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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
   BANK OF AMERICA CORP /DE/ 197 - 2023-12-31 18,131,155 $975,819,000 -242,125
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 18 - 2024-03-31 8,710,235 $505,716,000 -61,764
   PNC FINANCIAL SERVICES GROUP INC 53 - 2023-12-31 8,055,299 $433,536,000 -675,381
   UBS Group AG 199 - 2023-12-31 4,704,853 $253,215,000 -395,611
   Advisor Group Holdings Inc. 59 - 2023-12-31 3,286,233 $176,882,000 -911,643
   MML INVESTORS SERVICES LLC 15 - 2023-12-31 3,164,171 $170,296,000 -244,935
   RAYMOND JAMES & ASSOCIATES 185 - 2024-03-31 2,470,630 $143,445,000 -43,374
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 88 - 2023-12-31 1,953,004 $105,110,000 -4,495
   First Command Advisory Services Inc. - 2024-03-31 1,556,851 $90,384,000 -36,046
   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
   Baird Financial Group Inc. 177 - 2023-12-31 1,113,618 $59,935,000 -18,882
   Private Advisor Group LLC - 2024-03-31 1,016,682 $59,028,000 -8,114
   Sailer Financial LLC 1 - 2023-12-31 1,075,431 $57,880,000 -81,318
   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
   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
   CAPTRUST FINANCIAL ADVISORS 128 - 2023-12-31 833,969 $44,884,000 -9,582
   AE Wealth Management LLC 102 - 2023-12-31 733,466 $40,135,000 -3,484
   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
   ODell Group LLC 3 - 2023-12-31 564,333 $30,372,000 -1,617
   Sanford Advisory Services LLC 6 - 2022-12-31 545,970 $27,299,000 -21,281
   JANNEY MONTGOMERY SCOTT LLC 257 - 2024-03-31 458,885 $26,643,000 -69,982
   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
   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
   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
   Provident Wealth Management LLC 4 - 2024-03-31 344,264 $19,988,000 -813
   SAVANT CAPITAL MANAGEMENT INC 73 - 2023-12-31 355,602 $19,138,000 -14,921
   Concord Wealth Partners - 2024-03-31 305,419 $17,733,000 -41,039
   SOA Wealth Advisors LLC. 5 - 2024-03-31 272,343 $15,812,000 -8,754
   Thrive Capital Management LLC 1 - 2023-12-31 290,623 $15,641,000 -20,849
   MERCER GLOBAL ADVISORS INC /ADV 230 - 2023-12-31 281,839 $15,169,000 -69,371
   Mutual Advisors LLC - 2024-03-31 260,474 $15,123,000 -16,029
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 228 - 2023-12-31 277,658 $14,944,000 -15,237
   Gallagher Fiduciary Advisors LLC 18 - 2023-12-31 275,893 $14,849,000 -119,088
   Envestnet Portfolio Solutions Inc. 161 - 2023-12-31 267,169 $14,379,000 -2,113
   HB Wealth Management LLC - 2024-03-31 247,006 $14,341,000 -1,993
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 287 - 2023-12-31 260,890 $14,041,000 -3,830
   SMITH CHAS P & ASSOCIATES PA CPAS 33 - 2024-03-31 241,021 $13,994,000 -7,420
   RIDGECREST WEALTH PARTNERS LLC 2 - 2024-03-31 232,148 $13,478,000 -14,024
   Kestra Advisory Services LLC 209 - 2023-12-31 241,114 $12,977,000 -20,650
   Well Done LLC 8 - 2024-03-31 214,107 $12,431,000 -7,732
   Journey Advisory Group LLC 12 - 2023-12-31 230,117 $12,385,000 -5,877
   Redhawk Wealth Advisors Inc. 6 - 2023-12-31 224,688 $12,093,000 -9,528
   Insight Financial Services 3 - 2024-03-31 207,774 $12,063,000 -231
   Beaumont Financial Advisors LLC 31 - 2023-12-31 222,690 $11,985,000 -28,915
   PSI Advisors LLC 3 - 2024-03-31 201,675 $11,709,000 -1,031
   Legacy Financial Advisors Inc. 10 - 2023-12-31 216,064 $11,629,000 -10,510
   CITIGROUP INC 814 - 2023-12-31 197,487 $10,629,000 -39,316
   COLONIAL ASSET MANAGEMENT, INC. 29 - 2023-12-31 193,449 $10,411,000 -3,386
   Princeton Global Asset Management LLC 8 - 2024-03-31 178,894 $10,387,000 -988
   Capital Investment Advisory Services LLC 15 - 2024-03-31 177,932 $10,331,000 -1,978
   CI Private Wealth LLC 509 - 2023-12-31 191,761 $10,321,000 -187,569
   THOROUGHBRED FINANCIAL SERVICES LLC 23 - 2023-12-31 190,058 $10,228,000 -4,272
   FC Advisory LLC 8 - 2024-03-31 175,899 $10,213,000 -2,267
   MCCORMACK ADVISORS INTERNATIONAL 133 - 2023-12-31 187,336 $10,082,000 -10,449
   FORTE ASSET MANAGEMENT LLC - 2024-03-31 165,055 $9,583,000 -20,386
   Resources Investment Advisors Inc. 129 - 2023-12-31 171,189 $9,213,000 -2,868
   PROSPERA FINANCIAL SERVICES 70 - 2023-12-31 169,200 $9,106,000 -319
   Connectus Wealth LLC 109 - 2023-12-31 168,919 $9,091,000 -10,569
   Integrated Wealth Concepts LLC 155 - 2023-12-31 166,426 $8,957,000 -17,573
   TD Waterhouse Canada Inc. 163 - 2023-12-31 127,984 $8,754,000 -12,458
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 150,605 $8,744,000 -136,404
   Orion Portfolio Solutions LLC 197 - 2023-12-31 159,426 $8,623,000 -42,102
   Foundations Investment Advisors LLC 88 - 2023-12-31 153,407 $8,440,000 -1,816
   Emerald Investment Partners LLC 15 - 2024-03-31 143,159 $8,312,000 -48,657
   Asset Dedication LLC 29 - 2024-03-31 142,356 $8,266,000 -19,988
   ESSEX FINANCIAL SERVICES INC 27 - 2024-03-31 141,500 $8,215,000 -2,084
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 225 - 2023-12-31 148,622 $7,999,000 -327,885
   Gladstone Institutional Advisory LLC 51 - 2023-12-31 146,399 $7,879,000 -10,453
   Capital Financial Planning LLC 10 - 2023-09-30 156,560 $7,754,000 -14,103
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 14 - 2023-12-31 143,032 $7,698,000 -3,062
   Deschutes Portfolio Strategy LLC - 2024-03-31 130,927 $7,602,000 -3,921
   BBR PARTNERS, LLC 14 - 2023-12-31 137,410 $7,395,000 -49,474
   WC Walker & Associates Inc. 8 - 2022-12-31 147,214 $7,390,000 -816
   Colonial Trust Co / SC 11 - 2023-12-31 135,767 $7,307,000 -2,296
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 124,058 $7,203,000 -46,092
   EASTERN BANK - 2023-12-31 133,288 $7,174,000 -9,475
   Streettalk Advisors LLC - 2024-03-31 123,102 $7,147,000 -1,352
   Csenge Advisory Group - 2024-03-31 122,496 $7,112,000 -17,773
   UMA Financial Services Inc. 18 - 2024-03-31 127,697 $7,053,000 -440
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 791 - 2024-03-31 119,400 $6,932,000 -7,000
   YARGER WEALTH STRATEGIES LLC - 2024-03-31 111,477 $6,472,000 -22,605
   Lineweaver Wealth Advisors LLC - 2024-03-31 109,539 $6,360,000 -1,686
   Autumn Glory Partners LLC - 2024-03-31 109,190 $6,340,000 -6,809
   ADVISORY SERVICES NETWORK, LLC 145 - 2023-12-31 115,176 $6,199,000 -26,009
   PACIFIC FINANCIAL GROUP INC 9 - 2023-12-31 104,488 $5,624,000 -1,261
   Kingsview Wealth Management LLC 143 - 2023-12-31 102,681 $5,526,000 -10,042
   Aspire Wealth Management Corp - 2024-03-31 94,880 $5,509,000 -2,495
  100 Records found
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