ISHARES TR (DIVB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
164
Reporting holders
$909.7M
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $255.4M | 4,145,676 | 0.06% | 29q | +18.6%+$40.1M |
| BANK OF AMERICA CORP /DE/ | $87.3M | 1,416,943 | 0.01% | 23q | +5.3%+$4.4M |
| Steward Partners Investment Advisory, LLC | $49.5M | 803,310 | 0.25% | 10q | +4.5%+$2.1M |
| Corient Private Wealth LP | $46.5M | 754,794 | 0.03% | 15q | +3793.1%+$45.3M |
| IAG Wealth Partners, LLC | $31.3M | 508,870 | 3.10% | 5q | -2.6%-$821.8K |
| SEGALL BRYANT & HAMILL, LLC | $22.5M | 365,095 | 0.27% | 8q | -1.3%-$296.4K |
| Foguth Wealth Management, LLC. | $22.4M | 352,106 | 2.55% | 8q | -30.2%-$9.7M |
| Aptus Capital Advisors, LLC | $19.8M | 320,755 | 0.14% | 16q | +4.3%+$809.7K |
| Sunburst Financial Group, LLC | $19.5M | 317,289 | 3.17% | 4q | +4.9%+$908.2K |
| San Luis Wealth Advisors LLC | $19.1M | 309,592 | 2.87% | 5q | +0.5%+$103.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.9M | 258,898 | 0.02% | 19q | +4.1%+$625.1K |
| Aspire Capital Advisors LLC | $15.8M | 256,195 | 3.07% | 6q | +4.4%+$662.1K |
| IFG Advisory, LLC | $15.7M | 254,762 | 0.55% | new | NEW |
| Welch Financial Planning, LLC | $14.4M | 234,487 | 8.42% | 3q | +1.3%+$180.5K |
| Cetera Investment Advisers | $14.3M | 231,857 | 0.01% | 10q | -58.3%-$19.9M |
| Advisors Capital Management, LLC | $11.5M | 186,523 | 0.12% | 12q | -2.1%-$252.1K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $11.4M | 184,304 | 2.83% | 7q | HELD |
| Cresset Asset Management, LLC | $11.1M | 180,353 | 0.04% | 3q | +2.7%+$296.0K |
| MORGAN STANLEY | $9.6M | 155,471 | 0.00% | 21q | +13.0%+$1.1M |
| Kestra Advisory Services, LLC | $9.0M | 146,129 | 0.03% | 10q | -48.5%-$8.5M |
| Farther Finance Advisors, LLC | $8.4M | 136,359 | 0.07% | 5q | -20.2%-$2.1M |
| JPMORGAN CHASE & CO | $7.7M | 123,985 | 0.00% | 15q | HELD |
| ROYAL BANK OF CANADA | $7.6M | 123,465 | 0.00% | 29q | +30.8%+$1.8M |
| Compass Financial Services Inc | $7.5M | 121,351 | 2.79% | 7q | +5.4%+$383.0K |
| INTEGRITY ALLIANCE, LLC. | $7.3M | 117,737 | 0.23% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $6.8M | 110,438 | 0.00% | 7q | +69.7%+$2.8M |
| ENVESTNET ASSET MANAGEMENT INC | $6.5M | 106,231 | 0.00% | 15q | +57.8%+$2.4M |
| Cedar Mountain Advisors, LLC | $6.4M | 104,443 | 1.11% | 18q | HELD |
| Breakwater Capital Group | $6.2M | 100,714 | 0.74% | 15q | -1.8%-$114.1K |
| TWO SIGMA INVESTMENTS, LP | $6.2M | 99,900 | 0.00% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $5.8M | 94,537 | 0.27% | 6q | -0.8%-$46.4K |
| Blake Schutter Theil Wealth Advisors, LLC | $5.7M | 92,469 | 3.85% | 4q | +13.7%+$686.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.2M | 84,559 | 0.08% | 6q | +18.9%+$829.8K |
| Taylor Financial Group, Inc. | $5.0M | 80,488 | 2.73% | 11q | +4.5%+$215.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $4.5M | 73,293 | 0.17% | 10q | +10.7%+$437.2K |
| Prepared Retirement Institute LLC | $4.2M | 68,554 | 1.80% | 9q | +13.1%+$490.5K |
| Henderson Brothers Financial Partners, LLC | $4.1M | 67,200 | 1.96% | 3q | -50.0%-$4.1M |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.8M | 62,087 | 0.07% | 6q | -3.9%-$154.3K |
| IHT Wealth Management, LLC | $3.7M | 60,330 | 0.08% | 8q | +26.9%+$788.0K |
| Private Advisor Group, LLC | $3.4M | 55,496 | 0.02% | 2q | +781.3%+$3.0M |
| Argent Trust Co | $3.4M | 55,382 | 0.10% | 25q | HELD |
| PKS Advisory Services, LLC | $3.2M | 52,371 | 0.51% | 2q | +32.4%+$789.6K |
| Larson Financial Group LLC | $3.1M | 51,004 | 0.08% | 9q | +7.8%+$226.3K |
| Sanctuary Advisors, LLC | $3.1M | 49,855 | 0.01% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $2.9M | 47,700 | 0.00% | 26q | -27.8%-$1.1M |
| PEOPLES BANK /OH | $2.6M | 42,360 | 1.34% | 5q | +33.8%+$658.5K |
| Galvin, Gaustad & Stein, LLC | $2.5M | 41,063 | 0.19% | 15q | +3.8%+$93.0K |
| Western Wealth Management, LLC | $2.5M | 40,284 | 0.08% | 10q | +30.0%+$572.8K |
| PRINCIPAL SECURITIES, INC. | $2.4M | 38,545 | 0.03% | new | NEW |
| MML INVESTORS SERVICES, LLC | $2.2M | 36,088 | 0.00% | 4q | +34.8%+$573.5K |
| NICOLET BANKSHARES INC | $2.2M | 35,919 | 0.07% | 2q | -4.4%-$101.4K |
| Kingsview Wealth Management, LLC | $2.0M | 32,691 | 0.02% | 18q | -1.7%-$33.9K |
| Kellett Wealth Advisors, LLC | $1.9M | 31,451 | 0.90% | 19q | +5.4%+$98.6K |
| IRON Financial LLC | $1.9M | 30,477 | 0.77% | 5q | -5.5%-$109.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 28,896 | 0.00% | 16q | +84.1%+$813.0K |
| World Investment Advisors | $1.5M | 27,355 | 0.02% | 8q | HELD |
| NorthRock Partners, LLC | $1.5M | 23,667 | 0.02% | 5q | +27.4%+$313.9K |
| WELLS FARGO & COMPANY/MN | $1.4M | 22,962 | 0.00% | 15q | +23.3%+$267.7K |
| Sovran Advisors, LLC | $1.4M | 21,131 | 0.10% | 7q | -0.8%-$11.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.4M | 22,671 | 0.03% | new | NEW |
| Princeton Global Asset Management LLC | $1.4M | 22,544 | 0.20% | 19q | +11.3%+$141.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 21,502 | 0.00% | new | NEW |
| Foundations Investment Advisors, LLC | $1.3M | 21,371 | 0.01% | 5q | +48.8%+$431.6K |
| Arax Advisory Partners | $1.3M | 21,008 | 0.01% | new | NEW |
| ADG Wealth Management Group, LLC | $1.3M | 20,846 | 0.82% | 6q | +2.2%+$27.3K |
| Vestmark Advisory Solutions, Inc. | $1.3M | 20,820 | 0.01% | new | NEW |
| CreativeOne Wealth, LLC | $1.2M | 20,018 | 0.03% | 8q | +6.0%+$69.6K |
| Gladstone Institutional Advisory LLC | $1.2M | 19,921 | 0.04% | 6q | +9.9%+$110.4K |
| MidAtlantic Capital Management, Inc. | $1.2M | 19,498 | 0.75% | 5q | +14.0%+$147.8K |
| XTX Topco Ltd | $1.2M | 19,156 | 0.02% | new | NEW |
| Mariner, LLC | $1.1M | 17,529 | 0.00% | 8q | -72.6%-$2.9M |
| Continuum Advisory, LLC | $1.1M | 17,215 | 0.09% | 13q | HELD |
| Stratos Wealth Partners, LTD. | $963.8K | 15,646 | 0.01% | 10q | -0.7%-$6.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $956.2K | 15,523 | 0.00% | 8q | -64.9%-$1.8M |
| CITADEL ADVISORS LLC | $912.7K | 14,816 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $910.5K | 14,782 | 0.00% | 14q | +13.4%+$107.2K |
| Quotient Wealth Partners, LLC | $893.2K | 14,500 | 0.02% | 2q | -2.9%-$27.0K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $833.3K | 13,527 | 0.20% | 6q | HELD |
| Integrity Advisory Solutions, LLC | $825.4K | 13,399 | 0.08% | 4q | +13.6%+$98.6K |
| Dana Investment Advisors, Inc. | $791.2K | 12,844 | 0.02% | 6q | +4.3%+$32.9K |
| Clark Capital Management Group, Inc. | $737.9K | 11,979 | 0.00% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $731.5K | 11,509 | 0.00% | 11q | -2.7%-$20.0K |
| WIREGRASS INVESTMENT MANAGEMENT LLC | $699.9K | 11,362 | 0.48% | 3q | +123.9%+$387.3K |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | $674.8K | 10,955 | 0.28% | 19q | +1.9%+$12.3K |
| Merit Financial Group, LLC | $671.0K | 10,894 | 0.00% | 2q | +48.1%+$218.1K |
| STIFEL FINANCIAL CORP | $627.8K | 10,191 | 0.00% | 2q | +153.7%+$380.4K |
| AQR CAPITAL MANAGEMENT LLC | $610.5K | 9,910 | 0.00% | new | NEW |
| Nuveen, LLC | $594.4K | 9,650 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $593.3K | 9,632 | 0.01% | 7q | +1.2%+$7.3K |
| CITIZENS FINANCIAL GROUP INC/RI | $590.2K | 9,581 | 0.01% | 5q | HELD |
| Tempus Wealth Planning, LLC | $575.3K | 9,339 | 0.11% | 10q | -9.2%-$58.0K |
| Capital Asset Advisory Services LLC | $573.1K | 9,304 | 0.02% | 5q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $573.1K | 9,304 | 0.01% | new | NEW |
| KPP Advisory Services LLC | $545.4K | 8,853 | 0.07% | 8q | -9.3%-$55.9K |
| Meridian Financial Advisors, LLC | $531.7K | 8,631 | 0.26% | 13q | +17.0%+$77.4K |
| Equitable Holdings, Inc. | $507.8K | 8,244 | 0.00% | 6q | +23.8%+$97.6K |
| Collier Financial | $502.0K | 8,149 | 0.34% | 5q | -13.4%-$77.6K |
| HARBOUR INVESTMENTS, INC. | $499.8K | 8,114 | 0.01% | 17q | +41.3%+$146.2K |
| Total Clarity Wealth Management, Inc. | $492.4K | 7,994 | 0.10% | 2q | +60.4%+$185.4K |
| GUYASUTA INVESTMENT ADVISORS INC | $474.3K | 7,700 | 0.02% | 2q | +25.4%+$96.2K |
Showing the largest 100 of 170 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 164 | $909.7M | 14,757,629 | 26 | 72 | 31 | 0.0% |
| Q1 2026 | 149 | $682.4M | 12,648,278 | 21 | 65 | 37 | 0.0% |
| Q4 2025 | 143 | $801.2M | 15,063,640 | 14 | 58 | 37 | 0.0% |
| Q3 2025 | 135 | $581.4M | 11,130,113 | 16 | 59 | 38 | 0.0% |
| Q2 2025 | 132 | $588.5M | 11,695,491 | 25 | 49 | 33 | 0.0% |
| Q1 2025 | 117 | $426.1M | 8,778,929 | 24 | 54 | 19 | 0.0% |
| Q4 2024 | 102 | $354.9M | 7,479,931 | 12 | 47 | 18 | 0.0% |
| Q3 2024 | 93 | $295.0M | 6,088,134 | 19 | 39 | 15 | 0.0% |
| Q2 2024 | 78 | $186.1M | 4,207,202 | 10 | 27 | 23 | 0.0% |
| Q1 2024 | 71 | $160.3M | 3,601,935 | 14 | 25 | 16 | 0.0% |
| Q4 2023 | 62 | $137.5M | 3,347,169 | 13 | 19 | 10 | 0.0% |
| Q3 2023 | 55 | $109.2M | 2,933,427 | 8 | 14 | 16 | 0.0% |
| Q2 2023 | 54 | $133.1M | 3,478,004 | 6 | 15 | 16 | 0.0% |
| Q1 2023 | 56 | $132.7M | 3,554,581 | 8 | 21 | 16 | 0.0% |
| Q4 2022 | 54 | $112.2M | 2,989,699 | 15 | 18 | 10 | 0.0% |
| Q3 2022 | 56 | $126.1M | 3,722,822 | 4 | 22 | 20 | 0.0% |
| Q2 2022 | 62 | $125.2M | 3,451,162 | 13 | 23 | 16 | 0.0% |
| Q1 2022 | 61 | $144.5M | 3,459,106 | 25 | 21 | 9 | 0.0% |
| Q4 2021 | 39 | $105.6M | 2,469,419 | 14 | 13 | 5 | 0.0% |
| Q3 2021 | 26 | $62.8M | 1,603,672 | 7 | 12 | 3 | 0.0% |
| Q2 2021 | 22 | $50.2M | 1,278,506 | 8 | 6 | 2 | 0.0% |
| Q1 2021 | 15 | $39.3M | 1,062,820 | 4 | 4 | 2 | 0.0% |
| Q4 2020 | 11 | $30.7M | 927,207 | 1 | 5 | 0 | 0.0% |
| Q3 2020 | 13 | $24.3M | 846,228 | 1 | 3 | 3 | 0.0% |
| Q2 2020 | 13 | $22.4M | 820,242 | 5 | 3 | 2 | 0.0% |
| Q1 2020 | 9 | $10.0M | 432,923 | 2 | 0 | 2 | 0.0% |
| Q4 2019 | 10 | $1.6M | 51,671 | 1 | 3 | 3 | 0.0% |
| Q3 2019 | 9 | $1.9M | 66,323 | 1 | 3 | 1 | 0.0% |
| Q2 2019 | 8 | $1.4M | 48,958 | 3 | 1 | 0 | 0.0% |
| Q1 2019 | 8 | $351.9K | 13,164 | 2 | 2 | 1 | 0.0% |
| Q4 2018 | 6 | $481.0K | 20,361 | 0 | 1 | 0 | 0.0% |