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 $650 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,254,861
shares
|
$113 Million
0.04% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
1,560,380
shares
|
$78.5 Million
22.03% of portfolio
|
Q2 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
769,294
shares
|
$38.7 Million
1.87% of portfolio
|
Q3 2022
Added 1.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
708,560
shares
|
$35.6 Million
0.0% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
630,300
shares
|
$31.7 Million
0.26% of portfolio
|
Q2 2025
Added 53.54%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
514,163
shares
|
$25.9 Million
5.54% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
512,957
shares
|
$25.8 Million
3.79% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
504,213
shares
|
$25.4 Million
1.98% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
453,781
shares
|
$22.8 Million
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
437,301
shares
|
$22 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
429,967
shares
|
$21.6 Million
0.04% of portfolio
|
Q2 2025
Added 196.17%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
324,168
shares
|
$16.3 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
237,358
shares
|
$11.9 Million
5.97% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
190,337
shares
|
$9.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.94%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
187,364
shares
|
$9.42 Million
0.01% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
183,013
shares
|
$9.2 Million
2.76% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
179,341
shares
|
$9.02 Million
0.05% of portfolio
|
Q2 2025
Added 216.29%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
165,633
shares
|
$8.33 Million
0.46% of portfolio
|
Q2 2025
Reduced 42.08%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
158,542
shares
|
$7.97 Million
1.71% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
121,000
shares
|
$6.09 Million
3.52% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
117,357
shares
|
$5.9 Million
2.86% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
115,060
shares
|
$5.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 43.67%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
98,487
shares
|
$4.95 Million
1.05% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
84,774
shares
|
$4.26 Million
0.0% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
82,823
shares
|
$4.17 Million
0.68% of portfolio
|
Q2 2025
Added 30.21%
|