QTOP — ISHARES TR

Ownership history in Diversify Advisory Services, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in ISHARES TR (QTOP). 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
0.07% (2025 Q4)
Avg. % of fund
0.06%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,685 +20,929 +45.7% 0.07% $2.2M $31.93
2025 Q3 REDUCED 45,756 -408 -0.9% 0.05% $1.5M $31.03
2025 Q2 ADDED 46,164 +11,973 +35.0% 0.05% $1.4M $28.17
2025 Q1 INITIATED 34,191 — — 0.05% $823K $23.63
% of Fund (quarterly)    QTOP price (monthly, adj. close)

Other funds also holding QTOP

As of 2025 Q4 — sorted by position size

THOROUGHBRED FINANCIAL SERVICES, LLC 3Y 7Y 0.69% Realta Investment Advisors 3Y 0.13% Stratos Wealth Advisors, LLC 3Y 7Y 0.08% MAGNOLIA CAPITAL ADVISORS LLC 3Y 0.08% INSIGNEO ADVISORY SERVICES, LLC 3Y 0.07% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% GOLDMAN SACHS GROUP INC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.0% Quent Capital, LLC 3Y 0.0%
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