Cwm, Llc reports 0.78% increase in ownership of TIP / iShares Trust - iShares TIPS Bond ETF - 13F, 13D, 13G Filings

iShares Trust - iShares TIPS Bond ETF

US ˙ ARCA ˙ US4642871762

Security	TIP / iShares Trust - iShares TIPS Bond ETF
Institution	Cwm, Llc
Latest Disclosed Ownership	152,444 shares
Latest Disclosed Value	$ 16,823,692

Cwm, Llc reports 0.78% increase in ownership of TIP / iShares Trust - iShares TIPS Bond ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 152,444 shares of iShares Trust - iShares TIPS Bond ETF (US:TIP) valued at $16,823,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 151,266 shares of iShares Trust - iShares TIPS Bond ETF. This represents a change in shares of 0.78% during the quarter. The current value of the position is $16,733,778 USD.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	152,444	1,178	0.78	16,824	105,043.75	0.0437
2026-01-26	2025-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	151,266	34,426	29.46	17	33.33	0.0450
2025-10-15	2025-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	116,840	63,481	118.97	13	140.00	0.0391
2025-07-25	2025-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	53,359	1,776	3.44	6	0.00	0.0207
2025-05-01	2025-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	51,583	23,065	80.88	6	66.67	0.0229
2025-02-04	2024-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	28,518	6,723	30.85	3	50.00	0.0126
2024-10-08	2024-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	21,795	-502,637	-95.84	2	-96.36	0.0104
2024-07-10	2024-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	524,432	-25,923	-4.71	56	-6.78	0.2640
2024-04-05	2024-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	550,355	-833	-0.15	59	0.00	0.2874
2024-02-01	2023-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	551,188	-51,963	-8.62	59	-4.84	0.3185
2023-10-11	2023-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	603,151	570,233	1,732.28	63	1,966.67	0.3834
2023-08-03	2023-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	32,918	-3,103	-8.61	4	0.00	0.0219
2023-05-01	2023-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	36,021	-207,805	-85.23	4	-88.00	0.0268
2023-02-01	2022-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	243,826	-1,024,039	-80.77	26	-99.98	0.1912
2022-10-27	2022-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	1,267,865	-789,299	-38.37	132,999	-43.24	1.0565
2022-07-28	2022-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	2,057,164	888,330	76.00	234,332	60.94	1.8154
2022-04-21	2022-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	1,168,834	-558,149	-32.32	145,602	-34.74	1.0328
2022-01-31	2021-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	1,726,983	1,689,311	4,484.26	223,126	4,527.25	1.5708
2021-09-15	2021-06-30	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2021-07-29	2021-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	37,672	0		4,822		0.0384
2021-09-15	2021-03-31	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2021-04-27	2021-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	32,710	-4,962		4,105		0.0361
2021-09-15	2020-12-31	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2021-01-27	2020-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	3,399	-34,273		434		0.0041
2021-09-15	2020-09-30	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2020-10-19	2020-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	9,311	-28,361		1,178		0.0131
2021-09-15	2020-06-30	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2020-07-22	2020-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	8,715	-28,957		1,072		0.0127
2021-09-15	2020-03-31	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2020-04-28	2020-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	201	-37,471		24		0.0004
2021-09-14	2019-12-31	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2020-01-27	2019-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	628	-37,044		73		0.0009
2021-09-14	2019-09-30	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2019-10-22	2019-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	6,462	-31,210		751		0.0109
2021-09-14	2019-06-30	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	0	0.00	4,822	0.00	0.0384
2019-07-31	2019-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	1,414	-36,258		163		0.0027
2021-09-02	2019-03-31	13F/A-1	ISHARES TR	TIPS BD ETF	464287176	37,672	36,376	2,806.79	4,822	3,295.77	0.0384
2019-04-22	2019-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	1,936	640		219		0.0044
2019-01-25	2018-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	1,296	830	178.11	142	173.08	0.0035
2018-10-29	2018-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	466	12	2.64	52	1.96	0.0013
2018-07-31	2018-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	454	154	51.33	51	50.00	0.0017
2018-04-26	2018-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	300	243	426.32	34	385.71	0.0014
2018-01-16	2017-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	57	-497	-89.71	7	-88.89	0.0003
2017-10-16	2017-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	554	-79,491	-99.31	63	-99.31	0.0030
2017-07-17	2017-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	80,045	-16,559	-17.14	9,080	-18.02	0.4653
2017-04-17	2017-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	96,604	54,344	128.59	11,076	131.57	0.6263
2017-01-19	2016-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	42,260	7,919	23.06	4,783	19.58	0.2931
2016-10-17	2016-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	34,341	6,672	24.11	4,000	23.92	0.2761
2016-07-21	2016-06-30	13F	ISHARES TR	TIPS BD ETF	464287176	27,669	12,486	82.24	3,228	85.41	0.2354
2016-04-18	2016-03-31	13F	ISHARES TR	TIPS BD ETF	464287176	15,183	13,329	718.93	1,741	757.64	0.1529
2016-02-01	2015-12-31	13F	ISHARES TR	TIPS BD ETF	464287176	1,854	1,790	2,796.88	203	2,800.00	0.0198
2015-10-30	2015-09-30	13F	ISHARES TR	TIPS BD ETF	464287176	64	64		7		0.0007

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.