DIVB — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (DIVB)? 11 institutions reported holding $41.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sunburst Financial Group, LLC ($20.1M), Farther Finance Advisors, LLC ($8.1M), Breakwater Capital Group ($6.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sunburst Financial Group, LLC | $20.1M | 311,354 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $8.1M | 125,878 | Trimmed |
| 3 | Breakwater Capital Group | $6.4M | 99,250 | Trimmed |
| 4 | Galvin, Gaustad & Stein, LLC | $2.6M | 39,648 | Trimmed |
| 5 | Gouws Capital LLC | $2.3M | 36,275 | Added |
| 6 | RFG - Bristol Wealth Advisors, LLC | $432,890 | 6,710 | Added |
| 7 | Worth Asset Management, LLC | $419,960 | 6,510 | New |
| 8 | CoreCap Advisors, LLC | $411,490 | 6,378 | Added |
| 9 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $323,423 | 5,014 | New |
| 10 | Bank of New Hampshire | $317,518 | 4,922 | Trimmed |
| 11 | Polaris Financial Partners | $6,000 | 225 | New |
Source: SEC Form 13F filings · as of 2026-09-30