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 141 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $588 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,973,635
shares
|
$100 Million
0.04% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
1,560,380
shares
|
$79.2 Million
22.03% of portfolio
|
Q2 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
769,294
shares
|
$39.1 Million
1.87% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
607,939
shares
|
$30.9 Million
0.0% of portfolio
|
Q1 2025
Added 24.51%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
514,163
shares
|
$26.1 Million
5.54% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
504,213
shares
|
$25.6 Million
1.98% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
451,867
shares
|
$22.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
448,599
shares
|
$22.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
410,519
shares
|
$20.8 Million
0.18% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
327,026
shares
|
$16.6 Million
0.91% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
285,959
shares
|
$14.5 Million
0.55% of portfolio
|
Q1 2025
Added 87.56%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
237,358
shares
|
$12.1 Million
5.97% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
204,272
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Added 59.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,337
shares
|
$9.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.94%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
183,013
shares
|
$9.29 Million
2.76% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
175,826
shares
|
$8.93 Million
0.01% of portfolio
|
Q1 2025
Added 29.33%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
158,542
shares
|
$8.05 Million
1.71% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
145,174
shares
|
$7.37 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
121,000
shares
|
$6.14 Million
3.52% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
117,499
shares
|
$5.97 Million
0.0% of portfolio
|
Q1 2025
Added 465.25%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
104,750
shares
|
$5.32 Million
2.67% of portfolio
|
Q1 2025
Added 13.03%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
98,487
shares
|
$5 Million
1.05% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
84,774
shares
|
$4.3 Million
0.0% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
82,823
shares
|
$4.2 Million
0.68% of portfolio
|
Q2 2025
Added 30.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
78,171
shares
|
$3.97 Million
0.28% of portfolio
|
Q1 2025
Added 426.09%
|