NICOLET ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
NICOLET ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$217,947
-0.9%
2,260
-0.6%
0.02%0.0%
Q2 2023$219,967
-3.7%
2,274
-1.0%
0.02%
-7.7%
Q1 2023$228,532
-18.7%
2,297
-20.5%
0.03%
-29.7%
Q4 2022$281,159
-14.8%
2,891
-15.2%
0.04%
-31.5%
Q3 2022$330,000
-58.6%
3,411
-56.9%
0.05%
-54.2%
Q2 2022$798,000
-26.7%
7,907
-24.6%
0.12%
-16.9%
Q1 2022$1,089,000
-8.2%
10,480
-6.4%
0.14%
-2.7%
Q4 2021$1,186,000
-3.3%
11,199
-3.5%
0.15%
-6.4%
Q3 2021$1,226,000
-6.9%
11,602
-6.3%
0.16%
-9.3%
Q2 2021$1,317,000
-6.0%
12,386
-6.5%
0.17%
-12.7%
Q1 2021$1,401,000
-7.3%
13,254
-8.5%
0.20%
-7.1%
Q4 2020$1,512,000
-5.7%
14,480
-6.1%
0.21%
-14.9%
Q3 2020$1,604,000
-10.5%
15,413
-11.9%
0.25%
-9.5%
Q2 2020$1,792,000
-47.4%
17,503
-48.7%
0.28%
-54.2%
Q1 2020$3,406,000
-34.7%
34,093
-34.1%
0.60%
-26.7%
Q4 2019$5,212,000
-21.5%
51,748
-21.9%
0.82%
-18.7%
Q3 2019$6,638,000
-8.2%
66,272
-7.8%
1.01%
-8.8%
Q2 2019$7,231,000
+14.0%
71,894
+13.0%
1.10%
+2.5%
Q1 2019$6,344,00063,6411.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders