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 150 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $671 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
80,815
shares
|
$4.19 Million
0.29% of portfolio
|
Q2 2025
Added 160.36%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
75,450
shares
|
$3.92 Million
0.5% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
73,790
shares
|
$3.83 Million
0.05% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
69,785
shares
|
$3.62 Million
2.19% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
68,694
shares
|
$3.56 Million
0.29% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
58,952
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
56,981
shares
|
$2.96 Million
0.11% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
54,289
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Added 129.94%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
51,190
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
50,555
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 22.92%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,915
shares
|
$2.23 Million
0.7% of portfolio
|
Q3 2023
Reduced 3.83%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
42,361
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
41,181
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
40,190
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
38,529
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.12%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
38,352
shares
|
$1.99 Million
0.08% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
38,051
shares
|
$1.97 Million
1.13% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
36,878
shares
|
$1.91 Million
0.05% of portfolio
|
Q2 2025
Added 454.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
34,357
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
32,602
shares
|
$1.69 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
31,565
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 26.9%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
29,266
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 53.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,768
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
28,310
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
27,677
shares
|
$1.44 Million
1.08% of portfolio
|
Q2 2025
Added 116.79%
|