iShares Core Dividend ETFDIVBETF

13F holders, Q2 2024 (June 30)
86holders +8
11new positions
4sold out
1famous investor
$44.23avg. 13F price*

At the end of Q2 2024, 86 institutions reported holding iShares Core Dividend ETF (DIVB) in their 13F filings, up 8 from Q1 2024. 11 opened new positions and 4 sold out. The largest holders were Corient Private Wealth LP ($26.5M), LPL Financial LLC ($26.4M) and Raymond James Financial Services Advisors, Inc. ($19.6M). 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

050100150200 Q1 2024: 78Q1 2024Q2 2024: 86Q2 2024Q3 2024: 99Q3 2024Q4 2024: 107Q4 2024Q1 2025: 123Q1 2025Q2 2025: 138Q2 2025Q3 2025: 140Q3 2025Q4 2025: 148Q4 2025Q1 2026: 155Q1 2026Q2 2026: 169Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions11$15.2M
Exits4$653K

All 13F filers, Q1 2024 → Q2 2024: 839,386 shares bought and 230,736 shares sold, net +608,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Corient Private Wealth LP 0.05% Reduce -7.1% 599,686 $26.5M
LPL Financial LLC 0.01% Add +10.6% 596,256 $26.4M
Raymond James Financial Services Advisors, Inc. 0.03% Add +5.1% 441,977 $19.6M
Bank of America Corp. 0.00% Add +3.2% 422,292 $18.7M
Steward Partners Investment Advisory, LLC 0.14% Reduce -0.5% 293,928 $13.0M
IFG Advisory, LLC 0.79% New 276,505 $12.2M
Foguth Wealth Management, LLC. 3.99% Add +414.3% 204,458 $9.0M
Cetera Investment Advisers 0.01% Add +77.6% 119,688 $5.3M
Cedar Mountain Advisors, LLC 1.04% Add +1.9% 95,310 $4.2M
Kestra Advisory Services, LLC 0.02% Add +218.6% 89,204 $3.9M
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 72,634 $3.2M
JPMorgan Chase & Co. 0.00% Reduce -5.5% 69,962 $3.1M
Advisors Capital Management, LLC 0.05% Reduce -28.4% 66,236 $2.9M
MIdWestOne Financial Group, Inc. 0.52% Add +15.3% 64,710 $2.9M
Argent Trust Co 0.11% No change 56,859 $2.5M
Susquehanna International Group, LLP 0.00% Add +240.7% 56,787 $2.5M
Independent Financial Group, LLC 0.09% Add +10.6% 49,659 $2.2M
Taylor Financial Group, Inc. 1.65% Add +9.5% 48,515 $2.1M
Breakwater Capital Group 0.43% Add +7.6% 42,984 $1.9M
Citadel Advisors 0.00% Reduce -6.8% 40,141 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +52.3% 38,498 $1.7M
Sanctuary Advisors, LLC 0.01% — 36,836 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +20.1% 34,164 $1.5M
Galvin, Gaustad & Stein, LLC 0.12% Add +0.6% 28,223 $1.2M
Financial Advocates Investment Management 0.08% Add +308.1% 27,833 $1.2M
Royal Bank of Canada 0.00% Reduce -42.3% 26,166 $1.2M
Larson Financial Group LLC 0.07% New 22,771 $1.0M
Morgan Stanley 0.00% Add +15.5% 22,304 $987K
Prudential Financial Inc. 0.00% Reduce -20.0% 22,228 $983K
Intrua Financial, LLC 0.16% Add +11.0% 21,970 $972K
Atria Wealth Solutions, Inc. 0.01% Add +1.9% 21,083 $933K
Tempus Wealth Planning, LLC 0.35% Reduce -7.0% 19,085 $844K
Flagship Harbor Advisors, LLC 0.05% Add +34.4% 18,038 $798K
Continuum Advisory, LLC 0.11% Add +2.5% 16,627 $736K
Western Wealth Management, LLC 0.05% Add +6.6% 15,780 $698K
Prepared Retirement Institute LLC 0.45% New 15,376 $680K
Kellett Wealth Advisors, LLC 0.53% Reduce -35.9% 14,917 $660K
Osaic Holdings, Inc. 0.00% Reduce -26.8% 14,096 $624K
Wealth Enhancement Advisory Services, LLC 0.00% Add +77.5% 13,123 $581K
Next Capital Management LLC 0.23% No change 12,487 $552K
Princeton Global Asset Management LLC 0.11% Add +6.5% 11,311 $500K
Focus Financial Network, Inc. 0.02% Reduce -0.5% 9,596 $447K
Avantax Advisory Services, Inc. 0.00% Reduce -6.2% 10,095 $447K
Tandem Capital Management Corp. 0.24% Reduce -11.3% 9,980 $439K
PFG Private Wealth Management, LLC 0.25% Reduce -0.0% 9,202 $407K
U.S. Capital Wealth Advisors, LLC 0.02% Add +8.4% 8,944 $396K
Kingsview Wealth Management, LLC 0.01% Reduce -9.8% 8,741 $387K
Meridian Financial Advisors, LLC 0.25% Add +16.1% 7,696 $340K
Family Asset Management, LLC 0.22% Add +0.0% 7,696 $340K
Janney Montgomery Scott LLC 0.00% No change 7,630 $338K
Colonial Trust Co / SC 0.06% No change 7,604 $336K
Csenge Advisory Group 0.02% New 6,773 $300K
Claro Advisors Inc. 0.05% New 6,566 $290K
Capital Advisors, Ltd. LLC 0.04% No change 6,522 $289K
Personal Cfo Solutions, LLC 0.04% Reduce -15.5% 6,080 $269K
RMR Wealth Builders 0.03% Reduce -1.0% 6,074 $269K
Integrated Wealth Concepts LLC 0.00% Add +0.3% 5,938 $263K
Raymond James & Associates 0.00% New 5,734 $254K
CoreCap Advisors, LLC 0.03% Add +13.4% 5,500 $243K
Stratos Wealth Partners, LTD. 0.00% Reduce -13.6% 5,100 $226K
Signal Advisors Wealth, LLC 0.49% Reduce -87.4% 5,025 $222K
Founders Financial Securities LLC 0.02% New 5,013 $222K
Liberty Wealth Management LLC 0.04% Add +0.6% 4,774 $211K
Key Financial Inc 0.05% New 4,693 $208K
Principal Securities, Inc. 0.00% No change 3,052 $135K
FMR LLC 0.00% Add +145.9% 2,100 $93K
Wells Fargo & Company 0.00% Add +61.1% 1,626 $72K
Harbour Investments, Inc. 0.00% Add +56.5% 1,531 $68K
Element Wealth, LLC 0.03% No change 1,038 $46K
Global Retirement Partners, LLC 0.00% Reduce -8.1% 1,038 $46K
US Bancorp \de 0.00% No change 987 $44K
Banque Cantonale Vaudoise 0.00% No change 850 $38K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.0% 829 $37K
CIBC Private Wealth Group LLC 0.00% Reduce -10.0% 612 $27K
Sunbelt Securities, Inc. 0.00% Add +0.6% 546 $24K
Valley National Advisers Inc. 0.00% No change 506 $22K
NewEdge Advisors, LLC 0.00% Reduce -99.1% 410 $18K
UMB Bank, n.a. 0.00% No change 400 $18K
MidAtlantic Capital Management, Inc. 0.01% No change 230 $10K
Federation des caisses Desjardins du Quebec 0.00% Reduce -69.0% 220 $10K
AdvisorNet Financial, Inc 0.00% No change 205 $9K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 100 $4K
Bank of Montreal 0.00% New 82 $4K
Sound Income Strategies, LLC 0.00% No change 58 $3K
Aptus Capital Advisors, LLC 0.00% No change 30 $1K
REAP Financial Group, LLC 0.00% New 10 $442

"% of holder's portfolio" is DIVB's weight in each manager's 13F, not the share of iShares Core Dividend ETF the manager owns.