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 |
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
559
shares
|
$26,809
0.0% of portfolio
|
Q4 2024
Added 863.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
555
shares
|
$26,617
0.0% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
515
shares
|
$24,699
0.0% of portfolio
|
Q4 2024
Added 322.13%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
424
shares
|
$20,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
392
shares
|
$18,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
329
shares
|
$15,778
0.0% of portfolio
|
Q1 2022
Added 82.07%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
230
shares
|
$11,030
0.01% of portfolio
|
Q1 2024
Reduced 95.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
220
shares
|
$10,551
0.0% of portfolio
|
Q3 2018
Added 136.36%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
153
shares
|
$7,337
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
130
shares
|
$6,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
90
shares
|
$4,316
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
66
shares
|
$3,165
0.0% of portfolio
|
Q4 2024
Reduced 61.4%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
62
shares
|
$2,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
46
shares
|
$2,206
0.0% of portfolio
|
Q4 2024
Reduced 95.34%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
10
shares
|
$479
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1
shares
|
$47
0.0% of portfolio
|
Q2 2023
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|