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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,909
shares
|
$236,711
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
4,908
shares
|
$236,663
0.03% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
4,877
shares
|
$235,168
0.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
4,821
shares
|
$232,468
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,693
shares
|
$226,296
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
4,500
shares
|
$216,990
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,390
shares
|
$211,685
0.01% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,232
shares
|
$204,067
0.0% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,204
shares
|
$154,496
0.02% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,052
shares
|
$147,167
0.0% of portfolio
|
Q1 2024
Reduced 18.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,830
shares
|
$136,462
0.0% of portfolio
|
Q1 2025
Added 6052.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,588
shares
|
$76,573
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,472
shares
|
$70,979
0.01% of portfolio
|
Q1 2025
Added 31.31%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,066
shares
|
$51,402
0.01% of portfolio
|
Q1 2025
Added 171.94%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$48,220
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$48,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
800
shares
|
$38,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
693
shares
|
$33,416
0.0% of portfolio
|
Q1 2025
Added 24.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
624
shares
|
$30,089
0.0% of portfolio
|
Q4 2024
Added 31.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
594
shares
|
$28,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
559
shares
|
$26,954
0.0% of portfolio
|
Q4 2024
Added 863.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
329
shares
|
$15,864
0.0% of portfolio
|
Q1 2022
Added 82.07%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
299
shares
|
$14,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
256
shares
|
$12,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
220
shares
|
$10,608
0.0% of portfolio
|
Q3 2018
Added 136.36%
|