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 |
|---|---|---|---|---|---|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
10,205
shares
|
$503,616
0.29% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,352
shares
|
$461,521
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
9,238
shares
|
$455,895
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,944
shares
|
$441,386
0.01% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
8,149
shares
|
$402,153
0.02% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
8,036
shares
|
$396,576
0.0% of portfolio
|
Q4 2022
Added 24.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,720
shares
|
$380,982
0.25% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,693
shares
|
$379,649
0.22% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
7,604
shares
|
$375,257
0.06% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,525
shares
|
$371,358
0.01% of portfolio
|
Q3 2024
Added 47.55%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,886
shares
|
$339,824
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
6,871
shares
|
$339,083
0.19% of portfolio
|
Q3 2024
Reduced 25.33%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,857
shares
|
$338,392
0.0% of portfolio
|
Q3 2023
Reduced 46.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,635
shares
|
$327,437
0.0% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
6,450
shares
|
$318,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,373
shares
|
$314,507
0.04% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,363
shares
|
$314,014
0.0% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,230
shares
|
$307,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
6,132
shares
|
$302,614
0.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,973
shares
|
$294,767
0.04% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,968
shares
|
$294,520
0.01% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,353
shares
|
$264,170
0.0% of portfolio
|
Q3 2024
Reduced 90.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
5,190
shares
|
$256,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,810
shares
|
$237,373
0.04% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,693
shares
|
$231,599
0.05% of portfolio
|
Q2 2024
New holding
|