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 1,128 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
308
shares
|
$19,505
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
308
shares
|
$19,505
0.0% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
308
shares
|
$19,505
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$18,999
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
269
shares
|
$17,035
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
256
shares
|
$16,212
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
245
shares
|
$15,515
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
243
shares
|
$15,389
0.0% of portfolio
|
Q3 2024
Reduced 51.01%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
229
shares
|
$14,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
222
shares
|
$14,059
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
200
shares
|
$12,666
0.0% of portfolio
|
Q1 2023
Added 19900.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
192
shares
|
$12,159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
176
shares
|
$11,146
0.01% of portfolio
|
Q2 2023
Reduced 22.81%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
174
shares
|
$11,019
0.0% of portfolio
|
Q3 2024
Reduced 75.46%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
170
shares
|
$10,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
170
shares
|
$10,766
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
166
shares
|
$10,512
0.0% of portfolio
|
Q4 2024
Reduced 95.72%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
150
shares
|
$9,499
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
142
shares
|
$8,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
134
shares
|
$8,486
0.01% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
122
shares
|
$7,726
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
120
shares
|
$7,599
0.0% of portfolio
|
Q1 2022
Added 1214.17%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
118
shares
|
$7,472
0.0% of portfolio
|
Q2 2024
Reduced 98.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
101
shares
|
$6,396
0.0% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
100
shares
|
$6,333
0.0% of portfolio
|
Q4 2023
New holding
|