Vault-13

ISHARES TR DIVB

CORE DIVID ETF · ETP · CUSIP 46435U861

140 institutional holders +15 vs Q1 2025
12,121,36212.1m shares reported held*
$610.0mreported value*
26 new 58 added 35 reduced 11 sold out net bought ≈ $157.7m (+3.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.32. Options: 0 managers hold calls (— notional), 2 hold puts ($42.0k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 58Q4 22: 69Q1 23: 66Q2 23: 61Q3 23: 63Q4 23: 70Q1 24: 81Q2 24: 89Q3 24: 102Q4 24: 110Q1 25: 125Q2 25: 140140Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202258
Q4 202269
Q1 202366
Q2 202361
Q3 202363
Q4 202370
Q1 202481
Q2 202489
Q3 2024102
Q4 2024110
Q1 2025125
Q2 2025140

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 26 bought or addedQ3 23: 25 cut or sold outQ4 23: 34 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 45 bought or addedQ1 24: 23 cut or sold outQ2 24: 44 bought or addedQ2 24: 30 cut or sold outQ2 24Q3 24: 66 bought or addedQ3 24: 26 cut or sold outQ4 24: 66 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 86 bought or addedQ1 25: 34 cut or sold outQ2 25: 84 bought or addedQ2 25: 46 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232625
Q4 20233422
Q1 20244523
Q2 20244430
Q3 20246626
Q4 20246626
Q1 20258634
Q2 20258446

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60k$80kQ3 24 calls: $0Q3 24 puts: $24.0kQ3 24P/C —Q4 24 calls: $0Q4 24 puts: $74.0kQ4 24P/C —Q1 25 calls: $0Q1 25 puts: $12.0kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $42.0kQ2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$24.0k—
Q4 2024$0$74.0k—
Q1 2025$0$12.0k—
Q2 2025$0$42.0k—

Biggest buyers

Paradiem, LLC New +1,560,380+1.6m
IAG Wealth Partners, LLC New +512,957+513.0k
Cetera Investment Advisers Added +284,793+284.8k
LPL Financial LLC Added +281,226+281.2k
Steward Partners Investment Advisory, LLC Added +219,781+219.8k
San Luis Wealth Advisors LLC New +158,542+158.5k
Kestra Advisory Services, LLC Added +122,639+122.6k
BANK OF AMERICA CORP /DE/ Added +100,621+100.6k
MONEY CONCEPTS CAPITAL CORP Added +49,775+49.8k
JPMORGAN CHASE & CO Added +46,000+46.0k

Biggest sellers

Foguth Wealth Management, LLC. Reduced -129,857-129.9k
INTEGRITY ALLIANCE, LLC. Reduced -120,326-120.3k
Signal Advisors Wealth, LLC Reduced -98,101-98.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -88,731-88.7k
GOLDMAN SACHS GROUP INC Sold out -43,446-43.4k
SFG Wealth Management, LLC. Sold out -32,630-32.6k
Cambridge Investment Research Advisors, Inc. Reduced -31,678-31.7k
OPPENHEIMER & CO INC Sold out -15,513-15.5k
Tower Research Capital LLC (TRC) Reduced -12,833-12.8k
Atria Wealth Solutions, Inc. Sold out -12,274-12.3k

Biggest calls

None

Biggest puts

SIMPLEX TRADING, LLC Added $42.0k1.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,254,8612.3m $113.5m $113.5m 0.04% Added +281.2k +281,226
2 Paradiem, LLC 19.82% of their portfolio COVINGTON, LA 1,560,3801.6m $78.5m $78.5m 19.82% New
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 708,560708.6k $35.7m $35.7m 0.00% Added +100.6k +100,621
4 Steward Partners Investment Advisory, LLC 0.25% of their portfolio STAMFORD, CT 630,300630.3k $31.7m $31.7m 0.25% Added +219.8k +219,781
5 Foguth Wealth Management, LLC. 5.54% of their portfolio BRIGHTON, MI 514,163514.2k $25.9m $25.9m 5.54% Reduced -129.9k -129,857
6 IAG Wealth Partners, LLC 3.42% of their portfolio WAUKESHA, WI 512,957513.0k $25.8m $25.8m 3.42% New
7 Signal Advisors Wealth, LLC 1.98% of their portfolio DETROIT, MI 504,213504.2k $25.4m $25.4m 1.98% Reduced -98.1k -98,101
8 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 453,781453.8k $22.8m $22.8m 0.03% Added +1.9k +1,914
9 SEGALL BRYANT & HAMILL, LLC 0.31% of their portfolio CHICAGO, IL 437,301437.3k $22.0m $22.0m 0.31% Reduced -11.3k -11,298
10 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 429,967430.0k $21.6m $21.6m 0.04% Added +284.8k +284,793
11 IFG Advisory, LLC 0.82% of their portfolio ATLANTA, GA 324,168324.2k $16.3m $16.3m 0.82% Reduced -2.9k -2,858
12 Masso Torrence Wealth Management Inc. 5.52% of their portfolio MARLTON, NJ 237,358237.4k $11.9m $11.9m 5.52% Added +12.1k +12,085
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 230,120230.1k $11.6m $11.6m 0.00% Added +25.8k +25,848
14 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 187,364187.4k $9.4m $9.4m 0.01% Added +11.5k +11,538
15 Aspire Capital Advisors LLC 2.54% of their portfolio SEATTLE, WA 183,013183.0k $9.2m $9.2m 2.54% Added +6.2k +6,193
16 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 179,341179.3k $9.0m $9.0m 0.04% Added +122.6k +122,639
17 INTEGRITY ALLIANCE, LLC. 0.46% of their portfolio Urbandale, IA 165,633165.6k $8.3m $8.3m 0.46% Reduced -120.3k -120,326
18 San Luis Wealth Advisors LLC 1.71% of their portfolio SAN LUIS OBISPO, CA 158,542158.5k $8.0m $8.0m 1.71% New
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 130,774130.8k $6.6m $6.6m 0.00% Added +46.0k +46,000
20 ABSOLUTE CAPITAL MANAGEMENT, LLC 3.06% of their portfolio Pittsburgh, PA 121,000121.0k $6.1m $6.1m 3.06% Unchanged
21 Compass Financial Services Inc 2.86% of their portfolio WEST DES MOINES, IA 117,357117.4k $5.9m $5.9m 2.86% Added +12.6k +12,607
22 Cedar Mountain Advisors, LLC 1.03% of their portfolio LAKE OSWEGO, OR 98,48798.5k $5.0m $5.0m 1.03% Added +2.9k +2,923
23 Breakwater Capital Group 0.68% of their portfolio PARAMUS, NJ 82,82382.8k $4.2m $4.2m 0.68% Added +19.2k +19,217
24 MONEY CONCEPTS CAPITAL CORP 0.27% of their portfolio PALM BEACH GARDENS, FL 80,81580.8k $4.1m $4.1m 0.27% Added +49.8k +49,775
25 MIdWestOne Financial Group, Inc. 0.49% of their portfolio Iowa City, IA 75,45075.5k $3.8m $3.8m 0.49% Added +174 +174
26 Advisors Capital Management, LLC 0.05% of their portfolio RIDGEWOOD, NJ 73,79073.8k $3.7m $3.7m 0.05% Added +1.0k +1,039
27 Taylor Financial Group, Inc. 2.19% of their portfolio Roanoke, VA 69,78569.8k $3.5m $3.5m 2.19% Added +7.7k +7,672
28 Financial Advocates Investment Management 0.28% of their portfolio OLYMPIA, WA 68,69468.7k $3.5m $3.5m 0.28% Reduced -9.5k -9,477
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 58,95259.0k $3.0m $3.0m 0.00% Reduced -374 -374
30 Argent Trust Co 0.11% of their portfolio NASHVILLE, TN 56,98157.0k $2.9m $2.9m 0.11% Added +330 +330
31 INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio SAN DIEGO, CA 54,84754.8k $2.8m $2.8m 0.08% Reduced -720 -720
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 54,28954.3k $2.7m $2.7m 0.00% Added +30.7k +30,679
33 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 53,70653.7k $2.7m $2.7m 0.02% Added +13.9k +13,875
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 51,19051.2k $2.6m $2.6m 0.00% Added +2.8k +2,792
35 Mariner, LLC 0.00% of their portfolio Overland Park, KS 50,55550.6k $2.5m $2.5m 0.00% Added +9.4k +9,427
36 Galvin, Gaustad & Stein, LLC 0.18% of their portfolio Scottsdale, AZ 42,36142.4k $2.1m $2.1m 0.18% Reduced -426 -426
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,18141.2k $2.1m $2.1m 0.00% Reduced -7.9k -7,908
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 38,52938.5k $1.9m $1.9m 0.01% Reduced -31.7k -31,678
39 Larson Financial Group LLC 0.08% of their portfolio ST LOUIS, MO 38,35238.4k $1.9m $1.9m 0.08% Added +3.0k +3,007
40 Prepared Retirement Institute LLC 1.13% of their portfolio LANSDALE, PA 38,05138.1k $1.9m $1.9m 1.13% Added +3.2k +3,180
41 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 36,87836.9k $1.9m $1.9m 0.04% Added +30.2k +30,229
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,35734.4k $1.7m $1.7m 0.00% Added +2.8k +2,840
43 PEOPLES BANK /OH 1.01% of their portfolio MARIETTA, OH 32,60232.6k $1.6m $1.6m 1.01% New
44 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 31,56531.6k $1.6m $1.6m 0.04% Reduced -11.6k -11,615
45 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 29,26629.3k $1.5m $1.5m 0.00% Added +10.2k +10,177
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,76828.8k $1.4m $1.4m 0.00% Reduced -88.7k -88,731
47 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 28,31028.3k $1.4m $1.4m 0.03% Reduced -3.7k -3,744
48 Kellett Wealth Advisors, LLC 0.91% of their portfolio CINCINNATI, OH 27,67727.7k $1.4m $1.4m 0.91% Added +14.9k +14,910
49 Sovran Advisors, LLC 0.15% of their portfolio SAN DIEGO, CA 27,27327.3k $1.4m $1.4m 0.15% Added +2.5k +2,458
50 Western Wealth Management, LLC 0.08% of their portfolio GOLDEN, CO 26,90426.9k $1.4m $1.4m 0.08% Added +8.0k +7,956
51 KPP Advisory Services LLC 0.22% of their portfolio Louisville, KY 26,45726.5k $1.3m $1.3m 0.22% Reduced -1.3k -1,276
52 FLAGSHIP HARBOR ADVISORS, LLC 0.06% of their portfolio BOSTON, MA 23,86123.9k $1.2m $1.2m 0.06% Reduced -667 -667
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,09222.1k $1.1m $1.1m 0.00% Added +17.0k +17,014
54 MidAtlantic Capital Management, Inc. 0.76% of their portfolio RICHMOND, VA 21,31821.3k $1.1m $1.1m 0.76% New
55 Princeton Global Asset Management LLC 0.19% of their portfolio PRINCETON, NJ 21,20921.2k $1.1m $1.1m 0.19% Unchanged
56 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 20,83720.8k $1.0m $1.0m 0.03% Reduced -2.1k -2,124
57 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 19,78319.8k $995.5k $995.5k 0.02% Added +2.3k +2,274
58 Tempus Wealth Planning, LLC 0.23% of their portfolio IRVINE, CA 18,20318.2k $916.0k $916.0k 0.23% Reduced -1.5k -1,479
59 ADG Wealth Management Group, LLC 0.78% of their portfolio METAIRIE, LA 18,19218.2k $915.4k $915.4k 0.78% Added +12 +12
60 IRON Financial LLC 0.47% of their portfolio NORTHBROOK, IL 17,54717.5k $883.0k $883.0k 0.47% New
61 Continuum Advisory, LLC 0.10% of their portfolio EAGLE, ID 17,18817.2k $864.9k $864.9k 0.10% Added +194 +194
62 NorthRock Partners, LLC 0.02% of their portfolio MINNEAPOLIS, MN 17,10717.1k $860.8k $860.8k 0.02% New
63 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 17,10017.1k $879.6k $879.6k 0.00% Added +175 +175
64 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,79115.8k $794.6k $794.6k 0.01% Added +8.8k +8,754
65 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 14,70714.7k $740.0k $740.0k 0.01% Added +1.0k +1,012
66 Capital Asset Advisory Services LLC 0.03% of their portfolio Williamston, MI 13,98814.0k $713.4k $713.4k 0.03% New
67 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 13,98814.0k $703.9k $703.9k 0.02% New
68 Integrity Investment Advisors, LLC 0.53% of their portfolio FORT COLLINS, CO 13,80213.8k $694.5k $694.5k 0.53% Added +81 +81
69 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 13,33213.3k $670.9k $670.9k 0.03% Added +6.7k +6,651
70 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 12,50112.5k $629.1k $629.1k 0.01% New
71 Dana Investment Advisors, Inc. 0.02% of their portfolio BROOKFIELD, WI 12,40012.4k $624.0k $624.0k 0.02% Added +3.6k +3,588
72 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 11,80711.8k $594.1k $594.1k 0.02% Unchanged
73 TANDEM CAPITAL MANAGEMENT CORP /ADV 0.28% of their portfolio WOODCLIFF LAKE, NJ 10,82510.8k $544.7k $544.7k 0.28% Unchanged
74 FLORIDA FINANCIAL ADVISORS, LLC 0.12% of their portfolio TAMPA, FL 10,45210.5k $525.9k $525.9k 0.12% Added +5.4k +5,387
75 LIBERTY SQUARE WEALTH PARTNERS LLC 0.18% of their portfolio BETHLEHEM, PA 10,41510.4k $524.1k $524.1k 0.18% Added +415 +415
76 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 9,3199.3k $468.9k $468.9k 0.01% New
77 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,6328.6k $432.7k $432.7k 0.01% Added +3.3k +3,266
78 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 8,4418.4k $424.8k $424.8k 0.01% Reduced -12.8k -12,833
79 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,1178.1k $408.4k $408.4k 0.00% Added +1.6k +1,637
80 Meridian Financial Advisors, LLC 0.26% of their portfolio HOLLISTON, MA 7,8407.8k $394.5k $394.5k 0.26% Reduced -190 -190
81 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 7,4657.5k $375.6k $375.6k 0.01% New
82 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 7,3707.4k $370.9k $370.9k 0.00% Reduced -40 -40
83 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 7,2907.3k $366.8k $366.8k 0.02% Reduced -384 -384
84 PFG Private Wealth Management, LLC 0.18% of their portfolio LUTZ, FL 6,8716.9k $345.7k $345.7k 0.18% Unchanged
85 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 6,6856.7k $336.4k $336.4k 0.00% Added +404 +404
86 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 6,5016.5k $327.1k $327.1k 0.00% Added +1.1k +1,113
87 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,3556.4k $319.8k $319.8k 0.00% Reduced -368 -368
88 Capital Advisors, Ltd. LLC 0.04% of their portfolio SHAKER HEIGHTS, OH 6,1816.2k $311.0k $311.0k 0.04% Added +4 +4
89 RFG - Bristol Wealth Advisors, LLC 0.10% of their portfolio TAUNTON, MA 6,1466.1k $309.3k $309.3k 0.10% New
90 VALLEY NATIONAL ADVISERS INC 0.05% of their portfolio BETHLEHEM, PA 5,9556.0k $299.0k $299.0k 0.05% Added +812 +812
91 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,8765.9k $295.7k $295.7k 0.01% Reduced -475 -475
92 RMR Wealth Builders 0.03% of their portfolio Montclair, NJ 5,5675.6k $280.1k $280.1k 0.03% Reduced -171 -171
93 BROOKS, MOORE & ASSOCIATES, INC. 0.15% of their portfolio CHATTANOOGA, TN 5,4705.5k $274.2k $274.2k 0.15% New
94 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,4005.4k $271.7k $271.7k 0.00% Unchanged
95 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 5,3025.3k $257.1k $257.1k 0.01% Reduced -1.0k -1,045
96 AmeriServ Wealth Advisors 0.13% of their portfolio Johnstown, PA 5,1915.2k $261.2k $261.2k 0.13% Reduced -3 -3
97 Shepherd Financial Partners LLC 0.03% of their portfolio WINCHESTER, MA 5,0975.1k $256.5k $256.5k 0.03% Unchanged
98 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 4,9765.0k $250.4k $250.4k 0.00% Added +67 +67
99 TruWealth Advisors, LLC 0.01% of their portfolio Metairie, LA 4,9515.0k $249.1k $249.1k 0.01% Reduced -98 -98
100 KWB Wealth 0.03% of their portfolio REDLANDS, CA 4,9244.9k $238.9k $238.9k 0.03% Added +16 +16