iShares Trust - iShares TIPS Bond ETF
US ˙ ARCA ˙ US4642871762

SecurityTIP / iShares Trust - iShares TIPS Bond ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership32,868 shares
Latest Disclosed Value $ 3,627,279
Sigma Planning Corp reports 5.51% increase in ownership of TIP / iShares Trust - iShares TIPS Bond ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 32,868 shares of iShares Trust - iShares TIPS Bond ETF (US:TIP) valued at $3,627,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 31,152 shares of iShares Trust - iShares TIPS Bond ETF. This represents a change in shares of 5.51% during the quarter. The current value of the position is $3,607,920 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F ISHARES TR TIPS BD ETF 464287176 32,868 1,716 5.51 3,627 5.96 0.1007
2026-01-30 2025-12-31 13F ISHARES TR TIPS BD ETF 464287176 31,152 -744 -2.33 3,424 -3.50 0.0945
2025-11-10 2025-09-30 13F ISHARES TR TIPS BD ETF 464287176 31,896 2,377 8.05 3,547 9.21 0.1008
2025-08-05 2025-06-30 13F ISHARES TR TIPS BD ETF 464287176 29,519 -1,191 -3.88 3,248 -4.78 0.0977
2025-05-02 2025-03-31 13F ISHARES TR TIPS BD ETF 464287176 30,710 -926 -2.93 3,412 1.22 0.1088
2025-02-03 2024-12-31 13F ISHARES TR TIPS BD ETF 464287176 31,636 -3,911 -11.00 3,371 -14.16 0.1058
2024-11-04 2024-09-30 13F ISHARES TR TIPS BD ETF 464287176 35,547 405 1.15 3,927 4.64 0.1203
2024-08-06 2024-06-30 13F ISHARES TR TIPS BD ETF 464287176 35,142 -7,108 -16.82 3,752 -17.32 0.1189
2024-05-02 2024-03-31 13F ISHARES TR TIPS BD ETF 464287176 42,250 23,065 120.22 4,538 120.08 0.1426
2024-02-01 2023-12-31 13F ISHARES TR TIPS BD ETF 464287176 19,185 -26,990 -58.45 2,062 -56.94 0.1613
2023-11-06 2023-09-30 13F ISHARES TR TIPS BD ETF 464287176 46,175 -4,438 -8.77 4,789 -12.06 0.1795
2023-08-02 2023-06-30 13F ISHARES TR TIPS BD ETF 464287176 50,613 -26,539 -34.40 5,447 -35.97 0.1956
2023-05-08 2023-03-31 13F ISHARES TR TIPS BD ETF 464287176 77,152 -54,703 -41.49 8,506 -39.39 0.2827
2023-01-24 2022-12-31 13F ISHARES TR TIPS BD ETF 464287176 131,855 -8,496 -6.05 14,035 -4.68 0.5018
2022-11-10 2022-09-30 13F ISHARES TR TIPS BD ETF 464287176 140,351 -37,449 -21.06 14,723 -27.30 0.5612
2022-08-11 2022-06-30 13F ISHARES TR TIPS BD ETF 464287176 177,800 -46,671 -20.79 20,253 -27.57 0.7039
2022-04-20 2022-03-31 13F ISHARES TR TIPS BD ETF 464287176 224,471 56,803 33.88 27,962 29.08 0.8377
2022-02-02 2021-12-31 13F ISHARES TIPS BOND ETF ETF 464287176 167,668 50,249 42.79 21,663 44.49 0.6038
2021-10-28 2021-09-30 13F ISHARES TR TIPS BD ETF 464287176 117,419 29,046 32.87 14,993 32.53 0.4509
2021-08-13 2021-06-30 13F ISHARES TIPS BOND ETF ETF 464287176 88,373 17,819 25.26 11,313 27.76 0.3372
2021-05-06 2021-03-31 13F ISHARES TIPS BOND ETF ETF 464287176 70,554 3,023 4.48 8,855 2.73 0.2829
2021-02-09 2020-12-31 13F ISHARES TR TIPS BD ETF 464287176 67,531 9,148 15.67 8,620 16.71 0.2932
2020-11-03 2020-09-30 13F ISHARES TR TIPS BD ETF 464287176 58,383 3,429 6.24 7,386 9.28 0.2923
2020-07-31 2020-06-30 13F ISHARES TR TIPS BD ETF 464287176 54,954 14,424 35.59 6,759 41.43 0.2967
2020-05-01 2020-03-31 13F ISHARES TR TIPS BD ETF 464287176 40,530 -2,974 -6.84 4,779 -5.76 0.2837
2020-02-03 2019-12-31 13F ISHARES TR TIPS BD ETF 464287176 43,504 -2,722 -5.89 5,071 -5.67 0.2139
2019-11-01 2019-09-30 13F ISHARES TR TIPS BD ETF 464287176 46,226 -4,733 -9.29 5,376 -8.65 0.2580
2019-08-01 2019-06-30 13F ISHARES TR TIPS BD ETF 464287176 50,959 -3,921 -7.14 5,885 -5.16 0.3032
2019-05-01 2019-03-31 13F ISHARES TR TIPS BD ETF 464287176 54,880 -4,779 -8.01 6,205 -5.02 0.3523
2019-01-31 2018-12-31 13F ISHARES TR TIPS BD ETF 464287176 59,659 -8,214 -12.10 6,533 -12.99 0.4752
2018-11-07 2018-09-30 13F ISHARES TR TIPS BD ETF 464287176 67,873 -1,514 -2.18 7,508 -4.14 0.4414
2018-08-02 2018-06-30 13F ISHARES TR TIPS BD ETF 464287176 69,387 -12,808 -15.58 7,832 -15.71 0.5243
2018-05-11 2018-03-31 13F ISHARES TR TIPS BD ETF 464287176 82,195 -1,013 -1.22 9,292 -2.11 0.6794
2018-02-07 2017-12-31 13F ISHARES TR TIPS BD ETF 464287176 83,208 5,235 6.71 9,492 7.18 0.7312
2017-11-06 2017-09-30 13F ISHARES TR TIPS BD ETF 464287176 77,973 2,885 3.84 8,856 3.98 0.7303
2017-08-02 2017-06-30 13F ISHARES TR TIPS BD ETF 464287176 75,088 2,388 3.28 8,517 2.18 0.8003
2017-04-24 2017-03-31 13F ISHARES TR TIPS BD ETF 464287176 72,700 3,265 4.70 8,335 6.07 0.8071
2017-01-23 2016-12-31 13F ISHARES TR TIPS BD ETF 464287176 69,435 17,274 33.12 7,858 29.33 0.8589
2016-11-07 2016-09-30 13F ISHARES TR TIPS BD ETF 464287176 52,161 2,034 4.06 6,076 3.90 0.7204
2016-07-22 2016-06-30 13F ISHARES TR TIPS BD ETF 464287176 50,127 -1,512 -2.93 5,848 -1.22 0.7623
2016-04-18 2016-03-31 13F ISHARES TR TIPS BD ETF 464287176 51,639 12,689 32.58 5,920 38.58 0.8092
2016-01-20 2015-12-31 13F ISHARES TR TIPS BD ETF 464287176 38,950 -28,324 -42.10 4,272 -42.63 0.5980
2015-11-02 2015-09-30 13F ISHARES TR TIPS BD ETF 464287176 67,274 1,899 2.90 7,447 1.67 1.1798
2015-07-14 2015-06-30 13F ISHARES TR TIPS BD ETF 464287176 65,375 30,624 88.12 7,325 85.58 1.0112
2015-04-23 2015-03-31 13F ISHARES TR TIPS BD ETF 464287176 34,751 950 2.81 3,947 4.25 0.5229
2015-02-13 2014-12-31 13F ISHARES TR TIPS BD ETF 464287176 33,801 33,801 3,786 0.5005
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.