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 135 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $482 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,973,635
shares
|
$95.2 Million
0.04% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
769,294
shares
|
$37.1 Million
1.87% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
644,020
shares
|
$31.1 Million
7.58% of portfolio
|
Q1 2025
Added 34.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
607,939
shares
|
$29.3 Million
0.0% of portfolio
|
Q1 2025
Added 24.51%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
602,314
shares
|
$29 Million
2.86% of portfolio
|
Q1 2025
Added 44.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
451,867
shares
|
$21.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
448,599
shares
|
$21.6 Million
0.34% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
410,519
shares
|
$19.8 Million
0.18% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
327,026
shares
|
$15.8 Million
0.91% of portfolio
|
Q1 2025
Reduced 18.14%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
285,959
shares
|
$13.8 Million
0.55% of portfolio
|
Q1 2025
Added 87.56%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
225,273
shares
|
$10.9 Million
6.33% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
204,272
shares
|
$9.85 Million
0.0% of portfolio
|
Q1 2025
Added 59.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,337
shares
|
$9.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.94%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
176,820
shares
|
$8.53 Million
2.76% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
175,826
shares
|
$8.48 Million
0.01% of portfolio
|
Q1 2025
Added 29.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
145,174
shares
|
$7 Million
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
121,000
shares
|
$5.83 Million
3.52% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
117,499
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2025
Added 465.25%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
95,564
shares
|
$4.61 Million
1.05% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
92,676
shares
|
$4.47 Million
2.49% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
84,774
shares
|
$4.09 Million
0.0% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
78,171
shares
|
$3.77 Million
0.28% of portfolio
|
Q1 2025
Added 426.09%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
75,276
shares
|
$3.63 Million
0.52% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
71,226
shares
|
$3.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
70,207
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Added 12.68%
|