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 |
|---|---|---|---|---|---|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
220,350
shares
|
$13.5 Million
2.12% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
211,229
shares
|
$12.9 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
210,376
shares
|
$12.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
210,211
shares
|
$12.9 Million
0.04% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
208,916
shares
|
$12.8 Million
6.44% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
208,052
shares
|
$12.7 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
207,868
shares
|
$12.7 Million
2.8% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
205,155
shares
|
$12.5 Million
1.63% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
204,461
shares
|
$12.5 Million
6.59% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
204,037
shares
|
$12.5 Million
9.85% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
203,262
shares
|
$12.4 Million
0.02% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
202,273
shares
|
$12.4 Million
2.45% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
199,756
shares
|
$12.2 Million
1.87% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
195,331
shares
|
$11.9 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
194,588
shares
|
$11.9 Million
4.41% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
193,784
shares
|
$11.9 Million
2.32% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
193,449
shares
|
$11.8 Million
6.38% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
191,073
shares
|
$11.7 Million
1.03% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
187,203
shares
|
$11.4 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
185,834
shares
|
$11.4 Million
0.55% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
185,731
shares
|
$11.4 Million
1.05% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
185,092
shares
|
$11.3 Million
8.92% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
184,632
shares
|
$11.3 Million
4.34% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
184,254
shares
|
$11.3 Million
0.68% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
183,713
shares
|
$11.2 Million
0.24% of portfolio
|
Q1 2024
Added 8.76%
|