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 94 institutions that hold shares in the stock, with a total of 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
769,294
shares
|
$37.8 Million
1.87% of portfolio
|
Q3 2022
Added 1.89%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
599,686
shares
|
$29.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
596,256
shares
|
$29.3 Million
0.01% of portfolio
|
Q2 2024
Added 10.63%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
422,292
shares
|
$20.7 Million
0.0% of portfolio
|
Q2 2024
Added 3.23%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
321,447
shares
|
$15.8 Million
5.65% of portfolio
|
Q3 2024
Added 57.22%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
312,910
shares
|
$15.4 Million
2.17% of portfolio
|
Q3 2024
Added 6127.06%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
293,928
shares
|
$14.4 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
276,505
shares
|
$13.6 Million
0.8% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,337
shares
|
$9.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.94%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
119,688
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2024
Added 77.58%
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
95,145
shares
|
$4.67 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
89,204
shares
|
$4.38 Million
0.02% of portfolio
|
Q2 2024
Added 218.63%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
72,634
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
69,962
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
66,236
shares
|
$3.25 Million
0.05% of portfolio
|
Q2 2024
Reduced 28.45%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
64,710
shares
|
$3.18 Million
0.52% of portfolio
|
Q2 2024
Added 15.26%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
57,527
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 68.38%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
56,859
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2023
Added 0.75%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
56,787
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2024
Added 240.74%
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
51,591
shares
|
$2.53 Million
0.5% of portfolio
|
Q3 2024
Added 20.02%
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Jul 31, 2024 Q2 2024 |
48,515
shares
|
$2.38 Million
1.65% of portfolio
|
Q4 2023
Reduced 11.83%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,915
shares
|
$2.11 Million
0.7% of portfolio
|
Q3 2023
Reduced 3.83%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
40,141
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.83%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
38,498
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Added 52.27%
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 17, 2024 Q2 2024 |
28,223
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2024
Added 0.57%
|