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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions25$29.6M
Exits10$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
MML Investors Services, LLC 0.00% Reduce -1.6% 4,232 $205K
Private Trust Co. NA 0.02% Add +25.3% 3,204 $155K
FMR LLC 0.00% Add +32.5% 2,983 $145K
Principal Securities, Inc. 0.00% No change 3,052 $145K
Wells Fargo & Company 0.00% Add +6052.2% 2,830 $137K
Harbour Investments, Inc. 0.00% Add +0.3% 1,588 $77K
GPS Wealth Strategies Group, LLC 0.01% Add +31.3% 1,472 $71K
Rosenberg Matthew Hamilton 0.01% Add +171.9% 1,066 $52K
Greykasell Wealth Strategies, Inc. 0.03% New 1,000 $49K
PNC Financial Services Group, Inc. 0.00% No change 1,000 $49K
Bogart Wealth, LLC 0.00% New 800 $39K
Sunbelt Securities, Inc. 0.00% Add +24.9% 693 $34K
NewEdge Advisors, LLC 0.00% No change 624 $30K
Wilmington Savings Fund Society, FSB 0.00% New 594 $29K
Sound Income Strategies, LLC 0.00% No change 559 $27K
Ancora Advisors LLC 0.00% New 299 $15K
Capital Analysts, LLC 0.00% New 256 $12K
Federation des caisses Desjardins du Quebec 0.00% No change 220 $11K
Signaturefd, LLC 0.00% New 171 $8K
IMA Advisory Services, Inc. 0.00% New 95 $5K
Bank of Montreal 0.00% Reduce -82.3% 91 $4K
Golden State Wealth Management, LLC 0.00% Add +1.6% 63 $3K
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.