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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
5,910
shares
|
$307,733
0.0% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
5,877
shares
|
$306,015
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,810
shares
|
$302,526
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,785
shares
|
$301,224
0.02% of portfolio
|
Q3 2025
Reduced 20.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,690
shares
|
$296,278
0.0% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
5,448
shares
|
$283,677
0.09% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
5,232
shares
|
$272,430
0.02% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,230
shares
|
$272,326
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
5,180
shares
|
$269,722
0.14% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
5,097
shares
|
$265,400
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,951
shares
|
$257,798
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,938
shares
|
$257,121
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
4,848
shares
|
$252,435
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
4,781
shares
|
$248,946
0.03% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,693
shares
|
$244,364
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,611
shares
|
$240,094
0.02% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
4,500
shares
|
$234,315
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,452
shares
|
$231,815
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
4,212
shares
|
$219,318
0.14% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,138
shares
|
$215,465
0.01% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
4,067
shares
|
$211,768
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,959
shares
|
$206,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
3,919
shares
|
$204,062
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,468
shares
|
$180,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,415
shares
|
$177,819
0.0% of portfolio
|
Q2 2025
New holding
|
|