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 |
---|---|---|---|---|---|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10,258
shares
|
$650,870
0.09% of portfolio
|
Q4 2024
Added 94.83%
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
10,247
shares
|
$650,172
0.11% of portfolio
|
Q4 2021
Added 141.28%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,176
shares
|
$645,667
0.13% of portfolio
|
Q4 2022
Added 3.79%
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,059
shares
|
$638,243
0.12% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
10,040
shares
|
$637,038
0.12% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
10,020
shares
|
$635,769
0.13% of portfolio
|
Q4 2024
Added 1.71%
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
9,989
shares
|
$633,802
0.11% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
9,853
shares
|
$625,172
0.47% of portfolio
|
Q4 2024
Added 8.0%
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
9,818
shares
|
$622,952
0.07% of portfolio
|
Q4 2024
Added 0.66%
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9,710
shares
|
$616,099
0.05% of portfolio
|
Q4 2024
Added 5.2%
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
9,697
shares
|
$615,274
0.37% of portfolio
|
Q2 2023
New holding
|
|
Pacific Wealth Management
|
Oct 03, 2024 Q3 2024 |
9,658
shares
|
$612,800
0.28% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
9,565
shares
|
$606,899
0.12% of portfolio
|
Q3 2024
Reduced 57.41%
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
9,500
shares
|
$602,775
0.04% of portfolio
|
Q4 2024
New holding
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,438
shares
|
$598,841
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
9,415
shares
|
$597,381
0.22% of portfolio
|
Q4 2024
Reduced 19.21%
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
9,395
shares
|
$596,112
0.01% of portfolio
|
Q3 2024
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
9,289
shares
|
$589,387
0.04% of portfolio
|
Q4 2024
Added 23.39%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
9,259
shares
|
$587,483
0.08% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,204
shares
|
$583,993
0.3% of portfolio
|
Q4 2024
New holding
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
9,157
shares
|
$581,011
0.11% of portfolio
|
Q3 2024
Added 7.38%
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,133
shares
|
$579,488
0.22% of portfolio
|
Q3 2024
Added 4051.36%
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
9,123
shares
|
$578,854
0.26% of portfolio
|
Q4 2024
Added 2.15%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
9,108
shares
|
$577,902
0.33% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
9,051
shares
|
$574,285
0.18% of portfolio
|
Q4 2024
Reduced 0.45%
|