS BD BOND ETF 464287176 2,702 2,702 303 0.2662
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.