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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
   Auto-Owners Insurance Co 30 - 2023-12-31 514,500 $27,690,000 0
   Pacific Wealth Management 3 - 2024-03-31 268,696 $14,461,000 0
   FIRST NATIONAL CORP /MA/ /ADV 23 - 2024-03-31 95,824 $5,157,000 0
   Sowa Financial Group Inc. 10 - 2024-03-31 65,876 $3,545,000 0
   Kohmann Bosshard Financial Services LLC 38 - 2024-03-31 58,032 $3,369,000 0
   Measured Wealth Private Client Group LLC 16 - 2024-03-31 55,763 $3,238,000 0
   Weaver Consulting Group 24 - 2024-03-31 50,255 $2,918,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC - 2024-03-31 37,715 $2,190,000 0
   HBW Advisory Services LLC 85 - 2024-03-31 36,766 $1,979,000 0
   Williams & Novak LLC 15 - 2024-03-31 33,053 $1,779,000 0
   Northside Capital Management LLC 35 - 2024-03-31 28,701 $1,666,000 0
   ELEMENT POINTE ADVISORS LLC 30 - 2023-12-31 27,111 $1,459,000 0
   CRA Financial Services LLC 68 - 2024-03-31 21,264 $1,235,000 0
   New Capital Management LP 30 - 2024-03-31 16,980 $986,000 0
   Essex Savings Bank 91 - 2024-03-31 17,631 $949,000 0
   OXFORD FINANCIAL GROUP LTD 91 - 2023-12-31 16,182 $871,000 0
   Brandywine Oak Private Wealth LLC 104 - 2023-12-31 16,106 $867,000 0
   Sawtooth Asset Management Inc. 509 - 2023-12-31 14,852 $799,000 0
   WADE G W & INC 256 - 2023-12-31 13,675 $736,000 0
   SMITHFIELD TRUST CO 171 - 2023-12-31 12,896 $696,000 0
   SCHMEIDLER A R & CO INC - 2024-03-31 11,557 $671,000 0
   ERTS Wealth Advisors LLC 39 - 2024-03-31 10,957 $636,000 0
   Principle Wealth Partners LLC 197 - 2024-03-31 10,853 $630,000 0
   JOHNSON INVESTMENT COUNSEL INC 436 - 2023-12-31 11,654 $627,000 0
   HEAD & ASSOCIATES LLC 122 - 2023-12-31 10,961 $590,000 0
   BBK Capital Partners LLC 160 - 2023-12-31 10,619 $572,000 0
   W ADVISORS LLC 58 - 2024-03-31 9,697 $563,000 0
   Sachetta LLC 69 - 2024-03-31 10,455 $563,000 0
   DEUTSCHE BANK AG 2250 - 2023-12-31 10,291 $554,000 0
   Biltmore Family Office LLC 103 - 2023-12-31 10,247 $551,000 0
   Fort Sheridan Advisors LLC 121 - 2023-12-31 9,637 $519,000 0
   QUADRANT CAPITAL GROUP LLC 300 - 2023-12-31 9,556 $514,000 0
   WAYNE HUMMER INVESTMENTS L.L.C. 275 - 2023-12-31 9,033 $486,000 0
   Jackson Hole Capital Partners LLC 129 - 2023-12-31 8,884 $478,000 0
   Security Financial Services INC. 107 - 2024-03-31 8,169 $474,000 0
   HANSON INVESTMENT MANAGEMENT 115 - 2024-03-31 8,148 $473,000 0
   Wedmont Private Capital 340 - 2024-03-31 7,972 $457,000 0
   FIRST MANHATTAN CO 499 - 2023-12-31 8,259 $444,000 0
   Union Bankshares Corp 216 - 2024-03-31 7,611 $442,000 0
   FAMILY CAPITAL TRUST CO 38 - 2024-03-31 7,300 $424,000 0
   Collaborative Wealth Managment Inc. 92 - 2023-12-31 7,859 $423,000 0
   Financial Network Wealth Management LLC 69 - 2023-12-31 7,742 $416,000 0
   Allen Capital Group LLC 139 - 2024-03-31 7,076 $411,000 0
   Levy Wealth Management Group LLC 66 - 2024-03-31 7,109 $383,000 0
   Core Wealth Advisors Inc. 40 - 2023-12-31 7,103 $382,000 0
   WEALTH MANAGEMENT RESOURCES INC. 34 - 2024-03-31 6,519 $379,000 0
   FIRST CITY CAPITAL MANAGEMENT INC 115 - 2023-12-31 6,929 $373,000 0
   Insight Wealth Partners LLC 57 - 2023-12-31 6,759 $364,000 0
   CONTINUUM WEALTH ADVISORS LLC 35 - 2023-12-31 6,692 $360,000 0
   Mandatum Life Insurance Co Ltd 51 - 2023-12-31 6,546 $352,000 0
   Pegasus Partners Ltd. 112 - 2024-03-31 5,980 $347,000 0
   ARMSTRONG ADVISORY GROUP INC 127 - 2024-03-31 6,223 $335,000 0
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 5,736 $333,000 0
   FIRST MERCHANTS CORP 193 - 2024-03-31 5,669 $329,000 0
   HUNTER ASSOCIATES INC. 212 - 2024-03-31 5,400 $314,000 0
   Bleakley Financial Group LLC - 2023-12-31 5,806 $312,000 0
   Vident Advisory LLC 992 - 2023-12-31 5,703 $307,000 0
   SOL CAPITAL MANAGEMENT CO 268 - 2024-03-31 5,000 $290,000 0
   Soundwatch Capital LLC 27 - 2023-12-31 5,272 $284,000 0
   BEESE FULMER INVESTMENT MANAGEMENT INC 196 - 2024-03-31 4,593 $267,000 0
   Montis Financial LLC 72 - 2024-03-31 4,575 $266,000 0
   Alpha Financial Partners LLC 52 - 2023-12-31 4,929 $265,000 0
   Essex LLC - 2024-03-31 4,560 $265,000 0
   CULLEN FROST BANKERS INC 449 - 2023-12-31 4,866 $262,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 651 - 2023-12-31 4,859 $262,000 0
   DAVIS R M INC 236 - 2023-12-31 4,862 $262,000 0
   Navis Wealth Advisors LLC - 2024-03-31 4,506 $262,000 0
   Curtis Advisory Group LLC - 2024-03-31 4,500 $261,000 0
   ARTHUR M. COHEN & ASSOCIATES LLC 115 - 2024-03-31 4,500 $261,000 0
   TRUST CO OF VIRGINIA /VA 173 - 2024-03-31 4,463 $259,000 0
   AVALON ADVISORS L P 293 - 2023-03-31 5,120 $256,000 0
   FINANCIAL COUNSELORS INC 525 - 2024-03-31 4,366 $253,000 0
   DORSEY & WHITNEY TRUST CO LLC 499 - 2023-12-31 4,675 $252,000 0
   ROMANO BROTHERS AND COMPANY 278 - 2024-03-31 4,315 $251,000 0
   Nalls Sherbakoff Group LLC 65 - 2023-12-31 4,645 $250,000 0
   Curi Capital 133 - 2023-12-31 4,550 $245,000 0
   SHEETS SMITH & ASSOCIATES INC 290 - 2023-09-30 4,831 $239,000 0
   Argent Trust Co 548 - 2023-12-31 4,402 $237,000 0
   GDS Wealth Management 127 - 2024-03-31 3,873 $225,000 0
   PHILADELPHIA TRUST CO 204 - 2023-12-31 4,145 $223,000 0
   AJ WEALTH STRATEGIES LLC 275 - 2023-06-30 4,130 $213,000 0
   Key Financial Inc 220 - 2024-03-31 3,861 $208,000 0
   UMB BANK N A/MO 570 - 2024-03-31 3,542 $206,000 0
   Arlington Trust Co LLC 134 - 2024-03-31 3,423 $199,000 0
   Oakworth Capital Inc. 196 - 2024-03-31 3,355 $195,000 0
   TRUST CO OF VERMONT - 2024-03-31 3,001 $174,000 0
   Spotlight Asset Group Inc. 70 - 2023-12-31 3,400 $168,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 686 - 2023-12-31 3,036 $163,000 0
   DUNCKER STREETT & CO INC 232 - 2024-03-31 2,780 $161,000 0
   BARRETT & COMPANY INC. 150 - 2024-03-31 2,600 $151,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 615 - 2024-03-31 2,357 $137,000 0
   ST GERMAIN D J CO INC 294 - 2024-03-31 2,290 $133,000 0
   ROWLAND & CO INVESTMENT COUNSEL/ADV 157 - 2024-03-31 2,280 $132,000 0
   NBC SECURITIES INC. 895 - 2024-03-31 2,080 $121,000 0
   Cranbrook Wealth Management LLC 123 - 2024-03-31 1,967 $114,000 0
   West Financial Advisors LLC 66 - 2024-03-31 1,895 $110,000 0
   First Capital Advisors Group LLC. 222 - 2023-06-30 1,763 $91,000 0
   Archer Investment Corp 301 - 2023-12-31 1,642 $88,000 0
   Tyler-Stone Wealth Management 277 - 2023-12-31 1,625 $87,000 0
   OAK HARBOR WEALTH PARTNERS LLC 183 - 2024-03-31 1,485 $86,000 0
  100 Records found
  1    
  Page 1 of 1
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