Who owns Ishares Tr core div grwth?

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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
LPL Financial 19M $1.3B 3% Dec 2025
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Wealthfront Advisers 14M $967M 5% Dec 2025
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Raymond James Financial 11M $746M 3% Dec 2025
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Envestnet Asset Management 10M $714M -3% Dec 2025
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Jones Financial Companies, L.L 10M $694M 16% Dec 2025
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Capital Investment Advisors 8.4M $592M 1% Mar 2026
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Commonwealth Equity Services 7.3M $505M -4% Dec 2025
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Wells Fargo & Company 7.1M $490M 10% Dec 2025
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Ameriprise Financial 6.9M $482M -5% Dec 2025
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Pnc Financial Services 6.8M $471M -11% Dec 2025
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FMR 5.8M $402M 11% Dec 2025
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HighTower Advisors 5.0M $347M 1% Dec 2025
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Goldman Sachs Group 5.0M $346M 0% Dec 2025
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UBS Group 4.5M $314M -5% Dec 2025
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Mml Investors Services 3.6M $248M -5% Dec 2025
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Vantagepoint Investment Advisers 3.2M $221M -2% Dec 2025
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Cetera Investment Advisers 3.1M $215M 20% Dec 2025
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Branch Banking & Trust Company 3.0M $210M 0% Dec 2025
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Stifel Financial 2.7M $186M 5% Dec 2025
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Mariner Wealth Advisors 2.6M $180M -2% Dec 2025
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Northwestern Mutual Wealth Management Company 2.4M $165M 3% Dec 2025
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Hm Payson & Co 2.0M $138M 955% Mar 2026
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Nelson, Van Denburg & Campbell Wealth Management 1.9M $133M 0% Mar 2026
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Td Private Client Wealth 1.7M $120M 15% Dec 2025
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CI Private Wealth 1.6M $115M 8% Dec 2025
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Advisor Group Holdings 1.6M $114M 2% Dec 2025
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Citadel Advisors 1.5M $107M 17% Dec 2025
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First Command Advisory Services 1.5M $105M -1% Dec 2025
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ProVise Management Group 1.4M $95M 2% Dec 2025
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Strategies Wealth Advisors 1.3M $90M 4% Dec 2025
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BlackRock 1.3M $88M -38% Dec 2025
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Gratus Wealth Advisors 1.3M $87M 2% Dec 2025
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Quotient Wealth Partners 1.2M $86M 100% Mar 2026
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Ledyard National Bank 1.2M $85M 8% Dec 2025
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SHP Wealth Management 1.2M $84M 100% Dec 2025
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Sailer Financial 1.1M $79M -1% Dec 2025
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Cambridge Investment Research Advisors 1.1M $74M 3% Dec 2025
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Confluence Wealth Services 1.0M $72M 11% Dec 2025
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Sanctuary Advisors 971k $67M 12% Dec 2025
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American Trust 961k $67M 16% Dec 2025
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Private Advisor 946k $66M -9% Dec 2025
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Baird Financial 916k $64M 0% Dec 2025
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Goss Wealth Management 886k $62M 11% Dec 2025
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Beacon Pointe Advisors 848k $59M -7% Dec 2025
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Stonebridge Financial Group 830k $58M 5% Mar 2026
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First Business Financial Services 822k $57M 0% Dec 2025
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Horizon Investments 800k $56M -9% Dec 2025
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Brian McDonald 733k $51M 2% Dec 2025
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Sigma Planning 731k $51M -3% Dec 2025
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JGP Wealth Management 727k $51M 45% Mar 2026
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J.w. Cole Advisors 719k $38M 2% Dec 2025
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FORM Wealth Advisors 715k $50M 21% Mar 2026
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Warren Averett Asset Management 715k $50M 36% Dec 2025
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Bank of New York Mellon 706k $49M -5% Dec 2025
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Auto-Owners Insurance 690k $48M 0% Mar 2026
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Kestra Advisory Services 685k $48M 74% Dec 2025
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Conservest Capital Advisors 683k $47M 1% Dec 2025
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Captrust Financial Advisors 679k $47M 2% Dec 2025
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Colony 675k $46M 5% Dec 2025
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Steward Partners Investment Advisory 668k $46M 2% Dec 2025
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Madison Wealth Partners 648k $45M 2% Dec 2025
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Ritter Daniher Financial Advisory LLC / DE 630k $44M 0% Dec 2025
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Fft Wealth Management 607k $42M -11% Dec 2025
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Oppenheimer & Co 602k $42M 2% Dec 2025
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XML Financial 576k $40M 13% Mar 2026
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David Vaughan Investments 569k $40M 2% Dec 2025
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Wolff Financial Management 567k $40M 3% Mar 2026
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Correct Capital Wealth Management 548k $38M 5% Dec 2025
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Janney Montgomery Scott 543k $38M 3% Dec 2025
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Vestmark Advisory Solutions 542k $38M 10% Dec 2025
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Scott Capital Advisors 540k $39M 6% Mar 2026
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Dagco 520k $37M 2% Mar 2026
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Litman Gregory Asset Management 503k $35M 1% Dec 2025
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Fifth Third Securities 501k $35M 1% Mar 2026
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Equitable Holdings 499k $35M 8% Dec 2025
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Natixis Asset Management Advisors 468k $33M 24% Dec 2025
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Stratos Wealth Partners 463k $32M -2% Dec 2025
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Hughes Financial Services 446k $31M -27% Dec 2025
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Altus Wealth Management 442k $31M 0% Mar 2026
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D'Orazio & Associates 441k $31M -2% Dec 2025
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Silver Coast Investments 433k $30M 1% Dec 2025
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Legacy Financial Strategies 426k $30M -28% Dec 2025
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Provident Wealth Management 420k $29M -1% Mar 2026
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Compass Ion Advisors 419k $29M 2% Mar 2026
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Capital Analysts 414k $29M 3% Dec 2025
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Wiley Bros.-aintree Capital 391k $27M 5% Dec 2025
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Alliance Wealth Advisors 387k $27M 5% Dec 2025
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Creative Planning 385k $27M -3% Dec 2025
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Sweeney & Michel 384k $28M 3% Mar 2026
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Adirondack Capital Advisors 380k $27M 100% Mar 2026
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Presidio Capital Management 369k $26M 4% Mar 2026
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Consilio Wealth Advisors 367k $26M 1% Dec 2025
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Davidson Capital Management 350k $25M 100% Mar 2026
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Summit Investment Advisory Services 349k $24M -1% Dec 2025
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Schwarz Dygos Wheeler Investment Advisors 340k $24M 1% Dec 2025
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FourThought Financial Partners 335k $23M 105% Dec 2025
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Regent Peak Wealth Advisors 329k $23M -7% Mar 2026
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Regions Bank 327k $23M 100% Dec 2025
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Global Retirement Partners 326k $23M 39% Dec 2025
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Allegheny Financial Group 321k $23M 1% Mar 2026
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Meridian Financial Partners 321k $23M -14% Mar 2026
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PFG Financial Advisors 318k $22M 2% Dec 2025
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United Capital Financial Advisers 316k $22M 267% Dec 2025
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Rsm Us Wealth Management 315k $22M 0% Dec 2025
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MAI Wealth Advisors 311k $22M 9% Dec 2025
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Capital Advisors 309k $22M 1% Mar 2026
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Davenport & Co 308k $22M 2% Mar 2026
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Prospera Financial Services 308k $22M 10% Mar 2026
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Robertson Stephens Wealth Management 307k $21M -1% Dec 2025
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Chas. P. Smith & Associates, PA, CPA's 305k $21M 84% Dec 2025
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Powers Advisory Group 296k $21M 9% Mar 2026
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Rockefeller Capital Management 290k $20M 28% Dec 2025
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Financiere des Professionnels - Fonds d,investissement 290k $20M 18% Dec 2025
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Morton Community Bank 290k $21M 4% Dec 2025
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HB Wealth Management 287k $20M -2% Dec 2025
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Colonial Asset Management 283k $20M 1% Dec 2025
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Kingsview Wealth Management 282k $20M 70% Dec 2025
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Atria Investments 277k $19M 25% Dec 2025
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EverSource Wealth Advisors 273k $19M 7% Dec 2025
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Integrated Wealth Concepts 266k $19M -8% Dec 2025
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Objectivity Squared 266k $19M 2% Dec 2025
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Mercer Global Advisors 264k $18M 21% Dec 2025
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Buck Wealth Strategies 263k $18M 76% Dec 2025
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46 Peaks 262k $18M 100% Dec 2025
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London & Capital Asset Management 261k $18M 100% Dec 2025
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Cypress Financial Planning 259k $18M 5% Mar 2026
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WealthPlan Investment Management 256k $18M -10% Dec 2025
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Arkadios Wealth Advisors 253k $18M 76% Dec 2025
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Accel Wealth Management 243k $17M 6% Mar 2026
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IFS Advisors 241k $17M 2% Mar 2026
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Capital Planning 239k $17M 0% Dec 2025
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Rooted Wealth Advisors 238k $17M -9% Mar 2026
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Mutual Advisors 238k $17M 0% Dec 2025
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Verus Capital Partners 233k $16M 9% Dec 2025
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Jackson Wealth Management 232k $16M 3% Dec 2025
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PFS Partners 230k $16M 1% Mar 2026
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Feltz Wealth PLAN 230k $16M -1% Dec 2025
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Kestra Private Wealth Services 227k $16M 6% Mar 2026
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Tandem Wealth Advisors 225k $16M -4% Dec 2025
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Envestnet Portfolio Solutions 225k $16M 6% Dec 2025
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TBH Global Asset Management 223k $16M 2% Dec 2025
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Gotham Asset Management 222k $15M 4% Dec 2025
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Atwater Malick 221k $15M 24% Dec 2025
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Well Done 220k $16M -2% Mar 2026
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PSI Advisors 219k $15M 0% Dec 2025
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Eagle Strategies 219k $15M -13% Mar 2026
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Dynamic Advisors Solutions 213k $15M 5% Mar 2026
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LifeGoal Wealth Advisors 210k $15M 9% Mar 2026
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FC Advisory 199k $14M 3% Mar 2026
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KPP Advisory Services 181k $13M -13% Dec 2025
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Ridgecrest Wealth Partners 172k $12M -27% Dec 2025
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Sig Brokerage 7.1k $495k -97% Dec 2025
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Who sold out of Ishares Tr core div grwth?

Fund or Company Name Date Sold Shares Held Valued At
Wellington Management Company Sep 2025 968k $66M
Wealth Enhancement Advisory Services Dec 2025 580k $41M