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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,199
shares
|
$329,876
0.05% of portfolio
|
Q3 2024
Reduced 34.2%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
5,176
shares
|
$328,417
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
5,146
shares
|
$326,513
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,120
shares
|
$324,864
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
5,085
shares
|
$322,643
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
5,061
shares
|
$321,120
0.02% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
5,030
shares
|
$319,153
0.06% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,000
shares
|
$317,250
0.02% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$317,250
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
4,991
shares
|
$316,678
0.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,985
shares
|
$316,298
0.01% of portfolio
|
Q3 2024
Reduced 28.2%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
4,975
shares
|
$315,663
0.17% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,920
shares
|
$312,174
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
4,911
shares
|
$311,602
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
4,894
shares
|
$310,524
0.05% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,874
shares
|
$309,255
0.06% of portfolio
|
Q1 2024
Added 712.33%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,859
shares
|
$308,303
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,855
shares
|
$308,049
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,825
shares
|
$306,146
0.17% of portfolio
|
Q2 2023
Reduced 1.95%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,823
shares
|
$306,019
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,803
shares
|
$304,750
0.23% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,766
shares
|
$302,402
0.0% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,756
shares
|
$301,768
0.01% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
4,752
shares
|
$301,514
0.06% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,749
shares
|
$301,324
0.0% of portfolio
|
Q3 2024
Reduced 5.1%
|