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 155 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
84,733
shares
|
$4.41 Million
0.3% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
79,761
shares
|
$4.15 Million
4.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
79,258
shares
|
$4.13 Million
0.52% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
74,614
shares
|
$3.89 Million
2.24% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
69,828
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2025
Added 36.41%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
68,859
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 61.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
57,215
shares
|
$2.98 Million
0.08% of portfolio
|
Q3 2025
Added 81.26%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
56,729
shares
|
$2.95 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
56,479
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
54,880
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
53,678
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
49,025
shares
|
$2.55 Million
0.12% of portfolio
|
Q2 2024
Reduced 63.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
48,701
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
44,874
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Added 53.33%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
44,182
shares
|
$2.3 Million
1.2% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
43,593
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Added 26.88%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,915
shares
|
$2.23 Million
0.7% of portfolio
|
Q3 2023
Reduced 3.83%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
42,550
shares
|
$2.22 Million
0.19% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
42,392
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Added 91.89%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
41,245
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
40,190
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
39,514
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
37,374
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
33,531
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Added 69.49%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
32,289
shares
|
$1.68 Million
0.45% of portfolio
|
Q3 2025
Reduced 97.93%
|
|