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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
   Virtue Capital Management LLC 334 *Closed 2023-12-31 0 $0 -24,727
   TCWP LLC 56 *Closed 2023-12-31 0 $0 -51,284
   ABLES IANNONE MOORE & ASSOCIATES INC. *Closed 2024-03-31 0 $0 -289
   AFS Financial Group LLC 36 *Closed 2024-03-31 0 $0 -3,866
   Moisand Fitzgerald Tamayo LLC 533 *Closed 2024-03-31 0 $0 -2
   U.S. Capital Wealth Advisors LLC 657 *Closed 2023-12-31 0 $0 -5,269
   Curated Wealth Partners LLC 10 *Closed 2024-03-31 0 $0 -31,920
   JOHNSON FINANCIAL GROUP, INC. 861 *Closed 2023-12-31 0 $0 -1,726
   LAKE STREET ADVISORS GROUP LLC 387 *Closed 2023-12-31 0 $0 -27,794
   Secure Asset Management LLC *Closed 2024-03-31 0 $0 -3,887
   CYPRESS CAPITAL MANAGEMENT LLC 43 *Closed 2022-12-31 0 $0 -14,300
   Clarus Group Inc. 107 *Closed 2024-03-31 0 $0 -5,539
   Stonebridge Capital Advisors LLC 472 *Closed 2023-12-31 0 $0 -38
   PINEBRIDGE INVESTMENTS LTD 556 *Closed 2023-12-31 0 $0 -5,912
   GUARDIAN WEALTH ADVISORS LLC / NC 441 *Closed 2023-12-31 0 $0 -503
   FLOW TRADERS U.S. LLC 976 *Closed 2023-12-31 0 $0 -8,217
   GRADIENT INVESTMENTS LLC 1360 *Closed 2024-03-31 0 $0 -170
   Amplius Wealth Advisors LLC 180 *Closed 2024-03-31 0 $0 -4,686
   Fortis Advisors LLC 292 *Closed 2023-12-31 0 $0 -459
   Stordahl Capital Management Inc. 53 *Closed 2024-03-31 0 $0 -3,810
   Private Wealth Management Group LLC *Closed 2024-03-31 0 $0 -670
   DAGCO INC. 247 *Closed 2023-12-31 0 $0 -22,376
   Brown Miller Wealth Management LLC 126 *Closed 2024-03-31 0 $0 -62,119
   VisionPoint Advisory Group LLC 777 *Closed 2023-12-31 0 $0 -10
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -73,833
   HILLTOP HOLDINGS INC. 624 *Closed 2023-12-31 0 $0 -41,303
   Hibernia Wealth Partners LLC 125 *Closed 2023-12-31 0 $0 -3,180
   WCG Wealth Advisors LLC 319 *Closed 2023-12-31 0 $0 -14,159
   Parcion Private Wealth LLC 201 *Closed 2024-03-31 0 $0 -4,752
   ROTHSCHILD INVESTMENT CORP /IL 441 *Closed 2023-09-30 0 $0 -4,849
   VERITABLE LP 488 *Closed 2023-09-30 0 $0 -5,000
   Horizon Family Wealth Inc. 86 *Closed 2023-12-31 0 $0 -40,196
   FINEMARK NATIONAL BANK & TRUST 420 *Closed 2023-12-31 0 $0 -5,284
   COREPATH WEALTH PARTNERS LLC 35 *Closed 2024-03-31 0 $0 -14,576
   Impact Partnership Wealth LLC 1016 *Closed 2023-12-31 0 $0 -300
   KPP Advisory Services LLC 184 *Closed 2023-12-31 0 $0 -224,241
   CFO4Life L.P. 202 *Closed 2022-12-31 0 $0 -232,918
   Richardson Capital Management LLC 171 *Closed 2024-03-31 0 $0 -234
   Atlas Financial Advisors Inc. 42 *Closed 2023-12-31 0 $0 -5,527
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 240 *Closed 2023-12-31 0 $0 -149
   SILVER OAK SECURITIES Inc 540 *Closed 2023-12-31 0 $0 -4,498
   One Capital Management LLC 291 *Closed 2023-12-31 0 $0 -16,441
   Coppell Advisory Solutions Corp. 1164 *Closed 2023-03-31 0 $0 -960
   MJP ASSOCIATES INC /ADV 235 *Closed 2024-03-31 0 $0 -3,905
   Meridian Wealth Management LLC 483 *Closed 2024-03-31 0 $0 -155,856
   MILLENNIUM MANAGEMENT LLC 4435 *Closed 2023-12-31 0 $0 -8,328
   Vident Investment Advisory LLC 1101 *Closed 2023-09-30 0 $0 -5,400
   Advisor Resource Council 433 *Closed 2024-03-31 0 $0 -5,782
   GRIES FINANCIAL LLC 224 *Closed 2023-12-31 0 $0 -4,251
   Turtle Creek Wealth Advisors LLC *Closed 2024-03-31 0 $0 -1,745
   Buck Wealth Strategies LLC *Closed 2024-03-31 0 $0 -97,604
   JOURNEY STRATEGIC WEALTH LLC 254 *Closed 2023-12-31 0 $0 -4,944
   ZACKS INVESTMENT MANAGEMENT 695 *Closed 2023-12-31 0 $0 -6,161
   Ford Financial Group Inc. 92 *Closed 2023-03-31 0 $0 -5,571
   SPRINGBOK CAPITAL MANAGEMENT LLC 1289 *Closed 2023-12-31 0 $0 -9,901
   BOURGEON CAPITAL MANAGEMENT LLC 393 *Closed 2024-03-31 0 $0 -740
   Sanchez Wealth Management Group 38 *Closed 2023-12-31 0 $0 -108,382
   Buckingham Strategic Partners 474 *Closed 2023-12-31 0 $0 -10,164
   KARLINSKI ANDREW C 209 *Closed 2022-12-31 0 $0 -10,861
   S.E.E.D. Planning Group LLC 90 *Closed 2024-03-31 0 $0 -4,000
   Delos Wealth Advisors LLC 381 *Closed 2023-12-31 0 $0 -169
   Gateway Wealth Partners LLC 295 *Closed 2023-12-31 0 $0 -7,033
   Diametric Capital LP 428 *Closed 2023-12-31 0 $0 -30,843
   Capstone Triton Financial Group LLC 102 *Closed 2024-03-31 0 $0 -4,973
  64 Records found
  1    
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