iShares Core Dividend ETFDIVBETF
13F holders, Q1 2025 (March 31)123holders +16
25new positions
10sold out
1famous investor
$48.54avg. 13F price*
At the end of Q1 2025, 123 institutions reported holding iShares Core Dividend ETF (DIVB) in their 13F filings, up 16 from Q4 2024. 25 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($95.8M), Foguth Wealth Management, LLC. ($31.2M) and Bank of America Corp. ($29.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $29.6M |
| Exits | 10 | $4.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,019,013 shares bought and 784,453 shares sold, net +1,234,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| LPL Financial LLC | 0.04% | Add +17.4% | 1,973,635 | $95.8M |
| Foguth Wealth Management, LLC. | 7.58% | Add +34.5% | 644,020 | $31.2M |
| Bank of America Corp. | 0.00% | Add +24.5% | 607,939 | $29.5M |
| Signal Advisors Wealth, LLC | 2.86% | Add +44.1% | 602,314 | $29.2M |
| Corient Private Wealth LP | 0.04% | Reduce -11.4% | 451,867 | $21.9M |
| Segall Bryant & Hamill, LLC | 0.33% | Reduce -11.6% | 448,599 | $21.8M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +9.1% | 410,519 | $19.9M |
| IFG Advisory, LLC | 0.88% | Reduce -18.1% | 327,026 | $15.9M |
| Integrity Alliance, Llc. | 0.55% | Add +87.6% | 285,959 | $13.9M |
| Masso Torrence Wealth Management Inc. | 5.84% | New | 225,273 | $10.9M |
| Royal Bank of Canada | 0.00% | Add +59.6% | 204,272 | $9.9M |
| Aspire Capital Advisors LLC | 2.56% | New | 176,820 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +29.3% | 175,826 | $8.5M |
| Cetera Investment Advisers | 0.01% | Add +4.5% | 145,174 | $7.0M |
| Absolute Capital Management, LLC | 3.39% | Add +8.0% | 121,000 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +465.3% | 117,499 | $5.7M |
| Compass Financial Services Inc | 2.67% | Add +13.0% | 104,750 | $5.1M |
| Cedar Mountain Advisors, LLC | 1.04% | Add +1.0% | 95,564 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 84,774 | $4.1M |
| Financial Advocates Investment Management | 0.27% | Add +426.1% | 78,171 | $3.8M |
| MIdWestOne Financial Group, Inc. | 0.52% | Add +11.4% | 75,276 | $3.7M |
| Advisors Capital Management, LLC | 0.05% | Add +2.1% | 72,751 | $3.5M |
| Henderson Brothers Financial Partners, LLC | 1.76% | — | 65,980 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.7% | 70,207 | $3.4M |
| Breakwater Capital Group | 0.55% | Add +14.6% | 63,606 | $3.1M |
| Taylor Financial Group, Inc. | 2.10% | Add +10.4% | 62,113 | $3.0M |
| Morgan Stanley | 0.00% | Add +16.4% | 59,326 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -57.8% | 56,702 | $2.8M |
| Argent Trust Co | 0.11% | Reduce -0.1% | 56,651 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Add +1.4% | 55,567 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -75.8% | 49,089 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 48,398 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 43,446 | $2.1M |
| IHT Wealth Management, LLC | 0.07% | Add +10.0% | 43,180 | $2.1M |
| Galvin, Gaustad & Stein, LLC | 0.19% | Add +17.7% | 42,787 | $2.1M |
| Mariner, LLC | 0.00% | Add +772.6% | 41,128 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.9% | 39,831 | $1.9M |
| Larson Financial Group LLC | 0.08% | Add +10.4% | 35,345 | $1.7M |
| Prepared Retirement Institute LLC | 1.08% | Add +14.7% | 34,871 | $1.7M |
| SFG Wealth Management, LLC. | 0.77% | New | 32,630 | $1.6M |
| World Investment Advisors | 0.04% | Reduce -85.4% | 32,054 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 31,517 | $1.5M |
| Money Concepts Capital Corp. | 0.11% | New | 31,040 | $1.5M |
| KPP Advisory Services LLC | 0.26% | Add +16.6% | 27,733 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +13.2% | 24,528 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +35672.7% | 23,610 | $1.1M |
| Sovran Advisors, LLC | 0.14% | Add +1.0% | 24,815 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +0.6% | 22,961 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -14.8% | 21,274 | $1.0M |
| Princeton Global Asset Management LLC | 0.20% | Add +15.5% | 21,209 | $1.0M |
| Tempus Wealth Planning, LLC | 0.29% | Add +0.0% | 19,682 | $955K |
| Janney Montgomery Scott LLC | 0.00% | Add +73.5% | 19,089 | $926K |
| Western Wealth Management, LLC | 0.06% | Add +27.6% | 18,948 | $919K |
| ADG Wealth Management Group, LLC | 0.83% | New | 18,180 | $882K |
| Kingsview Wealth Management, LLC | 0.02% | Add +44.8% | 17,509 | $850K |
| Continuum Advisory, LLC | 0.11% | No change | 16,994 | $825K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 16,925 | $821K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.9% | 15,513 | $753K |
| Integrity Investment Advisors, LLC | 0.61% | — | 13,721 | $666K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.9% | 13,695 | $664K |
| Kellett Wealth Advisors, LLC | 0.43% | Add +30.7% | 12,767 | $619K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -45.1% | 12,274 | $596K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +32.0% | 11,807 | $573K |
| Crux Wealth Advisors | 0.28% | Add +2.5% | 10,949 | $531K |
| Tandem Capital Management Corp. | 0.29% | Add +5.0% | 10,825 | $525K |
| Liberty Square Wealth Partners LLC | 0.19% | New | 10,000 | $485K |
| Dana Investment Advisors, Inc. | 0.02% | New | 8,812 | $428K |
| Meridian Financial Advisors, LLC | 0.27% | Add +4.0% | 8,030 | $390K |
| AdvisorNet Financial, Inc | 0.03% | Add +114.7% | 7,674 | $372K |
| Private Advisor Group, LLC | 0.00% | New | 7,410 | $360K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.5% | 7,037 | $341K |
| PFG Private Wealth Management, LLC | 0.18% | No change | 6,871 | $333K |
| Cerity Partners LLC | 0.00% | Add +7.1% | 6,723 | $326K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 6,681 | $324K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 6,649 | $322K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -38.5% | 6,480 | $314K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,432 | $312K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.8% | 6,351 | $308K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.7% | 6,299 | $306K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,281 | $305K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 6,281 | $305K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -3.1% | 6,177 | $300K |
| Csenge Advisory Group | 0.02% | Reduce -12.7% | 6,347 | $285K |
| RMR Wealth Builders | 0.03% | Reduce -6.4% | 5,738 | $278K |
| Collier Financial | 0.23% | New | 5,692 | $276K |
| US Bancorp \de | 0.00% | No change | 5,400 | $262K |
| Equitable Holdings, Inc. | 0.00% | New | 5,388 | $261K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.5% | 5,366 | $260K |
| AmeriServ Wealth Advisors | 0.15% | Reduce -91.6% | 5,194 | $252K |
| Valley National Advisers Inc. | 0.04% | Add +51.9% | 5,143 | $248K |
| Shepherd Financial Partners LLC | 0.03% | No change | 5,097 | $247K |
| Citadel Advisors | 0.00% | Reduce -30.5% | 5,078 | $246K |
| Florida Financial Advisors, LLC | 0.10% | New | 5,065 | $246K |
| TruWealth Advisors, LLC | 0.01% | Add +19.2% | 5,049 | $245K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.1% | 4,909 | $238K |
| Liberty Wealth Management LLC | 0.05% | Add +0.6% | 4,877 | $237K |
| Beacon Financial Group | 0.03% | New | 4,821 | $234K |
| KWB Wealth | 0.03% | Add +5.2% | 4,908 | $233K |
| Key Financial Inc | 0.05% | No change | 4,693 | $228K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | No change | 4,500 | $218K |
"% of holder's portfolio" is DIVB's weight in each manager's 13F, not the share of iShares Core Dividend ETF the manager owns.