Who owns Ishares Tr core div grwth?
- Ticker: DGRO
- CUSIP Number: 46434v621
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr core div grwth with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr core div grwth stock
Who bought or sold Ishares Tr core div grwth this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 18M | $1.1B | 100% | Dec 2024 |
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| Bank of America Corporation | 18M | $1.1B | 4% | Dec 2024 |
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| Wealthfront Advisers | 17M | $3.1B | 38940% | Mar 2025 |
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| LPL Financial | 16M | $970M | 6% | Mar 2025 |
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| Raymond James Financial | 10M | $617M | 100% | Dec 2024 |
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| Envestnet Asset Management | 9.5M | $587M | -11% | Mar 2025 |
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| Commonwealth Equity Services | 7.8M | $476M | 9% | Dec 2024 |
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| Capital Investment Advisors | 7.7M | $476M | 3% | Mar 2025 |
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| Pnc Financial Services | 7.7M | $472M | -2% | Dec 2024 |
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| Ameriprise Financial | 7.3M | $450M | 0% | Dec 2024 |
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| FMR | 6.8M | $421M | -13% | Mar 2025 |
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| Wells Fargo & Company | 6.2M | $380M | 18% | Dec 2024 |
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| Royal Bank of Canada | 5.9M | $364M | 3% | Dec 2024 |
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| BlackRock | 5.4M | $334M | 0% | Mar 2025 |
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| UBS Group | 4.7M | $288M | -2% | Mar 2025 |
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| Goldman Sachs Group | 4.5M | $279M | 3% | Mar 2025 |
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| Mml Investors Services | 3.8M | $236M | 1% | Dec 2024 |
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| HighTower Advisors | 3.2M | $199M | 4% | Dec 2024 |
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| Jpmorgan Chase & Co | 3.2M | $200M | -4% | Mar 2025 |
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| Mariner Wealth Advisors | 3.1M | $187M | 41% | Dec 2024 |
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| Branch Banking & Trust Company | 3.0M | $186M | -4% | Mar 2025 |
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| Stifel Financial | 2.2M | $138M | 6% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 2.0M | $125M | 14% | Dec 2024 |
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| Cetera Investment Advisers | 2.0M | $123M | -6% | Dec 2024 |
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| Jones Financial Companies, L.L | 1.8M | $114M | -56% | Mar 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.8M | $109M | 2% | Mar 2025 |
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| First Command Advisory Services | 1.5M | $93M | -1% | Mar 2025 |
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| Northeast Financial Consultants | 1.5M | $91M | 1% | Mar 2025 |
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| Smith Anglin Financial | 1.4M | $88M | 1% | Mar 2025 |
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| Advisor Group Holdings | 1.3M | $81M | -27% | Mar 2025 |
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| ProVise Management Group | 1.3M | $81M | 5% | Mar 2025 |
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| Strategies Wealth Advisors | 1.2M | $77M | 3% | Mar 2025 |
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| Ledyard National Bank | 1.2M | $74M | -14% | Mar 2025 |
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| Gratus Wealth Advisors | 1.2M | $74M | 7% | Dec 2024 |
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| Private Advisor | 1.1M | $71M | 1% | Mar 2025 |
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| Td Private Client Wealth | 1.1M | $69M | 15% | Mar 2025 |
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| Cambridge Investment Research Advisors | 983k | $61M | -2% | Mar 2025 |
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| Bank of New York Mellon | 971k | $60M | 3% | Mar 2025 |
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| Sailer Financial | 965k | $59M | -1% | Dec 2024 |
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| Baird Financial | 960k | $59M | 0% | Dec 2024 |
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| First Business Financial Services | 936k | $58M | 4% | Mar 2025 |
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| Sanctuary Advisors | 889k | $57M | -2% | Dec 2024 |
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| Confluence Wealth Services | 828k | $49M | 7% | Mar 2025 |
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| Sigma Planning | 809k | $50M | 34% | Mar 2025 |
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| Colony | 805k | $50M | 56% | Dec 2024 |
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| Correct Capital Wealth Management | 774k | $48M | -2% | Mar 2025 |
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| Stonebridge Financial Group | 763k | $47M | 5% | Mar 2025 |
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| Captrust Financial Advisors | 715k | $44M | 0% | Dec 2024 |
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| Conservest Capital Advisors | 692k | $43M | 1% | Mar 2025 |
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| FORM Wealth Advisors | 664k | $41M | 100% | Mar 2025 |
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| Steward Partners Investment Advisory | 650k | $40M | 4% | Dec 2024 |
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| Fft Wealth Management | 645k | $40M | 59% | Mar 2025 |
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| American Trust | 635k | $39M | -55% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 623k | $39M | 1% | Mar 2025 |
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| Madison Wealth Partners | 612k | $38M | -32% | Mar 2025 |
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| Oppenheimer & Co | 598k | $37M | 2% | Mar 2025 |
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| O'Dell Group | 598k | $37M | 2% | Mar 2025 |
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| Goss Wealth Management | 589k | $36M | 15% | Dec 2024 |
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| Vestmark Advisory Solutions | 588k | $36M | -4% | Dec 2024 |
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| Ritter Daniher Financial Advisory LLC / DE | 585k | $36M | 4% | Mar 2025 |
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| Legacy Financial Strategies | 556k | $34M | 2% | Mar 2025 |
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| D'Orazio & Associates | 544k | $34M | -3% | Mar 2025 |
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| Brian McDonald | 540k | $33M | -10% | Dec 2024 |
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| Janney Montgomery Scott | 529k | $33M | 2% | Mar 2025 |
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| David Vaughan Investments | 528k | $32M | 2% | Dec 2024 |
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| J.w. Cole Advisors | 524k | $32M | -7% | Mar 2025 |
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| Stratos Wealth Partners | 519k | $32M | 38% | Mar 2025 |
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| Wolff Financial Management | 512k | $32M | 1% | Mar 2025 |
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| XML Financial | 496k | $31M | -1% | Mar 2025 |
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| Warren Averett Asset Management | 491k | $30M | 163% | Dec 2024 |
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| Dagco | 464k | $29M | 23% | Dec 2024 |
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| Silver Coast Investments | 453k | $28M | -5% | Mar 2025 |
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| JGP Wealth Management | 446k | $28M | 59% | Mar 2025 |
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| Demars Financial Group | 427k | $6.9M | -4% | Mar 2025 |
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| Altus Wealth Management | 424k | $26M | 0% | Mar 2025 |
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| Provident Wealth Management | 419k | $26M | 2% | Mar 2025 |
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| Mirae Asset Global Investments | 418k | $26M | 8% | Mar 2025 |
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| Fifth Third Securities | 415k | $26M | 3% | Mar 2025 |
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| Compass Ion Advisors | 411k | $25M | 4% | Mar 2025 |
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| Litman Gregory Asset Management | 395k | $24M | 13% | Mar 2025 |
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| Creative Planning | 374k | $23M | 64% | Mar 2025 |
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| Atria Wealth Solutions | 371k | $23M | -13% | Mar 2025 |
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| Summit Investment Advisory Services | 362k | $22M | -2% | Mar 2025 |
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| Sweeney & Michel | 362k | $20M | 6% | Mar 2025 |
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| Meridian Financial Partners | 357k | $22M | 2% | Mar 2025 |
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| Consilio Wealth Advisors | 355k | $22M | 2% | Mar 2025 |
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| Atria Investments | 355k | $22M | -5% | Dec 2024 |
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| Alliance Wealth Advisors | 351k | $22M | 3% | Mar 2025 |
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| Capital Planning | 347k | $22M | 0% | Mar 2025 |
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| Atlas Private Wealth Advisors | 342k | $21M | 12% | Mar 2025 |
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| Regent Peak Wealth Advisors | 342k | $21M | 2% | Mar 2025 |
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| Equitable Holdings | 341k | $21M | 8% | Dec 2024 |
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| H D Vest Advisory Services | 338k | $21M | 9% | Dec 2024 |
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| Regions Bank | 336k | $21M | -2% | Mar 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 316k | $20M | 3% | Mar 2025 |
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| Rsm Us Wealth Management | 315k | $20M | 2% | Mar 2025 |
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| Allegheny Financial Group | 309k | $19M | 2% | Dec 2024 |
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| Kestra Advisory Services | 308k | $19M | -79% | Dec 2024 |
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| Wealth Group | 307k | $19M | -3% | Mar 2025 |
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| WealthPlan Investment Management | 297k | $18M | -7% | Mar 2025 |
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| Gimbal Financial | 295k | $18M | 2% | Mar 2025 |
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| PFG Financial Advisors | 288k | $18M | -14% | Mar 2025 |
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| Capital Advisors | 285k | $18M | 3% | Mar 2025 |
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| Scott Capital Advisors | 285k | $18M | 12% | Mar 2025 |
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| Custos Family Office | 281k | $17M | -1% | Mar 2025 |
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| Coppell Advisory Solutions | 280k | $13M | 8816% | Mar 2025 |
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| Feltz Wealth PLAN | 279k | $17M | 2% | Mar 2025 |
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| Mercer Global Advisors | 273k | $17M | 5% | Mar 2025 |
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| Davenport & Co | 272k | $17M | 3% | Mar 2025 |
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| Morton Community Bank | 271k | $17M | 2% | Mar 2025 |
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| Financiere des Professionnels - Fonds d,investissement | 269k | $17M | 0% | Mar 2025 |
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| Natixis Asset Management Advisors | 268k | $17M | 32% | Mar 2025 |
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| Chas. P. Smith & Associates, PA, CPA's | 263k | $16M | 6% | Mar 2025 |
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| MAI Wealth Advisors | 263k | $16M | 1% | Dec 2024 |
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| London & Capital Asset Management | 261k | $16M | 0% | Dec 2024 |
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| Well Done | 260k | $16M | 0% | Mar 2025 |
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| Signature Securities Group Corporation | 249k | $15M | 0% | Mar 2025 |
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| Rooted Wealth Advisors | 249k | $14M | -3% | Mar 2025 |
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| Colonial Asset Management | 236k | $15M | 7% | Dec 2024 |
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| Ridgecrest Wealth Partners | 234k | $14M | 2% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 232k | $14M | 4% | Dec 2024 |
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| Integrated Wealth Concepts | 232k | $14M | 10% | Dec 2024 |
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| Eagle Strategies | 231k | $14M | -14% | Mar 2025 |
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| Powers Advisory Group | 229k | $14M | 9% | Mar 2025 |
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| PFS Partners | 228k | $14M | -1% | Mar 2025 |
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| Dynamic Advisors Solutions | 228k | $14M | -2% | Mar 2025 |
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| HB Wealth Management | 227k | $14M | -1% | Mar 2025 |
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| Auto-Owners Insurance | 227k | $14M | -67% | Mar 2025 |
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| Rockefeller Capital Management | 226k | $14M | -46% | Dec 2024 |
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| Jackson Wealth Management | 225k | $14M | 2% | Mar 2025 |
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| Capital Analysts | 225k | $14M | 0% | Dec 2024 |
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| Brass Tax Wealth Management | 214k | $13M | 5% | Mar 2025 |
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| Accel Wealth Management | 214k | $13M | 32% | Mar 2025 |
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| Journey Advisory Group | 211k | $12M | 0% | Dec 2024 |
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| Mutual Advisors | 211k | $13M | 1% | Mar 2025 |
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| Assetmark | 210k | $13M | 14% | Dec 2024 |
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| IFS Advisors | 207k | $13M | 1% | Mar 2025 |
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| Philip James Wealth Mangement | 204k | $13M | -1% | Mar 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 202k | $13M | 1% | Mar 2025 |
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| EverSource Wealth Advisors | 201k | $12M | 9% | Mar 2025 |
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| Tandem Wealth Advisors | 200k | $12M | -2% | Mar 2025 |
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| Fundamentun | 197k | $12M | 14% | Mar 2025 |
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| Savant Capital Management | 196k | $12M | -7% | Mar 2025 |
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| Apexium Financial | 195k | $12M | 0% | Dec 2024 |
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| DDFG | 194k | $12B | 9% | Mar 2025 |
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| Legacy Financial Advisors | 194k | $12M | -2% | Dec 2024 |
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| Beaumont Financial Advisors | 193k | $12M | 1% | Mar 2025 |
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| Emerald Investment Partners | 191k | $12M | 14% | Mar 2025 |
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| Kerntke Otto McGlone Wealth Management Group | 191k | $12M | -32% | Mar 2025 |
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| Cypress Financial Planning | 189k | $12M | -3% | Mar 2025 |
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| FC Advisory | 188k | $12M | 4% | Mar 2025 |
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| Thoroughbred Financial Services | 187k | $12M | -1% | Dec 2024 |
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| Sterling Manor Financial | 185k | $11M | -43% | Mar 2025 |
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| Gallagher Fiduciary Advisors | 180k | $11M | -10% | Dec 2024 |
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| Princeton Global Asset Management | 174k | $11M | -14% | Mar 2025 |
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| Envestnet Portfolio Solutions | 161k | $10M | -40% | Mar 2025 |
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| Concord Wealth Partners | 134k | $8.2M | -45% | Mar 2025 |
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| Crumly & Associates | 133k | $8.2M | -46% | Mar 2025 |
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| Park Avenue Securities | 129k | $8.0M | -53% | Mar 2025 |
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| Susquehanna International | 121k | $7.4M | -40% | Dec 2024 |
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| Lgl Partners | 102k | $6.3M | -67% | Mar 2025 |
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| Concord Asset Management | 88k | $5.2M | -58% | Mar 2025 |
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| Citadel Advisors | 75k | $4.6M | -74% | Dec 2024 |
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| Jane Street | 54k | $3.3M | -95% | Dec 2024 |
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| Bogart Wealth | 3.4k | $212k | -100% | Mar 2025 |
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| Horizon Investments | 107.00 | $6.6k | -100% | Dec 2024 |
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Who sold out of Ishares Tr core div grwth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nan Shan Life Insurance | Sep 2024 | 641k | $40M |
| TBH Global Asset Management | Dec 2024 | 270k | $17M |