DIVB · iShares Core Dividend ETF ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers · Δ vs Jun 30, 2024Quarterly Activity
Top Buyers
vs Jun 30, 2024Top Sellers
vs Jun 30, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −234,591 | 365,095 | |
| Mega CITADEL ADVISORS LLC | −25,325 | 14,816 |
Top New Positions
vs Jun 30, 2024Top Sold-Out Positions
vs Jun 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 596,256 | $26,378,365 | |
| Large Raymond James Financial Services Advisors, Inc. | 441,977 | $19,553,062 | |
| Mega BANK OF AMERICA CORP /DE/ | 422,292 | $18,682,197 | |
| Large Steward Partners Investment Advisory, LLC | 293,928 | $13,003,374 | |
| Mid IFG Advisory, LLC | 276,505 | $12,232,581 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DIVB | $22,489,852 | 96.10% | 365,095 | — |
-234,591
-39.1%
|
Shares | 2026-08-27 | ||||||||||||||||||||||||||
| Mega CITADEL ADVISORS LLC DIVB | $912,665 | 3.90% | 14,816 | — |
-25,325
-63.1%
|
Shares | 2026-09-02 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega LPL Financial LLC DIVB | $26,378,365 | 112.72% | 596,256 | — | Sold Out | Shares | 2024-08-07 | ||||||||||||||||||||||||||
| Large Raymond James Financial Services Advisors, Inc. DIVB | $19,553,062 | 83.55% | 441,977 | — | Sold Out | Shares | 2024-07-19 | ||||||||||||||||||||||||||
| Mega BANK OF AMERICA CORP /DE/ Bank DIVB | $18,682,197 | 79.83% | 422,292 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Steward Partners Investment Advisory, LLC DIVB | $13,003,374 | 55.56% | 293,928 | — | Sold Out | Shares | 2024-08-08 | ||||||||||||||||||||||||||
| Mid IFG Advisory, LLC DIVB | $12,232,581 | 52.27% | 276,505 | — | Sold Out | Shares | 2024-07-30 | ||||||||||||||||||||||||||
| Small Foguth Wealth Management, LLC. DIVB | $9,045,221 | 38.65% | 204,458 | — | Sold Out | Shares | 2024-07-16 | ||||||||||||||||||||||||||
| Large Cetera Investment Advisers DIVB | $5,294,997 | 22.63% | 119,688 | — | Sold Out | Shares | 2024-08-22 | ||||||||||||||||||||||||||
| Micro Cedar Mountain Advisors, LLC DIVB | $4,216,514 | 18.02% | 95,310 | — | Sold Out | Shares | 2024-07-11 | ||||||||||||||||||||||||||
| Large Kestra Advisory Services, LLC DIVB | $3,946,384 | 16.86% | 89,204 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC DIVB | $3,213,328 | 13.73% | 72,634 | — | Sold Out | Shares | 2024-08-08 | ||||||||||||||||||||||||||
| Mega JPMORGAN CHASE & CO DIVB | $3,095,118 | 13.23% | 69,962 | — | Sold Out | Shares | 2024-08-12 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Advisors Capital Management, LLC DIVB | $2,930,280 | 12.52% | 66,236 | — | Sold Out | Shares | 2024-08-09 | ||||||||||||||||||||||||||
| Small MIdWestOne Financial Group, Inc. DIVB | $2,862,770 | 12.23% | 64,710 | — | Sold Out | Shares | 2024-08-15 | ||||||||||||||||||||||||||
| Mid Argent Trust Co Bank DIVB | $2,515,441 | 10.75% | 56,859 | — | Sold Out | Shares | 2024-08-12 | ||||||||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP DIVB | $2,512,256 | 10.73% | 56,787 | — | Sold Out | Shares | 2024-08-15 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Taylor Financial Group, Inc. DIVB | $2,146,303 | 9.17% | 48,515 | — | Sold Out | Shares | 2024-07-31 | ||||||||||||||||||||||||||
| Small Breakwater Capital Group DIVB | $1,901,612 | 8.13% | 42,984 | — | Sold Out | Shares | 2024-07-26 | ||||||||||||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. DIVB | $1,703,151 | 7.28% | 38,498 | — | Sold Out | Shares | 2024-07-26 | ||||||||||||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC DIVB | $1,511,415 | 6.46% | 34,164 | — | Sold Out | Shares | 2024-07-31 | ||||||||||||||||||||||||||
| Small Galvin, Gaustad & Stein, LLC DIVB | $1,248,585 | 5.34% | 28,223 | — | Sold Out | Shares | 2024-07-17 | ||||||||||||||||||||||||||
| Micro Financial Advocates Investment Management DIVB | $1,231,331 | 5.26% | 27,833 | — | Sold Out | Shares | 2024-07-29 | ||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank DIVB | $1,157,581 | 4.95% | 26,166 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Larson Financial Group LLC DIVB | $1,007,389 | 4.30% | 22,771 | — | Sold Out | Shares | 2024-08-02 | ||||||||||||||||||||||||||
| Mega MORGAN STANLEY DIVB | $986,728 | 4.22% | 22,304 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large PRUDENTIAL FINANCIAL INC DIVB | $983,366 | 4.20% | 22,228 | — | Sold Out | Shares | 2024-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Atria Wealth Solutions, Inc. DIVB | $932,711 | 3.99% | 21,083 | — | Sold Out | Shares | 2024-07-22 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Tempus Wealth Planning, LLC DIVB | $844,320 | 3.61% | 19,085 | — | Sold Out | Shares | 2024-07-25 | ||||||||||||||||||||||||||
| Small Continuum Advisory, LLC DIVB | $735,578 | 3.14% | 16,627 | — | Sold Out | Shares | 2024-07-19 | ||||||||||||||||||||||||||
| Mid Western Wealth Management, LLC DIVB | $698,107 | 2.98% | 15,780 | — | Sold Out | Shares | 2024-07-19 | ||||||||||||||||||||||||||
| Micro Kellett Wealth Advisors, LLC DIVB | $659,928 | 2.82% | 14,917 | — | Sold Out | Shares | 2024-08-12 | ||||||||||||||||||||||||||
| Large OSAIC HOLDINGS, INC. DIVB | $623,606 | 2.66% | 14,096 | — | Sold Out | Shares | 2024-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DIVB | $580,561 | 2.48% | 13,123 | — | Sold Out | Shares | 2024-07-16 | ||||||||||||||||||||||||||
| Small Next Capital Management LLC DIVB | $552,424 | 2.36% | 12,487 | — | Sold Out | Shares | 2024-08-20 | ||||||||||||||||||||||||||
| Small Princeton Global Asset Management LLC DIVB | $500,398 | 2.14% | 11,311 | — | Sold Out | Shares | 2024-08-12 | ||||||||||||||||||||||||||
| Mid AVANTAX ADVISORY SERVICES, INC. DIVB | $446,602 | 1.91% | 10,095 | — | Sold Out | Shares | 2024-08-09 | ||||||||||||||||||||||||||
| Small TANDEM CAPITAL MANAGEMENT CORP /ADV DIVB | $441,515 | 1.89% | 9,980 | — | Sold Out | Shares | 2024-07-08 | ||||||||||||||||||||||||||
| Mid Focus Financial Network, Inc. DIVB | $424,527 | 1.81% | 9,596 | — | Sold Out | Shares | 2024-07-22 | ||||||||||||||||||||||||||
| Micro PFG Private Wealth Management, LLC DIVB | $407,096 | 1.74% | 9,202 | — | Sold Out | Shares | 2024-07-15 | ||||||||||||||||||||||||||
| Mid U.S. Capital Wealth Advisors, LLC DIVB | $395,682 | 1.69% | 8,944 | — | Sold Out | Shares | 2024-07-11 | ||||||||||||||||||||||||||
| Mid Kingsview Wealth Management, LLC DIVB | $386,701 | 1.65% | 8,741 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
| Large HUNTINGTON NATIONAL BANK Bank DIVB | $355,512 | 1.52% | 8,036 | — | Sold Out | Principal | 2024-08-08 | ||||||||||||||||||||||||||
| Micro Meridian Financial Advisors, LLC DIVB | $340,471 | 1.45% | 7,696 | — | Sold Out | Shares | 2024-08-13 | ||||||||||||||||||||||||||
| Micro Family Asset Management, LLC DIVB | $340,471 | 1.45% | 7,696 | — | Sold Out | Shares | 2024-08-01 | ||||||||||||||||||||||||||
| Large Janney Montgomery Scott LLC DIVB | $337,551 | 1.44% | 7,630 | — | Sold Out | Shares | 2024-07-25 | ||||||||||||||||||||||||||
| Small Colonial Trust Co / SC Bank DIVB | $336,400 | 1.44% | 7,604 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
| Small Csenge Advisory Group DIVB | $299,637 | 1.28% | 6,773 | — | Sold Out | Shares | 2024-07-10 | ||||||||||||||||||||||||||
| Small Claro Advisors Inc. DIVB | $290,479 | 1.24% | 6,566 | — | Sold Out | Shares | 2024-07-31 | ||||||||||||||||||||||||||
| Small Capital Advisors, Ltd. LLC DIVB | $288,533 | 1.23% | 6,522 | — | Sold Out | Shares | 2024-07-25 | ||||||||||||||||||||||||||
| Small PERSONAL CFO SOLUTIONS, LLC DIVB | $268,979 | 1.15% | 6,080 | — | Sold Out | Shares | 2024-08-09 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small RMR Wealth Builders DIVB | $268,713 | 1.15% | 6,074 | — | Sold Out | Shares | 2024-07-23 | ||||||||||||||||||||||||||
| Mid Integrated Wealth Concepts LLC DIVB | $262,697 | 1.12% | 5,938 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
| Mega RAYMOND JAMES & ASSOCIATES DIVB | $253,672 | 1.08% | 5,734 | — | Sold Out | Shares | 2024-07-19 | ||||||||||||||||||||||||||
| Mid CoreCap Advisors, LLC DIVB | $243,320 | 1.04% | 5,500 | — | Sold Out | Shares | 2024-08-08 | ||||||||||||||||||||||||||
| Mid Stratos Wealth Partners, LTD. DIVB | $225,624 | 0.96% | 5,100 | — | Sold Out | Shares | 2024-07-24 | ||||||||||||||||||||||||||
| Mid Signal Advisors Wealth, LLC DIVB | $222,306 | 0.95% | 5,025 | — | Sold Out | Shares | 2024-07-23 | ||||||||||||||||||||||||||
| Small FOUNDERS FINANCIAL SECURITIES LLC Broker-Dealer DIVB | $221,775 | 0.95% | 5,013 | — | Sold Out | Shares | 2024-08-02 | ||||||||||||||||||||||||||
| Small LIBERTY WEALTH MANAGEMENT LLC DIVB | $211,201 | 0.90% | 4,774 | — | Sold Out | Shares | 2024-08-07 | ||||||||||||||||||||||||||
| Small Key Financial Inc DIVB | $207,618 | 0.89% | 4,693 | — | Sold Out | Shares | 2024-07-30 | ||||||||||||||||||||||||||
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer DIVB | $135,020 | 0.58% | 3,052 | — | Sold Out | Shares | 2024-07-31 | ||||||||||||||||||||||||||
| Mega FMR LLC DIVB | $92,904 | 0.40% | 2,100 | — | Sold Out | Shares | 2024-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega WELLS FARGO & COMPANY/MN DIVB | $71,934 | 0.31% | 1,626 | — | Sold Out | Shares | 2024-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid HARBOUR INVESTMENTS, INC. DIVB | $67,731 | 0.29% | 1,531 | — | Sold Out | Shares | 2024-07-26 | ||||||||||||||||||||||||||
| Mid Global Retirement Partners, LLC Pension DIVB | $45,921 | 0.20% | 1,038 | — | Sold Out | Shares | 2024-07-23 | ||||||||||||||||||||||||||
| Micro Element Wealth, LLC DIVB | $45,921 | 0.20% | 1,038 | — | Sold Out | Shares | 2024-08-08 | ||||||||||||||||||||||||||
| Large US BANCORP \DE\ Bank DIVB | $43,664 | 0.19% | 987 | — | Sold Out | Shares | 2024-08-07 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Banque Cantonale Vaudoise DIVB | $37,604 | 0.16% | 850 | — | Sold Out | Shares | 2024-07-31 | ||||||||||||||||||||||||||
| Mid Tower Research Capital LLC (TRC) DIVB | $36,674 | 0.16% | 829 | — | Sold Out | Shares | 2024-08-13 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large CIBC Private Wealth Group LLC DIVB | $27,074 | 0.12% | 612 | — | Sold Out | Shares | 2024-08-09 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Sunbelt Securities, Inc. Broker-Dealer DIVB | $24,155 | 0.10% | 546 | — | Sold Out | Shares | 2024-08-16 | ||||||||||||||||||||||||||
| Small VALLEY NATIONAL ADVISERS INC DIVB | $22,385 | 0.10% | 506 | — | Sold Out | Shares | 2024-07-18 | ||||||||||||||||||||||||||
| Large NewEdge Advisors, LLC DIVB | $18,138 | 0.08% | 410 | — | Sold Out | Shares | 2024-08-16 | ||||||||||||||||||||||||||
| Mid UMB Bank, n.a. DIVB | $17,696 | 0.08% | 400 | — | Sold Out | Shares | 2024-07-29 | ||||||||||||||||||||||||||
| Large Federation des caisses Desjardins du Quebec DIVB | $9,732 | 0.04% | 220 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small AdvisorNet Financial, Inc DIVB | $9,069 | 0.04% | 205 | — | Sold Out | Shares | 2024-07-16 | ||||||||||||||||||||||||||
| Mega BANK OF MONTREAL /CAN/ Bank DIVB | $3,627 | 0.02% | 82 | — | Sold Out | Shares | 2024-08-14 | ||||||||||||||||||||||||||
| Mid Sound Income Strategies, LLC DIVB | $2,565 | 0.01% | 58 | — | Sold Out | Shares | 2024-07-12 | ||||||||||||||||||||||||||
| Mid Aptus Capital Advisors, LLC DIVB | $1,327 | 0.01% | 30 | — | Sold Out | Shares | 2024-07-31 | ||||||||||||||||||||||||||
| Micro Householder Group Estate & Retirement Specialist, LLC Pension DIVB | $4 | 0.00% | 100 | — | Sold Out | Shares | 2024-07-17 | ||||||||||||||||||||||||||
| Large ASSETMARK, INC DIVB | $0 | 0.00% | 0 | — | Sold Out | Shares | 2024-08-13 | ||||||||||||||||||||||||||
| — PROEQUITIES, INC. DIVB | $0 | 0.00% | 0 | — | Sold Out | Shares | 2024-07-23 | ||||||||||||||||||||||||||
| No holders match your search. | |||||||||||||||||||||||||||||||||