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 117 institutions that hold shares in the stock, with a total of 8.59 Million shares, which have been reported (via 13F filing form) to have a value of $431 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,681,458
shares
|
$84.3 Million
0.03% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
769,294
shares
|
$38.6 Million
1.87% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
510,304
shares
|
$25.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
507,552
shares
|
$25.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
488,284
shares
|
$24.5 Million
0.0% of portfolio
|
Q4 2024
Added 11.99%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
478,703
shares
|
$24 Million
6.19% of portfolio
|
Q4 2024
Added 48.92%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
417,889
shares
|
$21 Million
2.24% of portfolio
|
Q4 2024
Added 33.55%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
399,477
shares
|
$20 Million
1.08% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
376,187
shares
|
$18.9 Million
0.16% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
219,061
shares
|
$11 Million
0.29% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
203,234
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,337
shares
|
$9.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
138,874
shares
|
$6.96 Million
0.01% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
135,948
shares
|
$6.82 Million
0.01% of portfolio
|
Q4 2024
Added 136.32%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
134,363
shares
|
$6.74 Million
0.04% of portfolio
|
Q4 2024
Added 259.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
127,974
shares
|
$6.42 Million
0.0% of portfolio
|
Q4 2024
Added 207.22%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
112,000
shares
|
$5.62 Million
3.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
94,635
shares
|
$4.75 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
92,676
shares
|
$4.65 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
82,421
shares
|
$4.13 Million
0.0% of portfolio
|
Q4 2024
Added 25.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
71,226
shares
|
$3.57 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
69,683
shares
|
$3.49 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
67,580
shares
|
$3.39 Million
0.45% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
62,304
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2024
Added 31.0%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
61,843
shares
|
$3.1 Million
1.6% of portfolio
|
Q4 2024
New holding
|