Who Owns ISHARES TR (DIVB)? -- Institutional Holders (2026-06-30)

82 institutions reported holding $220.4M of ISHARES TR (DIVB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foguth Wealth Management, LLC. ($22.4M), Sunburst Financial Group, LLC ($19.5M), San Luis Wealth Advisors LLC ($19.1M), COMMONWEALTH EQUITY SERVICES, LLC ($15.9M), Welch Financial Planning, LLC ($14.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Foguth Wealth Management, LLC.$22.4M352,106Trimmed
2Sunburst Financial Group, LLC$19.5M317,289Added
3San Luis Wealth Advisors LLC$19.1M309,592Added
4COMMONWEALTH EQUITY SERVICES, LLC$15.9M258,898Added
5Welch Financial Planning, LLC$14.4M234,487Added
6ABSOLUTE CAPITAL MANAGEMENT, LLC$11.4M184,304Trimmed
7Kestra Advisory Services, LLC$9.0M146,129Trimmed
8Farther Finance Advisors, LLC$8.4M136,359Trimmed
9Compass Financial Services Inc$7.5M121,351Added
10INTEGRITY ALLIANCE, LLC.$7.3M117,737Added
11ENVESTNET ASSET MANAGEMENT INC$6.5M106,231Added
12Cedar Mountain Advisors, LLC$6.4M104,443Added
13Breakwater Capital Group$6.2M100,714Trimmed
14MONEY CONCEPTS CAPITAL CORP$5.8M94,537Trimmed
15Blake Schutter Theil Wealth Advisors, LLC$5.7M92,469Added
16Taylor Financial Group, Inc.$5.0M80,488Added
17FLAGSHIP HARBOR ADVISORS, LLC$4.5M73,293Added
18Cambridge Investment Research Advisors, Inc.$4.0M64,718Added
19INDEPENDENT FINANCIAL GROUP, LLC$3.8M62,087Trimmed
20Private Advisor Group, LLC$3.4M55,496Added
21PKS Advisory Services, LLC$3.2M52,371Added
22PEOPLES BANK /OH$2.6M42,360Added
23Galvin, Gaustad & Stein, LLC$2.5M41,063Added
24PRINCIPAL SECURITIES, INC.$2.4M38,545New
25Kellett Wealth Advisors, LLC$1.9M31,451Added

Source: SEC Form 13F filings · as of 2026-06-30