iShares Core Dividend ETFDIVBETF
13F holders, Q3 2024 (September 30)99holders +13
20new positions
7sold out
$48.46avg. 13F price*
At the end of Q3 2024, 99 institutions reported holding iShares Core Dividend ETF (DIVB) in their 13F filings, up 13 from Q2 2024. 20 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($66.2M), Corient Private Wealth LP ($25.7M) and Segall Bryant & Hamill, LLC ($25.7M).
- Company
- iShares Core Dividend ETF
- CUSIP
- 46435U861
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $46.5M |
| Exits | 7 | $2.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,458,441 shares bought and 529,990 shares sold, net +1,928,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| LPL Financial LLC | 0.03% | Add +129.2% | 1,366,451 | $66.2M |
| Corient Private Wealth LP | 0.04% | Reduce -11.4% | 531,469 | $25.7M |
| Segall Bryant & Hamill, LLC | 0.35% | New | 529,863 | $25.7M |
| Bank of America Corp. | 0.00% | Add +3.3% | 436,022 | $21.1M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +23.6% | 363,405 | $17.6M |
| IFG Advisory, LLC | 1.01% | Add +18.1% | 326,467 | $15.8M |
| Foguth Wealth Management, LLC. | 5.65% | Add +57.2% | 321,447 | $15.5M |
| Signal Advisors Wealth, LLC | 2.17% | Add +6127.1% | 312,910 | $15.2M |
| World Investment Advisors | 0.32% | New | 212,387 | $10.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -56.9% | 190,337 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +4.8% | 125,444 | $6.1M |
| Cedar Mountain Advisors, LLC | 1.04% | Reduce -0.2% | 95,145 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.7% | 86,240 | $4.2M |
| Verity Asset Management, Inc. | 1.36% | New | 74,591 | $3.6M |
| Advisors Capital Management, LLC | 0.06% | Add +8.7% | 72,014 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 65,501 | $3.2M |
| MIdWestOne Financial Group, Inc. | 0.39% | Reduce -9.4% | 58,650 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +68.4% | 57,527 | $2.8M |
| Argent Trust Co | 0.11% | Reduce -0.2% | 56,738 | $2.7M |
| Independent Financial Group, LLC | 0.10% | Add +8.1% | 53,659 | $2.6M |
| Taylor Financial Group, Inc. | 1.76% | Add +8.6% | 52,701 | $2.6M |
| Breakwater Capital Group | 0.50% | Add +20.0% | 51,591 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.5% | 47,559 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +59.2% | 41,656 | $2.0M |
| Morgan Stanley | 0.00% | Add +78.2% | 39,745 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -58.1% | 37,399 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | New | 35,537 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.6% | 34,030 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Add +24.9% | 35,262 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +46.4% | 32,544 | $1.6M |
| Larson Financial Group LLC | 0.07% | Add +17.4% | 26,728 | $1.3M |
| Prepared Retirement Institute LLC | 0.73% | Add +62.8% | 25,025 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +15.7% | 24,399 | $1.2M |
| KPP Advisory Services LLC | 0.25% | New | 21,230 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +9.7% | 19,786 | $959K |
| Tempus Wealth Planning, LLC | 0.35% | Add +2.0% | 19,474 | $944K |
| Princeton Global Asset Management LLC | 0.18% | Add +68.0% | 18,997 | $920K |
| Osaic Holdings, Inc. | 0.00% | Add +30.0% | 18,322 | $888K |
| CreativeOne Wealth, LLC | 0.03% | New | 17,591 | $852K |
| Continuum Advisory, LLC | 0.11% | Add +2.2% | 16,994 | $843K |
| Kellett Wealth Advisors, LLC | 0.52% | No change | 14,917 | $723K |
| Financial Advocates Investment Management | 0.04% | Reduce -47.8% | 14,523 | $704K |
| Western Wealth Management, LLC | 0.04% | Reduce -10.5% | 14,116 | $684K |
| Oppenheimer & Co. Inc. | 0.01% | New | 13,792 | $668K |
| Jane Street Group, LLC | 0.00% | New | 13,448 | $652K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 13,197 | $639K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.1% | 10,513 | $509K |
| Tandem Capital Management Corp. | 0.26% | Add +2.3% | 10,205 | $494K |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.7% | 9,238 | $448K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 8,944 | $433K |
| Intrua Financial, LLC | 0.07% | Reduce -61.2% | 8,515 | $413K |
| Focus Financial Network, Inc. | 0.02% | Reduce -15.1% | 8,149 | $395K |
| Meridian Financial Advisors, LLC | 0.25% | Add +0.2% | 7,708 | $373K |
| Family Asset Management, LLC | 0.22% | Reduce -0.0% | 7,693 | $373K |
| Colonial Trust Co / SC | 0.06% | No change | 7,604 | $368K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +47.5% | 7,525 | $365K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.3% | 7,380 | $358K |
| Csenge Advisory Group | 0.02% | Add +1.7% | 6,886 | $339K |
| PFG Private Wealth Management, LLC | 0.19% | Reduce -25.3% | 6,871 | $333K |
| Raymond James & Associates | 0.00% | Add +15.7% | 6,635 | $321K |
| Claro Advisors Inc. | 0.04% | Reduce -1.6% | 6,459 | $313K |
| Private Advisor Group, LLC | 0.00% | New | 6,450 | $313K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -2.3% | 6,373 | $309K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.2% | 6,363 | $308K |
| Cerity Partners LLC | 0.00% | New | 6,230 | $302K |
| RMR Wealth Builders | 0.03% | Add +0.5% | 6,103 | $296K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -1.8% | 5,973 | $289K |
| CoreCap Advisors, LLC | 0.01% | Add +8.5% | 5,968 | $289K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.6% | 5,353 | $259K |
| Fifth Third Securities, Inc. | 0.02% | New | 5,343 | $259K |
| MML Investors Services, LLC | 0.00% | New | 5,190 | $251K |
| Liberty Wealth Management LLC | 0.04% | Add +0.8% | 4,810 | $233K |
| Key Financial Inc | 0.05% | No change | 4,693 | $227K |
| Mariner, LLC | 0.00% | New | 4,691 | $227K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | New | 4,500 | $218K |
| KWB Wealth | 0.03% | New | 4,854 | $215K |
| TruWealth Advisors, LLC | 0.01% | New | 4,235 | $205K |
| Global Retirement Partners, LLC | 0.01% | Add +266.5% | 3,804 | $184K |
| US Bancorp \de | 0.00% | Add +267.8% | 3,630 | $176K |
| Principal Securities, Inc. | 0.00% | No change | 3,052 | $148K |
| FMR LLC | 0.00% | Add +23.9% | 2,601 | $126K |
| Valley National Advisers Inc. | 0.02% | Add +353.6% | 2,295 | $110K |
| Harbour Investments, Inc. | 0.00% | Add +13.8% | 1,742 | $84K |
| Element Wealth, LLC | 0.03% | No change | 1,038 | $50K |
| Wells Fargo & Company | 0.00% | Reduce -39.2% | 988 | $48K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 612 | $30K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.9% | 551 | $27K |
| NewEdge Advisors, LLC | 0.00% | Add +15.6% | 474 | $23K |
| Private Trust Co. NA | 0.00% | New | 235 | $11K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 230 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 220 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 205 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 171 | $8K |
| Glassman Wealth Services | 0.00% | New | 125 | $6K |
| Bank of Montreal | 0.00% | Add +48.8% | 122 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 117 | $6K |
| 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% | No change | 10 | $485 |
"% of holder's portfolio" is DIVB's weight in each manager's 13F, not the share of iShares Core Dividend ETF the manager owns.