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 155 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,735,252
shares
|
$142 Million
0.04% of portfolio
|
Q3 2025
Added 21.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,095,156
shares
|
$57 Million
0.0% of portfolio
|
Q3 2025
Added 54.56%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
769,294
shares
|
$40.1 Million
1.87% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
671,833
shares
|
$35 Million
0.21% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
517,369
shares
|
$26.9 Million
3.64% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
514,163
shares
|
$26.8 Million
5.54% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
474,925
shares
|
$24.7 Million
0.03% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
430,973
shares
|
$22.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
411,970
shares
|
$21.5 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
281,117
shares
|
$14.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
267,403
shares
|
$13.9 Million
0.11% of portfolio
|
Q3 2025
Added 5273.85%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
262,121
shares
|
$13.6 Million
3.01% of portfolio
|
Q3 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
239,475
shares
|
$12.5 Million
5.75% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
239,137
shares
|
$12.5 Million
2.8% of portfolio
|
Q3 2025
Added 50.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
221,820
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2025
Added 18.39%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
215,668
shares
|
$11.2 Million
0.53% of portfolio
|
Q3 2025
Added 30.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,337
shares
|
$9.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.94%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
190,143
shares
|
$9.9 Million
2.68% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
175,513
shares
|
$9.14 Million
4.05% of portfolio
|
Q3 2025
Added 45.05%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
141,933
shares
|
$7.39 Million
3.28% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
128,475
shares
|
$6.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
122,817
shares
|
$6.4 Million
0.0% of portfolio
|
Q3 2025
Added 44.88%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
108,278
shares
|
$5.64 Million
0.07% of portfolio
|
Q3 2025
Added 46.74%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
101,864
shares
|
$5.3 Million
1.06% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
97,348
shares
|
$5.07 Million
0.75% of portfolio
|
Q3 2025
Added 17.54%
|
|