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 |
|---|---|---|---|---|---|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
95,820
shares
|
$5.86 Million
2.44% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
95,109
shares
|
$5.82 Million
0.07% of portfolio
|
Q4 2024
Added 399.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
94,625
shares
|
$5.79 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
94,445
shares
|
$5.78 Million
0.92% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
93,641
shares
|
$5.73 Million
3.38% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
93,627
shares
|
$5.73 Million
2.87% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
93,387
shares
|
$5.71 Million
2.8% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
93,152
shares
|
$5.7 Million
0.06% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
92,470
shares
|
$5.66 Million
3.32% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
92,394
shares
|
$5.65 Million
0.31% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
92,279
shares
|
$5.64 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
92,268
shares
|
$5.64 Million
0.09% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
92,003
shares
|
$5.63 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
91,888
shares
|
$5.62 Million
1.48% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
91,585
shares
|
$5.6 Million
0.6% of portfolio
|
Q3 2022
Added 8.64%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
90,081
shares
|
$5.51 Million
3.33% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
89,741
shares
|
$5.49 Million
5.85% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
89,253
shares
|
$5.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
89,152
shares
|
$5.45 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
88,940
shares
|
$5.44 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
88,619
shares
|
$5.42 Million
0.52% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
86,575
shares
|
$5.29 Million
0.16% of portfolio
|
Q2 2020
Added 71.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
86,521
shares
|
$5.29 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
84,525
shares
|
$5.17 Million
0.2% of portfolio
|
Q4 2024
Reduced 20.41%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
83,805
shares
|
$5.13 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.72%
|