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 1,177 institutions that hold shares in the stock, with a total of 271 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 |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
25,403
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
25,345
shares
|
$1.6 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
25,318
shares
|
$1.6 Million
0.25% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
25,254
shares
|
$1.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
25,195
shares
|
$1.59 Million
0.39% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
25,109
shares
|
$1.59 Million
0.64% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
25,070
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
24,954
shares
|
$1.58 Million
0.16% of portfolio
|
Q3 2024
Reduced 27.79%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
24,948
shares
|
$1.58 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
24,847
shares
|
$1.57 Million
0.47% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
24,774
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
24,756
shares
|
$1.57 Million
0.4% of portfolio
|
Q4 2024
Added 42.55%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
24,688
shares
|
$1.56 Million
0.21% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
24,668
shares
|
$1.56 Million
0.17% of portfolio
|
Q4 2024
Added 24.69%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
24,572
shares
|
$1.55 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
24,566
shares
|
$1.55 Million
0.29% of portfolio
|
Q4 2022
Reduced 7.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
24,476
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Added 26.02%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
24,057
shares
|
$1.52 Million
0.22% of portfolio
|
Q4 2024
Reduced 41.03%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
23,991
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
23,512
shares
|
$1.49 Million
0.3% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
23,478
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
23,092
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 74.0%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
23,024
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
22,993
shares
|
$1.45 Million
0.41% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
22,973
shares
|
$1.45 Million
0.29% of portfolio
|
Q4 2024
Added 9.31%
|