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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
19,752
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
19,599
shares
|
$1.24 Million
0.88% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,504
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
19,230
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,202
shares
|
$1.22 Million
0.24% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
19,197
shares
|
$1.22 Million
0.42% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
19,127
shares
|
$1.21 Million
0.34% of portfolio
|
Q1 2024
Added 25.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
19,050
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 186.42%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
19,049
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
19,018
shares
|
$1.21 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
18,949
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
18,929
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.95%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
18,916
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
18,659
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
18,639
shares
|
$1.18 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
18,607
shares
|
$1.18 Million
0.42% of portfolio
|
Q4 2024
Reduced 27.53%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
18,552
shares
|
$1.18 Million
0.38% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
18,406
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
18,382
shares
|
$1.17 Million
0.41% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
18,373
shares
|
$1.17 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
18,321
shares
|
$1.16 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
18,315
shares
|
$1.16 Million
0.55% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
18,000
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
17,698
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
17,685
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
Added 2.31%
|