Institutional Ownership Ishares Tr U S Divid & Buyback (DIVB)
This table provides information about the institutional ownership of Ishares Tr U S Divid & Buyback (DIVB). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
39,745
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 78.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,399
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.07%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
36,352
shares
|
$1.79 Million
0.16% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,537
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
34,030
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
32,544
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 46.41%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
26,728
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
25,060
shares
|
$1.24 Million
0.38% of portfolio
|
Q4 2022
Reduced 97.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
24,399
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
23,795
shares
|
$1.17 Million
0.27% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,661
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
19,681
shares
|
$971,257
0.31% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
18,604
shares
|
$918,107
0.14% of portfolio
|
Q1 2023
Added 33.36%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
18,364
shares
|
$906,263
0.17% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
18,322
shares
|
$904,190
0.0% of portfolio
|
Q3 2024
Added 29.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,591
shares
|
$868,115
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
16,994
shares
|
$838,653
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
14,917
shares
|
$736,153
0.68% of portfolio
|
Q2 2024
Reduced 35.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
14,523
shares
|
$716,710
0.04% of portfolio
|
Q3 2024
Reduced 47.82%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,116
shares
|
$696,624
0.04% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,792
shares
|
$680,635
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,448
shares
|
$663,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
13,196
shares
|
$651,222
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,003
shares
|
$542,998
0.0% of portfolio
|
Q4 2024
Added 49.09%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,513
shares
|
$518,816
0.0% of portfolio
|
Q3 2024
Added 4.14%
|