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 107 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,366,451
shares
|
$66.8 Million
0.03% of portfolio
|
Q3 2024
Added 129.17%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
769,294
shares
|
$37.6 Million
1.87% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
531,469
shares
|
$26 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
529,863
shares
|
$25.9 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
436,022
shares
|
$21.3 Million
0.0% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
417,889
shares
|
$20.4 Million
2.24% of portfolio
|
Q4 2024
Added 33.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
363,405
shares
|
$17.8 Million
0.17% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
326,467
shares
|
$15.9 Million
1.02% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
321,447
shares
|
$15.7 Million
5.65% of portfolio
|
Q3 2024
Added 57.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
212,387
shares
|
$10.4 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,337
shares
|
$9.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
125,444
shares
|
$6.13 Million
0.01% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
95,145
shares
|
$4.65 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
86,240
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
74,591
shares
|
$3.64 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
72,014
shares
|
$3.52 Million
0.06% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
65,501
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
58,650
shares
|
$2.87 Million
0.4% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
57,527
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 68.38%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
56,738
shares
|
$2.77 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
55,492
shares
|
$2.71 Million
0.52% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
52,701
shares
|
$2.57 Million
1.76% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
47,559
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,915
shares
|
$2.1 Million
0.7% of portfolio
|
Q3 2023
Reduced 3.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
41,656
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 59.2%
|