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 1,171 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
222
shares
|
$14,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
200
shares
|
$12,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
200
shares
|
$12,656
0.0% of portfolio
|
Q1 2023
Added 19900.0%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
193
shares
|
$12,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
192
shares
|
$12,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
176
shares
|
$11,137
0.01% of portfolio
|
Q2 2023
Reduced 22.81%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
174
shares
|
$11,010
0.0% of portfolio
|
Q3 2024
Reduced 75.46%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
170
shares
|
$10,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
170
shares
|
$10,757
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
166
shares
|
$10,504
0.0% of portfolio
|
Q4 2024
Reduced 95.72%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
150
shares
|
$9,492
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
142
shares
|
$8,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
134
shares
|
$8,479
0.01% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
122
shares
|
$7,720
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
120
shares
|
$7,593
0.0% of portfolio
|
Q1 2022
Added 1214.17%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
118
shares
|
$7,467
0.0% of portfolio
|
Q2 2024
Reduced 98.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
101
shares
|
$6,391
0.0% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
100
shares
|
$6,328
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
94
shares
|
$5,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
91
shares
|
$5,758
0.0% of portfolio
|
Q4 2024
Reduced 70.55%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
87
shares
|
$5,505
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
65
shares
|
$4,113
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
61
shares
|
$3,860
0.0% of portfolio
|
Q4 2024
Reduced 94.08%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
60
shares
|
$3,796
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
53
shares
|
$3,353
0.0% of portfolio
|
Q1 2024
New holding
|