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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,925
shares
|
$762,471
0.0% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,859
shares
|
$669,397
0.04% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
14,854
shares
|
$669,172
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
14,786
shares
|
$666,109
0.01% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
13,181
shares
|
$593,804
0.01% of portfolio
|
Q4 2024
Added 107.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,091
shares
|
$544,699
0.01% of portfolio
|
Q4 2024
Added 30.88%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
10,678
shares
|
$481,043
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
10,544
shares
|
$475,007
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
10,305
shares
|
$464,240
0.29% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
9,767
shares
|
$440,003
0.41% of portfolio
|
Q4 2024
Reduced 34.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,705
shares
|
$437,210
0.0% of portfolio
|
Q4 2024
Reduced 27.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,352
shares
|
$421,307
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,944
shares
|
$402,927
0.01% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,425
shares
|
$379,546
0.01% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
8,036
shares
|
$362,021
0.0% of portfolio
|
Q4 2022
Added 24.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,720
shares
|
$347,786
0.25% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,693
shares
|
$346,569
0.22% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
7,674
shares
|
$345,713
0.03% of portfolio
|
Q1 2025
Added 114.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,310
shares
|
$329,315
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,270
shares
|
$327,513
0.02% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
6,871
shares
|
$309,538
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
|
$308,907
0.0% of portfolio
|
Q3 2023
Reduced 46.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,635
shares
|
$298,906
0.0% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6,469
shares
|
$291,428
0.01% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,299
shares
|
$283,769
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|