Institutional Ownership Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO). We have compiled data on the 1,213 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
111,199
shares
|
$6.8 Million
6.06% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
110,417
shares
|
$6.75 Million
0.54% of portfolio
|
Q4 2024
Reduced 17.76%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
110,311
shares
|
$6.75 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
109,991
shares
|
$6.73 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
109,892
shares
|
$6.72 Million
0.25% of portfolio
|
Q4 2024
Reduced 66.36%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
108,421
shares
|
$6.63 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
108,188
shares
|
$6.62 Million
0.41% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
107,775
shares
|
$6.59 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
106,894
shares
|
$6.54 Million
3.27% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
105,044
shares
|
$6.42 Million
3.1% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
105,000
shares
|
$6.42 Million
2.13% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
104,752
shares
|
$6.41 Million
3.95% of portfolio
|
Q3 2024
Added 37.92%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
103,411
shares
|
$6.32 Million
3.3% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
102,984
shares
|
$6.3 Million
1.5% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
102,047
shares
|
$6.24 Million
2.87% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
101,388
shares
|
$6.2 Million
2.89% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
100,557
shares
|
$6.15 Million
2.84% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
100,236
shares
|
$6.13 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
99,875
shares
|
$6.11 Million
5.35% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
99,687
shares
|
$6.1 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
99,038
shares
|
$6.06 Million
1.01% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
98,836
shares
|
$6.04 Million
1.52% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
98,763
shares
|
$6.04 Million
0.09% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
98,411
shares
|
$6.02 Million
0.11% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
96,741
shares
|
$5.92 Million
1.0% of portfolio
|
Q4 2024
New holding
|