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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,822
shares
|
$1.45 Million
0.22% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
22,569
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
22,551
shares
|
$1.43 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
22,521
shares
|
$1.43 Million
0.28% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
22,518
shares
|
$1.43 Million
0.37% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
22,145
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2023
Reduced 60.97%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
22,135
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
22,098
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
22,007
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 227.83%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
21,769
shares
|
$1.38 Million
1.08% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
21,677
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
21,562
shares
|
$1.37 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
21,262
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,078
shares
|
$1.34 Million
0.65% of portfolio
|
Q1 2024
Reduced 8.59%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,966
shares
|
$1.33 Million
0.2% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
20,688
shares
|
$1.31 Million
0.87% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
20,499
shares
|
$1.3 Million
0.23% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
20,321
shares
|
$1.29 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
20,235
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
Added 272.24%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
20,225
shares
|
$1.28 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
20,054
shares
|
$1.27 Million
1.17% of portfolio
|
Q2 2022
Added 11.6%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
20,036
shares
|
$1.27 Million
1.72% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
20,032
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
20,000
shares
|
$1.27 Million
0.78% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
19,800
shares
|
$1.26 Million
0.24% of portfolio
|
Q2 2021
Reduced 1.0%
|