ISHARES CORE DIVIDEND ETF (DIVB) Institutional Shareholders

ISHARES CORE DIVIDEND ETF (DIVB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $714.65M in DIVB holdings during the latest filing period.

Lpl Financial Llc is currently the largest disclosed institutional shareholder of DIVB tracked by InsiderSet, reporting ownership valued at approximately $188.51M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $234.17M, representing an estimated gain of +24.23% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed DIVB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Steward Partners Investment Advisory, Llc, and several other long-term asset managers with concentrated positions in ISHARES CORE DIVIDEND ETF (DIVB).

This page ranks the largest institutional DIVB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

155

Total Reported Value

$714.65M

Largest Holder

Lpl Financial Llc

Largest Position

$188.51M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

129

Funds Exiting Positions

1

Page 1 of 4
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.05%3,494,085$188,505,852$234,173,577+$45,667,725+24.23%
Bank Of America Corp0.01%1,345,888$72,610,670$90,201,414+$17,590,744+24.23%
Steward Partners Investment Advisory, Llc0.21%768,556$41,463,597$51,508,623+$10,045,026+24.23%
Cetera Investment Advisers0.03%555,621$29,975,749$37,237,719+$7,261,970+24.23%
Iag Wealth Partners, Llc3.14%522,211$28,173,310$34,998,581+$6,825,271+24.23%
Foguth Wealth Management, Llc.2.55%352,106$22,400,957$23,598,144+$1,197,187+5.34%
Segall Bryant & Hamill, Llc0.33%376,575$20,440,510$25,238,057+$4,797,547+23.47%
Sunburst Financial Group, Llc3.27%317,289$19,545,002$21,264,709+$1,719,707+8.80%
San Luis Wealth Advisors Llc2.87%309,592$19,070,858$20,748,856+$1,677,998+8.80%
Aptus Capital Advisors, Llc0.14%307,611$16,595,613$20,616,089+$4,020,476+24.23%
Commonwealth Equity Services, Llc0.02%258,898$15,948,130$17,351,344+$1,403,214+8.80%
Welch Financial Planning, Llc8.42%234,487$14,444,399$15,715,319+$1,270,920+8.80%
Aspire Capital Advisors Llc2.98%245,446$13,241,827$16,449,791+$3,207,964+24.23%
Absolute Capital Management, Llc2.83%184,304$11,353,124$12,352,054+$998,930+8.80%
Advisors Capital Management, Llc0.12%190,615$10,283,725$12,775,017+$2,491,292+24.23%
Cresset Asset Management, Llc0.04%175,548$9,470,797$11,765,227+$2,294,430+24.23%
Kestra Advisory Services, Llc0.03%146,129$9,001,541$9,793,566+$792,025+8.80%
Farther Finance Advisors, Llc0.07%136,359$8,399,692$9,138,780+$739,088+8.80%
Compass Financial Services Inc2.79%121,351$7,475,206$8,132,944+$657,738+8.80%
Morgan Stanley0.00%137,622$7,424,726$9,223,426+$1,798,700+24.23%
Integrity Alliance, Llc.0.23%117,737$7,252,618$7,890,734+$638,116+8.80%
Henderson Brothers Financial Partners, Llc1.83%134,276$7,244,198$8,999,178+$1,754,980+24.23%
Cedar Mountain Advisors, Llc1.11%104,443$6,433,711$6,999,770+$566,059+8.80%
Breakwater Capital Group0.74%100,714$6,203,982$6,749,852+$545,870+8.80%
Blake Schutter Theil Wealth Advisors, Llc3.85%92,469$5,696,089$6,197,272+$501,183+8.80%
Money Concepts Capital Corp0.28%95,291$5,140,949$6,386,403+$1,245,454+24.23%
Royal Bank Of Canada0.00%94,420$5,093,000$6,328,028+$1,235,028+24.25%
Taylor Financial Group, Inc.2.73%80,488$4,958,061$5,394,306+$436,245+8.80%
Flagship Harbor Advisors, Llc0.17%73,293$4,514,842$4,912,097+$397,255+8.80%
Great Valley Advisor Group, Inc.0.07%71,089$3,834,973$4,764,385+$929,412+24.24%
Independent Financial Group, Llc0.07%62,087$3,824,545$4,161,071+$336,526+8.80%
Envestnet Asset Management Inc0.00%67,305$3,631,128$4,510,781+$879,653+24.23%
Osaic Holdings, Inc.0.01%66,028$3,562,137$4,425,197+$863,060+24.23%
Raymond James Financial Inc0.00%65,080$3,511,053$4,361,662+$850,609+24.23%
Mariner, Llc0.00%63,891$3,446,944$4,281,975+$835,031+24.23%
Private Advisor Group, Llc0.02%55,496$3,418,565$3,719,342+$300,777+8.80%
Argent Trust Co0.10%55,419$2,989,857$3,714,181+$724,324+24.23%
Sanctuary Advisors, Llc0.01%49,862$2,690,055$3,341,751+$651,696+24.23%
Peoples Bank1.34%42,360$2,609,379$2,838,967+$229,588+8.80%
Iht Wealth Management, Llc0.06%47,538$2,564,656$3,185,997+$621,341+24.23%
Larson Financial Group Llc0.08%47,330$2,553,447$3,172,057+$618,610+24.23%
Galvin, Gaustad & Stein, Llc0.19%41,063$2,529,462$2,752,042+$222,580+8.80%
Northwestern Mutual Wealth Management Co0.00%44,254$2,387,503$2,965,903+$578,400+24.23%
Pks Advisory Services, Llc0.50%39,551$2,133,793$2,650,708+$516,915+24.23%
Nicolet Bankshares Inc0.07%37,565$2,026,631$2,517,606+$490,975+24.23%
Kellett Wealth Advisors, Llc0.90%31,451$1,937,411$2,107,846+$170,435+8.80%
Iron Financial Llc0.77%30,477$1,877,360$2,042,569+$165,209+8.80%
Kingsview Wealth Management, Llc0.02%33,241$1,793,368$2,227,812+$434,444+24.23%
Western Wealth Management, Llc0.06%30,986$1,671,699$2,076,682+$404,983+24.23%
World Investment Advisors0.02%27,355$1,475,786$1,833,332+$357,546+24.23%

Frequently asked questions about DIVB

  • Who owns the most DIVB stock?

    The largest holders of DIVB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE DIVIDEND ETF (DIVB).

  • Is DIVB widely held by superinvestors?

    Many widely followed stocks like DIVB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DIVB is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.