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Get Institutions for : 
iShares Core Dividend Growth (DGRO)  
$57.01 0.20 (0.35%) as of 4:30 Tue 5/7


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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  : 
6.30 (12.42%)  




 
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
   Gimbal Financial *New 2024-03-31 334,851 $19,441,000 334,851
   Tandem Wealth Advisors LLC 8 *New 2023-12-31 166,694 $8,971,000 166,694
   Strategic Equity Management 12 *New 2024-03-31 64,935 $3,770,000 64,935
   WESTFIELD CAPITAL MANAGEMENT CO LLC 219 *New 2023-12-31 63,370 $3,411,000 63,370
   Lehman & Derafelo Financial Resources LLC 24 *New 2022-12-31 44,066 $2,203,000 44,066
   Kowal Investment Group LLC 43 *New 2024-03-31 27,862 $1,618,000 27,862
   COLONY GROUP, LLC 427 *New 2023-12-31 21,661 $1,166,000 21,661
   Fundamentun LLC 109 *New 2024-03-31 16,096 $935,000 16,096
   HARTLINE INVESTMENT CORP/ 133 *New 2024-03-31 15,864 $921,000 15,864
   MONEYWISE INC. 34 *New 2024-03-31 15,025 $872,000 15,025
   Simplicity WealthLLC 561 *New 2024-03-31 14,881 $864,000 14,881
   MMBG INVESTMENT ADVISORS CO. 95 *New 2023-12-31 14,580 $785,000 14,580
   Accurate Wealth Management LLC 98 *New 2024-03-31 14,067 $784,000 14,067
   M3 Advisory Group LLC *New 2024-03-31 12,246 $711,000 12,246
   TWO SIGMA SECURITIES LLC 302 *New 2023-12-31 13,007 $700,000 13,007
   WEST PACES ADVISORS INC. 73 *New 2024-03-31 9,488 $551,000 9,488
   NovaPoint Capital LLC 83 *New 2024-03-31 9,115 $529,000 9,115
   Glenview Trust Co 342 *New 2023-12-31 9,062 $488,000 9,062
   River Wealth Advisors LLC 146 *New 2023-12-31 8,579 $462,000 8,579
   Koss-Olinger Consulting LLC 40 *New 2024-03-31 7,155 $415,000 7,155
   HFG Advisors Inc. 62 *New 2024-03-31 7,062 $410,000 7,062
   Naples Money Management LLC 36 *New 2024-03-31 6,924 $402,000 6,924
   Tranquilli Financial Advisor LLC 71 *New 2023-12-31 7,275 $392,000 7,275
   Ellenbecker Investment Group 73 *New 2024-03-31 6,733 $391,000 6,733
   TIAA TRUST NATIONAL ASSOCIATION *New 2023-12-31 6,680 $360,000 6,680
   AUA CAPITAL MANAGEMENT LLC 68 *New 2024-03-31 5,544 $322,000 5,544
   Francis Financial Inc. 55 *New 2024-03-31 5,248 $305,000 5,248
   BNP PARIBAS ARBITRAGE SA *New 2024-03-31 5,200 $302,000 5,200
   Delta Investment Management LLC 159 *New 2023-12-31 5,546 $299,000 5,546
   Apollon Financial LLC *New 2024-03-31 5,074 $295,000 5,074
   Bluesphere Advisors LLC 79 *New 2024-03-31 4,520 $262,000 4,520
   Summit Trail Advisors LLC 521 *New 2024-03-31 4,143 $241,000 4,143
   SP Asset Management LLC 109 *New 2023-12-31 4,202 $226,000 4,202
   MTM Investment Management LLC 184 *New 2024-03-31 3,629 $211,000 3,629
   HIRTLE CALLAGHAN & CO INC 94 *New 2023-12-31 3,869 $208,000 3,869
   American Money Management LLC 133 *New 2023-12-31 3,855 $207,000 3,855
   GTS SECURITIES LLC 1266 *New 2023-12-31 3,840 $207,000 3,840
   NorthRock Partners LLC 364 *New 2023-12-31 3,853 $207,000 3,853
   LJI Wealth Management LLC 156 *New 2023-12-31 3,832 $206,000 3,832
   FSB PREMIER WEALTH MANAGEMENT INC. 166 *New 2023-12-31 3,794 $204,000 3,794
   OneAscent Financial Services LLC 360 *New 2024-03-31 3,499 $203,000 3,499
   FOSTER DYKEMA CABOT & CO INC/MA 127 *New 2023-09-30 2,333 $116,000 2,333
   ZRC WEALTH MANAGEMENT LLC 231 *New 2024-03-31 758 $44,000 758
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 268 *New 2024-03-31 598 $35,000 598
   HORRELL CAPITAL MANAGEMENT INC 141 *New 2024-03-31 500 $29,000 500
   LifeSteps Financial Inc. 200 *New 2024-03-31 471 $27,000 471
   COUNTRY TRUST BANK 205 *New 2024-03-31 320 $19,000 320
   Sound Income Strategies LLC 647 *New 2024-03-31 257 $15,000 257
   MATHER GROUP, INC. 1141 *New 2024-03-31 245 $13,000 245
   YHB INVESTMENT ADVISORS, INC. 713 *New 2024-03-31 147 $9,000 147
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 597 *New 2024-03-31 112 $7,000 112
   Dunhill Financial LLC 284 *New 2023-12-31 100 $5,000 100
   Rockbridge Investment Management LCC 497 *New 2023-12-31 75 $4,000 75
   KESSLER INVESTMENT GROUP, LLC 147 *New 2024-03-31 53 $3,000 53
   Planning Capital Management Corp 526 *New 2024-03-31 50 $3,000 50
   Kozak & Associates Inc. 298 *New 2023-12-31 54 $3,000 54
   Ahrens Investment Partners LLC 857 *New 2023-03-31 60 $3,000 60
   EdgeRock Capital LLC 297 *New 2023-12-31 13 $1,000 13
   Covestor Ltd 1966 *New 2023-12-31 13 $1,000 13
   BANGOR SAVINGS BANK 486 *New 2024-03-31 25 $1,000 25
  60 Records found
  1    
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