iShares Trust - iShares TIPS Bond ETF
CL ˙ SNSE ˙ US4642871762
SecurityCL:TIP / iShares Trust - iShares TIPS Bond ETF
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership3,818 shares
Latest Disclosed Value $ 421,365
Sequoia Financial Advisors, LLC reports 0.55% increase in ownership of TIP / iShares Trust - iShares TIPS Bond ETF

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 3,818 shares of iShares Trust - iShares TIPS Bond ETF (CL:TIP) valued at $421,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,797 shares of iShares Trust - iShares TIPS Bond ETF. This represents a change in shares of 0.55% 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)
2026-04-30 2026-03-31 13F ISHARES TR TIPS BD ETF 464287176 3,818 21 0.55 421 0.96 0.0024
2026-02-03 2025-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,797 -574 -13.13 417 -14.20 0.0023
2025-10-29 2025-09-30 13F ISHARES TR TIPS BD ETF 464287176 4,371 -3,142 -41.82 486 -41.16 0.0030
2025-07-25 2025-06-30 13F ISHARES TR TIPS BD ETF 464287176 7,513 -425 -5.35 827 -6.24 0.0057
2025-04-23 2025-03-31 13F ISHARES TR TIPS BD ETF 464287176 7,938 -746 -8.59 882 -4.76 0.0068
2025-08-08 2024-12-31 13F/A-1 ISHARES TR TIPS BD ETF 464287176 8,684 4,422 103.75 925 96.81 0.0089
2025-02-07 2024-12-31 13F ISHARES TR TIPS BD ETF 464287176 8,684 4,422 925 0.0089
2024-10-21 2024-09-30 13F ISHARES TR TIPS BD ETF 464287176 4,262 -18 -0.42 471 3.07 0.0051
2024-07-15 2024-06-30 13F ISHARES TR TIPS BD ETF 464287176 4,280 -229 -5.08 457 -5.79 0.0055
2024-04-30 2024-03-31 13F ISHARES TR TIPS BD ETF 464287176 4,509 1,354 42.92 484 42.77 0.0060
2024-01-26 2023-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,155 -1,885 -37.40 339 -35.06 0.0042
2023-11-08 2023-09-30 13F ISHARES TR TIPS BD ETF 464287176 5,040 -383 -7.06 523 -10.46 0.0092
2023-08-08 2023-06-30 13F ISHARES TR TIPS BD ETF 464287176 5,423 -2,365 -30.37 584 -32.05 0.0100
2023-04-25 2023-03-31 13F ISHARES TR TIPS BD ETF 464287176 7,788 -1,132 -12.69 859 -9.59 0.0191
2023-02-10 2022-12-31 13F/A-1 ISHARES TR TIPS BD ETF 464287176 8,920 1,269 16.59 949 18.18 0.0233
2023-01-18 2022-12-31 13F ISHARES TR TIPS BD ETF 464287176 8,920 1,269 949 0.0214
2022-10-26 2022-09-30 13F ISHARES TR TIPS BD ETF 464287176 7,651 -2,119 -21.69 803 -27.85 0.0253
2022-07-22 2022-06-30 13F ISHARES TR TIPS BD ETF 464287176 9,770 316 3.34 1,113 -5.52 0.0315
2022-05-13 2022-03-31 13F ISHARES TR TIPS BD ETF 464287176 9,454 1,542 19.49 1,178 15.26 0.0294
2022-02-22 2021-12-31 13F/A-1 ISHARES TR TIPS BD ETF 464287176 7,912 6,085 333.06 1,022 338.63 0.0279
2022-02-11 2021-12-31 13F ISHARES TR TIPS BD ETF 464287176 7,912 6,085 1,022 0.0187
2021-10-26 2021-09-30 13F ISHARES TR TIPS BD ETF 464287176 1,827 -910 -33.25 233 -33.43 0.0237
2021-07-27 2021-06-30 13F ISHARES TR TIPS BD ETF 464287176 2,737 -21 -0.76 350 1.16 0.0128
2021-05-14 2021-03-31 13F ISHARES TR TIPS BD ETF 464287176 2,758 285 11.52 346 9.49 0.0145
2021-02-12 2020-12-31 13F ISHARES TR TIPS BD ETF 464287176 2,473 -339 -12.06 316 -11.24 0.0144
2020-10-23 2020-09-30 13F ISHARES TR TIPS BD ETF 464287176 2,812 440 18.55 356 21.92 0.0188
2020-08-25 2020-06-30 13F/A-1 ISHARES TR TIPS BD ETF 464287176 2,372 -445 -15.80 292 -12.05 0.0173
2020-08-11 2020-06-30 13F ISHARES TR TIPS BD ETF 464287176 0 -2,817 292 17,290.0868
2020-05-11 2020-03-31 13F ISHARES TR TIPS BD ETF 464287176 2,817 -307 -9.83 332 -8.79 0.0245
2020-02-13 2019-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,124 751 31.65 364 31.88 0.0231
2019-10-22 2019-09-30 13F ISHARES TR TIPS BD ETF 464287176 2,373 0 0.00 276 0.73 0.0200
2019-07-31 2019-06-30 13F ISHARES TR TIPS BD ETF 464287176 2,373 470 24.70 274 27.44 0.0204
2019-05-13 2019-03-31 13F ISHARES TR TIPS BD ETF 464287176 1,903 40 2.15 215 5.39 0.0177
2019-02-14 2018-12-31 13F ISHARES TR TIPS BD ETF 464287176 1,863 -128 -6.43 204 -7.27 0.0236
2018-11-14 2018-09-30 13F ISHARES TR TIPS BD ETF 464287176 1,991 -153 -7.14 220 -9.09 0.0219
2018-08-13 2018-06-30 13F ISHARES TR TIPS BD ETF 464287176 2,144 280 15.02 242 14.69 0.0258
2018-05-14 2018-03-31 13F ISHARES TR TIPS BD ETF 464287176 1,864 44 2.42 211 1.44 0.0222
2018-02-13 2017-12-31 13F ISHARES TR TIPS BD ETF 464287176 1,820 0 0.00 208 0.48 0.0219
2017-11-13 2017-09-30 13F ISHARES TR TIPS BD ETF 464287176 1,820 0 0.00 207 0.49 0.0245
2017-08-09 2017-06-30 13F ISHARES TR TIPS BD ETF 464287176 1,820 27 1.51 206 0.00 0.0255
2017-05-01 2017-03-31 13F ISHARES TR TIPS BD ETF 464287176 1,793 0 0.00 206 1.48 0.0262
2017-02-14 2016-12-31 13F ISHARES TR TIPS BD ETF 464287176 1,793 1,793 203 0.0290
2015-02-17 2014-12-31 13F ISHARES TR TIPS BD ETF 464287176 0 -2,175 -100.00 0 -100.00
2014-10-29 2014-09-30 13F ISHARES TR TIPS BD ETF 464287176 2,175 -156 -6.69 244 -9.29 0.1692
2014-08-05 2014-06-30 13F ISHARES TIPS BD ETF 464287176 2,331 -624 -21.12 269 -18.73 0.2045
2014-05-15 2014-03-31 13F ISHARES TIPS BD ETF 464287176 2,955 -3,295 -52.72 331 -51.82 0.2756
2014-02-12 2013-12-31 13F ISHARES TIPS BD ETF 464287176 6,250 6,250 687 0.5685
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.