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Disclosery

DIVB ISHARES TR

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CORE DIVID ETF (fund)

109 managers (109 13F filers) reported a position in DIVB shares at 2024-12-31, 7,749,988 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
109
13F filers
109
New
10
Added
57
Reduced
18
Sold out
7
Shares held by filers
7,749,988

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,681,458$79.7M0.03%+315,00713F-HRTimeline
SEGALL BRYANT & HAMILL, LLC507,552$24.1M0.33%-22,31113F-HRTimeline
Foguth Wealth Management, LLC.478,703$23.6M6.19%+157,25613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP510,304$23.5M0.04%-21,16513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/488,284$23.1M<0.01%+52,26213F-HRTimelineGroup
Signal Advisors Wealth, LLC417,889$19.8M2.24%+104,97913F-HRTimeline
IFG Advisory, LLC399,477$18.9M1.07%+73,01013F-HRTimeline
Steward Partners Investment Advisory, L…376,187$17.8M0.16%+12,78213F-HRTimeline
World Investment Advisors219,061$10.4M0.28%+6,67413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,234$9.63M<0.01%13F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.152,460$7.23M0.78%13F-HRTimeline
Cetera Investment Advisers138,874$6.58M0.01%+13,43013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC135,948$6.44M0.01%+78,42113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC134,363$6.37M0.03%+96,96413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA127,974$6.07M<0.01%+86,31813F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC112,000$5.31M2.94%new13F-HRTimeline
Cedar Mountain Advisors, LLC94,635$4.49M0.99%-51013F-HRTimeline
Compass Financial Services Inc92,676$4.39M2.49%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO82,421$3.91M<0.01%+16,92013F-HRTimelineGroup
Advisors Capital Management, LLC71,226$3.38M0.05%-78813F-HRTimeline
Independent Advisor Alliance69,683$3.3M0.04%new13F-HRTimeline
MIdWestOne Financial Group, Inc.67,580$3.2M0.45%+8,93013F-HRTimeline
Cambridge Investment Research Advisors,…62,304$2.95M0.01%+14,74513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors61,843$2.93M1.58%13F-HRTimelineGroup
Argent Trust Co56,738$2.69M0.11%013F-HRTimeline
Taylor Financial Group, Inc.56,264$2.67M1.85%+3,56313F-HRTimeline
Breakwater Capital Group55,492$2.63M0.52%+3,90113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC54,779$2.6M0.09%+1,12013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY50,980$2.42M<0.01%+11,23513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,309$2.2M<0.01%-39,93113F-HRTimelineGroup
Sanctuary Advisors, LLC40,190$2M0.01%+6,16013F-HRTimeline
IHT Wealth Management, LLC39,258$1.86M0.06%+3,72113F-HRTimeline
Galvin, Gaustad & Stein, LLC36,352$1.72M0.15%+1,09013F-HRTimeline
Larson Financial Group LLC32,006$1.52M0.08%+5,27813F-HRTimeline
Prepared Retirement Institute LLC30,403$1.44M0.82%+5,37813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,838$1.37M<0.01%+10,51613F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,954$1.18M0.02%new13F-HRTimelineGroup
Sovran Advisors, LLC24,565$1.17M0.17%13F-HRTimeline
KPP Advisory Services LLC23,795$1.13M0.27%+2,56513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,831$1.08M0.03%+5,24013F-HRTimelineGroup
Atria Wealth Solutions, Inc.22,342$1.06M0.01%-2,05713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC21,661$1.03M0.05%+1,87513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,787$985K<0.01%+15,43413F-HRTimelineGroup
Tempus Wealth Planning, LLC19,681$933K0.28%+20713F-HRTimeline
Princeton Global Asset Management LLC18,364$870K0.16%-63313F-HRTimeline
Continuum Advisory, LLC16,994$806K0.1%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,953$756K<0.01%+2,75613F-HR/ATimeline
Financial Advocates Investment Manageme…14,859$704K0.04%+33613F-HRTimeline
Western Wealth Management, LLC14,854$704K0.05%+73813F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,786$701K0.01%+99413F-HRTimelineGroup
Integrated Wealth Concepts LLC13,181$625K0.01%+6,81813F-HRTimeline
Kingsview Wealth Management, LLC12,091$573K0.01%+2,85313F-HRTimeline
Janney Montgomery Scott LLC11,003$522K<0.01%+3,62313F-HRTimeline
CRUX WEALTH ADVISORS10,678$506K0.28%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,544$500K<0.01%+3113F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV10,305$488K0.26%+10013F-HRTimeline
Kellett Wealth Advisors, LLC9,767$463K0.32%-5,15013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,705$460K<0.01%-3,74313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC8,944$424K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,425$399K0.01%+90013F-HRTimelineGroup
Meridian Financial Advisors, LLC7,720$366K0.25%+1213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,310$346K<0.01%new13F-HRTimelineGroup
Csenge Advisory Group7,270$345K0.02%+38413F-HRTimeline
Intrua Financial, LLC6,895$327K0.05%-1,62013F-HRTimeline
PFG Private Wealth Management, LLC6,871$326K0.19%013F-HRTimeline
CoreCap Advisors, LLC6,469$307K0.01%+50113F-HRTimeline
Capital Advisors, Ltd. LLC6,373$302K0.04%013F-HRTimeline
Focus Financial Network, Inc.6,342$301K0.01%-1,80713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,277$298K<0.01%+4713F-HRTimelineGroup
RMR Wealth Builders6,132$291K0.03%+2913F-HR/ATimeline
Advisory Services Network, LLC5,995$284K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,400$256K<0.01%+1,77013F-HRTimelineGroup
Shepherd Financial Partners LLC5,097$242K0.03%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,086$241K0.04%-2,51813F-HRTimelineGroup
Aptus Capital Advisors, LLC4,915$233K<0.01%+4,88513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,846$230K0.04%+3613F-HRTimeline
KWB Wealth4,666$226K0.03%-18813F-HRTimeline
Mariner, LLCin group Mariner, LLC4,713$223K<0.01%+2213F-HRTimelineGroup
Key Financial Inc4,693$222K0.05%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,500$213K0.06%013F-HRTimeline
Global Retirement Partners, LLC4,390$208K0.01%+58613F-HRTimeline
MML INVESTORS SERVICES, LLC4,300$204K<0.01%-89013F-HRTimeline
TruWealth Advisors, LLC4,235$201K0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,575$169K0.01%+3,37013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,386$159K0.03%+1,09113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,052$145K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA2,558$121K0.01%+2,32313F-HRTimeline
FMR LLCin group FMR LLC2,252$107K<0.01%-34913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,584$75.1K<0.01%-15813F-HRTimeline
GPS Wealth Strategies Group, LLC1,121$53.1K0.01%+1,00413F-HRTimeline
Element Wealth, LLC1,038$49.2K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$47.4K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC668$31.7K<0.01%13F-HRTimeline
NewEdge Advisors, LLC624$29.6K<0.01%+15013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.612$29.1K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC559$26.5K<0.01%+50113F-HRTimeline
Sunbelt Securities, Inc.555$26.2K<0.01%+413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/515$24.4K<0.01%+39313F-HRTimelineGroup
GeoWealth Management, LLC424$20.1K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton392$18.6K<0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.230$10.9K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…220$10.4K<0.01%013F-HRTimeline
AE Wealth Management LLC130$6.16K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66$3.13K<0.01%-10513F-HRTimelineGroup
Golden State Wealth Management, LLC62$2.98K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46$2.17K<0.01%-94213F-HRTimelineGroup
REAP Financial Group, LLC10$474<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC0$6<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.