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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
15,686
shares
|
$995,276
0.09% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
15,638
shares
|
$992,231
0.24% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,598
shares
|
$989,693
1.15% of portfolio
|
Q3 2022
Reduced 3.29%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
15,591
shares
|
$989,248
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
15,575
shares
|
$988,233
0.19% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
15,575
shares
|
$988,233
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
15,511
shares
|
$984,172
0.15% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
15,454
shares
|
$980,556
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
15,298
shares
|
$970,658
0.05% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
15,254
shares
|
$967,866
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
15,236
shares
|
$966,724
0.2% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,852
shares
|
$942,359
0.02% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
14,785
shares
|
$938,108
0.07% of portfolio
|
Q3 2024
Added 205.66%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
14,671
shares
|
$930,874
0.06% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
14,474
shares
|
$918,375
0.13% of portfolio
|
Q4 2024
Added 23.58%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
14,471
shares
|
$918,184
0.22% of portfolio
|
Q1 2023
Added 25.87%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
14,470
shares
|
$918,121
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,458
shares
|
$917,360
0.02% of portfolio
|
Q4 2024
Added 25.46%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
14,449
shares
|
$916,789
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
14,443
shares
|
$916,408
0.26% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
14,368
shares
|
$911,649
0.16% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
14,328
shares
|
$909,111
0.22% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
14,301
shares
|
$907,398
0.66% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
14,052
shares
|
$891,599
0.22% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
13,983
shares
|
$887,221
0.07% of portfolio
|
Q4 2024
New holding
|