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 |
|---|---|---|---|---|---|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
11,223
shares
|
$712,099
0.48% of portfolio
|
Q3 2024
Reduced 95.37%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,196
shares
|
$710,386
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
11,141
shares
|
$706,896
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
11,133
shares
|
$706,388
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
11,089
shares
|
$703,597
0.2% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
11,050
shares
|
$701,122
0.03% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
11,038
shares
|
$700,361
0.55% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
10,990
shares
|
$697,315
0.19% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
10,925
shares
|
$693,191
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Randolph CO Inc
Cincinnati, OH |
Oct 16, 2024 Q3 2024 |
10,864
shares
|
$689,320
0.08% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
10,853
shares
|
$688,622
0.05% of portfolio
|
Q4 2023
Added 5.42%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
10,844
shares
|
$688,051
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
10,833
shares
|
$687,353
0.13% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
10,800
shares
|
$685,260
0.4% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,780
shares
|
$683,991
0.0% of portfolio
|
Q3 2024
Added 53.65%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
10,727
shares
|
$680,628
0.02% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
10,632
shares
|
$674,600
0.05% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
10,599
shares
|
$672,506
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
10,560
shares
|
$670,032
0.13% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
10,511
shares
|
$666,922
0.38% of portfolio
|
Q3 2024
Reduced 16.03%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
10,477
shares
|
$664,765
0.24% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
10,397
shares
|
$659,689
0.01% of portfolio
|
Q3 2024
Added 88.66%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
10,345
shares
|
$656,390
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,276
shares
|
$652,012
0.04% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,262
shares
|
$651,123
0.06% of portfolio
|
Q2 2024
Added 0.08%
|