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iShares Core Dividend ETF (DIVB) Institutional Ownership

iShares Core Dividend ETF logo
$50.85 +3.16 (+6.63%)
Closing price 03:26 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)
96
Total
Institutional Inflows
(last 12 months)
$220.28M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$26.54M
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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
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%
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%
5/9/2025Atria Wealth Solutions Inc.12,274$596K0.0%-45.1%0.078%
5/8/2025IFG Advisory LLC327,026$15.87M0.9%-18.1%2.070%
5/7/2025Galvin 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%
5/2/2025Prepared Retirement Institute LLC34,871$1.69M1.1%+14.7%0.221%
5/2/2025Bogart 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%
4/30/2025Stratos Wealth Partners LTD.7,037$341K0.0%-16.5%0.045%
4/29/2025U.S. Capital Wealth Advisors LLC11,807$573K0.0%+32.0%0.075%
4/29/2025Liberty 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%
4/28/2025Rosenberg Matthew Hamilton1,066$52K0.0%+171.9%0.007%
4/25/2025Valley National Advisers Inc.5,143$248K0.0%+51.9%0.033%
4/25/2025Meridian Financial LLC8,030$390K0.3%+4.0%0.051%
4/25/2025Sovran Advisors LLC24,815$1.12M0.1%+1.0%0.157%
4/24/2025Money Concepts Capital Corp31,040$1.51M0.1%N/A0.214%
4/23/2025SFG Wealth Management LLC.32,630$1.58M0.8%N/A0.225%
4/23/2025KPP Advisory Services LLC27,733$1.35M0.2%+16.5%0.191%
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4/23/2025Western Wealth Management LLC18,948$919K0.1%+27.6%0.131%
4/23/2025Sequoia Financial Advisors LLC6,432$312K0.0%N/A0.044%
4/23/2025Kellett Wealth Advisors LLC12,767$619K0.4%+30.7%0.088%
4/23/2025Oppenheimer & Co. Inc.15,513$753K0.0%+4.9%0.107%
4/22/2025Flagship Harbor Advisors LLC24,528$1.19M0.1%+13.2%0.169%
4/22/2025Cambridge Investment Research Advisors Inc.70,207$3.41M0.0%+12.7%0.484%
4/22/2025Aspire Capital Advisors LLC176,820$8.58M2.6%N/A1.219%
4/22/2025Tandem Capital Management Corp ADV10,825$525K0.3%+5.0%0.075%
4/22/2025Masso Torrence Wealth Management Inc.225,273$10.93M5.8%N/A1.554%
4/17/2025Janney Montgomery Scott LLC19,089$926K0.0%+73.5%0.132%
4/16/2025Wealth Enhancement Advisory Services LLC16,925$821K0.0%+6.1%0.117%
4/16/2025RMR 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%
4/14/2025Cedar Mountain Advisors LLC95,564$4.64M1.0%+1.0%0.659%
4/11/2025Princeton Global Asset Management LLC21,209$1.03M0.2%+15.5%0.146%
4/11/2025Signal Advisors Wealth LLC602,314$29.22M2.9%+44.1%4.154%
4/10/2025Breakwater Capital Group63,606$3.09M0.5%+14.6%0.439%
4/10/2025KWB Wealth4,908$233K0.0%+5.2%0.034%
4/10/2025Beacon Financial Group4,821$234K0.0%N/A0.033%
4/10/2025TruWealth Advisors LLC5,049$245K0.0%+19.2%0.035%
4/7/2025AdvisorNet Financial Inc7,674$372K0.0%+114.7%0.053%
3/17/2025Wealth 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%
2/17/2025Bank of America Corp DE488,284$23.15M0.0%+12.0%6.181%
2/17/2025AmeriServ Wealth Advisors61,843$2.93M1.6%N/A0.783%
2/17/2025Aptus Capital Advisors LLC4,915$233K0.0%+16,283.3%0.062%
2/14/2025Jane Street Group LLC9,705$460K0.0%-27.8%0.123%
2/14/2025Integrated Wealth Concepts LLC13,181$625K0.0%+107.2%0.167%
2/14/2025IHT Wealth Management LLC39,258$1.86M0.1%+10.5%0.497%
2/14/2025Tower Research Capital LLC TRC24,954$1.18M0.0%N/A0.316%
2/13/2025CreativeOne Wealth LLC22,831$1.08M0.0%+29.8%0.289%
2/13/2025Advisors Capital Management LLC71,226$3.38M0.1%-1.1%0.902%
2/13/2025Crux Wealth Advisors10,678$506K0.3%N/A0.135%
2/13/2025Prepared Retirement Institute LLC30,403$1.44M0.8%+21.5%0.385%
2/13/2025Advisory Services Network LLC5,995$284K0.0%N/A0.076%
2/13/2025Envestnet Asset Management Inc.46,309$2.20M0.0%-46.3%0.586%
2/12/2025World Investment Advisors219,061$10.38M0.3%+3.1%2.773%
2/12/2025JPMorgan Chase & Co.82,421$3.91M0.0%+25.8%1.043%
2/11/2025Segall Bryant & Hamill LLC507,552$24.06M0.3%-4.2%6.425%
2/11/2025LPL Financial LLC1,681,458$79.70M0.0%+23.1%21.284%
2/11/2025Absolute Capital Management LLC112,000$5.31M2.9%N/A1.418%
2/10/2025Taylor Financial Group Inc.56,264$2.67M1.8%+6.8%0.712%
2/10/2025Corient Private Wealth LLC510,304$23.53M0.0%-4.0%6.460%
2/10/2025Commonwealth Equity Services LLC135,948$6.44M0.0%+136.3%1.721%
2/7/2025Independent Advisor Alliance69,683$3.30M0.0%N/A0.882%
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2/7/2025Larson Financial Group LLC32,006$1.52M0.1%+19.7%0.405%
2/7/2025PNC Financial Services Group Inc.1,000$47K0.0%N/A0.013%
2/6/2025Raymond James Financial Inc.203,234$9.63M0.0%N/A2.573%
2/6/2025Steward Partners Investment Advisory LLC376,187$17.83M0.2%+3.5%4.762%
2/5/2025US Bancorp DE5,400$256K0.0%+48.8%0.068%
2/5/2025Oppenheimer & Co. Inc.14,786$701K0.0%+7.2%0.187%
2/5/2025Kellett Wealth Advisors LLC9,767$463K0.3%-34.5%0.124%
1/31/2025Global Retirement Partners LLC4,390$208K0.0%+15.4%0.056%
1/31/2025Atria Wealth Solutions Inc.22,342$1.06M0.0%-8.4%0.283%
1/31/2025Sanctuary Advisors LLC40,190$2.00M0.0%+18.1%0.509%
(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, 123 institutional investors and hedge funds held shares of iShares Core Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($95.76M), Signal Advisors Wealth LLC ($29.22M), Foguth Wealth Management LLC. ($23.62M), Corient Private Wealth LLC ($23.53M), Bank of America Corp DE ($23.15M), Segall Bryant & Hamill LLC ($21.77M), and Steward Partners Investment Advisory LLC ($19.92M).Learn more on iShares Core Dividend ETF's institutional investors.

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

Of the 114 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: 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), Masso Torrence Wealth Management Inc. ($225.27K), and Raymond James Financial Services Advisors Inc. ($214.36K).

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

Institutional investors have bought a total of 4,652,795 shares in the last 24 months. This purchase volume represents approximately $220.98M in transactions.

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

Of the 24 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), Segall Bryant & Hamill LLC ($81.26K), Kestra Advisory Services LLC ($77.66K), IFG Advisory LLC ($72.45K), Envestnet Asset Management Inc. ($45.82K), Corient Private Wealth LLC ($21.17K), and Financial Advocates Investment Management ($13.31K).

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

Institutional investors have sold a total of 550,193 shares in the last 24 months. This volume of shares sold represents approximately $26.54M in transactions.



This page (BATS:DIVB) was last updated on 7/7/2025 by MarketBeat.com Staff
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