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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
63,606
shares
|
$3.07 Million
0.55% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
62,113
shares
|
$3 Million
2.1% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
59,326
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 16.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
56,702
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.8%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
56,651
shares
|
$2.73 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
49,089
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.85%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,398
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
43,446
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
43,180
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
42,915
shares
|
$2.07 Million
0.7% of portfolio
|
Q3 2023
Reduced 3.83%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
42,787
shares
|
$2.06 Million
0.2% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
41,128
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 772.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
40,190
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
35,345
shares
|
$1.7 Million
0.08% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
34,871
shares
|
$1.68 Million
1.08% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
32,630
shares
|
$1.57 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
32,054
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 85.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
31,517
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 42.48%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
31,040
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
27,733
shares
|
$1.34 Million
0.26% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
25,060
shares
|
$1.21 Million
0.38% of portfolio
|
Q4 2022
Reduced 97.33%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
24,815
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24,528
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
23,610
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 35672.73%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
22,961
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 0.57%
|