iShares Core Dividend ETFDIVBETF
13F holders, Q4 2024 (December 31)107holders +8
10new positions
7sold out
1famous investor
$47.45avg. 13F price*
At the end of Q4 2024, 107 institutions reported holding iShares Core Dividend ETF (DIVB) in their 13F filings, up 8 from Q3 2024. 10 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($79.7M), Segall Bryant & Hamill, LLC ($24.1M) and Foguth Wealth Management, LLC. ($23.6M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $10.8M |
| Exits | 7 | $6.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,378,223 shares bought and 236,350 shares sold, net +1,141,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| LPL Financial LLC | 0.03% | Add +23.1% | 1,681,458 | $79.7M |
| Segall Bryant & Hamill, LLC | 0.33% | Reduce -4.2% | 507,552 | $24.1M |
| Foguth Wealth Management, LLC. | 6.19% | Add +48.9% | 478,703 | $23.6M |
| Corient Private Wealth LP | 0.04% | Reduce -4.0% | 510,304 | $23.5M |
| Bank of America Corp. | 0.00% | Add +12.0% | 488,284 | $23.1M |
| Signal Advisors Wealth, LLC | 2.24% | Add +33.5% | 417,889 | $19.8M |
| IFG Advisory, LLC | 1.07% | Add +22.4% | 399,477 | $18.9M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +3.5% | 376,187 | $17.8M |
| World Investment Advisors | 0.28% | Add +3.1% | 219,061 | $10.4M |
| Raymond James Financial Inc. | 0.00% | — | 203,234 | $9.6M |
| Integrity Alliance, Llc. | 0.78% | — | 152,460 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +10.7% | 138,874 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +136.3% | 135,948 | $6.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +259.3% | 134,363 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +207.2% | 127,974 | $6.1M |
| Absolute Capital Management, LLC | 2.94% | New | 112,000 | $5.3M |
| Cedar Mountain Advisors, LLC | 0.99% | Reduce -0.5% | 94,635 | $4.5M |
| Compass Financial Services Inc | 2.49% | — | 92,676 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +25.8% | 82,421 | $3.9M |
| Advisors Capital Management, LLC | 0.05% | Reduce -1.1% | 71,226 | $3.4M |
| Independent Advisor Alliance | 0.04% | New | 69,683 | $3.3M |
| MIdWestOne Financial Group, Inc. | 0.45% | Add +15.2% | 67,580 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.0% | 62,304 | $3.0M |
| AmeriServ Wealth Advisors | 1.58% | — | 61,843 | $2.9M |
| Argent Trust Co | 0.11% | No change | 56,738 | $2.7M |
| Taylor Financial Group, Inc. | 1.85% | Add +6.8% | 56,264 | $2.7M |
| Breakwater Capital Group | 0.52% | Add +7.6% | 55,492 | $2.6M |
| Independent Financial Group, LLC | 0.09% | Add +2.1% | 54,779 | $2.6M |
| Morgan Stanley | 0.00% | Add +28.3% | 50,980 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.3% | 46,309 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +18.1% | 40,190 | $2.0M |
| IHT Wealth Management, LLC | 0.06% | Add +10.5% | 39,258 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Add +3.1% | 36,352 | $1.7M |
| Larson Financial Group LLC | 0.08% | Add +19.8% | 32,006 | $1.5M |
| Prepared Retirement Institute LLC | 0.82% | Add +21.5% | 30,403 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +57.4% | 28,838 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.02% | New | 24,954 | $1.2M |
| Sovran Advisors, LLC | 0.17% | — | 24,565 | $1.2M |
| KPP Advisory Services LLC | 0.27% | Add +12.1% | 23,795 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +29.8% | 22,831 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.4% | 22,342 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +9.5% | 21,661 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +288.3% | 20,787 | $985K |
| Tempus Wealth Planning, LLC | 0.28% | Add +1.1% | 19,681 | $933K |
| Princeton Global Asset Management LLC | 0.16% | Reduce -3.3% | 18,364 | $870K |
| Continuum Advisory, LLC | 0.10% | No change | 16,994 | $806K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.9% | 15,953 | $756K |
| Financial Advocates Investment Management | 0.04% | Add +2.3% | 14,859 | $704K |
| Western Wealth Management, LLC | 0.04% | Add +5.2% | 14,854 | $704K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.2% | 14,786 | $701K |
| Integrated Wealth Concepts LLC | 0.01% | Add +107.2% | 13,181 | $625K |
| Kingsview Wealth Management, LLC | 0.01% | Add +30.9% | 12,091 | $573K |
| Janney Montgomery Scott LLC | 0.00% | Add +49.1% | 11,003 | $522K |
| Crux Wealth Advisors | 0.28% | — | 10,678 | $506K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.3% | 10,544 | $500K |
| Tandem Capital Management Corp. | 0.26% | Add +1.0% | 10,305 | $488K |
| Kellett Wealth Advisors, LLC | 0.32% | Reduce -34.5% | 9,767 | $463K |
| Jane Street Group, LLC | 0.00% | Reduce -27.8% | 9,705 | $460K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 8,944 | $424K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.0% | 8,425 | $399K |
| Meridian Financial Advisors, LLC | 0.25% | Add +0.2% | 7,720 | $366K |
| Citadel Advisors | 0.00% | New | 7,310 | $346K |
| Csenge Advisory Group | 0.02% | Add +5.6% | 7,270 | $345K |
| Intrua Financial, LLC | 0.05% | Reduce -19.0% | 6,895 | $327K |
| PFG Private Wealth Management, LLC | 0.19% | No change | 6,871 | $326K |
| CoreCap Advisors, LLC | 0.01% | Add +8.4% | 6,469 | $307K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,373 | $302K |
| Focus Financial Network, Inc. | 0.01% | Reduce -22.2% | 6,342 | $301K |
| Cerity Partners LLC | 0.00% | Add +0.8% | 6,277 | $298K |
| RMR Wealth Builders | 0.03% | Add +0.5% | 6,132 | $291K |
| Advisory Services Network, LLC | 0.01% | New | 5,995 | $284K |
| US Bancorp \de | 0.00% | Add +48.8% | 5,400 | $256K |
| Shepherd Financial Partners LLC | 0.03% | New | 5,097 | $242K |
| Colonial Trust Co / SC | 0.04% | Reduce -33.1% | 5,086 | $241K |
| Aptus Capital Advisors, LLC | 0.00% | Add +16283.3% | 4,915 | $233K |
| Liberty Wealth Management LLC | 0.04% | Add +0.8% | 4,846 | $230K |
| KWB Wealth | 0.03% | Reduce -3.9% | 4,666 | $226K |
| Mariner, LLC | 0.00% | Add +0.5% | 4,713 | $223K |
| Key Financial Inc | 0.05% | No change | 4,693 | $222K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | No change | 4,500 | $213K |
| Global Retirement Partners, LLC | 0.01% | Add +15.4% | 4,390 | $208K |
| MML Investors Services, LLC | 0.00% | Reduce -17.1% | 4,300 | $204K |
| TruWealth Advisors, LLC | 0.01% | No change | 4,235 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Add +1643.9% | 3,575 | $169K |
| Valley National Advisers Inc. | 0.03% | Add +47.5% | 3,386 | $159K |
| Principal Securities, Inc. | 0.00% | No change | 3,052 | $145K |
| Private Trust Co. NA | 0.01% | Add +988.5% | 2,558 | $121K |
| FMR LLC | 0.00% | Reduce -13.4% | 2,252 | $107K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.1% | 1,584 | $75K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +858.1% | 1,121 | $53K |
| Element Wealth, LLC | 0.03% | No change | 1,038 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,000 | $47K |
| Stonebridge Financial Group, LLC | 0.00% | — | 668 | $32K |
| NewEdge Advisors, LLC | 0.00% | Add +31.6% | 624 | $30K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 612 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +863.8% | 559 | $26K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.7% | 555 | $26K |
| Bank of Montreal | 0.00% | Add +322.1% | 515 | $24K |
| GeoWealth Management, LLC | 0.00% | New | 424 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | New | 392 | $19K |
"% of holder's portfolio" is DIVB's weight in each manager's 13F, not the share of iShares Core Dividend ETF the manager owns.