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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
13,945
shares
|
$884,810
0.03% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,855
shares
|
$879,099
0.04% of portfolio
|
Q3 2024
Added 20.78%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
13,684
shares
|
$868,249
0.38% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,675
shares
|
$867,678
0.02% of portfolio
|
Q3 2023
Added 4.53%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
13,665
shares
|
$867,044
0.29% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
13,616
shares
|
$863,935
0.22% of portfolio
|
Q2 2022
Reduced 4.19%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,599
shares
|
$862,856
0.75% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
13,543
shares
|
$859,303
0.35% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
13,524
shares
|
$858,097
0.36% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
13,482
shares
|
$855,432
0.55% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
13,463
shares
|
$854,227
0.03% of portfolio
|
Q1 2024
Reduced 45.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
13,271
shares
|
$842,044
0.01% of portfolio
|
Q3 2024
Added 38.2%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
13,260
shares
|
$841,347
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
13,257
shares
|
$841,156
0.03% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
13,179
shares
|
$836,207
0.01% of portfolio
|
Q3 2024
Added 143.51%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
13,159
shares
|
$834,938
0.03% of portfolio
|
Q3 2024
Added 91.85%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
13,137
shares
|
$833,542
0.43% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
13,098
shares
|
$831,068
0.0% of portfolio
|
Q3 2024
Added 48.87%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
12,857
shares
|
$815,776
0.26% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
12,780
shares
|
$810,891
0.37% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
12,746
shares
|
$808,733
0.2% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,648
shares
|
$802,515
0.03% of portfolio
|
Q3 2024
Added 40.42%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
12,557
shares
|
$796,741
0.05% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,542
shares
|
$795,789
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
12,349
shares
|
$783,544
0.12% of portfolio
|
Q3 2023
Reduced 30.66%
|