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Disclosery

DIVB ISHARES TR

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CORE DIVID ETF (fund)

125 managers (125 13F filers) reported a position in DIVB shares at 2025-03-31, 9,059,859 shares in all. 25 filers opened a position and 10 filers sold out during the quarter.

Managers
125
13F filers
125
New
25
Added
61
Reduced
23
Sold out
10
Shares held by filers
9,059,859

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,973,635$95.8M0.04%+292,17713F-HRTimeline
Foguth Wealth Management, LLC.644,020$31.2M7.58%+165,31713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/607,939$29.5M<0.01%+119,65513F-HRTimelineGroup
Signal Advisors Wealth, LLC602,314$29.2M2.86%+184,42513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP451,867$21.9M0.04%-58,43713F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC448,599$21.8M0.33%-58,95313F-HRTimeline
Steward Partners Investment Advisory, L…410,519$19.9M0.18%+34,33213F-HRTimeline
IFG Advisory, LLC327,026$15.9M0.88%-72,45113F-HRTimeline
INTEGRITY ALLIANCE, LLC.285,959$13.9M0.55%+133,49913F-HRTimeline
Masso Torrence Wealth Management Inc.225,273$10.9M5.84%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA204,272$9.91M<0.01%+76,29813F-HR/ATimelineGroup
Aspire Capital Advisors LLC176,820$8.58M2.56%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,826$8.53M0.01%+39,87813F-HRTimeline
Cetera Investment Advisers145,174$7.04M0.01%+6,30013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC121,000$5.87M3.39%+9,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…117,499$5.7M0.01%+96,71213F-HRTimelineGroup
Compass Financial Services Inc104,750$5.08M2.67%+12,07413F-HRTimeline
Cedar Mountain Advisors, LLC95,564$4.64M1.04%+92913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84,774$4.11M<0.01%+2,35313F-HRTimelineGroup
Financial Advocates Investment Manageme…78,171$3.79M0.27%+63,31213F-HRTimeline
MIdWestOne Financial Group, Inc.75,276$3.65M0.52%+7,69613F-HRTimeline
Advisors Capital Management, LLC72,751$3.53M0.05%+1,52513F-HRTimeline
Henderson Brothers Financial Partners, …65,980$3.51M1.76%13F-HRTimeline
Cambridge Investment Research Advisors,…70,207$3.41M0.01%+7,90313F-HRTimeline
Breakwater Capital Group63,606$3.09M0.55%+8,11413F-HRTimeline
Taylor Financial Group, Inc.62,113$3.01M2.1%+5,84913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY59,326$2.88M<0.01%+8,34613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,702$2.75M0.01%-77,66113F-HRTimelineGroup
Argent Trust Co56,651$2.75M0.11%-8713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC55,567$2.7M0.09%+78813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,089$2.38M<0.01%-154,14513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,398$2.35M<0.01%+2,08913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,446$2.11M<0.01%new13F-HR/ATimelineGroup
IHT Wealth Management, LLC43,180$2.1M0.07%+3,92213F-HRTimeline
Galvin, Gaustad & Stein, LLC42,787$2.08M0.19%+6,43513F-HRTimeline
Mariner, LLCin group Mariner, LLC41,128$2M<0.01%+36,41513F-HRTimelineGroup
Sanctuary Advisors, LLC39,831$1.93M0.01%-35913F-HRTimeline
Larson Financial Group LLC35,345$1.71M0.08%+3,33913F-HRTimeline
Prepared Retirement Institute LLC34,871$1.69M1.08%+4,46813F-HRTimeline
SFG Wealth Management, LLC.32,630$1.58M0.77%new13F-HRTimeline
World Investment Advisors32,054$1.56M0.04%-187,00713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,517$1.53M<0.01%+2,67913F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP31,040$1.51M0.11%new13F-HRTimeline
KPP Advisory Services LLC27,733$1.35M0.26%+3,93813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC24,528$1.19M0.06%+2,86713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,610$1.15M<0.01%+23,54413F-HRTimelineGroup
Sovran Advisors, LLC24,815$1.12M0.14%+25013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,961$1.11M0.03%+13013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21,274$1.03M0.03%-3,68013F-HRTimelineGroup
Princeton Global Asset Management LLC21,209$1.03M0.2%+2,84513F-HRTimeline
Tempus Wealth Planning, LLC19,682$955K0.29%+113F-HRTimeline
Janney Montgomery Scott LLC19,089$926K<0.01%+8,08613F-HRTimeline
Western Wealth Management, LLC18,948$919K0.06%+4,09413F-HRTimeline
ADG Wealth Management Group, LLC18,180$882K0.83%new13F-HRTimeline
Kingsview Wealth Management, LLC17,509$850K0.02%+5,41813F-HRTimeline
Continuum Advisory, LLC16,994$825K0.11%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,925$821K<0.01%+97213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,513$753K0.01%+72713F-HRTimelineGroup
Integrity Investment Advisors, LLC13,721$666K0.61%13F-HRTimeline
Integrated Wealth Concepts LLC13,695$664K0.01%+51413F-HRTimeline
Kellett Wealth Advisors, LLC12,767$619K0.43%+3,00013F-HRTimeline
Atria Wealth Solutions, Inc.12,274$596K0.01%-10,06813F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,807$573K0.02%+2,86313F-HRTimeline
CRUX WEALTH ADVISORS10,949$531K0.28%+27113F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV10,825$525K0.29%+52013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,000$485K0.19%new13F-HRTimeline
Dana Investment Advisors, Inc.8,812$428K0.02%new13F-HRTimeline
Meridian Financial Advisors, LLC8,030$390K0.27%+31013F-HRTimeline
AdvisorNet Financial, Inc7,674$372K0.03%+4,09913F-HRTimeline
Private Advisor Group, LLC7,410$360K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,037$341K0.01%-1,38813F-HRTimelineGroup
PFG Private Wealth Management, LLC6,871$333K0.18%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,723$326K<0.01%+44613F-HRTimelineGroup
Gladstone Institutional Advisory LLC6,681$324K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,649$322K0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,480$314K<0.01%-4,06413F-HRTimeline
Sequoia Financial Advisors, LLC6,432$312K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC6,351$308K0.01%-11813F-HRTimeline
Focus Financial Network, Inc.6,299$306K0.01%-4313F-HRTimeline
Orion Porfolio Solutions, LLC6,281$305K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC6,281$305K<0.01%new13F-HR/ATimeline
Capital Advisors, Ltd. LLC6,177$300K0.04%-19613F-HRTimeline
Csenge Advisory Group6,347$285K0.02%-92313F-HRTimeline
RMR Wealth Builders5,738$278K0.03%-39413F-HRTimeline
Collier Financial5,692$276K0.23%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,400$262K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,388$261K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC5,366$260K0.01%-62913F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,194$252K0.15%-56,64913F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC5,143$248K0.04%+1,75713F-HRTimeline
Shepherd Financial Partners LLC5,097$247K0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,078$246K<0.01%-2,23213F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC5,065$246K0.1%new13F-HRTimeline
TruWealth Advisors, LLC5,049$245K0.01%+81413F-HRTimeline
Aptus Capital Advisors, LLC4,909$238K<0.01%-613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,877$237K0.05%+3113F-HR/ATimeline
BEACON FINANCIAL GROUP4,821$234K0.03%new13F-HRTimeline
KWB Wealth4,908$233K0.03%+24213F-HRTimeline
Key Financial Inc4,693$228K0.05%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,500$218K0.07%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,232$205K<0.01%-6813F-HRTimeline
PRIVATE TRUST CO NA3,204$155K0.02%+64613F-HRTimeline
FMR LLCin group FMR LLC2,983$145K<0.01%+73113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,052$145K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,830$137K<0.01%+2,78413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,588$77.1K<0.01%+413F-HRTimeline
GPS Wealth Strategies Group, LLC1,472$71.4K0.01%+35113F-HRTimeline
Rosenberg Matthew Hamilton1,066$51.7K0.01%+67413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$48.5K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.1,000$48.5K0.03%new13F-HRTimeline
Bogart Wealth, LLC800$38.8K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.693$33.6K<0.01%+13813F-HRTimeline
NewEdge Advisors, LLC624$30.3K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB594$28.8K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC559$27.1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC299$14.5K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC256$12K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…220$10.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC171$8.3K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.95$4.61K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91$4.42K<0.01%-42413F-HRTimelineGroup
Golden State Wealth Management, LLC63$3.07K<0.01%+113F-HR/ATimeline
REAP Financial Group, LLC10$485<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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.