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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
490,954
shares
|
$30 Million
0.47% of portfolio
|
Q4 2024
Added 163.29%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
478,425
shares
|
$29.3 Million
11.1% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
463,812
shares
|
$28.4 Million
9.7% of portfolio
|
Q4 2024
Added 22.55%
|
|
|
Demars Financial Group, LLC
|
Feb 13, 2025 Q4 2024 |
444,383
shares
|
$27.2 Million
0.23% of portfolio
|
Q4 2024
Added 6052.33%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
435,643
shares
|
$26.6 Million
6.57% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
425,713
shares
|
$26 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
422,929
shares
|
$25.9 Million
11.75% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
419,637
shares
|
$25.7 Million
1.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
410,593
shares
|
$25.1 Million
8.44% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
404,565
shares
|
$24.7 Million
1.92% of portfolio
|
Q4 2024
Added 34.99%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
404,016
shares
|
$24.7 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
394,925
shares
|
$24.2 Million
3.14% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
386,293
shares
|
$23.6 Million
0.1% of portfolio
|
Q4 2024
Added 171.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
377,032
shares
|
$23.1 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
375,087
shares
|
$22.9 Million
3.95% of portfolio
|
Q4 2022
Added 8.93%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
375,087
shares
|
$22.9 Million
3.94% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
367,949
shares
|
$22.5 Million
11.64% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
355,081
shares
|
$21.7 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
350,453
shares
|
$21.4 Million
1.86% of portfolio
|
Q4 2024
Added 102.16%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
349,463
shares
|
$21.4 Million
11.32% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
349,261
shares
|
$21.4 Million
8.78% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
348,827
shares
|
$21.3 Million
5.92% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
343,026
shares
|
$21 Million
0.16% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
342,909
shares
|
$21 Million
8.63% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
341,006
shares
|
$20.9 Million
0.21% of portfolio
|
Q4 2024
Added 7.52%
|