iShares Core Dividend ETFDIVBETF

13F holders, Q2 2025 (June 30)
138holders +15
27new positions
11sold out
1famous investor
$50.32avg. 13F price*

At the end of Q2 2025, 138 institutions reported holding iShares Core Dividend ETF (DIVB) in their 13F filings, up 15 from Q1 2025. 27 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($113.5M), Paradiem, LLC ($78.5M) and Bank of America Corp. ($35.7M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions27$121.5M
Exits11$6.4M

All 13F filers, Q1 2025 → Q2 2025: 3,774,711 shares bought and 761,769 shares sold, net +3,012,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 138 holders

LPL Financial LLC 0.04% Add +14.3% 2,254,861 $113.5M
Paradiem, LLC 19.82% New 1,560,380 $78.5M
Bank of America Corp. 0.00% Add +16.6% 708,560 $35.7M
Steward Partners Investment Advisory, LLC 0.25% Add +53.5% 630,300 $31.7M
Foguth Wealth Management, LLC. 5.54% Reduce -20.2% 514,163 $25.9M
IAG Wealth Partners, LLC 3.42% New 512,957 $25.8M
Signal Advisors Wealth, LLC 1.98% Reduce -16.3% 504,213 $25.4M
Corient Private Wealth LP 0.03% Add +0.4% 453,781 $22.8M
Segall Bryant & Hamill, LLC 0.31% Reduce -2.5% 437,301 $22.0M
Cetera Investment Advisers 0.04% Add +196.2% 429,967 $21.6M
IFG Advisory, LLC 0.82% Reduce -0.9% 324,168 $16.3M
Masso Torrence Wealth Management Inc. 5.52% Add +5.4% 237,358 $11.9M
Commonwealth Equity Services, LLC 0.01% Add +6.6% 187,364 $9.4M
Aspire Capital Advisors LLC 2.54% Add +3.5% 183,013 $9.2M
Kestra Advisory Services, LLC 0.04% Add +216.3% 179,341 $9.0M
Integrity Alliance, Llc. 0.46% Reduce -42.1% 165,633 $8.3M
San Luis Wealth Advisors LLC 1.71% New 158,542 $8.0M
JPMorgan Chase & Co. 0.00% Add +54.3% 130,774 $6.6M
Absolute Capital Management, LLC 3.06% No change 121,000 $6.1M
Compass Financial Services Inc 2.86% Add +12.0% 117,357 $5.9M
Royal Bank of Canada 0.00% Reduce -43.7% 115,060 $5.8M
Cedar Mountain Advisors, LLC 1.03% Add +3.1% 98,487 $5.0M
Breakwater Capital Group 0.68% Add +30.2% 82,823 $4.2M
Money Concepts Capital Corp. 0.27% Add +160.4% 80,815 $4.1M
MIdWestOne Financial Group, Inc. 0.49% Add +0.2% 75,450 $3.8M
Advisors Capital Management, LLC 0.05% Add +1.4% 73,790 $3.7M
Taylor Financial Group, Inc. 2.19% Add +12.3% 69,785 $3.5M
Financial Advocates Investment Management 0.28% Reduce -12.1% 68,694 $3.5M
Morgan Stanley 0.00% Reduce -0.6% 58,952 $3.0M
Argent Trust Co 0.11% Add +0.6% 56,981 $2.9M
Independent Financial Group, LLC 0.08% Reduce -1.3% 54,847 $2.8M
Northwestern Mutual Wealth Management Co. 0.00% Add +129.9% 54,289 $2.7M
Sanctuary Advisors, LLC 0.02% Add +34.8% 53,706 $2.7M
Envestnet Asset Management Inc. 0.00% Add +5.8% 51,190 $2.6M
Mariner, LLC 0.00% Add +22.9% 50,555 $2.5M
Galvin, Gaustad & Stein, LLC 0.19% Reduce -1.0% 42,361 $2.1M
Raymond James Financial Inc. 0.00% Reduce -16.1% 41,181 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -45.1% 38,529 $1.9M
Larson Financial Group LLC 0.08% Add +8.5% 38,352 $1.9M
Prepared Retirement Institute LLC 1.13% Add +9.1% 38,051 $1.9M
Great Valley Advisor Group, Inc. 0.04% Add +454.6% 36,878 $1.9M
Osaic Holdings, Inc. 0.00% Add +9.0% 34,357 $1.7M
Peoples Bank 1.01% New 32,602 $1.6M
IHT Wealth Management, LLC 0.04% Reduce -26.9% 31,565 $1.6M
Janney Montgomery Scott LLC 0.00% Add +53.3% 29,266 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -75.5% 28,768 $1.4M
World Investment Advisors 0.03% Reduce -11.7% 28,310 $1.4M
Kellett Wealth Advisors, LLC 0.91% Add +116.8% 27,677 $1.4M
Sovran Advisors, LLC 0.15% Add +9.9% 27,273 $1.4M
Western Wealth Management, LLC 0.08% Add +42.0% 26,904 $1.4M
KPP Advisory Services LLC 0.22% Reduce -4.6% 26,457 $1.3M
Flagship Harbor Advisors, LLC 0.06% Reduce -2.7% 23,861 $1.2M
Citadel Advisors 0.00% Add +335.1% 22,092 $1.1M
MidAtlantic Capital Management, Inc. 0.76% New 21,318 $1.1M
Princeton Global Asset Management LLC 0.19% No change 21,209 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -9.3% 20,837 $1.0M
Kingsview Wealth Management, LLC 0.02% Add +13.0% 19,783 $996K
Tempus Wealth Planning, LLC 0.23% Reduce -7.5% 18,203 $916K
ADG Wealth Management Group, LLC 0.78% Add +0.1% 18,192 $915K
IRON Financial LLC 0.47% New 17,547 $883K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.0% 17,100 $880K
Continuum Advisory, LLC 0.10% Add +1.1% 17,188 $865K
NorthRock Partners, LLC 0.02% New 17,107 $861K
Stratos Wealth Partners, LTD. 0.01% Add +124.4% 15,791 $795K
Integrated Wealth Concepts LLC 0.01% Add +7.4% 14,707 $740K
Capital Asset Advisory Services LLC 0.03% New 13,988 $713K
Axxcess Wealth Management, LLC 0.02% New 13,988 $704K
Integrity Investment Advisors, LLC 0.53% Add +0.6% 13,802 $695K
Gladstone Institutional Advisory LLC 0.03% Add +99.5% 13,332 $671K
Foundations Investment Advisors, LLC 0.01% New 12,501 $629K
Dana Investment Advisors, Inc. 0.02% Add +40.7% 12,400 $624K
U.S. Capital Wealth Advisors, LLC 0.02% No change 11,807 $594K
Tandem Capital Management Corp. 0.28% No change 10,825 $545K
Liberty Square Wealth Partners LLC 0.18% Add +4.2% 10,415 $524K
J.W. Cole Advisors, Inc. 0.01% New 9,319 $469K
Advisory Services Network, LLC 0.01% Add +60.9% 8,632 $433K
Tower Research Capital LLC (TRC) 0.01% Reduce -60.3% 8,441 $425K
Avantax Advisory Services, Inc. 0.00% Add +25.3% 8,117 $408K
Meridian Financial Advisors, LLC 0.26% Reduce -2.4% 7,840 $395K
Citizens Financial Group Inc. 0.01% New 7,465 $376K
Private Advisor Group, LLC 0.00% Reduce -0.5% 7,370 $371K
AdvisorNet Financial, Inc 0.02% Reduce -5.0% 7,290 $367K
PFG Private Wealth Management, LLC 0.18% No change 6,871 $346K
Orion Porfolio Solutions, LLC 0.00% Add +6.4% 6,685 $336K
Equitable Holdings, Inc. 0.00% Add +20.7% 6,501 $327K
Cerity Partners LLC 0.00% Reduce -5.5% 6,355 $320K
Capital Advisors, Ltd. LLC 0.04% Add +0.1% 6,181 $311K
RFG - Bristol Wealth Advisors, LLC 0.10% New 6,146 $309K
Valley National Advisers Inc. 0.05% Add +15.8% 5,955 $299K
CoreCap Advisors, LLC 0.01% Reduce -7.5% 5,876 $296K
RMR Wealth Builders 0.03% Reduce -3.0% 5,567 $280K
Brooks, Moore & Associates, Inc. 0.15% New 5,470 $274K
US Bancorp \de 0.00% No change 5,400 $272K
Florida Financial Advisors, LLC 0.06% Add +3.2% 5,226 $263K
AmeriServ Wealth Advisors 0.13% Reduce -0.1% 5,191 $261K
Csenge Advisory Group 0.01% Reduce -16.5% 5,302 $257K
Shepherd Financial Partners LLC 0.03% No change 5,097 $256K
Aptus Capital Advisors, LLC 0.00% Add +1.4% 4,976 $250K
TruWealth Advisors, LLC 0.01% Reduce -1.9% 4,951 $249K
Focus Financial Network, Inc. 0.01% Reduce -22.0% 4,911 $247K
Liberty Wealth Management LLC 0.04% Add +0.6% 4,906 $247K
KWB Wealth 0.03% Add +0.3% 4,924 $239K
Founders Financial Securities LLC 0.02% New 4,727 $238K
Key Financial Inc 0.05% No change 4,693 $236K
Walter & Keenan Wealth Management LLC /in/ 0.07% No change 4,500 $226K
Global Retirement Partners, LLC 0.01% — 4,248 $214K
M3 Advisory Group, LLC 0.14% New 4,095 $206K
Pacific Sun Financial Corp 0.11% New 4,010 $202K
Private Trust Co. NA 0.02% Add +21.1% 3,881 $195K
Farther Finance Advisors, LLC 0.00% New 3,415 $172K
Spire Wealth Management 0.01% New 2,990 $150K
Wells Fargo & Company 0.00% No change 2,830 $142K
Principal Securities, Inc. 0.00% Reduce -8.9% 2,780 $140K
FMR LLC 0.00% Reduce -10.5% 2,670 $134K
Harbor Asset Planning, Inc. 0.10% — 1,980 $100K
Harbour Investments, Inc. 0.00% Add +0.3% 1,592 $80K
GPS Wealth Strategies Group, LLC 0.01% Reduce -0.1% 1,471 $74K
Colonial Trust Co / SC 0.01% New 1,347 $68K
Elevation Point Wealth Partners, LLC 0.00% New 1,248 $63K
Bogart Wealth, LLC 0.00% Add +37.5% 1,100 $55K
Rosenberg Matthew Hamilton 0.01% No change 1,066 $54K
Ameritas Advisory Services, LLC 0.00% New 1,028 $52K
PNC Financial Services Group, Inc. 0.00% No change 1,000 $50K
Twin Peaks Wealth Advisors, LLC 0.01% New 824 $42K
NewEdge Advisors, LLC 0.00% Add +28.9% 804 $40K
Wilmington Savings Fund Society, FSB 0.00% No change 594 $30K
Sunbelt Securities, Inc. 0.00% Reduce -19.9% 555 $26K
Advantage Trust Co 0.01% New 375 $19K
Signaturefd, LLC 0.00% Add +47.4% 252 $13K
UBS Group AG 0.00% New 249 $13K
Sound Income Strategies, LLC 0.00% Reduce -57.1% 240 $12K
Federation des caisses Desjardins du Quebec 0.00% No change 220 $11K
IMA Advisory Services, Inc. 0.00% No change 95 $5K
Golden State Wealth Management, LLC 0.00% Add +42.9% 90 $5K
Bank of Montreal 0.00% Reduce -8.8% 83 $4K
Hantz Financial Services, Inc. 0.00% New 34 $2K
Brooklyn Investment Group 0.00% New 34 $2K
REAP Financial Group, LLC 0.00% No change 10 $503

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