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Ishares Core Dividend ETF (DIVB)

CUSIP: 46435U861 | NYSE | 325 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Elevation Point Wealth Partners, LLC472,573
0.5% of portfolio›$30.5M
San Luis Wealth Advisors LLC390,254
3.7% of portfolio›$25.2M
Foguth Wealth Management, Llc.350,262
2.4% of portfolio›$24.1M
Kestra Advisory Services, LLC343,439
0.1% of portfolio›$22.2M
Sunburst Financial Group, LLC311,354
3.2% of portfolio›$20.1M
Thrivent Financial for Lutherans259,715
0.1% of portfolio›$16.8M
Commonwealth Equity Services, LLC256,670
0.0% of portfolio›$16.6M
Legacy Wealth Partners, LLC233,415
3.3% of portfolio›$15.1M
Absolute Capital Management, LLC192,075
2.9% of portfolio›$12.4M
Concurrent Investment Advisors, LLC127,924
0.1% of portfolio›$8.3M
Farther Finance Advisors, LLC125,878
0.1% of portfolio›$8.1M
Integrity Alliance, Llc.121,208
0.2% of portfolio›$7.8M
Breakwater Capital Group99,250
0.8% of portfolio›$6.4M
Cedar Mountain Advisors, LLC98,948
1.1% of portfolio›$6.4M
Blake Schutter Theil Wealth Advisors, LLC87,992
3.9% of portfolio›$5.7M
Taylor Financial Group, Inc.87,095
3.1% of portfolio›$5.6M
Peoples Bank74,096
2.2% of portfolio›$4.8M
Flagship Harbor Advisors, LLC71,173
0.2% of portfolio›$4.6M
Cambridge Investment Research Advisors, Inc.69,492
0.0% of portfolio›$4.5K
Henderson Brothers Financial Partners, LLC68,750
1.6% of portfolio›$4.4M
Independent Financial Group, LLC64,916
0.1% of portfolio›$4.2M
PKS Advisory Services, LLC52,371
0.5% of portfolio›$3.2M
Larson Financial Group LLC51,384
0.1% of portfolio›$3.3M
Kellett Wealth Advisors, LLC40,705
1.0% of portfolio›$2.6M
Galvin, Gaustad & Stein, LLC39,648
0.2% of portfolio›$2.6M
Gouws Capital LLC36,275
1.1% of portfolio›$2.3M
Iron Financial LLC30,659
0.8% of portfolio›$2.0M
Princeton Global Asset Management LLC25,034
0.2% of portfolio›$1.6M
ADG Wealth Management Group, LLC21,607
0.9% of portfolio›$1.4M
MidAtlantic Capital Management, Inc.19,499
0.8% of portfolio›$1.3M
Sovran Advisors, LLC18,996
0.1% of portfolio›$1.3M
Guyasuta Investment Advisors Inc18,521
0.1% of portfolio›$1.2M
Wiregrass Investment Management LLC14,741
0.7% of portfolio›$950.9K
Integrity Advisory Solutions, LLC13,007
0.1% of portfolio›$839.1K
Wealth Enhancement Advisory Services, LLC12,850
0.0% of portfolio›$852.2K
Tandem Capital Management Corp11,245
0.3% of portfolio›$725.4K
Trademark Financial Management, LLC9,885
0.3% of portfolio›$637.7K
Exchange Traded Concepts, LLC9,629
0.0% of portfolio›$621.2K
Ocean Park Asset Management, LLC9,629
0.0% of portfolio›$621.2K
Citizens Financial Group Inc9,581
0.0% of portfolio›$618.1K
Tempus Wealth Planning, LLC9,340
0.1% of portfolio›$602.5K
Dynamic Advisor Solutions LLC9,139
0.0% of portfolio›$589.5K
Meridian Financial Advisors, LLC8,640
0.3% of portfolio›$557.3K
Synergy Asset Management, LLC7,752
0.0% of portfolio›$500.1K
Capital Asset Advisory Services LLC7,264
0.0% of portfolio›$520.4K
Verus Capital Partners, LLC7,215
0.0% of portfolio›$465.4K
Capital Advisors, Ltd. LLC7,132
0.0% of portfolio›$460
Citizens National Bank Trust Department7,058
0.1% of portfolio›$455.3K
Valley National Advisers Inc6,721
0.0% of portfolio›$433.6K
RFG - Bristol Wealth Advisors, LLC6,710
0.1% of portfolio›$432.9K
Private Trust Co NA6,556
0.0% of portfolio›$422.9K
Worth Asset Management, LLC6,510
0.1% of portfolio›$420.0K
CoreCap Advisors, LLC6,378
0.0% of portfolio›$411.5K
Lantern Wealth Advisors, LLC6,332
0.2% of portfolio›$408.5K
Creative Planning6,128
0.0% of portfolio›$395.3K
RMR Wealth Builders5,483
0.0% of portfolio›$353.7K
AdvisorNet Financial, Inc5,384
0.0% of portfolio›$362.6K
Trilogy Capital Inc.5,292
0.0% of portfolio›$341.4K
Symphony Financial, Ltd. Co.5,270
0.0% of portfolio›$342.6K
Shepherd Financial Partners LLC5,097
0.0% of portfolio›$328.8K
Ferguson Wellman Capital Management, Inc5,014
0.0% of portfolio›$323.4K
Bank of New Hampshire4,922
0.1% of portfolio›$317.5K
Csenge Advisory Group4,715
0.0% of portfolio›$304.2K
Key FInancial Inc4,693
0.0% of portfolio›$302.7K
Diversify Advisory Services, LLC4,689
0.0% of portfolio›$320.6K
Diversify Wealth Management, LLC4,689
0.0% of portfolio›$320.6K
Parallel Advisors, LLC4,429
0.0% of portfolio›$285.7K
Optivise Advisory Services LLC4,403
0.1% of portfolio›$284.0K
Asset One Wealth Management LLC4,360
0.0% of portfolio›$281.3K
Bank of New York Mellon Corp4,301
0.0% of portfolio›$277.4K
CFS Investment Advisory Services, LLC3,868
0.0% of portfolio›$252.2K
United Advisor Group, LLC3,856
0.0% of portfolio›$248.7K
Tennessee Valley Asset Management Partners3,767
0.0% of portfolio›$243.0K
Cyndeo Wealth Partners, LLC3,577
0.0% of portfolio›$230.8K
Total Clarity Wealth Management, Inc.3,494
0.0% of portfolio›$225.4K
Focus Financial Network, Inc.3,483
0.0% of portfolio›$224.7K
Advisortrust Partners, LLC3,447
0.1% of portfolio›$222.4K
Partners Wealth Management, LLC3,384
0.0% of portfolio›$218.3K
AmeriServ Wealth Advisors3,262
0.2% of portfolio›$210.4K
Birch Financial Group, LLC2,818
0.1% of portfolio›$181.8K
Spire Wealth Management2,692
0.0% of portfolio›$173.7K
US Bancorp \de\2,226
0.0% of portfolio›$143.6K
Harbor Asset Planning, Inc.2,043
0.1% of portfolio›$131.8K
Jacobi Capital Management LLC800
0.0% of portfolio›$51.6K
Alpine Bank Wealth Management723
0.0% of portfolio›$46.6K
Wilmington Savings Fund Society, FSB594
0.0% of portfolio›$38.3K
Signaturefd, LLC496
0.0% of portfolio›$32.0K
Fifth Third Bancorp495
0.0% of portfolio›$31.9K
Advantage Trust Co375
0.0% of portfolio›$24.2K
IFP Advisors, Inc334
0.0% of portfolio›$21.5K
Cullen T Bankers, Inc.300
0.0% of portfolio›$19.4K
Polaris Financial Partners225
0.0% of portfolio›$6
Assetmark, Inc218
0.0% of portfolio›$14.1K
Beacon Investment Advisory Services, Inc.165
0.0% of portfolio›$10.6K
Arcadia Investment Advisors LLC144
0.0% of portfolio›$9.3K
Rossby Financial, LCC140
0.0% of portfolio›$9.0K
Root Financial Partners, LLC127
0.0% of portfolio›$8.2K
Reap Financial Group, LLC10
0.0% of portfolio›$645
William Mack & Associates, Inc.5
0.0% of portfolio›$292
StyleTurnoverLocationFiled
Elevation Point Wealth Partners, LLC
472,573$30.5M0.5%CoreHighDenver, CO2026-11-05
San Luis Wealth Advisors LLC
390,254$25.2M3.7%CoreMediumSan Luis Obispo, CA2026-10-27
Foguth Wealth Management, Llc.
350,262$24.1M2.4%ETFHighBrighton, MI2026-10-19
Kestra Advisory Services, LLC
343,439$22.2M0.1%CoreLowAustin, TX2026-11-02
Sunburst Financial Group, LLC
311,354$20.1M3.2%ETFVery LowVestavia Hills, AL2026-10-09
Thrivent Financial for Lutherans
259,715$16.8M0.1%GARPMediumMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
256,670$16.6M0.0%ETFLowWaltham, MA2026-11-02
Legacy Wealth Partners, LLC
233,415$15.1M3.3%ETFHighLakewood, CO2026-10-15
Absolute Capital Management, LLC
192,075$12.4M2.9%ETFMediumPittsburgh, PA2026-10-16
Concurrent Investment Advisors, LLC
127,924$8.3M0.1%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
125,878$8.1M0.1%IndexLowSan Francisco, CA2026-10-08
Integrity Alliance, Llc.
121,208$7.8M0.2%ETFMediumUrbandale, IA2026-10-29
Breakwater Capital Group
99,250$6.4M0.8%ETFLowParamus, NJ2026-10-09
Cedar Mountain Advisors, LLC
98,948$6.4M1.1%ETFVery LowLake Oswego, OR2026-10-15
Blake Schutter Theil Wealth Advisors, LLC
87,992$5.7M3.9%ETFLowDayton, OH2026-11-02
Taylor Financial Group, Inc.
87,095$5.6M3.1%CoreVery LowRoanoke, VA2026-11-02
Peoples Bank
74,096$4.8M2.2%ETFLowMarietta, OH2026-10-26
Flagship Harbor Advisors, LLC
71,173$4.6M0.2%ETFMediumBoston, MA2026-10-26
Cambridge Investment Research Advisors, Inc.
69,492$4.5K0.0%ETFLowFairfield, IA2026-11-02
Henderson Brothers Financial Partners, LLC
68,750$4.4M1.6%ETFN/APittsburgh, PA2026-11-03
Independent Financial Group, LLC
64,916$4.2M0.1%GrowthLowSan Diego, CA2026-10-13
PKS Advisory Services, LLC
52,371$3.2M0.5%ETFMediumAlbany, NY2026-10-26
Larson Financial Group LLC
51,384$3.3M0.1%GrowthLowSt Louis, MO2026-11-05
Kellett Wealth Advisors, LLC
40,705$2.6M1.0%ETFMediumCincinnati, OH2026-10-15
Galvin, Gaustad & Stein, LLC
39,648$2.6M0.2%CoreMediumScottsdale, AZ2026-10-08
Gouws Capital LLC
36,275$2.3M1.1%GrowthVery LowCharlotte, NC2026-10-09
Iron Financial LLC
30,659$2.0M0.8%ETFLowNorthbrook, IL2026-10-23
Princeton Global Asset Management LLC
25,034$1.6M0.2%GrowthLowPrinceton, NJ2026-10-21
ADG Wealth Management Group, LLC
21,607$1.4M0.9%ETFVery LowMetairie, LA2026-10-23
MidAtlantic Capital Management, Inc.
19,499$1.3M0.8%ETFVery LowRichmond, VA2026-11-05
Sovran Advisors, LLC
18,996$1.3M0.1%ETFMediumSan Diego, CA2026-11-02
Guyasuta Investment Advisors Inc
18,521$1.2M0.1%CoreVery LowPittsburgh, PA2026-10-15
Wiregrass Investment Management LLC
14,741$950.9K0.7%CoreMediumThomasville, GA2026-11-05
Integrity Advisory Solutions, LLC
13,007$839.1K0.1%ETFMediumDallas, TX2026-10-29
Wealth Enhancement Advisory Services, LLC
12,850$852.2K0.0%CoreLowPlymouth, MN2026-10-13
Tandem Capital Management Corp
11,245$725.4K0.3%CoreLowWoodcliff Lake, NJ2026-10-22
Trademark Financial Management, LLC
9,885$637.7K0.3%ETFMediumBloomington, MN2026-10-23
Exchange Traded Concepts, LLC
9,629$621.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Ocean Park Asset Management, LLC
9,629$621.2K0.0%ETFLowSanta Monica, CA2026-10-21
Citizens Financial Group Inc
9,581$618.1K0.0%GrowthLowProvidence, RI2026-10-23
Tempus Wealth Planning, LLC
9,340$602.5K0.1%ETFMediumIrvine, CA2026-10-14
Dynamic Advisor Solutions LLC
9,139$589.5K0.0%ETFLowPhoenix, AZ2026-10-13
Meridian Financial Advisors, LLC
8,640$557.3K0.3%ETFVery LowHolliston, MA2026-10-14
Synergy Asset Management, LLC
7,752$500.1K0.0%GrowthHighVancouver, WA2026-11-05
Capital Asset Advisory Services LLC
7,264$520.4K0.0%ETFLowWilliamston, MI2026-10-30
Verus Capital Partners, LLC
7,215$465.4K0.0%GrowthLowScottsdale, AZ2026-11-03
Capital Advisors, Ltd. LLC
7,132$4600.0%ETFLowShaker Heights, OH2026-10-27
Citizens National Bank Trust Department
7,058$455.3K0.1%CoreVery LowMeridian, MS2026-11-04
Valley National Advisers Inc
6,721$433.6K0.0%ETFLowBethlehem, PA2026-10-23
RFG - Bristol Wealth Advisors, LLC
6,710$432.9K0.1%ETFLowTaunton, MA2026-10-09
Private Trust Co NA
6,556$422.9K0.0%CoreLowCleveland, OH2026-10-20
Worth Asset Management, LLC
6,510$420.0K0.1%ETFHighDallas, TX2026-10-07
CoreCap Advisors, LLC
6,378$411.5K0.0%ETFMediumSouthfield, MI2026-10-08
Lantern Wealth Advisors, LLC
6,332$408.5K0.2%GrowthLowMelville, NY2026-10-22
Creative Planning
6,128$395.3K0.0%IndexVery LowOverland Park, KS2026-11-02
RMR Wealth Builders
5,483$353.7K0.0%ETFLowMontclair, NJ2026-10-22
AdvisorNet Financial, Inc
5,384$362.6K0.0%ETFLowMinnetonka, MN2026-10-15
Trilogy Capital Inc.
5,292$341.4K0.0%ETFMediumIrvine, CA2026-10-20
Symphony Financial, Ltd. Co.
5,270$342.6K0.0%GrowthLowHouston, TX2026-10-22
Shepherd Financial Partners LLC
5,097$328.8K0.0%ETFLowWinchester, MA2026-11-03
Ferguson Wellman Capital Management, Inc
5,014$323.4K0.0%CoreLowPortland, OR2026-10-05
Bank of New Hampshire
4,922$317.5K0.1%CoreLowLaconia, NH2026-10-06
Csenge Advisory Group
4,715$304.2K0.0%ETFMediumClearwater, FL2026-11-04
Key FInancial Inc
4,693$302.7K0.0%ETFLowWest Chester, PA2026-11-02
Diversify Advisory Services, LLC
4,689$320.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
4,689$320.6K0.0%GrowthMediumSandy, UT2026-10-20
Parallel Advisors, LLC
4,429$285.7K0.0%IndexLowSan Francisco, CA2026-11-03
Optivise Advisory Services LLC
4,403$284.0K0.1%ETFMediumFranklin, TN2026-10-19
Asset One Wealth Management LLC
4,360$281.3K0.0%GrowthLowBellevue, WA2026-11-02
Bank of New York Mellon Corp
4,301$277.4K0.0%CoreLowNew York, NY2026-11-05
CFS Investment Advisory Services, LLC
3,868$252.2K0.0%ETFMediumTotowa, NJ2026-10-19
United Advisor Group, LLC
3,856$248.7K0.0%ETFLowCincinnati, OH2026-11-03
Tennessee Valley Asset Management Partners
3,767$243.0K0.0%ETFLowKnoxville, TN2026-11-03
Cyndeo Wealth Partners, LLC
3,577$230.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Total Clarity Wealth Management, Inc.
3,494$225.4K0.0%ETFMediumSt. Charles, IL2026-10-26
Focus Financial Network, Inc.
3,483$224.7K0.0%ETFLowMinneapolis, MN2026-10-14
Advisortrust Partners, LLC
3,447$222.4K0.1%CoreHighRaleigh, NC2026-11-02
Partners Wealth Management, LLC
3,384$218.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
AmeriServ Wealth Advisors
3,262$210.4K0.2%ETFVery LowJohnstown, PA2026-10-21
Birch Financial Group, LLC
2,818$181.8K0.1%CoreLowKeene, NH2026-10-27
Spire Wealth Management
2,692$173.7K0.0%GrowthMediumMclean, VA2026-10-30
US Bancorp \de\
2,226$143.6K0.0%IndexLowMinneapolis, MN2026-11-05
Harbor Asset Planning, Inc.
2,043$131.8K0.1%ETFVery LowBelmont, MA2026-10-23
Jacobi Capital Management LLC
800$51.6K0.0%CoreLowPittston, PA2026-11-05
Alpine Bank Wealth Management
723$46.6K0.0%ETFHighGrand Junction, CO2026-10-16
Wilmington Savings Fund Society, FSB
594$38.3K0.0%CoreLowWilmington, DE2026-10-23
Signaturefd, LLC
496$32.0K0.0%IndexLowAtlanta, GA2026-10-23
Fifth Third Bancorp
495$31.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Advantage Trust Co
375$24.2K0.0%ETFVery LowSalina, KS2026-10-19
IFP Advisors, Inc
334$21.5K0.0%GrowthLowTampa, FL2026-10-16
Cullen T Bankers, Inc.
300$19.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Polaris Financial Partners
225$60.0%GrowthN/AWesterville, OH2026-10-02
Assetmark, Inc
218$14.1K0.0%ETFLowConcord, CA2026-10-21
Beacon Investment Advisory Services, Inc.
165$10.6K0.0%GrowthLowMorristown, NJ2026-10-13
Arcadia Investment Advisors LLC
144$9.3K0.0%ETFLowEagle, ID2026-10-13
Rossby Financial, LCC
140$9.0K0.0%ETFMediumMelbourne, FL2026-11-05
Root Financial Partners, LLC
127$8.2K0.0%ETFMediumEncinitas, CA2026-10-21
Reap Financial Group, LLC
10$6450.0%ETFLowAustin, TX2026-11-02
William Mack & Associates, Inc.
5$2920.0%ETFLowTroy, MI2026-10-27