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 118 institutions that hold shares in the stock, with a total of 8.6 Million shares, which have been reported (via 13F filing form) to have a value of $412 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
56,738
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
56,264
shares
|
$2.7 Million
1.85% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
55,492
shares
|
$2.66 Million
0.52% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
50,980
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
46,309
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,915
shares
|
$2.06 Million
0.7% of portfolio
|
Q3 2023
Reduced 3.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
40,190
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
39,258
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
36,352
shares
|
$1.74 Million
0.16% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
32,006
shares
|
$1.54 Million
0.08% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
30,403
shares
|
$1.46 Million
0.82% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
25,060
shares
|
$1.2 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
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
24,565
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
23,795
shares
|
$1.14 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
|
$1.09 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
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,121
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 20.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,661
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,787
shares
|
$996,944
0.0% of portfolio
|
Q4 2024
Added 288.32%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
19,681
shares
|
$943,900
0.31% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
18,689
shares
|
$896,324
0.12% of portfolio
|
Q2 2023
Added 0.46%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
18,364
shares
|
$880,737
0.17% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
16,994
shares
|
$815,032
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
15,953
shares
|
$765,105
0.0% of portfolio
|
Q4 2024
Added 20.89%
|