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 |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
4,854
shares
|
$231,729
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,810
shares
|
$229,629
0.04% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,693
shares
|
$224,043
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,691
shares
|
$223,948
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,500
shares
|
$214,830
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,235
shares
|
$202,178
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,804
shares
|
$181,602
0.01% of portfolio
|
Q3 2024
Added 266.47%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,630
shares
|
$173,296
0.0% of portfolio
|
Q3 2024
Added 267.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,052
shares
|
$145,702
0.0% of portfolio
|
Q1 2024
Reduced 18.42%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,295
shares
|
$109,563
0.02% of portfolio
|
Q3 2024
Added 353.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,742
shares
|
$83,163
0.0% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,038
shares
|
$49,554
0.03% of portfolio
|
Q4 2023
Added 108.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
988
shares
|
$47,167
0.0% of portfolio
|
Q3 2024
Reduced 39.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
612
shares
|
$29,216
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
551
shares
|
$26,304
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
474
shares
|
$22,628
0.0% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
329
shares
|
$15,706
0.0% of portfolio
|
Q1 2022
Added 82.07%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
235
shares
|
$11,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
230
shares
|
$10,980
0.01% of portfolio
|
Q1 2024
Reduced 95.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
220
shares
|
$10,502
0.0% of portfolio
|
Q3 2018
Added 136.36%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
205
shares
|
$9,786
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
171
shares
|
$8,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
153
shares
|
$7,304
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
125
shares
|
$5,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
122
shares
|
$5,824
0.0% of portfolio
|
Q3 2024
Added 48.78%
|