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 |
|---|---|---|---|---|---|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
20,688
shares
|
$1.26 Million
0.87% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
20,499
shares
|
$1.24 Million
0.23% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
20,414
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
20,321
shares
|
$1.23 Million
1.72% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
20,321
shares
|
$1.23 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
20,235
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2024
Added 272.24%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
20,125
shares
|
$1.22 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
20,082
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
20,054
shares
|
$1.22 Million
1.17% of portfolio
|
Q2 2022
Added 11.6%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
20,005
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
20,000
shares
|
$1.21 Million
0.78% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,800
shares
|
$1.2 Million
0.24% of portfolio
|
Q2 2021
Reduced 1.0%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
19,771
shares
|
$1.2 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
19,230
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
19,197
shares
|
$1.16 Million
0.42% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
19,187
shares
|
$1.16 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
19,141
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
19,127
shares
|
$1.16 Million
0.34% of portfolio
|
Q1 2024
Added 25.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
19,108
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 18.8%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
19,087
shares
|
$1.16 Million
0.36% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
19,076
shares
|
$1.16 Million
0.31% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
19,049
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
18,949
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
18,934
shares
|
$1.15 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
18,916
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.65%
|