DIVB Institutional Ownership & Shareholders
ISHARES CORE DIVIDEND ETF (DIVB) is currently held by 189 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of DIVB tracked by InsiderSet, reporting ownership valued at approximately $255.37M in its June 30, 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 $293.31M, representing an estimated gain of +14.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
189
Total Reported Value
$1.01B
Largest Holder
Lpl Financial Llc
Largest Position
$255.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.06% | 4,145,676 | $255,373,651 | $293,306,577 | +$37,932,926 | +14.85% | |
| Bank Of America Corp | 0.01% | 1,416,943 | $87,283,717 | $100,248,717 | +$12,965,000 | +14.85% | |
| Steward Partners Investment Advisory, Llc | 0.25% | 803,310 | $49,483,913 | $56,834,183 | +$7,350,270 | +14.85% | |
| Iag Wealth Partners, Llc | 3.10% | 508,870 | $31,346,350 | $36,002,553 | +$4,656,203 | +14.85% | |
| San Luis Wealth Advisors Llc | 3.67% | 390,254 | $25,175,273 | $27,610,471 | +$2,435,198 | +9.67% | |
| Foguth Wealth Management, Llc. | 2.44% | 350,262 | $24,098,049 | $24,781,037 | +$682,988 | +2.83% | |
| Corient Private Wealth Llc | 0.03% | 365,095 | $22,489,866 | $25,830,471 | +$3,340,605 | +14.85% | |
| Segall Bryant & Hamill, Llc | 0.27% | 365,095 | $22,489,866 | $25,830,471 | +$3,340,605 | +14.85% | |
| Kestra Advisory Services, Llc | 0.06% | 343,439 | $22,155,231 | $24,298,309 | +$2,143,078 | +9.67% | |
| Sunburst Financial Group, Llc | 3.28% | 311,354 | $20,085,448 | $22,028,296 | +$1,942,848 | +9.67% | |
| Aptus Capital Advisors, Llc | 0.14% | 320,755 | $19,758,508 | $22,693,416 | +$2,934,908 | +14.85% | |
| Commonwealth Equity Services, Llc | 0.02% | 256,670 | $16,557,810 | $18,159,403 | +$1,601,593 | +9.67% | |
| Aspire Capital Advisors Llc | 3.07% | 256,195 | $15,781,596 | $18,125,796 | +$2,344,200 | +14.85% | |
| Ifg Advisory, Llc | 0.55% | 254,762 | $15,693,358 | $18,024,412 | +$2,331,054 | +14.85% | |
| Legacy Wealth Partners, Llc | 3.26% | 233,415 | $15,057,602 | $16,514,111 | +$1,456,509 | +9.67% | |
| Welch Financial Planning, Llc | 8.42% | 234,487 | $14,444,399 | $16,589,955 | +$2,145,556 | +14.85% | |
| Cetera Investment Advisers | 0.01% | 231,857 | $14,282,368 | $16,403,883 | +$2,121,515 | +14.85% | |
| Absolute Capital Management, Llc | 2.88% | 192,075 | $12,390,757 | $13,589,306 | +$1,198,549 | +9.67% | |
| Advisors Capital Management, Llc | 0.12% | 186,523 | $11,489,840 | $13,196,502 | +$1,706,662 | +14.85% | |
| Cresset Asset Management, Llc | 0.04% | 180,353 | $11,109,758 | $12,759,975 | +$1,650,217 | +14.85% | |
| Morgan Stanley | 0.00% | 155,471 | $9,577,039 | $10,999,573 | +$1,422,534 | +14.85% | |
| Concurrent Investment Advisors, Llc | 0.06% | 127,924 | $8,252,374 | $9,050,623 | +$798,249 | +9.67% | |
| Farther Finance Advisors, Llc | 0.06% | 125,878 | $8,120,372 | $8,905,869 | +$785,497 | +9.67% | |
| Integrity Alliance, Llc. | 0.24% | 121,208 | $7,819,180 | $8,575,466 | +$756,286 | +9.67% | |
| Jpmorgan Chase & Co | 0.00% | 123,985 | $7,693,327 | $8,771,939 | +$1,078,612 | +14.02% | |
| Royal Bank Of Canada | 0.00% | 123,465 | $7,605,000 | $8,735,149 | +$1,130,149 | +14.86% | |
| Compass Financial Services Inc | 2.79% | 121,351 | $7,475,206 | $8,585,583 | +$1,110,377 | +14.85% | |
| Raymond James Financial Inc | 0.00% | 110,438 | $6,802,952 | $7,813,489 | +$1,010,537 | +14.85% | |
| Envestnet Asset Management Inc | 0.00% | 106,231 | $6,543,808 | $7,515,843 | +$972,035 | +14.85% | |
| Breakwater Capital Group | 0.76% | 99,250 | $6,402,622 | $7,021,938 | +$619,316 | +9.67% | |
| Cedar Mountain Advisors, Llc | 1.08% | 98,948 | $6,383,129 | $7,000,571 | +$617,442 | +9.67% | |
| Two Sigma Investments, Lp | 0.00% | 99,900 | $6,153,840 | $7,067,925 | +$914,085 | +14.85% | |
| Blake Schutter Theil Wealth Advisors, Llc | 3.90% | 87,992 | $5,676,333 | $6,225,434 | +$549,101 | +9.67% | |
| Taylor Financial Group, Inc. | 3.07% | 87,095 | $5,618,470 | $6,161,971 | +$543,501 | +9.67% | |
| Great Valley Advisor Group, Inc. | 0.08% | 84,559 | $5,209,288 | $5,982,549 | +$773,261 | +14.84% | |
| Peoples Bank | 2.21% | 74,096 | $4,779,933 | $5,242,292 | +$462,359 | +9.67% | |
| Janney Montgomery Scott Llc | 0.01% | 75,363 | $4,642,000 | $5,331,932 | +$689,932 | +14.86% | |
| Flagship Harbor Advisors, Llc | 0.17% | 71,173 | $4,591,359 | $5,035,490 | +$444,131 | +9.67% | |
| Prepared Retirement Institute Llc | 1.80% | 68,554 | $4,222,901 | $4,850,196 | +$627,295 | +14.85% | |
| Independent Financial Group, Llc | 0.08% | 64,916 | $4,187,723 | $4,592,807 | +$405,084 | +9.67% | |
| Henderson Brothers Financial Partners, Llc | 1.96% | 67,200 | $4,139,524 | $4,754,400 | +$614,876 | +14.85% | |
| Iht Wealth Management, Llc | 0.08% | 60,330 | $3,716,318 | $4,268,348 | +$552,030 | +14.85% | |
| Private Advisor Group, Llc | 0.02% | 55,496 | $3,418,565 | $3,926,342 | +$507,777 | +14.85% | |
| Argent Trust Co | 0.10% | 55,382 | $3,411,532 | $3,918,277 | +$506,745 | +14.85% | |
| Pks Advisory Services, Llc | 0.52% | 52,371 | $3,225,722 | $3,705,248 | +$479,526 | +14.87% | |
| Larson Financial Group Llc | 0.08% | 51,004 | $3,141,834 | $3,608,533 | +$466,699 | +14.85% | |
| Sanctuary Advisors, Llc | 0.01% | 49,855 | $3,071,068 | $3,527,241 | +$456,173 | +14.85% | |
| Osaic Holdings, Inc. | 0.00% | 47,700 | $2,938,547 | $3,374,775 | +$436,228 | +14.85% | |
| Kellett Wealth Advisors, Llc | 0.96% | 40,705 | $2,625,873 | $2,879,879 | +$254,006 | +9.67% | |
| Galvin, Gaustad & Stein, Llc | 0.19% | 39,648 | $2,557,699 | $2,805,096 | +$247,397 | +9.67% |
Frequently asked questions about DIVB
Who are the largest institutional holders of DIVB?
The largest institutional holders of DIVB reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Steward Partners Investment Advisory, Llc, Iag Wealth Partners, Llc, and San Luis Wealth Advisors Llc. InsiderSet ranks institutional holders by their latest reported DIVB position.
What is DIVB institutional ownership?
This page tracks DIVB positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE DIVIDEND ETF (DIVB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DIVB?
InsiderSet currently tracks 189 institutional managers reporting DIVB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DIVB shareholders.
How much DIVB stock do institutions own?
Institutional investment managers disclosed approximately $1.01B in DIVB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DIVB institutional ownership last updated?
The latest DIVB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DIVB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DIVB position after the reporting date.
Are institutions buying or selling DIVB?
Institutional buying and selling can be analyzed by comparing DIVB positions across consecutive 13F reporting periods. InsiderSet's DIVB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DIVB ownership changes.
How has DIVB institutional ownership changed over time?
InsiderSet tracks DIVB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.