Vault-13

ISHARES TR DIVB

CORE DIVID ETF · ETP · CUSIP 46435U861

141 institutional holders +1 vs Q2 2025
11,472,35311.5m shares reported held*
$599.3mreported value*
17 new 66 added 40 reduced 15 sold out net sold ≈ $7.8m (-149.2k 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 ≈ $52.23. Options: 0 managers hold calls (— notional), 1 hold puts ($5.0k).

Trends to Q3 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: 140Q3 25: 141141Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025141

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 34 bought or addedQ4 23: 22 cut or sold outQ1 24: 45 bought or addedQ1 24: 23 cut or sold outQ1 24Q2 24: 44 bought or addedQ2 24: 30 cut or sold outQ3 24: 66 bought or addedQ3 24: 26 cut or sold outQ3 24Q4 24: 66 bought or addedQ4 24: 26 cut or sold outQ1 25: 86 bought or addedQ1 25: 34 cut or sold outQ1 25Q2 25: 84 bought or addedQ2 25: 46 cut or sold outQ3 25: 83 bought or addedQ3 25: 55 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233422
Q1 20244523
Q2 20244430
Q3 20246626
Q4 20246626
Q1 20258634
Q2 20258446
Q3 20258355

Calls vs puts

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

CallsPuts
$0$20k$40k$60k$80kQ4 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 —Q3 25 calls: $0Q3 25 puts: $5.0kQ3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$0$74.0k—
Q1 2025$0$12.0k—
Q2 2025$0$42.0k—
Q3 2025$0$5.0k—

Biggest buyers

LPL Financial LLC Added +480,391+480.4k
BANK OF AMERICA CORP /DE/ Added +386,596+386.6k
Aptus Capital Advisors, LLC Added +262,427+262.4k
Sunburst Financial Group, LLC New +262,121+262.1k
JPMORGAN CHASE & CO Added +114,860+114.9k
San Luis Wealth Advisors LLC Added +80,595+80.6k
Blake Schutter Theil Wealth Advisors, LLC New +79,761+79.8k
ABSOLUTE CAPITAL MANAGEMENT, LLC Added +54,513+54.5k
INTEGRITY ALLIANCE, LLC. Added +50,035+50.0k
Cetera Investment Advisers Added +44,958+45.0k

Biggest sellers

Paradiem, LLC Reduced -1,528,091-1.5m
Signal Advisors Wealth, LLC Sold out -504,213-504.2k
Kestra Advisory Services, LLC Reduced -110,482-110.5k
ROYAL BANK OF CANADA Reduced -101,645-101.6k
Financial Advocates Investment Management Sold out -68,694-68.7k
IFG Advisory, LLC Reduced -43,051-43.1k
SEGALL BRYANT & HAMILL, LLC Reduced -25,331-25.3k
Corient Private Wealth LP Reduced -22,808-22.8k
J.W. COLE ADVISORS, INC. Sold out -9,319-9.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,422-8.4k

Biggest calls

None

Biggest puts

SIMPLEX TRADING, LLC Reduced $5.0k100 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,735,2522.7m $142.9m $142.9m 0.04% Added +480.4k +480,391
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,095,1561.1m $57.2m $57.2m 0.00% Added +386.6k +386,596
3 Steward Partners Investment Advisory, LLC 0.20% of their portfolio STAMFORD, CT 671,833671.8k $35.1m $35.1m 0.20% Added +41.5k +41,533
4 IAG Wealth Partners, LLC 3.25% of their portfolio WAUKESHA, WI 517,369517.4k $27.0m $27.0m 3.25% Added +4.4k +4,412
5 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 474,925474.9k $24.8m $24.8m 0.03% Added +45.0k +44,958
6 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 430,973431.0k $22.5m $22.5m 0.04% Reduced -22.8k -22,808
7 SEGALL BRYANT & HAMILL, LLC 0.29% of their portfolio CHICAGO, IL 411,970412.0k $21.5m $21.5m 0.29% Reduced -25.3k -25,331
8 IFG Advisory, LLC 0.67% of their portfolio ATLANTA, GA 281,117281.1k $14.7m $14.7m 0.67% Reduced -43.1k -43,051
9 Aptus Capital Advisors, LLC 0.13% of their portfolio FAIRHOPE, AL 267,403267.4k $14.0m $14.0m 0.13% Added +262.4k +262,427
10 Sunburst Financial Group, LLC 2.88% of their portfolio VESTAVIA HILLS, AL 262,121262.1k $13.7m $13.7m 2.88% New
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 245,634245.6k $12.8m $12.8m 0.00% Added +114.9k +114,860
12 Masso Torrence Wealth Management Inc. 5.21% of their portfolio MARLTON, NJ 239,475239.5k $12.5m $12.5m 5.21% Added +2.1k +2,117
13 San Luis Wealth Advisors LLC 2.25% of their portfolio SAN LUIS OBISPO, CA 239,137239.1k $12.5m $12.5m 2.25% Added +80.6k +80,595
14 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 221,820221.8k $11.6m $11.6m 0.02% Added +34.5k +34,456
15 INTEGRITY ALLIANCE, LLC. 0.53% of their portfolio Urbandale, IA 215,668215.7k $11.3m $11.3m 0.53% Added +50.0k +50,035
16 Aspire Capital Advisors LLC 2.45% of their portfolio SEATTLE, WA 190,143190.1k $9.9m $9.9m 2.45% Added +7.1k +7,130
17 ABSOLUTE CAPITAL MANAGEMENT, LLC 3.93% of their portfolio Pittsburgh, PA 175,513175.5k $9.2m $9.2m 3.93% Added +54.5k +54,513
18 Compass Financial Services Inc 3.28% of their portfolio WEST DES MOINES, IA 141,933141.9k $7.4m $7.4m 3.28% Added +24.6k +24,576
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 128,475128.5k $6.7m $6.7m 0.00% Reduced -101.6k -101,645
20 Advisors Capital Management, LLC 0.07% of their portfolio RIDGEWOOD, NJ 108,278108.3k $5.7m $5.7m 0.07% Added +34.5k +34,488
21 Cedar Mountain Advisors, LLC 1.04% of their portfolio LAKE OSWEGO, OR 101,864101.9k $5.3m $5.3m 1.04% Added +3.4k +3,377
22 Breakwater Capital Group 0.75% of their portfolio PARAMUS, NJ 97,34897.3k $5.1m $5.1m 0.75% Added +14.5k +14,525
23 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 92,18492.2k $4.7m $4.7m 0.01% Added +38.5k +38,478
24 MONEY CONCEPTS CAPITAL CORP 0.27% of their portfolio PALM BEACH GARDENS, FL 84,73384.7k $4.4m $4.4m 0.27% Added +3.9k +3,918
25 Blake Schutter Theil Wealth Advisors, LLC 4.12% of their portfolio DAYTON, OH 79,76179.8k $4.2m $4.2m 4.12% New
26 MIdWestOne Financial Group, Inc. 0.50% of their portfolio Iowa City, IA 79,25879.3k $4.1m $4.1m 0.50% Added +3.8k +3,808
27 Taylor Financial Group, Inc. 2.24% of their portfolio Roanoke, VA 74,61474.6k $3.9m $3.9m 2.24% Added +4.8k +4,829
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 69,82869.8k $3.6m $3.6m 0.00% Added +18.6k +18,638
29 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 68,85968.9k $3.6m $3.6m 0.02% Reduced -110.5k -110,482
30 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 58,31058.3k $3.0m $3.0m 0.07% Added +3.5k +3,463
31 IHT Wealth Management, LLC 0.08% of their portfolio Chicago, IL 57,21557.2k $3.0m $3.0m 0.08% Added +25.6k +25,650
32 Argent Trust Co 0.11% of their portfolio NASHVILLE, TN 56,72956.7k $3.0m $3.0m 0.11% Reduced -252 -252
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 56,47956.5k $3.0m $3.0m 0.00% Reduced -2.5k -2,473
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 54,88054.9k $2.9m $2.9m 0.00% Added +591 +591
35 Mariner, LLC 0.00% of their portfolio Overland Park, KS 53,67853.7k $2.8m $2.8m 0.00% Added +3.1k +3,123
36 FLAGSHIP HARBOR ADVISORS, LLC 0.11% of their portfolio BOSTON, MA 49,02549.0k $2.6m $2.6m 0.11% Added +25.2k +25,164
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 48,70148.7k $2.5m $2.5m 0.00% Added +7.5k +7,520
38 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 44,87444.9k $2.3m $2.3m 0.01% Added +15.6k +15,608
39 Prepared Retirement Institute LLC 1.20% of their portfolio LANSDALE, PA 44,18244.2k $2.3m $2.3m 1.20% Added +6.1k +6,131
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 43,59343.6k $2.3m $2.3m 0.00% Added +9.2k +9,236
41 Galvin, Gaustad & Stein, LLC 0.18% of their portfolio Scottsdale, AZ 42,55042.5k $2.2m $2.2m 0.18% Added +189 +189
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 42,39242.4k $2.2m $2.2m 0.00% Added +20.3k +20,300
43 Larson Financial Group LLC 0.08% of their portfolio ST LOUIS, MO 41,24541.2k $2.2m $2.2m 0.08% Added +2.9k +2,893
44 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 39,51439.5k $2.1m $2.1m 0.01% Added +985 +985
45 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 37,37437.4k $2.0m $2.0m 0.04% Added +496 +496
46 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 33,53133.5k $1.8m $1.8m 0.03% Added +13.7k +13,748
47 Paradiem, LLC 0.39% of their portfolio COVINGTON, LA 32,28932.3k $1.7m $1.7m 0.39% Reduced -1.5m -1,528,091
48 Kellett Wealth Advisors, LLC 1.02% of their portfolio CINCINNATI, OH 32,27732.3k $1.7m $1.7m 1.02% Added +4.6k +4,600
49 KPP Advisory Services LLC 0.25% of their portfolio Louisville, KY 32,04932.0k $1.7m $1.7m 0.25% Added +5.6k +5,592
50 PEOPLES BANK /OH 1.01% of their portfolio MARIETTA, OH 31,54731.5k $1.6m $1.6m 1.01% Reduced -1.1k -1,055
51 Western Wealth Management, LLC 0.08% of their portfolio GOLDEN, CO 28,27628.3k $1.5m $1.5m 0.08% Added +1.4k +1,372
52 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 27,34927.3k $1.4m $1.4m 0.03% Reduced -961 -961
53 Sovran Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 26,69726.7k $1.4m $1.4m 0.12% Reduced -576 -576
54 IRON Financial LLC 0.63% of their portfolio NORTHBROOK, IL 25,29025.3k $1.3m $1.3m 0.63% Added +7.7k +7,743
55 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 23,67523.7k $1.2m $1.2m 0.00% New
56 Princeton Global Asset Management LLC 0.18% of their portfolio PRINCETON, NJ 21,21221.2k $1.1m $1.1m 0.18% Added +3 +3
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,76620.8k $1.1m $1.1m 0.00% New
58 MidAtlantic Capital Management, Inc. 0.74% of their portfolio RICHMOND, VA 20,62620.6k $1.1m $1.1m 0.74% Reduced -692 -692
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 20,61720.6k $1.1m $1.1m 0.00% Added +3.5k +3,517
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,34620.3k $1.1m $1.1m 0.00% Reduced -8.4k -8,422
61 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 19,39319.4k $1.0m $1.0m 0.01% Added +6.9k +6,892
62 NorthRock Partners, LLC 0.02% of their portfolio MINNEAPOLIS, MN 18,27618.3k $954.9k $954.9k 0.02% Added +1.2k +1,169
63 ADG Wealth Management Group, LLC 0.75% of their portfolio METAIRIE, LA 17,95918.0k $938.4k $938.4k 0.75% Reduced -233 -233
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 17,66117.7k $922.8k $922.8k 0.00% New
65 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 17,59417.6k $919.3k $919.3k 0.01% Added +1.8k +1,803
66 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 17,57717.6k $918.4k $918.4k 0.02% Reduced -3.3k -3,260
67 Continuum Advisory, LLC 0.09% of their portfolio EAGLE, ID 17,18817.2k $898.1k $898.1k 0.09% Unchanged
68 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 17,02317.0k $889.5k $889.5k 0.02% Added +5.2k +5,216
69 SFG Wealth Management, LLC. 0.37% of their portfolio TOWSON, MD 16,31516.3k $852.5k $852.5k 0.37% New
70 Tempus Wealth Planning, LLC 0.17% of their portfolio IRVINE, CA 14,05414.1k $734.3k $734.3k 0.17% Reduced -4.1k -4,149
71 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 13,63113.6k $712.2k $712.2k 0.03% Added +299 +299
72 Integrity Investment Advisors, LLC 0.47% of their portfolio FORT COLLINS, CO 13,62113.6k $711.7k $711.7k 0.47% Reduced -181 -181
73 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 13,22913.2k $691.2k $691.2k 0.01% Reduced -1.5k -1,478
74 Dana Investment Advisors, Inc. 0.02% of their portfolio BROOKFIELD, WI 13,06413.1k $682.6k $682.6k 0.02% Added +664 +664
75 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 11,02511.0k $576.1k $576.1k 0.02% Reduced -3.0k -2,963
76 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 11,02511.0k $576.1k $576.1k 0.01% Reduced -3.0k -2,963
77 TANDEM CAPITAL MANAGEMENT CORP /ADV 0.26% of their portfolio WOODCLIFF LAKE, NJ 10,73510.7k $560.9k $560.9k 0.26% Reduced -90 -90
78 LIBERTY SQUARE WEALTH PARTNERS LLC 0.17% of their portfolio BETHLEHEM, PA 10,41510.4k $544.2k $544.2k 0.17% Unchanged
79 Mach-1 Financial Group, LLC 0.08% of their portfolio Rogers, AR 9,1389.1k $477.5k $477.5k 0.08% New
80 Integrity Advisory Solutions, LLC 0.08% of their portfolio DALLAS, TX 9,1389.1k $477.5k $477.5k 0.08% First filing
81 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,8648.9k $463.2k $463.2k 0.01% Added +232 +232
82 Meridian Financial Advisors, LLC 0.23% of their portfolio HOLLISTON, MA 7,9578.0k $415.8k $415.8k 0.23% Added +117 +117
83 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 7,8147.8k $408.3k $408.3k 0.00% Added +2.4k +2,414
84 Collier Financial 0.29% of their portfolio DENVER, CO 7,4987.5k $391.8k $391.8k 0.29% First filing
85 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 7,4657.5k $390.0k $390.0k 0.01% Unchanged
86 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,3976.4k $334.2k $334.2k 0.00% Added +42 +42
87 Capital Advisors, Ltd. LLC 0.04% of their portfolio SHAKER HEIGHTS, OH 6,3786.4k $333.0k $333.0k 0.04% Added +197 +197
88 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 6,2736.3k $327.8k $327.8k 0.00% Reduced -1.1k -1,097
89 RFG - Bristol Wealth Advisors, LLC 0.09% of their portfolio TAUNTON, MA 5,9996.0k $313.4k $313.4k 0.09% Reduced -147 -147
90 VALLEY NATIONAL ADVISERS INC 0.05% of their portfolio BETHLEHEM, PA 5,9796.0k $312.0k $312.0k 0.05% Added +24 +24
91 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 5,9105.9k $308.8k $308.8k 0.00% Reduced -775 -775
92 IFS Group,LLC 0.27% of their portfolio YORK, PA 5,8775.9k $307.2k $307.2k 0.27% First filing
93 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 5,8105.8k $303.6k $303.6k 0.01% Reduced -66 -66
94 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 5,7855.8k $302.3k $302.3k 0.02% Reduced -1.5k -1,505
95 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 5,6905.7k $297.3k $297.3k 0.00% Reduced -811 -811
96 FLORIDA FINANCIAL ADVISORS, LLC 0.09% of their portfolio TAMPA, FL 5,4485.4k $284.6k $284.6k 0.09% Reduced -5.0k -5,004
97 RMR Wealth Builders 0.02% of their portfolio Montclair, NJ 5,2325.2k $273.4k $273.4k 0.02% Reduced -335 -335
98 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 5,2305.2k $273.3k $273.3k 0.01% Reduced -72 -72
99 AmeriServ Wealth Advisors 0.14% of their portfolio Johnstown, PA 5,1805.2k $270.7k $270.7k 0.14% Reduced -11 -11
100 Shepherd Financial Partners LLC 0.03% of their portfolio WINCHESTER, MA 5,0975.1k $266.3k $266.3k 0.03% Unchanged