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 7.06 Million shares, which have been reported (via 13F filing form) to have a value of $337 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
39,745
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 78.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,399
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,537
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
35,262
shares
|
$1.68 Million
0.16% of portfolio
|
Q3 2024
Added 24.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
34,030
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
32,544
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 46.41%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
26,728
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2024
Added 17.38%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
25,060
shares
|
$1.2 Million
0.38% of portfolio
|
Q4 2022
Reduced 97.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
24,399
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
21,230
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,786
shares
|
$944,583
0.06% of portfolio
|
Q3 2024
Added 47.38%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
19,474
shares
|
$929,688
0.37% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
18,997
shares
|
$906,916
0.19% of portfolio
|
Q3 2024
Added 67.95%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
18,604
shares
|
$888,154
0.14% of portfolio
|
Q1 2023
Added 33.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
18,322
shares
|
$874,692
0.0% of portfolio
|
Q3 2024
Added 29.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,591
shares
|
$839,794
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
16,994
shares
|
$811,293
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
14,917
shares
|
$712,137
0.68% of portfolio
|
Q2 2024
Reduced 35.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
14,523
shares
|
$693,328
0.04% of portfolio
|
Q3 2024
Reduced 47.82%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,116
shares
|
$673,897
0.04% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,792
shares
|
$658,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,448
shares
|
$642,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,197
shares
|
$630,024
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,513
shares
|
$501,890
0.0% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
10,205
shares
|
$487,186
0.29% of portfolio
|
Q3 2024
Reduced 9.29%
|