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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
27,833
shares
|
$1.37 Million
0.08% of portfolio
|
Q2 2024
Added 308.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
26,166
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 42.33%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
25,060
shares
|
$1.23 Million
0.38% of portfolio
|
Q4 2022
Reduced 97.33%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
22,771
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
22,304
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Added 15.5%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
22,228
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
21,083
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,786
shares
|
$971,888
0.06% of portfolio
|
Q3 2024
Added 47.38%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
19,474
shares
|
$956,562
0.37% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
18,604
shares
|
$913,828
0.14% of portfolio
|
Q1 2023
Added 33.36%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
16,627
shares
|
$816,718
0.11% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
15,780
shares
|
$775,113
0.05% of portfolio
|
Q2 2024
Added 6.64%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
14,917
shares
|
$732,723
0.68% of portfolio
|
Q2 2024
Reduced 35.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
14,096
shares
|
$692,395
0.0% of portfolio
|
Q2 2024
Reduced 26.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
13,123
shares
|
$644,601
0.0% of portfolio
|
Q2 2024
Added 77.46%
|
|
|
Next Capital Management LLC
|
Aug 20, 2024 Q2 2024 |
12,487
shares
|
$613,361
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
11,513
shares
|
$565,518
0.06% of portfolio
|
Q3 2024
Added 75.34%
|
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
11,311
shares
|
$555,596
0.12% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
10,095
shares
|
$495,866
0.0% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
Tandem Capital Management Corp
|
Jul 08, 2024 Q2 2024 |
9,980
shares
|
$490,217
0.26% of portfolio
|
Q2 2024
Reduced 11.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
9,596
shares
|
$471,355
0.02% of portfolio
|
Q3 2023
Added 10.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,352
shares
|
$459,370
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
9,202
shares
|
$452,002
0.25% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
8,944
shares
|
$439,329
0.02% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
8,741
shares
|
$429,357
0.01% of portfolio
|
Q2 2024
Reduced 9.83%
|