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iShares Core Dividend ETF (DIVB) Institutional Ownership

iShares Core Dividend ETF logo
$49.28 +1.59 (+3.33%)
As of 01/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core Dividend ETF (BATS:DIVB)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$108.37M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$28.56M
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DIVB Institutional Buying and Selling by Quarter

iShares Core Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Harbor Advisors LLC21,661$1.03M0.1%+9.5%0.274%
1/21/2025Cedar Mountain Advisors LLC94,635$4.49M1.0%-0.5%1.198%
1/21/2025Sound Income Strategies LLC559$26K0.0%+863.8%0.007%
1/17/2025 Galvin Gaustad & Stein LLC36,352$1.72M0.2%+3.1%0.460%
1/17/2025 Janney Montgomery Scott LLC11,003$522K0.0%+49.1%0.139%
1/14/2025 Breakwater Capital Group55,492$2.63M0.5%+7.6%0.702%
1/14/2025 Signal Advisors Wealth LLC417,889$19.81M2.2%+33.5%5.290%
1/13/2025 AdvisorNet Financial Inc3,575$169K0.0%+1,643.9%0.045%
12/26/2024JPMorgan Chase & Co.65,501$3.17M0.0%-6.4%0.829%
11/25/2024World Investment Advisors LLC212,387$10.29M0.2%N/A2.688%
11/25/2024Sanctuary Advisors LLC34,030$1.72M0.0%-7.6%0.431%
11/15/2024MidWestOne Financial Group Inc.58,650$2.84M0.4%-9.4%0.742%
11/15/2024Continuum Advisory LLC16,994$843K0.1%+2.2%0.215%
11/15/2024MML Investors Services LLC5,190$251K0.0%N/A0.066%
11/15/2024Jane Street Group LLC13,448$652K0.0%N/A0.170%
11/15/2024IHT Wealth Management LLC35,537$1.72M0.0%N/A0.450%
11/15/2024Integrated Wealth Concepts LLC6,363$308K0.0%+7.2%0.081%
11/14/2024CreativeOne Wealth LLC17,591$852K0.0%N/A0.223%
11/13/2024FMR LLC2,601$126K0.0%+23.9%0.033%
11/12/2024Larson Financial Group LLC26,728$1.30M0.1%+17.4%0.338%
11/12/2024Kingsview Wealth Management LLC9,238$448K0.0%+5.7%0.117%
11/8/2024Segall Bryant & Hamill LLC529,863$25.67M0.4%N/A6.707%
11/6/2024KPP Advisory Services LLC21,230$1.03M0.2%N/A0.269%
11/6/2024Oppenheimer & Co. Inc.13,792$668K0.0%N/A0.175%
11/1/2024 Galvin Gaustad & Stein LLC35,262$1.71M0.2%+24.9%0.446%
11/1/2024Verity Asset Management Inc.74,591$3.61M1.4%N/A0.944%
10/29/2024Princeton Global Asset Management LLC18,997$920K0.2%+68.0%0.240%
10/28/2024Focus Financial Network Inc.8,149$395K0.0%-15.1%0.103%
10/28/2024US Bancorp DE3,630$176K0.0%+267.8%0.046%
10/25/2024Financial Advocates Investment Management14,523$704K0.0%-47.8%0.184%
10/25/2024Tandem Capital Management Corp ADV10,205$494K0.2%+2.3%0.129%
10/25/2024Walter & Keenan Wealth Management LLC IN ADV4,500$218K0.1%N/A0.057%
10/24/2024Valley National Advisers Inc.2,295$110K0.0%+353.6%0.029%
10/23/2024Tandem Capital Management Corp ADV11,250$501K0.3%+12.7%0.142%
10/22/2024Private Advisor Group LLC6,450$313K0.0%N/A0.082%
10/22/2024Tempus Wealth Planning LLC19,474$944K0.3%+2.0%0.247%
10/17/2024 Claro Advisors LLC11,513$558K0.1%+75.3%0.146%
10/17/2024 TruWealth Advisors LLC4,235$205K0.0%N/A0.054%
10/9/2024Foguth Wealth Management LLC.321,447$15.55M5.6%+57.2%4.069%
9/5/2024Sanctuary Advisors LLC36,836$1.58M0.0%N/A0.466%
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8/22/2024Cetera Investment Advisers119,688$5.30M0.0%+77.6%1.515%
8/16/2024MidWestOne Financial Group Inc.64,710$2.86M0.5%+15.3%0.819%
8/8/2024Envestnet Asset Management Inc.72,634$3.21M0.0%-7.5%0.919%
8/2/2024Larson Financial Group LLC22,771$1.01M0.1%N/A0.288%
8/2/2024Founders Financial Securities LLC5,013$222K0.0%N/A0.063%
8/1/2024 Claro Advisors LLC6,566$290K0.0%N/A0.083%
7/31/2024Taylor Financial Group Inc.48,515$2.15M1.6%+9.5%0.614%
7/31/2024Commonwealth Equity Services LLC34,164$1.51M0.0%+20.1%0.432%
7/31/2024IFG Advisory LLC276,505$12.23M0.8%N/A3.500%
7/30/2024Key Financial Inc4,693$208K0.0%N/A0.059%
7/29/2024Financial Advocates Investment Management27,833$1.23M0.1%+308.0%0.352%
7/26/2024 Breakwater Capital Group42,984$1.90M0.4%+7.6%0.544%
7/26/2024Cambridge Investment Research Advisors Inc.38,498$1.70M0.0%+52.3%0.487%
7/25/2024Tempus Wealth Planning LLC19,085$844K0.4%-7.0%0.242%
7/22/2024Atria Wealth Solutions Inc.21,083$933K0.0%+1.8%0.267%
7/20/2024Continuum Advisory LLC16,627$736K0.1%+2.6%0.210%
7/20/2024Raymond James Financial Services Advisors Inc.441,977$19.55M0.0%+5.1%5.595%
7/19/2024Western Wealth Management LLC15,780$698K0.1%+6.6%0.200%
7/16/2024 Wealth Enhancement Advisory Services LLC13,123$581K0.0%+77.5%0.166%
7/16/2024Foguth Wealth Management LLC.204,458$9.05M4.0%+414.3%2.588%
7/11/2024U.S. Capital Wealth Advisors LLC8,944$396K0.0%+8.5%0.113%
7/11/2024Cedar Mountain Advisors LLC95,310$4.22M1.0%+1.9%1.206%
7/10/2024Csenge Advisory Group6,773$300K0.0%N/A0.086%
7/8/2024Tandem Capital Management Corp ADV9,980$439K0.2%-11.3%0.126%
5/24/2024Cetera Advisors LLC61,467$2.74M0.0%N/A0.778%
5/24/2024Cetera Investment Advisers67,398$3.00M0.0%N/A0.853%
5/17/2024Tandem Capital Management Corp ADV11,250$501K0.3%+3.5%0.142%
5/9/2024Kingsview Wealth Management LLC9,694$431K0.0%+4.1%0.123%
5/3/2024Liberty Wealth Management LLC4,744$211K0.0%N/A0.061%
5/1/2024 Janney Montgomery Scott LLC7,630$340K0.0%+3.4%0.098%
4/30/2024Commonwealth Equity Services LLC28,435$1.27M0.0%+98.5%0.365%
4/27/2024Kellett Wealth Advisors LLC23,253$1.04M0.7%+13.6%0.298%
4/23/2024PFG Private Wealth Management LLC9,206$410K0.3%-95.1%0.118%
4/23/2024Raymond James Financial Services Advisors Inc.420,387$18.71M0.0%-44.9%5.390%
4/19/2024Tempus Wealth Planning LLC20,511$913K0.4%N/A0.263%
4/18/2024 Breakwater Capital Group39,935$1.78M0.4%+0.7%0.601%
4/17/2024Foguth Wealth Management LLC.39,758$1.77M0.9%N/A0.598%
4/15/2024 RMR Wealth Builders6,133$273K0.0%-41.1%0.092%
4/10/2024 Signal Advisors Wealth LLC39,758$1.77M0.4%-22.6%0.598%
2/20/2024Taylor Financial Group Inc.42,778$1.76M1.4%N/A0.643%
2/14/2024Personal CFO Solutions LLC6,566$270K0.0%N/A0.099%
2/12/2024Focus Financial Network Inc. ADV9,352$384K0.0%N/A0.141%
2/9/2024Corient Private Wealth LLC657,054$26.97M0.0%-8.1%9.881%
2/8/2024Financial Advocates Investment Management7,129$293K0.0%+6.2%0.107%
2/8/2024Kingsview Wealth Management LLC9,310$382K0.0%-14.0%0.140%
2/7/2024Principal Securities Inc.3,741$154K0.0%N/A0.056%
2/6/2024 RMR Wealth Builders10,420$428K0.1%-53.1%0.157%
2/6/2024Family Asset Management LLC11,224$461K0.3%+606.4%0.169%
2/6/2024U.S. Capital Wealth Advisors LLC8,247$339K0.0%N/A0.124%
2/1/2024Element Wealth LLC1,038$43K0.0%+108.4%0.016%
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1/31/2024Kellett Wealth Advisors LLC20,461$840K0.6%+4.1%0.308%
1/30/2024SVB Wealth LLC6,502$267K0.0%N/A0.098%
1/29/2024Tennessee Valley Asset Management Partners3,426$141K0.0%N/A0.052%
1/24/2024 Breakwater Capital Group39,677$1.64M0.5%+2.4%0.597%
1/22/2024Princeton Global Asset Management LLC17,615$723K0.2%+2.4%0.265%
1/22/2024PFG Private Wealth Management LLC186,833$7.67M5.2%+3,213.8%2.810%
1/18/2024Global Retirement Partners LLC1,129$46K0.0%N/A0.017%
1/16/2024Cedar Mountain Advisors LLC92,081$3.78M1.0%+1.6%1.385%
1/16/2024Raymond James Financial Services Advisors Inc.763,366$31.34M0.1%+9.6%11.479%
1/16/2024CoreCap Advisors LLC5,203$214K0.0%N/A0.078%
(Data available from 1/1/2016 forward)

DIVB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIVB shares?

During the previous two years, 89 institutional investors and hedge funds held shares of iShares Core Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($38.26M), Corient Private Wealth LLC ($26.97M), Segall Bryant & Hamill LLC ($25.67M), Signal Advisors Wealth LLC ($19.81M), Raymond James Financial Services Advisors Inc. ($19.55M), Foguth Wealth Management LLC. ($15.55M), and IFG Advisory LLC ($12.23M).Learn more on DIVB's institutional investors.

Which institutional investors have been buying iShares Core Dividend ETF stock?

Of the 80 institutional investors that purchased iShares Core Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($774.49K), Segall Bryant & Hamill LLC ($529.86K), Foguth Wealth Management LLC. ($321.45K), IFG Advisory LLC ($276.51K), World Investment Advisors LLC ($212.39K), PFG Private Wealth Management LLC ($196.24K), and Advisors Capital Management LLC ($137.29K).

How much institutional buying is happening at iShares Core Dividend ETF?

Institutional investors have bought a total of 3,589,090 shares in the last 24 months. This purchase volume represents approximately $154.72M in transactions.

Which iShares Core Dividend ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold iShares Core Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Corient Private Wealth LLC ($353.12K), Raymond James Financial Services Advisors Inc. ($342.98K), PFG Private Wealth Management LLC ($187.29K), LPL Financial LLC ($47.14K), Breakwater Capital Group ($45.02K), First Republic Investment Management Inc. ($31.75K), and Financial Advocates Investment Management ($19.21K).

How much institutional selling is happening at iShares Core Dividend ETF?

Institutional investors have sold a total of 1,116,274 shares in the last 24 months. This volume of shares sold represents approximately $46.16M in transactions.


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This page (BATS:DIVB) was last updated on 1/22/2025 by MarketBeat.com Staff
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