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 |
|---|---|---|---|---|---|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
18,639
shares
|
$1.13 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
18,632
shares
|
$1.13 Million
0.54% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
18,607
shares
|
$1.13 Million
0.42% of portfolio
|
Q4 2024
Reduced 27.53%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
18,552
shares
|
$1.13 Million
0.38% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
18,515
shares
|
$1.12 Million
1.2% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
18,509
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Added 40.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
18,406
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
18,382
shares
|
$1.12 Million
0.41% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
18,321
shares
|
$1.11 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
18,282
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 60.21%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
18,164
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 90.3%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
17,792
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
17,685
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
17,648
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
17,607
shares
|
$1.07 Million
0.21% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
17,353
shares
|
$1.05 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
17,335
shares
|
$1.05 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
17,281
shares
|
$1.05 Million
0.11% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
17,257
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
17,254
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
17,236
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
17,217
shares
|
$1.04 Million
0.46% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,047
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
16,974
shares
|
$1.03 Million
0.17% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
16,940
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 26.16%
|