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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
   MORGAN STANLEY 201 - 2023-12-31 19,550,299 $1,052,197,000 592,485
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 17 - 2024-03-31 7,134,724 $414,242,000 147,981
   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
   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
   BB&T CORP 77 - 2023-12-31 3,434,189 $184,828,000 134,285
   J P MORGAN CHASE & CO 620 - 2023-12-31 3,189,377 $171,652,000 441,291
   HIGHTOWER ADVISORS, LLC 78 - 2023-12-31 2,967,232 $159,671,000 219,500
   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
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 1,585,159 $92,034,000 99,196
   Goss Wealth Management LLC 11 - 2023-12-31 1,641,500 $89,104,000 54,601
   BANK OF NEW YORK MELLON CORP 850 - 2024-03-31 1,195,048 $69,384,000 62,678
   LWMG LLC - 2024-03-31 1,025,288 $59,528,000 14,931
   Strategies Wealth Advisors LLC 4 - 2024-03-31 1,020,945 $59,276,000 50,668
   LEDYARD NATIONAL BANK 1 - 2023-12-31 1,088,452 $58,580,000 45,453
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 88 - 2024-03-31 942,314 $54,711,000 55,497
   HORIZON INVESTMENTS, LLC/SC 11 - 2023-12-31 951,936 $51,233,000 951,871
   Sigma Planning Corp - 2024-03-31 864,481 $50,192,000 483,872
   Bogart Wealth LLC 10 - 2024-03-31 823,172 $47,793,000 8,916
   Conservest Capital Advisors Inc. 7 - 2024-03-31 800,016 $46,449,000 26,815
   Madison Wealth Partners Inc - 2024-03-31 784,751 $45,563,000 14,862
   Steward Partners Investment Advisory LLC 23 - 2023-12-31 843,565 $45,401,000 13,518
   Smith Anglin Financial LLC 10 - 2024-03-31 715,694 $41,553,000 46,291
   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
   Confluence Wealth Services Inc. 8 - 2024-03-31 614,615 $35,685,000 61,578
   Rockefeller Capital Management L.P. 189 - 2023-12-31 659,640 $35,502,000 271,672
   ETFIDEA LLC - 2024-03-31 569,125 $33,043,000 9,539
   MULTIFINANCIAL SECURITIES CORP 48 - 2023-12-31 575,332 $30,964,000 3,211
   Wolff Financial Management LLC 4 - 2024-03-31 487,156 $28,284,000 10,753
   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
   J.W. COLE ADVISORS INC. - 2024-03-31 476,475 $27,664,000 29,047
   VAUGHAN DAVID INVESTMENTS INC/IL 80 - 2023-12-31 490,041 $26,374,000 19,296
   LINCOLN NATIONAL CORP - 2024-03-31 449,339 $26,089,000 7,278
   Strategic Wealth Partners Ltd. 1 - 2023-03-31 512,060 $25,598,000 77,522
   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
   Altus Wealth Management LLC 4 - 2024-03-31 410,858 $23,854,000 5,196
   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
   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
   Sterling Manor Financial LLC 1 - 2024-03-31 349,420 $20,287,000 130,728
   We Are One Seven LLC 7 - 2023-12-31 375,344 $20,201,000 8,189
   REGIONS FINANCIAL CORP 129 - 2024-03-31 341,751 $19,842,000 4,427
   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
   F3Logic LLC 7 - 2022-12-31 375,087 $18,755,000 30,742
   PFG FINANCIAL ADVISORS 15 - 2024-03-31 318,603 $18,498,000 14,508
   9258 Wealth Management LLC - 2024-03-31 317,296 $18,422,000 4,641
   Alliance Wealth Advisors LLC 2 - 2024-03-31 315,955 $18,344,000 11,276
   Feltz Wealth PLAN Inc. 6 - 2023-12-31 324,160 $17,446,000 6,579
   SWEENEY & MICHEL LLC 1 - 2023-09-30 351,465 $17,436,000 4,708
   LGL PARTNERS LLC 6 - 2024-03-31 295,022 $17,129,000 51,499
   Ratio Wealth Group 11 - 2023-12-31 316,153 $17,015,000 2,418
   Equitable Holdings Inc. 92 - 2023-12-31 312,562 $16,822,000 21,339
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - 2024-03-31 285,668 $16,586,000 7,533
   Meridian Financial Partners LLC 1 - 2024-03-31 297,323 $16,421,000 8,993
   Crumly & Associates Inc. - 2024-03-31 277,538 $16,114,000 58,489
   FFT WEALTH MANAGEMENT LLC 10 - 2024-03-31 274,442 $15,934,000 57,777
   Dynamic Advisors Solutions LLC 39 - 2024-03-31 270,104 $15,682,000 9,001
   RSM US WEALTH MANAGEMENT LLC 55 - 2024-03-31 269,646 $15,656,000 12,388
   Capital Advisors Ltd. LLC 11 - 2024-03-31 265,171 $15,396,000 5,196
   MORTON COMMUNITY BANK - 2024-03-31 250,626 $14,551,000 10,680
   Financiere des Professionnels - Fonds dinvestissem 14 - 2024-03-31 249,500 $14,486,000 31,500
   SIGNATURE SECURITIES GROUP CORPORATION 3 - 2024-03-31 248,620 $14,435,000 2,348
   Allegheny Financial Group LTD 5 - 2023-12-31 264,174 $14,218,000 12,120
   FTB Advisors Inc. 77 - 2024-03-31 241,318 $14,011,000 20,567
   PFS Partners LLC 2 - 2024-03-31 234,961 $13,642,000 1,129
   DAVENPORT & CO LLC - 2024-03-31 233,008 $13,528,000 4,302
   Scott Capital Advisors LLC 8 - 2024-03-31 224,680 $12,872,000 19,869
   GUNMA BANK,LTD. 2 - 2024-03-31 210,000 $12,193,000 115,000
   Custos Family Office LLC 4 - 2023-12-31 225,543 $12,139,000 26,510
   4J Wealth Management LLC 2 - 2024-03-31 205,347 $11,922,000 770
   Apexium Financial LP 17 - 2024-03-31 195,015 $11,323,000 2,176
   Sound View Wealth Advisors Group LLC 18 - 2023-12-31 204,661 $11,015,000 5,647
   Regent Peak Wealth Advisors LLC - 2024-03-31 189,577 $11,007,000 10,105
   CYPRESS FINANCIAL PLANNING LLC 8 - 2024-03-31 188,783 $10,961,000 82,786
   Holt Capital Advisors L.L.C. dba Holt Capital Part 14 - 2023-12-31 199,420 $10,733,000 2,385
   Philip James Wealth Mangement LLC - 2024-03-31 182,375 $10,589,000 9,746
   Argent Advisors Inc. - 2024-03-31 181,198 $10,520,000 8,800
   Powers Advisory Group LLC 3 - 2024-03-31 181,136 $10,517,000 4,202
   DDFG Inc - 2024-03-31 175,094 $10,166,000 5,420
   HANSON MCCLAIN, INC. 117 - 2024-03-31 172,627 $10,023,000 122,258
   CREATIVE PLANNING 379 - 2023-12-31 183,750 $9,889,000 6,603
   Cornerstone Wealth Management LLC 23 - 2024-03-31 168,096 $9,760,000 7,430
   Jackson Wealth Management LLC 13 - 2023-12-31 181,064 $9,745,000 8,390
   Modus Advisors LLC 5 - 2024-03-31 165,650 $9,618,000 2,364
  100 Records found
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