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iShares Core Dividend ETF (DIVB) Institutional Ownership

iShares Core Dividend ETF logo
$49.55 -1.89 (-3.67%)
Closing price 08/1/2025 03:59 PM Eastern
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$49.55 0.00 (0.00%)
As of 08/1/2025 06:24 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core Dividend ETF (BATS:DIVB)

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$291.64M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$31.59M
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DIVB Institutional Buying and Selling by Quarter

iShares Core Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Taylor Financial Group Inc.69,785$3.51M2.2%+12.4%0.379%
8/1/2025Envestnet Asset Management Inc.51,190$2.58M0.0%+5.8%0.278%
7/30/2025 KPP Advisory Services LLC26,457$1.33M0.2%-4.6%0.144%
7/30/2025 Pacific Sun Financial Corp4,010$202K0.1%N/A0.022%
7/30/2025 Bogart Wealth LLC1,100$55K0.0%+37.5%0.006%
7/29/2025 Liberty Square Wealth Partners LLC10,415$524K0.2%+4.2%0.057%
7/29/2025 Stratos Wealth Partners LTD.15,791$795K0.0%+124.4%0.086%
7/29/2025 Harbor Asset Planning Inc.1,980$100K0.1%N/A0.011%
7/28/2025 Axxcess Wealth Management LLC13,988$704K0.0%N/A0.076%
7/25/2025 Kellett Wealth Advisors LLC27,677$1.39M0.9%+116.8%0.150%
7/25/2025 NorthRock Partners LLC17,107$861K0.0%N/A0.093%
7/25/2025 M3 Advisory Group LLC4,095$206K0.1%N/A0.022%
7/25/2025 IRON Financial LLC17,547$883K0.5%N/A0.095%
7/24/2025 Galvin Gaustad & Stein LLC42,361$2.13M0.2%-1.0%0.230%
7/22/2025 Valley National Advisers Inc.5,955$299K0.0%+15.8%0.032%
7/22/2025 Cedar Mountain Advisors LLC98,487$4.96M1.0%+3.1%0.535%
7/22/2025 Peoples Bank OH32,602$1.64M1.0%N/A0.177%
7/21/2025 Ameritas Advisory Services LLC1,028$52K0.0%N/A0.006%
7/17/2025 Paradiem LLC1,560,380$78.52M19.8%N/A8.480%
7/17/2025 Janney Montgomery Scott LLC29,266$1.47M0.0%+53.3%0.159%
7/17/2025 Prepared Retirement Institute LLC38,051$1.92M1.1%+9.1%0.207%
7/17/2025 San Luis Wealth Advisors LLC158,542$7.98M1.7%N/A0.862%
7/17/2025 Tempus Wealth Planning LLC18,203$916K0.2%-7.5%0.099%
7/15/2025 Aspire Capital Advisors LLC183,013$9.21M2.5%+3.5%0.995%
7/14/2025 AdvisorNet Financial Inc7,290$367K0.0%-5.0%0.040%
7/14/2025 Masso Torrence Wealth Management Inc.237,358$11.94M5.5%+5.4%1.290%
7/11/2025 Farther Finance Advisors LLC3,415$172K0.0%N/A0.019%
7/10/2025 Focus Financial Network Inc.4,911$247K0.0%-22.0%0.027%
7/10/2025 Signal Advisors Wealth LLC504,213$25.37M2.0%-16.3%2.740%
7/10/2025 Sovran Advisors LLC27,273$1.39M0.1%+9.9%0.148%
7/9/2025 Breakwater Capital Group82,823$4.17M0.7%+30.2%0.450%
7/7/2025 Capital Asset Advisory Services LLC13,988$713K0.0%N/A0.076%
6/10/2025Compass Financial Services Inc104,750$5.08M2.7%+13.0%0.622%
5/27/2025Advisors Capital Management LLC72,751$3.53M0.1%+2.1%0.445%
5/20/2025Integrity Alliance LLC.285,959$13.88M0.5%+87.6%1.749%
5/16/2025Goldman Sachs Group Inc.43,446$2.11M0.0%N/A0.258%
5/16/2025Integrated Wealth Concepts LLC13,695$664K0.0%+3.9%0.087%
5/15/2025Royal Bank of Canada204,272$9.91M0.0%+59.6%1.293%
5/14/2025Northwestern Mutual Wealth Management Co.23,610$1.15M0.0%+35,672.7%0.149%
5/14/2025Kestra Advisory Services LLC56,702$2.75M0.0%-57.8%0.359%
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5/13/2025Steward Partners Investment Advisory LLC410,519$19.92M0.2%+9.1%2.598%
5/12/2025Taylor Financial Group Inc.62,113$3.01M2.1%+10.4%0.393%
5/9/2025Greykasell Wealth Strategies Inc.1,000$49K0.0%N/A0.006%
5/9/2025 Atria Wealth Solutions Inc.12,274$596K0.0%-45.1%0.078%
5/8/2025IFG Advisory LLC327,026$15.87M0.9%-18.1%2.070%
5/7/2025 Galvin Gaustad & Stein LLC42,787$2.08M0.2%+17.7%0.271%
5/7/2025LPL Financial LLC1,973,635$95.76M0.0%+17.4%12.491%
5/6/2025Cetera Investment Advisers145,174$7.04M0.0%+4.5%0.919%
5/6/2025Avantax Advisory Services Inc.6,480$314K0.0%-38.5%0.041%
5/6/2025Integrity Investment Advisors LLC13,721$666K0.6%N/A0.087%
5/5/2025Csenge Advisory Group6,347$285K0.0%-12.7%0.040%
5/5/2025Private Advisor Group LLC7,410$360K0.0%N/A0.047%
5/2/2025Kingsview Wealth Management LLC17,509$850K0.0%+44.8%0.111%
5/2/2025Segall Bryant & Hamill LLC448,599$21.77M0.3%-11.6%2.839%
5/2/2025Larson Financial Group LLC35,345$1.72M0.1%+10.4%0.224%
5/2/2025 Prepared Retirement Institute LLC34,871$1.69M1.1%+14.7%0.221%
5/2/2025 Bogart Wealth LLC800$39K0.0%N/A0.005%
5/1/2025Florida Financial Advisors LLC5,065$246K0.1%N/A0.032%
5/1/2025ADG Wealth Management Group LLC18,180$882K0.8%N/A0.115%
4/30/2025Cerity Partners LLC6,723$326K0.0%+7.1%0.043%
4/30/2025 Stratos Wealth Partners LTD.7,037$341K0.0%-16.5%0.045%
4/29/2025 U.S. Capital Wealth Advisors LLC11,807$573K0.0%+32.0%0.075%
4/29/2025 Liberty Square Wealth Partners LLC10,000$485K0.2%N/A0.063%
4/29/2025Envestnet Asset Management Inc.48,398$2.35M0.0%+4.5%0.306%
4/29/2025World Investment Advisors32,054$1.56M0.0%-85.4%0.203%
4/28/2025 Rosenberg Matthew Hamilton1,066$52K0.0%+171.9%0.007%
4/25/2025 Valley National Advisers Inc.5,143$248K0.0%+51.9%0.033%
4/25/2025 Meridian Financial LLC8,030$390K0.3%+4.0%0.051%
4/25/2025 Sovran Advisors LLC24,815$1.12M0.1%+1.0%0.157%
4/24/2025Money Concepts Capital Corp31,040$1.51M0.1%N/A0.214%
4/23/2025 SFG Wealth Management LLC.32,630$1.58M0.8%N/A0.225%
4/23/2025 KPP Advisory Services LLC27,733$1.35M0.2%+16.5%0.191%
4/23/2025Western Wealth Management LLC18,948$919K0.1%+27.6%0.131%
4/23/2025 Sequoia Financial Advisors LLC6,432$312K0.0%N/A0.044%
4/23/2025 Kellett Wealth Advisors LLC12,767$619K0.4%+30.7%0.088%
4/23/2025 Oppenheimer & Co. Inc.15,513$753K0.0%+4.9%0.107%
4/22/2025Flagship Harbor Advisors LLC24,528$1.19M0.1%+13.2%0.169%
4/22/2025 Cambridge Investment Research Advisors Inc.70,207$3.41M0.0%+12.7%0.484%
4/22/2025 Aspire Capital Advisors LLC176,820$8.58M2.6%N/A1.219%
4/22/2025 Tandem Capital Management Corp ADV10,825$525K0.3%+5.0%0.075%
4/22/2025 Masso Torrence Wealth Management Inc.225,273$10.93M5.8%N/A1.554%
4/17/2025 Janney Montgomery Scott LLC19,089$926K0.0%+73.5%0.132%
4/16/2025 Wealth Enhancement Advisory Services LLC16,925$821K0.0%+6.1%0.117%
4/16/2025 RMR Wealth Builders5,738$278K0.0%-6.4%0.040%
4/15/2025GPS Wealth Strategies Group LLC1,472$71K0.0%+31.3%0.010%
4/15/2025Collier Financial5,692$276K0.2%N/A0.039%
4/14/2025 Cedar Mountain Advisors LLC95,564$4.64M1.0%+1.0%0.659%
4/11/2025 Princeton Global Asset Management LLC21,209$1.03M0.2%+15.5%0.146%
4/11/2025 Signal Advisors Wealth LLC602,314$29.22M2.9%+44.1%4.154%
4/10/2025 Breakwater Capital Group63,606$3.09M0.5%+14.6%0.439%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
4/10/2025 KWB Wealth4,908$233K0.0%+5.2%0.034%
4/10/2025 Beacon Financial Group4,821$234K0.0%N/A0.033%
4/10/2025 TruWealth Advisors LLC5,049$245K0.0%+19.2%0.035%
4/7/2025 AdvisorNet Financial Inc7,674$372K0.0%+114.7%0.053%
3/17/2025 Wealth Enhancement Advisory Services LLC15,953$756K0.0%+20.9%0.202%
2/18/2025MidWestOne Financial Group Inc.67,580$3.20M0.4%+15.2%0.855%
2/17/2025Colonial Trust Co SC5,086$241K0.0%-33.1%0.064%
2/17/2025CoreCap Advisors LLC6,469$307K0.0%+8.4%0.082%
2/17/2025Cetera Investment Advisers138,874$6.58M0.0%+10.7%1.758%
2/17/2025Citadel Advisors LLC7,310$346K0.0%N/A0.093%
(Data available from 1/1/2016 forward)

DIVB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIVB shares?

During the previous two years, 133 institutional investors and hedge funds held shares of iShares Core Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($95.76M), Paradiem LLC ($78.52M), Signal Advisors Wealth LLC ($25.37M), Foguth Wealth Management LLC. ($23.62M), Corient Private Wealth LLC ($23.53M), Bank of America Corp DE ($23.15M), and Segall Bryant & Hamill LLC ($21.77M).Learn more on iShares Core Dividend ETF's institutional investors.

Which institutional investors have been buying iShares Core Dividend ETF's stock?

Of the 125 institutional investors that purchased iShares Core Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Paradiem LLC ($1.56M), LPL Financial LLC ($607.18K), Segall Bryant & Hamill LLC ($529.86K), Foguth Wealth Management LLC. ($478.70K), Signal Advisors Wealth LLC ($289.40K), IFG Advisory LLC ($276.51K), and Masso Torrence Wealth Management Inc. ($237.36K).

How much institutional buying is happening at iShares Core Dividend ETF?

Institutional investors have bought a total of 5,993,549 shares in the last 24 months. This purchase volume represents approximately $291.64M in transactions.

Which of iShares Core Dividend ETF's major shareholders have been selling company stock?

Of the 27 institutional investors that sold iShares Core Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: World Investment Advisors ($187.01K), Signal Advisors Wealth LLC ($98.10K), Segall Bryant & Hamill LLC ($81.26K), Kestra Advisory Services LLC ($77.66K), IFG Advisory LLC ($72.45K), Envestnet Asset Management Inc. ($45.82K), and Corient Private Wealth LLC ($21.17K).

How much institutional selling is happening at iShares Core Dividend ETF?

Institutional investors have sold a total of 650,551 shares in the last 24 months. This volume of shares sold represents approximately $31.59M in transactions.



This page (BATS:DIVB) was last updated on 8/2/2025 by MarketBeat.com Staff
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