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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
21,274
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
21,209
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
19,682
shares
|
$949,066
0.32% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
19,089
shares
|
$920,471
0.0% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
18,948
shares
|
$913,672
0.06% of portfolio
|
Q1 2025
Added 27.56%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
18,689
shares
|
$901,183
0.12% of portfolio
|
Q2 2023
Added 0.46%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
18,180
shares
|
$876,639
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
17,509
shares
|
$844,283
0.02% of portfolio
|
Q1 2025
Added 44.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
16,994
shares
|
$819,450
0.11% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,925
shares
|
$816,123
0.0% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
15,513
shares
|
$748,036
0.01% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
13,721
shares
|
$661,626
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
13,695
shares
|
$660,372
0.01% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
12,767
shares
|
$615,624
0.54% of portfolio
|
Q1 2025
Added 30.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,274
shares
|
$591,852
0.01% of portfolio
|
Q1 2025
Reduced 45.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
11,807
shares
|
$569,333
0.02% of portfolio
|
Q1 2025
Added 32.01%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
10,949
shares
|
$527,960
0.28% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
10,825
shares
|
$521,981
0.32% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
10,000
shares
|
$482,200
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,352
shares
|
$450,953
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
8,812
shares
|
$424,914
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
8,030
shares
|
$387,206
0.27% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,693
shares
|
$370,956
0.22% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
7,674
shares
|
$370,040
0.03% of portfolio
|
Q1 2025
Added 114.66%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,410
shares
|
$357,310
0.0% of portfolio
|
Q1 2025
New holding
|