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 121 institutions that hold shares in the stock, with a total of 8.83 Million shares, which have been reported (via 13F filing form) to have a value of $398 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
61,843
shares
|
$2.79 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
56,738
shares
|
$2.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
56,264
shares
|
$2.53 Million
1.85% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
50,980
shares
|
$2.3 Million
0.0% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
46,309
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,915
shares
|
$1.93 Million
0.7% of portfolio
|
Q3 2023
Reduced 3.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
40,190
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
39,258
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
36,352
shares
|
$1.64 Million
0.16% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
32,006
shares
|
$1.44 Million
0.08% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
30,403
shares
|
$1.37 Million
0.82% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
25,060
shares
|
$1.13 Million
0.38% of portfolio
|
Q4 2022
Reduced 97.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
24,954
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
24,565
shares
|
$1.11 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
23,795
shares
|
$1.07 Million
0.27% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
22,831
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 29.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
22,342
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,121
shares
|
$996,551
0.0% of portfolio
|
Q4 2024
Added 20.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,661
shares
|
$975,828
0.06% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
21,209
shares
|
$955,465
0.21% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,787
shares
|
$936,454
0.0% of portfolio
|
Q4 2024
Added 288.32%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
19,681
shares
|
$886,629
0.31% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,089
shares
|
$859,959
0.0% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
18,689
shares
|
$841,939
0.12% of portfolio
|
Q2 2023
Added 0.46%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
16,994
shares
|
$765,579
0.11% of portfolio
|
Q3 2024
Added 2.21%
|