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iShares Core Dividend ETF (DIVB) Institutional Ownership

iShares Core Dividend ETF logo
$44.96 -2.73 (-5.71%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$44.98 +0.01 (+0.02%)
As of 04/17/2025 04:09 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)
78
Total
Institutional Inflows
(last 12 months)
$168.33M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$29.68M
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DIVB Institutional Buying and Selling by Quarter

iShares Core Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC19,089$926K0.0%+73.5%0.132%
4/16/2025 Wealth Enhancement Advisory Services LLC16,925$821K0.0%+6.1%0.117%
4/16/2025 RMR Wealth Builders5,738$278K0.0%-6.4%0.040%
4/15/2025 GPS Wealth Strategies Group LLC1,472$71K0.0%+31.3%0.010%
4/15/2025 Collier Financial5,692$276K0.2%N/A0.039%
4/14/2025 Cedar Mountain Advisors LLC95,564$4.64M1.0%+1.0%0.659%
4/11/2025 Princeton Global Asset Management LLC21,209$1.03M0.2%+15.5%0.146%
4/11/2025 Signal Advisors Wealth LLC602,314$29.22M2.9%+44.1%4.154%
4/10/2025 Breakwater Capital Group63,606$3.09M0.5%+14.6%0.439%
4/10/2025 KWB Wealth4,908$233K0.0%+5.2%0.034%
4/10/2025 Beacon Financial Group4,821$234K0.0%N/A0.033%
4/10/2025 TruWealth Advisors LLC5,049$245K0.0%+19.2%0.035%
4/7/2025 AdvisorNet Financial Inc7,674$372K0.0%+114.7%0.053%
3/17/2025 Wealth Enhancement Advisory Services LLC15,953$756K0.0%+20.9%0.202%
2/18/2025MidWestOne Financial Group Inc.67,580$3.20M0.4%+15.2%0.855%
2/17/2025Colonial Trust Co SC5,086$241K0.0%-33.1%0.064%
2/17/2025CoreCap Advisors LLC6,469$307K0.0%+8.4%0.082%
2/17/2025Cetera Investment Advisers138,874$6.58M0.0%+10.7%1.758%
2/17/2025Citadel Advisors LLC7,310$346K0.0%N/A0.093%
2/17/2025Bank of America Corp DE488,284$23.15M0.0%+12.0%6.181%
2/17/2025AmeriServ Wealth Advisors61,843$2.93M1.6%N/A0.783%
2/17/2025Aptus Capital Advisors LLC4,915$233K0.0%+16,283.3%0.062%
2/14/2025Jane Street Group LLC9,705$460K0.0%-27.8%0.123%
2/14/2025Integrated Wealth Concepts LLC13,181$625K0.0%+107.2%0.167%
2/14/2025IHT Wealth Management LLC39,258$1.86M0.1%+10.5%0.497%
2/14/2025Tower Research Capital LLC TRC 24,954$1.18M0.0%N/A0.316%
2/13/2025CreativeOne Wealth LLC22,831$1.08M0.0%+29.8%0.289%
2/13/2025Advisors Capital Management LLC71,226$3.38M0.1%-1.1%0.902%
2/13/2025Crux Wealth Advisors10,678$506K0.3%N/A0.135%
2/13/2025Prepared Retirement Institute LLC30,403$1.44M0.8%+21.5%0.385%
2/13/2025Advisory Services Network LLC5,995$284K0.0%N/A0.076%
2/13/2025Envestnet Asset Management Inc.46,309$2.20M0.0%-46.3%0.586%
2/12/2025World Investment Advisors219,061$10.38M0.3%+3.1%2.773%
2/12/2025JPMorgan Chase & Co.82,421$3.91M0.0%+25.8%1.043%
2/11/2025Segall Bryant & Hamill LLC507,552$24.06M0.3%-4.2%6.425%
2/11/2025LPL Financial LLC1,681,458$79.70M0.0%+23.1%21.284%
2/11/2025Absolute Capital Management LLC112,000$5.31M2.9%N/A1.418%
2/10/2025Taylor Financial Group Inc.56,264$2.67M1.8%+6.8%0.712%
2/10/2025Corient Private Wealth LLC510,304$23.53M0.0%-4.0%6.460%
2/10/2025Commonwealth Equity Services LLC135,948$6.44M0.0%+136.3%1.721%
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2/7/2025Independent Advisor Alliance69,683$3.30M0.0%N/A0.882%
2/7/2025Larson Financial Group LLC32,006$1.52M0.1%+19.7%0.405%
2/7/2025PNC Financial Services Group Inc.1,000$47K0.0%N/A0.013%
2/6/2025Raymond James Financial Inc.203,234$9.63M0.0%N/A2.573%
2/6/2025Steward Partners Investment Advisory LLC376,187$17.83M0.2%+3.5%4.762%
2/5/2025US Bancorp DE5,400$256K0.0%+48.8%0.068%
2/5/2025Oppenheimer & Co. Inc.14,786$701K0.0%+7.2%0.187%
2/5/2025Kellett Wealth Advisors LLC9,767$463K0.3%-34.5%0.124%
1/31/2025Global Retirement Partners LLC4,390$208K0.0%+15.4%0.056%
1/31/2025Atria Wealth Solutions Inc.22,342$1.06M0.0%-8.4%0.283%
1/31/2025Sanctuary Advisors LLC40,190$2.00M0.0%+18.1%0.509%
1/29/2025Sovran Advisors LLC24,565$1.17M0.2%N/A0.311%
1/29/2025Stonebridge Financial Group LLC668$32K0.0%N/A0.008%
1/29/2025 Focus Financial Network Inc.6,342$301K0.0%-22.2%0.080%
1/28/2025Compass Financial Services Inc92,676$4.39M2.5%N/A1.173%
1/28/2025Kingsview Wealth Management LLC12,091$573K0.0%+30.9%0.153%
1/28/2025 Shepherd Financial Partners LLC5,097$242K0.0%N/A0.065%
1/27/2025Financial Advocates Investment Management14,859$704K0.0%+2.3%0.188%
1/27/2025Foguth Wealth Management LLC.478,703$23.62M6.2%+48.9%6.060%
1/27/2025Stratos Wealth Partners LTD.8,425$399K0.0%+12.0%0.107%
1/24/2025Tempus Wealth Planning LLC19,681$933K0.3%+1.1%0.249%
1/24/2025 Princeton Global Asset Management LLC18,364$870K0.2%-3.3%0.232%
1/24/2025KPP Advisory Services LLC23,795$1.13M0.3%+12.1%0.301%
1/24/2025 GPS Wealth Strategies Group LLC1,121$53K0.0%+858.1%0.014%
1/24/2025Valley National Advisers Inc.3,386$159K0.0%+47.5%0.043%
1/21/2025Flagship Harbor Advisors LLC21,661$1.03M0.1%+9.5%0.274%
1/21/2025 Cedar Mountain Advisors LLC94,635$4.49M1.0%-0.5%1.198%
1/21/2025 Sound Income Strategies LLC559$26K0.0%+863.8%0.007%
1/17/2025Galvin 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%
11/1/2024Galvin Gaustad & Stein LLC35,262$1.71M0.2%+24.9%0.446%
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11/1/2024Verity Asset Management Inc.74,591$3.61M1.4%N/A0.944%
10/29/2024 Princeton Global Asset Management LLC18,997$920K0.2%+68.0%0.240%
10/28/2024 Focus 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%
(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, 107 institutional investors and hedge funds held shares of iShares Core Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($79.70M), Signal Advisors Wealth LLC ($29.22M), Segall Bryant & Hamill LLC ($24.06M), Foguth Wealth Management LLC. ($23.62M), Corient Private Wealth LLC ($23.53M), Bank of America Corp DE ($23.15M), and Raymond James Financial Services Advisors Inc. ($19.55M).Learn more on DIVB's institutional investors.

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

Of the 96 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: Segall Bryant & Hamill LLC ($529.86K), Foguth Wealth Management LLC. ($478.70K), LPL Financial LLC ($328.05K), Signal Advisors Wealth LLC ($289.40K), IFG Advisory LLC ($276.51K), Raymond James Financial Services Advisors Inc. ($214.36K), and World Investment Advisors LLC ($212.39K).

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

Institutional investors have bought a total of 4,449,920 shares in the last 24 months. This purchase volume represents approximately $202.53M in transactions.

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

Of the 34 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 ($374.28K), Raymond James Financial Services Advisors Inc. ($342.98K), PFG Private Wealth Management LLC ($187.29K), LPL Financial LLC ($45.97K), Envestnet Asset Management Inc. ($45.82K), Breakwater Capital Group ($45.02K), and First Republic Investment Management Inc. ($31.75K).

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

Institutional investors have sold a total of 1,211,446 shares in the last 24 months. This volume of shares sold represents approximately $50.71M in transactions.



This page (BATS:DIVB) was last updated on 4/20/2025 by MarketBeat.com Staff
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