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 155 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $716 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
32,277
shares
|
$1.68 Million
1.22% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
32,049
shares
|
$1.67 Million
0.25% of portfolio
|
Q3 2025
Added 21.14%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
31,547
shares
|
$1.64 Million
1.02% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
28,276
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
27,349
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
26,697
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
25,290
shares
|
$1.32 Million
0.64% of portfolio
|
Q3 2025
Added 44.13%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
25,060
shares
|
$1.3 Million
0.38% of portfolio
|
Q4 2022
Reduced 97.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
23,675
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
21,212
shares
|
$1.1 Million
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,766
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
20,626
shares
|
$1.07 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
20,617
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,346
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.28%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,393
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 55.13%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
18,276
shares
|
$951,631
0.02% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
17,959
shares
|
$935,125
0.75% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
17,661
shares
|
$919,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
17,594
shares
|
$916,119
0.01% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
17,577
shares
|
$915,234
0.03% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
17,188
shares
|
$894,979
0.11% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
17,023
shares
|
$886,387
0.03% of portfolio
|
Q3 2025
Added 44.18%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
16,315
shares
|
$849,522
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
14,054
shares
|
$731,791
0.19% of portfolio
|
Q3 2025
Reduced 22.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
13,631
shares
|
$709,766
0.03% of portfolio
|
Q3 2025
Added 104.03%
|
|