Vault-13

ISHARES TR DIVB

CORE DIVID ETF · ETP · CUSIP 46435U861

170 institutional holders +14 vs Q1 2026
14,514,35014.5m shares reported held*
$894.8mreported value*
27 new 81 added 38 reduced 9 sold out net bought ≈ $91.5m (+1.5m 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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.65. Options: 0 managers hold calls (— notional), 1 hold puts ($121.1k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 141Q4 25: 149Q1 26: 156Q2 26: 170170Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 2025149
Q1 2026156
Q2 2026170

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q3 25: 83 bought or addedQ3 25: 55 cut or sold outQ4 25: 81 bought or addedQ4 25: 54 cut or sold outQ4 25Q1 26: 92 bought or addedQ1 26: 58 cut or sold outQ2 26: 108 bought or addedQ2 26: 47 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246626
Q4 20246626
Q1 20258634
Q2 20258446
Q3 20258355
Q4 20258154
Q1 20269258
Q2 202610847

Calls vs puts

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

CallsPuts
$0$50k$100k$150kQ3 25 calls: $0Q3 25 puts: $5.0kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $46.5kQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $121.1kQ2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$5.0k—
Q4 2025$0$0—
Q1 2026$0$46.5k—
Q2 2026$0$121.1k—

Biggest buyers

LPL Financial LLC Added +651,591+651.6k
Corient Private Wealth LP Added +345,707+345.7k
IFG Advisory, LLC New +254,762+254.8k
TWO SIGMA INVESTMENTS, LP New +99,900+99.9k
Janney Montgomery Scott LLC New +75,363+75.4k
BANK OF AMERICA CORP /DE/ Added +71,055+71.1k
Private Advisor Group, LLC Added +49,199+49.2k
RAYMOND JAMES FINANCIAL INC Added +45,358+45.4k
ENVESTNET ASSET MANAGEMENT INC Added +38,926+38.9k
PRINCIPAL SECURITIES, INC. New +38,545+38.5k

Biggest sellers

Cetera Investment Advisers Reduced -323,764-323.8k
Kestra Advisory Services, LLC Reduced -137,823-137.8k
Henderson Brothers Financial Partners, LLC Reduced -67,076-67.1k
Mariner, LLC Reduced -46,362-46.4k
Farther Finance Advisors, LLC Reduced -34,423-34.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -28,731-28.7k
OSAIC HOLDINGS, INC. Reduced -18,328-18.3k
IAG Wealth Partners, LLC Reduced -13,341-13.3k
Paradiem, LLC Sold out -11,127-11.1k
GOLDMAN SACHS GROUP INC Sold out -7,438-7.4k

Biggest calls

None

Biggest puts

SIMPLEX TRADING, LLC Added $121.1k1.8k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 4,145,6764.1m $255.4m $255.4m 0.06% Added +651.6k +651,591
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,416,9431.4m $87.3m $87.3m 0.01% Added +71.1k +71,055
3 Steward Partners Investment Advisory, LLC 0.25% of their portfolio STAMFORD, CT 803,310803.3k $49.5m $49.5m 0.25% Added +34.8k +34,754
4 IAG Wealth Partners, LLC 3.10% of their portfolio WAUKESHA, WI 508,870508.9k $31.3m $31.3m 3.10% Reduced -13.3k -13,341
5 SEGALL BRYANT & HAMILL, LLC 0.27% of their portfolio CHICAGO, IL 365,095365.1k $22.5m $22.5m 0.27% Reduced -4.8k -4,811
6 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 365,095365.1k $22.5m $22.5m 0.03% Added +345.7k +345,707
7 Foguth Wealth Management, LLC. 2.55% of their portfolio BRIGHTON, MI 352,106352.1k $22.4m $22.4m 2.55% Added +36.5k +36,461
8 Aptus Capital Advisors, LLC 0.14% of their portfolio FAIRHOPE, AL 320,755320.8k $19.8m $19.8m 0.14% Added +13.1k +13,144
9 Sunburst Financial Group, LLC 3.27% of their portfolio VESTAVIA HILLS, AL 317,289317.3k $19.5m $19.5m 3.27% Added +14.7k +14,744
10 San Luis Wealth Advisors LLC 2.87% of their portfolio SAN LUIS OBISPO, CA 309,592309.6k $19.1m $19.1m 2.87% Added +1.7k +1,680
11 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 258,898258.9k $15.9m $15.9m 0.02% Added +10.1k +10,148
12 Aspire Capital Advisors LLC 3.07% of their portfolio SEATTLE, WA 256,195256.2k $15.8m $15.8m 3.07% Added +10.7k +10,749
13 IFG Advisory, LLC 0.55% of their portfolio ATLANTA, GA 254,762254.8k $15.7m $15.7m 0.55% New
14 Welch Financial Planning, LLC 8.42% of their portfolio BOULDER, CO 234,487234.5k $14.4m $14.4m 8.42% Added +2.9k +2,930
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 231,857231.9k $14.3m $14.3m 0.01% Reduced -323.8k -323,764
16 Advisors Capital Management, LLC 0.12% of their portfolio RIDGEWOOD, NJ 186,523186.5k $11.5m $11.5m 0.12% Reduced -4.1k -4,092
17 ABSOLUTE CAPITAL MANAGEMENT, LLC 2.83% of their portfolio Pittsburgh, PA 184,304184.3k $11.4m $11.4m 2.83% Reduced -412 -412
18 Cresset Asset Management, LLC 0.04% of their portfolio Chicago, IL 180,353180.4k $11.1m $11.1m 0.04% Added +4.8k +4,805
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 155,471155.5k $9.6m $9.6m 0.00% Added +17.8k +17,849
20 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 146,129146.1k $9.0m $9.0m 0.03% Reduced -137.8k -137,823
21 Farther Finance Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 136,359136.4k $8.4m $8.4m 0.07% Reduced -34.4k -34,423
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 123,985124.0k $7.7m $7.7m 0.00% Added +128 +128
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 123,465123.5k $7.6m $7.6m 0.00% Added +29.0k +29,045
24 Compass Financial Services Inc 2.79% of their portfolio WEST DES MOINES, IA 121,351121.4k $7.5m $7.5m 2.79% Added +6.2k +6,217
25 INTEGRITY ALLIANCE, LLC. 0.23% of their portfolio Urbandale, IA 117,737117.7k $7.3m $7.3m 0.23% Added +319 +319
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 110,438110.4k $6.8m $6.8m 0.00% Added +45.4k +45,358
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,231106.2k $6.5m $6.5m 0.00% Added +38.9k +38,926
28 Cedar Mountain Advisors, LLC 1.11% of their portfolio LAKE OSWEGO, OR 104,443104.4k $6.4m $6.4m 1.11% Added +415 +415
29 Breakwater Capital Group 0.74% of their portfolio PARAMUS, NJ 100,714100.7k $6.2m $6.2m 0.74% Reduced -1.9k -1,853
30 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 99,90099.9k $6.2m $6.2m 0.00% New
31 MONEY CONCEPTS CAPITAL CORP 0.27% of their portfolio PALM BEACH GARDENS, FL 94,53794.5k $5.8m $5.8m 0.27% Reduced -754 -754
32 Blake Schutter Theil Wealth Advisors, LLC 3.85% of their portfolio DAYTON, OH 92,46992.5k $5.7m $5.7m 3.85% Added +11.1k +11,149
33 GREAT VALLEY ADVISOR GROUP, INC. 0.08% of their portfolio WILMINGTON, DE 84,55984.6k $5.2m $5.2m 0.08% Added +13.5k +13,470
34 Taylor Financial Group, Inc. 2.73% of their portfolio Roanoke, VA 80,48880.5k $5.0m $5.0m 2.73% Added +3.5k +3,498
35 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 75,36375.4k $4.6m $4.6m 0.01% New
36 FLAGSHIP HARBOR ADVISORS, LLC 0.17% of their portfolio BOSTON, MA 73,29373.3k $4.5m $4.5m 0.17% Added +7.1k +7,098
37 Prepared Retirement Institute LLC 1.80% of their portfolio LANSDALE, PA 68,55468.6k $4.2m $4.2m 1.80% Added +8.0k +7,962
38 Henderson Brothers Financial Partners, LLC 1.96% of their portfolio PITTSBURGH, PA 67,20067.2k $4.1m $4.1m 1.96% Reduced -67.1k -67,076
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 64,71864.7k $4.0m $4.0m 0.00% Added +31.0k +30,998
40 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 62,08762.1k $3.8m $3.8m 0.07% Reduced -2.5k -2,505
41 IHT Wealth Management, LLC 0.08% of their portfolio Chicago, IL 60,33060.3k $3.7m $3.7m 0.08% Added +12.8k +12,792
42 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 55,49655.5k $3.4m $3.4m 0.02% Added +49.2k +49,199
43 Argent Trust Co 0.10% of their portfolio NASHVILLE, TN 55,38255.4k $3.4m $3.4m 0.10% Reduced -37 -37
44 PKS Advisory Services, LLC 0.51% of their portfolio ALBANY, NY 52,37152.4k $3.2m $3.2m 0.51% Added +12.8k +12,820
45 Larson Financial Group LLC 0.08% of their portfolio ST LOUIS, MO 51,00451.0k $3.1m $3.1m 0.08% Added +3.7k +3,674
46 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 49,85549.9k $3.1m $3.1m 0.01% Reduced -7 -7
47 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 47,70047.7k $2.9m $2.9m 0.00% Reduced -18.3k -18,328
48 PEOPLES BANK /OH 1.34% of their portfolio MARIETTA, OH 42,36042.4k $2.6m $2.6m 1.34% Added +10.7k +10,690
49 Galvin, Gaustad & Stein, LLC 0.19% of their portfolio Scottsdale, AZ 41,06341.1k $2.5m $2.5m 0.19% Added +1.5k +1,509
50 Western Wealth Management, LLC 0.08% of their portfolio GOLDEN, CO 40,28440.3k $2.5m $2.5m 0.08% Added +9.3k +9,298
51 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 38,54538.5k $2.4m $2.4m 0.03% New
52 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 36,08836.1k $2.2m $2.2m 0.00% Added +9.3k +9,310
53 NICOLET BANKSHARES INC 0.07% of their portfolio GREEN BAY, WI 35,91935.9k $2.2m $2.2m 0.07% Reduced -1.6k -1,646
54 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 32,69132.7k $2.0m $2.0m 0.02% Reduced -550 -550
55 Kellett Wealth Advisors, LLC 0.90% of their portfolio CINCINNATI, OH 31,45131.5k $1.9m $1.9m 0.90% Added +1.6k +1,601
56 IRON Financial LLC 0.77% of their portfolio NORTHBROOK, IL 30,47730.5k $1.9m $1.9m 0.77% Reduced -1.8k -1,772
57 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 29,94529.9k $1.8m $1.8m 0.00% Unchanged
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,89628.9k $1.8m $1.8m 0.00% Added +13.2k +13,198
59 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 27,35527.4k $1.5m $1.5m 0.02% Unchanged
60 NorthRock Partners, LLC 0.02% of their portfolio MINNEAPOLIS, MN 23,66723.7k $1.5m $1.5m 0.02% Added +5.1k +5,095
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,96223.0k $1.4m $1.4m 0.00% Added +13.7k +13,654
62 ELEVATION POINT WEALTH PARTNERS, LLC 0.03% of their portfolio DENVER, CO 22,67122.7k $1.4m $1.4m 0.03% New
63 Princeton Global Asset Management LLC 0.20% of their portfolio PRINCETON, NJ 22,54422.5k $1.4m $1.4m 0.20% Added +2.3k +2,294
64 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 21,37121.4k $1.3m $1.3m 0.01% Added +7.0k +7,007
65 Sovran Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 21,13121.1k $1.4m $1.4m 0.10% Reduced -178 -178
66 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 21,00821.0k $1.3m $1.3m 0.01% New
67 ADG Wealth Management Group, LLC 0.82% of their portfolio METAIRIE, LA 20,84620.8k $1.3m $1.3m 0.82% Added +443 +443
68 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 20,82020.8k $1.3m $1.3m 0.01% New
69 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 20,01820.0k $1.2m $1.2m 0.03% Added +1.1k +1,130
70 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 19,92119.9k $1.2m $1.2m 0.04% Added +1.8k +1,793
71 MidAtlantic Capital Management, Inc. 0.75% of their portfolio RICHMOND, VA 19,49819.5k $1.2m $1.2m 0.75% Added +2.4k +2,399
72 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 19,15619.2k $1.2m $1.2m 0.02% New
73 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,52917.5k $1.1m $1.1m 0.00% Reduced -46.4k -46,362
74 Continuum Advisory, LLC 0.09% of their portfolio EAGLE, ID 17,21517.2k $1.1m $1.1m 0.09% Added +27 +27
75 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,64615.6k $963.8k $963.8k 0.01% Reduced -110 -110
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 15,52315.5k $956.2k $956.2k 0.00% Reduced -28.7k -28,731
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,81614.8k $912.7k $912.7k 0.00% New
78 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 14,78214.8k $910.5k $910.5k 0.00% Added +1.7k +1,741
79 Quotient Wealth Partners, LLC 0.02% of their portfolio DALLAS, TX 14,50014.5k $893.2k $893.2k 0.02% Reduced -438 -438
80 LIBERTY SQUARE WEALTH PARTNERS LLC 0.20% of their portfolio BETHLEHEM, PA 13,52713.5k $833.3k $833.3k 0.20% Unchanged
81 Integrity Advisory Solutions, LLC 0.08% of their portfolio DALLAS, TX 13,39913.4k $825.4k $825.4k 0.08% Added +1.6k +1,601
82 Dana Investment Advisors, Inc. 0.02% of their portfolio BROOKFIELD, WI 12,84412.8k $791.2k $791.2k 0.02% Added +534 +534
83 Clark Capital Management Group, Inc. 0.00% of their portfolio PHILADELPHIA, PA 11,97912.0k $737.9k $737.9k 0.00% Unchanged
84 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,50911.5k $731.5k $731.5k 0.00% Reduced -315 -315
85 WIREGRASS INVESTMENT MANAGEMENT LLC 0.48% of their portfolio THOMASVILLE, GA 11,36211.4k $699.9k $699.9k 0.48% Added +6.3k +6,288
86 TANDEM CAPITAL MANAGEMENT CORP /ADV 0.28% of their portfolio WOODCLIFF LAKE, NJ 10,95511.0k $674.8k $674.8k 0.28% Added +200 +200
87 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,75110.8k $662.3k $662.3k 0.00% New
88 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,19110.2k $627.8k $627.8k 0.00% Added +6.2k +6,174
89 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,9109.9k $610.5k $610.5k 0.00% New
90 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 9,6509.7k $594.4k $594.4k 0.00% New
91 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,6329.6k $593.3k $593.3k 0.01% Added +118 +118
92 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 9,5819.6k $590.2k $590.2k 0.01% Unchanged
93 Tempus Wealth Planning, LLC 0.11% of their portfolio IRVINE, CA 9,3399.3k $575.3k $575.3k 0.11% Reduced -941 -941
94 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 9,3049.3k $573.1k $573.1k 0.02% Unchanged
95 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 9,3049.3k $573.1k $573.1k 0.01% New
96 KPP Advisory Services LLC 0.07% of their portfolio Louisville, KY 8,8538.9k $545.4k $545.4k 0.07% Reduced -908 -908
97 Meridian Financial Advisors, LLC 0.26% of their portfolio HOLLISTON, MA 8,6318.6k $531.7k $531.7k 0.26% Added +1.3k +1,257
98 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 8,2448.2k $507.8k $507.8k 0.00% Added +1.6k +1,584
99 Collier Financial 0.34% of their portfolio DENVER, CO 8,1498.1k $502.0k $502.0k 0.34% Reduced -1.3k -1,260
100 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 8,1148.1k $499.8k $499.8k 0.01% Added +2.4k +2,373