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 |
|---|---|---|---|---|---|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
6,812
shares
|
$432,221
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
6,795
shares
|
$431,142
0.06% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,783
shares
|
$430,381
0.01% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
6,771
shares
|
$429,619
0.03% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,759
shares
|
$428,858
0.08% of portfolio
|
Q3 2021
Added 1.26%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
6,717
shares
|
$426,193
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
6,715
shares
|
$426,066
0.12% of portfolio
|
Q4 2024
Reduced 16.63%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,696
shares
|
$424,861
0.01% of portfolio
|
Q4 2024
Added 52.46%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,685
shares
|
$424,163
0.07% of portfolio
|
Q2 2024
Reduced 13.69%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
6,629
shares
|
$420,610
0.91% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
6,587
shares
|
$417,945
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,564
shares
|
$416,485
0.03% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
6,556
shares
|
$415,978
0.28% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
6,546
shares
|
$415,343
0.12% of portfolio
|
Q2 2022
Added 4.99%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,522
shares
|
$413,820
0.04% of portfolio
|
Q2 2024
Added 9.06%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
6,499
shares
|
$412,361
0.2% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
6,486
shares
|
$411,536
0.01% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,474
shares
|
$410,775
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,459
shares
|
$409,823
0.12% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
6,456
shares
|
$409,633
0.28% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,321
shares
|
$401,067
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,310
shares
|
$400,369
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
6,300
shares
|
$399,735
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
6,278
shares
|
$398,339
0.05% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
6,274
shares
|
$398,085
0.1% of portfolio
|
Q3 2024
Added 1.54%
|