IBTF — ISHARES TR

Ownership history in Diversify Advisory Services, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in ISHARES TR (IBTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,000 — 0% 0.01% $233K $23.13
2025 Q2 UNCHANGED 10,000 — 0% 0.01% $233K $22.88
2025 Q1 UNCHANGED 10,000 — 0% 0.01% $234K $22.65
2024 Q4 UNCHANGED 10,000 — 0% 0.01% $233K $22.44
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTF price (monthly, adj. close)

Other funds also holding IBTF

As of 2025 Q4 — sorted by position size

Stockman Wealth Management, Inc. 3Y 7Y 0.35% Wick Capital Partners, LLC 3Y 0.26% AllSquare Wealth Management LLC 3Y 7Y 0.12% IFP Advisors, Inc 3Y 7Y 0.04% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
← Back to Diversify Advisory Services, LLC Holdings