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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
51,771
shares
|
$3.28 Million
0.3% of portfolio
|
Q2 2023
Reduced 9.71%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
51,232
shares
|
$3.24 Million
0.12% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
51,099
shares
|
$3.24 Million
1.68% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
51,072
shares
|
$3.23 Million
1.02% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
50,835
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
50,414
shares
|
$3.19 Million
1.1% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
49,963
shares
|
$3.16 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
48,568
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
47,916
shares
|
$3.03 Million
0.16% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
47,540
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
47,517
shares
|
$3.01 Million
0.79% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
47,490
shares
|
$3.01 Million
0.03% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
46,849
shares
|
$2.97 Million
0.08% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
46,599
shares
|
$2.95 Million
0.23% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
46,257
shares
|
$2.93 Million
0.96% of portfolio
|
Q3 2024
Reduced 53.67%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
46,103
shares
|
$2.92 Million
0.44% of portfolio
|
Q2 2024
Reduced 22.79%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
46,094
shares
|
$2.92 Million
0.18% of portfolio
|
Q3 2024
Added 243.55%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
45,896
shares
|
$2.91 Million
0.25% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
45,069
shares
|
$2.85 Million
0.11% of portfolio
|
Q3 2024
Added 33.79%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
44,993
shares
|
$2.85 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
44,617
shares
|
$2.83 Million
1.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
44,066
shares
|
$2.79 Million
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
43,851
shares
|
$2.78 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
43,542
shares
|
$2.76 Million
0.21% of portfolio
|
Q4 2024
Added 346.91%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
43,387
shares
|
$2.75 Million
1.25% of portfolio
|
Q3 2024
Reduced 4.22%
|