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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
66,272
shares
|
$4.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
65,415
shares
|
$4.14 Million
0.76% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
64,691
shares
|
$4.1 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
64,280
shares
|
$4.07 Million
1.85% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
63,109
shares
|
$4 Million
0.01% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
62,461
shares
|
$3.96 Million
0.75% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
62,024
shares
|
$3.93 Million
0.93% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
59,697
shares
|
$3.78 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
59,497
shares
|
$3.77 Million
0.21% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
58,030
shares
|
$3.68 Million
0.45% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
57,692
shares
|
$3.65 Million
0.12% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
57,396
shares
|
$3.63 Million
0.56% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
56,440
shares
|
$3.57 Million
0.3% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
56,229
shares
|
$3.56 Million
2.44% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
56,215
shares
|
$3.56 Million
0.1% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
55,600
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Added 131.67%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
55,217
shares
|
$3.5 Million
1.02% of portfolio
|
Q4 2024
Reduced 31.94%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
53,952
shares
|
$3.42 Million
0.11% of portfolio
|
Q4 2024
Added 48.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
53,951
shares
|
$3.42 Million
0.04% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
53,407
shares
|
$3.38 Million
1.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
52,768
shares
|
$3.34 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
52,427
shares
|
$3.32 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
52,127
shares
|
$3.3 Million
1.47% of portfolio
|
Q2 2024
Added 5.16%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
51,993
shares
|
$3.29 Million
1.45% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
51,852
shares
|
$3.28 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.26%
|