DIVB Institutional Ownership
iShares Core Dividend ETF
1W: -0.8%
1M: -5.5%
3M: +2.6%
YTD: +21.5%
1Y: +25.2%
3Y: +85.9%
5Y: +81.0%
$64.98
-0.39 (-0.60%)
Weekly Expected Move ±1.8%
$63
$64
$65
$66
$67
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — DIVB
179
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
887M
Total Invested
28
New Positions
79
Increased
49
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (196 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,145,676 | $269M | +651,591 | +18.6% | 29Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,416,943 | $92M | +71,055 | +5.3% | 15Q | SEC ↗ |
| 3 | Steward Partners Investment Advisory, | 803,310 | $52M | +34,754 | +4.5% | 10Q | SEC ↗ |
| 4 | IAG Wealth Partners, LLC | 508,870 | $33M | -13,341 | -2.6% | 5Q | SEC ↗ |
| 5 | SEGALL BRYANT & HAMILL, LLC | 365,095 | $24M | -4,811 | -1.3% | 8Q | SEC ↗ |
| 6 | Corient Private Wealth LP | 365,095 | $24M | +345,707 | +1783.1% | 15Q | SEC ↗ |
| 7 | Foguth Wealth Management, LLC. | 352,106 | $23M | +36,461 | +11.6% | 3Q | SEC ↗ |
| 8 | Aptus Capital Advisors, LLC | 320,755 | $21M | +13,144 | +4.3% | 16Q | SEC ↗ |
| 9 | Sunburst Financial Group, LLC | 317,289 | $21M | +14,744 | +4.9% | 4Q | SEC ↗ |
| 10 | San Luis Wealth Advisors LLC | 309,592 | $20M | +1,680 | +0.5% | 5Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 258,898 | $17M | +10,148 | +4.1% | 19Q | SEC ↗ |
| 12 | Aspire Capital Advisors LLC | 256,195 | $17M | +10,749 | +4.4% | 6Q | SEC ↗ |
| 13 | IFG Advisory, LLC NEW | 254,762 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Welch Financial Planning, LLC | 234,487 | $15M | +2,930 | +1.3% | 3Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 231,857 | $15M | -323,764 | -58.3% | 10Q | SEC ↗ |
| 16 | Advisors Capital Management, LLC | 186,523 | $12M | -4,092 | -2.1% | 12Q | SEC ↗ |
| 17 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 184,304 | $12M | -412 | -0.2% | 7Q | SEC ↗ |
| 18 | Cresset Asset Management, LLC | 180,353 | $12M | +4,805 | +2.7% | 3Q | SEC ↗ |
| 19 | MORGAN STANLEY | 155,471 | $10M | +17,849 | +13.0% | 21Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 146,129 | $9M | -137,823 | -48.5% | 10Q | SEC ↗ |
| 21 | Farther Finance Advisors, LLC | 136,359 | $9M | -34,423 | -20.2% | 5Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 123,985 | $8M | +128 | +0.1% | 15Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 123,465 | $8M | +29,045 | +30.8% | 29Q | SEC ↗ |
| 24 | Compass Financial Services Inc | 121,351 | $8M | +6,217 | +5.4% | 7Q | SEC ↗ |
| 25 | INTEGRITY ALLIANCE, LLC. | 117,737 | $8M | +319 | +0.3% | 7Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 110,438 | $7M | +45,358 | +69.7% | 7Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 106,231 | $7M | +38,926 | +57.8% | 15Q | SEC ↗ |
| 28 | Cedar Mountain Advisors, LLC | 104,443 | $7M | +415 | +0.4% | 18Q | SEC ↗ |
| 29 | Breakwater Capital Group | 100,714 | $7M | -1,853 | -1.8% | 15Q | SEC ↗ |
| 30 | TWO SIGMA INVESTMENTS, LP NEW | 99,900 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 31 | MONEY CONCEPTS CAPITAL CORP | 94,537 | $6M | -754 | -0.8% | 6Q | SEC ↗ |
| 32 | Blake Schutter Theil Wealth Advisors, | 92,469 | $6M | +11,149 | +13.7% | 4Q | SEC ↗ |
| 33 | GREAT VALLEY ADVISOR GROUP, INC. | 84,559 | $5M | +13,470 | +18.9% | 6Q | SEC ↗ |
| 34 | Taylor Financial Group, Inc. | 80,488 | $5M | +3,498 | +4.5% | 11Q | SEC ↗ |
| 35 | Janney Montgomery Scott LLC NEW | 75,363 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 36 | FLAGSHIP HARBOR ADVISORS, LLC | 73,293 | $5M | +7,098 | +10.7% | 10Q | SEC ↗ |
| 37 | Prepared Retirement Institute LLC | 68,554 | $4M | +7,962 | +13.1% | 9Q | SEC ↗ |
| 38 | Henderson Brothers Financial Partners, | 67,200 | $4M | -67,076 | -50.0% | 2Q | SEC ↗ |
| 39 | INDEPENDENT FINANCIAL GROUP, LLC | 62,087 | $4M | -2,505 | -3.9% | 13Q | SEC ↗ |
| 40 | IHT Wealth Management, LLC | 60,330 | $4M | +12,792 | +26.9% | 8Q | SEC ↗ |
| 41 | Private Advisor Group, LLC | 55,496 | $4M | +49,199 | +781.3% | 2Q | SEC ↗ |
| 42 | Argent Trust Co | 55,382 | $4M | -37 | -0.1% | 25Q | SEC ↗ |
| 43 | PKS Advisory Services, LLC | 52,371 | $3M | +12,820 | +32.4% | 2Q | SEC ↗ |
| 44 | Larson Financial Group LLC | 51,004 | $3M | +3,674 | +7.8% | 9Q | SEC ↗ |
| 45 | Sanctuary Advisors, LLC | 49,855 | $3M | -7 | -0.0% | 9Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 47,700 | $3M | -18,328 | -27.8% | 26Q | SEC ↗ |
| 47 | PEOPLES BANK /OH | 42,360 | $3M | +10,690 | +33.8% | 5Q | SEC ↗ |
| 48 | Galvin, Gaustad & Stein, LLC | 41,063 | $3M | +1,509 | +3.8% | 15Q | SEC ↗ |
| 49 | Western Wealth Management, LLC | 40,284 | $3M | +9,298 | +30.0% | 10Q | SEC ↗ |
| 50 | PRINCIPAL SECURITIES, INC. NEW | 38,545 | $3M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 254,762 | $17M |
| TWO SIGMA INVESTMENTS, LP | 99,900 | $6M |
| Janney Montgomery Scott LLC | 75,363 | $5M |
| PRINCIPAL SECURITIES, INC. | 38,545 | $3M |
| ELEVATION POINT WEALTH PARTNERS, LL | 22,671 | $1M |
| Arax Advisory Partners | 21,008 | $1M |
| Vestmark Advisory Solutions, Inc. | 20,820 | $1M |
| XTX Topco Ltd | 19,156 | $1M |
| CITADEL ADVISORS LLC | 14,816 | $963K |
| MERCER GLOBAL ADVISORS INC /ADV | 10,751 | $699K |
| AQR CAPITAL MANAGEMENT LLC | 9,910 | $644K |
| Nuveen, LLC | 9,650 | $627K |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,304 | $605K |
| VERUS CAPITAL PARTNERS, LLC | 7,534 | $490K |
| Global Retirement Partners, LLC | 6,322 | $411K |
| Waverly Advisors, LLC | 5,479 | $356K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,664 | $303K |
| Betterment LLC | 3,701 | $240K |
| Cyndeo Wealth Partners, LLC | 3,577 | $232K |
| Focus Financial Network, Inc. | 3,495 | $227K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 17,989 | $1M |
| SFG Wealth Management, LLC. | 16,315 | $1M |
| Paradiem, LLC | 11,127 | $723K |
| GOLDMAN SACHS GROUP INC | 7,438 | $483K |
| PFG Private Wealth Management, LLC | 6,871 | $446K |
| Orion Porfolio Solutions, LLC | 6,838 | $444K |
| Modern Wealth Management, LLC | 6,129 | $398K |
| IFS Group,LLC | 5,957 | $387K |
| KWB Wealth | 4,569 | $297K |
| Focus Partners Advisor Solutions, L | 4,527 | $294K |
| FOUNDERS FINANCIAL SECURITIES LLC | 4,235 | $275K |
| Green Ridge Wealth Planning LLC | 4,000 | $260K |
| Patriot Financial Group Insurance A | 3,968 | $258K |
| SHAKER INVESTMENTS LLC/OH | 3,941 | $256K |
| GC Wealth Management RIA, LLC | 3,854 | $250K |
| Next Capital Management LLC | 3,854 | $250K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 497 | $32K |
| Rosenberg Matthew Hamilton | 379 | $25K |
| UBS Group AG | 259 | $17K |
| Allworth Financial LP | 190 | $12K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -323,764 | -58.3% | 231,857 |
| Kestra Advisory Services, LLC | -137,823 | -48.5% | 146,129 |
| Henderson Brothers Financial Partne | -67,076 | -50.0% | 67,200 |
| Mariner, LLC | -46,362 | -72.6% | 17,529 |
| Farther Finance Advisors, LLC | -34,423 | -20.2% | 136,359 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -28,731 | -64.9% | 15,523 |
| OSAIC HOLDINGS, INC. | -18,328 | -27.8% | 47,700 |
| IAG Wealth Partners, LLC | -13,341 | -2.6% | 508,870 |
| SEGALL BRYANT & HAMILL, LLC | -4,811 | -1.3% | 365,095 |
| Advisors Capital Management, LLC | -4,092 | -2.1% | 186,523 |
| INDEPENDENT FINANCIAL GROUP, LLC | -2,505 | -3.9% | 62,087 |
| Merit Financial Group, LLC | -1,907 | -25.9% | 5,447 |
| FLORIDA FINANCIAL ADVISORS, LLC | -1,856 | -25.9% | 5,316 |
| Breakwater Capital Group | -1,853 | -1.8% | 100,714 |
| IRON Financial LLC | -1,772 | -5.5% | 30,477 |
| AmeriServ Wealth Advisors | -1,760 | -34.1% | 3,401 |
| NICOLET BANKSHARES INC | -1,646 | -4.4% | 35,919 |
| Cambridge Investment Research Advis | -1,361 | -4.0% | 32,359 |
| Collier Financial | -1,260 | -13.4% | 8,149 |
| US BANCORP \DE | -1,007 | -31.1% | 2,226 |