iShares Core Dividend ETFDIVBETF

13F holders, Q2 2026 (June 30)
169holders +14
27new positions
9sold out
2famous investors
$61.65avg. 13F price*

At the end of Q2 2026, 169 institutions reported holding iShares Core Dividend ETF (DIVB) in their 13F filings, up 14 from Q1 2026. 27 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($255.4M), Bank of America Corp. ($87.3M) and Steward Partners Investment Advisory, LLC ($49.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions27$39.8M
Exits9$2.2M

All 13F filers, Q1 2026 → Q2 2026: 2,229,507 shares bought and 744,108 shares sold, net +1,485,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 169 holders

LPL Financial LLC 0.06% Add +18.6% 4,145,676 $255.4M
Bank of America Corp. 0.01% Add +5.3% 1,416,943 $87.3M
Steward Partners Investment Advisory, LLC 0.25% Add +4.5% 803,310 $49.5M
IAG Wealth Partners, LLC 3.10% Reduce -2.5% 508,870 $31.3M
Segall Bryant & Hamill, LLC 0.27% Reduce -1.3% 365,095 $22.5M
Corient Private Wealth LP 0.03% Add +1783.1% 365,095 $22.5M
Foguth Wealth Management, LLC. 2.55% Add +11.6% 352,106 $22.4M
Aptus Capital Advisors, LLC 0.14% Add +4.3% 320,755 $19.8M
Sunburst Financial Group, LLC 3.27% Add +4.9% 317,289 $19.5M
San Luis Wealth Advisors LLC 2.87% Add +0.6% 309,592 $19.1M
Commonwealth Equity Services, LLC 0.02% Add +4.1% 258,898 $15.9M
Aspire Capital Advisors LLC 3.07% Add +4.4% 256,195 $15.8M
IFG Advisory, LLC 0.55% New 254,762 $15.7M
Welch Financial Planning, LLC 8.42% Add +1.3% 234,487 $14.4M
Cetera Investment Advisers 0.01% Reduce -58.3% 231,857 $14.3M
Advisors Capital Management, LLC 0.12% Reduce -2.1% 186,523 $11.5M
Absolute Capital Management, LLC 2.83% Reduce -0.2% 184,304 $11.4M
Cresset Asset Management, LLC 0.04% Add +2.7% 180,353 $11.1M
Morgan Stanley 0.00% Add +13.0% 155,471 $9.6M
Kestra Advisory Services, LLC 0.03% Reduce -48.5% 146,129 $9.0M
Farther Finance Advisors, LLC 0.07% Reduce -20.2% 136,359 $8.4M
JPMorgan Chase & Co. 0.00% Add +0.1% 123,985 $7.7M
Royal Bank of Canada 0.00% Add +30.8% 123,465 $7.6M
Compass Financial Services Inc 2.79% Add +5.4% 121,351 $7.5M
Integrity Alliance, Llc. 0.23% Add +0.3% 117,737 $7.3M
Raymond James Financial Inc. 0.00% Add +69.7% 110,438 $6.8M
Envestnet Asset Management Inc. 0.00% Add +57.8% 106,231 $6.5M
Cedar Mountain Advisors, LLC 1.11% Add +0.4% 104,443 $6.4M
Breakwater Capital Group 0.74% Reduce -1.8% 100,714 $6.2M
Two Sigma Investments, LP 0.00% New 99,900 $6.2M
Money Concepts Capital Corp. 0.27% Reduce -0.8% 94,537 $5.8M
Blake Schutter Theil Wealth Advisors, LLC 3.85% Add +13.7% 92,469 $5.7M
Great Valley Advisor Group, Inc. 0.08% Add +18.9% 84,559 $5.2M
Taylor Financial Group, Inc. 2.73% Add +4.5% 80,488 $5.0M
Janney Montgomery Scott LLC 0.01% New 75,363 $4.6M
Flagship Harbor Advisors, LLC 0.17% Add +10.7% 73,293 $4.5M
Prepared Retirement Institute LLC 1.80% Add +13.1% 68,554 $4.2M
Henderson Brothers Financial Partners, LLC 1.96% Reduce -50.0% 67,200 $4.1M
Independent Financial Group, LLC 0.07% Reduce -3.9% 62,087 $3.8M
IHT Wealth Management, LLC 0.08% Add +26.9% 60,330 $3.7M
Private Advisor Group, LLC 0.02% Add +781.3% 55,496 $3.4M
Argent Trust Co 0.10% Reduce -0.1% 55,382 $3.4M
PKS Advisory Services, LLC 0.51% Add +32.4% 52,371 $3.2M
Larson Financial Group LLC 0.08% Add +7.8% 51,004 $3.1M
Sanctuary Advisors, LLC 0.01% Reduce -0.0% 49,855 $3.1M
Osaic Holdings, Inc. 0.00% Reduce -27.8% 47,700 $2.9M
Peoples Bank 1.34% Add +33.8% 42,360 $2.6M
Galvin, Gaustad & Stein, LLC 0.19% Add +3.8% 41,063 $2.5M
Western Wealth Management, LLC 0.08% Add +30.0% 40,284 $2.5M
Principal Securities, Inc. 0.03% New 38,545 $2.4M
MML Investors Services, LLC 0.00% Add +34.8% 36,088 $2.2M
Nicolet Bankshares Inc. 0.07% Reduce -4.4% 35,919 $2.2M
Kingsview Wealth Management, LLC 0.02% Reduce -1.6% 32,691 $2.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.0% 32,359 $2.0M
Kellett Wealth Advisors, LLC 0.90% Add +5.4% 31,451 $1.9M
IRON Financial LLC 0.77% Reduce -5.5% 30,477 $1.9M
Bessemer Group Inc. 0.00% No change 29,945 $1.8M
Susquehanna International Group, LLP 0.00% Add +84.1% 28,896 $1.8M
World Investment Advisors 0.02% No change 27,355 $1.5M
NorthRock Partners, LLC 0.02% Add +27.4% 23,667 $1.5M
Wells Fargo & Company 0.00% Add +146.7% 22,962 $1.4M
Sovran Advisors, LLC 0.10% Reduce -0.8% 21,131 $1.4M
Elevation Point Wealth Partners, LLC 0.03% New 22,671 $1.4M
Princeton Global Asset Management LLC 0.20% Add +11.3% 22,544 $1.4M
Foundations Investment Advisors, LLC 0.01% Add +48.8% 21,371 $1.3M
Arax Advisory Partners 0.01% New 21,008 $1.3M
ADG Wealth Management Group, LLC 0.82% Add +2.2% 20,846 $1.3M
Vestmark Advisory Solutions, Inc. 0.01% New 20,820 $1.3M
CreativeOne Wealth, LLC 0.03% Add +6.0% 20,018 $1.2M
Gladstone Institutional Advisory LLC 0.04% Add +9.9% 19,921 $1.2M
MidAtlantic Capital Management, Inc. 0.75% Add +14.0% 19,498 $1.2M
XTX Topco Ltd 0.02% New 19,156 $1.2M
Mariner, LLC 0.00% Reduce -72.6% 17,529 $1.1M
Continuum Advisory, LLC 0.09% Add +0.2% 17,215 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -0.7% 15,646 $964K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -64.9% 15,523 $956K
Citadel Advisors 0.00% New 14,816 $913K
Quotient Wealth Partners, LLC 0.02% Reduce -2.9% 14,500 $893K
Liberty Square Wealth Partners LLC 0.20% No change 13,527 $833K
Integrity Advisory Solutions, LLC 0.08% Add +13.6% 13,399 $825K
Dana Investment Advisors, Inc. 0.02% Add +4.3% 12,844 $791K
Integrated Wealth Concepts LLC 0.01% Reduce -4.1% 12,510 $771K
Clark Capital Management Group, Inc. 0.00% No change 11,979 $738K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.7% 11,509 $732K
Wiregrass Investment Management LLC 0.48% Add +123.9% 11,362 $700K
Tandem Capital Management Corp. 0.28% Add +1.9% 10,955 $675K
Mercer Global Advisors Inc. 0.00% New 10,751 $662K
Stifel Financial Corp. 0.00% Add +153.7% 10,191 $628K
AQR Capital Management 0.00% New 9,910 $610K
Nuveen, LLC 0.00% New 9,650 $594K
Advisory Services Network, LLC 0.01% Add +1.2% 9,632 $593K
Citizens Financial Group Inc. 0.01% No change 9,581 $590K
Tempus Wealth Planning, LLC 0.11% Reduce -9.2% 9,339 $575K
Capital Asset Advisory Services LLC 0.02% No change 9,304 $573K
Axxcess Wealth Management, LLC 0.01% New 9,304 $573K
KPP Advisory Services LLC 0.07% Reduce -9.3% 8,853 $545K
Meridian Financial Advisors, LLC 0.26% Add +17.1% 8,631 $532K
Equitable Holdings, Inc. 0.00% Add +23.8% 8,244 $508K
Collier Financial 0.34% Reduce -13.4% 8,149 $502K
Harbour Investments, Inc. 0.01% Add +41.3% 8,114 $500K
Total Clarity Wealth Management, Inc. 0.10% Add +60.4% 7,994 $492K
Guyasuta Investment Advisors Inc. 0.02% Add +25.4% 7,700 $474K
Verus Capital Partners, LLC 0.03% New 7,534 $464K
Dynamic Advisor Solutions LLC 0.01% Add +6.2% 7,380 $455K
Gouws Capital LLC 0.21% Add +39.4% 7,250 $447K
Capital Advisors, Ltd. LLC 0.04% Add +2.7% 6,745 $415K
RFG - Bristol Wealth Advisors, LLC 0.10% Add +0.4% 6,668 $411K
Qube Research & Technologies Ltd 0.00% Add +10726.2% 6,604 $407K
Valley National Advisers Inc. 0.04% Add +2.4% 6,534 $402K
Citizens National Bank Trust Department 0.06% Add +17.4% 6,474 $399K
Lantern Wealth Advisors, LLC 0.18% Add +28.2% 6,453 $397K
CoreCap Advisors, LLC 0.01% Add +1.7% 6,366 $392K
Global Retirement Partners, LLC 0.01% — 6,322 $389K
Private Trust Co. NA 0.03% Add +55.7% 6,298 $388K
Creative Planning 0.00% Add +23.6% 5,965 $367K
Bank of New Hampshire 0.07% Add +91.2% 5,586 $344K
Waverly Advisors, LLC 0.00% New 5,479 $338K
RMR Wealth Builders 0.02% Reduce -0.1% 5,469 $337K
Merit Financial Group, LLC 0.00% Reduce -25.9% 5,447 $336K
AdvisorNet Financial, Inc 0.02% Reduce -15.4% 5,375 $331K
Florida Financial Advisors, LLC 0.06% Reduce -25.9% 5,316 $327K
Csenge Advisory Group 0.01% Add +0.6% 5,105 $314K
Shepherd Financial Partners LLC 0.03% No change 5,097 $314K
M3 Advisory Group, LLC 0.15% Add +1.5% 4,715 $290K
Key Financial Inc 0.05% No change 4,693 $289K
Creative Financial Designs Inc. 0.01% New 4,664 $287K
Cadia Private Client LLC 0.20% Add +0.3% 4,527 $279K
Brooks, Moore & Associates, Inc. 0.12% Add +0.1% 4,465 $275K
Parallel Advisors, LLC 0.00% Add +1.5% 4,429 $273K
Walter & Keenan Wealth Management LLC /in/ 0.07% No change 4,400 $271K
FMR LLC 0.00% Reduce -2.3% 4,399 $271K
Liberty Wealth Management LLC 0.03% No change 5,017 $271K
United Advisor Group, LLC 0.03% Add +7.0% 4,063 $250K
CFS Investment Advisory Services, LLC 0.02% Reduce -1.4% 3,849 $244K
Tennessee Valley Asset Management Partners 0.03% No change 3,767 $232K
Betterment LLC 0.00% New 3,701 $228K
Cyndeo Wealth Partners, LLC 0.01% New 3,577 $220K
NewEdge Advisors, LLC 0.00% Reduce -12.3% 3,545 $218K
Focus Financial Network, Inc. 0.01% New 3,495 $215K
Diversify Advisory Services, LLC 0.00% New 3,269 $213K
Diversify Wealth Management, LLC 0.00% New 3,269 $213K
Trilogy Capital Inc. 0.01% New 3,409 $210K
AmeriServ Wealth Advisors 0.14% Reduce -34.1% 3,401 $210K
Capital Analysts, LLC 0.00% Add +821.1% 2,966 $183K
Spire Wealth Management 0.01% No change 2,762 $170K
US Bancorp \de 0.00% Reduce -31.1% 2,226 $137K
AE Wealth Management LLC 0.00% Reduce -0.3% 2,106 $130K
Harbor Asset Planning, Inc. 0.09% Add +0.5% 2,031 $125K
PNC Financial Services Group, Inc. 0.00% Add +24.5% 1,245 $77K
Bogart Wealth, LLC 0.00% Reduce -0.1% 1,100 $68K
Tower Research Capital LLC (TRC) 0.00% New 943 $58K
Miller Capital Partners, Inc. 0.02% No change 750 $46K
Wilmington Savings Fund Society, FSB 0.00% No change 594 $37K
EFG International AG 0.00% No change 508 $31K
Signaturefd, LLC 0.00% Add +36.0% 378 $23K
Advantage Trust Co 0.01% No change 375 $23K
IFP Advisors, Inc 0.00% Add +0.7% 303 $19K
BlackRock, Inc. 0.00% No change 274 $17K
Federation des caisses Desjardins du Quebec 0.00% No change 220 $14K
Beacon Investment Advisory Services, Inc. 0.00% No change 165 $10K
Vanguard Advisers Inc. 0.00% Reduce -0.6% 157 $10K
LifeSteps Financial, Inc. 0.00% New 153 $9K
Dunhill Financial, LLC 0.00% No change 150 $9K
Rossby Financial, LCC 0.00% New 102 $6K
Tidemark, LLC 0.00% Add +68.2% 74 $5K
Bank of Montreal 0.00% No change 74 $5K
Jones Financial Companies LLLP 0.00% New 22 $1K
REAP Financial Group, LLC 0.00% No change 10 $616
Citigroup Inc. 0.00% New 2 $123

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