DGRO

Ishares Core Dividend Growth

Latest period2024 - Q4Total superinvestors179

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 179 superinvestors own shares of Ishares Core Dividend Growth (DGRO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core Dividend Growth (DGRO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core Dividend Growth (DGRO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core Dividend Growth (DGRO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 2.47%
9.38%
$459.778M
7.496M shares@ 61.35 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 2.85%
3.9%
$106.591M
1.738M shares@ 61.35 avg price
Anneliese Griego@Smith Anglin Financial, Llc
Recent Activity
Increased 4.4%
8.1%
$86.234M
1.406M shares@ 61.34 avg price
Carmen Laster@Regent Peak Wealth Advisors Llc
Recent Activity
Increased 180.7%
4.61%
$41.046M
669,152 shares@ 61.34 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.32%
0.07%
$32.941M
525,457 shares@ 62.69 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 4.93%
0.09%
$31.955M
520,941 shares@ 61.35 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 6.99%
2.83%
$30.911M
503,935 shares@ 61.35 avg price
Ashleigh Swayze@Meridian Financial Partners Llc
Recent Activity
Increased 8.25%
11.32%
$21.436M
349,463 shares@ 61.34 avg price
Nathaniel Donohue@Consilio Wealth Advisors, Llc
Recent Activity
Increased 1.44%
8.77%
$21.424M
349,261 shares@ 61.35 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
Increased 1.32%
5.62%
$21.397M
348,827 shares@ 61.34 avg price