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 152 institutions that hold shares in the stock, with a total of 11.4 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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
5,567
shares
|
$285,976
0.03% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
5,470
shares
|
$280,993
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,400
shares
|
$277,398
0.0% of portfolio
|
Q4 2024
Added 48.76%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,230
shares
|
$268,665
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
5,226
shares
|
$268,459
0.19% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
5,191
shares
|
$266,661
0.13% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
5,097
shares
|
$261,832
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,976
shares
|
$255,617
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,951
shares
|
$254,332
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,938
shares
|
$253,665
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
4,848
shares
|
$249,041
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
4,781
shares
|
$245,599
0.03% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,693
shares
|
$241,079
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,611
shares
|
$236,867
0.02% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
4,500
shares
|
$231,165
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,138
shares
|
$212,569
0.01% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
4,095
shares
|
$210,360
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
4,010
shares
|
$205,993
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
3,919
shares
|
$201,319
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,468
shares
|
$178,151
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,415
shares
|
$175,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,975
shares
|
$152,825
0.01% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,830
shares
|
$145,377
0.0% of portfolio
|
Q1 2025
Added 6052.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,780
shares
|
$142,808
0.0% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,993
shares
|
$102,380
0.09% of portfolio
|
Q3 2025
Added 0.66%
|