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Get Institutions for : 
iShares Core Dividend Growth (DGRO)  
$56.42 0.17 (0.3%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 900    9
Total shares held : 
 252,093,867  
% of shares held : 
 82.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 11,281,154  
% of shares held change : 
   3.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.14  
Last Quarter's Ending Price : 
 $53.82  
Last Quarter's Average Price : 
 $50.71  
Change from last quarter's     
avg. price to the last closing  : 
5.71 (11.26%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 716,835
 0.28%
 
Increased Positions :
356
 20,384,388
 8.09%
 
Unchanged Positions :
155
 3,486,650
 1.38%
 
Decreased Positions :
340
-8,900,011
-3.53%
 
Closed Positions :
58
-920,058
-0.36%
 
Guru Positions :
1
5,166
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 201 - 2023-12-31 19,550,299 $1,052,197,000 592,485
   BANK OF AMERICA CORP /DE/ 197 - 2023-12-31 18,131,155 $975,819,000 -242,125
   LPL FINANCIAL CORP 51 - 2023-12-31 11,156,205 $600,427,000 529,366
   AMERIPRISE FINANCIAL INC 137 - 2023-12-31 10,080,049 $542,466,000 219,470
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 18 - 2023-12-31 8,771,999 $472,109,000 -29,347
   ENVESTNET ASSET MANAGEMENT INC 97 - 2023-12-31 8,543,205 $459,795,000 85,304
   FMR LLC 452 - 2023-12-31 8,109,817 $436,470,000 397,685
   Wealthfront Advisers LLC 15 - 2024-03-31 7,508,367 $435,936,000 138,714
   PNC FINANCIAL SERVICES GROUP INC 53 - 2023-12-31 8,055,299 $433,536,000 -675,381
   Capital Investment Advisors LLC 1 - 2024-03-31 7,054,762 $409,599,000 29,881
   BLACKROCK INC. 1180 - 2023-12-31 7,306,106 $393,215,000 6,347,606
   COMMONWEALTH EQUITY SERVICES LLC. 17 - 2023-12-31 6,986,743 $376,027,000 -63,122
   GOLDMAN SACHS GROUP INC/ 284 - 2023-12-31 6,070,759 $326,728,000 1,158,144
   ROYAL BANK OF CANADA 235 - 2023-12-31 5,685,527 $305,995,000 84,000
   WELLS FARGO & CO/MN 224 - 2023-12-31 5,252,724 $282,702,000 518,671
   UBS Group AG 199 - 2023-12-31 4,704,853 $253,215,000 -395,611
   BB&T CORP 77 - 2023-12-31 3,434,189 $184,828,000 134,285
   Advisor Group Holdings Inc. 59 - 2023-12-31 3,286,233 $176,882,000 -911,643
   J P MORGAN CHASE & CO 620 - 2023-12-31 3,189,377 $171,652,000 441,291
   MML INVESTORS SERVICES LLC 15 - 2023-12-31 3,164,171 $170,296,000 -244,935
   HIGHTOWER ADVISORS, LLC 78 - 2023-12-31 2,967,232 $159,671,000 219,500
   RAYMOND JAMES & ASSOCIATES 179 - 2023-12-31 2,514,004 $135,304,000 715,487
   MARINER WEALTH ADVISORS, LLC 74 - 2023-12-31 2,278,414 $122,624,000 140,093
   American Trust 2 - 2023-12-31 2,063,960 $111,082,000 77,084
   STIFEL FINANCIAL CORP 172 - 2023-12-31 1,975,056 $106,297,000 64,237
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 88 - 2023-12-31 1,953,004 $105,110,000 -4,495
   Goss Wealth Management LLC 11 - 2023-12-31 1,641,500 $89,104,000 54,601
   First Command Advisory Services Inc. 9 - 2023-12-31 1,592,897 $85,724,000 -3,475
   Nelson Van Denburg & Campbell Wealth Management Gr 1 - 2023-12-31 1,485,963 $79,975,000 53,726
   Northeast Financial Consultants Inc 7 - 2023-12-31 1,355,238 $72,939,000 -11,471
   First Command Financial Services Inc. 4 - 2023-06-30 1,393,701 $71,817,000 -372,694
   First Command Bank 4 - 2023-06-30 1,393,701 $71,817,000 -372,694
   CWM LLC 53 - 2024-03-31 1,213,379 $70,449,000 -58,348
   Gratus Capital LLC 3 - 2023-12-31 1,168,580 $62,893,000 -46,348
   BANK OF NEW YORK MELLON CORP 911 - 2023-12-31 1,132,370 $60,944,000 148,877
   Baird Financial Group Inc. 177 - 2023-12-31 1,113,618 $59,935,000 -18,882
   LEDYARD NATIONAL BANK 1 - 2023-12-31 1,088,452 $58,580,000 45,453
   Sailer Financial LLC 1 - 2023-12-31 1,075,431 $57,880,000 -81,318
   Private Advisor Group LLC 38 - 2023-12-31 1,024,796 $55,155,000 -43,154
   LWMG LLC 1 - 2023-12-31 1,010,357 $54,377,000 27,942
   Strategies Wealth Advisors LLC - 2023-12-31 970,277 $52,220,000 58,290
   HORIZON INVESTMENTS, LLC/SC 11 - 2023-12-31 951,936 $51,233,000 951,871
   FINANCIAL NETWORK 73 - 2023-12-31 924,211 $49,741,000 -13,093
   FIRST BUSINESS FINANCIAL SERVICES INC. 5 - 2023-12-31 899,155 $48,393,000 -1,135
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 88 - 2023-12-31 886,817 $47,728,000 -37,947
   DOrazio & Associates Inc. 3 - 2023-12-31 873,145 $46,993,000 -134,773
   Vestmark Advisory Solutions Inc. 5 - 2023-12-31 845,255 $45,492,000 -45,967
   Steward Partners Investment Advisory LLC 23 - 2023-12-31 843,565 $45,401,000 13,518
   CAPTRUST FINANCIAL ADVISORS 128 - 2023-12-31 833,969 $44,884,000 -9,582
   Bogart Wealth LLC 10 - 2023-12-31 814,256 $43,823,000 14,783
   Conservest Capital Advisors Inc. 7 - 2023-12-31 773,201 $41,614,000 19,393
   Madison Wealth Partners Inc 1 - 2023-12-31 769,889 $41,435,000 34,040
   AE Wealth Management LLC 102 - 2023-12-31 733,466 $40,135,000 -3,484
   PROVISE MANAGEMENT GROUP LLC 1 - 2023-12-31 724,890 $39,014,000 44,409
   JONES FINANCIAL COMPANIES LLLP 53 - 2023-12-31 676,175 $36,392,000 68,189
   Smith Anglin Financial LLC 9 - 2023-12-31 669,403 $36,027,000 96,080
   Rockefeller Capital Management L.P. 189 - 2023-12-31 659,640 $35,502,000 271,672
   TBH Global Asset Management LLC 2 - 2023-12-31 620,552 $33,398,000 -75,800
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 209 - 2023-09-30 655,286 $32,456,000 -79,051
   COMERICA BANK 125 - 2023-12-31 596,692 $32,114,000 -19,632
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 244 - 2024-03-31 542,452 $31,495,000 -10,009
   MULTIFINANCIAL SECURITIES CORP 48 - 2023-12-31 575,332 $30,964,000 3,211
   ODell Group LLC 3 - 2023-12-31 564,333 $30,372,000 -1,617
   ETFIDEA LLC - 2023-12-31 559,586 $30,117,000 -3,939
   Confluence Wealth Services Inc. - 2023-12-31 553,037 $29,764,000 292,374
   JANNEY MONTGOMERY SCOTT LLC 216 - 2023-12-31 528,867 $28,464,000 -6,581
   Legacy Financial Strategies LLC 5 - 2024-03-31 484,017 $28,102,000 8,168
   Ritter Daniher Financial Advisory LLC / DE 2 - 2023-12-31 521,029 $28,042,000 18,211
   Auto-Owners Insurance Co 30 - 2023-12-31 514,500 $27,690,000 0
   Sanford Advisory Services LLC 6 - 2022-12-31 545,970 $27,299,000 -21,281
   Silver Coast Investments LLC 3 - 2023-12-31 500,953 $26,961,000 0
   VAUGHAN DAVID INVESTMENTS INC/IL 80 - 2023-12-31 490,041 $26,374,000 19,296
   Wolff Financial Management LLC - 2023-12-31 476,403 $25,640,000 18,248
   Strategic Wealth Partners Ltd. 1 - 2023-03-31 512,060 $25,598,000 77,522
   H D Vest Advisory Services 55 - 2023-12-31 470,199 $25,306,000 -32,828
   Cetera Investment Advisers 90 - 2023-12-31 458,256 $24,663,000 -255,356
   Stratos Wealth Advisors LLC 7 - 2024-03-31 417,926 $24,265,000 8,882
   Personal Resources Investment & Strategic Manageme 3 - 2024-03-31 417,159 $24,220,000 7,185
   J.W. COLE ADVISORS INC. 7 - 2023-12-31 447,428 $24,081,000 -19,247
   Altus Wealth Management LLC 4 - 2024-03-31 410,858 $23,854,000 5,196
   LINCOLN NATIONAL CORP 39 - 2023-12-31 442,061 $23,792,000 34,896
   OPPENHEIMER & CO INC 35 - 2023-12-31 438,752 $23,614,000 286,061
   Fifth Third Securities Inc. 9 - 2024-03-31 404,825 $23,504,000 8,585
   XML Financial LLC 6 - 2023-12-31 426,198 $22,938,000 14,458
   Summit Investment Advisory Services LLC 3 - 2024-03-31 392,535 $22,791,000 -37,672
   Ten Capital Wealth Advisors LLC 5 - 2023-06-30 435,643 $22,448,000 -756
   ATRIA INVESTMENTS LLC 56 - 2023-12-31 417,016 $22,444,000 253,207
   Stratos Wealth Partners LTD. 50 - 2024-03-31 365,706 $21,233,000 34,739
   Capital Analysts Inc. 18 - 2023-12-31 393,401 $21,173,000 -117,710
   Compass Ion Advisors LLC 5 - 2024-03-31 362,876 $21,069,000 -6,395
   THRIVENT FINANCIAL FOR LUTHERANS 419 - 2023-12-31 381,766 $20,547,000 -10,606
   Sigma Planning Corp 6 - 2023-12-31 380,609 $20,484,000 -490,768
   We Are One Seven LLC 7 - 2023-12-31 375,344 $20,201,000 8,189
   MBE Wealth Management LLC 4 - 2023-12-31 372,410 $20,043,000 -15,893
   CONSILIO WEALTH ADVISORS LLC 4 - 2024-03-31 339,420 $19,707,000 1,485
   Capital Planning LLC 4 - 2024-03-31 339,195 $19,694,000 20,889
   Atria Wealth Solutions Inc. 88 - 2023-12-31 363,463 $19,562,000 19,931
   SAVANT CAPITAL MANAGEMENT INC 73 - 2023-12-31 355,602 $19,138,000 -14,921
   Gallagher Benefit Services Inc. 7 - 2022-12-31 375,087 $18,755,000 0
   F3Logic LLC 7 - 2022-12-31 375,087 $18,755,000 30,742
  100 Records found
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