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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
6,265
shares
|
$397,514
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
6,241
shares
|
$395,991
0.05% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
6,238
shares
|
$395,801
0.11% of portfolio
|
Q2 2024
Added 18.86%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
6,224
shares
|
$394,912
0.24% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
6,193
shares
|
$392,945
0.33% of portfolio
|
Q4 2024
Added 81.03%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
6,180
shares
|
$392,121
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,177
shares
|
$391,930
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
6,165
shares
|
$391,169
0.07% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
6,144
shares
|
$389,836
0.01% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
6,131
shares
|
$389,011
0.01% of portfolio
|
Q4 2024
Added 30.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,057
shares
|
$384,316
0.01% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
6,033
shares
|
$382,793
0.05% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
6,018
shares
|
$381,842
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
6,011
shares
|
$381,397
0.22% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
5,995
shares
|
$380,382
0.23% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
5,935
shares
|
$376,575
0.03% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
5,911
shares
|
$375,052
0.24% of portfolio
|
Q4 2024
Reduced 82.93%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
5,902
shares
|
$374,481
0.27% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
5,871
shares
|
$372,514
0.04% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
5,843
shares
|
$370,738
0.06% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,808
shares
|
$368,517
0.0% of portfolio
|
Q3 2024
Reduced 32.65%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
5,705
shares
|
$361,982
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
5,703
shares
|
$361,855
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
5,671
shares
|
$359,824
0.18% of portfolio
|
Q1 2024
Reduced 9.71%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
5,643
shares
|
$358,048
0.0% of portfolio
|
Q4 2024
Added 11.9%
|