iShares Core Dividend ETFDIVBETF
13F holders, Q1 2024 (March 31)78holders
1famous investor
$44.49avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding iShares Core Dividend ETF (DIVB) in their 13F filings. The largest holders were Corient Private Wealth LP ($28.7M), LPL Financial LLC ($24.0M) and Raymond James Financial Services Advisors, Inc. ($18.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core Dividend ETF
- CUSIP
- 46435U861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $21.7M |
| Exits | 4 | $2.3M |
Ownership 78 holders
| Corient Private Wealth LP | 0.05% | Reduce -1.8% | 645,352 | $28.7M |
| LPL Financial LLC | 0.01% | Add +109.0% | 538,980 | $24.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -44.9% | 420,387 | $18.7M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 409,088 | $18.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | New | 295,465 | $13.1M |
| Cedar Mountain Advisors, LLC | 1.05% | Add +1.6% | 93,509 | $4.2M |
| Advisors Capital Management, LLC | 0.08% | Reduce -10.8% | 92,571 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.3% | 78,525 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 74,053 | $3.3M |
| Cetera Investment Advisers | 0.01% | New | 67,398 | $3.0M |
| Argent Trust Co | 0.11% | No change | 56,859 | $2.5M |
| MIdWestOne Financial Group, Inc. | 0.45% | Add +17.0% | 56,142 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +19047.1% | 45,953 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +1294.7% | 45,369 | $2.0M |
| Independent Financial Group, LLC | 0.09% | Add +8.9% | 44,892 | $2.0M |
| Taylor Financial Group, Inc. | 1.50% | Add +3.6% | 44,308 | $2.0M |
| Citadel Advisors | 0.00% | Add +47.6% | 43,085 | $1.9M |
| Breakwater Capital Group | 0.45% | Add +0.7% | 39,935 | $1.8M |
| Foguth Wealth Management, LLC. | 0.95% | — | 39,758 | $1.8M |
| Signal Advisors Wealth, LLC | 0.44% | Reduce -22.6% | 39,758 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +98.5% | 28,435 | $1.3M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +17.8% | 28,064 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | New | 27,996 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +16.7% | 27,790 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +146.7% | 25,283 | $1.1M |
| Kellett Wealth Advisors, LLC | 0.72% | Add +13.7% | 23,253 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | New | 20,701 | $921K |
| Tempus Wealth Planning, LLC | 0.40% | New | 20,511 | $913K |
| Intrua Financial, LLC | 0.14% | Add +13.9% | 19,785 | $880K |
| Morgan Stanley | 0.00% | Reduce -23.6% | 19,311 | $859K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.7% | 19,262 | $857K |
| Susquehanna International Group, LLP | 0.00% | Add +133.3% | 16,666 | $742K |
| Continuum Advisory, LLC | 0.11% | Add +4.5% | 16,213 | $711K |
| Western Wealth Management, LLC | 0.05% | New | 14,797 | $658K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 13,425 | $597K |
| Next Capital Management LLC | 0.23% | No change | 12,487 | $556K |
| Tandem Capital Management Corp. | 0.28% | Add +3.5% | 11,250 | $501K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.6% | 10,763 | $479K |
| Princeton Global Asset Management LLC | 0.11% | Reduce -39.7% | 10,621 | $473K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.1% | 9,694 | $431K |
| PFG Private Wealth Management, LLC | 0.26% | Reduce -95.1% | 9,206 | $410K |
| Focus Financial Network, Inc. | 0.02% | — | 9,643 | $406K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 8,247 | $367K |
| Family Asset Management, LLC | 0.21% | Reduce -31.5% | 7,693 | $342K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.4% | 7,630 | $340K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.1% | 7,604 | $338K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.1% | 7,395 | $329K |
| Personal Cfo Solutions, LLC | 0.05% | Add +9.6% | 7,198 | $320K |
| Financial Advocates Investment Management | 0.02% | Reduce -4.3% | 6,821 | $304K |
| Meridian Financial Advisors, LLC | 0.22% | Add +8.3% | 6,630 | $295K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,522 | $290K |
| RMR Wealth Builders | 0.03% | Reduce -41.1% | 6,133 | $273K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 5,923 | $264K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,900 | $263K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 5,439 | $242K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,892 | $218K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.8% | 4,851 | $216K |
| Liberty Wealth Management LLC | 0.04% | New | 4,744 | $211K |
| Private Advisor Group, LLC | 0.00% | New | 4,509 | $201K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | New | 4,500 | $200K |
| Principal Securities, Inc. | 0.00% | Reduce -18.4% | 3,052 | $136K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,129 | $50K |
| Element Wealth, LLC | 0.03% | No change | 1,038 | $46K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1,009 | $45K |
| US Bancorp \de | 0.00% | New | 987 | $44K |
| Harbour Investments, Inc. | 0.00% | No change | 978 | $44K |
| Banque Cantonale Vaudoise | 0.00% | No change | 850 | $38K |
| FMR LLC | 0.00% | Add +30.6% | 854 | $38K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 710 | $32K |
| CIBC Private Wealth Group LLC | 0.00% | New | 680 | $30K |
| Sunbelt Securities, Inc. | 0.00% | New | 543 | $24K |
| Valley National Advisers Inc. | 0.00% | New | 506 | $22K |
| UMB Bank, n.a. | 0.00% | No change | 400 | $18K |
| MidAtlantic Capital Management, Inc. | 0.01% | Reduce -96.0% | 230 | $10K |
| Kelly Financial Services LLC | 0.00% | Reduce -50.0% | 224 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 205 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -86.1% | 58 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 30 | $1K |
"% of holder's portfolio" is DIVB's weight in each manager's 13F, not the share of iShares Core Dividend ETF the manager owns.