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 1,159 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
80,918
shares
|
$5.14 Million
0.55% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
79,946
shares
|
$5.07 Million
1.16% of portfolio
|
Q4 2024
Reduced 54.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
78,874
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
78,822
shares
|
$5 Million
0.63% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
78,600
shares
|
$4.99 Million
0.42% of portfolio
|
Q3 2024
Added 24.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
78,016
shares
|
$4.95 Million
0.14% of portfolio
|
Q3 2024
Added 69.74%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
77,948
shares
|
$4.95 Million
1.45% of portfolio
|
Q2 2022
Added 11.21%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
76,718
shares
|
$4.87 Million
0.59% of portfolio
|
Q4 2024
Added 42.71%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
76,616
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2024
Added 46.19%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
76,028
shares
|
$4.83 Million
1.64% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
75,337
shares
|
$4.78 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
75,039
shares
|
$4.76 Million
0.05% of portfolio
|
Q3 2024
Added 29.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
74,840
shares
|
$4.75 Million
0.2% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
74,371
shares
|
$4.72 Million
0.44% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
73,927
shares
|
$4.69 Million
2.37% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
73,391
shares
|
$4.66 Million
0.12% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
71,758
shares
|
$4.55 Million
0.37% of portfolio
|
Q4 2024
Added 30.09%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
70,981
shares
|
$4.51 Million
1.37% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
70,556
shares
|
$4.48 Million
3.19% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
70,433
shares
|
$4.47 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
69,910
shares
|
$4.44 Million
0.96% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
69,699
shares
|
$4.42 Million
1.47% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
69,407
shares
|
$4.41 Million
1.64% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
68,741
shares
|
$4.36 Million
1.45% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
68,686
shares
|
$4.36 Million
0.96% of portfolio
|
Q3 2024
Added 0.1%
|