iShares Trust - iShares TIPS Bond ETF
CL ˙ SNSE ˙ US4642871762
SecurityCL:TIP / iShares Trust - iShares TIPS Bond ETF
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership3,531 shares
Latest Disclosed Value $ 389,674
Successful Portfolios LLC ownership in TIP / iShares Trust - iShares TIPS Bond ETF

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 3,531 shares of iShares Trust - iShares TIPS Bond ETF (CL:TIP) valued at $389,674 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,531 shares of iShares Trust - iShares TIPS Bond ETF. This represents a change in shares of 0.00% 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)
2026-04-13 2026-03-31 13F ISHARES TR TIPS BD ETF 464287176 3,531 0 0.00 390 0.00 0.2148
2026-01-23 2025-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,531 -35 -0.98 389 -1.77 0.1982
2025-10-15 2025-09-30 13F ISHARES TR TIPS BD ETF 464287176 3,566 800 28.92 397 30.26 0.2315
2025-07-21 2025-06-30 13F ISHARES TR TIPS BD ETF 464287176 2,766 -20 -0.72 304 -1.62 0.1871
2025-04-11 2025-03-31 13F ISHARES TR TIPS BD ETF 464287176 2,786 0 0.00 309 4.39 0.2105
2025-01-16 2024-12-31 13F ISHARES TR TIPS BD ETF 464287176 2,786 0 0.00 297 -3.58 0.1986
2024-10-09 2024-09-30 13F ISHARES TR TIPS BD ETF 464287176 2,786 -23 -0.82 308 2.68 0.2082
2024-07-12 2024-06-30 13F ISHARES TR TIPS BD ETF 464287176 2,809 0 0.00 300 -0.66 0.2095
2024-04-18 2024-03-31 13F ISHARES TR TIPS BD ETF 464287176 2,809 -205 -6.80 302 -6.81 0.2058
2024-01-18 2023-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,014 -50 -1.63 324 1.89 0.2421
2023-10-11 2023-09-30 13F ISHARES TR TIPS BD ETF 464287176 3,064 -1 -0.03 318 -3.65 0.2816
2023-07-20 2023-06-30 13F ISHARES TR TIPS BD ETF 464287176 3,065 -535 -14.86 330 -16.92 0.2840
2023-04-24 2023-03-31 13F ISHARES TR TIPS BD ETF 464287176 3,600 -357 -9.02 397 -5.94 0.2492
2023-01-27 2022-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,957 -1,292 -24.61 421 -23.59 0.2746
2022-10-12 2022-09-30 13F ISHARES TR TIPS BD ETF 464287176 5,249 -3,739 -41.60 551 -46.19 0.3996
2022-07-22 2022-06-30 13F ISHARES TR TIPS BD ETF 464287176 8,988 -837 -8.52 1,024 -16.34 0.6890
2022-04-21 2022-03-31 13F ISHARES TR TIPS BD ETF 464287176 9,825 -4,441 -31.13 1,224 -33.59 0.6968
2022-01-26 2021-12-31 13F ISHARES TR TIPS BD ETF 464287176 14,266 2,164 17.88 1,843 19.29 1.0017
2021-10-14 2021-09-30 13F ISHARES TR TIPS BD ETF 464287176 12,102 7,797 181.11 1,545 180.40 0.9226
2021-07-23 2021-06-30 13F ISHARES TR TIPS BD ETF 464287176 4,305 129 3.09 551 5.15 0.3340
2021-04-20 2021-03-31 13F ISHARES TR TIPS BD ETF 464287176 4,176 0 0.00 524 -1.69 0.3454
2021-02-02 2020-12-31 13F ISHARES TR TIPS BD ETF 464287176 4,176 -75 -1.76 533 -0.93 0.3824
2020-10-13 2020-09-30 13F ISHARES TR TIPS BD ETF 464287176 4,251 0 0.00 538 2.87 0.4293
2020-07-13 2020-06-30 13F ISHARES TR TIPS BD ETF 464287176 4,251 325 8.28 523 12.96 0.4600
2020-04-23 2020-03-31 13F ISHARES TR TIPS BD ETF 464287176 3,926 682 21.02 463 22.49 0.4682
2020-01-23 2019-12-31 13F ISHARES TR TIPS BD ETF 464287176 3,244 -692 -17.58 378 -17.47 0.3364
2019-10-11 2019-09-30 13F ISHARES TR TIPS BD ETF 464287176 3,936 248 6.72 458 7.51 0.4304
2019-07-11 2019-06-30 13F ISHARES TR TIPS BD ETF 464287176 3,688 -203 -5.22 426 -3.18 0.4571
2019-04-22 2019-03-31 13F ISHARES TR TIPS BD ETF 464287176 3,891 -413 -9.60 440 -6.58 0.4810
2019-01-14 2018-12-31 13F ISHARES TR TIPS BD ETF 464287176 4,304 -754 -14.91 471 -15.89 0.6019
2018-10-15 2018-09-30 13F ISHARES TR TIPS BD ETF 464287176 5,058 -15 -0.30 560 -2.27 0.6098
2018-07-24 2018-06-30 13F ISHARES TR TIPS BD ETF 464287176 5,073 -11 -0.22 573 -0.35 0.6692
2018-05-08 2018-03-31 13F ISHARES TR TIPS BD ETF 464287176 5,084 314 6.58 575 5.70 0.6981
2018-02-09 2017-12-31 13F ISHARES TR TIPS BD ETF 464287176 4,770 4,770 544 0.6759
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.