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iShares Core Dividend ETF (DIVB) Institutional Ownership

iShares Core Dividend ETF logo
$68.26 -0.18 (-0.26%)
As of 08/14/2026 04:10 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)
104
Total
Institutional Inflows
(last 12 months)
$311.16M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$166.74M
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DIVB Institutional Buying and Selling by Quarter

iShares Core Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.3,495$215K0.0%N/A0.019%
7/9/2026 Breakwater Capital Group100,714$6.20M0.7%-1.8%0.547%
7/9/2026 Sunburst Financial Group LLC317,289$19.55M3.2%+4.9%1.724%
7/7/2026 Dynamic Advisor Solutions LLC7,380$455K0.0%+6.2%0.040%
7/6/2026 Trilogy Capital Inc.3,409$210K0.0%N/A0.019%
7/2/2026 Cedar Mountain Advisors LLC104,443$6.43M1.1%+0.4%0.568%
6/18/2026Western Wealth Management LLC30,986$1.67M0.1%+2.9%0.168%
6/3/2026 NewEdge Advisors LLC4,043$218K0.0%+1,921.5%0.022%
6/1/2026 Foguth Wealth Management LLC.315,645$17.03M2.1%-37.4%1.715%
5/22/2026 Segall Bryant & Hamill LLC369,906$19.96M0.2%-5.6%2.010%
5/19/2026Western Wealth Management LLC30,986$1.67M0.1%+2.9%0.168%
5/19/2026Bank of America Corp DE1,345,888$72.61M0.0%+13.4%7.315%
5/19/2026 IFS Group LLC5,957$321K0.3%N/A0.032%
5/18/2026Royal Bank of Canada94,420$5.09M0.0%+307.8%0.513%
5/14/2026 GC Wealth Management RIA LLC3,854$208K0.0%N/A0.021%
5/13/2026 Cetera Investment Advisers555,621$29.98M0.0%+6.7%3.020%
5/13/2026 Wiregrass Investment Management LLC5,074$274K0.2%+32.1%0.028%
5/7/2026 Florida Financial Advisors LLC7,172$387K0.1%+12.5%0.039%
5/7/2026 Liberty Square Wealth Partners LLC13,527$730K0.2%+29.9%0.074%
5/6/2026 Independent Financial Group LLC63,113$3.41M0.1%N/A0.343%
5/5/2026 RFG Bristol Wealth Advisors LLC6,642$358K0.1%+15.7%0.036%
5/5/2026 Sanctuary Advisors LLC49,862$2.69M0.0%-2.7%0.271%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC81,320$4.39M3.6%+2.0%0.442%
5/4/2026 Citizens National Bank Trust Department5,517$298K0.0%+6.3%0.030%
5/4/2026 Kellett Wealth Advisors LLC29,850$1.61M0.9%-5.4%0.162%
5/4/2026 Paradiem LLC11,127$600K0.1%-98.9%0.060%
5/1/2026 Sovran Advisors LLC21,309$1.23M0.1%-2.1%0.116%
5/1/2026 Compass Financial Services Inc115,134$6.21M2.7%-25.4%0.626%
5/1/2026 Cedar Mountain Advisors LLC104,028$5.61M1.1%+1.0%0.565%
4/30/2026 Kestra Advisory Services LLC283,952$15.32M0.1%+278.5%1.543%
4/30/2026 Money Concepts Capital Corp95,291$5.14M0.3%-0.9%0.518%
4/30/2026 CFS Investment Advisory Services LLC3,903$219K0.0%N/A0.021%
4/30/2026 IAG Wealth Partners LLC522,211$28.17M3.1%-0.7%2.838%
4/27/2026 Private Advisor Group LLC6,297$340K0.0%N/A0.034%
4/25/2026 KPP Advisory Services LLC9,761$527K0.1%-57.1%0.053%
4/24/2026 Peoples Bank OH31,670$1.71M1.0%+3.1%0.172%
4/22/2026 Princeton Global Asset Management LLC20,250$1.09M0.2%-2.9%0.110%
4/22/2026 Patriot Financial Group Insurance Agency LLC3,968$214K0.0%N/A0.022%
4/22/2026 Welch Financial Planning LLC231,557$12.49M9.0%+1.3%1.258%
4/22/2026 Meridian Financial Advisors LLC7,374$398K0.2%-7.4%0.040%
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4/21/2026 ADG Wealth Management Group LLC20,403$1.10M0.8%+6.7%0.111%
4/20/2026 Breakwater Capital Group102,567$5.53M0.7%+2.6%0.557%
4/18/2026 Guyasuta Investment Advisors Inc.6,139$331K0.0%N/A0.033%
4/17/2026 Total Clarity Wealth Management Inc.4,985$269K0.1%N/A0.027%
4/17/2026 AdvisorNet Financial Inc6,354$343K0.0%+7.5%0.035%
4/17/2026 Capital Advisors Ltd. LLC6,568$354K0.0%+2.9%0.036%
4/16/2026 Quotient Wealth Partners LLC14,938$806K0.0%N/A0.081%
3/11/2026 Green Ridge Wealth Planning LLC4,900$260K0.1%N/A0.027%
3/9/2026 Corient Private Wealth LLC409,667$21.93M0.0%-4.9%2.226%
2/27/2026 Compass Financial Services Inc154,258$8.20M3.5%+8.7%0.838%
2/19/2026 Corient Private Wealth LLC409,667$21.93M0.0%-4.9%2.226%
2/18/2026IHT Wealth Management LLC47,758$2.54M0.1%-16.5%0.260%
2/18/2026Brooks Moore & Associates Inc.4,360$232K0.1%N/A0.024%
2/17/2026 Cetera Investment Advisers520,617$27.67M0.0%+9.6%2.829%
2/17/2026Equitable Holdings Inc.7,351$391K0.0%+29.2%0.040%
2/17/2026 Miller Capital Partners Inc.750$40K0.0%N/A0.004%
2/17/2026Osaic Holdings Inc.42,142$2.24M0.0%-3.3%0.229%
2/17/2026 Advisory Services Network LLC8,527$453K0.0%-3.8%0.046%
2/17/2026 Clark Capital Management Group Inc.11,979$637K0.0%N/A0.065%
2/17/2026Royal Bank of Canada23,152$1.23M0.0%-82.0%0.126%
2/16/2026 MML Investors Services LLC22,389$1.19M0.0%+26.8%0.122%
2/16/2026 Mariner LLC62,439$3.32M0.0%+16.3%0.339%
2/16/2026 Aptus Capital Advisors LLC290,919$15.46M0.1%+8.8%1.581%
2/13/2026 CreativeOne Wealth LLC17,892$951K0.0%+1.8%0.097%
2/13/2026 Kestra Advisory Services LLC75,028$3.99M0.0%+9.0%0.408%
2/13/2026 Segall Bryant & Hamill LLC391,807$20.83M0.3%-4.9%2.129%
2/13/2026 Wiregrass Investment Management LLC3,841$204K0.2%N/A0.021%
2/13/2026 Integrated Wealth Concepts LLC4,863$258K0.0%-63.2%0.026%
2/13/2026Wells Fargo & Company MN11,567$615K0.0%+5,570.1%0.063%
2/12/2026Jane Street Group LLC17,989$956K0.0%-13.4%0.098%
2/12/2026Orion Porfolio Solutions LLC6,838$363K0.0%+15.7%0.037%
2/12/2026 Commonwealth Equity Services LLC249,273$13.25M0.0%+12.4%1.355%
2/12/2026 Steward Partners Investment Advisory LLC683,830$36.35M0.2%+1.8%3.716%
2/12/2026 Collier Financial8,170$434K0.3%+9.0%0.044%
2/12/2026 Great Valley Advisor Group Inc.28,202$1.50M0.0%-24.5%0.153%
2/12/2026 Absolute Capital Management LLC183,516$9.75M3.6%+4.6%0.997%
2/12/2026MIdWestOne Financial Group Inc.76,320$4.06M0.5%-3.7%0.415%
2/11/2026 Janney Montgomery Scott LLC55,574$2.95M0.0%+23.8%0.302%
2/11/2026 Cedar Mountain Advisors LLC103,024$5.48M1.1%+1.1%0.560%
2/11/2026 Focus Partners Advisor Solutions LLC4,527$241K0.0%+14.3%0.025%
2/11/2026 Next Capital Management LLC3,854$205K0.1%N/A0.021%
2/11/2026 LPL Financial LLC3,577,926$190.17M0.1%+30.8%19.445%
2/11/2026 JPMorgan Chase & Co.124,948$6.64M0.0%+1.7%0.679%
2/11/2026 Parallel Advisors LLC4,225$225K0.0%N/A0.023%
2/10/2026Goldman Sachs Group Inc.8,115$431K0.0%N/A0.044%
2/10/2026 IAG Wealth Partners LLC525,995$27.96M3.2%+1.7%2.859%
2/10/2026 Florida Financial Advisors LLC6,376$339K0.1%+17.0%0.035%
2/10/2026 Founders Financial Securities LLC4,235$225K0.0%N/A0.023%
2/10/2026 Northwestern Mutual Wealth Management Co.53,370$2.84M0.0%-2.8%0.290%
2/10/2026Foundations Investment Advisors LLC20,371$1.08M0.0%+5.0%0.111%
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2/10/2026IFG Advisory LLC280,108$14.89M0.6%-0.4%1.522%
2/10/2026 MidAtlantic Capital Management Inc.16,937$900K0.6%-17.9%0.092%
2/9/2026Kingsview Wealth Management LLC34,486$1.83M0.0%+2.8%0.187%
2/9/2026 Integrity Alliance LLC.193,915$10.31M0.4%-10.1%1.054%
2/9/2026 Integrity Advisory Solutions LLC11,716$623K0.1%+28.2%0.064%
2/6/2026 Axxcess Wealth Management LLC9,304$495K0.0%-15.6%0.051%
2/6/2026 Taylor Financial Group Inc.74,265$3.95M2.3%-0.5%0.404%
2/6/2026Larson Financial Group LLC44,769$2.38M0.1%+8.5%0.243%
2/6/2026 Csenge Advisory Group5,547$295K0.0%+6.1%0.030%
2/5/2026Western Wealth Management LLC30,108$1.60M0.1%+6.5%0.164%


DIVB Institutional Ownership - Frequently Asked Questions

During the previous two years, 166 institutional investors and hedge funds held shares of iShares Core Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($190.17M), Bank of America Corp DE ($72.61M), Advisors Capital Management LLC ($36.65M), Steward Partners Investment Advisory LLC ($36.35M), Cetera Investment Advisers ($29.98M), IAG Wealth Partners LLC ($28.17M), and Signal Advisors Wealth LLC ($25.37M).Learn more on iShares Core Dividend ETF's institutional investors.

Of the 157 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 ($2.51M), LPL Financial LLC ($1.45M), Foguth Wealth Management LLC. ($778.49K), Bank of America Corp DE ($698.57K), Advisors Capital Management LLC ($618.37K), Segall Bryant & Hamill LLC ($529.86K), and IAG Wealth Partners LLC ($526.00K).

Institutional investors have bought a total of 5,867,369 shares in the last 24 months. This purchase volume represents approximately $311.16M in transactions.

Of the 48 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: Paradiem LLC ($2.49M), Foguth Wealth Management LLC. ($188.60K), Royal Bank of Canada ($105.32K), Segall Bryant & Hamill LLC ($67.40K), IFG Advisory LLC ($44.06K), Corient Private Wealth LLC ($42.61K), and Compass Financial Services Inc ($39.12K).

Institutional investors have sold a total of 3,146,185 shares in the last 24 months. This volume of shares sold represents approximately $166.74M in transactions.


Related Companies

Institutional ownership data for BATS:DIVB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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