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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
40,902
shares
|
$2.48 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
40,730
shares
|
$2.47 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
40,674
shares
|
$2.47 Million
0.21% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
40,361
shares
|
$2.45 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
40,193
shares
|
$2.44 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
40,175
shares
|
$2.44 Million
0.13% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
40,121
shares
|
$2.43 Million
0.78% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
39,959
shares
|
$2.42 Million
0.77% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
39,929
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 37.57%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
39,753
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
38,569
shares
|
$2.34 Million
0.09% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
37,913
shares
|
$2.3 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
37,534
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
37,488
shares
|
$2.27 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
37,459
shares
|
$2.27 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
37,291
shares
|
$2.26 Million
1.59% of portfolio
|
Q4 2022
Added 6.86%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,275
shares
|
$2.26 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
37,172
shares
|
$2.26 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
36,793
shares
|
$2.23 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
36,742
shares
|
$2.23 Million
1.67% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,734
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
36,193
shares
|
$2.2 Million
0.79% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
35,955
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2022
Added 2.8%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
35,940
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Added 110.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
35,904
shares
|
$2.18 Million
0.06% of portfolio
|
Q4 2024
Added 20.39%
|